Alright, looking for a B2B SaaS marketing agency, especially in a place like London, can feel like a proper maze. There are so many of them, and they all say they're the best. The real trick is figuring out who actually knows their stuff and who's just good at selling themselves. I've been in paid advertising for years, and I've seen alot of businesses get this wrong. So here's my honest take on how you should go about it, without the fluff.
Forget the fancy sales pitches for a minute. Your number one job is to become a detective. You need to dig into what these agencies have actually done, not just what they promise they can do. It's less about their swanky London office and more about whether they've actually driven results for a company like yours.
So, where do you even start the search?
You'll probably start with a Google search, maybe look at some industry directories. That's fine for getting a long list of names. But the list itself isn't the valuable bit. The real work begins when you have to shorten that list. Don't get distracted by who has the slickest website. I've seen agencies with amazing websites that couldn't run a profitable campaign to save their life, and agencies with simple sites that are absolutly brilliant at paid ads.
Your first filter should be simple: do they specialise in B2B SaaS? B2B is a completely different beast to B2C. The sales cycles are longer, the decision-making process involves multiple people, and the ad platforms you use are different. If an agency's portfolio is full of eCommerce fashion brands and local restaurants, they probably aren't the right fit for your software company. You need someone who lives and breathes B2B, who understands things like cost per trial, user acquisition cost, and lifetime value in a SaaS context.
What's the first thing you should be looking at?
Case studies. Simple as that. This is non-negotiable. If an agency can't show you detailed case studies of their work with other B2B SaaS companies, just walk away. It's the single most important peice of evidence you have.
But don't just glance at them. You need to really analyse them. Here's what I'd be looking for:
-> Relevancy: Are the case studies for B2B SaaS companies? Even better, are they in a similar niche or facing similar challenges to you? An agency that's scaled a project management tool will have a much better idea of how to help your productivity app than one that's only ever worked with enterprise-level cybersecurity software.
-> Real Numbers: Vague statements like "we increased their leads" are meaningless. You need concrete numbers. Look for specifics. For instance, I remember one B2B software client where we got 4,622 registrations at $2.38 per registration using Meta Ads. Or for another SaaS client, we generated 1535 trials also using Meta Ads. We've also worked with clients where the goal was reducing costs, like one medical job matching SaaS where we took their Cost Per User Acquisition from a painful £100 down to just £7 using a combination of Meta and Google Ads. These are the kind of tangible results you should be looking for. It shows they track the right metrics and they aren't afraid to share them.
-> The 'How': A good case study doesn't just show the results, it gives you a glimpse into the strategy. Did they use Google Ads? LinkedIn? Meta? What was their thinking? It doesn't need to give away all their secrets, but it should demonstrate that there was a proper strategy behind the success, not just dumb luck. If it just says "we ran some ads and got great results", be suspicious.
After case studies, look for reviews and testimonials. See what actual clients have to say. Are the reviews detailed? Do they sound authentic? This adds another layer of social proof. A strong combination of detailed case studies and glowing reviews is a very good sign you're on the right track.
How do you know if their 'expertise' is real or just talk?
Okay, so you've found an agency with some promising case studies. The next step is to get on a call with them. This is where you seperate the experts from the salespeople. Many agencies, us included, will offer some kind of free initial consultation or an account review. This is your chance to test their knowledge.
Don't let them just run through a sales presentation. You should come prepared with specific questions about your business. Ask for their initial thoughts on your strategy. A good agency will give you genuine, actionable advice on that first call. They should be able to look at your situation and say, "Okay, based on what you're telling me, I'd probably start by testing X on LinkedIn, or focusing on these specific keyword types on Google Search." They should be asking *you* smart questions too, about your ideal customer, your customer lifetime value, your sales process.
One massive red flag is anyone who promises you specific results. Tbh, in paid advertising, you can't promise anything. There are too many variables. You can't predict exactly how a new campaign will perform. An experienced expert knows this. They'll talk about realistic expectations, benchmarks they've seen, and the process of testing and optimisation they'll use to find what works. If someone says "We'll definitly get you a 10x ROAS in three months", they are either lying or inexperienced. Run away.
Also, pay attention to how they talk. Do they sound like they know what they're doing, or are they just throwing around corporate jargon? You want a partner who can speak plainly and directly about strategy, not someone who hides behind buzzwords.
What platforms and funnel should a good B2B SaaS agency suggest?
This is another key test of their expertise. For B2B SaaS, the platform and funnel choice is everything. It's not the same as selling a t-shirt online.
First, the funnel. For high-ticket B2B software, a simple "buy now" funnel often doesn't work. The sales cycle is longer. You might be better off generating leads for a demo, a sales call, or a free trial. An agency that understands this will talk about building a lead generation engine, not just an ad campaign. They should be focused on getting you qualified conversations, not just clicks.
Then there's the platform choice. This is where real expertise shows. They shouldn't just say "we'll run Facebook ads". They should justify their choice based on your ideal customer.
-> Is your audience actively searching for a solution? If so, Google Search ads are likely your best option. You're capturing intent from people who already know they have a problem. The agency should talk about keyword research, targeting phrases like "accounting software for agencies" or "project management tool for remote teams".
-> Do you need to reach specific decision-makers in certain industries? This is where LinkedIn Ads shine. It's more expensive, but the targeting is incredibly precise. You can target a "Head of Marketing" at companies with "50-200 employees" in the "Software industry". No other platform offers that level of B2B granularity. I remember one campaign we ran for a B2B software client targeting decision makers on LinkedIn and got them leads for a $22 CPL, which for that specific audience was a fantastic result. A good agency will know how to build these specific audiences and what kind of ads work best, whether it's sponsored content with a Lead Gen Form or a simple image ad to a landing page.
Here's a quick look at how you might structure targeting for a fictional SaaS that sells data enrichment tools:
| Targeting Layer | Specifics |
|---|---|
| Industries | Marketing and Advertising, Financial Services, Computer Software |
| Company Size | 51-200 employees, 201-500 employees |
| Job Functions | Marketing, Sales, Information Technology |
| Job Seniorities / Titles | Director, VP (Vice President), C-level (CMO, CSO, CTO) |
-> Are you targeting small businesses more broadly? This is where Meta (Facebook/Instagram) can sometimes work. The B2B targeting options are more limited, but you can target "small business owners" or "business page admins". It can be very effective if you get it right. I remember one B2B SaaS campaign we ran on Meta that brought in over 5,000 software trials at a cost of just $7 per trial. But it's easier to get wrong than LinkedIn, so the agency needs to prove they've done it succesfully before.
The bottom line is, they should have a clear rationale for *why* they are recommending a certain platform over another for your specific business.
What about your website? A good agency should talk about it
I've seen so many businesses pour money into ads, only for it to fail because their website or landing page wasn't up to scratch. A good agency won't just take your money and run ads to a broken page. They'll be brutally honest with you.
I just had a look at a B2B software client's site recently and could see instantly why their ads weren't working. They weren't offering a free trial, which is almost essential when your competitors are. Their main value proposition was about "privacy," but for their target audience, features and reliability were way more important. The copy was weak. We had to tell them straight: fix the offer and the landing page first, *then* we can make the ads work.
A good agency partner will tell you this. They should talk about the importance of a persuasive landing page, professional copy, and a compelling offer (like a free trial or a high-value demo). If they don't even mention your website, it suggests they only care about their bit of the puzzle (the ads) and not your overall success.
Final Gut Check: Trust and Red Flags
At the end of the day, this is a partnership. You need to be able to trust the agency you work with. After you've reviewed their case studies, had a consultation call, and feel like they have the right expertise, you should have a good sense of whether you can trust them.
There's one final thing I'll mention. Sometimes a potential client will go through all the steps—they'll see our detailed case studies, recieve a free, in-depth account review where we give them tons of actionable advice—and then at the end, they'll ask to speak to one of our current clients for a reference. Tbh, for us, this is an instant red flag. It signals a fundamental lack of trust from the very beginning. If all the evidence we've provided isn't enough, then we're probably not a good fit, because that trust issue will likely continue throughout the partnership.
You need to do your due diligence, of course. But at some point, you have to make a decision based on the expertise and evidence in front of you. Finding an agency is about finding a partner you beleive in, not one you have to constantly second-guess.
I've detailed my main recommendations for you below:
| Vetting Step | What to Do | Red Flag to Watch For |
|---|---|---|
| 1. Initial Screening | Filter for agencies that explicitly mention B2B SaaS experience on their website. | Agency portfolio is all B2C / eCommerce. |
| 2. Case Study Deep Dive | Look for detailed B2B SaaS case studies with real, specific metrics (CPL, CPA, ROAS, # of trials). | Vague results ("increased leads") or no relevant case studies at all. |
| 3. The Consultation Call | Ask for their initial thoughts on your strategy. See if they provide genuine, specific advice. | They promise specific results or just give you a generic sales pitch. |
| 4. Strategy Check | Question their recommended ad platforms (e.g., Google Search vs LinkedIn). They should have a clear reason. | A one-size-fits-all approach without justification for your specific business. |
| 5. The Offer & Funnel | Ensure they discuss your website, landing page, and offer (e.g., free trial). | They don't mention your website or the conversion funnel at all. |
Picking the right agency is a huge decision, and it can be teh difference between your SaaS stagnating or scaling successfully. It's a complex process, and there's a lot to get right, from the high-level strategy down to the tiny details of audience targeting and ad copy.
This is why many B2B SaaS founders ultimately decide to work with an expert. It's not just about saving time; it's about leveraging years of experience to avoid costly mistakes and get to profitability faster. A good agency has already run hundreds of tests, spent millions in ad spend for clients, and knows what levers to pull to make a campaign work.
If you're feeling a bit overwhelmed by it all and would like a second opinion on your current strategy or help in finding the right path forward, many specialist consultancies, including ours, offer a free, no-obligation consultation to review your goals and see how we can help. It can be a great way to get some clarity and expert advice tailored to your business.
Hope this helps!
Lukas Holschuh
Founder, Growth & Advertising Consultant
Great campaigns fail without expertise. Lukas and his team provide the missing strategy, optimizing your entire advertising funnel—from ad creatives and copy to landing page design.
Backed by a proven track record across SaaS, eLearning, and eCommerce, they don't just run ads; they engineer systems that convert. A data-driven partnership focused on tangible revenue growth.