Tactics that Your SaaS Marketing Agency Should Follow When Onboarding a New Client

saas marketing agency

There are numerous specialties throughout the tech marketplace that have grown immensely throughout the past few years, and software-as-a-service (SaaS) is certainly one that is burgeoning quickly. SaaS companies are different than those in other tech fields, as they are providing a different type of service than most other tech enterprises.

Because they are so different, they need to utilize a specialized SaaS marketing agency to boost their brands and improve their sales. Running a SaaS agency is extremely nuanced and requires immense skill and knowledge of the industry.. Because it is such a specialty, there are specific tactics that are necessary for onboarding new clients. Learning about the steps needed to effectively onboard a new client is critical for all SaaS marketing agencies in 2020.

Dig Into Your Client’s Past

SaaS companies are extremely dynamic in how they sell their services, and it is important to understand the past business that your client has done in order to know how to proceed with their future campaigns. You need to know what your client’s previous campaigns look like (if they have had them) in order to figure out what has worked for them and what has not.

Many SaaS companies are selling to multiple types of buyers, and it is important to understand who their target audience has been previously if you want to comprehend who to sell to in the future. You need to design your current campaigns with all of this in mind, as well as their specific product, their subscription fees, and well their business’ standard customer lifetime value.

Related: Useful Information You Should Know About Customer Lifetime Value

Understand Your Client’s Lead Generation Strategy

One of the most important elements of a SaaS marketing agency is helping your client with lead generation. Learning about how your clients gain leads, through avenues like link building, technical optimization, keyword research, and more, is imperative to understand how you are going to build the future of their business. Understanding how to successfully optimize their lead generation and improve upon it will be essential for your agency.

Understand Why Your Client Is Hiring a New Agency

If you have just onboarded a new client, they either previously did not have a SaaS marketing agency representing them or they had left their old agency for you. Either way, you need to understand why exactly they hired you and what they are looking for out of your company. There are numerous possibilities that they hired your agency, whether it is to meet a new target after receiving more funding, they really connected with your team during the sales process, or your agency offers a service that their previous one did not, it is critical for you to learn why they hired you if you want them to be satisfied throughout your process. You need to tailor your procedures to what they want out of your agency and have to figure out what works best specifically for them.

Final Thoughts

When building new relationships with clients at your SaaS marketing agency, you need to be aware of the numerous methods for attaining success. Understanding these tactics and applying them to your business model will ensure that your agency can continue to forge connections with new clients.