Our Agency Review Methodology

Why Trust Our Review Process

At TripleDart, we’ve worked with over 250 SaaS companies and studied hundreds more. That experience has given us a clear understanding of what separates truly effective agencies from the rest. This list isn’t a result of surface-level Googling or recycled rankings. It’s built on hands-on insights, proven results, and a deep dive into how agencies actually perform.

We’ve developed a structured review process to evaluate agencies across critical dimensions—so you can make your selection with clarity and confidence. And since the marketing landscape is constantly evolving, we regularly revisit and refine our criteria to keep this list fresh and relevant.

Below are the seven core factors we consider when reviewing SaaS marketing agencies.

7 Factors We Consider When Reviewing Agencies

1. Industry Expertise and Experience

B2B SaaS marketing requires understanding complex sales cycles and decision-makers. We prioritize agencies with a clear understanding of the SaaS landscape—whether that’s within martech, fintech, developer tools, or enterprise software.

What we look for:

• Direct experience working with SaaS companies across different growth stages
• Detailed case studies that outline the problem, solution, and measurable results with specific metrics (e.g., lead generation, CAC, pipeline contribution)
• A portfolio that demonstrates both versatility and domain depth

2. Channel-Specific Expertise

Marketing channels aren't interchangeable, and mastering them takes time. Many agencies claim to do it all but excel at just one or two channels. Identifying their capabilities in their relevant channel is crucial.

What we look for:

• Demonstrated excellence in specific channels (e.g., paid media, content, SEO, outbound)
• A clear strategy for integrating channel strengths into broader marketing programs
• Transparency around in-house capabilities versus outsourced work

3. Range of Services and Integration

Agencies that offer connected services typically deliver better results because they can create integrated strategies. We evaluate whether an agency offers cohesive, connected services that can support a full-funnel approach—or whether they collaborate effectively to do so.

What we look for:

• The ability to manage campaigns end-to-end: from planning to execution to optimization
• Alignment between different service areas (strategy, creative, analytics, etc.)
• Well-established partnerships to fill service gaps, if any

4. Data-Driven Approach and Measurable Results

SaaS companies rely on data to guide decisions—and their agencies should too. We assess how agencies measure success, report on performance, and use data to improve outcomes.

What we look for:

• Clear, relevant KPIs that align with business goals
• Regular, customized reporting (not just templated dashboards)
• A demonstrated commitment to optimization based on performance insights

5. Thought Leadership and Content Quality

An agency’s own content often reflects the depth of its thinking. We examine the quality of its thought leadership, not just as a branding exercise, but as a signal of its ability to strategize and execute effectively.

What we look for:

• Original content that demonstrates subject matter expertise
• Active and consistent participation in industry discussions
• Insightful viewpoints from leadership or core team members

6. Technology Stack and AI Integration

Modern marketing is powered by technology. We look at the tools agencies use—both standard platforms and newer innovations—and how effectively they integrate them into their workflows especially as AI takes the centerstage in new times. 

What we look for:

• Strategic use of AI to improve speed, accuracy, or creativity
• A balanced approach where technology complements human expertise

7. Team Structure, Reviews, and Fit

Capabilities aside, the team behind the work is just as important. We investigate who will be working on the account, how responsibilities are divided, and what real clients say about their experience.

What we look for:

• Senior involvement in strategy and execution
• Account loads that ensure attention and quality
• Verified reviews focusing on collaboration, communication, and results
• Willingness to introduce the actual team pre-signing

Final Thoughts

This methodology helps us go beyond surface-level claims to identify marketing agencies that consistently deliver value to SaaS companies. The goal is to give you a clear, structured way to assess potential partners—whether you're evaluating your first agency or switching from an existing one.

If you're looking for a team that understands the nuances of SaaS marketing and operates as an extension of your internal team, feel free to reach out.

TripleDart has helped 250+ SaaS companies scale efficiently across the funnel—and we’re happy to share what we’ve learned.