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SaaS marketing foundations course
Four lessons covering how SaaS marketing works, choosing a motion, building an ICP and message, and planning channels and budget, with worksheets included.
On this page 8 sections
- Who this is for, and who should skip it
- The four artefacts you finish with
- Lesson 1: how SaaS marketing works
- Lesson 2: choosing your go to market motion
- Lesson 3: ICP, offer and message
- Lesson 4: channels and budget
- What this course deliberately does not cover
- Enrol, or just read it
- Frequently asked questions
The short answer
This is a free four lesson email course for founders and first marketing hires at B2B SaaS companies. Each lesson takes 40 to 60 minutes and ends with a completed document rather than a feeling of progress. By the end you will have a written ICP, a documented go to market motion decision, a message hierarchy, and a channel and budget plan sized against your own CAC payback.
Key points before you start
Most marketing courses are entertainment with a certificate attached. You finish four hours of video, feel informed, and produce nothing your CEO can read. This one is built the other way round: every lesson ends with a document, and if the document is not finished the lesson is not finished.
Who this is for, and who should skip it
This course is for founders running marketing themselves, first marketing hires, and people arriving in SaaS from agency work or from selling a product that gets bought once. The assumed company is somewhere between 200,000 and 10 million dollars in ARR, with real customers and no written plan.
Skip it if you have run a SaaS marketing function before. You will find the four lessons obvious and the worksheets slow. Go straight to the SaaS marketing hub and pick the playbook matching your contract value band.
Also skip it if your problem is a single channel rather than the whole function. Somebody who already knows their ICP and just needs search traffic should take the SaaS SEO Sprint instead. Somebody whose positioning is the actual problem should take the SaaS Positioning Sprint, which goes far deeper on category and differentiation than lesson three does here.
One prerequisite that is not optional
The four artefacts you finish with
The point of the course is the output, so here is the output stated plainly before the curriculum.
| Lesson | Artefact you finish with | Time | Depends on |
|---|---|---|---|
| 1. How SaaS marketing works | A one-page map of your funnel and bowtie with current numbers filled in | 40 min | Nothing |
| 2. Choosing your motion | A written motion decision with the ACV evidence behind it | 60 min | ACV, gross margin, churn |
| 3. ICP, offer and message | An ICP document and a three-level message hierarchy | 60 min | Access to five customers |
| 4. Channel and budget plan | A costed channel plan sized against your CAC payback | 50 min | Lessons 1 to 3, budget figure |
Lesson 1: how SaaS marketing works
Lesson one covers the structural difference between selling a subscription and selling anything else: revenue recognised over time, the product as a distribution channel, and churn as a negative growth loop. You map your own funnel, then extend it into the bowtie stages after the sale, and mark which of the post-sale stages currently has an owner.
Most people find the same thing at this point. The left half of the map has four owners and the right half has none. That gap is usually worth more than any campaign on the roadmap.
Lesson 2: choosing your go to market motion
Lesson two runs the motion decision against your contract value. Under 5,000 dollars ACV, self serve is the only motion with survivable economics. Above 100,000, no free trial gets past procurement. The awkward band is 25,000 to 100,000, where product-led funnels quietly stop working and companies keep reporting trial signups as though nothing has changed.
You calculate CAC payback for your own business during this lesson and compare it against the 16-month private B2B SaaS median. The worksheet output is a one-paragraph decision with the arithmetic attached, which is the thing you will point at in six months when somebody proposes a channel that contradicts it.
The lesson uses named companies as reference points rather than abstract categories, because the bands are easier to place yourself against that way. Figma and Canva anchor the self-serve end, where a single user produces something shareable and the file carries the distribution. Notion and Airtable sit in the sales-assisted middle, where a free workspace spreads across a team and a rep appears once seat count crosses a line. Gong and Datadog anchor the enterprise end, where marketing is aimed at a CRO or a VP of Engineering who will never personally log in.
Self-paced learning
Build your SaaS marketing study plan
Choose a free course and work through its published lessons at your own pace. Save the course index for later.
Lesson 3: ICP, offer and message
Lesson three is the one people want to skip and should not. You will interview or review five current customers, identify the pattern in why they bought, and write an ICP that excludes people. An ICP that excludes nobody is a description of the market, not a profile.
Then you build a message hierarchy in three levels: the one-sentence positioning claim, the three supporting claims underneath it, and the proof for each. Proof means a customer name, a number, or a demonstration. It does not mean an adjective.
The most common failure in lesson three
Lesson 4: channels and budget
Lesson four sizes spend. The starting reference is the 8 percent of ARR median that SaaS Capital reports for private B2B SaaS, but the real constraint is payback. Under 12 months of payback you should spend more. Past 24 months, extra budget brings forward the day you run out of money, and the correct move is fixing conversion or retention first.
You score channels against your motion and contract value, rank them, and cost the top three. The output drops straight into the SaaS marketing plan template if you want a formatted version to circulate.
What this course deliberately does not cover
Execution depth. The course gets you to a defensible plan and stops there. It will not teach you to write a comparison page, build a lifecycle email programme or run LinkedIn ads.
For those, the cluster has dedicated material. The SaaS Lifecycle Email Course handles the post-sale sequences that lesson one tells you are missing. SaaS marketing essentials is the reference version of the same ground this course covers, useful if you prefer reading to worksheets. And if you want to keep learning after the four lessons, the roundup of SaaS marketing books, newsletters and podcasts lists what is worth your time and, more usefully, what is not.
Editable working copy
Download this template
Save an editable working copy of the framework on this page. Add your own owners, evidence and decisions.
Enrol, or just read it
Both work. The lessons are published in full on this site and you can work through them today with no email address. The email version paces them one per week, which sounds slower and finishes more often, because a course sitting in an open browser tab has a completion rate close to zero.
Before lesson one
0 of 5 done
One person completing the worksheets produces a plan. Two people completing them separately and then comparing produces a better plan and a much shorter argument later, because the disagreements surface on paper instead of in a quarterly review.
Editable CSV worksheet
SaaS Marketing planning worksheet
A practical fundamentals planning worksheet: decisions, owners, evidence and next actions.
Frequently asked questions
Is this SaaS marketing course free?
Yes. All four lessons are readable in full on this site without an email address, and the worksheets are free too. The email version exists because most people who bookmark a course never return to it, and a lesson arriving on a Tuesday morning has a better completion rate than a tab left open for three weeks.
Who is this course for?
Founders doing marketing themselves, first marketing hires at a SaaS company, and people moving into SaaS from agency or non-subscription B2B roles. The sweet spot is a company between roughly 200,000 and 10 million dollars in ARR that has some customers and no written plan for getting more of them.
How long does the course take?
Between three and four hours in total, spread across four lessons of 40 to 60 minutes each. That time assumes you actually complete the worksheet at the end of each lesson. Reading without completing the worksheets takes about 50 minutes total and produces nothing you can use in a planning meeting.
Do I need marketing experience to take it?
No marketing background is required, but you do need access to your own numbers. Lessons two and four depend on knowing your average contract value, gross margin and rough churn rate. If you cannot get those figures from your finance system or founder, get them before you start lesson two.
What is the difference between this and the SaaS SEO Sprint?
This course covers the whole marketing function at a foundational level and outputs a plan. The SaaS SEO Sprint is a single-channel execution course that assumes you have already decided search is a channel worth investing in. Take this one first if you are not sure, and the sprint second if the plan says SEO.
Will this help if we have no marketing budget?
Partly. Lessons one through three cost nothing but time and are arguably more valuable when budget is tight, because the main risk at zero budget is spending scarce founder hours on the wrong audience. Lesson four assumes some spend exists, though the worksheet handles a budget of zero by ranking channels on time cost instead.
The saas-marketing.net editorial team Research and editorial
We research, write and maintain every page on this site. The library explains marketing decisions through practical frameworks, explicit assumptions and references. Corrections can be requested through the contact page.
Published September 11, 2026. Last updated .
Lessons
Work through them in order. Each one ends with an exercise.
- LessonMap the SaaS customer journeyExplain how acquisition, activation, retention and expansion connect before choosing a marketing tactic. Complete the exercise, produce a working artifact and review it against a practical rubric.
- LessonChoose a workable go-to-market motionMatch evaluation and buying complexity to the amount of human assistance the economics can support. Complete the exercise, produce a working artifact and review it against a practical rubric.
- LessonConnect customer fit, offer and messageBuild a message from a real customer situation and a product capability that changes the outcome. Complete the exercise, produce a working artifact and review it against a practical rubric.
Related topics
Map the SaaS customer journey
Explain how acquisition, activation, retention and expansion connect before choosing a marketing tactic. Complete the exercise, produce a working artifact and review it against a practical rubric.
SaaS marketing essentials
The twelve things a new SaaS marketer has to understand in week one, from recurring revenue math to who actually signs the contract in a buying group.
SaaS marketing books, newsletters and podcasts
A short vetted list of SaaS marketing books, newsletters and podcasts: what each is good for, who should skip it, and the one idea worth taking.
How to build a SaaS marketing strategy
A strategy is eight decisions, not a tactic list. ICP, motion, positioning, channels, budget, funnel math, team and review cadence, with a 90 day sequence.
SaaS marketing
What SaaS marketing is, how it differs from other B2B marketing, and the motions, benchmarks and channel math behind every decision, with sources attached.
SaaS marketing plan template
A ten section plan template plus a filled in example for a $9M ARR SaaS company: targets, channel budget, owners, stop rules and the quarterly review agenda.