Audit & Planning°

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.

Marketing Audit, Pricing & Martech for B2B SaaS
Average impact per client

Driving growth impact where it matters.

2 Weeks
Audit Delivered
ROI
Prioritised Roadmap
Pricing
Often Unlocks 20%+ ARR
MarTech
Stack Rationalised
The challenge

The gaps quietly costing you pipeline.

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

Our approach

How we drive compound growth.

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.

What we cover

What Audit & Planning Covers

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.

How it works

How We Deliver Your Audit and Plan

01

Scoping

Define audit scope and access requirements. We agree what we're assessing, what data we need, and what decisions you need to make.

02

Data Collection

Access your analytics, CRM, ad accounts, attribution tools, and martech stack. We pull the real numbers.

03

Analysis

Deep analysis of performance data, attribution integrity, pricing benchmarks, and stack efficiency.

04

Findings Draft

Draft findings with your team for context and validation before finalising. We check our interpretation is correct.

05

Roadmap Creation

Prioritised improvement roadmap built from findings, ranked by commercial impact and implementation effort.

06

Presentation

Findings and roadmap presented to leadership or board. Questions answered. Decision made on what to do next.

Proof

Results that speak for themselves.

+31%
Pricing ARR Uplift

31% ARR uplift in 6 months following pricing strategy engagement and packaging redesign.

42%
Marketing Waste Eliminated

Marketing budget waste of 42% identified and reallocated to higher-ROI channels following audit.

89%
Attribution Fixed

89% of pipeline previously attributed to 'direct' correctly attributed to source channel after attribution audit.

Why Surge45

Why SaaS teams choose us.

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.

FAQ

Questions teams ask.

How long does a marketing audit take?

A full marketing audit is typically delivered in 2-4 weeks depending on scope and data access. A focused audit (e.g., attribution only or pricing only) can be delivered in 1-2 weeks.

What access do you need?

For a full audit we need read access to: your CRM, Google Analytics, ad platforms, martech tools, and attribution system. We don't need write access - only read.

Can you help with the implementation after the audit?

Yes. Most audits lead to an Execution Partnership where we lead the prioritised roadmap end-to-end. Alternatively, we hand off a clear plan for your in-house team or existing agency to run independently.

What makes pricing strategy high leverage?

Pricing directly impacts MRR, NRR, and LTV without increasing acquisition cost. Most SaaS companies are underpriced relative to the value they deliver. A 20% price increase with minimal churn impact can have a bigger ARR impact than doubling your pipeline.