Agency · Irvine, USA
Directive Consulting
Directive helps B2B SaaS teams grow revenue with data-modeled, multichannel Customer Generation across acquisition and lifecycle.
Our overview
Directive is a marketing agency focused on B2B SaaS and tech companies. It helps in-house teams grow qualified pipeline and revenue through services like paid media, SEO and content, conversion optimization, design, and revenue operations. Campaigns are mapped to the full buyer journey and tied to metrics leaders track, such as CAC, SQLs, and ARR.
A key differentiator is its “Customer Generation” approach, which uses first‑party data and financial modeling to align strategy with real business outcomes, not vanity metrics.
The team builds multichannel programs across acquisition and lifecycle to improve conversion and retention, with clear reporting back to the CRM and finance teams. Their approach emphasizes measurable impact and long‑term customer value.
What does Directive Consulting do?
Directive Consulting is a B2B marketing agency based in Irvine, USA, that runs paid media, content, social and revenue operations for technology companies. Its website groups the work under one name, Customer Generation marketing, and lists the services that sit inside it.
- Paid: paid media, paid social, programmatic advertising, marketplace ads, and shopping and product feed management
- Content and social: content marketing, organic social, influencer work and PR
- Creative: performance creative made in-house
- Revenue operations: the CRM and reporting work that ties marketing spend back to pipeline
The breadth matters if you want one agency across several channels. If you only need one channel run well, ask how much of the team would actually work on your account.
Who does Directive Consulting work with?
Directive’s website describes its market as technology, industrial and services companies, with B2B marketing as the common thread. The logos it shows are mostly large technology brands: Uber Freight, Snap Inc, Calendly, BlackLine, Adobe, WordPress, Cisco, Amazon, SentinelOne, ZoomInfo, Gong and Samsung, alongside Pelican, Sumo and Smurfit.
That client list points to companies with real budgets and long sales cycles. Directive’s site does not single out SaaS by name on the pages we read, although most of the brands it names sell software.
How does Directive Consulting work?
Directive says it was founded in 2013 and puts its team at 130+ people. With a team that size, expect specialists for each channel rather than one generalist running everything.
The Customer Generation label is the thread through its site. In practice it means planning paid, content and social together against revenue numbers from your CRM, and revenue operations is sold as a service in its own right.
What results does Directive Consulting’s website point to?
Directive publishes its case studies on an Our Work page. The one we found on the pages we read is a case study for Zoom. Its homepage leads with the client logos above and gives no headline numbers.
What to ask Directive Consulting before you hire them
- Which of your case studies are for SaaS companies at our stage and contract size?
- Who on your 130+ person team would work on our account each week, and how senior are they?
- Which channels would you run first for a budget like ours, and which would you hold back?
- How do you connect our CRM data to your reporting, and who owns that set-up after you leave?
At a glance
- Type
- Agency
- Based in
- Irvine, USA
- Founded
- 2013
- Team size
- 130+
As their own website states it.
Services
- ABM
- Content marketing
- Digital marketing
- Marketing Operations
- PPC
- Revenue operations
- Strategy
- SEO
- Performance Marketing
- Social Media
Profile last checked
How we scored Directive Consulting
Four scores out of 5 with equal weight, averaged to give the overall score. Nobody pays to be listed or to be ranked higher.
Overall
4.8/5
- B2B SaaS focus5/5
- 5 out of 5.B2B SaaS front-and-center.
- Proof of results5/5
- 5 out of 5.Many quantified SaaS case studies.
- Transparency4/5
- 4 out of 5.Clear process; no pricing.
- Reputation5/5
- 5 out of 5.High-profile in SaaS marketing.
Where Directive Consulting ranks
The top lists they are on, and what we said about them on each.
- Ranked #1
Top ABM Agencies for B2B SaaS
Best for: ABM alongside paid, attributed to revenue
- ABM within the Customer Generation model
- LinkedIn account campaigns wired to CRM
- Strong for enterprise, multi-stakeholder sales
Read our reviewHide our review
Directive is an Irvine-based B2B SaaS agency whose account-based work sits inside its broader Customer Generation model rather than running as a standalone service. For ABM that means target-account campaigns, largely on LinkedIn, wired directly into the CRM so engagement and pipeline from named accounts are visible against CAC and closed-won revenue. Its LinkedIn advertising and ABM programs are particularly well regarded for enterprise SaaS brands with long, multi-stakeholder sales cycles.
Because ABM here is connected to paid, content and RevOps under one roof, it suits SaaS companies that want account-based targeting as part of a wider pipeline program rather than a bolt-on. Smaller teams without defined target-account lists will get less from it. A good fit for mid-market and enterprise B2B SaaS companies that want ABM run alongside paid media, with clean attribution from account engagement to revenue.
- Ranked #2
Best B2B SaaS Marketing Agencies, Ranked
Best for: Multi-channel performance as one program
- The full channel mix under one roof
- Coordinated by the Customer Generation model
- In-house performance creative
Read our reviewHide our review
Directive is an Irvine-based performance marketing agency that runs digital marketing across the full mix for B2B SaaS and technology companies: paid search, paid social, SEO, content and conversion rate optimization, supported by in-house performance creative. Rather than treating each channel as a separate service, it coordinates them under its Customer Generation model so the channels reinforce each other across the funnel. Its scale, working with hundreds of SaaS brands, means it has patterns to draw on that a smaller shop does not.
That breadth suits SaaS companies that want most of their digital marketing under one roof and enough budget to run several channels at once. Smaller teams needing a single channel may find it more than they need. A good fit for mid-market and enterprise B2B SaaS companies that want multi-channel digital marketing run as one coordinated performance program.
- Ranked #2
The Best Marketing Ops Agencies
Best for: Paid media and RevOps managed as one
- Customer Generation model with direct CRM integration
- Spend tied to CAC, LTV and closed-won revenue
- RevOps sits alongside paid, SEO and CRO
Read our reviewHide our review
Directive is an Irvine-based performance marketing agency for B2B SaaS and technology companies, and its marketing operations credentials are stronger than most on this list. Its proprietary Customer Generation methodology replaces MQL-based reporting with direct CRM integration, connecting campaigns to Salesforce and HubSpot so that spend can be tied to CAC, LTV and closed-won revenue. Dedicated RevOps sits alongside paid media, SEO, content and CRO, giving clients one view of how media budget turns into pipeline.
At its scale, working with hundreds of SaaS brands and over $1bn in reported client revenue, Directive fits companies that need measurement infrastructure and channel execution from the same team. Smaller startups may find the model built for a larger operation. A good fit for mid-market and enterprise B2B SaaS companies that want paid media and revenue operations managed together, with clean attribution from click to closed deal.
- Ranked #2
The Best B2B SaaS Performance Marketing Agencies Rated
Best for: Complex, high-ACV SaaS buying cycles
- The Customer Generation framework
- Paid, social, CRO and creative as one system
- Pipeline and enterprise-level efficiency
Read our reviewHide our review
Directive is one of the most recognized performance marketing agencies in the SaaS and cybersecurity industries. Their “Customer Generation” framework blends paid search, paid social, CRO, and creative into one revenue-aligned system. Instead of optimizing for traffic or impressions, Directive focuses heavily on pipeline contribution and enterprise-level efficiency. They’re a great fit for SaaS companies with complex buying cycles and high ACVs.
- Ranked #2
Top Content Marketing Agencies
Best for: Content tied to CRM and revenue reporting
- Customer Generation content methodology
- Content mapped to CAC, SQLs and ARR
- Reporting integrated with CRM and finance
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Directive is a marketing agency specializing in B2B SaaS and tech, empowering in-house teams to cultivate qualified leads and drive revenue through strategic content marketing. This includes developing compelling content, optimizing for SEO, and crafting conversion-focused narratives. Their content campaigns are meticulously designed to resonate with the entire buyer journey, aligning with critical metrics such as customer acquisition cost (CAC), sales-qualified leads (SQLs), and annual recurring revenue (ARR).A core element of their methodology is the “Customer Generation” approach, leveraging proprietary data and financial modeling to create content strategies that deliver tangible business outcomes, not just surface-level engagement. The team constructs integrated content programs across the entire customer lifecycle, from initial awareness to retention, ensuring improved conversion rates and long-term customer loyalty. All efforts are backed by transparent reporting integrated with CRM and finance systems, underscoring their commitment to measurable impact and sustained customer value.
- Ranked #2
The Best B2B SaaS PPC Agencies Reviewed & Ranked
Best for: High-ACV SaaS paid media tied to revenue
- Customer Generation, paid tied to financial outcomes
- Targets set against CAC, ARR and SQLs
- Stratos platform unifies CRM, paid and SEO
Read our reviewHide our review
Directive is a performance marketing agency built around what they call Customer Generation, a methodology that connects paid media directly to financial outcomes rather than lead proxies. Paid search, display, and paid social are planned using first-party data and financial modeling, with campaign targets set against CAC, ARR contribution, and SQL volume rather than click efficiency metrics. The agency has worked with Cisco, ZoomInfo, Gong, and Uber Freight, and reports over a billion dollars in client revenue generated across paid and organic programs.
Their approach is built for complex, high-ACV SaaS and tech sales cycles where generic lead generation does not reflect how deals are actually sourced and closed. First-party CRM data informs audience targeting, financial modeling sets budget allocation against revenue goals, and a proprietary platform called Stratos unifies CRM, paid, and SEO data for reporting that connects to the metrics revenue leadership actually tracks. Experiments are designed to isolate what drives pipeline rather than what produces the most impressions.
Directive is most effective for mid-market and enterprise B2B SaaS and tech companies with established sales processes and sufficient data volume to make first-party targeting meaningful. They work well with companies that have tried standard paid media and found it difficult to connect spend to revenue in a way that holds up to finance scrutiny, or that operate in competitive categories where generic PPC execution produces poor efficiency. They are less suited to growth-stage companies without the CRM history for data-modeled targeting, or to businesses with modest paid budgets where the infrastructure investment does not match the spend level.
- Ranked #3
The Best B2B SaaS SEO Agencies Reviewed & Ranked
Best for: Pipeline-focused SEO for mid-market and enterprise SaaS
- SEO tied to pipeline via Customer Generation
- First-party data and financial modeling
- Stratos platform unifies CRM, paid and SEO
Read our reviewHide our review
Directive is a performance marketing agency built specifically for B2B SaaS and tech companies, organized around what it calls a Customer Generation methodology.
Rather than optimizing for traffic or MQL volume, the agency ties SEO work directly to pipeline and revenue using first-party data and financial modeling.
Its client list includes Cisco, ZoomInfo, Gong, and Uber Freight, and it claims to have generated over $1 billion in client revenue across paid media, SEO, content, and RevOps engagements. Directive has also developed a proprietary platform called Stratos that unifies CRM, paid, and SEO data for real-time reporting. It is best suited to mid-market and enterprise SaaS companies that need SEO integrated into a broader, commercially accountable marketing function.
From directiveconsulting.com
What their own website says, checked .
In their words: “Rethink the Potential of Your B2B Agency”
- Services they list
- Content, Paid Media, Performance Creative, Programmatic, Revenue Operations, Marketplace Ads, Product Feed Management, Shopping & Paid Media, Influencer, Organic Social, Paid Social, PR, Customer Generation marketing, Content Marketing, Programmatic Advertising
- Industries they serve
- Technology, Industrial, Services, B2B Marketing
- Founded
- 2013
- Team size
- 130+
- Clients they name
- Uber Freight, Snap Inc, Calendly, BlackLine, Adobe, WordPress, Cisco, Amazon, SentinelOne, ZoomInfo, Pelican, Gong, Sumo, Smurfit, Samsung
Case studies on their site
FAQs
Some common questions, answered
Where is Directive Consulting based?
Directive Consulting is based in Irvine, in the USA. Its website describes it as a B2B marketing agency for technology, industrial and services companies, and it lists clients such as Cisco, Gong, ZoomInfo and Calendly, so it works with teams well beyond its home market.
What services does Directive Consulting offer?
Directive Consulting offers paid media, paid social, programmatic and marketplace advertising, content marketing, organic social, influencer work, PR, performance creative and revenue operations. Its website groups these under its Customer Generation approach, which plans the channels together against revenue figures from the CRM.
Which companies has Directive Consulting worked with?
Directive Consulting’s website names Uber Freight, Snap Inc, Calendly, BlackLine, Adobe, WordPress, Cisco, Amazon, SentinelOne, ZoomInfo, Gong and Samsung among its clients. It also publishes case studies on its Our Work page, including one for Zoom, which is worth reading before a first call.
How big is Directive Consulting?
Directive Consulting says on its website that it was founded in 2013 and has a team of 130+ people. Its site lists separate services for paid media, content, social, creative and revenue operations, so expect a specialist for each.
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