📂 How to create a SaaS marketing plan in 6 steps

There are two types of people:

(1) Those who get all their new year planning done before January.

(2) And normal people. 🤣

Seriously though...

How do you set a revenue goal? How do you set a budget? How does the product roadmap influence marketing plans? How do you communicate all this to the rest of the team?

Whether you're planning for the new year, just starting a new role, or hitting the reset button, creating a marketing plan is no easy task.

These days, I've got it pretty dialed in. It's basically down to a science.

And I'm excited to share my exact process in this free workshop.

In just 33 minutes, I'll walk you through my 6 step process to create a marketing plan for your SaaS.

Watch the free workshop here →

Let me know what you think!

—Corey

p.s. you get tons of content like this as a Swipe Files member. Make the investment!

Thanks again to our featured sponsors:

  1. Agorapulse: “The Zappos of social media management platforms” helps you plan, schedule, and report on your social presence.
  2. Ahrefs: Ahrefs Webmaster Tools is a free SEO toolset to help you build backlinks, improve your site, and rank for keywords.
  3. The Juice: “Spotify for marketing & sales content” to discover blogs, podcasts, and videos to help you grow your business.
  4. 42/Agency: My #1 recommended demand generation agency for SaaS to help you drive demos and signups.
  5. Supermetrics: Get all your marketing data into your reporting tool of choice. Push data from 70+ integrations into Google Data Studio, Sheets, and more.

0 of 5
You're just 5 referrals away from unlocking 50% Off
Next Reward
50% Off
Share with 5 friends and become a Swipe Files member for just $150 (normally $299) or get 50% off your next year if you're already a member.
Unlocked Rewards
50% Off
Free Year
Free for Life

Key phrases

Older messages

📂 FTX mass market sponsorship

Saturday, April 23, 2022

​ ​ ​ Today's newsletter is proudly supported by The Juice 🙌 ​ You're gonna love this... The Juice is essentially Spotify for marketing & sales content. If you're anything like me and

📂 Arrows thank you pages

Wednesday, April 20, 2022

​ ​ ​ Today's newsletter is proudly supported by Agorapulse 🙌 ​ You can tell a lot about a company based on its customer support practices. Zappos is famous for going to extremes for its customers,

📂 Reward new users with extra trial time by completing tasks

Sunday, April 17, 2022

​ ​ ​ Today's newsletter is proudly supported by Ahrefs 🙌 ​ Ever since going through Blogging For Business, I've been a massive fan. In fact, they're one of the companies I feature in

📂 Why Semrush bought Backlinko for millions 💰💰💰

Monday, April 11, 2022

​ ​ ​ Today's newsletter is proudly supported by 42/Agency 🙌 ​ ​ When you're in scale-up mode and you have KPIs to hit... the pressure is on to deliver demos and signups. And it's a lot to

📂 Add customer wins to your homepage

Friday, April 8, 2022

​ ​ ​ Today's newsletter is proudly supported by The Juice 🙌 ​ You're gonna love this... The Juice is essentially Spotify for marketing & sales content. If you're anything like me and

You Might Also Like

Converso, Mood Board AI, For Future, Editor.do, and AI Chat

Thursday, April 25, 2024

Help solve humanity's existential risks with your talent/money/time BetaList BetaList Daily Win a $100 Amazon gift card? Fill out this one-question survey about domain names. Marc Converso AI

Partnering with Dropzone: Automating Security Operations with AI

Thursday, April 25, 2024

Tomasz Tunguz Venture Capitalist If you were forwarded this newsletter, and you'd like to receive it in the future, subscribe here.​ ​Partnering with Dropzone: Automating Security Operations with

if I were starting over today…

Thursday, April 25, 2024

Read time: 1 min, 20 sec A lot of people ask me: “Pat, what would you do if you were starting all over today?” Most of the time, I think they're looking for a quick fix. (hint: there's no such

Free ecomm coaching from multi-7-figure founders >

Thursday, April 25, 2024

Sign up for foundr+ to learn more > , Here at Foundr, we believe that taking initiative should ALWAYS be rewarded. That's why YOU, as a summit attendee, will get to join an exclusive 4-week

[SaaS Club] The Long Road to Building a Scalable Enterprise SaaS

Thursday, April 25, 2024

Hey Reader Let's connect on LinkedIn! Follow me to stay in touch! Here's a quick round up of what's been going on at SaaS Club: 🎧 Podcast SightCall: The Long Road to Building a Scalable

📂 Virality can be engineered even if it’s not inherent to the product

Thursday, April 25, 2024

​ ​ ​ ​ Today's newsletter is proudly supported by Videodeck 🎉 One of the most common questions I've gotten in the last year is: "How do we get started with video marketing?" So I

My #1 regret in life

Thursday, April 25, 2024

This email is from THIS podcast - Spotify - iTunes HAPPY THURSDAY! I'm hosting a private office hour at 12pm CT on April 26th for people on this email list ONLY. If you wanna hang out and ask me

🗞 What's New: An underrated way to find marketing channels

Thursday, April 25, 2024

Also: Building for other founders! ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

The Growth Newsletter #174

Thursday, April 25, 2024

Demand Curve Read on demandcurve.com The Growth Newsletter #174 How to actually write a strategy document We all obsess over the business “idea.” 9 times out 10 what we mean is the product: An electric

How to name a business

Thursday, April 25, 2024

​ Lots of people have asked me: "how do I stay up to date with your podcasts with all those free startup ideas?". Good news! If you want to be added to get notifications for when new The