How to Switch from SaaS to RaaS: A 30-Day Plan for Agencies

You can add a Results as a Service (RaaS) offer to an agency that sells software today without replacing anything. Keep the branded software for clients who like running it themselves, and add a results package for clients who would rather you run it for them. This 30-day plan takes you from choosing a result to a priced, measured pilot with one client.

Before you start: what changes and what stays

Week 1: choose the result and define it

Day 1–2. Pick one result. Look at your current clients and ask which outcome they already track and value. Good first results are frequent, easy to count and mostly within your control:

• New appointments booked
• Inbound calls answered and routed
• New leads replied to within five minutes
• Reviews collected after a completed job
• Past customers who booked again

Day 3. Choose the pilot client. Pick a client with steady inquiry volume, a calendar they keep up to date and a contact person who answers quickly. A client who already likes your software is ideal; they understand the system you will be running.

Day 4–5. Write the result definition. One sentence for the result, then the counting rules: which record proves it, how it is tied to your work, the billing period, how duplicates and cancellations are handled, and how long the client has to question a counted result. The outcome-based pricing guide has a checklist of these terms.

Week 2: build the delivery system in a client account

Build in the client's own account so every result is recorded where both of you can see it.

1. Connect the channels. The business phone number, the calendar, the website forms and the email domain the client uses.
2. Set up the first response. Decide what happens the moment an inquiry arrives: an AI receptionist that answers the call, a fast reply to a form or missed call, or a task for a person.
3. Route to the result. Send booking requests to the client's booking page, and hand off anything that needs a human with the contact's history attached.
4. Tag the source. Use dedicated numbers, forms or booking pages for your offer so each result is attributable. Call attribution ties a call to the number or campaign that produced it.
5. Test it end to end. Use your own phone and a test contact. Confirm the call, the booking and the follow-up each create the record you will count.

If you run many clients with the same offer, save the finished setup as a snapshot and reuse it.

Week 3: price it and agree terms

Set the price per result. Start from what one result is worth to the client (their average sale × how often a result becomes a sale) and what one result costs you to deliver. Choose a fee between the two.

Add a base fee and a cap. The base fee covers setup, monitoring and reporting. The cap keeps the client's monthly bill predictable.

Put it in writing. A one-page addendum to your existing agreement is usually enough: the result definition, counting rules, price, cap, review window and what the client needs to keep doing (for example, keeping calendar slots open).

Set up billing. Bill your client from your own agency account: the base fee as a recurring charge, and each month's results as a line item based on the count. Invoices and payments support recurring charges, one-off line items and text-to-pay on your own Stripe account. Chirply counts the results; you set the quantity on the invoice.

Week 4: launch, measure and report

1. Go live with a start date. Results count from that date forward.
2. Check the system daily for the first week. Listen to a sample of calls, read a sample of replies and confirm each booking landed on the calendar.
3. Keep a running count. Filter the records that match the definition and keep the list current, so the monthly report is already done when the month ends. On the Scale plan, scheduled client reports email each client a weekly or monthly summary from your agency's address, covering calls answered, appointments booked, new contacts by source and reviews.
4. Send the monthly report. List each counted result with its date and contact, the total, the bill and anything that needs the client's attention, such as slots that filled up.
5. Review the numbers after the first month. Compare the results and your delivery time with your estimates, then adjust the price, cap or base fee for month two.

Offering RaaS to existing software clients

Introduce the results package as an upgrade: "We can run this for you and bill you for the appointments it books." Some clients will move over; others will keep running the software themselves. Both are good outcomes. The results package suits busy owners who want the outcome handled for them.

What to have ready before you sell RaaS widely

• A written result definition you have used with at least one client
• A tested setup you can copy into a new client account
• A monthly report template built from real records
• Delivery cost per result from at least one full month
• A price sheet with base fee, per-result fee and cap

Related guides

• Is SaaS dead? explains why results-based offers are growing now.
• RaaS vs SaaS compares the two models side by side.
• Results as a Service examples lists offers you can adapt.