Marketing Audit, Pricing & Martech for B2B SaaS
Marketing audits, pricing strategy, and martech optimisation for B2B SaaS. Know exactly where to invest before you spend, and get a prioritised ROI roadmap in 2-4 weeks.
Get a SaaS Audit & Planning Agency That's Focused on Results
We don't just deliver activities-we deliver outcomes that impact your bottom line.
Honest Assessment
We tell you what's working and what's wasting budget - not what you want to hear. Every audit delivers a ranked priority list tied to revenue impact.
Pricing as a Growth Lever
Most B2B SaaS companies leave 20-40% ARR on the table through inefficient pricing. We identify and unlock it through value-based pricing and packaging design.
Martech Efficiency
We audit your stack, eliminate tools you don't need, and configure what you have to eliminate manual work and enable proper attribution.
Attribution Fixed
Every audit includes attribution assessment. We reconnect your marketing activity to pipeline and revenue so every investment decision is evidence-based.
Challenges We Solve
Unclear which channels and campaigns are actually generating pipeline
Pricing feels like a guess - tiers and packaging not optimised for NRR
Martech stack bloated with tools that duplicate each other or aren't used
Attribution is broken - can't connect marketing spend to revenue
New hire or CEO asking for an honest marketing assessment before investing more
Unsure whether to build in-house, outsource, or change agency
What Audit & Planning Covers
Three advisory services that give you the intelligence to invest with confidence.
Marketing Audit
Comprehensive audit of channels, attribution, tech stack, and team capabilities with a prioritised improvement roadmap.
Pricing Strategy
Value-based pricing analysis, tier and packaging design, and expansion revenue strategy.
Martech Stack Optimisation
HubSpot, Salesforce, analytics, and automation review. Eliminate waste and configure what you have for scale.
Attribution Audit
Multi-touch attribution assessment: identify where your tracking is broken and reconnect spend to pipeline.
Team Capability Assessment
Honest skills and structure review with a clear view of where to hire, where to outsource, and what to build in-house.
Competitive Benchmarking
Channel mix, pricing, and positioning benchmarked against relevant competitors and stage-matched SaaS peers.
Full-Stack Audit & Planning Services That Boost Revenue
Comprehensive solutions designed for enterprise SaaS growth.
Full Channel Audit
Every active channel reviewed: organic, paid, email, social, and outbound. Performance data and attribution accuracy assessed.
Attribution Assessment
End-to-end attribution review connecting marketing touch points to pipeline and closed-won in your CRM.
Pricing and Packaging Review
Value metric analysis, tier structure review, and competitor pricing benchmarking with packaging recommendations.
Martech Rationalisation
Full stack inventory, duplication and gap analysis, and configuration recommendations with estimated efficiency gains.
Prioritised ROI Roadmap
Every audit ends with a ranked priority list showing the 5-10 improvements with the highest revenue impact.
Stakeholder Presentation
Findings and recommendations presented to your leadership team or board with clear commercial framing.
How We Deliver Your Audit and Plan
A proven methodology that delivers consistent results for SaaS companies.
Scoping
Define audit scope and access requirements. We agree what we're assessing, what data we need, and what decisions you need to make.
Data Collection
Access your analytics, CRM, ad accounts, attribution tools, and martech stack. We pull the real numbers.
Analysis
Deep analysis of performance data, attribution integrity, pricing benchmarks, and stack efficiency.
Findings Draft
Draft findings with your team for context and validation before finalising. We check our interpretation is correct.
Roadmap Creation
Prioritised improvement roadmap built from findings, ranked by commercial impact and implementation effort.
Presentation
Findings and roadmap presented to leadership or board. Questions answered. Decision made on what to do next.
Results That Speak for Themselves
Real outcomes from our SaaS clients.
Series A SaaS
+31%
Pricing ARR Uplift
31% ARR uplift in 6 months following pricing strategy engagement and packaging redesign.
B2B Analytics Platform
42%
Marketing Waste Eliminated
Marketing budget waste of 42% identified and reallocated to higher-ROI channels following audit.
HR Tech SaaS
89%
Attribution Fixed
89% of pipeline previously attributed to 'direct' correctly attributed to source channel after attribution audit.
Other Strategy Solutions
Explore related services within our strategy offerings.
Ready to Grow Your SaaS?
Talk to our team about how we can help accelerate your growth with a tailored audit & planning strategy.
Why Choose Surge45 for Audit & Planning?
We're not a generalist agency. We live and breathe B2B SaaS marketing.
SaaS-Focused
We focus on B2B SaaS, so every playbook and benchmark is relevant to your business.
Revenue Attribution
We connect every campaign to pipeline and revenue in your CRM.
Senior Team
Work directly with experienced strategists, not junior account managers.
Transparent Reporting
Real-time dashboards and weekly updates on performance.
Proven Playbooks
Strategies tested across 50+ SaaS companies.
Flexible Engagement
Scale up or down based on your needs without long-term lock-ins.