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.
We're currently running full-funnel programs for B2B SaaS companies in fintech and legal tech.
Monthly report · pipeline by engineSample data · illustration
$412Ksourced pipeline
Answer$138K
Demand$104K
Outbound$81K
Nurture$56K
Authority$33K
Answer Share24%
Cost per opportunity$1,180
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
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.
01
Activity isn't the goal.
Clicks, impressions and opens are a cost until they turn into demos.
02
Channels work better together.
Search, ads, outbound and email should share one plan and one set of data, not compete for credit.
03
AI answers now start the journey.
If an assistant doesn't name you, buyers may never reach the channels you're paying for.
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
NP
Northwind Pay
Enriched from a new sign-up · maya.chen@northwindpay.com
Fictional
Segment
Fintech SaaS, 300 to 400 employees
via CrunchbaseFirmographic
Tech stack
NetSuite, Salesforce, Stripe
via ApolloTechnographic
Intent
Comparing expense management tools
via ZoomInfoIntent
Buying group
Maya Chen (VP Finance), Controller, RevOps lead
via CognismContacts
Fit
Tier 1 account
via ClayScore
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?
“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?
Compared on
Your setupFreelancer mix
With usClick Sage
Who runs strategy
Who runs strategyYou, between freelancers
Who runs strategyA senior team across every engine
Channels connected
Channels connectedEach works in its own silo
Channels connectedAll six, on shared data
What gets reported
What gets reportedA different report from each
What gets reportedOne pipeline number, monthly
Markup on ad spend
Markup on ad spendVaries
Markup on ad spendZero, in your own accounts
What you manage
What you manageEvery freelancer
What you manageDirection and approvals
What didn't work
What didn't workRarely in one place
What didn't workReported every month, next to what did
Built for
Built forWhatever each freelancer takes on
Built forB2B SaaS only
How engagements work.
Scoped to your goals and channels after a strategy call. These terms are the same for everyone.
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.
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.
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.
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