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B2B SaaS marketing agency · six engines

Turn every channel into pipeline.

Click Sage is the B2B SaaS marketing agency that turns search, AI answers, ads, outbound, email and social into one number: pipeline. We lead with AI search, where more and more buyers now start.

30-minute call · pricing shared after the call

We're currently running full-funnel programs for B2B SaaS companies in fintech and legal tech.

  • 01Answer EngineGoogle and Bing search, ChatGPT
  • 02Demand EngineGoogle Ads, Microsoft (Bing) Ads
  • 03Outbound EngineCold email, LinkedIn outreach
  • 04Nurture EngineLead nurture, Trial-to-paid
  • 05Authority EngineLinkedIn, company and founder-led, YouTube
  • 06Pipeline EngineAnswer, Demand

Every channel reports a win. Pipeline doesn't move.

SaaS teams often run search, ads, email and social through different agencies and freelancers, each with its own report and its own definition of success.

This quarter's channel reports

Illustration

Search · rankings

+38%

Paid · clicks

2,140

Email · opens

41%

Social · followers

+1,280

Outbound · replies

96

Web · sessions

+24%

Pipeline · this quarter

+0%vs last quarter

One quarter of channel reports, side by side. Illustration, not client data.
  1. 01

    Activity isn't the goal.

    Clicks, impressions and opens are a cost until they turn into demos.

  2. 02

    Channels work better together.

    Search, ads, outbound and email should share one plan and one set of data, not compete for credit.

  3. 03

    AI answers now start the journey.

    If an assistant doesn't name you, buyers may never reach the channels you're paying for.

    How the Answer Engine works

Pick the problem. We run the engine that fixes it.

Run one engine or all six together. Each is measured in pipeline.
Explore the engines
  1. Sound familiar?ChatGPT recommends your competitor.The fix: Answer Engine
    Answer EngineBe the answerRank in Google and get named in ChatGPT, Perplexity, Gemini and AI Overviews, where buyers now build their shortlists.Buyer questionsPages and citationsDemos
  2. Sound familiar?Ads get clicks. Sales gets junk.The fix: Demand Engine
    Demand EngineAd spend measured in opportunitiesPaid search, paid social and ChatGPT Ads where available, judged on pipeline, not clicks.AudiencesAds and pagesOpportunities
  3. Sound familiar?Outbound is all volume, no replies.The fix: Outbound Engine
    Outbound EngineConversations with the right accountsTargeted cold email and LinkedIn outreach to the accounts that fit, built on enriched data and run by the rules.ICP accountsPersonal sequencesMeetings
  4. Sound familiar?Leads go cold after the first touch.The fix: Nurture Engine
    Nurture EngineFrom interested to bookedEmail programs that turn leads, trials and new sign-ups into demos and customers.Opt-insLifecycle emailsDemos and upgrades
  5. Sound familiar?Your buyers have never heard of you.The fix: Authority Engine
    Authority EngineGo where your buyers already areOrganic social, video and founder-led content on the channels your buyers actually use.Founder contentTarget accountsInbound demos
  6. Sound familiar?Nobody owns the plan between channels.The fix: Pipeline Engine
    Pipeline EngineOne program, one numberEvery engine run as one program, by one team, against one pipeline number.Five enginesOne plan, shared dataOne number

Same buyer. Two ways to see her.

Follow one fictional buyer through five touches: what each vendor would report, next to what one program reports.

Maya Chen · VP Finance, Northwind Pay

Illustration · fictional

  1. 01 · Answer Engine

    She asks an AI assistant first.

    She asks for a shortlist. Ledgerly is on it, cited from its own comparison page.

    SEO agency report
    Rankings up 3 places
    Click Sage report
    Touch 1 of 5: on the shortlist
    01 · Answer Engine

    AI assistant

    Best expense software for a 300-person fintech?

    Ledgerly is a strong fit: approvals, ERP sync and card controls12.

  2. 02 · Authority Engine

    A founder's post finds her feed.

    Proof from a person, not a logo. She likes it, and the name sticks.

    Social freelancer report
    412 reactions
    Click Sage report
    Touch 2 of 5: trust before the pitch
    02 · Authority Engine

    Social feed

    Priya Raman · Founder, Ledgerly2h · Maya liked this

    Month-end, minus the chaos.

  3. 03 · Demand Engine

    An ad follows up, on purpose.

    Retargeting only the people who already know you. She clicks back to the site.

    Paid agency report
    1 click, CTR 2.1%
    Click Sage report
    Touch 3 of 5: back on the site
    03 · Demand Engine

    Sponsored

    Promoted · Ledgerly

    The approval flow finance teams copyBook a demo

  4. 04 · Nurture Engine

    A useful email lands.

    The month-end checklist. She opens it and forwards it to her controller.

    Email tool report
    Opened, 1 click
    Click Sage report
    Touch 4 of 5: now two people are reading
    04 · Nurture Engine

    Inbox

    • Payroll · April summary
    • Ledgerly · The 12-minute month-end checklist
    • Calendar · Weekly sync
  5. 05 · Outbound Engine

    The right note, the right week.

    An outbound reply at the moment she is comparing. Thursday, 10:30.

    SDR agency report
    1 meeting booked
    Click Sage report
    Touch 5 of 5: demo booked
    05 · Outbound Engine

    Messages

    Worth a 20-minute look at how fintech teams handle approvals?

    Timely. Thursday works.

    THU 14Demo booked10:30 with Ledgerly

  6. 06 · Pipeline Engine

    One $48K deal. One report.

    Five vendors would hand you five wins and a deal marked “Direct”. We hand you the deal, the path that made it, and the engine that sourced it.

    Five vendor reports
    Five wins. Source of the $48K: “Direct”.
    Click Sage report
    Sourced by the Answer Engine, influenced by 4 more
    06 · Pipeline Engine

    CRM · Opportunity

    Northwind PayOpportunity · owner: SalesQualified

    $48,000ARR

    How it got here

    AI answerFounder postAdEmailOutbound

    Sourced by the Answer Engine · influenced by 4 more

Book a strategy call

We'll trace last quarter's deals the same way.

Every engine runs on enriched account data.

We build account lists, contact data and intent signals with tools like ZoomInfo, Apollo, Clay and Cognism, so every engine reaches the right buyers, not just more of them.

  • ZoomInfo
  • Apollo
  • Clay
  • Cognism
  • Lusha
  • Crunchbase
  • Snov.io
  • Zapier

Northwind Pay

Enriched from a new sign-up · maya.chen@northwindpay.com

Fictional
Segment
Fintech SaaS, 300 to 400 employees
Firmographic
Tech stack
NetSuite, Salesforce, Stripe
Technographic
Intent
Comparing expense management tools
Intent
Buying group
Maya Chen (VP Finance), Controller, RevOps lead
Contacts
Fit
Tier 1 account
Score
Read byAnswerDemandOutboundNurtureAuthority
A new sign-up, enriched into the account record every engine reads. Fictional company.

The Cited Pipeline Method

A five-stage operating system for every engine, built around one question: did this work create pipeline?
See the method

Every month, back to Map

Month 1Answer Share 12%

Illustration

01 · Map

Questions buyers asked this month

  • “best expense software for a 300-person fintech”AI answers
  • “Ledgerly vs Corvane approvals”Search
  • “month-end close checklist”Social and email

We map how your buyers search, ask, scroll and respond: the queries and prompts behind search and AI answers, the audiences for ads and outbound, and the moments where email and social reach them.

Built for B2B SaaS, not borrowed from e‑commerce.

Each of these can work. The difference is who connects the channels, and what gets reported.

How do you run marketing today?

Your setupFreelancer mixWith usClick Sage
Who runs strategyYou, between freelancersWho runs strategyA senior team across every engine
Channels connectedEach works in its own siloChannels connectedAll six, on shared data
What gets reportedA different report from eachWhat gets reportedOne pipeline number, monthly
Markup on ad spendVariesMarkup on ad spendZero, in your own accounts
What you manageEvery freelancerWhat you manageDirection and approvals
What didn't workRarely in one placeWhat didn't workReported every month, next to what did
Built forWhatever each freelancer takes onBuilt forB2B SaaS only

How engagements work.

Scoped to your goals and channels after a strategy call. These terms are the same for everyone.
Book a strategy callHow we work
  1. Strategy call, then

    First term · 90 days

    Set up

    Tracking, data and a 90-day plan ranked by pipeline impact

  2. Launch

    The engines you chose go live

  3. First signals

    Demos and pipeline, read in the monthly report

  4. Then 30 days' notice

    Month to month

    Keep going for as long as it works

Zero markup: ad spend runs in your own ad accounts, and you pay the platforms directly
0%markup on media

Where your ad spend goes

  1. Your budget
  2. Your ad accounts
  3. Google, LinkedIn, Meta

It never passes through us, so there's nothing to mark up.

Field notes on SaaS growth.

Research and playbooks on search, AI answers and the channels that create pipeline.
All insights

SaaS PPC: how to run paid ads that create pipeline, not just leads

Paid media · Oct 17, 2026 · 6 min read

Most SaaS PPC accounts are optimized for cheap leads and judged on cost per lead, so they buy plenty of form fills and little pipeline. Here's how to run paid search and paid social for B2B SaaS that's measured, and bid, on the opportunities it creates.

A SaaS content strategy built on buyer questions

Content · Oct 17, 2026 · 6 min read

Most SaaS content calendars are lists of topics someone thought were interesting. This strategy starts from the questions your buyers actually ask, gives each one a single page, puts that page to work across search, AI answers, email, social and sales, and measures it in pipeline.

Brand mentions in ChatGPT: how to track them, and what they're worth

Measurement · Oct 14, 2026 · 7 min read

ChatGPT has no Search Console. To know whether it recommends your brand, you have to measure it yourself, and one answer tells you almost nothing. Here's a 5-step, tool-neutral method for B2B SaaS: clean, repeated runs, Answer Share scoring, accuracy audits and pipeline attribution.

Questions

Anything else? Ask us on a strategy call.

Showing all 11 questions

What does Click Sage do?

We're a B2B SaaS marketing agency. We run six engines: search and AI answers, paid ads, outbound, email and social, or all of them together. Each one is measured in pipeline.

What is AEO?

Answer Engine Optimization: making your brand the source AI assistants cite and recommend, alongside traditional search rankings. It's at the heart of our Answer Engine.

Which companies do you work with?

B2B SaaS companies only, from early-stage startups to mid-size and enterprise teams.

Can we start with one engine?

Yes. You can start with one engine and add more later. The Pipeline Engine runs all of them as one program.

How do you measure success?

Pipeline is the number that matters: demos, opportunities and sourced pipeline by channel. Leading indicators, such as Answer Share for AI search or cost per opportunity for paid, show progress along the way.

Who actually does the work?

A named strategist leads your program and is your one point of contact, working with the team that runs each engine you choose.

Who owns what we build together?

You do. Your ad accounts (with zero markup on media), CRM records, content and creative stay yours; enrichment data is used under each provider's license.

How do you run outbound?

With targeted lists built from your ICP, sent from domains you own. Opt-outs are honored immediately, and sending is consent-aware wherever the law requires it.

How long until results?

Paid and outbound can show early signals within weeks. Search and AI citations compound over months. We'll set honest expectations for each engine on the strategy call.

What if it isn't working by day 90?

The monthly report shows what is and isn't creating pipeline, and effort moves to what works. After the 90-day first term it's month to month, so you can stop with 30 days' notice.

What does it cost?

Every engagement is scoped to your goals and channels. We share pricing after the strategy call. See how we work.

Let's build your pipeline.

On the call:

  • Where your pipeline comes from today
  • Which channels are underperforming
  • Which engine to start with, and what to expect from it
Book a strategy call

30-minute call · pricing shared after the call