Podcasts about b2b saas

  • 1,310PODCASTS
  • 4,953EPISODES
  • 34mAVG DURATION
  • 3DAILY NEW EPISODES
  • May 27, 2025LATEST

POPULARITY

20172018201920202021202220232024

Categories



Best podcasts about b2b saas

Show all podcasts related to b2b saas

Latest podcast episodes about b2b saas

Ecomm Breakthrough
The #1 Pricing Mistake That's Killing Your Ecom Profits with Oz Merchant

Ecomm Breakthrough

Play Episode Listen Later May 27, 2025 60:12


Oz Merchant is a leader and coach in the fields of sales and customer success for B2B SaaS and ecommerce companies. Oz is passionate about helping businesses grow and thrive. He is the former VP of Sales, Success, and Support at Viably. Currently he is the founder and CEO of Ecom Sellers HQ, a platform that could help you to start or scale your ecommerce business with the best software tools, service providers, and funding options.Highlight Bullets> Here's a glimpse of what you would learn…. Current challenges of margin compression in e-commerce, particularly on Amazon.Strategies for navigating cash flow challenges in the evolving e-commerce landscape.The importance of adopting an omnichannel approach for e-commerce brands.Insights on the transition from Viably to E-commerce Sellers HQ and its impact on sellers.The significance of understanding FBA fees and optimizing supply chain operations.The necessity of financial acumen and establishing clear Key Performance Indicators (KPIs).The disconnect between perception and reality in business performance metrics.Managing overhead expenses and identifying major expense buckets for e-commerce businesses.The implications of seeking external funding and understanding cash flow dynamics.The role of technology and automation in the future of e-commerce.In this episode of the Ecomm Breakthrough Podcast, host Josh Hadley interviews Oz Merchant, founder and CEO of E-commerce Sellers HQ. The discussion centers on the pressing challenges faced by e-commerce brands, particularly those selling on Amazon. Key topics include margin compression, cash flow management, and the importance of an omnichannel approach. Oz shares his transition from Viably to E-commerce Sellers HQ, emphasizing the need for financial acumen and strategic cost management. The episode also explores the future of e-commerce, highlighting the potential impact of AI and automation. This insightful conversation offers valuable strategies for scaling e-commerce businesses to eight figures and beyond.Here are the 3 action items that Josh identified from this episode:Optimize Profitability to Combat Margin CompressionRegularly audit your Total Advertising Cost of Sale (TACoS) and aim for 15% or lower.Negotiate with suppliers for better pricing on bulk orders to lower Cost of Goods Sold (COGS).Monitor FBA fees and optimize packaging to reduce unnecessary costs.Prioritize Financial and Operational EfficiencyConduct regular overhead expense audits to eliminate wasteful spending.Streamline operations using automation tools to reduce manual workload and improve efficiency.Set clear Key Performance Indicators (KPIs) to track financial health and operational performance.Leverage Technology and Community for GrowthInvest in AI-driven tools for inventory management, customer service, and marketing automation.Engage in e-commerce communities, networking events, and industry conferences to stay ahead of trends.Follow industry leaders for insights on best practices and evolving e-commerce strategies.Resources mentioned in this episode:Josh Hadley on LinkedIneComm Breakthrough ConsultingeComm Breakthrough PodcastEmail Josh Hadley: Josh@eCommBreakthrough.comE-commerce Sellers HQAWP (Amazon Warehouse Program)Hello ProfitSeller BoardGorilla ROIAmazon FBA Fee ReimbursementAmazonWalmartShopifyTikTokChatGPTLeadership and Self-Deception by The Arbinger InstituteSpecial Mention(s):Adam “Heist” Runquist on LinkedInKevin King on LinkedInMichael E. Gerber on LinkedInRelated Episode(s):“Cracking the Amazon Code: Learn From Adam Heist's Brand Scaling Secrets” on the eComm Breakthrough Podcast“Kevin King's Wicked-Smart Tips for Building an Audience of Raving Fans” on the eComm Breakthrough Podcast“Unlocking Entrepreneurial Greatness | Insider Secrets With E-myth Author Michael Gerber” on the eComm Breakthrough PodcastEpisode SponsorSponsor for this episode...This episode is brought to you by eComm Breakthrough Consulting where I help seven-figure e-commerce owners grow to eight figures. I started Hadley Designs in 2015 and grew it to an eight-figure brand in seven years.I made mistakes along the way that made the path to eight figures longer. At times I doubted whether our business could even survive and become a real brand. I wish I would have had a guide to help me grow faster and avoid the stumbling blocks.If you've hit a plateau and want to know the next steps to take your business to the next level, then go to www.EcommBreakthrough.com (that's Ecomm with two M's) to learn more.Transcript AreaJosh Hadley 00:00:00  Welcome to the Ecomm Breakthrough podcast. I'm your host, Josh Hadley, where I interview the top business leaders in e-commerce. Past guests include Kevin King, Michael Gerber, author of The E-myth, and Matt Clark from ASM. Today I'm speaking with Oz Merchant, and we are going to be talking about how to prevent the margin compression happening right now on Amazon, navigating cash flow challenges, and the mindset that you need to have to win in e-commerce in 2025. This episode is brought t...

Unchurned
Gainsight's Big Leaps, AI Agents, and Pulse 2025 ft. Nick Mehta

Unchurned

Play Episode Listen Later May 26, 2025 35:30


#updateai #customersuccess #saas #businessWelcome back to Unchurned! In this very special annual tradition, host Josh Schachter, CEO of UpdateAI sits down with Nick Mehta, the ever-energetic CEO of Gainsight, for a deep dive into all things Pulse 2025 - Gainsight's CS conference, which this year is bringing its signature blend of learning and community to Las Vegas. Josh and Nick reminisce about Pulse's humble beginnings, reflect on the journey from a simple luncheon to a high-octane Vegas affair, and tease this year's theme (wardrobe predictions included!).You'll also get an exclusive inside look at Gainsight, with Nick sharing candid insights about new faces on the leadership team, the integration of exciting new products like Staircase, ModerateKit, and Skilljar, and how the company is weaving AI into both its offerings and internal processes. The conversation is equal parts fun and insightful, filled with plenty of laughs and a motivating message for customer success pros to embrace innovation and lean into the future.Timestamps0:00 - Preview & Introductions1:25 - Pulse Conference in Las Vegas8:36 - Reflections on New & Evolving Leadership 15:23 - Recent Innovations & Acquisitions24:10 - Operational Shifts and AI Integration30:12 - Looking Ahead & Closing Thoughts___________________________

Lenny's Podcast: Product | Growth | Career
Unconventional product lessons from Binance, N26, Google, more | Mayur Kamat (CPO at N26, ex-Binance Head of Product)

Lenny's Podcast: Product | Growth | Career

Play Episode Listen Later May 22, 2025 97:56


Mayur Kamat is the chief product officer at N26—a $9 billion neobank serving over 7 million customers in 25 countries—where he leads product, design, data, and research. Prior to N26, Mayur was Head of Product at Binance, growing the crypto exchange to a peak $400 billion valuation. Earlier in his career, he built and scaled products at Google (Gmail Mobile, Hangouts), Microsoft, and travel unicorn Agoda.Learn:1. How to find and focus on the highest-leverage problems2. Why you shouldn't optimize for compensation early in your career3. Why you should optimize for strengths, not weaknesses4. Why you need to decide if you truly want the C-suite path5. Why working at a fintech company creates exceptional PMs6. Strategy = hypothesis × experimentation velocity7. Small, fast wins compound faster than big, slow bets—Brought to you by:• WorkOS—Modern identity platform for B2B SaaS, free up to 1 million MAUs• Paragon—Ship every SaaS integration your customers want• Vanta—Automate compliance. Simplify security.—Where to find Mayur Kamat:• X: https://x.com/5degreez• LinkedIn: https://www.linkedin.com/in/mayur/—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction and Mayur's background(04:49) Working at Binance: An inside look(18:18) Career advice for product managers(27:00) PM career paths(33:58) Understanding fintech customers(36:00) Understanding your strengths(44:46) Creating a culture of experimentation(51:14) Hiring and developing top talent(54:50) Building a diverse product portfolio(57:08) Working in high talent density areas(59:43) Personal and professional balance(01:06:32) High-leverage opportunities and decision making(01:14:28) AI tools in the workplace(01:19:14) Failure corner(01:25:11) Lightning round and final thoughts—Referenced:• Binance: https://www.binance.us/• Google: https://about.google/• Microsoft: https://www.microsoft.com/• Agoda: https://www.agoda.com• N26: https://n26.com/• Which companies accelerate PM careers most: https://www.lennysnewsletter.com/p/which-companies-accelerate-your-pm• Which companies produce the best product managers: https://www.lennysnewsletter.com/p/which-companies-produce-the-best• Bezos Says Work-Life Balance is a “Debilitating” Phrase: https://www.investopedia.com/news/bezos-says-worklife-balance-debilitating-phrase/• Maslow's Hierarchy of Needs: https://www.simplypsychology.org/maslow.html• PayPal Mafia: https://en.wikipedia.org/wiki/PayPal_Mafia• Changpeng Zhao on LinkedIn: https://www.linkedin.com/in/cpzhao/• Ray Dalio on LinkedIn: https://www.linkedin.com/in/raydalio/• Porter's five forces: https://en.wikipedia.org/wiki/Porter%27s_five_forces_analysis• Jonathan Rosenberg on X: https://x.com/jjrosenberg• Aura: https://buy.aura.com/• Intercom: https://www.intercom.com/• Palantir: https://www.palantir.com/• Revolut: https://www.revolut.com/• Chime: https://www.chime.com/• Stripe: https://stripe.com/• Dropbox: https://www.dropbox.com/• Alex Algard on LinkedIn: https://www.linkedin.com/in/alexalgard• Hiya: https://www.hiya.com/• Brian Chesky's new playbook: https://www.lennysnewsletter.com/p/brian-cheskys-contrarian-approach• Gemini: https://gemini.google.com/app• Writer: https://writer.com/• Google Hangouts: https://en.wikipedia.org/wiki/Google_Hangouts• Sundar Pichai on LinkedIn: https://www.linkedin.com/in/sundarpichai/• Google Meet: https://meet.google.com/landing• House on Hulu: https://www.hulu.com/series/ef39603f-eb90-4248-8237-f6168d7c1be1• Big Bang Theory on Hulu: https://www.hulu.com/series/9bde5aeb-5297-4290-b173-19a4d59cc11d• Adolescence on Netflix: https://www.netflix.com/title/81756069• The White Lotus on HBO: https://www.hbo.com/the-white-lotus• Robinhood: https://robinhood.com/us/en/• Nikita Bier's post on X about Bible Chat: https://x.com/nikitabier/status/1915252215507210349• Bible Chat: https://apps.apple.com/us/app/bible-chat-daily-devotional/id6448849666?mt=8• Suno: https://suno.com/home• Disfrutar: https://www.disfrutarbarcelona.com/—Recommended books:• StrengthsFinder 2.0: https://www.amazon.com/StrengthsFinder-2-0-Tom-Rath/dp/159562015X• The 5 Types of Wealth: A Transformative Guide to Design Your Dream Life: https://www.amazon.com/Types-Wealth-Transformative-Guide-Design/dp/059372318X—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.lennysnewsletter.com/subscribe

Scouting for Growth
Gia Laudi: Why B2B SaaS Leaders Must “Forget The Funnel” and Embrace Customer-Led Growth

Scouting for Growth

Play Episode Listen Later May 21, 2025 47:49


On this episode of the Scouting For Growth podcast, Sabine VdL talks to Georgiana ‘Gia’ Laudi, a strategic advisor, keynote speaker, and co-founder of Forget The Funnel, a consultancy focused on helping B2B SaaS companies drive predictable, recurring revenue through a truly customer-led approach. In this episode, Gia and I will explore why so many companies get stuck throwing “spaghetti at the wall,” instead of researching who their best customers really are. We’ll look at the common pitfalls teams face when relying solely on funnel-based thinking—plus the steps any organization can take to cultivate a thriving, customer-centric culture. Gia will also share highlights from the remarkable work she’s done with various SaaS brands, as well as tips you can put into practice right away. KEY TAKEAWAYS Two years after drafting up a customer experience map for our company, through the lens of the customer, we grew revenue by 900%. We’d aligned the team and the company, and it facilitated more streamlined conversation, more alignment, more understanding cross-departmentally making things much easier. It gave us a tool and a shared language for operationalising around customer experience. A big reason for forgetting the funnel and leveraging a more customer-led approach is through the lens of recurring revenue businesses. Even if you don’t have a recurring revenue business model most businesses agree that customer retention, expanding existing accounts vs finding new customers contains a lot of value. This serves all kinds of businesses very well. Customer research is often equated with long, drawn-out projects that are very costly and leave you with more questions than answers. There’s a lot of resistance when we use the term ‘customer research’, we tend to use the term ‘customer insights’. We use targeted, streamlined and intentional research via ‘jobs to be done’ which reveal meaningful patterns from as little as 10-12 people which can identify what leads people to seek your business out. Not all customers are created equally, you shouldn’t try to serve every customer, narrow your focus on who really, really cares about the problem that you solve, has a high willingness to pay, deeply understands the value in what you provide and would sing your praises from the mountain tops. BEST MOMENTS ‘If you orient your operations around the customer experience it becomes easy to make all kinds of decisions.’ ‘Existing customers are worth more and are less costly to us as a business vs finding new customers.’ ‘Your relationship with your customer does not end with the purchase, it begins with the purchase.’ ‘Early stage companies should focus on one customer and do a really good job, later stage companies shouldn’t conflate all customers into a homogenous group but think of segmentation in a meaningful way so you can still provide high-converting and resonating experiences even for multiple segments.’ ABOUT THE GUEST Georgiana (“Gia”) Laudi is a strategic advisor, keynote speaker, and co-founder of Forget The Funnel, a consultancy specializing in customer-led growth for B2B SaaS companies. With over 20 years of experience in marketing and product strategy, she’s helped high-growth businesses such as Unbounce, Calendly, and Sprout Social deepen customer insights, align teams around customer value, and drive predictable, recurring revenue. As co-author of the book “Forget The Funnel,” Gia advocates a practical, step-by-step approach to uncovering why the best customers buy—and how to ensure more of them succeed post-purchase. Based in Montreal, Gia is passionate about turning real customer needs into clear messaging, frictionless onboarding, and expansion strategies that empower businesses to scale sustainably. She joins Scouting for Growth to share her journey, discuss common growth pitfalls, and offer actionable tactics any organization can use to become truly customer-led. LinkedIn ABOUT THE HOST Sabine is a corporate strategist turned entrepreneur. She is the CEO and Managing Partner of Alchemy Crew a venture lab that accelerates the curation, validation, & commercialization of new tech business models. Sabine is renowned within the insurance sector for building some of the most renowned tech startup accelerators around the world working with over 30 corporate insurers, accelerated over 100 startup ventures. Sabine is the co-editor of the bestseller The INSURTECH Book, a top 50 Women in Tech, a FinTech and InsurTech Influencer, an investor & multi-award winner. Twitter LinkedIn Instagram Facebook TikTok Email Website This Podcast has been brought to you by Disruptive Media. https://disruptivemedia.co.uk/

Unchurned
Should We Ease the Workload of Superhero CSM? Ft. Sarah Parker (Betterup)

Unchurned

Play Episode Listen Later May 21, 2025 33:30


#updateai #customersuccess #saas #businessSarah Parker, SVP, Global Customer Success at BetterUp joins the hosts ⁠⁠Kristi Faltorusso⁠⁠, ⁠⁠Jon Johnson⁠⁠ & ⁠⁠Josh Schachter⁠⁠. They discuss the need for a transition from high-touch to low-touch customer interactions and the mindset shift required for CSMs for a self-service approach.Topics Discussed Meet Sarah Parker & Learn about BetterUpHow coaching equips leaders to navigate challengesChallenges at BetterUpHigh-touch approach for customer success Challenges despite a high NPSServices offered by BetterUpMindset transition from a service provider to a partnerAugmenting CSMs & enabling customers as platform ownersHigh demand for low-touch models faces resistanceArticulating worth for maximizing impactCSMs are trained to be a superheroTransitioning from UiPath to BetterUp was personal___________________________

Uploading
The Playbook Behind ClickUp's $4B Content Engine

Uploading

Play Episode Listen Later May 21, 2025 47:08


About the Episode:Chris Cunningham is a founding member and Head of Social Marketing at ClickUp, the fast-growing productivity platform now valued at $4 billion. Since shaping ClickUp's brand voice and social presence from 2017, Chris has been instrumental in engineering a content system that regularly generates 200M+ monthly impressions and consistently translates content virality into real leads and customers.In this workshop episode of Uploading, Chris breaks down ClickUp's journey from early hustle—making videos solo and closing deals by hand—to building a repeatable, scalable content operation with an in-house “writer's room,” comedic actors, and a growth strategy spanning multiple platforms.Chris and host Blaine unpack content pivots, hiring creators, building brand voice, and why entertainment-first content matters for B2B. Chris also gets tactical: how to mix content types across the funnel, the operational playbook for consistent output, leveraging AI tools, success metrics, and what it takes to hit massive growth milestones.Finally, Chris shares actionable frameworks for solo founders and small teams starting from scratch—plus candid takes on virality, team structure, platform strategy, and what's next for ClickUp's $4B content engine.Today, we'll cover:- How ClickUp scaled from low-budget solo content to 200M+ impressions per month- The “bets” and breakthroughs that defined ClickUp's content playbook- Building a repeatable system: team, workflow, “writer's room,” and actors- Entertainment vs. product-driven content—and the ideal content mix- Measuring ROI: turning impressions and brand awareness into real leads and customers- Frameworks and advice for solo creators and early-stage teams to start content from scratch- Platform-specific strategies for LinkedIn, Instagram, TikTok, YouTube, and beyond- Personalization, AI, and creator partnerships: the new wave of B2B contentWhat You'll Learn1. Building a Scalable Content Engine2. Hiring and Leveraging In-house Creators3. Mixing Entertainment and Product Content4. Omnipresence across Multiple Social Platforms5. Testing, Iterating, and Doubling Down on Winners6. Aligning Content with Business Goals and Funnels7. Creating Efficient, Repeatable Content SystemsTimestamps00:00 Meet Chris Cunningham: ClickUp's content architect02:11 Chris's background: from agency to ClickUp's founding team08:07 Platform-specific content strategy & goals11:28 Making content a team priority: systems & scheduling14:37 Inside ClickUp's instagram strategy15:38 The ABCD formula: testing for virality16:09 Case study: viral skits, trends, & relatable office content19:29 Operations: writers' room, shooting schedule, & execution23:23 Starting from scratch: building in public & early tactics25:47 Frameworks for virality: the anatomy of a viral video27:41 Winning concepts: relatability, shareability, & emotional triggers30:55 Scheduling vs manual posting: what works best32:18 YouTube strategy: current state & future focus33:36 Platform prioritization: focus, layering, & growth sequence35:52 Content funnel mix: brand awareness vs product promotion37:24 Content ratio: top, middle, & bottom of funnel by stage40:00 Staff vs. actors: who should be in your content?42:10 Video length: short vs long content & platform preferences43:35 Looking ahead: 2025 content experiments & new channels46:19 Where to follow Chris & ClickUp“We've very big on shots on goal. We want to put as many shots up as possible, but we want to have calculated shots. We want to take them with low budgets… I'll make a bet and I'll start it very cheaply.” — Chris Cunningham“The only way it's really going to scale is if I brought in an expert... I took a bet that all companies would have content creators if they wanted to compete. They'll have some kind of creator that creates content for them consistently.” — Chris Cunningham“Content's just another task, right? Like anyone can make excuses. So if you're just not making content, it means you don't prioritize it. We prioritize it.” — Chris Cunningham“The dividends content rewards with is nuts. The amount of people I've met, the people who DM me and just what I'm learning… There's no reason not to make content.” — Chris Cunningham“If I had to start over and I'm at a new company—we're building in public... No actors, just talking about what we're working on. At the end of the day, I would just ask for like 5-10 minutes of all the early employees: what did you do today? And find a cool, clever way to chop it up. That's exactly what I would do.” — Chris Cunningham“You need to know your ICP. If you're creating content and you don't know who you're creating for, you really just lost the whole goal right there.” — Chris CunninghamShow notes powered by Castmagic---Have any questions about the show or topics you'd like us to explore further?Shoot us a DM; we'd love to hear from you.Want the weekly TL;DR of tips delivered to your mailbox?Check out our newsletter here.Follow us for content, clips, giveaways, & updates!Castmagic InstagramCastmagic TwitterCastmagic LinkedIn  ---Blaine Bolus - Co-Founder of CastmagicRamon Berrios - Co-Founder of CastmagicChris Cunningham - Head of Social Marketing at ClickUp

Rockstar CMO FM
The Rockstar CMO Studio: The Post Sale CMO

Rockstar CMO FM

Play Episode Listen Later May 21, 2025 35:03


This week, our host Ian Truscott and our resident marketing strategist and former Forrester Research Director Jeff Clark discuss the role of the CMO and marketing post-sale, in reducing churn, increasing customer lifetime value, and loyalty in a B2B SaaS environment where there is reduced friction to switch.  In this episode, they discuss: Customer loyalty in the experience economy Five CMO considerations for customer loyalty Managing the brand gap Nurturing customer relationships Formalizing customer advocacy programs As always, we welcome your feedback. If you have a suggestion for a topic that's hot for you that we should discuss, please get in touch using the links below.   Enjoy! — The Links The people: Ian Truscott on LinkedIn and Bluesky Jeff Clark on LinkedIn Mentioned this week: Customer Loyalty in the Experience Economy — the CMO's Perspective Get Your Buyers AMPED with our Customer Journey Back to Brand - Blog post Rockstar CMO: The Beat Newsletter that we send every Monday Rockstar CMO on the web, Twitter, and LinkedIn Previous episodes and all the show notes: Rockstar CMO FM. Track List: Stienski & Mass Media - We'll be right back Coming Back Again - Kings of Leon You can listen to this on all good podcast platforms, like Apple, Amazon, and Spotify. Learn more about your ad choices. Visit megaphone.fm/adchoices

The Marketing Movement | Ignite Your B2B Growth
Implementing Modern Marketing Success Metrics | Judy Sheriff

The Marketing Movement | Ignite Your B2B Growth

Play Episode Listen Later May 20, 2025 40:43


Refine Labs' General Manager Judy Sheriff is on today to walk through how and why you should implement Refine Labs' modern, tangible success metrics for your marketing team. Judy Sheriff shares her career story, starting with her entry into marketing in 2010, highlighting experiences with companies relying heavily on traditional metrics such as MQLs, and her eventual discovery of modern demand generation strategies. The conversation moves then into the critical juncture when she realized the necessity for change and her subsequent contributions at Refine Labs in guiding companies toward a comprehensive understanding of influence over direct tracking. Essential SEO keywords such as "B2B SaaS," "marketing measurement framework," and "demand generation" are explored throughout the episode.The episode also spotlights the impact of tools and strategies that have helped Judy develop successful frameworks in marketing. With Evan, they discuss the importance of simplifying dashboards and streamlining data processes for accurate measurement. Judy emphasizes the significance of aligning with sales and finance to drive effective change and discusses the potential over-reliance on AI in marketing. Episode topics: #marketing, #leadgen, #demandgeneration, #sales, #B2BSaaS, #digitalmarketing #measurement #metrics______Subscribe to Stacking Growth on Spotify and YouTubeLearn More About Refine LabsSign Up For Our NewsletterConnect with the guest:Judy SheriffConnect with the hosts:Evan HughesSteph Crugnola

Grow Your B2B SaaS
S6E14 - Building Habit-Forming Hybrid Onboarding: From First Value to Enterprise Success in B2B SaaS with Ramli John (“RJ”)

Grow Your B2B SaaS

Play Episode Listen Later May 20, 2025 42:29


Struggling to turn new sign-ups into loyal, paying customers? You're not alone, and the problem might not be your product, it might be your onboarding. In this episode of Grow Your B2B SaaS, we're joined by onboarding expert and best-selling author Ramli “RJ” John to break it all down. Ramli exposes what most SaaS companies miss: onboarding isn't a feature — it's a full-blown business strategy. We explore how to craft onboarding experiences that form habits, boost user activation, increase retention, and drive revenue. Whether you're a scrappy startup or scaling toward $10M ARR, this episode is packed with real talk, actionable insights, and smart frameworks that will help you turn more free trials into forever customers.Key Timecodes(0:00)-Introduction: Aha moment and onboarding as a business problem(0:49)-Episode Overview: Building habit-forming hybrid onboarding(1:03)-Guest Introduction: Ramli "RJ" John and his work(1:42)-Importance of Habit-Forming Onboarding(3:00)-Retention and Profit from Effective Onboarding(3:41)-Misconceptions about Onboarding(5:18)-The Promise Fulfillment Concept(6:52)-Common Mistakes in Onboarding(8:00)-Moments of Confusion and Delight(9:37)-Goals of Effective Onboarding(11:05)-Step-by-Step Onboarding Improvement(12:45)-User Case Understanding and Endpoint Focus(15:02)-Hybrid Onboarding for Enterprise Customers(18:35)-Challenges and Overcoming in Product Onboarding(20:49)-Technical Product Onboarding Suggestions(24:15)-Immediate Steps for Onboarding Improvement(28:21)-Habit Formation in Onboarding(30:23)-Future of Onboarding with AI(33:33)-Risks and Opportunities for SaaS Founders(35:24)-Best Advice on SaaS Onboarding(36:08)-Growing Early Stage SaaS from 0–10k MRR(37:47)-Scaling SaaS to 10 Million ARR(40:04)-Summary of Key Points(40:45)-How to Contact Ramli and Closing Remarks

Predictable B2B Success
7 Critical SaaS Monetization Strategies That Prevent 79% Revenue Loss

Predictable B2B Success

Play Episode Listen Later May 20, 2025 54:29


What if you discovered that 79% of your company's top-line revenue could be slipping away, right under your nose, all because of outdated billing and invoicing processes? In this episode of Predictable B2B Success, host Vinay Koshy sits down with Randy Wootton, CEO of Maxio, to dig into one of the most overlooked deal killers and revenue drains in B2B SaaS: broken financial operations. With over 25 years in tech and a history of scaling and exiting firms, Randy brings deep, candid insights from the frontlines of SaaS operations. Together, they unpack why so many CFOs still cling to spreadsheets, how to create a culture of accountability and data-driven decision-making, and why getting serious about monetization, beyond customer acquisition and retention, can exponentially boost your company's valuation. You'll also hear behind-the-scenes stories of SaaS mergers, the battle to win over finance teams, and why nailing your monetization strategy is now a CEO's must-have skill. Whether running a startup, growing a SaaS company, or steering a PE-backed venture, this episode is packed with real-world lessons and contrarian takes you can't afford to miss. Ready to get funded—and stay funded? Let's dive in. Some areas we explore in this episode include: Problems in B2B Billing & Financial Operations: Common issues like revenue leakage, billing errors, and spreadsheet dependence.What Maxio Does: How Maxio connects CRM and general ledger systems to streamline financial processes for B2B SaaS.Randy Wootton's Leadership Journey: His background in the military and tech and how that shaped his leadership approach.Execution, Metrics & Growth Culture: The importance of accountability, data-driven execution, and fostering an environment of continuous improvement.CFO Mindsets and the Move From Spreadsheets: Why CFOs resist change and how companies can encourage adoption of automated systems.AI and Data Insights in Financial Ops: How Maxio and similar platforms are moving toward more intelligent, AI-driven analytics and business insights.Monetization Strategies for SaaS Companies: Monetization (pricing, packaging, value capture) matters as much as acquisition and retention.Maxio's Pricing Model: Details on its billing-based pricing and why this approach benefits customers.Brand Strategy After Merger: Lessons from combining SaaSOptics and Chargeify into Maxio, and the challenges of rebranding.Get Funded, Stay Funded: The “dolphin strategy” for SaaS businesses—balancing growth, profitability, and investor expectations.And much, much more...

B2B SaaS Marketing Snacks
86- Video in B2B SaaS marketing

B2B SaaS Marketing Snacks

Play Episode Listen Later May 20, 2025 30:32


Video isn't a flashy extra in B2B SaaS marketing anymore, it's a must-have tool that is driving serious growth and leaving old-school strategies in the dust. 95% of B2B buyers lean on video before buying, and video ads can slash CPLs by ~30%! In Episode 86 of B2B Marketing Snacks, host Brian Graf and guest CMO Julian Revorio deliver the playbook on why video is now non-negotiable in B2B SaaS today. They show you how to leverage both short and long-form videos to engage more buyers and drive conversions.What You'll Learn:Why video content has become non-negotiable for B2B SaaS marketing success.How to mix short, snackable clips with longer videos for maximum impact at every stage of the funnel.The kind of ROI you can expect from video (like cutting cost-per-lead).Cool new tools & hacks that make pumping out video content a breeze.Now is the perfect time to jump in, with new AI tools making video creation easier (and cheaper) than ever. Video grabs attention and builds trust like nothing else—especially now that buyers are practically glued to short-form videos on Facebook, LinkedIn, and beyond. Don't miss out! If leveling up your marketing with video sounds good, you can't afford to skip this episode—it might just give you that unfair advantage.B2B SaaS Marketing Snacks is one of the most respected voices in the SaaS industry. It is hosted by two leading marketing and revenue growth experts for software:Stijn Hendrikse: Author of T2D3 CMO Masterclass & Book, Founder of KalungiBrian Graf: CEO of KalungiB2B SaaS companies move through predictable stages of marketing focus, cost and size (as described in the popular T2D3 book). The best founders, CFOs and COOs in B2B SaaS rely on a balance of marketing leadership, strategy and execution to produce the customer and revenue growth they require. Staying flexible and nimble is a key marketing asset in a hard-charging B2B world.Resources shared in this episode:Create amazing video testimonials for your SaaS company on a budget5 tips to make your SaaS company video popBest video ever on building momentum T2D3 CMO MasterclassSubmit and vote on our podcast topicsABOUT B2B SAAS MARKETING SNACKSSince 2020, The B2B SaaS Marketing Snacks Podcast has offered software company founders, investors and leadership a fresh source of insights into building a complete and efficient engine for growth.Meet our Marketing Snacks Podcast Hosts: Stijn Hendrikse: Author of T2D3 Masterclass & Book, Founder of KalungiAs a serial entrepreneur and marketing leader, Stijn has contributed to the success of 20+ startups as a C-level executive, including Chief Revenue Officer of Acumatica, CEO of MightyCall, a SaaS contact center solution, and leading the initial global Go-to-Market for Atera, a B2B SaaS Unicorn. Before focusing on startups, Stijn led global SMB Marketing and B2B Product Marketing for Microsoft's Office platform.Brian Graf: CEO of KalungiAs CEO of Kalungi, Brian provides high-level strategy, tactical execution, and business leadership expertise to drive long-term growth for B2B SaaS. Brian has successfully led clients in all aspects of marketing growth, from positioning and messaging to event support, product announcements, and channel-spend optimizations, generating qualified leads and brand awareness for clients while prioritizing ROI. Before Kalungi, Brian worked in television advertising, specializing in business intelligence and campaign optimization, and earned his MBA at the University of Washington's Foster School of Business with a focus in finance and marketing.Visit Kalungi.com to learn more about growing your B2B SaaS company. 

100x Entrepreneur
What's Happening to VC in India w/ All In Capital, Peer Capital & Upekkha

100x Entrepreneur

Play Episode Listen Later May 16, 2025 55:15


Venture capital is much fancied today.Is this job which looks like cutting cheques for products and founders you like, for everyone?As for any work, there are traits you should have and some which won't help you on the job.We have with us Kushal Bhagia (All In Capital), Karthik Prabhakar (Peer Capital), and Rajan (Upekkha).Three people who interestingly all began as engineers and took different career paths to today become Fund managers of leading VC firms.All In Capital's $24M pre-seed fund backing early-stage founders,Peer Capital's $75M early-stage fund investing in tech-first Indian startups from seed to Series A,Upekkha's $40M Capital's accelerator-style fund supporting B2B SaaS startups.Tune in!01:53 – Why builders shouldn't become VCs?03:12 – Why best VCs sell well & stay curious05:12 – How the VC job is like Flying a plane07:48 – How parental instincts enable VCs?10:42 – Is fundraising harder than ever?14:12 – What makes people write VC cheques?18:03 – Where do India's rich family offices invest?20:30 – Why India still doesn't have its own YC?22:55 – The OG YC when startups weren't cool28:00 – Can YC's numbers ever be replicated?33:03 – David v/s Goliath of Small vs large funds39:02 – Zepto's first $50k cheque40:22 – Sectors VCs won't touch41:35 – Story-driven v/s numbers-driven Fundraising44:36 – How we missed Swiggy, Postman & Zepto?46:18 – The best VCs48:24 – What needs to change in Indian VC?49:47 – Founders we'd invest In (But not work for)51:25 – Unlearnings as an Investor-------------​​India's talent has built the world's tech—now it's time to lead it.This mission goes beyond startups. It's about shifting the center of gravity in global tech to include the brilliance rising from India.What is Neon Fund?We invest in seed and early-stage founders from India and the diaspora building world-class Enterprise AI companies. We bring capital, conviction, and a community that's done it before.Subscribe for real founder stories, investor perspectives, economist breakdowns, and a behind-the-scenes look at how we're doing it all at Neon.-------------Check us out on:Website: https://neon.fund/Instagram: https://www.instagram.com/theneonshoww/LinkedIn: https://www.linkedin.com/company/beneon/Twitter: https://x.com/TheNeonShowwConnect with Siddhartha on:LinkedIn: https://www.linkedin.com/in/siddharthaahluwalia/Twitter: https://x.com/siddharthaa7-------------This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice.Send us a text

Confessions Of A B2B Marketer
Rob Walling's 20 Year Master Plan

Confessions Of A B2B Marketer

Play Episode Listen Later May 15, 2025 32:52


In this episode of Confessions of a B2B Entrepreneur, host Tom Hunt chats with the legendary Rob Walling. A true veteran of the SaaS bootstrapping world, Rob shares insights from his two decades in the game, from building and selling Drip, starting the influential MicroConf community and the TinySeed accelerator, to hosting the 'Startup for the Rest of Us' podcast. They discuss the power of compounding effort, the crucial lesson of following market feedback, iterating your approach based on what the market wants, and the journey of building multiple successful ventures without relying on traditional VC. Rob reflects on the lessons learned over twenty years, offering invaluable perspective for any entrepreneur looking to build sustainable, long-term growth.

Sidecar Sync
Getting Your Board on Board with AI | 82

Sidecar Sync

Play Episode Listen Later May 15, 2025 54:24 Transcription Available


Send us a textIn this episode of Sidecar Sync, Amith Nagarajan and Mallory Mejias take on one of the most pivotal—and often overlooked—challenges in association innovation: getting your board on board with AI. Drawing from Amith's personal boardroom experience and Mallory's deep dive into board psychology, they break down how to navigate internal politics, craft compelling AI use cases, and turn skeptical board members into innovation allies. From emotional storytelling to small pilot wins, this episode is your roadmap to aligning AI ambition with boardroom approval.

Unchurned
How GitHub Drives Measurable Customer Outcomes (And Tracks What Matters) ft. Michael Goetz (GitHub)

Unchurned

Play Episode Listen Later May 14, 2025 39:28


#updateai #customersuccess #saas #businessMichael Goetz, Vice President of Customer Success Strategy at GitHub, joins Josh Schachter, Co-Founder & CEO of UpdateAI, and Kristi Faltorusso, CCO at Client Success, for a candid and insightful conversation that no customer success (CS) professional will want to miss. They discuss GitHub's shift from a focus on "Customer Outcomes" to "Customer Success Strategy" and its impact on operations and goals. Goetz reveals their methods for identifying and tracking meaningful customer business outcomes at scale. The conversation delves into the practicalities of operationalizing outcome-driven work, navigating diverse customer needs, and maintaining engagement amidst rapid product innovation.Timestamps:0:00 - Preview & Intros1:30 - Intentionality Behind Role Titles at GitHub4:33 - Articulating Measurable, Business-Driven Customer Goals7:48 - Tracking and Measuring Progress Towards Outcome13:35 - Differentiation in Approach Across Customer Segments16:35 - Approaching and Managing Milestones Toward Larger Outcomes21:05 - Dynamics Between End Users & Economic Buyers23:41 - Managing Pace and Volume of Change (Especially with AI)28:20 - Organizational Structure of Michael's Team35:00 - Creative Uses of AI Within the Organization___________________________

Lessons In Product Management
Bridging the Gap Between Product Management & Product Marketing with Daria Love, Director of Product Marketing at the Trans.eu Group

Lessons In Product Management

Play Episode Listen Later May 14, 2025 47:28


Riding Unicorns
Building the Future of Marketing with Raffi Salama, CEO & Co-Founder @ Passionfruit

Riding Unicorns

Play Episode Listen Later May 14, 2025 50:31


In this episode of Riding Unicorns, James Pringle is joined by Raffi Salama, Co-Founder & CEO of Passionfruit, a fast-growing marketing OS used by the world's most ambitious brands to orchestrate campaigns across resourcing, planning, execution, and tracking.Raffi shares his journey from launching David Beckham's Inter Miami football club to scaling Passionfruit across London, Lisbon, and now New York. What started as a freelance marketplace has evolved into a full-stack platform for marketing teams in the AI era, already used by the likes of PepsiCo, L'Oreal, Motorway, and Klaviyo.We explore:

Grow Your B2B SaaS
S6E13 - Future-Proof Your B2B SaaS Pricing: Strategies for the AI Era and Beyond with Kevin Lems

Grow Your B2B SaaS

Play Episode Listen Later May 13, 2025 45:51


In this episode, we explore how SaaS companies can build smart pricing strategies that stay relevant, especially with the rise of artificial intelligence (AI). learn how to Future-Proof Your B2B SaaS Pricing Our guest, Kevin Lems, Commercial Director for Europe at Younium, shares lessons from his years of experience in SaaS sales, subscription management, and revenue growth. His insights are especially helpful for B2B SaaS leaders trying to improve or rethink their pricing.KeyTimecodes(0:03) - Introduction: Discussing SaaS pricing and the importance of a suitable pricing model.(3:08) - Key Question: Why is getting the right pricing model important for B2B SaaS founders today?(4:35) - Misconceptions: Common misconceptions in SaaS pricing strategies.(7:24) - PLG Approach: Discussing the Product-Led Growth approach for SaaS companies.(10:53) - Enterprise Pricing: How to justify different pricing models for enterprise customers.(12:29) - Future of SaaS Pricing: The role of AI and usage-based pricing models.(20:00) - Pricing Strategy: Steps to change and improve SaaS pricing.(24:16) - Best Practices: Sharing best practices for evaluating SaaS pricing models.(34:43) - Key Advice: Summarizing the best advice on SaaS pricing.(36:04) - Growing to 10K MRR: Advice for early-stage SaaS founders.(38:50) - Growing to 10M ARR: Strategies for scaling to significant revenue milestones.(45:14) - Conclusion: Final thoughts and contact information.

Lenny's Podcast: Product | Growth | Career
How Palantir built the ultimate founder factory | Nabeel S. Qureshi (founder, writer, ex-Palantir)

Lenny's Podcast: Product | Growth | Career

Play Episode Listen Later May 11, 2025 97:29


Nabeel Qureshi is an entrepreneur, writer, researcher, and visiting scholar of AI policy at the Mercatus Center (alongside Tyler Cowen). Previously, he spent nearly eight years at Palantir, working as a forward-deployed engineer. His work at Palantir ranged from accelerating the Covid-19 response to applying AI to drug discovery to optimizing aircraft manufacturing at Airbus. Nabeel was also a founding employee and VP of business development at GoCardless, a leading European fintech unicorn.What you'll learn:• Why almost a third of all Palantir's PMs go on to start companies• How the “forward-deployed engineer” model works and why it creates exceptional product leaders• How Palantir transformed from a “sparkling Accenture” into a $200 billion data/software platform company with more than 80% margins• The unconventional hiring approach that screens for independent-minded, intellectually curious, and highly competitive people• Why the company intentionally avoids traditional titles and career ladders—and what they do instead• Why they built an ontology-first data platform that LLMs love• How Palantir's controversial “bat signal” recruiting strategy filtered for specific talent types• The moral case for working at a company like Palantir—Brought to you by:• WorkOS—Modern identity platform for B2B SaaS, free up to 1 million MAUs• Attio—The powerful, flexible CRM for fast-growing startups• OneSchema—Import CSV data 10x faster—Where to find Nabeel S. Qureshi:• X: https://x.com/nabeelqu• LinkedIn: https://www.linkedin.com/in/nabeelqu/• Website: https://nabeelqu.co/—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Nabeel S. Qureshi(05:10) Palantir's unique culture and hiring(13:29) What Palantir looks for in people(16:14) Why they don't have titles(19:11) Forward-deployed engineers at Palantir(25:23) Key principles of Palantir's success(30:00) Gotham and Foundry(36:58) The ontology concept(38:02) Life as a forward-deployed engineer(41:36) Balancing custom solutions and product vision(46:36) Advice on how to implement forward-deployed engineers(50:41) The current state of forward-deployed engineers at Palantir(53:15) The power of ingesting, cleaning and analyzing data(59:25) Hiring for mission-driven startups(01:05:30) What makes Palantir PMs different(01:10:00) The moral question of Palantir(01:16:03) Advice for new startups(01:21:12) AI corner(01:24:00) Contrarian corner(01:25:42) Lightning round and final thoughts—Referenced:• Reflections on Palantir: https://nabeelqu.co/reflections-on-palantir• Palantir: https://www.palantir.com/• Intercom: https://www.intercom.com/• Which companies produce the best product managers: https://www.lennysnewsletter.com/p/which-companies-produce-the-best• Gotham: https://www.palantir.com/platforms/gotham/• Foundry: https://www.palantir.com/platforms/foundry/• Peter Thiel on X: https://x.com/peterthiel• Alex Karp: https://en.wikipedia.org/wiki/Alex_Karp• Stephen Cohen: https://en.wikipedia.org/wiki/Stephen_Cohen_(entrepreneur)• Joe Lonsdale on LinkedIn: https://www.linkedin.com/in/jtlonsdale/• Tyler Cowen's website: https://tylercowen.com/• This Scandinavian City Just Won the Internet With Its Hilarious New Tourism Ad: https://www.afar.com/magazine/oslos-new-tourism-ad-becomes-viral-hit• Safe Superintelligence: https://ssi.inc/• Mira Murati on X: https://x.com/miramurati• Stripe: https://stripe.com/• Building product at Stripe: craft, metrics, and customer obsession | Jeff Weinstein (Product lead): https://www.lennysnewsletter.com/p/building-product-at-stripe-jeff-weinstein• Airbus: https://www.airbus.com/en• NIH: https://www.nih.gov/• Jupyter Notebooks: https://jupyter.org/• Shyam Sankar on LinkedIn: https://www.linkedin.com/in/shyamsankar/• Palantir Gotham for Defense Decision Making: https://www.youtube.com/watch?v=rxKghrZU5w8• Foundry 2022 Operating System Demo: https://www.youtube.com/watch?v=uF-GSj-Exms• SQL: https://en.wikipedia.org/wiki/SQL• Airbus A350: https://en.wikipedia.org/wiki/Airbus_A350• SAP: https://www.sap.com/index.html• Barry McCardel on LinkedIn: https://www.linkedin.com/in/barrymccardel/• Understanding ‘Forward Deployed Engineering' and Why Your Company Probably Shouldn't Do It: https://www.barry.ooo/posts/fde-culture• David Hsu on LinkedIn: https://www.linkedin.com/in/dvdhsu/• Retool's Path to Product-Market Fit—Lessons for Getting to 100 Happy Customers, Faster: https://review.firstround.com/retools-path-to-product-market-fit-lessons-for-getting-to-100-happy-customers-faster/• How to foster innovation and big thinking | Eeke de Milliano (Retool, Stripe): https://www.lennysnewsletter.com/p/how-to-foster-innovation-and-big• Looker: https://cloud.google.com/looker• Sorry, that isn't an FDE: https://tedmabrey.substack.com/p/sorry-that-isnt-an-fde• Glean: https://www.glean.com/• Limited Engagement: Is Tech Becoming More Diverse?: https://www.bkmag.com/2017/01/31/limited-engagement-creating-diversity-in-the-tech-industry/• Operation Warp Speed: https://en.wikipedia.org/wiki/Operation_Warp_Speed• Mark Zuckerberg testifies: https://www.businessinsider.com/facebook-ceo-mark-zuckerberg-testifies-congress-libra-cryptocurrency-2019-10• Anduril: https://www.anduril.com/• SpaceX: https://www.spacex.com/• Principles: https://nabeelqu.co/principles• Wispr Flow: https://wisprflow.ai/• Claude code: https://docs.anthropic.com/en/docs/agents-and-tools/claude-code/overview• Gemini Pro 2.5: https://deepmind.google/technologies/gemini/pro/• DeepMind: https://deepmind.google/• Latent Space newsletter: https://www.latent.space/• Swyx on x: https://x.com/swyx• Neural networks in chess programs: https://www.chessprogramming.org/Neural_Networks• AlphaZero: https://en.wikipedia.org/wiki/AlphaZero• The top chess players in the world: https://www.chess.com/players• Decision to Leave: https://www.imdb.com/title/tt12477480/• Oldboy: https://www.imdb.com/title/tt0364569/• Christopher Alexander: https://en.wikipedia.org/wiki/Christopher_Alexander—Recommended books:• The Technological Republic: Hard Power, Soft Belief, and the Future of the West: https://www.amazon.com/Technological-Republic-Power-Belief-Future/dp/0593798694• Zero to One: Notes on Startups, or How to Build the Future: https://www.amazon.com/Zero-One-Notes-Startups-Future/dp/0804139296• Impro: Improvisation and the Theatre: https://www.amazon.com/Impro-Improvisation-Theatre-Keith-Johnstone/dp/0878301178/• William Shakespeare: Histories: https://www.amazon.com/Histories-Everymans-Library-William-Shakespeare/dp/0679433120/• High Output Management: https://www.amazon.com/High-Output-Management-Andrew-Grove/dp/0679762884• Anna Karenina: https://www.amazon.com/Anna-Karenina-Leo-Tolstoy/dp/0143035002—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.lennysnewsletter.com/subscribe

Financial Freedom for Physicians with Dr. Christopher H. Loo, MD-PhD

Bevs is transforming how independently owned liquor and convenience stores operate—and in this episode, Jason Vego, co-founder and CEO of Bevs, shares exactly how.If you're searching for ways to modernize your store operations, scale a retail tech startup, or improve inventory management, this conversation is packed with insight. Jason breaks down how Bevs is solving the real problems faced by small-format retailers, from inventory tracking to digital transformation—problems that many store owners and tech founders search solutions for daily.Whether you're a founder building a B2B SaaS company, an operator in the convenience store software space, or simply exploring how AI in retail is reshaping the industry, Jason delivers clarity on product-market fit, startup pivots, and data-driven decision-making. This episode is your shortcut to understanding how to create scalable tools for underserved markets and how to raise smart venture capital while staying grounded in customer needs.

Product Talk
EP 534 - Temporal Technologies Head of Monetization on Crafting Strategic B2B SaaS Pricing and Product Strategies

Product Talk

Play Episode Listen Later May 9, 2025 45:39


How do companies transform complex technical offerings into compelling market solutions? In this podcast hosted by Cassio Sampaio, Temporal Technologies Head of Monetization Tomas Lorinc will be speaking on the critical art of building successful B2B SaaS product strategies. Tomas shares insider insights on market research, pricing innovation, and the delicate balance between product-led and sales-led growth strategies that can make or break a technology company's success.

SaaS Backwards - Reverse Engineering SaaS Success
Ep. 165 - Why Most SaaS Ads Fail (and What to Do Instead)

SaaS Backwards - Reverse Engineering SaaS Success

Play Episode Listen Later May 9, 2025 31:55 Transcription Available


Guest: Ken Lempit, President & Chief Business Builder at Austin Lawrence GroupAre your SaaS ads actually doing their job, or just burning budget?In this week's episode of SaaS Backwards, Ken Lempit and Jason Myers of Austin Lawrence Group go deep on what GTM leaders get wrong about advertising in 2025:Why most SaaS ads look and sound the same (and fall flat)Where messaging fails long before the clickHow to align sales and marketing in a high-consideration buying cycleThe overlooked power of direct mail and live eventsWhen to pull back on spend—and how to know it's timeIf you're spending more but converting less—or just tired of “safe” campaigns with no spark—this conversation will challenge your assumptions and give you a new playbook.---Not Getting Enough Demos? Your messaging could be turning buyers away before you even get a chance to pitch.

Supermanagers
How the CEO of a Billion Dollar Company Uses AI with Andrew Waitman of Assent

Supermanagers

Play Episode Listen Later May 8, 2025 39:16


Subscribe at ⁠www.thisnewway.com⁠ to get the step-by-step playbooks, tools, and workflows.In episode 4 of This New Way, Aydin sits down with Andrew Waitman, CEO of Assent, to explore how a billion-dollar B2B SaaS company is transforming operations, product development, and team productivity with AI. Andrew shares how Assent went from under $1M to nearly $200M ARR, became one of the earliest adopters of GitHub Copilot and ChatGPT Enterprise, and how they now embed AI-driven OKRs across every team.You'll hear real use cases: from summarizing messy trip reports, generating synthetic bills of materials for secure testing, and accelerating supplier document reviews — to measuring impact on productivity and profitability. Andrew also offers actionable insights on how to drive AI adoption across teams, how CEOs should personally lead the AI charge, and which tools he uses daily to stay ahead.You'll walk away knowing how to start small, scale fast, and turn AI into a measurable force multiplier across your org.⁠⁠Click here⁠⁠ to check out the AI-generated timestamps, episode summary and transcript.. . .Like this episode? Be sure to leave a ⭐️⭐️⭐️⭐️⭐️ review and share the episode with someone who will benefit from listening.. . .TIMESTAMPS:00:35 Andrew's background and Assent's growth journey02:37 The scale: 18,000 suppliers, 200 compliance topics05:07 The post-ChatGPT transformation and Vista Equity OKRs06:09 Early adoption of GitHub Copilot & ChatGPT Enterprise08:51 Trip report improvements using AI synthesis09:35 Generating synthetic bills of materials for safe testing12:26 Where AI drives efficiency: entity resolution, part matching, document validation13:12 Measuring AI's impact: productivity, quality, and profitability17:32 Expanding customer success capacity without adding headcount20:37 How to drive company-wide AI adoption (hackathons, Slack, evangelists)24:10 Andrew's personal AI workflows & deep research routinesTOOLS & RESOURCES MENTIONED:AI Tools & PlatformsGitHub Copilot (Microsoft) → adopted early for engineeringChatGPT (OpenAI, including Enterprise license) → used across teams for synthesis, rewriting, summarizationPerplexity AI (Pro) → used for deep research reportsInternal AI Use Cases & SystemsSynthetic bills of materials → generated using AI to safely test software without exposing sensitive customer dataAutomated document review → handling millions of supplier documents for complianceEntity resolution → using AI to match the right supplier or part across massive datasetsPart resolution & document validation → automating complex checks in the supply chainCompany-Wide AI Adoption Tools & MethodsOKRs (Objectives & Key Results) → embedded AI goals at company, team, and functional levelsAI hackathons → internal competitions to inspire creative use casesSlack channels → for sharing, evangelizing, and discussing AI applications internallyPersonal CEO Tools & WorkflowsPerplexity deep research → running 12–15 deep research reports per dayAI summarization & rewriting → e.g., turning multi-page trip reports into professional one-page summaries

Sidecar Sync
Fargo vs. Klarna & The Rise of Reasoning Models | 81

Sidecar Sync

Play Episode Listen Later May 8, 2025 47:54 Transcription Available


Send us a textThis week on Sidecar Sync, Amith Nagarajan and Mallory Mejias explore Wells Fargo's virtual assistant “Fargo” and how it stacks up against Klarna's AI tool from a year ago. With 250 million fully automated interactions and measurable impact on customer engagement and bias reduction, Fargo offers a powerful case study in applied AI. Amith reflects on what's now possible for associations, why a narrow pilot project is a smart first move, and how “human in the loop” isn't just a safety net—it's strategic. The duo also breaks down Microsoft's new Phi-4 reasoning models, which pack PhD-level performance into incredibly compact packages that can run on your phone. If you're wondering where the AI trend line is heading, this one's for you.

Blame it on Marketing â„¢
B2B YouTube Glow-Up NEEDED | E85 with Jake Kitchiner

Blame it on Marketing â„¢

Play Episode Listen Later May 8, 2025 39:38 Transcription Available


Unchurned
Customer-Centric Approach for a Unified Onboarding Experience Ft. Sri Ganesan (Rocketlane)

Unchurned

Play Episode Listen Later May 7, 2025 26:46


In this podcast episode, Josh Schachter interviews Srikrishnan Ganesan, founder, and CEO of Rocketlane, a customer onboarding platform. Sri discusses the origins of Rocketlane, including the community they built before launching the product, and the birth of Rocketlane. They also talk about the importance of collaboration and marketing in the SaaS industry. Sri emphasizes the importance of consistency in the customer journey, particularly during the onboarding phase, and how it can impact customer success and lead to better outcomes. They also discuss Rocketlane's approach to marketing and community building.___________________________

Grow Your B2B SaaS
S6E12 - How to Scale your SaaS Internationally: A Founder's Guide to Going Global with Nicola Calabrese

Grow Your B2B SaaS

Play Episode Listen Later May 6, 2025 35:48


In this episode, Joran welcomes Nicola Calabrese, the founder of Undertow, a localization agency focused on aiding SaaS businesses in their international growth. Nicola brings a wealth of experience, having managed translation and localization projects for startups and enterprises in over 20 languages. He also hosts the Multilingual Content Podcast, discussing international expansion and localization technologies. The episode explores the importance of scaling SaaS internationally through internet expansion and localization strategies.Key Timecodes(0:00) - Importance of Localization(0:47) - Episode Introduction and Guest Intro(1:28) - Why International Expansion is Crucial for B2B SaaS(2:33) - When to Consider Going International(3:14) - Indicators for Localization Needs(3:36) - Common Misconceptions in Global Expansion(5:21) - Common Mistakes in Global Expansion Strategy(7:19) - Step-by-Step Approach to Going Global(9:20) - Strategy for US Companies Entering Europe(11:06) - Resources and Frameworks for Expansion(12:15) - Case Study: A Company's Approach to Localization(13:01) - Steps to Prepare for International Expansion(14:11) - Metrics to Track for Successful Localization(16:18) - Best Practices for Going Global(18:42) - Importance of Style Guides in Localization(20:25) - Significance of Proper Localization(22:12) - AI in Localization: Current Limitations(24:10) - Challenges: Cultural Differences and Brand Consistency(25:42) - Future of Internationalization and AI(27:36) - Choosing Markets: Europe vs. US Strategy(30:03) - Risks and Opportunities in 2025(31:04) - Advice for B2B SaaS Founders on Internationalization(31:39) - Advice for Early-Stage SaaS Companies(32:16) - Preparations for Scaling to 10M ARR(33:59) - Final Summary and Key Takeaways(34:33) - Closing Notes and Contact Information

The School for Humanity
#136 "AI, Identity, and Impact with Mary Koburi & Kim Tran"

The School for Humanity

Play Episode Listen Later May 5, 2025 32:01


Mary Koburi is a dynamic marketing visionary and branding expert known for delivering impactful results across multiple channels. As a cross-functional leader, she excels at building and executing strategies that drive measurable success for businesses of all sizes. Mary blends creative insight with data-driven decision-making to craft campaigns that resonate and reinforce brand identity. Her passion for innovation and commitment to excellence consistently fuel strategies that boost awareness, engagement, and conversions. Website: https://birdseyesecurity.com/  LinkedIn: https://www.linkedin.com/in/marykoburi/  YouTube: https://www.youtube.com/channel/UCbsVwDxb5lJkVU41ripC3Og  Instagram: https://www.instagram.com/birdseyesecuritysolutions  Facebook: https://www.facebook.com/profile.php?id=100063849481497#    Kim Tran is an experienced marketing and business development leader, currently heading up efforts at Gimmal, a B2B SaaS company specializing in data and information governance. With over 14 years of experience in brand strategy and growth marketing, she has worked across startups, scale-ups, and Fortune 500 companies. A former aspiring lawyer turned tech marketer, Kim brings deep expertise in highly regulated industries such as legal, digital banking, ed tech, and DNS security. She's known for building cross-functional teams and driving revenue growth through strategic market expansion, product positioning, and people-first campaigns. Website: https://gimmal.com/  LinkedIn: https://www.linkedin.com/in/kimtrandc  YouTube: https://www.youtube.com/@GimmalSolutions    In this episode, we discuss marketing strategies, AI impact, and future trends. Learn from industry experts Mary and Kim.    Apply to join our marketing mastermind group: https://notypicalmoments.typeform.com/to/hWLDNgjz   Follow No Typical Moments at: Website: https://notypicalmoments.com/ LinkedIn: https://www.linkedin.com/company/no-typical-moments-llc/ YouTube: https://www.youtube.com/channel/UC4G7csw9j7zpjdASvpMzqUA Instagram: https://www.instagram.com/notypicalmoments Facebook: https://www.facebook.com/NTMoments

Legally Speaking Podcast - Powered by Kissoon Carr
The Human Edge in Legal Tech: Scaling Smarter with AI & Empathy - Dan Sharp & Neil Weitzman - S9E09

Legally Speaking Podcast - Powered by Kissoon Carr

Play Episode Listen Later May 5, 2025 47:00


On today's Legally Speaking Podcast, I'm delighted to be joined by Dan Sharp and Neil Weitzman.Dan is the President and CEO of Infoware, Word LX, where he understands for law firms, time and reputation is everything. As CEO, Dan helps law firms automate and simplify document creation to protect their brand.Neil is the CRO of Infoware, Word LX and the founder of Weitzman GTM, a GTM advisory building efficient GTM motions resulting in full pipelines and recurring revenue through people, processes and platforms. Neil brings 25 years off learning with B2B SaaS, technology and data business - helping lead companies through different growth stages.So why should you be listening in? You can hear Rob, Dan and Neil discussing:- Challenges in the SaaS Legal Market- The Importance of Human Connection- Effective Go-To-Market Strategies- The Use of AI in Sales and Marketing- Change Management in Law FirmsConnect with Dan here - https://www.linkedin.com/in/dansharp1Connect with Neil here - https://www.linkedin.com/in/neilweitzman/

The NTM Growth Marketing Podcast
#136 "AI, Identity, and Impact with Mary Koburi & Kim Tran"

The NTM Growth Marketing Podcast

Play Episode Listen Later May 5, 2025 32:01


Mary Koburi is a dynamic marketing visionary and branding expert known for delivering impactful results across multiple channels. As a cross-functional leader, she excels at building and executing strategies that drive measurable success for businesses of all sizes. Mary blends creative insight with data-driven decision-making to craft campaigns that resonate and reinforce brand identity. Her passion for innovation and commitment to excellence consistently fuel strategies that boost awareness, engagement, and conversions. Website: https://birdseyesecurity.com/  LinkedIn: https://www.linkedin.com/in/marykoburi/  YouTube: https://www.youtube.com/channel/UCbsVwDxb5lJkVU41ripC3Og  Instagram: https://www.instagram.com/birdseyesecuritysolutions  Facebook: https://www.facebook.com/profile.php?id=100063849481497#    Kim Tran is an experienced marketing and business development leader, currently heading up efforts at Gimmal, a B2B SaaS company specializing in data and information governance. With over 14 years of experience in brand strategy and growth marketing, she has worked across startups, scale-ups, and Fortune 500 companies. A former aspiring lawyer turned tech marketer, Kim brings deep expertise in highly regulated industries such as legal, digital banking, ed tech, and DNS security. She's known for building cross-functional teams and driving revenue growth through strategic market expansion, product positioning, and people-first campaigns. Website: https://gimmal.com/  LinkedIn: https://www.linkedin.com/in/kimtrandc  YouTube: https://www.youtube.com/@GimmalSolutions    In this episode, we discuss marketing strategies, AI impact, and future trends. Learn from industry experts Mary and Kim.    Apply to join our marketing mastermind group: https://notypicalmoments.typeform.com/to/hWLDNgjz   Follow No Typical Moments at: Website: https://notypicalmoments.com/ LinkedIn: https://www.linkedin.com/company/no-typical-moments-llc/ YouTube: https://www.youtube.com/channel/UC4G7csw9j7zpjdASvpMzqUA Instagram: https://www.instagram.com/notypicalmoments Facebook: https://www.facebook.com/NTMoments

SaaS Backwards - Reverse Engineering SaaS Success
Ep. 164 - Voice, AI & the Future of SaaS: Productivity, Innovation, and Risk

SaaS Backwards - Reverse Engineering SaaS Success

Play Episode Listen Later May 2, 2025 48:56 Transcription Available


Guests: Ken Lempit, James Ollerenshaw, and Rob CurtisVoice is the new frontier in SaaS — but are we ready for the implications?In the third episode of our AI Series, Ken Lempit is joined again by James Ollerenshaw and Rob Curtis to explore how voice and AI are colliding to transform the way B2B SaaS companies operate — from the way products are built and sold to how customers are supported.We dive into:The shift to voice-first interfaces and its implications for product designReal-world use cases in sales, customer service, compliance, and manufacturingWhy voice as a data source may be more valuable than voice as an interfaceHow voice AI can unlock productivity gains — and which roles are at riskThe compliance, privacy, and cultural risks of voice-powered surveillancePredictions on headless SaaS, ambient computing, and the next big AI disruptionThis conversation goes longer than our typical episodes, but trust us — it's worth every minute. Stick around for smart insights, practical frameworks, and some provocative predictions that CROs, CMOs, and SaaS builders shouldn't miss.

The Peel
Scaling Amplitude to $300M ARR with Co-founder and CEO Spenser Skates

The Peel

Play Episode Listen Later May 1, 2025 104:04


Spenser Skates is the Co-founder and CEO of Amplitude.Our conversation gets into the importance of data in product design and company building, how Amplitude is thinking about AI, and the future of user responsive software.We also get into the early days of building Amplitude, when to go multi-product, how to construct your board as a startup, hiring executives at various company stages, lessons from closing three acquisitions, lessons scaling to $300 million in ARR, inside Amplitude's 2021 IPO, and what most people get wrong about Founder Mode.Thanks to Numeral for supporting this episode, the end-to-end platform for sales tax and compliance. Try it here: https://bit.ly/NumeralThePeelTimestamps:(4:45) Using data to build great products(8:31) Why data is existential to every business(13:14) How to go multi-product(15:48) Every startup becomes a distribution company(19:29) Lessons from three acquisitions(29:09) AI hasn't changed B2B SaaS yet(31:24) Challenges of incorporating AI in B2B SaaS(33:09) Amplitude's AI experiments(36:29) Navigating technology hype cycles as a public company(39:40) Amplitude's opportunity in LLMs(43:08) User responsive software(46:16) Surprising things that slow your speed of execution(51:27) What people get wrong about Founder Mode(59:48) Pivoting into Amplitude after YC(1:04:42) Nine months to raise Amplitude's first round(1:08:31) Surprises from closing the first customers(1:12:46) Two sales lessons for technical founders(1:13:44) Scaling to $300M+ ARR(1:17:14) How to choose board members(1:19:55) Inside Amplitude's IPO(1:21:56) “Stock price is an output of the business”(1:26:36) Evolving from startup founder to public company CEO(1:31:54) How hiring execs changes as you scale(1:34:32) Why DEI is important at Amplitude(1:39:46) Relevance of gaming and startupsReferencedTry Amplitude: https://amplitude.com/Careers at Amplitude: https://amplitude.com/careersMoxie Marlinspike's web3 article:https://moxie.org/2022/01/07/web3-first-impressions.htmlSheep Logic: https://www.epsilontheory.com/sheep-logic/Follow SpenserTwitter: https://x.com/spenserskatesLinkedIn: https://www.linkedin.com/in/spenserskatesFollow TurnerTwitter: https://twitter.com/TurnerNovakLinkedIn: https://www.linkedin.com/in/turnernovakSubscribe to my newsletter to get every episode + the transcript in your inbox every week: https://www.thespl.it/

saas.unbound
Building a SaaS brand that B2B customers love with Angeley Mullins

saas.unbound

Play Episode Listen Later May 1, 2025 45:47


saas.unbound is a podcast for and about founders who are working on scaling inspiring products that people love, brought to you by https://saas.group/, a serial acquirer of B2B SaaS companies. In episode #15 of season 5, Anna Nadeina talks with Angeley, an experienced CCO and CMO, former CCO of Resourcify. --------------Episode's Chapters---------------- 00:00 - The Importance of Branding in SaaS 04:20 - Brand vs. Features in B2B 11:34 - The Role of Authenticity in Marketing 18:18 - The Evolution and Importance of Brand 23:54 - Common Branding Mistakes Founders Make 24:46 - The Importance of Storytelling in Marketing 26:12 - Challenges for Women in Leadership 28:34 - The State of Female Founders in Tech 36:40 - Promoting Diversity in Tech Events 40:44 - Biggest Wins and Failures 43:01 - Final Thoughts and Key Takeaways Angeley - https://www.linkedin.com/in/angeleymullins/ Subscribe to our channel to be the first to see the interviews that we publish twice a week - https://www.youtube.com/@saas-group Stay up to date: Twitter: https://twitter.com/SaaS_group LinkedIn: https://www.linkedin.com/company/14790796

Unchurned
How AngelList is Leveling Up CS into a True Commercial and Revenue Driver ft. Carly Van Kirk

Unchurned

Play Episode Listen Later Apr 30, 2025 30:46


#updateai #customersuccess #saas #businessJosh Schachter, Co-Founder & CEO of UpdateAI, sits down with Carly Van Kirk, Head of CS at AngelList. Carly pulls back the curtain on AngelList's unique approach to supporting emerging and established GPs and shares her journey into this pivotal leadership role amidst rapid company growth and industry transformation. Join us as Carly shares how AngelList is reshaping customer segments, dealing with the challenges of scaling an increasingly complex platform, and balancing high-touch professional services with tech-driven solutions.Timestamps0:00 - Preview1:45 - Overview of AngelList2:35 - COVID-Era Growth & Rolling Fund at AngelList4:12 - Carly's Role, Team Structure & Customer Segmentation at AngelList9:30 - Hunting for a New Job13:20 - Carly's Priorities in Her First 180 Days at AngelList14:45 - Key Challenges and Initiatives Identified14:45 - Automation, Tooling, and Workflow Inefficiencies22:43 - Understanding and Improving Time to Value24:24 - AI's Current and Future Role in AngelList and CS27:36 - Customer Success as a Commercial Center___________________________

Heavybit Podcast Network: Master Feed
Ep. #5, Maxed out on AWS, Still Falling Over with Scott Mitchell

Heavybit Podcast Network: Master Feed

Play Episode Listen Later Apr 29, 2025 41:02


In episode 5 of Platform Builders, Christine Spang and Isaac Nassimi chat with Scott Mitchell, former CTO of Salesloft, about the challenges and triumphs of scaling a high-growth B2B SaaS company. Scott shares his experiences navigating hyper-growth, from tackling critical infrastructure bottlenecks to fostering a culture of adaptability. They also explore the evolution of sales technology and the impact of AI on the future of sales engagement.

Content, Briefly
The Best Brand Primer I've Ever Heard with Kevan Lee and Shannon Deep

Content, Briefly

Play Episode Listen Later Apr 28, 2025 42:52


In this special 100th episode of Content, Briefly, Jimmy welcomes Kevan Lee and Shannon Deep, co-founders of Bonfire, a brand advisory focused on B2B SaaS. Kevin and Shannon share their unconventional career paths from content and marketing roles at companies like Buffer and Oyster to launching their own agency. They break down what brand reallymeans in the B2B space—why it's more than just a logo or tagline, how it connects to authentic purpose, and why it's critical for differentiation in today's crowded, commoditized market. Tune in for practical insights on building brand foundations, balancing emotional and logical appeals, and why content teams should care about brand now more than ever.You can learn more and book a demo. All Superpath members get 20% off the first year.************************Useful Links:Kevan on LinkedIn: https://www.linkedin.com/in/kevanlee/Shannon on LinkedIn: https://www.linkedin.com/in/kevanlee/Website: https://www.aroundthebonfire.comBonfire Campout: https://campout.aroundthebonfire.com/Bonfire Newsletter: https://newsletter.aroundthebonfire.com/************************Stay Tuned:► Website: https://www.superpath.co/► YouTube: https://www.youtube.com/@superpath► LinkedIn: https://www.linkedin.com/company/superpath/► Twitter: https://twitter.com/superpathco************************Don't forget to leave us a five-star review and subscribe to our YouTube channel.

Financial Freedom for Physicians with Dr. Christopher H. Loo, MD-PhD

Google Ads for B2B SaaS Startups can be the most effective—and misunderstood—tool for scaling fast. In this episode, expert Scott Gelber reveals how to build high-performing ad strategies tailored to the unique needs of SaaS founders looking to grow smarter, not just faster.Scott breaks down the proven tactics his agency uses to deliver consistent qualified leads, avoid costly ad mistakes, and optimize conversion tracking with tools like HubSpot. Whether you're Series A or Series B, if you're wondering how to generate predictable pipeline with Google Ads, this is your roadmap.Get actionable insight on:Why high-intent keywords drive real pipeline resultsHow to avoid wasted ad spend with better targetingCreating a Google Ads strategy built for B2B SaaSTactics to battle click fraud and improve ROASWhy desktop targeting and weekday ads convert betterReal-world case studies where Scott helped clients 2X their sales pipelineIf you're a SaaS founder, marketer, or growth strategist searching for real answers to why your current ad campaigns aren't converting—or you're just getting started and want to avoid the common traps—this podcast delivers the insight and wisdom you need to make Google Ads for B2B SaaS Startups your #1 growth channel.⏱️ Timestamps:00:00 - Intro & Who is Scott Gelber?01:00 - Why Google Ads can work for B2B SaaS02:00 - Key criteria to make Google Ads work04:00 - Mistakes most SaaS companies make06:00 - Tracking, tools, and lead quality focus08:00 - Scott's 3-part strategy framework12:00 - Case study: 2X pipeline in 90 days16:00 - How to get a free audit with Scott17:45 - Final insights + where to find himTo check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphdDisclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphdWe couldn't do it without the support of our listeners. To help support the show:CashApp- https://cash.app/$drchrisloomdphdVenmo- https://account.venmo.com/u/Chris-Loo-4Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/supportBuy Me a Coffee- https://www.buymeacoffee.com/chrisJxClick here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-onlineClick here to check out our bookstore, e-courses, and workshops: https://www.drchrisloomdphd.com/shopClick here to purchase my books on Amazon: https://amzn.to/2PaQn4pFor audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1FFollow our YouTube channel: https://www.youtube.com/chL1357Follow us on Twitter: https://www.twitter.com/drchrisloomdphdFollow us on Instagram: https://www.instagram.com/thereal_drchrislooFollow us on Threads: https://www.threads.net/@thereal_drchrislooFollow us on TikTok: https://www.tiktok.com/@drchrisloomddphdFollow our Blog: https://www.drchrisloomdphd.com/blogFollow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1Subscribe to our Medium newsletter: https://medium.com/@drchrisloomdphdSubscribe to our LinkedIn newsletter: https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=6992935013231071233Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/Thank you to all of our sponsors and advertisers that help support the show!Financial Freedom for Physicians, Copyright 2025

Where It Happens
He shares his 5-Step Framework to build $1M/Month Mobile App

Where It Happens

Play Episode Listen Later Apr 23, 2025 43:22


Join me as I chat with Hunter Isaacson, a successful mobile app builder who has created apps with hundreds of millions of downloads. Hunter shares his playbook for building million-dollar mobile apps, emphasizing the importance of simple experiences, strong branding, and creating effective growth loops. He discusses how to identify opportunities by adapting existing ideas to new channels and technologies.Timestamps:00:00 - Intro01:56 - Examples of Viral Consumer Apps04:35 - Hallow Deep dive 10:14 - Locket Deep dive13:51 -  NGL's Deep Dive15:08 - Don't reinvent the wheel17:27 -  Hunter's $1M/Month App Playbook21:28 - Building a Brand People Love24:44 - Creating a simple experience25:26 - The importance of core action and North Star Metric26:33 - How to create growth loops31:28 - Additional Good Practices 33:13 - Opportunities in AI-enhanced app experiences36:38 - Future technology trends Hunter is excited aboutKey Points:• Hunter Isaacson shares his framework for building successful mobile apps, including NGL (250M downloads) and Bags• The importance of creating simple experiences with strong branding that people can understand and resonate with• How to identify core metrics and growth loops that drive user engagement and viral sharing• Leveraging new platform features (like widgets, live activities) to create innovative app experiences1) Hunter's framework for building viral, profitable apps is SURPRISINGLY simple:• Build a brand people love• Create a simple experience• Get users on quickly (even just 100)• Select ONE core action• Maximize % of users completing that actionLet's dive deeper...2) On building a BRAND PEOPLE LOVE:"Keep it short and find a slang term" - Hunter's secret sauce for naming apps.NGL = "not gonna lie" (obvious to Gen Z)BAGS = crypto slang for holdingsThe best names are OBVIOUS, resonate with your audience, and set the right vibe.3) Creating a SIMPLE EXPERIENCE is crucial!Hunter designs ALL his apps himself (started with PowerPoint, now Figma)His approach: "What's the bare bones MVP that solves the problem?"Don't overcomplicate. ONE user flow is better than branching journeys.4) The NORTH STAR METRIC changes everything.For each app, Hunter picks ONE metric that matters above all:• Wink: % of users getting a match on day 1• NGL: % sharing link + replies• BAGS: % funding account + making first tradeAim for 90%+ completion!5) GROWTH HACK: Build sharing into your core experience!"If you drop in 1000 people and 50% share, that's 500 people who've now shared your app"Hunter spent less than $10K marketing NGL to get 250M downloads! The key? Seed it just enough to activate the viral loop.6) You DON'T need to reinvent the wheel!Hunter on NGL: "Anonymous messaging apps have been around forever"The innovation? Using Instagram's new link feature as a growth channel.Look for EXISTING IDEAS that could work in NEW CHANNELS.7) On SEEDING your app:• Test content formats before launch• Work with creators in different niches• Pay small amounts ($50-100) to influencers• Look for that ONE viral video to ignite growth• Build an authentic voice on social8) TRENDS to watch according to Hunter:• Live Activities on iPhone (underutilized)• Lock screen widgets (not fully explored)• AI + consumer apps (CalAI's approach)• Crypto going mainstream• AR glasses (future)Massive opportunities in each!9) For YOUNG FOUNDERS, Hunter recommends:"Take a lot of swings. Have a lot of at-bats."Consumer mobile apps over B2B/SaaS when starting out:• More fun• Reach global audience• Better psychology understanding• Tools getting better every dayNotable Quotes:"I think that it's more about looking for frameworks than it is for looking for ideas. The framework, I feel like, is more important because now it's really easy to just framework X with audience Y." - Hunter Isaacson"You don't really need to reinvent the wheel... it's a new channel, right? If anonymous messaging has worked on the internet, it's worked on apps, it's worked on different platforms, why wouldn't it work with Instagram as the growth lever?" - Hunter IsaacsonLCA helps Fortune 500s and fast-growing startups build their future - from Warner Music to Fortnite to Dropbox. We turn 'what if' into reality with AI, apps, and next-gen products https://latecheckout.agency/BoringAds — ads agency that will build you profitable ad campaigns http://boringads.com/BoringMarketing — SEO agency and tools to get your organic customers http://boringmarketing.com/Startup Empire - a membership for builders who want to build cash-flowing businesses https://www.startupempire.coFIND ME ON SOCIALX/Twitter: https://twitter.com/gregisenbergInstagram: https://instagram.com/gregisenberg/LinkedIn: https://www.linkedin.com/in/gisenberg/FIND HUNTER ON SOCIALX/Twitter: https://x.com/hunterjisaacsonInstagram: https://www.instagram.com/hunterjisaacson/

Unchurned
LIfe, Loss & Lessons: Unchurned BTS

Unchurned

Play Episode Listen Later Apr 23, 2025 36:21


#updateai #customersuccess #saas #business⁠In this heartfelt and deeply personal episode, hosts Jon Johnson, Kristi Faltorusso, and Josh Schachter step away from their usual customer success conversations to reflect on life's heavier moments. The trio opens up about recent challenges—celebrating new beginnings, mourning profound losses, and navigating the ups and downs that come with both work and life.The episode weaves together stories of hope, growth, grief, and gratitude—reminding listeners that behind every professional journey lies a personal one.Timestamps0:00 – Preview, BS, & Intros3:05 – Jon's New Job4:53 – Job Search & Layoffs7:20 – Advice for Job Seekers in CS10:05 – Josh's Story of Personal Loss16:00 – Life Lessons & Reflections28:30 – Kristi on Recent Loss at Work (the passing of the CEO's daughter at ClientSuccess)34:10 – Closing, Conclave & Final Thoughts___________________________

Demand Gen Visionaries
Being Led Astray: First- and Last-Touch Attribution

Demand Gen Visionaries

Play Episode Listen Later Apr 22, 2025 46:42


This episode features an interview with Bill Macaitis, Founder & CEO, SaaS CMO Pro, where he shares growth strategies for SaaS and AI companies. His past roles include CMO positions at Slack and Zendesk, and SVP of Marketing at Salesforce. Bill joins the podcast to discuss findings from a recent survey of over 300 B2B marketers that gives insights into marketing strategies and budgets. He shares what they learned about marketing versus sales budgets, the most common attribution model, and more. Key Takeaways:Companies that are growing the fastest, invest the most in marketing. While cause and effect of that correlation is unclear, it's an interesting finding. Pipeline generation was one of the most tracked metrics for CMOs, which is a nice move away from only looking at MQLs or leads. Unfortunately, awareness was rarely tracked, making it hard for marketing teams to invest in long-term initiatives. A lot of companies, 65 percent, continue to use first or last touch attribution models.  Quote:  So, what we learned is a lot of companies, I think especially in their earlier stages -  percent still use first- or last- touch.  It's kind of crazy. I'm still shocked by it.  I remember my time at Salesforce,  I was running the marketing ops team at that point, along with a couple other teams, and  I just did a deep dive into attribution. Like I really wanted to understand like, hey, how many touches are people having with us before they became a lead? And then how many touches before they became a customer? What we would see is people would have 10, 20, 30 interactions or touches with us before they became a lead, and then they'd have like another 20 or 30 before they became a customer. And just imagine giving all the credit to the very first or last thing. And by the way, it's one of the reasons Google got so big was because a very common last touch thing is they will search on your company name. Branded search, right? And it's like, oh, like the SEM guys are like, this is amazing, right? We need to spend more on Google because they're producing these massive deals. And it's like, well wait, what about all the stuff in the middle?Episode Timestamps: *(03:48) Marketing Strategies and Budgeting*(22:31) Attribution Models in Marketing*(26:44) Top Metrics for B2B SaaS and AI Companies*(31:06) Marketing's Role in Revenue and ExpansionSponsor:Pipeline Visionaries is brought to you by Qualified.com. Qualified helps you turn your website into a pipeline generation machine with PipelineAI. Engage and convert your most valuable website visitors with live chat, chatbots, meeting scheduling, intent data, and Piper, your AI SDR. Visit Qualified.com to learn more.Links:Connect with Ian on LinkedInConnect with Bill on LinkedInLearn more about SaaS CMO ProLearn more about Caspian Studios

Grow Your B2B SaaS
S6E10 - The SaaS Founder's Guide to ICP: Messaging That Clicks with Buyers with Craig Brown

Grow Your B2B SaaS

Play Episode Listen Later Apr 22, 2025 35:39


Ever wondered who your perfect customer really is? In this episode on the Grow Your B2B SaaS Podcast, we explore the power of the Ideal Customer Profile (ICP) a must-know for B2B SaaS founders looking to grow smart. Our guest, Craig Brown, founder of Troubadour (a product marketing agency for SaaS startups), breaks it all down. With experience at HSBC, Beemri, and mentoring startups across the U.S., Craig brings a mix of deep business insight and stand-up comedian charm to the conversationKey Timecodes(0:00) – Introduction and Common Startup Challenges(0:49) – Guest Introduction: Craig Brown(1:45) – Importance of Defining an Ideal Customer Profile (ICP)(3:01) – Misconceptions About Identifying ICP(4:57) – Common Mistakes in Defining ICP(7:53) – Going Enterprise Too Early(8:47) – Evolving ICP and Product Development(9:19) – Step-by-Step Process to Nail ICP(13:56) – How Narrow Should Your ICP Be?(16:58) – Avoiding the Wrong Clients Through Messaging(19:21) – Where Companies Get Stuck Defining ICP(22:03) – Product-Market Fit: Not Just Revenue Milestones(24:23) – Adjusting SaaS Messaging as the Company Grows(27:16) – Product-Focused vs. Value-Focused Headlines(29:01) – Best Advice on Defining ICP(30:37) – Advice for SaaS Founders Starting Out(31:50) – Growing to 10 Million ARR: Challenges and Advice(34:24) – How to Find and Contact Craig Brown

One Woman Today
Vulnerability as a Skillset with Ejieme Eromosele

One Woman Today

Play Episode Listen Later Apr 21, 2025 31:42


This week we are joined by Ejieme Eromosele, an award-winning Customer Experience and Success Executive, with two decades of experience building high-impact customer programs. She has led CX strategies for Fortune 500 companies and early to mid-stage startups.  Specializing in customer-led growth, Ejieme helps organizations drive business value by delivering customer outcomes. She has built Customer Success programs from the ground up and expanded global operations as General Manager for EMEA.  As the Founder of Success in Black, she champions DEI in Customer Success, fostering a thriving community for Black professionals.  Beyond her corporate work, she is a respected advisor, speaker, board member, and angel investor, backing pre-seed and seed-stage startups across DTC, consumer tech, social/creator economy, and B2B SaaS.(3:13) Who is Ejieme inside and outside of the office?  (7:25) Who was Ejieme right out of college and how has she changed over the years?  (10:29) Why did Ejieme choose the path of customer success?  (12:25) What differentiates Ejieme from an influencer and key thought contributor?  (15:21) Ejieme shares her idea of vulnerability as a skillset.  (18:50) She walks us through a recent post after a tough life experience.  (26:35) Who inspires Ejieme?  (28:58) What advice does Ejieme want to leave the community with?Connect with Ejieme Eromoselehttps://www.linkedin.com/in/ejieme/  Subscribe: Warriors At Work Podcasts Website: https://jeaniecoomber.com Facebook: https://www.facebook.com/groups/986666321719033/ Instagram: https://www.instagram.com/jeanie_coomber/ Twitter: https://twitter.com/jeanie_coomber LinkedIn: https://www.linkedin.com/in/jeanie-coomber-90973b4/ YouTube: https://www.youtube.com/channel/UCbMZ2HyNNyPoeCSqKClBC_w

B2B SaaS Marketing Snacks
85- Pricing strategy for your AI software

B2B SaaS Marketing Snacks

Play Episode Listen Later Apr 21, 2025 34:16


Are you pricing your AI software correctly?Whether you're trying to attract early users to a new AI SaaS offering or rethinking your model to scale an established product, you have to choose the right pricing model. If you pick the right one for your stage and audience, you'll avoid churn risks and gain a new strategic tool to drive growth. In Episode 85 of B2B SaaS Marketing Snacks, host Brian Graf and guest CMO Antoine Vial break down the major pricing models emerging in the AI-driven SaaS space – from traditional seat-based subscriptions to usage-based and outcome/value-based pricing.You'll learn how to align your pricing with your ideal customer profile and overall go-to-market strategy, ensuring your pricing not only generates revenue but also reinforces the value of your AI-powered solution.Here are the episode's critical subjects:Why pricing is a critical differentiator in the AI SaaS market: How the explosion of AI startups has made pricing strategy a key way to signal value and stand out in a crowded field.Pros and cons of key pricing models: An in-depth look at seat/subscription pricing vs. usage-based pricing vs. value-based (outcome-based) pricing – including their benefits (e.g. predictability vs. flexibility) and potential downsides (like cost unpredictability or complexity).Hybrid pricing strategies in action: How combining models (for example, a base subscription plus usage-based add-ons or credits) can balance stable revenue with customer flexibility, and why this hybrid approach is popular for many AI-powered tools.When to use each model based on growth stage: Guidance on matching your pricing strategy to your company's maturity – from keeping it simple at the MVP stage to reduce friction, to moving toward value-based pricing once you have product-market fit and proven outcomes.Aligning pricing with your ideal customer profile: The importance of understanding your target audience's expectations and industry norms (e.g. are they used to pay-per-use or prefer flat rates?) and tailoring your pricing model to meet those expectations and maximize adoption.​​Using pricing to build credibility and trust: How a well-designed pricing scheme can serve as a credibility signal – for instance, value-based pricing demonstrates confidence in your product's ROI – and why transparency (like free tiers or clear pricing pages) can lower barriers for new users.Common pitfalls to avoid in pricing an AI product: Insights on mistakes SaaS companies make, such as overcomplicating pricing too early or misaligning price with value, and how to iterate and test your pricing safely as you learn from customer behavior.Get ready to explore which pricing strategies work best at different stages of a company's growth and product maturity -- information that's applicable to early-stage startups and scale-ups alike. Certain approaches (like hybrid usage models or value-based pricing) can build credibility and trust with customers, while others can create churn risk if misaligned with customer expectations.B2B SaaS Marketing Snacks is one of the most respected voices in the SaaS industry. It is hosted by two leading marketing and revenue growth experts for software:Stijn Hendrikse: Author of T2D3 CMO Masterclass & Book, Founder of KalungiBrian Graf: CEO of KalungiB2B SaaS companies move through predictable stages of marketing focus, cost and size (as described in the popular T2D3 book). The best founders, CFOs and COOs in B2B SaaS rely on a balance of marketing leadership, strategy and execution to produce the customer and revenue growth they require. Staying flexible and nimble is a key marketing asset in a hard-charging B2B world.Resources shared in this episode:BSMS 84 - Positioning for AI SaaS companiesBSMS 67 - The impact of AI on marketingUnlocking the power of AI: Transform your content creation processThe State of B2B SaaS SEO in the Age of AI [2025]T2D3 CMO MasterclassSubmit and vote on our podcast topicsABOUT B2B SAAS MARKETING SNACKSSince 2020, The B2B SaaS Marketing Snacks Podcast has offered software company founders, investors and leadership a fresh source of insights into building a complete and efficient engine for growth.Meet our Marketing Snacks Podcast Hosts: Stijn Hendrikse: Author of T2D3 Masterclass & Book, Founder of KalungiAs a serial entrepreneur and marketing leader, Stijn has contributed to the success of 20+ startups as a C-level executive, including Chief Revenue Officer of Acumatica, CEO of MightyCall, a SaaS contact center solution, and leading the initial global Go-to-Market for Atera, a B2B SaaS Unicorn. Before focusing on startups, Stijn led global SMB Marketing and B2B Product Marketing for Microsoft's Office platform.Brian Graf: CEO of KalungiAs CEO of Kalungi, Brian provides high-level strategy, tactical execution, and business leadership expertise to drive long-term growth for B2B SaaS. Brian has successfully led clients in all aspects of marketing growth, from positioning and messaging to event support, product announcements, and channel-spend optimizations, generating qualified leads and brand awareness for clients while prioritizing ROI. Before Kalungi, Brian worked in television advertising, specializing in business intelligence and campaign optimization, and earned his MBA at the University of Washington's Foster School of Business with a focus in finance and marketing.Visit Kalungi.com to learn more about growing your B2B SaaS company. 

Confessions Of A B2B Marketer
This Guy Has Worked With 60 B2B SaaS Businesses with Alan Gleeson of Contento

Confessions Of A B2B Marketer

Play Episode Listen Later Apr 17, 2025 25:55


In this episode of Confessions of a B2B Entrepreneur, host Tom Hunt and Alan Gleeson, a fractional CMO and co-founder of Contento, delve into the dynamic world of B2B marketing, exploring the evolution of marketing access points and the increasing shift towards paid strategies, the crucial relationship between CMOs and CEOs, effective methods for running lean in SaaS businesses, successful B2B campaign strategies, and opportunities within the headless CMS market. Alan shares his extensive experience working with numerous VC-backed companies, offering valuable insights for navigating the challenges and opportunities in contemporary B2B marketing.

Unchurned
Reinventing the Future of Work With AI-Powered Workflows

Unchurned

Play Episode Listen Later Apr 16, 2025 37:56


#updateai #customersuccess #saas #businessJon, Kristi, and Josh sit down with Mike Haylon, GM of AI at Asana, for a deep dive into AI's transformative role in business. The episode kicks off with a nostalgic trip down memory lane, revisiting Josh and Mike's childhood adventures, before pivoting to Asana's groundbreaking work with AI Studio.Mike unveils how Asana's no-code workflow builder is revolutionizing task management and reshaping customer interactions. The conversation explores AI integration challenges, redefined success metrics, and Asana's go-to-market strategy—all delivered with humor and sharp insights.Timestamps0:00 – Preview, Memories & Introduction6:20 – Mike's Role at Asana & AI Studio15:10 – Use Cases of AI Studio18:06 – AI's Role in Workflows & Human Elevation22:16 – Challenges & Future of AI Adoption28:05 – How AI Simplifies Execution34:30 – Predictions on the Evolution of AI Tools___________________________

Integrate & Ignite Podcast
CPG Strategies That Are Transforming B2B Marketing Today with Karrie Sanderson

Integrate & Ignite Podcast

Play Episode Listen Later Apr 15, 2025 44:51


Imagine turning resourcefulness and customer insights into the backbone of brand strategy! This episode of StrategyCast showcases how marketing techniques from CPG giants and the world of B2B SaaS can reshape the perception of your brand.And don't forget! You can crush your marketing strategy with just a few minutes a week by signing up for the StrategyCast Newsletter. You'll receive weekly bursts of marketing tips, clips, resources, and a whole lot more. Visit https://strategycast.com/ for more details.==Let's Break It Down==06:46 Brand Identity and Marketing Alignment10:09 Balancing Brand and Short-Term Goals14:00 One-Page Strategy Guide16:52 Early-Stage Feedback Strategies21:23 Identifying Market Blind Spots22:25 Marketing's Misunderstood Role and Value26:38 "Brand Awareness Strategy Development"31:48 Ingrained Customer Insight in Marketing32:36 Consumer Behavior Insights36:19 AI-Driven Customer Insights Revolution40:02 AI Insights with Human Oversight==Where You Can Find Us==Website: https://strategycast.com/Instagram: https://www.instagram.com/strategy_cast/Facebook: https://www.facebook.com/strategycast==Leave a Review==Hey there, StrategyCast fans!If you've found our tips and tricks on marketing strategies helpful in growing your business, we'd be thrilled if you could take a moment to leave us a review on Apple Podcasts. Your feedback not only supports us but also helps others discover how they can elevate their business game!

Lenny's Podcast: Product | Growth | Career
Everyone's an engineer now: Inside v0's mission to create a hundred million builders | Guillermo Rauch (founder & CEO of Vercel, creators of v0 and Next.js)

Lenny's Podcast: Product | Growth | Career

Play Episode Listen Later Apr 13, 2025 87:44


Guillermo Rauch is the founder and CEO of Vercel, creators of v0 (one of the most popular AI app building tools), and the mind behind foundational JavaScript frameworks like Next.js and Socket.io. An open source pioneer and legendary engineer, Guillermo has built tools that power some of the internet's most innovative products, including Midjourney, Grok, and Notion. His mission is to democratize product creation, expanding the pool of potential builders from 5 million developers to over 100 million people worldwide. In this episode, you'll learn:1. How AI will radically speed up product development—and the three critical skills PMs and engineers should master now to stay ahead2. Why the future of building apps is shifting toward prompts instead of code, and how that affects traditional product teams3. Specific ways to improve your design “taste,” plus practical tips to consistently create beautiful, user-loved products4. How Guillermo built a powerful app in under two hours for $20 (while flying and using plane Wi-Fi) that would normally take weeks and thousands of dollars in engineering time5. The exact strategies Vercel uses internally to leverage AI tools like v0 and Cursor, enabling their team of 600 to ship faster and better than ever before6. Guillermo's actionable advice on increasing your product quality through rapid iteration, real-world user feedback, and creating intentional “exposure hours” for your team—Brought to you by:• WorkOS—Modern identity platform for B2B SaaS, free up to 1 million MAUs• Vanta — Automate compliance. Simplify security• LinkedIn Ads—Reach professionals and drive results for your business—Where to find Guillermo Rauch:• X: https://x.com/rauchg• LinkedIn: https://www.linkedin.com/in/rauchg/• Website: https://rauchg.com/—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Guillermo Rauch(04:43) v0's mission(07:03) The impact and growth of v0(15:54) The future of product development with AI(19:05) Empowering engineers and product builders(24:01) Skills for the future: coding, math, and eloquence(35:05) v0 in action: real-world applications(36:40) Tips for using v0 effectively(45:46) Core skills for building AI apps(49:44) Live demo(59:45) Understanding how AI thinks(01:04:35) AI integration and future prospects(01:07:22) Building taste(01:13:43) Limitations of v0(01:16:54) Improving the design of your product(01:20:09) The secret to product quality(01:22:35) Vercel's AI-driven development(01:25:43) Guillermo's vision for the future—Referenced:• v0: https://v0.dev/• Vercel: https://vercel.com/• GitHub: https://github.com/• Cursor: https://www.cursor.com/• Next.js Framework: https://nextjs.org/• Claude: https://claude.ai/new• Grok: https://x.ai/• Midjourney: https://www.midjourney.com• SocketIO: https://socket.io/• Notion's lost years, its near collapse during Covid, staying small to move fast, the joy and suffering of building horizontal, more | Ivan Zhao (CEO and co-founder): https://www.lennysnewsletter.com/p/inside-notion-ivan-zhao• Notion: https://www.notion.com/• Automattic: https://automattic.com/• Inside Bolt: From near-death to ~$40m ARR in 5 months—one of the fastest-growing products in history | Eric Simons (founder & CEO of StackBlitz): https://www.lennysnewsletter.com/p/inside-bolt-eric-simons• v0 Community: https://v0.dev/chat/community• Figma: https://www.figma.com/• Git Commit: https://www.atlassian.com/git/tutorials/saving-changes/git-commit• What are Artifacts and how do I use them?: https://support.anthropic.com/en/articles/9487310-what-are-artifacts-and-how-do-i-use-them• Design Engineering at Vercel: https://vercel.com/blog/design-engineering-at-vercel• CSS: https://en.wikipedia.org/wiki/CSS• Tailwind: https://tailwindcss.com/• Wordcel / Shape Rotator / Mathcel: https://knowyourmeme.com/memes/wordcel-shape-rotator-mathcel• Steve Jobs's Ultimate Lesson for Companies: https://hbr.org/2011/08/steve-jobss-ultimate-lesson-fo• Bloom Hackathon: https://bloom.build/• Expenses Should Do Themselves | Saquon Barkley x Ramp (Super Bowl Ad): https://www.youtube.com/watch?v=p1Tgsy7D0Jg• Velocity over everything: How Ramp became the fastest-growing SaaS startup of all time | Geoff Charles (VP of Product): https://www.lennysnewsletter.com/p/velocity-over-everything-how-ramp• JavaScript: https://www.javascript.com/• React: https://react.dev/• Mapbox: https://www.mapbox.com/• Leaflet: https://leafletjs.com/• Escape hatches: https://react.dev/learn/escape-hatches• Supreme: https://supreme.com/• Shadcn: https://ui.shadcn.com/• Charles Schwab: https://www.schwab.com/• Fortune: https://fortune.com/• Semafor: https://www.semafor.com/• AI SDK: https://sdk.vercel.ai/• DeepSeek: https://www.deepseek.com/• Stripe: https://stripe.com/• Vercel templates: https://vercel.com/templates• GC AI: https://getgc.ai/• OpenEvidence: https://www.openevidence.com/• Paris Fashion Week: https://www.fhcm.paris/en/paris-fashion-week• Guillermo's post on X about making great products: https://x.com/rauchg/status/1887314115066274254• Everybody Can Cook billboard: https://www.linkedin.com/posts/evilrabbit_activity-7242975574242037760-uRW9/• Ratatouille: https://www.imdb.com/title/tt0382932/—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. Get full access to Lenny's Newsletter at www.lennysnewsletter.com/subscribe

Build Your Network
Make Money by Mastering Marketing | Jake Sucoff

Build Your Network

Play Episode Listen Later Apr 11, 2025 40:18


Jake Sucoff is an accomplished entrepreneur and marketer with over 15 years of experience in building and launching products across industries such as B2B SaaS, enterprise healthcare, and loyalty rewards hardware. As the founder and CEO of Patient Procure, Jake specializes in helping medical practices attract and retain their ideal patients. His career includes working closely with C-suite executives, pitching in high-pressure environments, and leveraging data to drive decision-making. Jake's unique journey from finance to entrepreneurship provides valuable insights into business strategy, partnerships, and personal growth. On this episode we talk about: – Jake's transition from a finance career to entrepreneurship – The founding of Patient Procure and its innovative approach to marketing for medical practices – Lessons learned from building partnerships and managing business relationships – The importance of clarity in personal and professional goals – Strategies for navigating the ups and downs of entrepreneurship Top 3 Takeaways 1. Clarity is Key: Define your personal and professional goals clearly to avoid chasing societal expectations or arbitrary benchmarks. 2. Efficiency Matters: Time constraints, such as family responsibilities, can teach entrepreneurs how to prioritize high-leverage activities effectively. 3. Partnerships Require Careful Consideration: Finding the right business partner is as critical as finding a spouse—focus on complementary skills and shared values. Connect with Jake Sucoff: LinkedIn: https://www.linkedin.com/in/jsucoff Website: heyjakey.com Company: patientprocure.com Check out FranBridge Consulting for premier non-food franchise opportunities: travischappell.com/franbridge Learn more about your ad choices. Visit megaphone.fm/adchoices

Lenny's Podcast: Product | Growth | Career
Become a better communicator: Specific frameworks to improve your clarity, influence, and impact | Wes Kao (coach, entrepreneur, advisor)

Lenny's Podcast: Product | Growth | Career

Play Episode Listen Later Apr 6, 2025 93:38


Wes Kao is an entrepreneur, coach, and advisor. She co-founded the live learning platform Maven, backed by First Round and a16z. Before Maven, Wes co-created the altMBA with best-selling author Seth Godin. Today, Wes teaches a popular course on executive communication and influence. Through her course and one-on-one coaching, she's helped thousands of operators, founders, and product leaders master the art of influence through clear, compelling communication. Known for her surgical writing style and no-BS frameworks, Wes returns to the pod to deliver a tactical master class on becoming a sharper, more persuasive communicator—at work, in meetings, and across your career.What you'll learn:1. The #1 communication mistake leaders make—and Wes's proven fix to instantly gain buy-in2. Wes's MOO (Most Obvious Objection) framework to consistently anticipate and overcome pushback in meetings3. How to master concise communication—including Wes's tactical approach for brevity without losing meaning4. The art of executive presence: actionable strategies for conveying confidence and clarity, even under pressure5. The “sales, then logistics” framework—and why your ideas keep getting ignored without it6. The power of “signposting”—and why executives skim your docs without it7. Exactly how to give feedback that works—Wes's “strategy, not self-expression” principle to drive behavior change without friction8. Practical ways to instantly improve your writing, emails, and Slack messages—simple techniques Wes teaches executives9. Managing up like a pro: Wes's clear, practical advice on earning trust, building credibility, and aligning with senior leaders10. Career accelerators: specific habits and tactics from Wes for growing your influence, advancing your career, and standing out11. Real-world communication examples—Wes breaks down real scenarios she's solved, providing step-by-step solutions you can copy today—Brought to you by:• WorkOS—Modern identity platform for B2B SaaS, free up to 1 million MAUs• Vanta—Automate compliance. Simplify security• Coda—The all-in-one collaborative workspace—Where to find Wes Kao:• LinkedIn: https://www.linkedin.com/in/weskao/• Website: https://www.weskao.com/• Maven course: https://maven.com/wes-kao/executive-communication-influence—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Wes Kao(05:34) Working with Wes(06:58) The importance of communication(10:44) Sales before logistics(18:20) Being concise(24:31) Books to help you become a better writer(27:30) Signposting and formatting(32:05) How to develop and practice your communication skills(40:41) Slack communication(42:23) Confidence in communication(50:17) The MOO framework(54:00) Staying calm in high-stakes conversations(57:36) Which tactic to start with(58:53) Effective tactics for managing up(01:04:53) Giving constructive feedback: strategy, not self-expression(01:09:39) Delegating effectively while maintaining high standards(01:16:36) The swipe file: collecting inspiration for better communication(01:19:59) Leveraging AI for better communication(01:22:01) Lightning round—Referenced:• Persuasive communication and managing up | Wes Kao (Maven, Seth Godin, Section4): https://www.lennysnewsletter.com/p/persuasive-communication-wes-kao• Making Meta | Andrew ‘Boz' Bosworth (CTO): https://www.lennysnewsletter.com/p/making-meta-andrew-boz-bosworth-cto• Communication is the job: https://boz.com/articles/communication-is-the-job• Maven: https://maven.com/• Sales, not logistics: https://newsletter.weskao.com/p/sales-not-logistics• How to be more concise: https://newsletter.weskao.com/p/how-to-be-concise• Signposting: How to reduce cognitive load for your reader: https://newsletter.weskao.com/p/sign-posting-how-to-reduce-cognitive• Airbnb's Vlad Loktev on embracing chaos, inquiry over advocacy, poking the bear, and “impact, impact, impact” (Partner at Index Ventures, Airbnb GM/VP Product): https://www.lennysnewsletter.com/p/impact-impact-impact-vlad-loktev• Tone and words: Use accurate language: https://newsletter.weskao.com/p/tone-and-words-use-accurate-language• Quote by Joan Didion: https://www.goodreads.com/quotes/264509-i-don-t-know-what-i-think-until-i-write-it• Strategy, not self-expression: How to decide what to say when giving feedback: https://newsletter.weskao.com/p/strategy-not-self-expression• Tobi Lütke's leadership playbook: Playing infinite games, operating from first principles, and maximizing human potential (founder and CEO of Shopify): https://www.lennysnewsletter.com/p/tobi-lutkes-leadership-playbook• The CEDAF framework: Delegating gets easier when you get better at explaining your ideas: https://newsletter.weskao.com/p/delegating-and-explaining• Swipe file: https://en.wikipedia.org/wiki/Swipe_file• Apple Notes: https://apps.apple.com/us/app/notes/id1110145109• Claude: https://claude.ai/new• ChatGPT: https://chatgpt.com/• Arianna Huffington's phone bed charging station (Oak): https://www.amazon.com/Arianna-Huffingtons-Phone-Charging-Station/dp/B079C5DBF4?th=1• The Harlan Coben Collection on Netflix: https://www.netflix.com/browse/genre/81180221• Oral-B Pro 1000 rechargeable electric toothbrush: https://www.amazon.com/dp/B003UKM9CO/• The Best Electric Toothbrush: https://www.nytimes.com/wirecutter/reviews/best-electric-toothbrush/• Glengarry Glen Ross on Prime Video: https://www.amazon.com/Glengarry-Glen-Ross-James-Foley/dp/B002NN5F7A• 1,000,000: https://www.lennysnewsletter.com/p/1000000—Recommended books:• On Writing Well: The Classic Guide to Writing Nonfiction: https://www.amazon.com/Writing-Well-Classic-Guide-Nonfiction/dp/0060891548/• Stein on Writing: A Master Editor of Some of the Most Successful Writers of Our Century Shares His Craft Techniques and Strategies: https://www.amazon.com/Stein-Writing-Successful-Techniques-Strategies/dp/0312254210/• On Writing: A Memoir of the Craft: https://www.amazon.com/Writing-Memoir-Craft-Stephen-King/dp/1982159375• Several Short Sentences About Writing: https://www.amazon.com/Several-Short-Sentences-About-Writing/dp/0307279413/• High Output Management: https://www.amazon.com/High-Output-Management-Andrew-Grove/dp/0679762884• Your Brain at Work: Strategies for Overcoming Distraction, Regaining Focus, and Working Smarter All Day Long: https://www.amazon.com/Your-Brain-Work-Revised-Updated/dp/0063003155/—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. Get full access to Lenny's Newsletter at www.lennysnewsletter.com/subscribe