IDEASBERG_

INDEX / SAAS

VERDICT: BUILDBERG SCORE 78/100

Agency-to-SaaS Hybrid (Done-For-You + Software)

Run a productized service agency that uses proprietary software to deliver results, then sell the software as a standalone SaaS to clients who want the DIY tier.

▶ WATCH THE SOURCE SEGMENT — How To Make Money As A Creator | Nathan Barry (ConvertKit)

01 THE IDEA

Nathan Barry describes Brendan Dunn's model with Writ Message / Slice and Dice: build software for a specific marketing problem (email segmentation and personalization), discover that customers don't use it properly, then launch a done-for-you agency that uses that software as the engine. The agency generates immediate cash flow and creates perfect case studies, while the software compounds as a recurring SaaS business underneath. Clients enter as agency customers and convert to software subscribers.

This hybrid model solves the two biggest problems in each model independently: agencies have poor scalability but great cash flow and client intimacy; SaaS has great scalability but terrible early cash flow and high churn from underutilized products. The combination — agency validates and activates software customers — creates a self-reinforcing flywheel. Greg also has a real-world example with boring marketing.com (SEO agency with proprietary AI software) that could be unbundled into a standalone SaaS.

02 THE NUMBERS

EXPECTED ARR

$200K – $5M

INITIAL INVESTMENT

$30K + 300h

MONTHLY BURN

$15K + 120h

AUTOMATION

6/10

COMPETITORS

6 · GROWING

SKILLS

software product development, agency operations/delivery, sales and marketing, domain expertise in the target vertical, fundraising or cash flow management

03 THE VERDICT

This is the highest-ceiling model discussed in the video and is backed by Nathan Barry's own story with ConvertKit. The agency de-risks software development by generating revenue and real customer learnings before the SaaS is standalone-ready. The main risk is organizational discipline — founders must resist scope creep from agency clients to protect software investment. Pick a niche where you have deep operational expertise and where proprietary tooling creates a real performance edge over off-the-shelf software.

04 THE FIELD

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