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12
min read

How Do You Define an Ideal Customer Profile for B2B SaaS? With Former Recurly CRO, Nick Naso

June 6, 2025

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Former Recurly CRO, Nick Naso, on why most lead quality arguments are really ICP arguments, and how often you should be rewriting the definition.

How do you define an ideal customer profile for B2B SaaS?

An ideal customer profile is the set of firmographic and behavioral traits shared by the accounts you close fastest and keep longest. Build it from your own closed-won data, not from who you wish bought from you, and rewrite it at least once a year. Most lead quality complaints turn out to be an ICP that stopped being true.

What You Will Take Away

“It wasn’t that they were not the right sellers. It was that they weren’t the right sellers for Recurly at the time.”

Where a lead comes from predicts whether it converts, by a factor of two. Organic search leads convert to sales-qualified at around 51%. Paid search leads convert at around 26%. Same company, same sales team, same definition of qualified. Before you change the definition, look at the source mix.

Rewrite the ICP once or twice a year, formally. Nick Naso’s answer is a calendar commitment, not a project. The definition does not decay because anyone got it wrong; it decays because the market moves and nobody scheduled a review.

Build it from closed-won data, not from the pitch deck. The accounts you actually closed fastest and kept longest are a description of your ICP. The accounts you wish you had are a description of your ambition. They are different documents.

When the numbers stop working, look at the team before the product. His point about structure applies to marketing as much as sales. A definition nobody in sales was consulted about will be ignored regardless of how good it is.

Listen on SpotifyListen On Apple PodcastsListen on Amazon MusicListen on TuneInListen on PandoraListen on Deezer

What This Episode Covers

  • [03:40] Introduction and Nick Naso’s path into sales
  • [09:42] Why Nick joined Recurly
  • [12:17] Moving from individual contributor to revenue leader
  • [15:41] Adapting the sales team and staying close to customers
  • [20:36] Keeping the ideal customer profile current
  • [22:56] Building revenue ownership across the company
  • [26:53] Subscription growth, personalization and flexibility
  • [31:07] New opportunities for subscription businesses
  • [34:16] Evaluating vendors and adapting to informed buyers
  • [40:38] Mentors, leadership lessons and closing remarks

Where Your Leads Come From Changes Whether They Convert

Before you rewrite your lead definition, check your source mix. Two leads that meet the identical qualification bar convert at very different rates depending on the channel that produced them.

By channel

ChannelVisitor to leadMQL to sales qualified
Organic search~2.1%~51%
Paid search~0.7%~26%
Webinar~2.2%Not separately reported

Funnel-wide ranges, for context

StageAverageStrong
Visitor to lead1.5% to 2.5%3% to 5%
Lead to MQL37% to 41%45%+
MQL to sales qualified32% to 42%50%+
Sales qualified to opportunity40% to 48%50%+
Opportunity to customer31% to 39%40%+

How to read these figures

These are compiled 2026 B2B SaaS funnel benchmarks drawn from aggregated industry reporting. No single survey underlies them, and sample sizes are not published, so treat them as directional. The useful comparison is not your number against the average; it is your number against your own number last quarter, and one channel against another inside your own funnel.

A Worked Example: Scoring a Lead Against Your ICP

This is a practical example, not research. It is the shape of a scoring model that settles the marketing-versus-sales argument, because both teams agree on the weights before any lead is scored. Run it on thirty closed-won and thirty closed-lost accounts from the last year and see whether it separates them.

SignalWhat you are checkingWeight
Firmographic fitIndustry, employee count, revenue band, region, tech stack. Taken from closed-won accounts, not from the pitch deck30
Role fitDoes this person sit where the budget and the pain both are? A director who owns the problem outranks a VP who does not20
TriggerSomething changed recently: funding, a hire into the relevant function, a tooling migration, a compliance deadline20
BehaviorDepth, not volume. Two pricing page visits and a case study beat nine blog reads20
SourceWeighted by your own channel conversion data, not by industry averages. See the table above10

How to read it. A lead scoring above 70 should reach sales the same day. Between 40 and 70, it belongs in nurture, not in a sales queue. Below 40, marketing should be asking why the campaign produced it at all.

The point is not the weights; it is the agreement. The model works because sales helped set the numbers, which means sales cannot later say the leads are bad without saying which weight is wrong. That conversation is specific and fixable. “The leads are bad” is not.

What happens after a lead is qualified is its own problem. Bethany Prettyman covers it in Why are our B2B SaaS leads not converting?

How To Apply This

  1. Reevaluate your ICP regularly: Continuously reviewing your ideal customer profile ensures sales efforts stay focused and effective.
  2. Align team capabilities with market direction: Matching your sales team’s skill set to your target market improves close rates and revenue outcomes.
  3. Foster cross-functional revenue ownership: Involving all departments in revenue goals drives alignment, motivation, and collective accountability.
  4. Stay hands-on with sales conversations: Direct engagement with calls and customer feedback provides crucial context for smarter strategy and decision-making.
  5. Prioritize long-term vendor relationships: Choosing partners who align with your future needs supports scalable, efficient growth over time.
  6. Put a date on the next ICP review before you leave the room: “Once or twice a year” only happens if it is in a calendar with an owner. The most common failure is not a bad definition; it is a good definition nobody revisited for three years.

Building the profile itself?

Free resource

B2B SaaS Persona Builder

The model above scores leads against an ICP. Our B2B SaaS Persona Builder is the step before it: a copy and paste prompt that turns what you already know about your closed-won accounts into a persona definition sales can actually use.
Download Now

In this episode

Understanding your ideal customer profile can make or break your B2B SaaS growth strategy. Without clarity around who you're selling to, it's easy to waste time, miss revenue targets, and stall your momentum.

According to Nick Naso, a seasoned revenue leader with deep experience in scaling SaaS companies, companies should formally reevaluate their ICP at least once or twice a year. He highlights the importance of ongoing data analysis to inform micro-adjustments before larger shifts are needed. This kind of consistent review ensures sales teams focus on high-fit prospects and avoid spending resources on poor matches. The result is tighter alignment, faster sales cycles, and stronger pipeline efficiency. He also emphasizes that fit is everything: the right customer at the right time drives not only sales, but long-term success.

In this episode of the Revenue Engine Podcast, host Alex Gluz is joined by Nick Naso, Chief Revenue Officer at Recurly, to discuss why a sharp ICP is central to B2B SaaS growth. They explore how to identify ICP signals from pipeline data, when to make structural changes in your team to match your market, and why sales success starts with strategic focus. Nick also shares insights on leading cross-functional teams and building a culture of revenue ownership.

Quotable Moments

  • “It wasn’t that they were not the right sellers. It was that they weren’t the right sellers for Recurly at the time.”
  • “The worst thing that a new leader can do is come in and make change for the sake of making change.”
  • “With as quickly as things are moving in today’s day and age, you can’t afford to wait for a formal process.”
  • “You always have the time for the things that are a priority.”
  • “We recognize those outside of sales because we know that we don’t win on our own.”
Episode transcript

Introduction and Nick Naso’s path into sales

Alex Gluz: We have a great guest for you today. Super excited. Nick, nice to have you here.

Nick Naso: Alex, great to be here. I think every SaaS organization is looking for more leads, so great sponsor. Thanks.

Alex Gluz: Can you do a brief intro of who you are and what you do?

Nick Naso: Sure. Nick Naso. I’m the Chief Revenue Officer at Recurly. Recurly is a subscription management and billing provider. We’re the platform that helps subscription businesses grow and scale their revenue.

Nick Naso: I’ve been at the business just over two years, based in Atlanta, Georgia. I do a ton of travel back to our Austin and Denver offices.

Alex Gluz: How did you get started? What did you go to school for?

Nick Naso: Ironically, I was actually a political science major. I had the idea of being a sports agent, so I wanted to go to law school.

Nick Naso: I ended up at Florida State University. Went there, decided I wanted to go to law school, took the LSAT and everything, and then realized I’m not ready to do school for another three years.

Nick Naso: I pivoted and said, “All right, I’m not going to do that. What am I going to go do?” I didn’t know what I was going to go do, so I ended up taking a sales job and got into sales.

Nick Naso: Actually, not too far from you. I think you’re in Boca Raton, right? I worked for a business by the name of City Furniture and got into their sales management training program. I did that for some time before I moved up to Atlanta, which is where I’m at now.

Nick Naso: I never went back to law school or went towards that passion. Got into sales, and it’s a hard thing to get out of once you get in.

Alex Gluz: I looked at your career, and we chatted briefly. You’re a sales guy. That’s who you are. That’s what runs in your blood. That’s what you do.

Alex Gluz: I love sales too. It’s always intrigued me, marketing and sales, and obviously running the business, you need to do sales.

Alex Gluz: One question always intrigued me: why do they not teach sales at university or higher education? What is your take on that?

Nick Naso: That’s a good question. Why do they not teach sales? I would ask the same question as why don’t they teach personal finance in K-12? That’s another one of those questions.

Nick Naso: Sales is one of those things that everybody does, whether they know it or not. It’s a part of every role or job that you’re going to have in your life. Consultants are salesmen. Lawyers are salesmen. You name it, you’re in sales.

Nick Naso: Good question. I don’t know why they don’t. Some institutions of higher education do teach it, and it is a specialization within business. But to your point, I think it’s few and far between.

Nick Naso: There are so many methodologies. I’ve never thought about it, and I honestly don’t have a good answer for you.

Alex Gluz: I did some research before, and I always was wondering about this. I ran it through ChatGPT, and the answers it gave me honestly made no sense whatsoever.

Alex Gluz: They did the research, and they gave me the answer, “It’s considered to be vocational. It’s like a trade,” and things like that.

Alex Gluz: That makes no sense. They said within the last 15 years, the number of universities offering sales went from nine to 237 in the whole world, which made no sense.

Alex Gluz: I don’t know if you ever read the book The Science of Selling. I think he touches on that. It’s quite interesting. I believe it was him, and he said in the 1930s they were offering this at a bigger scale, and it was really a program.

Alex Gluz: Once marketing became more popular and more money started to pump into this, they transitioned everything to marketing and more at scale.

Alex Gluz: It’s always been such an interesting thing. It’s such an important job, also a very well-paid job if you do it the right way, but there is no formal education, really.

Nick Naso: There’s not. You’re right. I follow a number of different sales publications and influencers and minds on social media, whether it’s X or Instagram or what have you.

Nick Naso: Talk about being well paid if you’re willing to put in the work. I do think it’s ever-evolving. Quite frankly, there are some core elements of it that are never going to go away, but as the market evolves, so do sellers have to evolve as well.

Nick Naso: Like everything, you just have to evolve with the times and continue to educate yourself, whether that’s through the company you work for or being self-taught. I think it’s always a combination of both.

Why Nick joined Recurly

Alex Gluz: We’re really excited to chat with you, and it’s always very interesting to me to get perspective from sales folks.

Alex Gluz: You’ve had a long and successful career in sales, but a few years ago you joined Recurly. What attracted you to Recurly?

Nick Naso: A few things. Number one was the way I got in touch with Recurly, and that was through somebody who I had worked with previously, who was an executive leadership coach at a private equity firm.

Nick Naso: I had known her for years, almost 20 years, and went through a program that she led. She put me in touch with some folks, so there was some trust already built there. That was number one.

Nick Naso: Number two, I thought the space was really interesting. Subscriptions are interesting because I am a consumer of subscriptions. Anytime that you can connect with what you’re selling, I think it’s better.

Nick Naso: I really enjoyed the space. It’s an exciting space and a growing space.

Nick Naso: Third, the people were fantastic. My interview process was fantastic. Coming out of the pandemic, I traveled for the interview, got to meet the folks I’d be working with, and I think that was great.

Nick Naso: The last piece of it, as somebody who’s going to lead sales and revenue for any business, that part is really important to you, or at least to me.

Nick Naso: Over the years, what I’ve found to do is do my due diligence in other areas of the business: engineering, product, customer success, onboarding, post-sale. There are a number of different cross-functional areas that have a significant impact on how successful you can be in sales and revenue.

Nick Naso: What I was excited about was how solid a company Recurly was. As I think all of us sales folks have, we have a little bit of an ego, and we’re like, “Well, yeah, we could go sell more.”

Nick Naso: If the foundation is built, let me at it. I think that was the mindset I had. It was a combination of all those things, and it’s been reinforced every day since I joined.

Moving from individual contributor to revenue leader

Alex Gluz: Sounds like a great company and a great fit for you.

Alex Gluz: What do you think about the transition from being a salesperson, just responsible for your quota, for your activities, then becoming a sales manager, then becoming a sales leader?

Alex Gluz: Now the next step is Chief Revenue Officer, where you have an even broader scope. You need to see an even fuller picture of everything because revenue is so many different areas.

Alex Gluz: With sales, once you sell something, there is a certain point you stop and hand this over. You might still have oversight, but what was your journey like? Maybe you can share some insights.

Nick Naso: My journey was kind of on accident, quite frankly. I happened to have an individual who I worked with. He was our VP of Sales, head of sales for the company I was with at the time.

Nick Naso: We had worked well together, and he said, “Hey, I’ve got an opportunity for you.”

Nick Naso: It actually started to get into more alliance management and channel management, managing a large strategic partner. I eased into it in a way that was individual contributor into alliance and partnership management, which was more of a matrix.

Nick Naso: Quite frankly, that’s actually a little bit more difficult in a way because those resources don’t technically report up through you. It’s more influence and partnership than it is direct-line management.

Nick Naso: Then from there, into direct first-line sales management. I had a little bit of a transition, and it wasn’t quite individual to manager.

Nick Naso: That role for me really helped me, to your point, open up and see the scope of the business and all the different functions and areas, and how they are involved and impact sales.

Nick Naso: On the flip side, just in general, everybody individually has to understand what their motivators are and has to be honest with themselves on what those motivators are.

Nick Naso: If you want to go make money and you want to deal with as few people as possible, stay an individual contributor.

Nick Naso: I had a friend of mine who lives in the Philly area. He was in sales management, got out of it, and was interested in pursuing another role. We were talking about compensation and his goals, and I said, “Hey, stay. Don’t move.”

Nick Naso: At a lot of businesses, the best individual contributor is making more than anybody else at the company.

Nick Naso: Be honest with yourself. Do you want to mentor? Do you want to coach? Do you want to do all those things?

Nick Naso: That’s the first step before just assuming that being a manager, being a VP, being a CRO is the goal because it sounds good. That’s definitely not the answer.

Nick Naso: You’ve got to want to do it. If you want to do it, there are tons of different avenues that you can develop your skill set and get to that point.

Nick Naso: Being honest with yourself and your motivators is the first step.

Adapting the sales team and staying close to customers

Alex Gluz: That’s great advice, and it’s part of education and experience and being hands-on.

Alex Gluz: When we chatted before, Nick, you mentioned that the real change at Recurly came from shifting the team, not just the product. When did you realize that the change in the team dynamics was more critical than the product overhaul for driving revenue growth?

Nick Naso: It came after, I would say, the 90-day mark. Not because it’s cliche, but that’s about the time, maybe a little bit earlier. It took a little while to put the changes into place.

Nick Naso: At the end of the day, it’s really rolling up your sleeves and getting into the weeds and understanding what’s happening in the field, for lack of a better term.

Nick Naso: Listening to Gong calls, joining calls yourself, digging into the pipeline and understanding the attributes of the account, and really understanding the business.

Nick Naso: The worst thing that a new leader can do is come in and make change for the sake of making change, or making change based on change they’ve made in the past.

Nick Naso: It helps inform the change you might make and know what questions to ask and what things to look for. But really understanding where the business is.

Nick Naso: For us, it was understanding that we were moving upmarket. Our buyers and folks who were interested in Recurly and were having success with Recurly were businesses that were larger than we were used to doing business with.

Nick Naso: There’s a reason at many companies that there are different tiers of sellers, meaning folks who focus on SMB, folks who focus on mid-market, enterprise. There’s a certain skill set inherent in each of those folks.

Nick Naso: We needed folks who had the skill set to sell into the mid-market, enterprise businesses, and we just didn’t have it.

Nick Naso: It wasn’t that they were not the right sellers. It was that they weren’t the right sellers for Recurly at the time. For me, everything comes down to fit.

Alex Gluz: That’s really good, to have this vision and understand that the dynamics are shifting. You need the right resources for the right times and the right opportunities.

Alex Gluz: It’s not necessarily that anybody’s doing anything wrong. It’s just change, and you need to adjust and adapt.

Alex Gluz: Nowadays, are you still pretty hands-on? What’s your philosophy about being hands-on, and when do you try to get on a call to talk to customers? How do you plan this?

Nick Naso: I actually had a call with a customer earlier this morning, and it was a sales call. The good old adage of “it depends.”

Nick Naso: I’ll say consistently that I want to keep my pulse on things as much as possible. I’m fortunate in that I have some really good leaders. My VP of Sales in North America is very good, in addition to some other leaders.

Nick Naso: At the end of the day, I still want to listen to Gong calls on a weekly basis. I still want to jump on customer and prospect calls on a weekly basis.

Nick Naso: I’m involved in forecasting and pipeline reviews, understanding what’s coming inbound, where we’re having success. There’s context in everything.

Nick Naso: Understanding the context helps you understand how to adjust and make decisions for the future. I still want to be in the weeds to an extent. Not every day, but it helps me with context and decision-making.

Alex Gluz: I totally agree. Sometimes, being in this position and having so much experience, you can be on the call and pick up intricate, small details.

Alex Gluz: The way people phrase something, or they say something, and you can pick this up, and that can change the whole context of the conversation. Somebody might not even pick this up.

Alex Gluz: It’s also great to have this support and leadership.

Nick Naso: To your point, Alex, it’s another set of eyes and ears where you’re hearing something different.

Nick Naso: Because somebody’s so engaged or involved in the conversation, they miss that slight change of tone or that slight eye roll that somebody wasn’t paying attention to, or somebody else who was on the screen.

Nick Naso: Those things matter in calls. Again, context is everything. Good point.

Keeping the ideal customer profile current

Alex Gluz: Another important thing you shared is how valuable and important your ICP is to your revenue strategy.

Alex Gluz: How often do you think companies should be evolving the ICP, especially as market conditions and customer behaviors change?

Nick Naso: I don’t want to say more valuable now than ever, because you can say that every day, because it’s always the case.

Nick Naso: Back to your earlier question about making some changes early on. One of the things that helped propel us the last couple of years was we were lacking a focus on our ICP. We had defined it, but we just lacked a focus.

Nick Naso: Anybody listening to this who is in a similar role knows that the more time you spend on prospects or customers outside your ICP, you’re probably not making the best use of your time. It was really digging into that.

Nick Naso: At a minimum, you’ve got to look at it on an annual basis. With how quickly this space, and I think all spaces, are changing, it’s got to be more than that. Probably twice a year.

Nick Naso: For us, we’re doing a formal reevaluation right now, and there are reasons behind that that are really fun and exciting, a couple of recent acquisitions.

Nick Naso: Even beyond that, we look at data on a monthly and a quarterly basis to understand our pipeline, our customers, our wins, characteristics and attributes of those accounts.

Nick Naso: All of that data is something that we look at ongoing so that we can adjust as necessary. You can’t wait for a more formal evaluation once or twice a year because it might be time to make adjustments, micro-adjustments, earlier on.

Nick Naso: It needs to be an evolving thing. With as quickly as things are moving in today’s day and age, you can’t afford to wait for a formal process.

Building revenue ownership across the company

Alex Gluz: That’s a great approach. You need to understand the requirements of today’s market and also of your business, seeing dynamics and continuously reviewing this.

Alex Gluz: Also, have more formal milestones to bring more people in, because then you’re going to bring more departments.

Alex Gluz: Speaking of which, as a CRO, and I’ve spoken to a few great CROs in the past, how does your company define this? What departments do you oversee, and how does it work?

Nick Naso: New-logo sales in the US and international, so global. Sales engineering, revenue operations, sales development, so SDR team, as well as renewals.

Nick Naso: We have a Chief Customer Officer. She joined just about a year ago and oversees the post-sale customer experience.

Alex Gluz: You’re working across many various functions, and you need to build a cohesive revenue strategy.

Alex Gluz: How do you ensure that every part of the organization, not just the sales team, feels accountable for revenue growth? How do you foster this revenue ownership mindset?

Nick Naso: I would be remiss if I said it was me. I’m obviously a big cog in that wheel, Alex, but at the end of the day, it starts with the entire executive leadership team.

Nick Naso: The executive leadership team has to buy into that. If they don’t, I could attempt to do as many things as I want to do, but they’re not going to stick.

Nick Naso: The team that we have is 100% bought into that. That starts at the top with our CEO, who is very much bought into that and builds that culture.

Nick Naso: Then it’s how do you act? It’s one thing to say. It’s another thing to actually go do. We do a really nice job of it.

Nick Naso: For instance, our weekly forecast meetings, we bring other functions into that. We have folks from all aspects of the business. Literally every function of the business has one or multiple representatives in that meeting to understand what’s going on.

Nick Naso: We do biweekly showcases, company showcases and company meetings, and we talk about it on those calls. We share successes.

Nick Naso: One of the things that’s really fun that we do is we recognize those outside of sales because we know that we don’t win on our own.

Nick Naso: If you talk to an engineer or somebody in product, the last thing they want to do is go build something that nobody uses.

Nick Naso: When they know that thing they built helped win a sale or make a customer happy, or is providing value for the market, they’re stoked about that. We want to call that out.

Nick Naso: We have formal awards on a quarterly, annual basis. Even in our Slack, we were talking about Slack when we first kicked off and that bittersweet tool, we have a sales wins channel.

Nick Naso: We make sure to call out everybody who was involved in the opportunity, not just the folks who owned it from a sales perspective.

Nick Naso: It’s really the culture, and the culture is the way you behave and act on a daily basis. That’s how you generate that cross-functional alignment so that everybody feels like they own revenue, because we do. We all do.

Subscription growth, personalization and flexibility

Alex Gluz: That’s a great approach, and that really shows why you’re so passionate about the company and so deliberate in your actions.

Alex Gluz: One of the interesting things you mentioned when we chatted was how subscription-based models can provide stability, especially during tough times like the pandemic, which seems like a long and not long time ago.

Alex Gluz: You said during the pandemic, the subscription business rose because that was one of the things that went up in demand.

Alex Gluz: What lessons from those times are you applying to your strategy today? Maybe you can talk in general for listeners. How did it work for your company in those times, and why do you think that happened?

Nick Naso: The pandemic was an interesting time. I’ll talk about the pandemic as a moment in time, but also about the future and what we learned from subscriptions then, how that’s evolved and then into the future.

Nick Naso: Subscriptions grew. Quite frankly, globally, in the US, everything was very regional. Depending on where you lived depended on how you were impacted.

Nick Naso: Some folks were able to live more of their typical life. I happen to live in Georgia. We were probably a little bit more open than others who might have lived in the Pacific Northwest, and things were still locked down for quite some time.

Nick Naso: Point being, digital media and entertainment grew substantially because it’s a relatively low-cost subscription on a monthly basis where it’s providing entertainment. People could gather.

Nick Naso: Even though it wasn’t a subscription, one of my favorite things was my teenage son and I, every Sunday night, got some ice cream, sat down and watched The Last Dance.

Nick Naso: It was an opportunity where entertainment and digital subscriptions were able to bring families together at a relatively low expense.

Nick Naso: Education was redefined in many ways by the pandemic, and having subscriptions to products like Zoom, it was more widely adopted. It really reshaped the way folks thought about how they engaged and communicated with others, and that has a big impact.

Nick Naso: Those services were really provided through the pandemic. Being a business that supports those businesses, naturally you’re going to get a lift over the coming years.

Nick Naso: What we see evolving is really personalization and flexibility. Those who subscribe to anything want their subscription to be personalized, and they want it to be easy and flexible to interact with.

Nick Naso: We’re seeing a lot of bundling, a lot of product swaps. They’re willing to pay for it because they want to pay for convenience.

Nick Naso: If you think about subscriptions, you probably subscribe to things that you either are really invested or interested in as an individual, and things that make your life convenient.

Nick Naso: If that’s the case, they’ve got to be very personable to you, and there’s competition everywhere.

Nick Naso: How do you keep me? You keep me by making it easy for me to do business with you and providing something that I see value in. I’m able to make that decision on my own and personalize my subscription.

Nick Naso: That goes across business-to-consumer, business-to-business. Frictionless experience and personalization and flexibility are the themes that we’re seeing.

New opportunities for subscription businesses

Alex Gluz: That’s an interesting point, and it’s an interesting conversation. I started to think about my personal subscriptions and my business subscriptions.

Alex Gluz: I do try to go over them and really evaluate what are we using, what are we not using. It’s definitely a trend that’s going to stay.

Alex Gluz: What do you think is the next big wave of subscription? Maybe something we still don’t see as subscription, just in general.

Alex Gluz: We saw this with technology and media and entertainment. We used to have Netflix. Now we have Paramount and Max, and on and on. There are probably 10 things, and Apple, and you have Apple Music, and you have this and you have that.

Alex Gluz: What do you think is the next big thing that is not a subscription right now, but you think is going that way?

Nick Naso: I’ll give a couple of different answers. It’s a subscription now, but more recently, and that’s health and wellness.

Nick Naso: That is an area that is just taking off. That’s from content, more fitness content, apps. That’s from vitamins. That’s from any type of health and wellness product.

Nick Naso: I see that as one that will continue to grow because people more and more are interested in their health and longevity like they’ve never been before. That’s a market that will continue to grow.

Nick Naso: I do think the automotive space and the hospitality space, and that gets into membership and loyalty.

Nick Naso: That will continue to be a place because it’s an area of opportunity for those types of businesses to grow and/or supplement a repeatable revenue stream from folks who want access.

Nick Naso: We went back to the personalization part and value. People value access and offers to brands that they value and enjoy. That’s an area that we will continue to see grow also.

Nick Naso: I do think transportation. When I say transportation or automotive, that could be not in the terms of a lease, but complementary solutions that are offered by automobile companies.

Nick Naso: It could be airlines. We’re seeing airlines come out with subscriptions more often. Recurly’s got a few customers in that space as well.

Nick Naso: We’re seeing more nontraditional businesses enter into the subscription market.

Evaluating vendors and adapting to informed buyers

Alex Gluz: That’s exciting. You make me think there are a lot of opportunities there. I’m sure a lot of companies would love to get into the subscription business and more predictable revenue. How do you get in? It’s an exciting time for you.

Alex Gluz: Another question I had, Nick, and this is more as a company leader, as a sales leader. You also come across tools and vendors you work with to supplement you.

Alex Gluz: How do you evaluate new sales or marketing tools or vendors before purchasing them?

Nick Naso: Good question. Talk about software evaluations, because we go through it on the other side. That’s what we experience on the sales side every single day. How are we doing it?

Nick Naso: It comes down to priority and value. For us, we always go back to what are our company priorities? What are we looking to do? How do we go do those and make those happen? How do we make it happen efficiently?

Nick Naso: Is there technology that can make our lives easier, more convenient, more efficient? Do they fit into that bucket, yes or no?

Nick Naso: From there, it’s documenting requirements. This is relatively basic, but documenting the requirements of what are the must-haves, what are the nice-to-haves.

Nick Naso: The area that I think is really interesting is, in 2025 and beyond, and it’s been going on for a few years, buyers are changing.

Nick Naso: They have more access. We, as a buyer in this instance, I’m putting myself in the buyer’s seat, have more access to data than we’ve ever had before.

Nick Naso: Whether that’s through AI, information on a website, YouTube, G2, you name it, we’ve got access to a ton of information.

Nick Naso: Buyers are showing up at your doorstep having more informed decisions or more data than they’ve ever had. They go to YouTube and watch demos without you even knowing. There’s a lot of access.

Nick Naso: It’s doing research before you even engage with whoever those folks are, and then engaging with them and understanding the type of business they are and where they are today, but then where they’re going.

Nick Naso: Is it somebody that we want to be in business with long term? There’s a balance with, can you solve my needs today, and are you somebody I can grow with into the future?

Alex Gluz: On the opposite side, that’s where the sales folks come in, real sales folks. They sell for the problem, not the need.

Alex Gluz: The need might be very small, but the problem could be bigger. People might not even understand the scale, scope of the problem and the impact.

Alex Gluz: That’s why you have salespeople, and you will need them. You can find the information, but if you don’t know what you’re looking for, you’re not going to be able to make the right decision.

Nick Naso: That’s a great point, Alex. The best really do that. They do that in a way that is, to what we were talking about, how do you add value and really understand the bigger picture?

Nick Naso: At the end of the day, that is what it’s all about.

Alex Gluz: Definitely. What do you think are the biggest pain points for B2B SaaS and tech leaders in 2025, and what is your approach to solving them?

Nick Naso: What we just talked about is the biggest one that I see. We can quote it as buyer behavior, but information and access to that information is just all over the place.

Nick Naso: In the past, there were more traditional routes to engage with the vendors that you wanted to evaluate. Formal RFPs, or there was just inbound, which still happens today.

Nick Naso: But the level across the spectrum of information and the maturity that everybody comes with is very different. It’s understanding where they are, meeting buyers where they are and understanding how to adapt based off that.

Nick Naso: You just said it, understanding the big picture. That’s always the case.

Nick Naso: Meeting them where they are, based on what information they come in with, what their problem is, when they want to do something, but really, how is it impacting their business?

Nick Naso: Every day, folks are being asked to cut budget or do more with less. How are you proving that you can do that, that you’re worth spending the money on?

Nick Naso: That’ll always be the case, but it’s even more so now than ever, especially with AI.

Nick Naso: That’s a big one. Those are the biggest that I see right now.

Alex Gluz: The buyer journey, cutting through the noise and being able to deliver the valuable information, showing the value and reducing the risk.

Alex Gluz: At the end, somebody’s making the decision, and they’re putting their faith in you, and they’re taking the risk. You want to show that we’re going to help you bring the value and reduce the risk.

Mentors, leadership lessons and closing remarks

Alex Gluz: Great advice. Nick, I have one last question for you. Who were your mentors, and the best advice they gave you?

Nick Naso: Mentors and the best advice they gave me. Good one. I’ve got a few.

Nick Naso: There are a couple of moments that have stood out in my career. I’ll share those, and I’ll go over mentors.

Nick Naso: I have a few mentors, and it actually goes back earlier in my career. If you look at my time at Surgical Information Systems, I had the fortune of working very closely with some great executives there.

Nick Naso: Our head of sales, our CFO, our CEO and our head of professional services. They were amazing mentors and really took me under their wing and showed me what success looked like.

Nick Naso: I grew up going to work with my dad on the weekends for fun. I thought it was cool. I loved the business that he was in and just listening to and watching him from afar.

Nick Naso: That also gave me the ability or the skill to observe others around me, even in an informal mentorship relationship. That had a very big impact on my career.

Nick Naso: I’m always watching and looking at what other leaders are doing and seeing how folks react to that and honing my skill and leadership accordingly.

Nick Naso: In one of my first sales jobs, I was killing it from a sales perspective, but I was missing this value-added service component.

Nick Naso: The general manager came up to me, put his arm around me, said, “Let’s take a walk.” He’s like, “Hey, you’re not going to get to go on the club trip. You’re hitting your numbers, but you’re missing these milestones here. You’ve got to hit these thresholds to qualify.”

Nick Naso: He said, “Have you heard of Einstein’s definition of insanity?” At the time, I hadn’t. He said, “It’s doing the same thing over and over again and expecting a different result.”

Nick Naso: He didn’t explain how I needed to change. He just shared with me that I needed to change. That was a big moment for me.

Nick Naso: Another one was the individual I referenced earlier, who is the executive director of talent at a PE firm that I went through an executive leadership program with.

Nick Naso: Her piece was, “It’s not that you don’t have the time. It’s that it’s not a high enough priority.”

Nick Naso: You always have the time for the things that are a priority. That’s always stuck with me.

Nick Naso: Then I was at dinner with that head of sales I was talking about earlier. We were at a dinner with all his leaders, and he pretty much said, “You all are at this table because, quite frankly, of your work ethic. You’re willing to put in the work.”

Nick Naso: Those are a few of the things that have stuck with me throughout the years that have probably molded me into who I am today as a leader.

Alex Gluz: That’s great advice. My first job was in retail sales, and I guess that formed the foundation.

Alex Gluz: My first manager was amazing, and he was the best people person I’ve met to date. He understood people’s mentality so well.

Alex Gluz: I was like, “Nobody’s at the store. Why is nobody here?” He’s like, “Look, we’re in the fall season.” And everybody came.

Alex Gluz: That’s part of being a great salesman and a leader too, to be empathetic and understand from the other perspective.

Alex Gluz: Thank you so much, Nick. I’ve really enjoyed our conversation.

Alex Gluz: We’ve been talking to Nick Naso, Chief Revenue Officer at Recurly. Nick, where can people learn more about you?

Nick Naso: You can learn more about me on LinkedIn. Just check out Nick Naso.

Nick Naso: If you want to check out more about Recurly, head to recurly.com, or put us into Google or any of your favorite AI tools today, and you’ll be able to learn a ton about us.

Alex Gluz: For listeners, if you’d like to learn more about how we can help you build marketing revenue engines that empower growth, visit tamonroe.com or contact me on LinkedIn.

Alex Gluz: Nick, thanks so much.

Nick Naso: Alex, great to talk to you. Thank you.

Alex Gluz: Thank you.

Metrics Mentioned

  • Pipeline attributes by account: what the accounts having success with Recurly had in common, which is what showed they were moving upmarket
  • Gong call reviews, weekly: his standing input for what is actually happening in the field
  • Forecast and pipeline reviews: run with every function of the business represented, not sales alone
  • Monthly and quarterly data on wins: customers, characteristics and attributes, read between the formal ICP reviews
  • One or two formal ICP reevaluations a year: the cadence he commits to, with micro-adjustments in between
  • Seller tier by segment: SMB, mid-market and enterprise treated as different skill sets rather than different quotas

Tools and Channels Discussed

  • Recurly: subscription management and billing, the platform he sold
  • Gong: call recording, his weekly read on live conversations
  • Slack: a sales wins channel that names everyone involved in an opportunity, not only the owner
  • G2, YouTube and AI tools: where buyers now research before they ever contact a vendor
  • Zoom: his example of a subscription the pandemic made standard
  • Formal RFPs and inbound: the traditional routes, now only part of the picture
  • Quarterly and annual recognition, and biweekly company showcases: how revenue ownership gets reinforced outside sales

About the Guest

Nick Naso was the Chief Revenue Officer at Recurly, a subscription management and billing platform. He has spent more than fifteen years in software and technology, moving from individual contributor to revenue leadership, and owned Recurly’s go-to-market across sales, customer success, and partnerships.

About the Host

Alex Gluz is the founder of T.A. Monroe Digital and host of the Revenue Engine Podcast. He has spent more than eight years building revenue engines for B2B SaaS companies and has run over 3,500 campaigns.

Resources Mentioned in this episode

  • T.A. Monroe Digital
  • Alex Gluz on LinkedIn
  • Nick Naso: LinkedIn
  • Recurly
  • The Science of Selling: Proven Strategies to Make Your Pitch, Influence Decisions, and Close the Deal by David Hoffeld

Where we land on this

Almost every lead quality problem we are brought in to fix turns out to be a definition problem two levels up. Marketing is optimizing for a target sales does not recognize, and both teams are right about their own numbers.

Our view is that the ICP is a sales artifact that marketing maintains, not a marketing artifact that sales is told about. If your sales team cannot recite the top three disqualifiers without looking them up, the definition is not shared, whatever the document says.

We build the demand generation programs that feed a defined ICP for B2B SaaS companies. See how we work.

37 times the leads, after we rebuilt their ideal customer profile

Mesmer’s targeting was built around the accounts they wanted rather than the accounts that actually bought. We rebuilt the ideal customer profile from their closed-won data and rebuilt targeting around it. They roughly doubled ad spend and got 37 times the leads, at 93% lower cost per click.

B2B SaaS ideal customer profile in practice: the Mesmer case study
See the Mesmer Case Study

Common Questions About Lead Quality and ICP

What is a qualified B2B lead?

One that matches your ideal customer profile and has shown intent to solve the problem you sell into. Form fills, content downloads, and webinar attendance are engagement, not qualification. The practical test is whether your sales team would take the meeting if they saw the record before the score.

What is the difference between an MQL and an SQL?

An MQL has met marketing’s bar, usually a combination of fit and engagement. An SQL has met sales’ bar, which normally adds a live need, a timeline, and access to someone who can sign. The two teams disagree when the handoff criteria were never written down together.

How often should you update your ideal customer profile?

At least once a year, and twice if your market is moving. Nick Naso’s answer on this episode is one or two formal reviews annually. The failure mode is almost never reviewing too often; it is a definition written three years ago that nobody has revisited since.

Why are our leads not converting?

Check the source mix before the definition. MQL to sales-qualified conversion runs around 51% from organic search and around 26% from paid search on compiled 2026 benchmarks, so a shift in channel mix can halve your conversion rate without anything else changing.

How do you build an ICP from scratch?

Take the accounts you closed fastest and kept longest over the last twelve to twenty-four months, then find what they have in common firmographically and behaviorally. Interview five of them. What you are looking for is the trigger that made them start looking, because that is what you can target.

Should marketing or sales own the ICP?

Both, and the split matters. Sales owns whether it is correct, because they meet the accounts. Marketing owns whether it is current, because they run the reviews and see the market data. A definition owned by one function is a definition the other will ignore.

Related Episodes

  • Why Are Our B2B SaaS Leads Not Converting? With Bethany Prettyman: what happens after a lead is qualified, and why the funnel you are measuring is not the one your buyers use.
  • Uniting Sales and Marketing to Supercharge B2B Revenue With Alex Tinsley: the same argument from the sales and marketing alignment side, including where the handoff actually happens.

Fifteen minutes on your ICP, not on our services

Bring your last twenty closed-won accounts and your current ICP document. We will tell you where they disagree. Most teams find at least one segment they are spending on that has never closed.

Book a 15-minute call

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In this episode of the Revenue Engine Podcast, host Alex Gluz speaks with Patrick Ferdig, Founder and Principal Consultant at The Power of Partnering, to discuss the five pillars of partnership success. They explore why trust drives results, how alignment shapes execution, and what businesses must prioritize to turn partners into revenue engines. Patrick also gives advice on scaling outreach using AI tools.

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May 2, 2025

AI in B2B SaaS Marketing: How It’s Reshaping Strategy, Content & Customer Experience

Whether you're just exploring automation or already experimenting with tools like GPT-4 or Jasper, this guide breaks down how AI is transforming every stage of the B2B SaaS funnel.

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May 9, 2025

Building an AI-Driven Content Engine With Mark Stiltner

In this episode of the Revenue Engine Podcast, host Alex Gluz speaks with Mark Stiltner, Senior Director of Content and Web Marketing at Rapyd, to talk about building an AI-powered content strategy. They discuss weaving AI into SEO workflows, shifting from traditional search optimization to AI model visibility, and balancing automation with creativity. Mark also shares practical ways to future-proof marketing teams in an AI-driven landscape.

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April 18, 2025

Why Are Our B2B SaaS Leads Not Converting? With Bethany Prettyman

Usually the funnel model is wrong, not the leads. Bethany Prettyman on loop models, tracking intent and velocity instead of MQLs, and what to fix first.

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April 14, 2025

Interview: The Biggest Challenges in B2B SaaS Marketing with Alex Gluz

B2B SaaS companies face significant challenges in today's market environment. Dr. Jeremy Weisz of Rise25 interviews Alex Gluz. They discuss the most pressing challenges in B2B SaaS marketing and practical approaches to overcome them.

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April 4, 2025

Making Cybersecurity Simple, Scalable, and Phishing Resistant With Ronnie Manning

Ronnie Manning is the Chief Brand Associate at Yubico, a global cybersecurity company renowned for inventing the YubiKey, which offers phishing-resistant multi-factor authentication solutions. With over 20 years of experience in agency and corporate communications, he has focused on public relations and marketing strategies to bring new technology products to market. Prior to joining Yubico, Ronnie held positions at Raytheon/Websense and Edelman Public Relations. At Yubico, he has been instrumental in promoting the adoption of hardware-based authentication solutions and advocating for enhanced cybersecurity measures.

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July 27, 2026

The Ultimate B2B SaaS Demand Generation Playbook for 2026: Building Sustainable Growth Through Brand, Product, and Community

Gain actionable insights and access to practical tools designed to build a robust and sustainable demand engine that will thrive in 2026 and beyond.

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March 14, 2025

What is B2B demand generation, and how does buyer psychology drive it? With Kerry Rana

What is B2B demand generation? ExtraHop’s Kerry Rana on the eight components of a plan that works and why buyer psychology decides if it lands.

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April 2, 2025

Workshop: The Blueprint for Marketing & Sales Alignment With Michael Tucker

Alex Gluz and Michael Tucker of Rocky Mountain Revops share a framework to fix broken marketing-sales systems. Michael explains architecture mapping to visualize and optimize the buyer's journey across channels and sales stages.

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January 9, 2025

Unlocking Event Success: How Paid Media Strategies Drive High-Impact Outcomes for SaaS Event Marketing

In the competitive SaaS event marketing space, leveraging paid media strategies is essential. As economic pressures and technological advancements reshape the industry, adopting innovative approaches helps maximize ROI and stand out.

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January 31, 2025

Purpose vs. Mission: Building Brands That Inspire With Dave Minifie

In this episode of the Revenue Engine Podcast, Alex Gluz sits down with Dave Minifie, Chief Marketing Officer at Terakeet, to discuss how companies can build purpose-driven brands. Dave breaks down the difference between mission and purpose, explains how a clear purpose fuels customer engagement and growth, and explores the impact of AI and search engines on brand visibility. He also shares insights on navigating leadership transitions and staying ahead in a changing marketing landscape.

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January 21, 2025

The Biggest Challenges in B2B SaaS Marketing and How To Approach Them

In this episode of the Revenue Engine Podcast, Dr. Jeremy Weisz from Rise25 interviews Alex Gluz to discuss the biggest challenges in B2B SaaS marketing and actionable strategies to address them. Together, they explore how marketers can navigate prolonged sales cycles, optimize acquisition costs, and differentiate their offerings in a saturated market. Alex also shares how personalization, thought leadership, and customer retention can be game changers for driving growth.

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December 20, 2024

Building Growth Engines: Data, Compliance, and Customer Success Highlights

In this episode of the Revenue Engine Podcast, Alex Gluz reflects on his impactful conversations with Kathleen Booth, Rich Liu, Sam Li, Hunter Montgomery, and Usman Sheikh. These industry leaders unpack the power of data-driven decisions, the evolving compliance landscape, and the role of customer success in building growth engines that thrive in today’s dynamic market.

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December 6, 2024

The Power of Long-Term Strategy in B2B Marketing With Katrine Rasmussen

In this episode of the Revenue Engine Podcast, Alex Gluz is joined by Katrine Rasmussen, Chief Marketing Officer at Pixelz, to discuss how long-term strategy shapes success in B2B marketing. They explore the nuances of managing extended sales cycles, the role of digital and in-person engagement in enterprise marketing, and the importance of differentiating your brand in a crowded market. Katrine also gives advice on scaling community building and thought leadership efforts to drive meaningful impact.

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November 8, 2024

Building Resilient Teams and Driving Data-Driven Growth With Russ Hawkins

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Russ Hawkins, President and CEO of Agilence, to discuss how he’s built resilient teams and driven data-powered growth throughout his career. Russ shares his insights on fostering a collaborative company culture, making strategic shifts to adapt to market demands, and the critical role of data in driving revenue growth. He also gives advice on avoiding common pitfalls in scaling.

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November 1, 2024

RevOps Made Simple With Michael Tucker

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Michael Tucker, Founder and Head Systems Architect at Rocky Mountain RevOps, to discuss simplifying RevOps strategies for maximum impact.

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October 18, 2024

Agility in B2B Marketing With Ashley Widener

In this episode of the Revenue Engine Podcast, host Alex Gluz speaks with Ashley Widener, Director of Marketing at GoCo, to discuss how agility fuels success in B2B marketing. Ashley explains how building a marketing team from scratch allowed her to create a nimble, responsive approach.

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October 4, 2024

Mastering Customer-Centric Marketing Strategies With Samantha Bergin

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Samantha Bergin, Chief Marketing Officer at Center, to discuss mastering customer-centric marketing strategies.

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October 18, 2024

How Regular Negative Keyword Updates Improve Your B2B SaaS Ad Campaigns on Google

It’s no secret that in the B2B SaaS space, regularly optimizing Google Ads campaigns for maximum efficiency is essential. But, there’s one key strategy that is often overlooked—keeping your negative keyword list up to date.

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October 10, 2024

The ROI of LinkedIn Ads: Spending Smarter, Not More

As marketers in the B2B SaaS space, one of the most common challenges with LinkedIn Ads is ensuring that your budget is fully utilized without overpaying for traffic. While LinkedIn offers access to high-quality leads, it’s easy to blow through your budget if you’re not careful.

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September 20, 2024

Balancing Innovation and Resource Management in Startup Marketing With Caroline Ang Wright

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Caroline Ang Wright, Head of Marketing at Exodigo, to discuss building and leading marketing strategies in a startup landscape.

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October 3, 2024

The ROI of Intent Data: Measuring Success in B2B SaaS Marketing

As a B2B SaaS company, leveraging intent data has become an important action item in driving efficient growth and acquiring high-value customers. But how do you quantify its impact and prove its worth?

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September 6, 2024

Simplifying Complex Customer Journeys Through CXM With Sherri Schwartz

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Sherri Schwartz, Head of Marketing at OvationCXM, to discuss how to simplify complex customer journeys through CXM.

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September 26, 2024

LinkedIn Ad Budgeting: Making Sense of CPM and CPC in 2024

When it comes to B2B marketing, it’s no secret that LinkedIn continues to be a powerhouse platform for reaching decision-makers and professionals. But as the end of 2024 nears, one question looms: How can we optimize our ad spend on LinkedIn to maximize ROI?

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September 12, 2024

The 'Less is More' Approach: Simplifying Your B2B Strategy for Rapid Growth

B2B marketers often fall into the trap of doing more — more campaigns, more content, more channels — all in pursuit of growth. However, this can lead to diluted efforts, resource strain, and diminished returns.

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September 19, 2024

Cognitive Triggers in LinkedIn Advertising: A B2B Marketer's Guide

It’s no secret that in B2B marketing, LinkedIn stands out as a powerful platform for reaching decision-makers and professionals. But what you might not know is: Understanding the cognitive triggers behind LinkedIn ads can significantly boost your campaign performance and ROI.

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September 5, 2024

Measuring and Optimizing Customer Lifetime Value in B2B

When it comes to B2B SaaS, the path from initial contact to loyal customer is both challenging and rewarding. As ‘bigger and better’ solutions continue to reshape the business landscape, one element remains crucial — the ability to nurture and convert leads effectively.

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August 16, 2024

Cultivating Top-Tier Sales and Marketing Alignment in Real Estate Tech With Amanda Sullivan

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Amanda Sullivan, the Vice President of Growth at Sierra Interactive, to discuss the art of cultivating top-tier sales and marketing alignment in real estate tech

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August 29, 2024

From Stranger to Customer: Mapping the B2B SaaS Lead Warming Journey

When it comes to B2B SaaS, the path from initial contact to loyal customer is both challenging and rewarding. As ‘bigger and better’ solutions continue to reshape the business landscape, one element remains crucial — the ability to nurture and convert leads effectively.

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August 2, 2024

The Power of Modern Market Intelligence With Greg Munves

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Greg Munves, CEO of OpenBrand, to discuss the power of modern market intelligence.

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August 22, 2024

5 Essential Steps to Align Sales and Marketing in High-Growth B2B SaaS Companies

A rapidly evolving B2B SaaS landscape awaits, where innovative solutions and disruptive technologies are continuously reshaping the way businesses operate. In this environment, one element stands tall, guiding companies toward consistent growth and long-term success: The seamless alignment of Sales and Marketing teams.

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August 15, 2024

Getting Personal: How to Create a Meaningful Customer Experience in Today's Digital-First World

It’s not news that we’re constantly being dominated by digital interactions. Creating a personal customer experience isn't just a nice-to-have — it's a crucial differentiator that sets your brand apart.

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August 8, 2024

The Power of Retargeting: Strategies for LinkedIn and Search Ads

Launching a new product successfully can mean the difference between market leadership and obscurity. A well-executed product launch not only introduces your offering to the world but also sets the stage for long-term success.

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July 19, 2024

Optimizing Customer Marketing With Data-Driven Techniques With Hunter Montgomery

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Hunter Montgomery, Chief Marketing Officer at ChurnZero, to discuss optimizing customer marketing with data-driven techniques.

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July 24, 2024

Social Media Advertising: 2024 Trends and Best Practices

Launching a new product successfully can mean the difference between market leadership and obscurity. A well-executed product launch not only introduces your offering to the world but also sets the stage for long-term success.

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August 1, 2024

LinkedIn vs. Facebook Ads: Which is Right for Your B2B SaaS?

Launching a new product successfully can mean the difference between market leadership and obscurity. A well-executed product launch not only introduces your offering to the world but also sets the stage for long-term success.

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July 18, 2024

How to Create an Effective Go-to-Market Plan

Launching a new product successfully can mean the difference between market leadership and obscurity. A well-executed product launch not only introduces your offering to the world but also sets the stage for long-term success.

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July 5, 2024

What does B2B SaaS paid media look like without third party cookies? With Mark McEachran

How B2B SaaS paid media strategy works without third party cookies: first party data, contextual targeting and pipeline measurement, with Mark McEachran.

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June 21, 2024

Mastering Go-to-Market Strategies and Customer Retention With Brian Warrick

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Brian Warrick, Revenue Leader at Baresquare, to discuss mastering go-to-market strategies and customer retention.

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June 7, 2024

The AI Advantage: Unlocking the Power of Data Science in Marketing With Jon Morra of Zefr

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Jon Morra, the Chief AI Officer at Zefr, to discuss how AI is revolutionizing marketing.

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June 19, 2024

The Power of Data-Driven Marketing: How to Leverage Analytics for Growth

As a B2B SaaS company in today's digital landscape, you can't afford to rely on guesswork when it comes to your marketing efforts. The key to driving sustainable growth and staying ahead of the competition? Data-driven marketing powered by comprehensive analytics.

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May 24, 2024

The Data-Driven Guide to Thriving in a Hybrid Work Environment With Rob Sadow

In this episode of the Revenue Engine Podcast, host Alex Gluz sits down with Rob Sadow, CEO and Co-founder of Scoop, to discuss the intricacies of hybrid work.

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May 10, 2024

Marketing and Growing as a Compliance Company With Sam Li of Thoropass

In this episode of the Revenue Engine Podcast, Alex Gluz sits down with Sam Li, the CEO and Founder of Thoropass, to discuss the secrets of marketing.

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April 26, 2024

Invaluable Lessons From a Marketing Executive With Kathleen Booth of Pavilion

In this episode of the Revenue Engine Podcast, Alex Gluz interviews Kathleen Booth, the Senior Vice President of Marketing and Growth at Pavilion, to discuss some of her greatest insights into digital marketing.

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March 1, 2024

Humanizing B2B Sales and Marketing Through AI With Usman Sheikh of xiQ

In this episode of the Revenue Engine Podcast, Alex Gluz interviews Usman Sheikh, the Founder and CEO of xiQ, to break down the process of personalizing sales. They talk about the power of AI to connect with customers, understanding the behavioral code in people, and making your mark in an oversaturated market. They also explain the way to maximize email marketing and where the field is heading in the future.

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April 12, 2024

Identifying and Overcoming Challenges With Quentin Kasseh of Nomad Engineers Consulting Group

In this episode of the Revenue Engine Podcast, Alex Gluz has a conversation with Quentin Kasseh, Founder of Nomad Engineers Consulting Group, about overcoming marketing and business challenges.

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March 29, 2024

A Coach’s Advice for Startups and Founders With Dane Holewinski of Decode Coaching

In this episode of the Revenue Engine Podcast, Alex Gluz interviews Dane Holewinski, the Founder and CEO Coach at Decode, to discuss a coach’s tips and strategies for startup founders.

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March 15, 2024

Marketing Companies From Startups to IPO With Rich Liu of Everlaw

In this episode of the Revenue Engine Podcast, Alex Gluz interviews Rich Liu, the Chief Business Officer at Everlaw, to discuss marketing at different stages of growth. The two break down the current marketing landscape with AI, lessons learned from switching to digital marketing, and how to use funding at an early stage.

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January 19, 2024

Developing and Marketing Technology Products With Dylan Serota of Terminal.io

In this episode of the Revenue Engine Podcast, Alex Gluz talks with Dylan Serota, the CEO and Co-founder of Terminal.io, about marketing and optimizing technology products. They discuss engineering resilience, identifying clients, AI in tech products, and how Dylan would utilize startup funding if he were to do it again.

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February 16, 2024

Managing and Optimizing Multi-Channel Campaigns With Frederik Hermann of Beekeeper

In this episode of the Revenue Engine Podcast, Alex Gluz talks with Frederik Hermann, the Vice President of Digital Marketing at Beekeeper, to discuss multi-channel campaigns and how to manage teams. They walk through thought leadership, pipeline growth, and leveraging modern marketing technology. They also touch on the newest opportunities for marketers in 2024.

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February 5, 2024

Identifying Blindspots: Hidden Demand Gen Costs Stunting Your Growth

For B2B SaaS companies, meeting revenue growth goals depends heavily on having an effective demand-generation engine. But all too often, there are hidden costs sabotaging demand gen efforts behind the scenes.

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January 5, 2024

Driving Sustainable and Predictable Growth With Michael Krause of Tovuti LMS

In this episode of the Revenue Engine Podcast, Alex Gluz interviews Michael Krause, the COO and Chief Growth Officer at Tovuti LMS, on the best practices for sustainable growth.

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January 10, 2024

Overcoming the «Limited Marketing Budget» Challenge

LinkedIn advertising presents a major opportunity for B2B SaaS companies looking to generate quality leads and accelerate growth. With over 930 million members, LinkedIn provides access to a massive professional audience. However, simply creating a few basic Sponsored Content ads is not enough to cut through the noise on this crowded platform.

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December 22, 2023

Product Marketing to B2B, B2C, and B2G With Nitin Kartik of Carbyne

In this episode of the Revenue Engine Podcast, Alex Gluz sits down with Nitin Kartik, the Director of Product Marketing at Carbyne, to discuss the differences in marketing B2B, B2C, and B2G.

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