Bill Rice Strategy Group

We help FinTech SaaS companies build sustainable, predictable demand generation programs to fuel sales team, accelerate client acquisition, and hit revenue targets.

This is our playbook.

Who benefits the most from our services?

• FinTech SaaS company
• Some initial sales and traction. Most likely driven primarily by founder lead sales and relationships.
• Recently raise a round of funding or is looking to accelerate growth with the goal of generating investor interest in additional investment.
• Willing to spend $5,000 - 10,000 per month for turn-key marketing team to build a demand generation program and accelerate growth through sustainable and predictable lead generation.

Our framework for predictable SaaS growth

• Assess current state
  • Analyze current customer profile
  • Analyze current pricing and subscription models
  • Analyze existing demand for the solution
  • Analyze competitive position in the market
• Develop a growth strategy
  • Identify target customer segments
  • Define key areas of sales and marketing focus
  • Develop lead generation strategy
• Implement growth strategy
  • Create and launch Google Ads campaigns
  • Create SEO content focused on middle funnel traffic
  • Create key lead magnets/sales collateral
  • Create cold outreach campaigns — Linkedin and email. This requires an in-house SDR that we will train to use Sales Navigator and ZoomInfo or RocketReach to prospect (list building) and use QuickMail.io with our campaigns to generate appointments.
  • Launch this as a coordinated marketing system
  • Track performance of overall lead generation program
• Evaluate results during Quarterly Board of Reviews (QBRs)
  • Analyze customer data
  • Analyze sales data
  • Analyze overall performance of campaigns

Discovery

Strategic Assessment

Sales & Marketing Strategy

Our Team

Relevant Reading