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With Ryan Allis & David Trachsel

A 16 Week Done-With-You Program Starting October 16, 2025

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Who The B2B SaaS Growth Program is For

www.saasrise.com

This is designed to be the best program in the world for properly scaling digital ads and outbound prospecting inside a B2B SaaS company with $1M to $100M in ARR. Apply here.

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Who This Program is For

www.saasrise.com

This program is for B2B software-as-a-service firms that have already reached product-market fit, have $1M-$100M in ARR, and are ready to build a scalable sales and marketing engine.

We show you (step-by-step) in this program how to build a repeatable, scalable, and metrics-based growth system within your business that combines inbound marketing, outbound marketing, and paid advertising and then implement systems for scaling and exiting.

This is NOT a course on getting started or getting your first million in sales. Rather, this is a program for scale ups that are ready to accelerate repeatable growth. It is designed for CEOs, but will also be helpful for Heads of Marketing/Growth (they can join too).�

This program covers how to achieve the revenue growth necessary to prepare for and succeed in having a $100M+ exit.

B2B SAAS FIRMS WITH $1M TO $50M IN ARR

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The Four Areas We Help You Nail

www.saasrise.com

ABM List Building

AI Outbound

Marketing

Digital Ads Scaling

Content Machine

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B2B SaaS Growth Program Weekly Schedule

www.saasrise.com

Wk 1 — Oct 16, 2025 Introduction to the Program: How the B2B SaaS Growth System Works

Wk 2 — Oct 23, 2025 SaaS Unit Economics - Establishing Target CPL and CAC

Wk 3 — Oct 30, 2025 ABM Lead List Building Week 1 (Apollo, Instantly, ListKit)

Wk 4 — Nov 6, 2025 ABM Lead List Building Week 2 (LinkedIn Sales Navigator & Clay)

Wk 5 — Nov 13, 2025 Creating Your Content Machine

Wk 6 — Nov 20, 2025 Outbound Week 1 - AI Openers & Inbox Warmup

Thanksgiving Holiday 🦃

Wk 7 — Dec 4, 2025 Outbound Week 2 - Creating AI Personalized Email Sequences

Wk 8 — Dec 11, 2025 Outbound Week 3 - Creating LinkedIn Sequences

Wk 9 — Dec 18, 2025 Ads Week 1 - Ad Strategy, Pixels, & Conversion Tracking

Christmas and New Year’s Holiday 🎊

Wk 10 — Jan 8, 2026 Ads Week 2 - Ad Creation, Campaign Structure & Retargeting

Wk 11 — Jan 15, 2026 Ads Week 3 - Matched Audience Ads & Lookalike Ads

Wk 12 — Jan 22, 2026 Ads Week 4 - Paid Search, Thought Leader Ads & Results Tracking

Wk 13 — Jan 29, 2026 Ads Week 5 - Conversion Rate Optimization

Wk 14 — Feb 5, 2026 Ads Week 6 - Ads Scaling Based on CPL and CAC - Reviewing Ad Results

Wk 15 — Feb 12, 2026 Sales & Success Team Structure (SDRs, AEs, CSMs, NRR)

Wk 16 — Feb 19, 2026 Reviewing Program Results & Program Graduation

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A Few of the Graduates of the B2B SaaS Growth Program

www.saasrise.com

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The Core Tools of the B2B SaaS Growth System

www.saasrise.com

Build Your ABM Lead List

Local Biz Leads

Ecom Leads

1

Venture Leads

Outbound Marketing

2

Matched Audience �& Retargeting Ads

3

B2B Leads

Vertical B2B Leads

Data Enrichment

AI Video Email

Ringless VM Drops

Outbound Email

LinkedIn Outreach

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The 9 Steps to the B2B SaaS Growth System

www.saasrise.com

Build ABM Lead List

1

Outbound Prospecting

2

Paid Search Ads

5

Matched Audience Ads

4

Lookalike Ads

7

Content Boosting Ads

8

Review Site Ads

9

Install Ad Tracking Tool

3

Retargeting Ads

6

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Program Led By�

The B2B SaaS Growth Program was created by Ryan Allis with the goal of helping B2B SaaS firms build a scalable revenue engine and accelerate customer growth. Ryan has been a SaaS CEO & Founder for 20 years, leading iContact from startup to a nine-figure exit.

Ryan built iContact as CEO/Co-Founder from startup to $50M in ARR, 70,000 paying customers, #81 on the INC 500 list, and an exit for $169M to a publicly traded company (Vocus, now Cision). At iContact, he raised over $50M in venture capital (including $15M in secondary capital), and $5M in debt-capital.

Today, Ryan is the CEO of SaasRise, the #1 community for experienced SaaS CEOs and Founders with $1M to $100m in ARR.

Ryan is also a top SaaS Growth & Exit Coach, and has coached the CEOs of of Instantly, Seamless.ai, Tatango, Pipeline, Revenue Accelerator, RNL, Retreaver, Datalyse, Clearstream, YouCanBookMe, Noteefy, RXNT, and many more growing SaaS firms ranging in size from $5M to $160M in annual revenue. He is passionate about helping SaaS firms have successful exits. Ryan holds an MBA from Harvard Business School.

Ryan Allis�CEO of SaasRise�Former CEO & Co-Founder, iContact

www.saasrise.com

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Program Co-Led By�

David Trachsel�Co-Founder of SaasRise�Digital Ads Expert

www.saasrise.com

David is the co-founder and Head of Growth at SaasRise.

He is a Digital ads expert with a 15 year record of scaling B2B customer acquisition using paid media campaigns. David’s expertise includes strategic digital marketing campaigns, social media, paid advertising, product marketing, ABM, and a profound ability to translate strategies into KPI achievements.

David currently manages $700k/month in client ad spend for our SaasRise B2B Digital Ads Agency. He lives with his wife and son in St. Petersburg, Florida.

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A FEW OF THE B2B SAAS COMPANIES I’VE HELPED SCALE

Outsourced SDRs�CEO Coach�Successful Exit

Sales CRM�CEO Coach�Leading SMB CRM Tool

SMB CRM �CEO Coach 2019-20�20,000 Users

Scheduling Software�CEO Coach + Ads�1M+ Users

Call Tracking Software�CEO Coach�$16M in ARR

Church SMS Software�CEO Coach + Ads�Over 6k Customers

Health Software�Growth Consulting�$50M+ ARR

Email Marketing Software�CEO 2002-2012�$169M Exit

SMS Software�CEO Coach / Board Member�$5M to $30M

Lead Gen Software�CEO Coach�1M+ Users

Fintech Software�CEO Coach�IPO + $160M/Yr

Hotel Software�Growth Consulting�$50M+ in ARR

Lead Prospecting Tool�Growth Consulting�Over 30k Customers

University Software�Growth Consulting�$110M+ in ARR

Golf Course Software�Growth Consulting �#1 Golf Course Waitlist

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AI Personalized Outbound Results

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Actual Ad Campaign Results - Member A

www.saasrise.com

Increased overall company lead volume by 151%

From 0 to 82 leads per week from ads within 8 weeks

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Actual Ad Campaign Results - Member B

www.saasrise.com

From 1600 to 5000 clicks per week

From ad campaigns

From 6 to 63 new customers per week from ads

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Actual Ad Campaign Results - Member C

www.saasrise.com

Increased demos per week from ads by 91%

Increased leads per week from ads by 65%

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More Graduate Testimonials

www.saasrise.com

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RESULTS FROM IMPLEMENTING THE B2B SAAS GROWTH SYSTEM

SMS Software for Nonprofits & Political

Higher Ed Software�For Admissions & Fundraising

SMS Software for Churches

Scaled ARR from $5M to $30M

Added 600+ additional leads and 50+ SQLs per month to pipeline

Doubled new customer acquisition in 120 days

Outbound Leads and Sending Tool

Doubled ARR in less than a year

Healthcare Software

Increased profitable ad spend 60% while increasing new ARR added per month by 121%

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Don’t Just Take My Word For It…

www.saasrise.com

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A Visualization of the B2B SaaS Growth System

www.saasrise.com

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Growth Program Implementation Timeline

www.saasrise.com

Google Retargeting Ads

Google Search Ads

Meta Visitor Retargeting

Bing Search

Adroll Retargeting

LinkedIn Retargeting Ads

Google

Meta

LinkedIn

Meta Matched Audience Ads

LinkedIn Matched Audience Ads

Meta Lookalike Ads

Outbound

Scaling Up Profitable CPL & CAC Campaigns

Adroll Matched Audience

OCT

2025

NOV

DEC

JAN

FEB

Prep

Establish Current and Target CPL and CAC

LinkedIn Thought Leadership Ads (Boosted Posts)

Ad Tracking Setup

Launch Outbound Email Sequences

Launch Outbound Linkedin Sequences

Inboxes Warmup

Target Audience List Building

Bing & �Adroll

Scaling

Conversion Rate Optimization Work

Program Completion

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B2B SaaS Growth Program Delivery Checklist

www.saasrise.com

  • Calculate Your Unit Economics Accurately
    • ARPA, ACV, Lifespan, LTV, CAC, Churn
    • Target CAC and Target Payback Months
    • Explain the full SaaS Growth System and how each channel works together
  • Build Your Comprehensive ABM Leads List
    • Using Apollo, Instantly, ListKit and other lead prospecting tools�
  • Turn on Outbound Prospecting System
    • Domain and Inbox Setup
    • Leads import from ABM Leads List
    • AI-personalized email sequences
    • LinkedIn outreach using HeyReach
    • Weekly outbound performance sheet�

  • Creating Your Content Machine
    • Case studies, reports, articles
    • Marketing automation sequences
    • Turning cold leads into warm leads
    • Weekly high-quality newsletter to full list

  • Full Digital Ads Setup & Scaling
    • Set up ads tracking using Cometly
    • Improve/launch ads on Meta, LinkedIn, Google, Bing, Adroll
      • Retargeting ads
      • Matched audience ads
      • Lookalike Ads
      • Search Ads
      • Boosted post ads (LinkedIn)

  • Conversion Rate Optimization & Scaling
    • Landing page and ad optimization
    • Weekly ads performance sheet: CAC Per Channel
    • Scaling up fast payback channels

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Guaranteed Outcomes From the Program

www.saasrise.com

You will have built a comprehensive ABM Leads List of your target market using a combination of Apollo, Instantly, and ListKit (that you will then show matched audience ads to and send B2B outbound prospecting campaigns to).

You will have launched/relaunched digital ads properly on Meta, LinkedIn, Google Display, Google Search, Bing Search, and Adroll – using our best practice guidance for ad creative, conversion rate optimization, targeting, tracking, and performance optimization. You will also know your CPL and CAC for each channel and each type of ads.

  1. Retargeting ads
  2. Lookalike ads
  3. Matched audience ads
  4. Search ads
  5. Review site ads
  6. Boosted post ads

You will have launched an AI-Driven B2B outbound prospecting campaign to your ABM Lead List using Instantly and HeyReach that allows you to generate consistent qualified leads within your target market, using email and LinkedIn.

2

3

Guaranteed outcomes by the end of the program as long as you follow the detailed weekly guidance

1

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Program Format

www.saasrise.com

Send up to 4 members per company

  • You can attend yourself and include key members of your marketing team for implementation

Weekly Live Zoom call with Ryan Allis & David Trachsel

  • Thursdays at 1pm-2pm ET (Oct 16, 2025 - Feb 19, 2026)
  • Content for that week is presented
  • Each session is recorded and sent around in case you miss a week
  • Office hours for live Q&A after every call
  • 1-2 hours per week of implementation work between each call
  • Very detailed slides, videos, checklists, and templates

Access to Ryan and David throughout the week for implementation help

  • Slack
  • WhatsApp
  • Email

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Done-With-You Program Includes

www.saasrise.com

16 weeks of live Zoom guidance from Ryan Allis & David Trachsel ensuring you implement the SaaS Growth System properly, step-by-step��1400+ slides from Ryan Allis on scaling a B2B SaaS firm

16+ hours of detailed video by Ryan Allis on building a scalable customer acquisition and revenue generation engine for a B2B SaaS Firm

26 detailed lesson modules, with quizzes and checklists

16 weeks of access to Ryan via Slack, email, and WhatsApp for questions

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Program Objective

www.saasrise.com

Launch two new scalable revenue growth engines inside your business over the next 120 days using digital ads and B2B outbound prospecting

This program is just for B2B SaaS companies with $1M to $50M in ARR who want to build the systems to increase customer acquisition over the next 4 months

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How the Program Works

www.saasrise.com

Each week Ryan will present the content live on Zoom for 60 minutes. Between each week there will be 1-2 hours of implementation work. During the program both Ryan and David are accessible via weekly office hours (where you can screen share) as well as via Slack, WhatsApp, and email.

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Who The Program Works For

www.saasrise.com

We've installed this SaaS Growth System in 30 B2B SaaS companies so far we've found that for all firms where the ACV > $1k per year and there’s a clearly defined target market it works well, allowing firms to achieve CAC payback windows of 3-9 months depending on vertical and how quickly you want to grow.

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Program Goal

www.saasrise.com

Our goal is to show your team step-by-step exactly how to implement the SaaS Growth System inside your company including creating a comprehensive ABM lead list, launching and scaling outbound email and outbound LinkedIn successfully, and setting up your digital ads including retargeting, matched audience, lookalike, search, and boosted post ads -- to make your brand omnipresent within your target market.

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How to Turn Cold Contacts Into Warm Leads in 60 Days

www.saasrise.com

Use this process map to turn 100k B2B cold contacts within your ICP into 20k+ warm contacts and 500 active leads within 60 days

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Feedback from the Fall 2024 Program Cohort

www.saasrise.com

Manish Goyal�CEO & Founder

The level of detail that Ryan Allis and David Trachsel cover about outbound prospecting and digital advertising has been extraordinary. We’re now well into implementing the full B2B SaaS Growth System for Friendbuy including the content creation system, paid advertising, and outbound email. I am so glad to be in the Done-With-You B2B SaaS Growth Program. My team and I have learned so much.

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Feedback from the Fall 2024 Program Cohort

www.saasrise.com

Philip Petrescu�CEO & Founder

Ryan and David really went the extra mile to help us implement the SaaS Growth System during the 16 week B2B SaaS Growth Program, helping out via Slack and WhatsApp, and even screen sharing with our LinkedIn and Meta accounts to help us get the ads right. The weekly structure was great. I was very grateful for their help in getting outbound and ads set up for Advanced Web Ranking.

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More Testimonials

www.saasrise.com

Jim Koetting�Co-Founder

“This program has been brilliant. Ryan really really knows his stuff. The content is so good and highly relevant and up-to-date. The live sessions, videos, and resources are so good. I’d do the course twice if I could!” � - Jim Koetting, Co-Founder of Practis

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Testimonial

This program is the Bible for building SaaS companies.

Aaron Riley�VP Sales�Instantly

www.saasrise.com

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Time Requirement

www.saasrise.com

To properly implement our SaaS Growth System, it will require 1 hour per week of live Zoom Calls (Thurs 1-2pm ET) plus 2-5 hours per week of implementation work in between the calls.

This can be you as the CEO/Co-Founder or you can send your Head of Marketing / Marketing Lead to implement. The cost is $5k/mo per company – and you can send up to 4 people per company.

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What is the SaaS Growth System

www.saasrise.com

The SaaS Growth System makes your brand omnipresent within your target market using a combination of digital ads and outbound emails, exposing your entire ICP to your messaging at least 10x per month via email and advertising impressions

We guide you on installing this system within your company over the four months

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Program Cost vs. Benefit

www.saasrise.com

$5000 Per Month for 4 Months

Cost

Fully operational customer acquisition machine from ads and outbound prospecting running inside your company 4 months from now, that has the potential to 2x the rate of revenue growth, adding many millions to your enterprise value

Benefit

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Apply for the SaaS Growth Program

www.saasrise.com

Just ten spots remaining in the program

(First come, first serve)

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Methodology Summary - We’ll Guide You

www.saasrise.com

Build a Accounts Based Marketing (ABM) Lead List of everyone in your ICP, using lead prospecting tools

1

2

3

4

5

Upload this lead list to Meta, Google, LinkedIn, Adroll, and Bing

Turn on Matched audience ads, retargeting ads, lookalike ads, search ads, and sponsored post ads

Calculate CPL and CAC per channel and per ad type, and scale up what works

Turn on an outbound prospecting campaign to your ABM Lead List via email and LinkedIn

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Are You A Good Fit for Our SaaS Growth Program?

www.saasrise.com

The following types of firms are a good fit for our four month Done-With-You implementation of the SaaS Growth System.

  • ARR: $1M to $50M
  • Sector: B2B SaaS (SMB, Mid-market, or Enterprise)
  • Annual Contract Value: $1k to $250k
  • Capital: Ability to invest $5k/month for 4 months in the program (program cost), plus enough ad spend on Meta/Google/LinkedIn/Bing/Adroll to determine CPL and CAC per channel

If you’re a fit and would like to join our program, apply here

16 weeks with hands-on weekly live guidance with SaasRise CEO/Founder and former iContact CEO/founder Ryan Allis

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Done-With-You vs. Done-For-You Programs

www.saasrise.com

SaaS Growth System�Done-With-You Implementation

Eligibility: B2B SaaS Firm CEOs/Founders/CMOs/Heads of Mktg

Cost: $5k/mo for 4 months

SaaS Growth System�Done-For-You Implementation

Eligibility: B2B SaaS Firms with $1M to $100M in ARR

Cost: $30k/mo for 6 months

To learn more about our Done-For-You Program reach out here

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More Result Examples

www.saasrise.com

One of our clients in the B2B SaaS marketing software space who hired us to implement the SaaS Growth System inside their business

One of our B2B SaaS clients in the Enterprise sales automation space who hired us to implement the SaaS Growth system inside their business

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Program Member Success

www.saasrise.com

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Program Member Success

www.saasrise.com

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Program Member Success

www.saasrise.com

23% click rates on AI-personalized outbound prospecting emails!

🔥

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Program Member Success

www.saasrise.com

Great work everyone!!

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We’ve Used Our Own System to Scale Rapidly

We’ve used this B2B SaaS Growth system to bootstrap our own business from 0 to $3.7M in ARR in 18 months

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www.saasrise.com

iContact Revenues by Year

Figured out our unit economics and how to scale ads

Raised a $7M �Series A

Sold the firm Q1 2012 for $169M

Raised a $40M Series B

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Includes Access to Our New SaaS Scaling Course

  1. SaaS Growth System Overview
  2. Calculating CAC & LTV
  3. SaaS Marketing Strategy

INBOUND GROWTH

  1. Marketing Automation
  2. Organic Search
  3. Product Led Growth
  4. User Onboarding

  1. Ads 101 - Setup & Tracking
  2. Ads 202 - Scaling
  3. Conversion Rate Optimization
  4. Affiliates & Partners
  5. Offline Ads & Events

SCALING TO $50M

  1. Do You Actually Need Capital?
  2. Revenue-Based Financing
  3. Raising Angel Capital
  4. Raising Venture Capital
  1. Scaling the Sales Process
  2. Landing & Expanding
  3. Software for Scaling Up
  4. Scaling Team & Ops
  5. SaaS Benchmarks
  1. How to Exit a SaaS Firm
  2. Post-Exit Life
  1. Paid Ads Deep Dive
  2. iContact Case Study
  1. Creating Your ABM Lead List
  2. Outbound Prospecting
  3. Building a Content Machine

PAID GROWTH

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Apply for the SaaS Growth Program

www.saasrise.com

Just ten spots remaining in the program

(First come, first serve)

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www.saasrise.com

The 7 Steps of the B2B SaaS Growth System

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Prep Work: Determine Your Target CPL & CAC

www.saasrise.com

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STEP 1:�Build Your�ABM Lead List

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Estimate Your TAM Size

www.saasrise.com

Job Titles of Main Decision Maker(s): CEO, Co-Founder, Founder

Industries/Verticals you sell to most: Software, SaaS, Internet

Countries/Regions You Sell To Most: Global (most in N. America/Europe)�Company Size by Employee Count: 11-500 Employees

Company Size by Annual Revenue: $1M to $100M in Revenues

Private vs. Public Firms: Private

Language(s): English speaking

Leads Tool

Contacts In Our ICP

160,000

50,000

46,200

177,948

32,712

48,023

78,741

29,165

347,114

193,703

134,425

61,862

80,314

Unique ICP Contacts Across All Platforms

450,000

Customers at 1% Penetration

4,500

Our Monthly ARPA

$878

ARR at 1% Market Penetration

$47.4M

Do the same exercise for your firm.

You can use Fiverr to find people with access to Seamless, Apollo, Pitchbook, Crunchbase, Lusha etc. who can get bulk pricing and pass along savings

OUR ICP AT SAASRISE

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Create An ABM Lead List of Your Full TAM

www.saasrise.com

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Create An ABM Lead List of Your Full TAM

www.saasrise.com

Once you’ve built a comprehensive ABM lead list of everyone in your target market, then you can use it for…

3

1

Matched audience ads

AI-personalized outbound email campaigns

2

LinkedIn outbound campaigns

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STEP 2:�Create Your Content Machine

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Turn Your Cold Contacts Into Warm Leads

www.saasrise.com

Use this process map to turn 100k B2B cold contacts within your ICP into 10k+ warm contacts and 1000 active leads within 60 days

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Produce a Weekly Flagship Content Piece

www.saasrise.com

Content Porn (n.)Content that is so good and useful that your target audience can’t stop consuming it

I spend 3 hours each Monday (11am to 2pm) to write and publish my weekly piece of content, which then gets repurposed by my team into various formats for email + ads + LinkedIn. This is our “content machine.”

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Producing Great Content Weekly

www.saasrise.com

The key is to create a system that produces one quality piece of content per week �(ex: a case study, webinar recording, video podcast, PDF report, article, etc.) that you can distribute via…

3

1

Boosted LinkedIn posts

Warm email newsletter

2

Cold email campaigns

4

Blog (for SEO)

5

Video (YouTube/Wistia)

6

Retargeting ads linking to post

7

Your SDR team

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Track Your Content Impressions

www.saasrise.com

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STEP 3:�Launch�Outbound

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Use Clay To Create AI Personalized Messages

www.saasrise.com

We use Clay + Claude to write personalized outbound messages, subject lines, and P.S. lines for every recipient

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Send Out the AI Outbound Via Instantly

www.saasrise.com

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Scale Up Your AI Outbound Email Campaigns

www.saasrise.com

Learn how to send 1000+ �AI-personalized outbound emails per day to your ICP, driving awareness and lead flow

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5x the Results from AI Personalization

www.saasrise.com

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Scale Up Your AI Outbound Email Campaigns

www.saasrise.com

One of our campaigns achieved 22% click through rates with AI-personalized messages

We’ll show you how to do this within your niche

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Launch LinkedIn Outbound Campaigns

www.saasrise.com

Learn how to send 500+ automated LinkedIn connection requests and outbound messages per week to your ICP, driving more awareness and lead flow within your target market

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Turn on Intent-Based Outbound Prospecting

www.saasrise.com

Putting your SDR �efforts on autopilot

We’ll show you how to automate outbound emails + LinkedIn messaging based on intent signals from AmpleMarket

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STEP 4:�Track Conversions

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Set Up Conversion Tracking on the 5 Major Networks

www.saasrise.com

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Set Up Ad Tracking Properly

www.saasrise.com

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STEP 5:�Launch Ads & Calculate CPL Per Channel

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Launch Matched Audience Ads

www.saasrise.com

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Create An Ads Audience With Primer

www.saasrise.com

You can either import your ABM Lead List CSV as a matched audience onto Meta, LinkedIn, Google, and Adroll or use a tool like Primer to automate the B2B ad audience creation. Primer saves time and helps you increase Meta match rates.

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Launch Retargeting Ads

www.saasrise.com

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Launch Lookalike Ads

www.saasrise.com

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Launch Thought Leadership Ads

www.saasrise.com

Began post boosting on LI

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Launch/Improve Paid Search Ads

www.saasrise.com

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STEP 6:�Scale Up �Lead Volume

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Optimize Every Step of Your Funnel

www.saasrise.com

We’ll help you optimize every step of your funnel in the B2B SaaS Growth Program

10% improvement in each area, reduces CAC by 33%!

25% improvement in each area, reduces CAC by 62%!

50% improvement in each area, reduces CAC by 90%!

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Improve Conversion Rate At Each Stage

www.saasrise.com

An Unoptimized B2B Funnel

An Optimized B2B Funnel

Ad Impressions

Unique Visitors

Leads

SQLs

Closed Won

1,000,000

4,000

CTR: 0.4%

Lead Conv: 2%

80

8

1

Qualified: 10%

Closed: 12%

CPM: $100

$100,000 Ad Budget

Ad Impressions

Unique Visitors

Leads

SQLs

Closed Won

2,000,000

20,000

CTR: 1%

Lead Conv: 3%

600

90

13

Qualified: 15%

Closed: 15%

CPM: $50

$100,000 Ad Budget

CAC: $100,000

CAC: $7600

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Determine CPL and CAC Per Channel

www.saasrise.com

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Scale Up What Works

www.saasrise.com

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STEP 7:�Ramp Sales & Success Teams

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Ramp Up Your Sales Team

www.saasrise.com

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Expand with Upsells & Crossells to Get NRR > 100%

www.saasrise.com

We’ll show you how to build out and compensate your CSM team so that upselling and cross selling is core to what they do - getting your monthly Net Revenue Retention above 100%

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Raise Capital For Profitable Payback Channels

www.saasrise.com

We can guide you on raising Revenue-Based Financing or Equity Capital, and how to conduct a recap if desired

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Prepare for a Successful Exit

www.saasrise.com

$0M

$100M

$250M+

$3M

$5M

$10M

ARR

$25M

$50M

List on a marketplace

Boutique Software M&A Advisor/Acquirers

Software Focused M&A Advisor

Large Deal Tech M&A Advisor

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Guaranteed Outcomes From the Program

www.saasrise.com

You will have built a comprehensive ABM Leads List of your target market using a combination of Apollo, Instantly, and ListKit (that you will then show matched audience ads to and send B2B outbound prospecting campaigns to).

2

3

Guaranteed outcomes by the end of the program as long as you follow the detailed weekly guidance

1

You will have launched/relaunched digital ads properly on Meta, LinkedIn, Google Display, Google Search, Bing Search, and Adroll – using our best practice guidance for ad creative, conversion rate optimization, targeting, tracking, and performance optimization. You will also know your CPL and CAC for each channel and each type of ads.

  • Retargeting ads
  • Lookalike ads
  • Matched audience ads
  • Search ads
  • Review site ads
  • Boosted post ads

You will have launched an AI-Driven B2B outbound prospecting campaign to your ABM Lead List using Instantly, AmpleMarket, and HeyReach that allows you to generate consistent qualified leads within your target market, using email and LinkedIn.

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The SaaS Growth System Roadmap

www.saasrise.com

Know Target �CAC & CPL

Know Target Market

ABM List �Building

Outbound Prospecting

Targeted �Digital Ads

Conversion Rate Optimization

Content Creation Machine

Building �Sales Team

AI-personalized email

Outbound LinkedIn

Building �Success Team

Scaling Profitable Channels

Matched Audience

Retargeting

Lookalike

Thought Leadership Post Boosts

Paid Search

Review Sites

One weekly killer piece of content

Landing Pages

Ads

Emails

Phones if you cold call

Matched Audience Syncing

Marketing Automation

Videos, case studies, �reports, articles, webinars

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www.saasrise.com

Program�Format

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B2B SaaS Growth Program Weekly Schedule

www.saasrise.com

Wk 1 — Oct 16, 2025 - Introduction to the Program - How the B2B SaaS Growth System Works

Wk 2 — Oct 23, 2025 - SaaS Unit Economics - Establishing Target CPL and CAC

Wk 3 — Oct 30, 2025 - ABM Lead List Building Week 1 (Apollo, Instantly, ListKit)

Wk 4 — Nov 6, 2025 - ABM Lead List Building Week 2 (LinkedIn Sales Navigator & Clay)

Wk 5 — Nov 13, 2025 - Creating Your Content Machine

Wk 6 — Nov 20, 2025 - Outbound Week 1 - AI Openers & Inbox Warmup

Week Off - Nov 27, 2025 (Thanksgiving Holiday)

Wk 7 — Dec 4, 2025 - Outbound Week 2 - Creating AI Personalized Email Sequences

Wk 8 — Dec 11, 2025 - Outbound Week 3 - Creating LinkedIn Sequences with HeyReach & AmpleMarket

Wk 9 — Dec 18, 2025 - Ads Week 1 - Ad Strategy, Pixels, & Conversion Tracking

Week Off - Dec 25, 2025 (Christmas Holiday)

Week Off - Jan 1, 2026 (New Year’s Day Holiday)

Wk 10 — Jan 8, 2026 - Ads Week 2 - Ad Creation, Campaign Structure & Retargeting

Wk 11 — Jan 15, 2026 - Ads Week 3 - Matched Audience Ads & Lookalike Ads

Wk 12 — Jan 22, 2026 - Ads Week 4 - Paid Search, Thought Leader Ads & Results Tracking

Wk 13 — Jan 29, 2026 - Ads Week 5 - Conversion Rate Optimization

Wk 14 — Feb 5, 2026 - Ads Week 6 - Ads Scaling Based on CPL and CAC - Reviewing Your Ad Results

Wk 15 — Feb 12, 2026 - Sales & Success Team Structure (SDRs, AEs, CSMs, NRR)

Wk 16 — Feb 19, 2026 - Reviewing Program Results & Program Graduation

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B2B SaaS Growth Program Implementation Timeline

www.saasrise.com

Google Retargeting Ads

Google Search Ads

Meta Visitor Retargeting

Bing Search

Adroll Retargeting

LinkedIn Retargeting Ads

Google

Meta

LinkedIn

Meta Matched Audience Ads

LinkedIn Matched Audience Ads

Meta Lookalike Ads

Outbound

Scaling Up Profitable CPL & CAC Campaigns

Adroll Matched Audience

MONTH 1

MONTH 2

MONTH 3

MONTH 4

Prep

Establish Current and Target CPL and CAC

LinkedIn Thought Leadership Ads (Boosted Posts)

Ad Tracking Setup

Launch Outbound Email Sequences

Launch Outbound Linkedin Sequences

Outbound Inboxes Warmup

Target Audience List Building

Bing & �Adroll

Scaling

Conversion Rate Optimization Work

Program Completion

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B2B SaaS Growth Program Delivery Checklist

www.saasrise.com

  • Calculate Your Unit Economics Accurately
    • ARPA, ACV, Lifespan, LTV, CAC, Churn
    • Target CAC and Target Payback Months
    • Explain the full SaaS Growth System and how each channel works together
  • Build Your Comprehensive ABM Leads List
    • Using Apollo, Instantly, ListKit and other lead prospecting tools�
  • Turn on Outbound Prospecting System
    • Domain and Inbox Setup
    • Leads import from ABM Leads List
    • AI-personalized email sequences
    • LinkedIn outreach using HeyReach
    • Weekly outbound performance sheet�

  • Creating Your Content Machine
    • Case studies, reports, articles
    • Marketing automation sequences
    • Turning cold leads into warm leads
    • Weekly high-quality newsletter to full list

  • Full Digital Ads Setup & Scaling
    • Set up ads tracking using Cometly
    • Improve/launch ads on Meta, LinkedIn, Google, Bing, Adroll
      • Retargeting ads
      • Matched audience ads
      • Lookalike Ads
      • Search Ads
      • Boosted post ads (LinkedIn)

  • Conversion Rate Optimization & Scaling
    • Landing page and ad optimization
    • Weekly ads performance sheet: CPL Per Channel
    • Scaling up your best performing channels

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Feedback from Graduates

www.saasrise.com

Manish Goyal�CEO & Founder

The level of detail that Ryan Allis and David Trachsel cover about outbound prospecting and digital advertising has been extraordinary. We’re now well into implementing the full SaaS Growth System for Friendbuy including the content creation system, paid advertising, and outbound email. I am so glad to be in the Done-With-You B2B SaaS Growth Program. My team and I have learned so much.

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Feedback from Graduates

www.saasrise.com

Philip Petrescu�CEO & Founder

Ryan and David really went the extra mile to help us implement the SaaS Growth System during the 16 week done-with-you program, helping out via Slack and WhatsApp, and even screen sharing with our LinkedIn and Meta accounts to help us get the ads right. The weekly structure was great. I was very grateful for their help in getting outbound and ads set up for Advanced Web Ranking.

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Feedback from Graduates

www.saasrise.com

Jim Koetting�Co-Founder

This program has been brilliant. Ryan really really knows his stuff. The content is so good and highly relevant and up-to-date. The live sessions, videos, and resources are so good. I’d do the course twice if I could!”

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Feedback from Graduates

www.saasrise.com

Aaron Riley,

VP Sales

This program is the Bible for building SaaS companies. It’s as simple as that.

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Our Team at SaasRise

www.saasrise.com

Our team is made up of experienced B2B SaaS company builders, former investment bankers, a Harvard MBA, and a Wharton MBA – and we have the relationships to help you prepare and connect you with the right firms to help you execute a successful SaaS exit whether you’re at $1M ARR or $100M ARR

Ryan Allis�$169M SaaS Exit

Harvard MBA

Salman Hatta

Former inv. banker

Wharton MBA

David Trachsel

Paid Ads Expert

For B2B SaaS

Lee Radloff

Sales Expert

For B2B SaaS

CEO

Member Success

Head of Growth

Head of Sales

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www.saasrise.com

Program�Cost

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Program Cost vs. Benefit

www.saasrise.com

$5000 Per Month for 4 Months

Cost

Fully operational customer acquisition machine from ads and outbound prospecting running inside your company 4 months from now, that has the potential to 2x the rate of revenue growth, adding many millions to your enterprise value

Benefit

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Are You A Good Fit for Our SaaS Growth Program?

www.saasrise.com

The following types of firms are a good fit for our four month Done-With-You B2B SaaS Growth Program.

  • ARR: $1M to $100M
  • Sector: B2B SaaS (SMB, Mid-market, or Enterprise)
  • Annual Contract Value: $1k to $250k
  • Capital: Ability to invest $5k/month for 4 months in the program (program cost)
  • Other costs: Plus about $2k/mo in software tools and $5k/mo in months 3 + 4 for ad spend test

If you’re a fit and would like to join our program, apply here

16 weeks with hands-on weekly live guidance with SaasRise CEO/Founder and former iContact CEO/founder Ryan Allis

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Software Tool Costs

www.saasrise.com

Category

Tools

Cost

ABM Lead Data

Apollo.io, LinkedIn Sales Navigator, Clay, Wavo, ZoomInfo

$1,000-$10,000 one-time cost, depending on size and complexity of target audience list and how much AI personalization you choose to implement

AI Outbound Personalization

Clay, Claude, ChatGPT, Gemini

Outbound Prospecting (Email,

High-Intent Lead Prospecting,

LinkedIn automation)

Instantly, AmpleMarket, HeyReach

$500-1,500/mo.

Ad Tracking and Attribution

Cometly

~$1,000/mo.

Matched Ad Audience Creation

Primer

~$1,000/mo.

Digital Advertising

Google, Meta, LinkedIn, Bing, Adroll, G2

TBD as ROI proves out; $5,000/mo. min test budget recommended for month 3 and 4

Fully implementing the B2B Saas Growth System generally include a one-time ABM lead list building cost, about $3k per month in software tools, and advertising spend

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Done-With-You vs. Done-For-You Programs

www.saasrise.com

SaaS Growth System�Done-With-You Implementation

Eligibility: B2B SaaS Firm CEOs/Founders/CMOs/Heads of Mktg/Mktg Managers

Cost: $5k/mo for 4 months

SaaS Growth System�Done-For-You Implementation

Eligibility: B2B SaaS Firms with $1M to $100M in ARR

Cost: $30k/mo for 6 months

To learn more about our Done-For-You Program reach out here

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www.saasrise.com

How to �Apply

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Apply for the SaaS Growth Program

www.saasrise.com

Once you apply we’ll review and accept your application within 1 business day and send you the link to officially register

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