Saas Campaign Planning Playbook


Saas Campaign Planning Playbook


Product Summary:

SaaS campaign planning is a critical element to build awareness and ultimately drive sales for your product or service. SaaS marketing is complex and requires a B2B firm to use lead gen tools at every stage of the marketing funnel to close a sale and keep a customer informed.

Firms that want to understand the following elements of a SaaS campaign will benefit from this playbook:

  • SaaS Pricing Models
  • Lead Generation Ideas
  • SaaS Campaign Emails
  • Marketing Benchmarks and Budget

Ignoring this crucial planning phase in may jeopardize the overall company strategy.

Time to Complete:

24 Hours

Building Block of Growth:

Online Presence

Other Related Enablers of Growth:

  • Sales Funnel Development
  • Content Delivery




Number of Pages:

77 Pages

Impact/Effort Scoring:


Score Summary:

Effective SaaS campaign planning is extremely helpful in growing your company and retaining business in the longer term.


The score highlights mid to high level effort to build a SaaS campaign. It requires an extensive work to develop an integrated strategy, but the result will be informed, long-term customers with high amounts of recurring revenue.

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Additional Information


SaaS Campaign Planning is a strategic process for building campaigns to help you achieve your business goals. This playbook will help you to:

  • Increase sales and revenue for your business
  • Build a powerful SaaS brand presence within your target market
  • Decrease customer churn rate


  • SaaS businesses looking to acquire customers as quickly as possible
  • Marketers leading marketing activities within a SaaS business
  • Established SaaS businesses looking to improve customer lifetime value and decrease customer acquisition costs
  • B2B firms that want to develop a comprehensive SaaS campaign plan to align internal teams to a coherent strategy


This Playbook outlines how to plan your company’s SaaS campaigns.

It can be used to create campaign goals via SMART objectives, develop a pricing strategy, come up with lead generation ideas, develop a referral strategy, create SaaS email campaigns and benchmark yourself against others in the industry.


Product Category

Online Presence > Automation > Campaign Management
The above four building blocks of growth are the foundational elements of our Growth Accelerator system.  They allow us to systematically assess and optimize various components of growth. Within each of the four blocks, there are 18 different enablers of growth. Each of these blocks are part of an interconnected ecosystem that Company Expert leverages with these Playbooks to inject speed, alignment and accelerated growth into the DNA of your firm – Our Growth Accelerator System (GAS)TM


If you’re not satisfied, we’re not satisfied.


  • That’s our commitment and your guarantee. If you are not satisfied during your first 30 days of using the product we’ll refund your money, no questions asked.