B2B SaaS Growth Partner for Established Product and New AI Product Launch

We are looking for an experienced B2B SaaS growth professional, small team, or specialized agency to help revitalize an established vertical SaaS company and launch a separate AI-first software product. We need a partner who can develop the strategy and execute most of the resulting marketing work within the same engagement. We are not looking for a consultant whose primary role is creating plans and managing several additional agencies or contractors. ABOUT THE BUSINESS We are an established vertical SaaS company serving professionals in a specialized field-service industry. • More than 15 years in business • Hundreds of active paid customers • Established product, website, customer base, reviews, and industry history • Recurring subscription revenue • Very little organized marketing has been done in recent years • Strong opportunity to improve acquisition, onboarding, conversion, retention, visibility, and customer communication We are also preparing to launch a separate AI-first SaaS product for professionals in the same industry. The new product is designed to significantly reduce the time required to turn field observations, photographs, and spoken notes into organized professional reports. The established company and new AI product should be treated as two separate marketing programs while strategically using our existing industry experience, customer relationships, and reputation. Additional company, product, and market details will be provided privately to qualified shortlisted applicants. PROGRAM 1: REVITALIZE THE ESTABLISHED SAAS COMPANY The objective is to stabilize and grow the existing business by bringing its marketing operation up to current standards. We have an established product and customer base, but very little organized marketing has been done in recent years. We want an experienced partner to evaluate the company, identify the strongest opportunities, and build a practical plan for sustainable growth and stability. PROGRAM 2: LAUNCH THE NEW AI PRODUCT The objective is to develop and execute a complete go-to-market plan for a new AI-first SaaS brand. The product is still being prepared for launch, creating an opportunity to influence its positioning, messaging, pricing, customer acquisition strategy, rollout, and overall market introduction. WHAT WE NEED FROM YOU We are looking for a partner who can evaluate both businesses, identify the highest-impact opportunities, and recommend the best path forward. The selected partner should be able to: • Assess the current marketing position, customer journey, competitive landscape, and growth opportunities for the established SaaS product • Develop a practical strategy to stabilize and grow the existing business • Evaluate the market, positioning, launch requirements, and growth opportunities for the new AI product • Recommend which marketing channels, systems, campaigns, and assets should be prioritized • Explain what should be completed first, what can wait, and why • Create a realistic phased plan, budget, timeline, and measurement framework • Execute most of the recommended work directly or through an existing integrated team • Test, measure, and improve the strategy based on actual customer and revenue results We do not expect applicants to follow a predetermined marketing checklist. We want experienced candidates to identify what they believe needs to be done based on the business, market, product, customers, competition, and available resources. IDEAL EXPERIENCE We are particularly interested in applicants with meaningful experience in several of the following: • B2B SaaS growth • Vertical or industry-specific SaaS • Product-led growth • SaaS product launches • AI software positioning or launches • Product marketing and go-to-market strategy • Customer research and discovery • Website and conversion optimization • Free-trial onboarding and activation • Lifecycle email marketing • SaaS retention and churn reduction • SEO and paid customer acquisition • Marketing analytics and attribution • Founder-led companies Experience marketing software to contractors, field-service professionals, real estate professionals, construction companies, inspectors, insurance professionals, or other owner-operated businesses would be especially useful. THIS IS NOT THE RIGHT ENGAGEMENT IF • Your primary service is routine social media posting • Your standard strategy is the same generic marketing package for every client • You measure success mainly through traffic, followers, impressions, or engagement • You cannot connect your work to customer acquisition, activation, conversion, retention, or revenue • You cannot provide examples of meaningful B2B SaaS growth or product-launch work • Your role would primarily be managing several additional agencies or contractors that we must hire separately EXPECTED INITIAL OUTCOME The initial engagement should give us a clear understanding of: • The current strengths and weaknesses of the established business • The most important growth opportunities • The competitive position of both products • The recommended strategy for each business • The work that should be prioritized first • The expected budget and resources required • The metrics that should be used to measure success • The work your team can directly execute • A practical phased roadmap for implementation We expect the right partner to remain involved in execution after the initial evaluation and strategy phase. HOW TO APPLY Please begin your proposal with the words “TWO SAAS PROGRAMS” so we know you read the complete posting. Please answer these four questions: What relevant B2B or vertical SaaS companies have you helped grow, and what measurable results did you produce? Describe one SaaS product launch or growth project that you or your team both planned and executed. Based on the limited information provided, how would you approach evaluating these two separate marketing programs? Which parts of the engagement would be completed directly by you or your existing team, and what additional outside costs might be required? Please identify the people who would actually work on our account and include relevant examples or work samples. Generic presentations and automated proposals will not be considered. ENGAGEMENT STRUCTURE We plan to begin with a paid evaluation, strategy, and initial execution phase. If successful, this may become an ongoing growth and product-launch engagement. We are open to an experienced individual, a small integrated team, or a specialized SaaS marketing agency. Preference will be given to applicants who can provide both strategy and most execution under one clearly defined scope and budget. Please explain how you would structure the engagement, what you would expect to accomplish during the first 30–90 days, what work would be included in your fee, and what additional costs may be required for advertising, content, design, video, or outside specialists. Proposals will be evaluated based on experience, approach, included execution, expected business impact, and cost.