Marketing Audit, Pricing & Martech for SaaS
Marketing audits, pricing strategy, and martech optimisation for SaaS. Know exactly where to invest before you spend, and get a prioritised ROI roadmap in 2-4 weeks.
What we can actually evidence.
How these are measured
- SaaS brands served:
- n = 30 SaaS brands. company inception to August 2026. Count of distinct SaaS companies under a signed advisory agreement. Excludes one-off audits, workshops and prospect calls.
- Years in-house experience:
- n = 1 founding team. 2015 to 2026. Cumulative years spent in salaried, in-house growth and marketing roles at SaaS companies before founding Surge45.
- AI assistants tracked:
- n = 6 assistants. current monitoring coverage. ChatGPT, Gemini, Claude, Perplexity, Microsoft Copilot and Grok, plus the AI Overviews and AI Mode surfaces inside Google Search. A coverage fact, not a performance claim.
- Growth pillars, one system:
- n = 4 pillars. current advisory model. Discover, Convert, Attribute and Grow. A structural fact about how the advisory is organised, not a performance claim.
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
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 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 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 We Run Your Audit & Plan
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.
31% ARR uplift in 6 months following pricing strategy engagement and packaging redesign.
Marketing budget waste of 42% identified and reallocated to higher-ROI channels following audit.
89% of pipeline previously attributed to 'direct' correctly attributed to source channel after attribution audit.
Illustrative composite. These are engagement patterns described by category, not named clients, and the figures show the shape of an outcome rather than a single verifiable result. Read them as an indication of what the work produces, not as a claim you could check. Where we publish a number about the firm itself, it carries its sample size, window and method on the page.
Why SaaS teams choose us.
SaaS-Focused
We focus on 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 30+ SaaS companies.
Flexible Engagement
Scale up or down based on your needs without long-term lock-ins.
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.