Do you set up review-site campaigns on G2 or Capterra?

Yes. Profile optimisation, review generation flows, and paid campaigns where intent volume justifies.

US industry hub · SaaS · DFW base

SaaS marketing agency serving Dallas-Fort Worth and the US

Q: How do you signal SOC 2 without gating the entire trust page?

Trust page public; SOC 2 report gated behind an NDA request form. Everything else public and indexable.

Q: How do you scope GDPR for EU users when the product is US-first?

CMP consent-mode integration. GDPR DPA, EU sub-processor list, SCCs on the trust page. Marketing events respect EU consent state.

Q: Do you work with PLG products where marketing is downstream of product?

Yes - PLG-first is default. Marketing owns activation-gate and expansion-signal content plus the enterprise demo path.

Q: How do you handle competitor comparison content?

Category-frame comparisons rather than named alternatives - specialty vs generalist, modern vs legacy.

Q: What is a typical SaaS engagement cost?

Retainers custom-scoped per engagement - from Rs 20,000/month equivalent (approx USD 250 / AUD 370).

Ichelon Global runs full-stack SaaS marketing for B2B products, PLG-first tools and enterprise platforms out of Dallas - Texas. SOC 2 evidence workflows are treated as a first-class part of the funnel, not an afterthought. Every campaign is architected against CCPA opt-outs, GDPR consent for EU users, and the state-privacy patchwork that now covers most US buyers.

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By Santosh Reddy · Chief Strategy & Growth Officer, US

Reviewed by Deep Das, Operations & AI Lead, Ichelon Consulting Group

SOC 2

Trust-signal engineered

PLG

Product-led growth funnels

ABM

LinkedIn account-based motion

Direct answer

Ichelon Global runs SaaS marketing on the rails B2B buyers actually use - LinkedIn ABM, G2/review-site presence, category-page SEO, PLG funnel content and PPC on high-intent bottom-funnel queries.
SOC 2 trust-signal treated as a marketing asset - trust page architecture, security disclosures, sub-processor lists and audit-report gating built into the funnel.
PLG funnel design - self-serve trial to activation to expansion, with in-product event tracking wired for CS handoff and expansion revenue signals.
Compliance-scoped for SOC 2, CCPA, GDPR (for EU users) and state privacy laws - CMP integration and consent-mode discipline from campaign draft one.

Book a discovery call -> Email Ichelon Global WhatsApp us

What we deliver

Six SaaS marketing services tailored to US B2B and PLG products

B2B SaaS marketing is a trust-signal-heavy, review-site-dependent, LinkedIn-first category. Our six-service delivery spine treats trust engineering and category positioning as core, not bolted on later.

1. Category-page SEO

Own the category term before you get compared on features. Category-page architecture, comparison-page depth and how-it-works content that pre-qualifies buyers before the demo call.

2. LinkedIn ABM

Account list build, decision-maker mapping, LinkedIn Ads sequencing tied to funnel stage, and sales-team enablement so demo requests convert to pipeline.

3. Review-site management

Presence and reputation across the B2B review sites your buyers actually check. Review-generation flows tied to CS handoff milestones, response templates and dispute workflows.

4. PLG funnel design

Self-serve trial to activation to expansion. In-product event tracking, activation-gate content, and CS handoff triggers for PQL to SQL conversion.

5. Trust-page + SOC 2 signalling

Trust page architecture, security disclosures, sub-processor lists, incident-response transparency, and audit-report gating that converts security-review buyers instead of blocking them.

6. Bottom-funnel PPC

Google Ads on high-intent bottom-funnel queries - "{category} pricing", "{category} vs {alt}", "best {category} for {segment}" - with landing pages built for demo-request conversion.

Coverage · Dallas-Fort Worth

Practice serving these DFW cities

Ichelon Global works with SaaS founders and marketing leaders headquartered across the North Texas metroplex - a dense cluster of B2B SaaS HQs across Plano, Frisco, Addison and downtown Dallas.

Dallas Fort Worth Frisco McKinney Little Elm Celina Prosper Terrell Plano Allen

Compliance

Every SaaS campaign is scoped against these frameworks

SOC 2 CCPA GDPR (EU users) State privacy

The Trifecta · adapted for SaaS

Angryturtle · SIE · YODA - the SaaS version

B2B SaaS buying happens across three surfaces - category search, AI Overview citations for research intent, and YouTube for demos and comparison content. The Trifecta covers all three.

Angryturtle · GBP OS

Deployed for HQ offices and regional presences. Post cadence covers product launches, hiring pushes, event presence and analyst-recognition news that lifts search visibility.

SIE · Search Intelligence Engine

Topic map covering category, comparison, alternative-to and how-to intent. Content briefs written for AI Overview citation and traditional SERP simultaneously, so your product appears when buyers research.

YODA · YouTube AIO

Product demos, customer-success stories, comparison walk-throughs and how-to content on a 4-per-month cadence. Optimised for AI Overview citation and search discovery.

Leadership

Backed by ICG global leadership

Every SaaS engagement has direct line-of-sight to the ICG Leadership Team and to a senior product-marketing reviewer who has scaled B2B SaaS through category-creation moments before.

The ICG technology stack

Nine tools. One compounding system. HealthApex OS
Built in-house. Deployed in every engagement.

ICG's results are reproducible because they are built on proprietary infrastructure — not agency intuition or generic tools. These nine HealthApex OS platforms are what power every ICG engagement.

Healthcare CRM

Nexus CRM

Healthcare CRM & Lead Management

ICG's healthcare-specific CRM and lead management system. Specialty-configured funnel stages for IVF, dental, aesthetic, ortho, hospital OPD. 1-click CAPI + GCLID via Beacon. Hawk intelligence built in. DPDP-compliant by architecture. Deployed across 300+ healthcare centres.

Specialty-specific funnel stages, not generic SaaS pipeline
1-click CAPI + GCLID via Beacon attribution
Telecaller leaderboard + adherence scoring native
DPDP Act 2023 compliant by architecture

Explore Nexus CRM →

Business Layer

Hawk

CRM Intelligence & Lead-Ops MIS

Sits as the business intelligence layer above your CRM — Nexus, Salesforce, LeadSquared, HubSpot, Zoho, or any custom CRM. Shows where leads are leaking, which effort is wasted, and which good leads were quietly downgraded by automation — not by a human decision.

Sits above your existing LMS — no replacement
83% of effort goes to dead leads — surfaced Day 1
~75% qualified-lead downgrades by automation
Free Lead-Leak Audit in 48 hours

Explore Hawk + free audit →

Attribution Core

Beacon

Attribution Engine & CAPI Middleware

Sits at the centre of every ICG attribution architecture. CAPI middleware connecting Meta Ads, Google Ads, WhatsApp and IVR to your CRM. Lifts Event Match Quality from 2.5 to 6+, reducing CPM 30–40% from the same budget.

Server-side CAPI — bypasses iOS privacy changes
EMQ 2.5 → 6+ across portfolio
30–40% CPM reduction from EMQ lift alone
Multi-touch: ad → consultation → revenue

Explore Beacon →

Practice Management

HealthPro 360

PMS with built-in revenue intelligence layer

The only PMS that tracks cross-sell and up-sell opportunities within your existing patient base. 12 modules covering OPD, IPD, Pharmacy, Labs, Billing, Inventory, Patient Portal, Smart Scheduling, RBAC, AES-256 encrypted storage.

Only PMS with built-in Revenue Intelligence
Cross-sell signal tracking within existing patients
12 modules: OPD, IPD, Pharmacy, Labs, Billing+
Audit trails + RBAC + AES-256 encryption

Explore HealthPro 360 →

Revenue Layer

Phoenix

Revenue intelligence built over your existing PMS

If you already have a PMS — Akhil Systems, Practo, or any other — Phoenix builds the business intelligence layer on top of it without replacement. Currently live across 46 centres for a national chain.

Works over your existing PMS — no migration
Daily action queue: Prevent Loss / Maintain / Grow
Catches unbilled services, collection gaps, lapsing patients
CPQL variance ₹620–₹3,800 → ₹680–₹1,420

Explore Phoenix →

YouTube Intelligence

YODA

YouTube analytics that measures patients, not views

The only YouTube intelligence platform built for healthcare business outcomes. Connects video performance to actual consultation bookings — not views, not subscribers. Patient testimonial videos generate 6.9× more consultations per view than condition explainers.

Consultation attribution per video — not views
Demand-gap: what patients search that your channel misses
50+ doctor channels tracked across India
AIO readiness scoring: which videos AI tools cite

Explore YODA →

Governance & Transparency

Agency OS

Full transparency. Instant diagnosis. Zero surprises.

ICG's centralised governance platform — every client sees everything in real time, and ICG's team sees every problem the moment it surfaces. 30+ real-time alert systems fire the moment a metric drifts outside its performance envelope.

GSC, GA4, Google Ads, Meta Ads, IVR — one live view
30+ real-time alert systems per account
CPQL drift alert at >15% week-on-week change
Client login: full transparency on your account

Explore Agency OS →

AEO & LLM Intelligence

AIO Intel

AI Overview + LLM citation tracking, healthcare-tuned

Knows the moment ChatGPT, Perplexity, Google AI Overviews and Gemini cite your brand in patient answers — and which content drove the citation. Bot-aware dashboard with GA4-registered custom dims (AIO source, AIO referrer) and IndexNow + GSC API integration.

Live tracking across ChatGPT / Perplexity / Google AIO / Gemini
Bot-aware: knows human vs scraper traffic
Custom GA4 dims register AIO source + referrer
IndexNow + GSC API: content surfaced to LLMs within hours

View AIO Intel dashboard →

Competitor Intelligence

Prism Spy

Every Meta + Google ad your competitors run, watched daily

Tracks 75+ Indian healthcare brands, 2,150+ active ads, ₹50Cr+ aggregate ad spend visibility per month. Surfaces what's working, what's been killed, what offers are emerging. Powers every ICG Meta Ads brief, Performance Marketing diagnostic, and IVF / derm / dental specialty campaign with real competitive intelligence.

75+ brands tracked across 30+ healthcare specialties
2,150+ active ads · daily refresh
Activity Feed: every spend / hook / pause logged
Offers Intelligence: 250+ offers in market tracked

Explore Prism Spy →

GBP Intelligence Platform

Angryturtle

Every Google Business Profile scored, tracked, protected, and grown from one command centre

ICG's proprietary Google Business Profile intelligence platform. Scores every listing across 7 dimensions, tracks rank on a live geo-grid across your actual service area, audits NAP + citations, monitors 531 suspension-risk factors continuously, and drafts Google Posts on cadence. Currently managing 143 healthcare listings with 0 suspensions and 4.76★ portfolio average across 28,137 reviews.

143 listings under management · 0 suspensions · 4.76★
7-dimension Health Score + 5-factor Rank OS per listing
Geo-grid rank tracking + NAP + Citation audit + Profile Shield
NMC + NABH + ART Act + DPDP compliance built into every content + review workflow

Explore Angryturtle →

Every ICG engagement runs on some combination of these ten HealthApex OS tools. The diagnostic determines which combination is right for your practice.

Explore HealthApex OS → See the full stack live on your account — free 30-min audit →

The team behind your account

Every diagnostic is led by a founder.
You'll know their names before the engagement begins.

ICG was built by three IIT BHU engineers who entered healthcare marketing with a specific intent: to build the tools that didn't exist and run the campaigns that most agencies couldn't. When you book a diagnostic, Rohit or Abhash leads it personally. Not an account manager. Not a senior executive. The people who built what you're evaluating.

The ICG team — 60+ healthcare marketing specialists at Gurgaon HQ

60+ specialists.
One growth engine.

Performance marketers, analysts, AI engineers, content strategists, and operations specialists — all healthcare-only. Headquartered in Gurgaon since 2018.

Rohit Gupta

Business & Growth Lead & Director

IIT BHU · IIM Rohtak

Rohit's first question in every diagnostic: "When you ask your agency why patients aren't booking — what do they say?" He says the answer tells him more than any dashboard.

Full profile →

Abhash Kumar

Strategy & Analytics Lead & Director

IIT BHU · IIM Bangalore

Abhash built Beacon because most agencies couldn't answer one question: "Which of my campaigns generated that consultation?" He decided the problem was solvable in code. It was.

Full profile →

Deep Das

Technology & AI Lead & Director

IIT BHU

Deep built the 4-Bot patient lifecycle system after watching a client lose 60+ qualified leads in one week to a 6-hour WhatsApp response window. He decided the problem was solvable in code. It was.

Full profile →

Book a diagnostic with the Co-Founding Team → Meet the full leadership team →

FAQ

SaaS marketing in the US - common questions

How do you signal SOC 2 without gating the entire trust page?

Trust page is public. SOC 2 report itself gates behind an NDA request form so InfoSec can log the request, but everything else - controls list, sub-processors, incident response process, security whitepaper - is public and indexable so buyers who research find you.

How do you scope GDPR for EU users when the product is US-first?

Consent-mode integration with the CMP so EU visitors get the right consent surface. GDPR-appropriate DPA, EU sub-processor list, and Standard Contractual Clauses are surfaced on the trust page. Marketing events for EU users respect consent state at every stage of the funnel.

Do you work with PLG products where marketing is downstream of product?

Yes - PLG-first is the default assumption. Marketing owns activation-gate content, expansion-signal content, and the demo-request path for enterprise deals; product owns in-app activation. Attribution loops back through CDP so PLG conversions get credit.

How do you handle competitor-comparison content without naming competitors ICG can't reference?

Category-frame comparisons - "specialty vs generalist tools", "modern vs legacy stacks" - rather than named alternatives. This ranks for the alternative-search intent and stays within platform advertising policies that limit direct competitor claims.

Do you set up review-site campaigns on G2, Capterra and similar?

Yes. Profile optimisation, review-generation flows tied to CS handoff milestones, and paid review-site campaigns where the intent volume justifies it. Response templates and dispute workflows for negative reviews included.

What is a typical SaaS engagement cost?

Retainers are custom-scoped per engagement · from Rs 20,000/month equivalent (approx USD 250 / AUD 370). PLG-first products with self-serve funnels scale lighter; enterprise-heavy motions with sales-team enablement and ABM scale up.

Scope your US SaaS engagement with Ichelon Global

Book a 30-minute discovery call with a member of the Leadership Team, email the US practice lead, or WhatsApp us in your time zone.

Book a discovery call santosh@ichelonconsulting.com WhatsApp us

Related industry hubs

Ichelon Global in the US - other industries

Selected ICG clients

Healthcare brands ICG
has worked with.

A representative slice of the 300+ healthcare brands ICG has delivered for across India. Full client list available under NDA during a Brand and Growth Diagnostic.