Podcasts about COGS

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Best podcasts about COGS

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Latest podcast episodes about COGS

Category Visionaries
How Telo Trucks avoided the failure pattern that killed 60+ automotive startups in the last 40 years | Jason Marks

Category Visionaries

Play Episode Listen Later Feb 20, 2026 24:52


Telo Trucks is reimagining the American pickup for dense urban environments. With over 13,000 reservations and plans to deliver their first vehicles in 2026, Telo is tackling one of the hardest challenges in business: starting an automotive company. In a recent episode of BUILDERS, I sat down with Jason Marks, CEO & Founder of Telo Trucks, to learn about the company's journey from building electric motorcycles to creating a mini truck that's 152 inches long—shorter than a Mini Cooper—but delivers the bed capacity of a full-size pickup. Topics Discussed: Pivoting from electric motorcycles to mini trucks after weekend street research revealed 89% preference for trucks Solving the safety engineering challenge of vehicles with no front overhang and minimal crumple zones Reaching unit profitability at 5,000 vehicles before attempting volume manufacturing Dual go-to-market strategy serving both urban consumers and commercial fleets replacing golf cart + truck combinations Navigating overlapping regulatory jurisdictions: NHTSA, EPA, CARB, IIHS, IICAR, and functional safety standards Running 100 virtual crash simulations daily using automated AI tools to accelerate safety validation Learning from 60+ failed automotive startups that rushed to high-volume manufacturing without proving fundamentals GTM Lessons For B2B Founders: Compress customer validation into concentrated research sprints: Jason spent one weekend conducting street interviews across LA and San Francisco—hitting sidewalks, motorcycle meetups, and car meets with concept drawings. 89% of respondents, including dedicated motorcyclists, pointed to the mini truck concept over the motorcycle Telo was building. This wasn't survey data or focus groups—it was showing drawings to real buyers in target markets and asking direct questions. B2B founders should design rapid validation sprints that test core assumptions with target buyers in their natural environment before significant capital deployment. Pivot immediately when validation data is definitive: Telo was in final partner meetings for their motorcycle fundraise when weekend research proved trucks were the opportunity. On Monday morning, they opened the VC call with "Stop. Before you say anything, we're pivoting 100% to mini trucks." The investors called back two hours later and committed. The lesson isn't just willingness to pivot—it's having the conviction to act on clear data even when it disrupts active processes. B2B founders should establish decision thresholds: what percentage of target customers pointing to a different problem would trigger a strategy change? Reverse-engineer failure patterns in your category: Jason systematically studied the 60+ automotive startup failures and identified the core pattern: raising massive capital ($100M-$1B+) created pressure to sprint toward high-volume manufacturing before proving unit economics or even delivering vehicles. Telo's counterstrategy is explicit: achieve unit profitability at 5,000 vehicles using one-tenth the capital of predecessors. This isn't generic "learn from failures"—it's forensic analysis of what killed companies and designing operational constraints that make those failure modes impossible. B2B founders should map the 5-10 companies that died in their category, identify the 2-3 recurring failure patterns, and build those constraints into their operational model. Announce vision publicly to surface latent demand: Telo launched with a full-size foam and fiberglass vehicle model in June 2023 targeting urban consumers. Commercial buyers—downtown construction companies, wineries doing urban delivery, city parks departments—immediately contacted them. These buyers were spending $80,000 combining golf carts for site work with full-size trucks for materials, creating maintenance nightmares. They needed one platform replacing both. B2B founders shouldn't just build in stealth—strategic public announcements surface buyer segments and use cases you didn't model, especially when your product solves problems in adjacent categories. Define unit economics constraints, then cascade all decisions from them: Telo's entire strategy works backward from one milestone: unit profitability at 5,000 vehicles. This constraint cascades: pricing structure, component COGS targets, manufacturing approach (low-volume vs. high-volume tooling), distribution model (direct vs. dealer), insurance program design. Every functional area has targets derived from the profitability constraint. B2B founders should identify their critical economics milestone, then explicitly cascade what must be true across pricing, CAC, gross margin, and operational efficiency to hit it—before building the go-to-market motion. // Sponsors: Front Lines — We help B2B tech companies launch, manage, and grow podcasts that drive demand, awareness, and thought leadership. www.FrontLines.io The Global Talent Co. — We help tech startups find, vet, hire, pay, and retain amazing marketing talent that costs 50-70% less than the US & Europe. www.GlobalTalent.co // Don't Miss: New Podcast Series — How I Hire Senior GTM leaders share the tactical hiring frameworks they use to build winning revenue teams. Hosted by Andy Mowat, who scaled 4 unicorns from $10M to $100M+ ARR and launched Whispered to help executives find their next role. Subscribe here: https://open.spotify.com/show/53yCHlPfLSMFimtv0riPyM

Craft Brewery Finance Podcast
A Practical Guide to Brewery COGS & Margins

Craft Brewery Finance Podcast

Play Episode Listen Later Feb 19, 2026 33:16


In this episode, we break down what really belongs in COGS, how to read gross margin correctly, and how to dig deeper to uncover hidden margin leaks. If you want stronger cash flow, smarter pricing, and better decisions, this episode will help you master the numbers that matter most.

Taste Radio
They Backed Poppi. Now The Angel Group Wants to Back You.

Taste Radio

Play Episode Listen Later Feb 17, 2026 61:02


Behind nearly every breakout CPG brand is an early believer willing to write the first check. In this episode, Adam Spriggs — a founding member of the early-stage investor community The Angel Group and a general partner at its funding arm, Supernatural Ventures — shares how a casual investing experiment evolved into a 275-member syndicate backing the next generation of emerging brands. Along the way, The Angel Group has invested in standout companies including Painterland Sisters, Poppi, Siete, Goodles, Bachan's, and Jesse & Ben's — a track record that underscores its eye for breakout potential. Adam breaks down how his team evaluates nearly 1,000 opportunities each year, why founder quality remains the ultimate differentiator, and what he means by backing brands that are both "interesting and obvious" — concepts that feel fresh yet inevitable in hindsight. He also discusses the firm's evolution from early-stage "signature" checks to larger growth investments, how they support founders beyond capital, and why categories ranging from THC beverages to frozen potatoes and premium tortilla chips still hold significant untapped upside. Show notes: 0:20: Adam Spriggs, Founding Member, The Angel Group – Adam discusses his background in CPG branding and business development, explaining how his path to angel investing began with informally reviewing deals alongside industry peers before ultimately formalizing the Angel Group. He talks about how the group has completed 35 investments, primarily in brands generating less than $1 million in revenue and why its members have increasingly pursued "top-shelf" opportunities in more mature, high-growth businesses. He outlines the group's funnel along with the core signals they prioritize and ranks key investment criteria, including the founder, retail velocity, COGS, and price point, and illustrates these principles with examples such as Poppi and emerging categories like THC beverages. Adam explains how the group supports portfolio companies through regular check-ins, industry introductions, and structured updates. He closes with advice for aspiring angel investors: don't invest alone, recognize the inherent risk of early-stage bets, and seek curated deal flow and a strong community where investors can add value through expertise and connections. Brands in this episode: Poppi, Garage Beer, Olipop, Goodles, Siete, Nowadays, Shift Naturals, Painterland Sisters, Ayoh!, Jesse & Ben's, El Nacho, Wild Monkey Bar, Magic Spoon, Graza, Truff, Coyotas, Stone & Skillet, Modelo

98.5 ONE FM Podcasts
COGS' Ane Foto on their universal access and inclusion plan as well as the women's charter awards.

98.5 ONE FM Podcasts

Play Episode Listen Later Feb 12, 2026 9:43


This interview first aired on Thursday the 12th of February, 2026 on ONE FM 98.5 Shepparton. One FM breakfast announcer Plemo interviews Greater Shepparton City Council's Inclusion and Diversity Team Leader Ane Foto about calls for nominations for the Women's Charter Awards and their Universal and Access and Inclusion Plan. To find out more head to council@shepparton.vic.gov.au or call 5832 9700. Contact the station on admin@fm985.com.au or (+613) 58313131. Listen to One FM Breakfast weekdays on 98.5 One FM 6am-9am. The ONE FM 98.5 Community Radio podcast page operates under the license of Goulburn Valley Community Radio Inc. (ONE FM) Number 1385226/1. PRA AMCOS (Australasian Performing Right Association Limited and Australasian Mechanical Copyright Owners Society) that covers Simulcasting and Online content including podcasts with musical content, that we pay every year. This licence number is 1385226/1

Foodpreneur with Chelsea Ford
#151 How to Stop Leaving Money On the Table Once You're On Shelf

Foodpreneur with Chelsea Ford

Play Episode Listen Later Feb 11, 2026 44:46


Send a textGetting on shelf is a milestone, but (close your ears if you're faint hearted), it's just the starting line.In episode 151 of the Foodpreneur with Chelsea Ford podcast, I sit down with Rebecca Brook, founder of Rise Growth Lab, a food and beverage accelerator.This conversation is for brand owners already on shelf. If you want to finish 2026 with more accounts, more reorders and more money in your pocket - and stop leaving it on the table - this is your episode.Grab your pen and tune in to hear:

The Unofficial Shopify Podcast
ERP Explained w/ GoodDay's Kyle Hency

The Unofficial Shopify Podcast

Play Episode Listen Later Feb 10, 2026 38:08


For most direct-to-consumer brands, the term "ERP" evokes dread. Six-month implementations. Six-figure costs. Software built for factories, not Shopify stores. Kyle Hency experienced that pain firsthand. He scaled Chubbies Shorts past $100 million in revenue, and along the way, his "sophisticated" spreadsheet system (built by a former banker) completely fell apart. The breaking point? When Nordstrom called wanting to stock Chubbies, and his team realized they had no infrastructure to even accept the order. That painful lesson led Hency to raise $13.5 million for GoodDay Software, an ERP designed from day one for Shopify merchants. In this episode, we demystify what an ERP actually is, identify the warning signs that a brand has outgrown spreadsheets, and explore why the traditional barriers to operational infrastructure are finally falling for smaller businesses. Hency makes the case that it doesn't have to be this hard anymore.SPONSORSSwym - Wishlists, Back in Stock alerts, & moregetswym.com/kurtCleverific - Smart order editing for Shopifycleverific.comZipify - Build high-converting sales funnelszipify.com/KURTLINKSGoodDay Software: https://gooddaysoftware.comKyle on LinkedIn: https://linkedin.com/in/kylehencyThe Normal Brand case study: https://bit.ly/4bzwcFMWORK WITH KURTApply for Shopify Helpethercycle.com/applySee Our Resultsethercycle.com/workFree Newsletterkurtelster.comThe Unofficial Shopify Podcast is hosted by Kurt Elster and explores the stories behind successful Shopify stores. Get actionable insights, practical strategies, and proven tactics from entrepreneurs who've built thriving ecommerce businesses.

BH Sales Kennel Kelp CTFO Changing The Future Outcome
Power of Perception in Resilience and Mental Wellness

BH Sales Kennel Kelp CTFO Changing The Future Outcome

Play Episode Listen Later Feb 1, 2026 11:54


Unlock the secrets of perception and resilience in this captivating episode featuring overviews of expert insights into how our minds interpret reality. If you're eager to understand the psychological frameworks that shape your daily experiences—and learn practical tools to enhance your mental clarity—this episode is your must-listen destination.Explore how perception influences everything from emotional well-being to memory, with innovative concepts like the KAVE framework (Cogs, Auditory, Visual, Emotional) that help decode how you process the world. Grandpa Bill shares his journey through the fascinating world of memory palaces, the Magnetic Memory Method, and how these techniques can be applied to boost mental resilience at any age. Discover how simple exercises, like the "Tree" Qigong or mindful sensory awareness, can transform your health and mental sharpness.Grandpa Bill researches a wide array of scientifically backed topics: from understanding fear and anxiety through the lens of psychotherapy, to uncovering how memory palaces and multi-sensory techniques can elevate your cognitive performance. Grandpa Bill also reveals how integrating sensory awareness—smell, sight, taste, and touch—can improve focus, reduce stress, and foster emotional calm. Whether you're a health enthusiast, a mindset seeker, or a mental fitness rookie, these insights will empower you to reframe how you perceive your reality and harness it for personal growth.How can understanding perception improve your emotional well-being?What role do memory techniques play in enhancing mental resilience?This episode matters because in a world saturated with information overload and emotional turbulence, mastering perception can be your secret weapon. By understanding and applying these tools, you unlock the ability to navigate life with greater resilience, clarity, and purpose. Don't miss out on the opportunity to elevate your mindset—your journey to mental mastery starts here.Perfect for health buffs, psychological explorers, and anyone interested in sharpening their mental toolkit. Tune in now to turn perception into your greatest strength and see the world—and yourself—in a whole new light.Grandpa Bill is a retired health and wellness advocate with decades of experience exploring memory, perception, and resilience. His passion is sharing practical, science-backed strategies to improve lives of all ages.Join us as we explore the fascinating connection between perception and resilience through the eyes of Byron Athene, author of Find Your Path to Resilience. Discover how psychological categories like anxiety, fear, and identity influence your daily life, and learn practical memory techniques like the Memory Palace and RIP hand method that can boost your mental agility from ages 1 to 92. Whether you're a mental health professional, a lifelong learner, or simply curious about sharpening your mind, these insights will revolutionize how you see the world—and yourself.Failing to master perception leaves you vulnerable to stress, bias, and mental fog. But by tuning into your senses and understanding the psychology behind perception, you open doors to sharper focus, emotional calm, and more resilient thinking—all accessible today.How do your senses influence your perception of reality?What practical exercises can enhance your mental clarity and resilience?Perfect for anyone eager to upgrade their mental toolkit—whether in personal growth, professional development, or everyday wellness—this episode offers practical frameworks with real, measurable outcomes. If you're ready to see the world—and your mind—in a new light, hit play now.Perception, Mental Clarity, Resilience, Memory Techniques, Psychological Frameworks, Self-Improvement, Mindfulness, Emotional Health#PerceptionPower, #MentalClarity, #ResilienceJourney, #MindMastery, #MemoryTechniques, #SelfImprovement, #Mindfulness, #EmotionalHealth,

BH Sales Kennel Kelp CTFO Changing The Future Outcome
Connection Between KAVE - COGS and Holistic Healing

BH Sales Kennel Kelp CTFO Changing The Future Outcome

Play Episode Listen Later Feb 1, 2026 15:07


#MindBodySoul, #WellnessJourney, #BillHolt, #KAVECOGS, #HolisticLiving,Grandpa Bill discusses the Connection Between KAVE - COGS and Holistic Healing Unlock the secret to transforming your life through holistic energy principles in this episode with Grandpa Bill. When technical glitches threaten to derail their latest recording, Grandpa reveals how setbacks and unexpected disruptions can become powerful lessons—if you know how to leverage them. Whether you're exploring personal growth, business resilience, or integrating multiple modalities of healing, this episode offers a fresh perspective on turning life's obstacles into opportunities for profound change.Grandpa shares insights on the innovative KAVE framework—Kinesthetic, Auditory, Visual, Emotional, Conceptual, Olfactory, Gustatory, and Spatial—and how understanding these sensory channels can elevate your self-awareness and decision-making. You'll discover practical tips from his decade-long experience in health, wellness, and podcasting, along with behind-the-scenes stories about handling technical challenges while staying focused on your purpose. Plus, get a sneak peek into his upcoming fictional novel, The Greater Portland Crab Caper, and how his passion for community, art, and holistic healing intertwines in his daily life.In this candid conversation, Grandpa Bill breaks down complex energy concepts into relatable, actionable insights—perfect for entrepreneurs, healers, or anyone curious about mastering life's chaos. You'll learn why resilience, flexibility, and a holistic mindset are your greatest assets in today's unpredictable world. If you're ready to pay forward positivity, expand your consciousness, and turn mishaps into meaningful moments, this episode is your blueprint for doing just that.Whether you're a seasoned wellness practitioner, a curious beginner, or someone seeking inspiration amidst life's turbulence, you'll walk away with tools to enhance your energy awareness and embrace life's surprises. Tune in now—your journey to holistic mastery starts here.This topic, and this platform are here to engage our audience by promising valuable insights and practical wisdom, making it available to a wide range of listeners interested in personal development and holistic healing.Why this works:This episode introduces listeners with a compelling story about overcoming technical setbacks. It highlights specific frameworks and actionable insights, appealing to those interested in wellness, resilience, and personal development. The conversational tone and promise of practical wisdom make it important to anyone facing chaos or seeking growth.Holistic HealingResilience and PreparednessKAVE FrameworkEmotional AwarenessBusiness InsightsTechnical GlitchesPersonal GrowthWellness Practices#HolisticHealing,#Resilience,#KAVEFramework,#EmotionalAwareness,#BusinessInsights,#TechGlitches,#PersonalGrowth,#WellnessJourney,How do you typically respond to unexpected disruptions in your daily life, and what strategies have you found most effective?In what ways do you think understanding the KAVE framework could enhance your personal or professional growth?

Digi-Tools In Accrual World
From Automated COGS to Education Specialists: The Week in Accounting Tech

Digi-Tools In Accrual World

Play Episode Listen Later Jan 26, 2026 32:09


In this episode of the Digi-Tools in Accrual World podcast, hosts Ryan Pearcy and Leigh Stallard dive into the latest in accounting and fintech news. They discuss the impact of new technologies on the industry, highlight key updates from companies like A2X, iplicit, and Crezco, and explore the strategic moves of Briefcase and FYI. The conversation also touches on the importance of automation and innovation in accounting practices. 00:00 - Welcome to Digi-Tools in Accrual World 6.03 - Sponsored by Scoro 04:23 - A2X Innovations and E-commerce Solutions 08:12 - iplicit's Growth and Focus on Education 11:17 - Acumatica's New Leadership and Market Positioning 14:36 - Crezco's Pay by Card Feature 17:29 - Briefcase's New Sales Processing Feature 21:52 - Briefcase adds Line Item Categorisation 25:16 - FYI's Adds Forms Feature 31:14 - Digital Disruptors Updates Scoro - www.scoro.com Reuben's Website post: https://www.linkedin.com/posts/reuben-steenkamp_over-christmas-i-spent-2-weeks-782-million-activity-7417541719820238848-PsSE

Run The Numbers
How Finance Becomes a GTM Partner, Not a Bottleneck | Chris Brubaker

Run The Numbers

Play Episode Listen Later Jan 19, 2026 49:42


In this episode of Run the Numbers, CJ sits down with Chris Brubaker, SVP of Finance at Postscript, who's helped build the finance function from the ground up. Chris shares how he partners with sales through deal desks, sets pricing guardrails, and makes sure finance helps close deals instead of slowing them down. They dig into his hands-on approach to automation using AI with limited engineering resources, how Postscript's metrics evolved as the company scaled, when to trust internal data over benchmarks, and where teams get tripped up. Plus, a private jet accounting story—because of course.—SPONSORS:Rillet is an AI-native ERP built for modern finance teams that want to close faster without fighting legacy systems. Designed to support complex revenue recognition, multi-entity operations, and real-time reporting, Rillet helps teams achieve a true zero-day close—with some customers closing in hours, not days. If you're scaling on an ERP that wasn't built in the 90s, book a demo at https://www.rillet.com/cjTabs is an AI-native revenue platform that unifies billing, collections, and revenue recognition for companies running usage-based or complex contracts. By bringing together ERP, CRM, and real product usage data into a single system of record, Tabs eliminates manual reconciliations and speeds up close and cash collection. Companies like Cortex, Statsig, and Cursor trust Tabs to scale revenue efficiently. Learn more at https://www.tabs.com/runAbacum is a modern FP&A platform built by former CFOs to replace slow, consultant-heavy planning tools. With self-service integrations and AI-powered workflows for forecasting, variance analysis, and scenario modeling, Abacum helps finance teams scale without becoming software admins. Trusted by teams at Strava, Replit, and JG Wentworth—learn more at https://www.abacum.aiBrex is an intelligent finance platform that combines corporate cards, built-in expense management, and AI agents to eliminate manual finance work. By automating expense reviews and reconciliations, Brex gives CFOs more time for the high-impact work that drives growth. Join 35,000+ companies like Anthropic, Coinbase, and DoorDash at https://www.brex.com/metricsMetronome is real-time billing built for modern software companies. Metronome turns raw usage events into accurate invoices, gives customers bills they actually understand, and keeps finance, product, and engineering perfectly in sync. That's why category-defining companies like OpenAI and Anthropic trust Metronome to power usage-based pricing and enterprise contracts at scale. Focus on your product — not your billing. Learn more and get started at https://www.metronome.comRightRev is an automated revenue recognition platform built for modern pricing models like usage-based pricing, bundles, and mid-cycle upgrades. RightRev lets companies scale monetization without slowing down close or compliance. For RevRec that keeps growth moving, visit https://www.rightrev.com—LINKS:Chris on LinkedIn: https://www.linkedin.com/in/wchrisbrubaker/Postscript: https://postscript.io/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:So You're Looking for a “Strategic” CFO? Bloomerang's Steve Isom on What That Really Meanshttps://youtu.be/cgHOtvG1CesThe IPO Playbook: Expert Advice from Lee Kirkpatrick, Twilio's Former CFOhttps://youtu.be/PTKAUD7PSWUThe CFO Case for Probabilistic Forecasting With AI | Bruno Annicqhttps://youtu.be/Dl8nDZPJMpE—TIMESTAMPS:00:00:00 Preview and Intro00:02:22 Sponsors — Rillet | Tabs | Abacum00:06:55 Interview Begins00:07:36 First Finance Hire and Early Scale at Postscript00:09:02 Usage-Based Margins, COGS, and the Twilio Parallel00:10:31 Partnering With Sales and Building Deal Desk00:13:16 Pricing Guardrails, Payback, and Deal Economics00:15:35 How Deal Desk Evolves Over Time00:16:01 Sponsors — Brex | Metronome | RightRev00:19:44 Making Finance a Deal-Closing Partner00:20:44 Automating Deal Desk With a Slack Bot00:23:48 How Technical Finance Leaders Need to Be00:25:17 Automating Without Engineering Help00:27:12 Why Human Touch Still Matters in SaaS00:27:53 Postscript's Finance Tech Stack00:28:30 ERP Migration and Month-End Efficiency00:29:42 The Reality of Continuous Close00:30:34 First Real AI Wins in Accounting00:31:18 Experimenting With AI Forecasting00:33:32 Metrics That Matter: Usage as a Leading Indicator00:35:49 How Metrics Evolve as the Company Scales00:37:41 Understanding the Product in a Usage-Based Model00:39:27 Micro-Seasonality and Forecasting Volatility00:42:21 How to Use Benchmarks Without Misusing Them00:43:50 Long-Ass Lightning Round: A Costly Modeling Mistake00:45:45 Advice to a Younger Finance Leader00:47:05 The Private Jet Accounting Story00:49:11 Credits#RunTheNumbersPodcast #FinanceLeadership #DealDesk #UsageBasedSaaS #AIinFinance This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com

The Floral Hustle
How to Forecast Your Floral Business Income (So You Can Pay Yourself)

The Floral Hustle

Play Episode Listen Later Jan 12, 2026 14:35


In this episode of The Floral CEO Podcast, Jen walks you through a simple, real-world way to forecast your floral business revenue—using the bookings you already have (or want) to estimate your average wedding value, close rate, expenses, flower costs, labor, taxes, and ultimately how much you can pay yourself.Whether you're a newer florist or you've been in business for years but still feel unclear about money, this episode gives you a practical framework to stop guessing and start planning like a CEO.What You'll Learn (Key Takeaways)How to calculate your average wedding order value (AOV) so you can forecast incomeHow to use your close rate to estimate how many leads you need to hit your booking goalA simple “CEO math” approach to estimate:Flower/COGS percentagefixed monthly expenses (your “turn the lights on” costs)freelance laborsales tax/tax set-asidesprofit cushionowner payWhy guessing creates scarcity—and why forecasting creates confidenceHow to put this into a spreadsheet so you can make smarter decisions all yearThe Framework Jen Uses (Step-by-Step)1) Start with your funnel numbers (your real booking pipeline)Track these numbers:How many inquiries/leads you receiveHow many you respond to / have real conversations withHow many consults you bookHow many proposals you sendHow many you close (booked + contract signed)Close rate formula:Booked weddings ÷ proposals sent = close rateJen's note:If your close rate is very high, you may be underpriced (you're “too easy to book”).2) Calculate your average wedding value (AOV)Average wedding value formula:Total booked wedding revenue ÷ number of booked weddings = AOVThis gives you a usable “planning number” even if you have a few outliers.3) Forecast income based on your goal number of weddingsIf you want to go from 8 weddings to 20, you need 12 more weddings.Projected revenue formula:(Goal weddings × AOV) = projected gross revenue4) Estimate your cost of goods (flowers + supplies)If you're still learning sourcing/recipes, Jen recommends being conservative:30–35% as a planning range for flower costs (COGS)COGS formula:Projected revenue × COGS % = flower/supply costs5) Subtract fixed “lights-on” business expensesThese are costs like:websiteCanvaQuickBooks/bookkeeping softwareemail platformadmin tools/subscriptionsbusiness renewals/feesvehicle costs (if the business covers them)Fixed costs formula:Monthly fixed expenses × 12 = annual fixed expenses6) Add labor estimates (freelancers)Example logic from the episode:how many weddings need helphow many hours per weddinghourly ratenumber of staff-daysLabor formula:(Hours × rate × number of days/weddings) = labor cost7) Set aside taxes (don't get surprised later)Jen specifically mentions sales tax and recommends setting aside a percentage (often close to 10% in MN depending on location/rate, but use your local rate).Tax set-aside formula:Projected revenue × tax % = tax bucket8) Build profit into the business (a cushion)Profit is not “whatever is left.” It's intentional.Even starting with 5–7% gives you a cushion for growth:cooler purchaseeducationequipmentupgradesemergency bufferProfit formula:Net-after-costs × profit % = profit bucket9) What's left can become owner's compensation (pay yourself)After subtracting:COGSfixed costslabortaxesprofit…the remainder is what you can use to pay yourself (owner's comp), then plan for income taxes/self-employment taxes depending on your setup.Practical Action Steps (Do This This Week)Make a simple spreadsheet with columns for:inquiriesconsultsproposalsbookingsclose rateList your booked weddings and total revenue → calculate your AOVChoose your booking goal (ex: 20 weddings)Forecast gross revenue (goal × AOV)Pick conservative COGS % (30–35% if you're still dialing in recipes)Estimate annual “lights-on” expensesEstimate freelancer laborCreate 3 buckets in your business:tax set-asideprofit cushionowner payReview the final number and ask:“Is this enough for the life I want?”“What needs to change: price, volume, efficiency, or offers?”Mentioned in This EpisodeBook RecommendationProfit First by Mike Michalowicz (Jen's foundational framework for building profit and paying yourself consistently) https://a.co/d/1s9O2mm

Craft Brewery Finance Podcast
How Lawson's Finest Liquids Scaled With Plans, Numbers, And Purpose

Craft Brewery Finance Podcast

Play Episode Listen Later Jan 9, 2026 50:43 Transcription Available


Today, I sit down with Sean Lawson the founder behind Sip of Sunshine to unpack how careful planning, advisory boards, and a purpose-first mindset can carry a brewery through hypergrowth, supply shocks, and a once-in-a-century pandemic.Sean walks us through the early days of homebrewing, the decision to contract brew at Two Roads to meet demand without giving up ownership, and the leap to a state-of-the-art Vermont facility just 16 months before lockdowns. We explore how a high share of packaged product, strong retail relationships, and authentic brand loyalty kept the business resilient. As a certified B Corp, Lawson's and has contributed millions to nonprofits focused on healthy communities—proving that purpose can be a growth engine, not a side note.On the operational side, Sean opens the playbook: annual planning with monthly and quarterly reviews, KPI dashboards that spotlight cash, gross margin, COGS, and velocity, and a quarterly advisory board that challenges assumptions without dictating decisions. We dig into the hard lessons from overcommitting on hops and preprinted cans, why vendor relationships matter when renegotiating contracts, and how to make tough people decisions while staying transparent and fair. If you're scaling a craft brand you'll leave with practical tactics for forecasting, budgeting, negotiating, and building a cadence that turns numbers into action.Grab the free Brewery Profit Brief - financial tips, tactics and strategies to build a more profitable brewery. Ready to transform financial results in your beer business? Learn more about the Beer Business Finance Association, a network of owners and managers working together to build more profitable companies.

Inside Knowledge
Ep 111 - Explaining the Gut Reset Cogs Model

Inside Knowledge

Play Episode Listen Later Jan 6, 2026 18:07


When I work with IBS and SIBO clients I focus on specific key areas to help improve digestion. I like to think of them as four key cogs in a machine, and I've called this my Gut Reset Cogs Model. These are:Eating - when to eat, mindful eatingDiet - what you should eat when you have IBSGut Health - how the microbes affect your digestionLifestyle - focus on sleep, exercise and stressThis week's podcast explains how these areas all interlink and gives you some examples of the way small changes can have a knock on effect on your overall health. A link to the book is coming very soon! EMAIL - Get the free weekly Inside Knowledge emails - https://mailchi.mp/goodnessme-nutrition.com/h6acndd1bsWork with me3 month Gut Reset - https://www.goodnessme-nutrition.com/consultations/Book a discovery call about working with me - https://calendly.com/annamapson/30min Ready for your gut reset?

Health Supplement Business Mastery
Why Most Supplement Brands Fail Before They Even Launch (The Foundation Nobody Talks About)

Health Supplement Business Mastery

Play Episode Listen Later Jan 4, 2026 29:25


"Send me a text"To learn more about the group coaching click here: https://creativethirst.com/group/ You've got your supplement manufacturer lined up, your ingredients sourced, your packaging designed. You think you're ready to launch. But you're building on quicksand.Most supplement founders obsess over the wrong things pre-launch. They focus on COGs, fulfillment partners, SKU count, and pricing strategy while completely ignoring the one thing that actually determines success: supplement buying psychology.In this episode, you'll discover why supplements don't sell like other products, what the "dual-mind problem" is and why it changes everything about how you market, and the four forces (Desire, Hope, Trust, and Belief) that drive every supplement purchase.If you're pre-launch or early stage and your conversion rates are terrible despite having a great product, this episode reveals the foundation you're missing. Because you're not in the supplement business. You're in the supplement buying psychology business.To learn more about the group coaching click here: https://creativethirst.com/group/ If you're interested in working with me and my team to improve your supplement business. You can learn more at my website https://creativethirst.com Click here to grab your copy of the Health Supplement Ad Swipe Guide. Discover what really works in funnel marketing Need help increasing sales on your own? Click here Stuck at $1 - $5M in revenue? Click Here Case Study on how Creative Thirst added over $200,000 for one supplement brand

The Andrew Faris Podcast
9 Takeaways From Running Meta Ads For 8-Figure Brands In 2025

The Andrew Faris Podcast

Play Episode Listen Later Jan 1, 2026 45:54


FOLLOW UP WITH ANDREW X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/andrewjfaris Email: podcast@ajfgrowth.comWork with Andrew: https://ajfgrowth.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠INTELLIGEMSIntelligems brings A/B testing to business decisions beyond copy and design. Test your pricing, shipping charges, free shipping thresholds, offers, SaaS tools, and more by clicking here: https://bit.ly/42DcmFl. Get 20% off the first 3 months with code FARIS20.MOVE SUPPLY CHAINPay less for COGS, get shorter lead times, and improve payment terms in your supply chain with help from Move Supply Chain at https://⁠movesupplychain.com⁠.

The Corner of Grey Street
COGS Live: 2025

The Corner of Grey Street

Play Episode Listen Later Dec 31, 2025 114:39


COGS Live: 2025 (00:00:00) The Stone - 05/31 - Merriweather Post Pavilion (00:12:09) Proudest Monkey - 08/23 - Shoreline Amphitheatre at Mountain View (00:18:19) Pig (ft. Jason Crosby) - 06/03 - PNC Bank Arts Center (00:26:40) Loving Wings - 06/27 - Huntington Bank Pavilion at Northerly Island (00:34:03) Say Goodbye - 05/30 - Blossom Music Center (00:40:55) The Dreaming Tree (ft. Mike Maher) - 07/22 - BankNH Pavilion (00:53:54) Lie in Our Graves (ft. Jake Simpson) - 08/29 - The Gorge Amphitheatre (01:03:29) Pay for What You Get - 07/18 - Saratoga Performing Arts Center (01:09:22) #41 (ft. Béla Fleck & the Flecktones) - 08/30 - The Gorge Amphitheatre (01:25:51) Drunken Soldier (Dave & Tim) - 01/26 - Moon Palace Golf & Spa Resort (01:33:13) Spoon (Dave, Molly, Mary, & Vanessa) - 08/02 - Big Sky Events Arena (01:39:35) The Last Stop - 07/12 - Ruoff Music Center THANK YOU to ALL of the tapers! Scott Plumer, Bill Lakeman, Zach Semcken, Crumbo, John Gortakowski, Jason Johnson, Chris Drews, Ryan Hoyt, and SiriusXM Learn more about your ad choices. Visit megaphone.fm/adchoices

stone lie say goodbye pig fleck mountain view last stop cogs jason johnson flecktones what you get merriweather post pavilion spa resort mike maher northerly island jason crosby saratoga performing arts center pnc bank arts center
Reality Escape Pod
S10E13: State of the Escapes with Lisa Spira

Reality Escape Pod

Play Episode Listen Later Dec 30, 2025 80:44


" I love shining a light on escape room creators and telling their stories." For the last 10 years, Lisa Spira of Room Escape Artist has been tracking the growth of the US Escape Room industry and publishing industry reports. For our Season 10 finale episode, Lisa joins us to talk about this year's annual report. New this year is a collaboration with previous REPOD sponsor Morty, an app that tracks individual games as well as escape room companies. Through this collaboration, Lisa was able to look at additional metrics, including revenue. The 2025 Industry report is available on the Room Escape Artist website, and Lisa shares deeper analysis on this episode. Some interesting trends noted include consolidation of ownership, and expansion of immersive gaming business models. We also talk about some interesting stats, including which days might be better for an escape room company to go dark; it's not what you would expect! We close out the episode with some musings on exciting new design trends in escape room design, trends we don't care for, and where we think the escape room industry is headed. Whether you're an escape room owner, aspiring to work in the escape room industry, work in the immersive entertainment field, or just a data-loving enthusiast, the REA US Escape Room Industry Report is a must-read. This is the last episode of Season 10. Thanks so much for listening. We'll be back with a new season of REPOD in the spring of 2026. Meanwhile, consider joining our Patreon for access to our library of Bonus Aftershows and Spoilers Club episodes.   Episode Sponsors We are immensely grateful to our sponsors this season: REA Patreon Backers, PG's Playhouse, Buzzshot, and COGS. We truly appreciate your support of our mission to promote and improve the immersive gaming community.   Support Us On Patreon Today Love escape rooms as much as we do? At Room Escape Artist, we've been analyzing, reviewing, and exploring the world of immersive games since 2014. We help players find the best experiences, and push the industry forward with well-researched, rational, and reasonably humorous escape room and immersive gaming content and events. By becoming a Patreon supporter, you're not just backing a blog — you're fueling a mission to make the escape room and immersive gaming community stronger, more thoughtful, and more connected. Access exclusive Patreon content such as: The Bonus Aftershow The Spoilers Club Early access to escape room Tour tickets and REA articles. Your Patreon support goes toward our mission: paying our contributors, funding our infrastructure, and supporting deep research and industry advocacy.   PG's Playhouse If you love wordplay, puzzles, and trivia, this is the podcast for you! PG's Playhouse recreates a fun game night, all in a short, 30-minute format. Of course, what's game night without making new friends? We bring on different guests for the different episodes. Each episode features a puzzle packed with wordplay and trivia, a short chat with the guest, and a segment exploring an interesting topic. I hope you'll take a listen and play along with us at PG's Playhouse.   Buzzshot Buzzshot is Escape Room Software, Powering Business Growth, Player Marketing, and improving the Customer Experience. They offer an assortment of pre and post game features including robust waiver management, branded team photos, and streamlined review management for Yelp, TripAdvisor, Google Reviews, and Morty. Buzzshot now has integration with the other REPOD sponsors: Morty and COGS. Special Offer for REPOD Listeners: REPOD listeners get an extended 21-day free trial plus 20% off your first 3 months, with no set-up fees or hidden charges. Visit buzzshot.com/repod to learn more about this exclusive offer.   COGS COGS by Clockwork Dog is an easy to use software/ hardware platform for running interactive events, including escape rooms, and other immersive experiences. They have plug & play hardware that seamlessly integrates with their software so you can create a show with lighting and sound cues without having to write a single line of code. Map all kinds of inputs to outputs by building up simple logic steps which determine what you want to happen and when. Special Offer for REPOD Listeners: REPOD listeners can get the COGS Starter Set for only $130 + free shipping to the USA. This bundle is usually valued at $257. You can learn more and purchase your Starter Set at cogs.show. Use code REPOD at checkout.   Production Credits Hosted by David Spira & Peih-Gee Law Produced by Theresa Piazza Supported by Lisa Spira Edited by Steve Ewing Music by Ryan Elder Logo by Janine Pracht  

Reality Escape Pod
S10E11: BLOT, the RECON Game - starring Lyra Levin, Yannick Trapman-O'Brien, & Mark Larson

Reality Escape Pod

Play Episode Listen Later Dec 16, 2025 96:09


" I appreciated your janitor's slow decline into madness." BLOT needs our help! The Bureau of Legitimate and Otherworldly Troubles has suffered a breach in their laboratory, and they need someone to clean up the mess. In the lab, there's a chalkboard to the left,  a table with beakers and test tubes to the right and a small computer desk. The room is covered with a strange, gunky substance all over the walls and floor. What would you like to do? BLOT was the official game for RECON Remote 25, available to play for all Community, Pro, and Champion ticket holders who opted in. It was created and run by Mark Larson, who was a guest on REPOD S5E11. On this episode, Yannick Trapman-O'Brien and Lyra Levin join us to play BLOT. Lyra was a featured speaker for RECON Remote 25 with her talk, Make Stuff Fast: Rapid Prototyping for Interactive Experiences, now available on YouTube. Yannick originally appeared on REPOD S8E7 to talk about his incredible show for one, Undersigned. They joined us on REPOD for an actual play of BLOT. Lyra and Yannick are both experienced improvisers, and I'd never laughed so hard watching a play-through. Scroll down to the timestamps to follow along with game images. If you missed playing this game during RECON Remote 25, or if you want to relive your glory moments, join us for this final play-through of BLOT.     Episode Sponsors We are immensely grateful to our sponsors this season: REA Patreon Backers, PG's Playhouse, Buzzshot, and COGS. We truly appreciate your support of our mission to promote and improve the immersive gaming community.   Support Us On Patreon Today Love escape rooms as much as we do? At Room Escape Artist, we've been analyzing, reviewing, and exploring the world of immersive games since 2014. We help players find the best experiences, and push the industry forward with well-researched, rational, and reasonably humorous escape room and immersive gaming content and events. By becoming a Patreon supporter, you're not just backing a blog — you're fueling a mission to make the escape room and immersive gaming community stronger, more thoughtful, and more connected. Access exclusive Patreon content such as: The Bonus Aftershow The Spoilers Club Early access to escape room Tour tickets and REA articles. Your Patreon support goes toward our mission: paying our contributors, funding our infrastructure, and supporting deep research and industry advocacy.   PG's Playhouse If you love wordplay, puzzles, and trivia, this is the podcast for you! PG's Playhouse recreates a fun game night, all in a short, 30-minute format. Of course, what's game night without making new friends? We bring on different guests for the different episodes. Each episode features a puzzle packed with wordplay and trivia, a short chat with the guest, and a segment exploring an interesting topic. I hope you'll take a listen and play along with us at PG's Playhouse.   Buzzshot Buzzshot is Escape Room Software, Powering Business Growth, Player Marketing, and improving the Customer Experience. They offer an assortment of pre and post game features including robust waiver management, branded team photos, and streamlined review management for Yelp, TripAdvisor, Google Reviews, and Morty. Buzzshot now has integration with the other REPOD sponsors: Morty and COGS. Special Offer for REPOD Listeners: REPOD listeners get an extended 21-day free trial plus 20% off your first 3 months, with no set-up fees or hidden charges. Visit buzzshot.com/repod to learn more about this exclusive offer.   COGS COGS by Clockwork Dog is an easy to use software/ hardware platform for running interactive events, including escape rooms, and other immersive experiences. They have plug & play hardware that seamlessly integrates with their software so you can create a show with lighting and sound cues without having to write a single line of code. Map all kinds of inputs to outputs by building up simple logic steps which determine what you want to happen and when. Special Offer for REPOD Listeners: REPOD listeners can get the COGS Starter Set for only $130 + free shipping to the USA. This bundle is usually valued at $257. You can learn more and purchase your Starter Set at cogs.show. Use code REPOD at checkout.   Production Credits Hosted by David Spira & Peih-Gee Law Produced by Theresa Piazza Supported by Lisa Spira Edited by Steve Ewing Music by Ryan Elder Logo by Janine Pracht  

RevMD
#138 How We Build OBGYN Comp Plans That Boost Profit & Stop Provider Turnover

RevMD

Play Episode Listen Later Dec 16, 2025 24:36


ACTION FIRST: Want to fix your billing process from the ground up? Get our free Employee Training Guide for Eligibility & Verification here: https://natrevmd.com/eligibility-billing-verification/ Your OBGYN compensation model is probably broken. How do I know? Because it values a routine prenatal visit at $0. And a delivery at $3,200. This means you are not paying people what they are worth. You are not incentivizing the right activities. And you are probably losing good providers because of it. In this episode, Dr. Heather Signorelli gives you the entire 7-step playbook to fix it. For free. You will learn: The only metric that matters for OBGYN comp (it's not visits or RVUs). The "Magic Number": How to find the exact amount of profit available for each provider's salary and bonus. The Simple Threshold Formula: Salary + Overhead. We explain why COGS isn't in it. The Biggest Mistake: Why using last year's overhead for bonuses is costing you thousands. This is the model we use to help practices align incentives, increase profit, and keep their best people. Connect with NatRevMD: Schedule a Consultation: https://natrevmd.com/ Email Us: Info@NatRevMD.com 

The Franchise Insiders
15 Crumbl Stores with Shideler Bennett: The Real Scaling Playbook

The Franchise Insiders "Inside Scoop" Podcast

Play Episode Listen Later Dec 15, 2025 59:52 Transcription Available


Send us a textScaling a franchise sounds glamorous — until you're staring at three simultaneous buildouts and a contractor who just walked off with your materials.That's where Shideler Bennett started. Today he operates 15 Crumbl stores.In this episode, we dig into the real levers of franchise profit:→ Labor at 25%, COGS under 25%, occupancy below 12% → Why one sold-out cookie can erase your margin → Weekly scorecards that make underperformance impossible to hide → The "hire slow, fire fast" rule that protects your sanity → Build vs. buy — and why acquisition beats ground-up once you've proven the model → The "always PE-ready" mindset: clean books, clear KPIs, documentation you can hand to a bank tomorrowWhether you're buying your first unit or building a platform, this is the playbook.Visit www.thefranchiseinsiders.com to subscribe.Send us your questions for an upcoming episode at 305-710-0050.From your pals in franchise ownership, Jack and Jill Johnson. The Franchise Insiders Podcast Schedule A Call Text: 305-710-0050 Take our FREE Business Builder Assessment

The Andrew Faris Podcast
From $40,000/Day To Collapse To 100% YoY Growth — Mixed By Nasrin's Wild Ride

The Andrew Faris Podcast

Play Episode Listen Later Dec 10, 2025 46:34


Nasrin Jafari is the founder and CEO of Mixed By Nasrin, a 7-figure fashion brand. Shop her store at www.mixedbynasrin.com and follow her on Instagram at https://www.instagram.com/nasrinharumi/.INTELLIGEMSIntelligems brings A/B testing to business decisions beyond copy and design. Test your pricing, shipping charges, free shipping thresholds, offers, SaaS tools, and more by clicking here: https://bit.ly/42DcmFl. Get 20% off the first 3 months with code FARIS20.MOVE SUPPLY CHAINPay less for COGS, get shorter lead times, and improve payment terms in your supply chain with help from Move Supply Chain at https://⁠movesupplychain.com⁠.GET MORE FROM ALEX GREIFELDFollow Alex on X @heyitsalexpVisit her website & sign up for her newsletter and course at nobestpractices.coFOLLOW UP WITH ANDREW X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/andrewjfaris⁠ Email: ⁠podcast@ajfgrowth.com⁠Work with Andrew: ⁠https://ajfgrowth.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Reality Escape Pod
S10E10 - Zach Sherwin, Creator of The Crossword Show

Reality Escape Pod

Play Episode Listen Later Dec 9, 2025 80:34


“ The joy of live performance is that we're all experiencing the same thing together and it unites us as a community.” When I think of crossword puzzles, I think of a quiet, cerebral exercise. It's often a solitary activity, maybe occasionally yelling out if anyone knows a four letter word for "milk's favorite cookie." When Zach Sherwin considered crossword puzzles, however, he thought, okay... but what if it also had comedians, rap, music, and just a little bit of chaos, all wrapped up in an epically funny live show? Zach Sherwin has long had a way with words. He cut his teeth performing sketch comedy and honing his rapping skills as MC Mr. Napkins. He eventually found his way to Epic Rap Battles of History, which found a way to make nerdy, boring history feel fun and – dare I say – cool. His love of wordplay and puzzles led him to create The Crossword Show. Zach Sherwin presides as two guest comedians solve a crossword puzzle live onstage, with everything displayed on a big screen so you can follow along. As the solvers decipher the clues, Zach takes the show down rabbit holes of comedy, music, wordplay and trivia, all inspired by the answer words. Everything ties together at the end for a grand finale. It is clever, hilarious, and had me awestruck at the mental gymnastics Zach goes through over the course of the show. Zach joins us on REPOD to talk about how he turned a quiet nerdy activity into something funny, thrilling, and interactive. I really enjoyed hearing him talk about the secret sauce of crafting this show, from how he adjusts the difficulty of the clues, to what makes a live show special. He was a delightful guest. Are you intrigued by how a live crossword stage show works? Zach will be performing at the Reality Escape Convention in Laval in 2026. This is a show you won't want to miss.     Episode Sponsors We are immensely grateful to our sponsors this season: REA Patreon Backers, PG's Playhouse, Buzzshot, and COGS. We truly appreciate your support of our mission to promote and improve the immersive gaming community.   Support Us On Patreon Today Love escape rooms as much as we do? At Room Escape Artist, we've been analyzing, reviewing, and exploring the world of immersive games since 2014. We help players find the best experiences, and push the industry forward with well-researched, rational, and reasonably humorous escape room and immersive gaming content and events. By becoming a Patreon supporter, you're not just backing a blog — you're fueling a mission to make the escape room and immersive gaming community stronger, more thoughtful, and more connected. Access exclusive Patreon content such as: The Bonus Aftershow The Spoilers Club Early access to escape room Tour tickets and REA articles. Your Patreon support goes toward our mission: paying our contributors, funding our infrastructure, and supporting deep research and industry advocacy.   PG's Playhouse If you love wordplay, puzzles, and trivia, this is the podcast for you! PG's Playhouse recreates a fun game night, all in a short, 30-minute format. Of course, what's game night without making new friends? We bring on different guests for the different episodes. Each episode features a puzzle packed with wordplay and trivia, a short chat with the guest, and a segment exploring an interesting topic. I hope you'll take a listen and play along with us at PG's Playhouse.   Buzzshot Buzzshot is Escape Room Software, Powering Business Growth, Player Marketing, and improving the Customer Experience. They offer an assortment of pre and post game features including robust waiver management, branded team photos, and streamlined review management for Yelp, TripAdvisor, Google Reviews, and Morty. Buzzshot now has integration with the other REPOD sponsors: Morty and COGS. Special Offer for REPOD Listeners: REPOD listeners get an extended 21-day free trial plus 20% off your first 3 months, with no set-up fees or hidden charges. Visit buzzshot.com/repod to learn more about this exclusive offer.   COGS COGS by Clockwork Dog is an easy to use software/ hardware platform for running interactive events, including escape rooms, and other immersive experiences. They have plug & play hardware that seamlessly integrates with their software so you can create a show with lighting and sound cues without having to write a single line of code. Map all kinds of inputs to outputs by building up simple logic steps which determine what you want to happen and when. Special Offer for REPOD Listeners: REPOD listeners can get the COGS Starter Set for only $130 + free shipping to the USA. This bundle is usually valued at $257. You can learn more and purchase your Starter Set at cogs.show. Use code REPOD at checkout.   Production Credits Hosted by David Spira & Peih-Gee Law Produced by Theresa Piazza Supported by Lisa Spira Edited by Steve Ewing Music by Ryan Elder Logo by Janine Pracht  

SaaS Metrics School
Should Your Customer Success Team Count Towards CAC?

SaaS Metrics School

Play Episode Listen Later Dec 8, 2025 2:58


In episode #335, Ben answers a common operator question: Should Customer Success be included in the cost of customer acquisition (CAC)? He explains how Customer Success should be coded based on responsibilities, when it belongs in COGS vs. Sales, and when CS expenses should be included in expansion efficiency metrics. What You'll Learn Why CAC applies only to acquiring new customers. How Customer Success roles differ between adoption, retention, renewals, and expansion. When Customer Success expenses should be included in the cost of expansion ARR. How to allocate Sales, Marketing, and CS expenses between new and existing revenue. Why proper allocation is foundational for CAC payback, LTV to CAC, and Cost of ARR. Why It Matters Prevents inflated or misleading CAC and go-to-market efficiency metrics. Ensures expansion ARR economics are calculated accurately. Helps leaders understand the true cost structure behind revenue growth. Supports cleaner financial models, better forecasting, and stronger investor discussions. Aligns internal teams (CS, Sales, Finance) on roles and financial impact. Resources Mentioned SaaS Metrics course: https://www.thesaasacademy.com/the-saas-metrics-foundation

The Bandwich Tapes
Becca Stevens: Serving the Song, Serving the Soul

The Bandwich Tapes

Play Episode Listen Later Dec 8, 2025 66:02


In this episode, I sit down with vocalist, composer, and guitarist Becca Stevens for a conversation that moved me in ways I honestly wasn't expecting.We start with life right now for Becca: juggling touring, writing, teaching, and “momming” two little ones. She talks about how becoming a parent has completely reshaped her artistry, forcing a new level of efficiency, deepening her sense of purpose, and shifting her focus from serving herself to serving the song (and her kids). There's a beautiful thread here about how parenthood strips away the illusion that we are the most important thing, and how that shows up in her singing and writing.From there, we go back to the North Carolina School of the Arts, where everything really changed for her. Becca shares how she went from being the misunderstood “class clown” to finding her footing in an arts environment, discovering classical guitar almost by accident, and realizing that music alone was more than enough for a lifetime of exploration. We also talk about how jazz became her teenage rebellion, and how a wildly diverse listening palette—Bartók, Steve Reich, Joni Mitchell, Björk, and more still fuels her fearless tendency to never stay in one musical lane for long.Becca also takes us inside the creative process behind several key projects:The string quartet project with Attacca Quartet and the way those arrangements reshaped her own songsThe intimate, live-tracked world of Maple to Paper, where it had to be one guitar, one voice, and total honestyThe studio-crafted layers of Wonder Bloom, built from tiny seeds into full sonic collagesWe dig into her deep love of collaboration and what it's like to work with some truly legendary musicians, including Antonio Sánchez, Jacob Collier, Brad Mehldau, Scott Colley, and more. Becca talks about knowing when to serve someone else's vision and when to step in with her own ideas. Whether that's bringing original material to Antonio, layering vocals for Edward Simon, building a stop-motion fever dream with Jacob Collier for “Bathtub,” or stepping into Brad Mehldau's world as both a fan and a collaborator.One of the most powerful parts of this conversation centers around grief and Maple to Paper. I share how that album helped me process the loss of my dad—how it made me feel seen and validated in a way I hadn't been able to put into words. Becca opens up about losing her mom, the complicated nature of parent–child relationships, and how those songs began not as “an album” but as a survival mechanism. We talk about what it means to write from that place of raw honesty, to resist tying everything up with a pretty bow, and to allow music to carry both grief and gratitude at the same time.We close by talking about David Crosby and Becca's time in the Lighthouse Band with Michael League and Michelle Willis. Becca shares what it was like to work with him so late in his life, to feel both the shock of his passing and the sense that his voice is still very much present in her writing now. As a lifelong Crosby fan, I share my own experience of grieving someone I never met but felt incredibly connected to through his music—and how, watching those performances with the Lighthouse Band, it always looked to me like all the roads in his career led to that chapter.This is a conversation about artistry, parenthood, grief, joy, and the choice to follow authenticity over marketability—even when the “long, slow simmer” is the more challenging road. I'm so grateful Becca was willing to go this deep with me, and I can't wait for you to hear it.To stay in touch with Becca, visit her website.Music from the Episode:Be Still (Becca Stevens)Reminder (Becca Stevens & the Attaca Quartet)Cogs in Cogs, Part II - Song (Becca Stevens & Brad Mehldau)Maple to Paper (Becca Stevens)Thank you for listening. If you have questions, feedback, or ideas for the show, please email me at brad@thebandwichtapes.com.

Fireside Product Management
The Future of Product Management in the Age of AI: Lessons From a Five Leader Panel

Fireside Product Management

Play Episode Listen Later Dec 8, 2025 83:15


Every few years, the world of product management goes through a phase shift. When I started at Microsoft in the early 2000s, we shipped Office in boxes. Product cycles were long, engineering was expensive, and user research moved at the speed of snail mail. Fast forward a decade and the cloud era reset the speed at which we build, measure, and learn. Then mobile reshaped everything we thought we knew about attention, engagement, and distribution.Now we are standing at the edge of another shift. Not a small shift, but a tectonic one. Artificial intelligence is rewriting the rules of product creation, product discovery, product expectations, and product careers.To help make sense of this moment, I hosted a panel of world class product leaders on the Fireside PM podcast:• Rami Abu-Zahra, Amazon product leader across Kindle, Books, and Prime Video• Todd Beaupre, Product Director at YouTube leading Home and Recommendations• Joe Corkery, CEO and cofounder of Jaide Health • Tom Leung (me), Partner at Palo Alto Foundry• Lauren Nagel, VP Product at Mezmo• David Nydegger, Chief Product Officer at OvivaThese are leaders running massive consumer platforms, high stakes health tech, and fast moving developer tools. The conversation was rich, honest, and filled with specific examples. This post summarizes the discussion, adds my own reflections, and offers a practical guide for early and mid career PMs who want to stay relevant in a world where AI is redefining what great product management looks like.Table of Contents* What AI Cannot Do and Why PM Judgment Still Matters* The New AI Literacy: What PMs Must Know by 2026* Why Building AI Products Speeds Up Some Cycles and Slows Down Others* Whether the PM, Eng, UX Trifecta Still Stands* The Biggest Risks AI Introduces Into Product Development* Actionable Advice for Early and Mid Career PMs* My Takeaways and What Really Matters Going Forward* Closing Thoughts and Coaching Practice1. What AI Cannot Do and Why PM Judgment Still MattersWe opened the panel with a foundational question. As AI becomes more capable every quarter, what is left for humans to do. Where do PMs still add irreplaceable value. It is the question every PM secretly wonders.Todd put it simply: “At the end of the day, you have to make some judgment calls. We are not going to turn that over anytime soon.”This theme came up again and again. AI is phenomenal at synthesizing, drafting, exploring, and narrowing. But it does not have conviction. It does not have lived experience. It does not feel user pain. It does not carry responsibility.Joe from Jaide Health captured it perfectly when he said: “AI cannot feel the pain your users have. It can help meet their goals, but it will not get you that deep understanding.”There is still no replacement for sitting with a frustrated healthcare customer who cannot get their clinical data into your system, or a creator on YouTube who feels the algorithm is punishing their art, or a devops engineer staring at an RCA output that feels 20 percent off.Every PM knows this feeling: the moment when all signals point one way, but your gut tells you the data is incomplete or misleading. This is the craft that AI does not have.Why judgment becomes even more important in an AI worldDavid, who runs product at a regulated health company, said something incredibly important: “Knowing what great looks like becomes more essential, not less. The PM's that thrive in AI are the ones with great product sense.”This is counterintuitive for many. But when the operational work becomes automated, the differentiation shifts toward taste, intuition, sequencing, and prioritization.Lauren asked the million dollar question. “How are we going to train junior PMs if AI is doing the legwork. Who teaches them how to think.”This is a profound point. If AI closes the gap between junior and senior PMs in execution tasks, the difference will emerge almost entirely in judgment. Knowing how to probe user problems. Knowing when a feature is good enough. Knowing which tradeoffs matter. Knowing which flaw is fatal and which is cosmetic.AI is incredible at writing a PRD. AI is terrible at knowing whether the PRD is any good.Which means the future PM becomes more strategic, more intuitive, more customer obsessed, and more willing to make thoughtful bets under uncertainty.2. The New AI Literacy: What PMs Must Know by 2026I asked the panel what AI literacy actually means for PMs. Not the hype. Not the buzzwords. The real work.Instead of giving gimmicky answers, the discussion converged on a clear set of skills that PMs must master.Skill 1: Understanding context engineeringDavid laid this out clearly: “Knowing what LMS are good at and what they are not good at, and knowing how to give them the right context, has become a foundational PM skill.”Most PMs think prompt engineering is about clever phrasing. In reality, the future is about context engineering. Feeding models the right data. Choosing the right constraints. Deciding what to ignore. Curating inputs that shape outputs in reliable ways.Context engineering is to AI product development what Figma was to collaborative design. If you cannot do it, you are not going to be effective.Skill 2: Evals, evals, evalsRami said something that resonated with the entire panel: “Last year was all about prompts. This year is all about evals.”He is right.• How do you build a golden dataset.• How do you evaluate accuracy.• How do you detect drift.• How do you measure hallucination rates.• How do you combine UX evals with model evals.• How do you decide what good looks like.• How do you define safe versus unsafe boundaries.AI evaluation is now a core PM responsibility. Not exclusively. But PMs must understand what engineers are testing for, what failure modes exist, and how to design test sets that reflect the real world.Lauren said her PMs write evals side by side with engineering. That is where the world is going.Skill 3: Knowing when to trust AI output and when to override itTodd noted: “It is one thing to get an answer that sounds good. It is another thing to know if it is actually good.”This is the heart of the role. AI can produce strategic recommendations that look polished, structured, and wise. But the real question is whether they are grounded in reality, aligned with your constraints, and consistent with your product vision.A PM without the ability to tell real insight from confident nonsense will be replaced by someone who can.Skill 4: Understanding the physics of model changesThis one surprised many people, but it was a recurring point.Rami noted: “When you upgrade a model, the outputs can be totally different. The evals start failing. The experience shifts.”PMs must understand:• Models get deprecated• Models drift• Model updates can break well tuned prompts• API pricing has real COGS implications• Latency varies• Context windows vary• Some tasks need agents, some need RAG, some need a small finetuned modelThis is product work now. The PM of 2026 must know these constraints as well as a PM of the cloud era understood database limits or API rate limits.Skill 5: How to construct AI powered prototypes in hours, not weeksIt now takes one afternoon to build something meaningful. Zero code required. Prompt, test, refine. Whether you use Replit, Cursor, Vercel, or sandboxed agents, the speed is shocking.But this makes taste and problem selection even more important. The future PM must be able to quickly validate whether a concept is worth building beyond the demo stage.3. Why Building AI Products Speeds Up Some Cycles and Slows Down OthersThis part of the conversation was fascinating because people expected AI to accelerate everything. The panel had a very different view.Fast: Prototyping and concept validationLauren described how her teams can build working versions of an AI powered Root Cause Analysis feature in days, test it with customers, and get directional feedback immediately.“You can think bigger because the cost of trying things is much lower,” she said.For founders, early PMs, and anyone validating hypotheses, this is liberating. You can test ten ideas in a week. That used to take a quarter.Slow: Productionizing AI featuresThe surprising part is that shipping the V1 of an AI feature is slower than most expect.Joe noted: “You can get prototypes instantly. But turning that into a real product that works reliably is still hard.”Why. Because:• You need evals.• You need monitoring.• You need guardrails.• You need safety reviews.• You need deterministic parts of the workflow.• You need to manage COGS.• You need to design fallbacks.• You need to handle unpredictable inputs.• You need to think about hallucination risk.• You need new UI surfaces for non deterministic outputs.Lauren said bluntly: “Vibe coding is fast. Moving that vibe code to production is still a four month process.”This should be printed on a poster in every AI startup office.Very Slow: Iterating on AI powered featuresAnother counterintuitive point. Many teams ship a great V1 but struggle to improve it significantly afterward.David said their nutrition AI feature launched well but: “We struggled really hard to make it better. Each iteration was easy to try but difficult to improve in a meaningful way.”Why is iteration so difficult.Because model improvements may not translate directly into UX improvements. Users need consistency. Drift creates churn. Small changes in context or prompts can cause large changes in behavior.Teams are learning a hard truth: AI powered features do not behave like typical deterministic product flows. They require new iteration muscles that most orgs do not yet have.4. The PM, Eng, UX Trifecta in the AI EraI asked whether the classic PM, Eng, UX triad is still the right model. The audience was expecting disagreement. The panel was surprisingly aligned.The trifecta is not going anywhereRami put it simply: “We still need experts in all three domains to raise the bar.”Joe added: “AI makes it possible for PMs to do more technical work. But it does not replace engineering. Same for design.”AI blurs the edges of the roles, but it does not collapse them. In fact, each role becomes more valuable because the work becomes more abstract.• PMs focus on judgment, sequencing, evaluation, and customer centric problem framing• Engineers focus on agents, systems, architecture, guardrails, latency, and reliability• Designers focus on dynamic UX, non deterministic UX patterns, and new affordances for AI outputsWhat does changeAI makes the PM-Eng relationship more intense. The backbone of AI features is a combination of model orchestration, evaluation, prompting, and context curation. PMs must be tighter than ever with engineering to design these systems.David noted that his teams focus more on individual talents. Some PMs are great at context engineering. Some designers excel at polishing AI generated layouts. Some engineers are brilliant at prompt chaining. AI reveals strengths quickly.The trifecta remains. The skill distribution within it evolves.5. The Biggest Risks AI Introduces Into Product DevelopmentWhen we asked what scares PMs most about AI, the conversation became blunt and honest. Risk 1: Loss of user trustLauren warned: “If people keep shipping low quality AI features, user trust in AI erodes. And then your good AI product suffers from the skepticism.”This is very real. Many early AI features across industries are low quality, gimmicky, or unreliable. Users quickly learn to distrust these experiences.Which means PMs must resist the pressure to ship before the feature is ready.Risk 2: Skill atrophyTodd shared a story that hit home for many PMs. “Junior folks just want to plug in the prompt and take whatever the AI gives them. That is a recipe for having no job later.”PMs who outsource their thinking to AI will lose their judgment. Judgment cannot be regained easily.This is the silent career killer.Risk 3: Safety hazards in sensitive domainsDavid was direct: “If we have one unsafe output, we have to shut the feature off. We cannot afford even small mistakes.”In healthcare, finance, education, and legal industries, the tolerance for error is near zero. AI must be monitored relentlessly. Human in the loop systems are mandatory. The cycles are slower but the stakes are higher.Risk 4: The high bar for AI compared to humansJoe said something I have thought about for years: “AI is held to a much higher standard than human decision making. Humans make mistakes constantly, but we forgive them. AI makes one mistake and it is unacceptable.”This slows adoption in certain industries and creates unrealistic expectations.Risk 5: Model deprecation and instabilityRami described a real problem AI PMs face: “Models get deprecated faster than they get replaced. The next model is not always GA. Outputs change. Prompts break.”This creates product instability that PMs must anticipate and design around.Risk 6: Differentiation becomes hardI shared this perspective because I see so many early stage startups struggle with it.If your whole product is a wrapper around an LLM, competitors will copy you in a week. The real differentiation will not come from using AI. It will come from how deeply you understand the customer, how you integrate AI with proprietary data, and how you create durable workflows.6. Actionable Advice for Early and Mid Career PMsThis was one of my favorite parts of the panel because the advice was humble, practical, and immediately useful.A. Develop deep user empathy. This will become your biggest differentiator.Lauren said it clearly: “Maintain your empathy. Understand the pain your user really has.”AI makes execution cheap. It makes insight valuable.If you can articulate user pain precisely.If you can differentiate surface friction from underlying need.If you can see around corners.If you can prototype solutions and test them in hours.If you can connect dots between what AI can do and what users need.You will thrive.Tactical steps:• Sit in on customer support calls every week.• Watch 10 user sessions for every feature you own.• Talk to customers until patterns emerge.• Ask “why” five times in every conversation.• Maintain a user pain log and update it constantly.B. Become great at context engineeringThis will matter as much as SQL mattered ten years ago.Action steps:• Practice writing prompts with structured context blocks.• Build a library of prompts that work for your product.• Study how adding, removing, or reordering context changes output.• Learn RAG patterns.• Learn when structured data beats embeddings.• Learn when smaller local models outperform big ones.C. Learn eval frameworksThis is non negotiable.You need to know:• Precision vs recall tradeoffs• How to build golden datasets• How to design scenario based evals for UX• How to test for hallucination• How to monitor drift• How to set quality thresholds• How to build dashboards that reflect real world input distributionsYou do not need to write the code.You do need to define the eval strategy.D. Strengthen your product senseYou cannot outsource product taste.Todd said it best: “Imagine asking AI to generate 20 percent growth for you. It will not tell you what great looks like.”To strengthen your product sense:• Review the best products weekly.• Take screenshots of great UX patterns.• Map user flows from apps you admire.• Break products down into primitives.• Ask yourself why a product decision works.• Predict what great would look like before you design it.The PMs who thrive will be the ones who can recognize magic when they see it.E. Stay curiousRami's closing advice was simple and perfect: “Stay curious. Keep learning. It never gets old.”AI changes monthly. The PM who is excited by new ideas will outperform the PM who clings to old patterns.Practical habits:• Read one AI research paper summary each week.• Follow evaluation and model updates from major vendors.• Build at least one small AI prototype a month.• Join AI PM communities.• Teach juniors what you learn. Nothing accelerates mastery faster.F. Embrace velocity and side projectsTodd said that some of his biggest career breakthroughs came from solving problems on the side.This is more true now than ever.If you have an idea, you can build an MVP over a weekend. If it solves a real problem, someone will notice.G. Stay close to engineeringNot because you need to code, but because AI features require tighter PM engineering collaboration.Learn enough to be dangerous:• How embeddings work• How vector stores behave• What latency tradeoffs exist• How agents chain tasks• How model versioning works• How context limits shape UX• Why some prompts blow up API costsIf you can speak this language, you will earn trust and accelerate cycles.H. Understand the business deeplyJoe's advice was timeless: “Know who pays you and how much they pay. Solve real problems and know the business model.”PMs who understand unit economics, COGS, pricing, and funnel dynamics will stand out.7. Tom's Takeaways and What Really Matters Going ForwardI ended the recording by sharing what I personally believe after moderating this discussion and working closely with a variety of AI teams over the past 2 years.Judgment becomes the most valuable PM skillAs AI gets better at analysis, synthesis, and execution, your value shifts to:• Choosing the right problem• Sequencing decisions• Making 55 45 calls• Understanding user pain• Making tradeoffs• Deciding when good is good enough• Defining success• Communicating vision• Influencing the orgAgents can write specs.LLMs can produce strategies.But only humans can choose the right one and commit.Learning speed becomes a competitive advantageI said this on the panel and I believe it more every month.Because of AI, you now have:• Infinite coaches• Infinite mentors• Infinite experts• Infinite documentation• Infinite learning loopsA PM who learns slowly will not survive the next decade. Curiosity, empathy, and velocity will separate great from goodMany panelists said versions of this. The common pattern was:• Understand users deeply• Combine multiple tools creatively• Move quickly• Learn constantlyThe future rewards generalists with taste, speed, and emotional intelligence.Differentiation requires going beyond wrapper appsThis is one of my biggest concerns for early stage founders. If your entire product is a wrapper around a model, you are vulnerable.Durable value will come from:• Proprietary data• Proprietary workflows• Deep domain insight• Organizational trust• Distribution advantage• Safety and reliability• Integration with existing systemsAI is a component, not a moat.8. Closing ThoughtsHosting this panel made me more optimistic about the future of product management. Not because AI will not change the job. It already has. But because the fundamental craft remains alive.Product management has always been about understanding people, making decisions with incomplete information, telling compelling stories, and guiding teams through ambiguity and being right often.AI accelerates the craft. It amplifies the best PMs and exposes the weak ones. It rewards curiosity, empathy, velocity, and judgment.If you want tailored support on your PM career, leadership journey, or executive path, I offer 1 on 1 career, executive, and product coaching at tomleungcoaching.com.OK team. Let's ship greatness. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit firesidepm.substack.com

Reality Escape Pod
S10E9 - Legendary Disney Imagineer: Doris Hardoon

Reality Escape Pod

Play Episode Listen Later Dec 2, 2025 80:08


"Guests have become more sophisticated and our product needs to follow suit." Disney Theme Parks have always been at the top when it comes to large scale, interactive entertainment attractions. Doris Hardoon is a legendary Imagineer, and we don't use that term lightly. Her creative vision has graced every Disney Castle Park on the planet, from EPCOT to Disneyland and Disneyland Paris to Disney's Animal Kingdom, Disney Cruise Line, and beyond. Doris took a break from Disney to run her own design firm working on museums and other interactive design, but she returned to Disney as the executive creative director and producer for Shanghai Disney Resort. Her career at Disney theme parks and entertainment design has spanned over four decades. She joins us on REPOD to share her design philosophy and some life advice for aspiring designers. She's had a very interesting path in her career, starting with working as a model and becoming a well-known folk singer in Hong Kong in the 1960s and 70s. I especially enjoyed hearing her talk about working on the global theme parks and how “It's important to culturally understand who you're creating the happiest places on earth for.” She talks about how to design spaces that appeal to the local audience while still maintaining an authentic Disney experience. She's now turned much of her time to mentoring the next generation of entertainment designers. In this episode, Doris shares some reflections and advice on how to build the right team to support your creative vision. She also talks about how to manage corporate politics, especially when it comes to large creative companies like Walt Disney Imagineering. Doris Hardoon is a true legend, and I hope you find this episode as inspiring as I did.   Full Show Notes   Episode Sponsors We are immensely grateful to our sponsors this season: REA Patreon Backers, PG's Playhouse, Buzzshot, and COGS. We truly appreciate your support of our mission to promote and improve the immersive gaming community.   Support Us On Patreon Today Love escape rooms as much as we do? At Room Escape Artist, we've been analyzing, reviewing, and exploring the world of immersive games since 2014. We help players find the best experiences, and push the industry forward with well-researched, rational, and reasonably humorous escape room and immersive gaming content and events. By becoming a Patreon supporter, you're not just backing a blog — you're fueling a mission to make the escape room and immersive gaming community stronger, more thoughtful, and more connected. Access exclusive Patreon content such as: The Bonus Aftershow The Spoilers Club Early access to escape room Tour tickets and REA articles. Your Patreon support goes toward our mission: paying our contributors, funding our infrastructure, and supporting deep research and industry advocacy.   PG's Playhouse If you love wordplay, puzzles, and trivia, this is the podcast for you! PG's Playhouse recreates a fun game night, all in a short, 30-minute format. Of course, what's game night without making new friends? We bring on different guests for the different episodes. Each episode features a puzzle packed with wordplay and trivia, a short chat with the guest, and a segment exploring an interesting topic. I hope you'll take a listen and play along with us at PG's Playhouse.   Buzzshot Buzzshot is Escape Room Software, Powering Business Growth, Player Marketing, and improving the Customer Experience. They offer an assortment of pre and post game features including robust waiver management, branded team photos, and streamlined review management for Yelp, TripAdvisor, Google Reviews, and Morty. Buzzshot now has integration with the other REPOD sponsors: Morty and COGS. Special Offer for REPOD Listeners: REPOD listeners get an extended 21-day free trial plus 20% off your first 3 months, with no set-up fees or hidden charges. Visit buzzshot.com/repod to learn more about this exclusive offer.   COGS COGS by Clockwork Dog is an easy to use software/ hardware platform for running interactive events, including escape rooms, and other immersive experiences. They have plug & play hardware that seamlessly integrates with their software so you can create a show with lighting and sound cues without having to write a single line of code. Map all kinds of inputs to outputs by building up simple logic steps which determine what you want to happen and when. Special Offer for REPOD Listeners: REPOD listeners can get the COGS Starter Set for only $130 + free shipping to the USA. This bundle is usually valued at $257. You can learn more and purchase your Starter Set at cogs.show. Use code REPOD at checkout.   Production Credits Hosted by David Spira & Peih-Gee Law Produced by Theresa Piazza Supported by Lisa Spira Edited by Steve Ewing Music by Ryan Elder Logo by Janine Pracht  

Restaurant Rockstars Podcast
468. How Top Restaurant Operators Master KPIs & Systems That Actually Work - Kristin Albert

Restaurant Rockstars Podcast

Play Episode Listen Later Dec 2, 2025 29:53


The systems, KPIs, and leadership habits top operators use to run high-performing restaurants without constant chaos. Learn how top restaurant operators create proactive systems, master the KPIs that matter, and lead teams that deliver five-star guest experiences consistently. In this episode, Kristin from Craveworthy Brands breaks down the operational playbook behind 20+ concepts — including how to hire the right people, develop leaders, manage sales/COGS/labor, build a strong culture, and stop running your restaurant by putting out fires. If you want a smoother operation, better profitability, and a team that actually shows up and performs, this conversation lays out exactly where to start. Watch Free Restaurant Video Training: www.restaurantacademy.online/get-free-training-owners Thank you to our sponsors: The Restaurant Academy: Everything you need to know to optimize profits, maximize sales and train your team in restaurant fundamentals! https://restaurantrockstars.com/joinacademy/ Menufy: uplevels your SEO, takes direct online orders, markets to your guests & manages your online reputation. You get a custom branded SEO optimized website, data you control without losing 30% to 3rd parties, automated customer feedback, loyalty programs, built in chargeback protection and 24/7 support. https://restaurant.menufy.com/

The Andrew Faris Podcast
She Visited 28 Chinese Manufacturers For 15 DTC Brands In One Trip. Here's What Changed In A Year.

The Andrew Faris Podcast

Play Episode Listen Later Dec 1, 2025 47:11


FOLLOW UP WITH LARALara Guevara is the CEO of Move Supply Chain, a Philippines-based supply chain agency that can help you develop new products, reduce COGS, speed up lead times, get better payment terms, and more. Schedule a call with Lara and her team at www.movesupplychain.com.Schedule time with Lara and Move Supply Chain at https://calendly.com/hello-movesupplychain/move-supply-chain-discovery-call?month=2025-11. Join Move's "Supply Chain Lounge" Slack group to get your questions answered: https://tinyurl.com/move-supplychain-loungeALSO REFERENCED IN THIS EPISODEExplore working with the designer who designed my brand and packaging at https://aronsoncreative.com/FOLLOW UP WITH ANDREW X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/andrewjfaris Email: podcast@ajfgrowth.comWork with Andrew: https://ajfgrowth.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠INTELLIGEMSIntelligems brings A/B testing to business decisions beyond copy and design. Test your pricing, shipping charges, free shipping thresholds, offers, SaaS tools, and more by clicking here: https://bit.ly/42DcmFl. Get 20% off the first 3 months with code FARIS20.RICHPANELCut your support costs by 30% and reduce tickets by 30%—guaranteed—with Richpanel's AI-first Customer Service Platform that will reduce costs, improve agent productivity & delight customers at http://www.richpanel.com/partners/ajf?utm_source=spotify.

SaaS Metrics School
Why Your Low Margin AI Company Must Be 6x Larger Than SaaS Peers

SaaS Metrics School

Play Episode Listen Later Nov 28, 2025 4:44


In episode #332, Ben Murray explains why AI companies with high inference costs and lower gross profit margins must scale dramatically faster—up to 6x larger—to match the financial performance of a comparable SaaS business. Using simple financial modeling and the core principles of SaaS economics, Ben breaks down how AI margins, variable COGS, and TAM expansion interact to shape the financial trajectory of AI-native companies. This episode builds on a recent blog post and downloadable Excel model, both linked in the show notes. Key Topics Covered Why SaaS metrics still apply to AI companies, but with different economic inputs The impact of AI inference costs on gross margin and scalability Comparing a SaaS company at 80 percent gross margin vs. an AI company at 55 percent Why an AI company needs 6x the revenue to generate the same EBITDA How lower gross profit changes cash flow, EBITDA, and company valuation Why larger TAM and higher ACV potential in AI may offset lower margins How attacking labor budgets expands revenue opportunity for AI products The myth that SaaS metrics are “broken” for AI companies Understanding how COGS scale in SaaS vs. AI and why the math still works Evaluating OPEX profiles when modeling scale scenarios How to use the downloadable template to test scenarios for your own AI or SaaS business Why This Matters This episode is critical for: AI founders modeling their unit economics SaaS founders embedding AI and needing to understand margin changes CFOs, controllers, FP&A leaders, and finance teams navigating AI cost structures Investors assessing the scalability and valuation profile of AI companies Operators planning cash runway, revenue forecasts, and growth investment Understanding these financial dynamics early ensures you can forecast accurately, raise capital more effectively, and prepare for due diligence with confidence. Resources Mentioned Full blog post on AI vs. SaaS economics: https://www.thesaascfo.com/the-real-economics-of-saas-versus-ai-companies/ SaaS Metrics Course: https://www.thesaasacademy.com/the-saas-metrics-foundation

The Selling on eBay Radio Show
Episode 138: Cyberstalking Trial Date - COGS in Listing Flow - Change in eBay Commiunication Strategy?

The Selling on eBay Radio Show

Play Episode Listen Later Nov 28, 2025 48:26


Comments? Feedback@SellSellSell.online or Facebook *** Best Offer Quirks with Multiple Quantity *** eBay Q&A on Controversial Promoted Listing Change *** Cyberstalking Case Trial Date Set (Or Watch the Movie in Canada) *** Shari's Jewelry Authentication Glitch *** Cost of Goods Now Collected when Listing *** File Your Tax Exemption Forms Now...

Reality Escape Pod
S10E8 - The PuzzleTales of PostCurious with Rita Orlov & Lauren Bello

Reality Escape Pod

Play Episode Listen Later Nov 25, 2025 67:51


"Screenwriting is like a puzzle that the writers are putting together." When a television screenwriter who loves puzzles and immersive experiences turns her attention to creating a boxed puzzle game, the result is beguiling and thoroughly engrossing. The Morrison Game Factory has a deeply intimate and emotional story that pulled at my heartstrings while still engaging my puzzle brain. Screenwriter Lauren Bello created The Morrison Game Factory as puzzle challenge during the pandemic. It would have remained a small one-off game played only by her friends until Rita Orlov of PostCurious played it. She fell in love with the game, and worked with Lauren to produce the game under the PostCurious brand. We originally interviewed Rita of PostCurious on REPOD S2E7 when her award winning game Light in the Mist had just come out. Since then, PostCurious has continually produced hit after hit, including the charming puzzle-focused Ministry of Lost Things series, along with longer epics like Emerald Echoes and Threads of Fate which is a remake of the first game that Rita became known for. PostCurious games are impeccably produced. All the games have authentic-feeling props, heavyweight paper, and a beautiful artistic flair. The puzzles are intriguing, and range from light and playful to complex and layered. The storylines are always interesting and tie into the gameplay. Rita Orlov and Lauren Bello talk about their collaboration. We also spend some time dissecting all the new PostCurious games to hit the market since we last had Rita on Reality Escape Pod. I really enjoyed learning about Lauren's writing process, especially when she described it as a series of waveforms, layering the different plots, storylines, and vibe that she's trying to achieve. If you enjoyed this episode, make sure to check out The Morrison Game Factory and PostCurious' newest game on Kickstarter, Ministry of Lost Things - Case 2: Finders Keypers.   Full Show Notes   Episode Sponsors We are immensely grateful to our sponsors this season: REA Patreon Backers, PG's Playhouse, Buzzshot, and COGS. We truly appreciate your support of our mission to promote and improve the immersive gaming community.   Support Us On Patreon Today Love escape rooms as much as we do? At Room Escape Artist, we've been analyzing, reviewing, and exploring the world of immersive games since 2014. We help players find the best experiences, and push the industry forward with well-researched, rational, and reasonably humorous escape room and immersive gaming content and events. By becoming a Patreon supporter, you're not just backing a blog — you're fueling a mission to make the escape room and immersive gaming community stronger, more thoughtful, and more connected. Access exclusive Patreon content such as: The Bonus Aftershow The Spoilers Club Early access to escape room Tour tickets and REA articles. Your Patreon support goes toward our mission: paying our contributors, funding our infrastructure, and supporting deep research and industry advocacy.   PG's Playhouse If you love wordplay, puzzles, and trivia, this is the podcast for you! PG's Playhouse recreates a fun game night, all in a short, 30-minute format. Of course, what's game night without making new friends? We bring on different guests for the different episodes. Each episode features a puzzle packed with wordplay and trivia, a short chat with the guest, and a segment exploring an interesting topic. I hope you'll take a listen and play along with us at PG's Playhouse.   Buzzshot Buzzshot is Escape Room Software, Powering Business Growth, Player Marketing, and improving the Customer Experience. They offer an assortment of pre and post game features including robust waiver management, branded team photos, and streamlined review management for Yelp, TripAdvisor, Google Reviews, and Morty. Buzzshot now has integration with the other REPOD sponsors: Morty and COGS. Special Offer for REPOD Listeners: REPOD listeners get an extended 21-day free trial plus 20% off your first 3 months, with no set-up fees or hidden charges. Visit buzzshot.com/repod to learn more about this exclusive offer.   COGS COGS by Clockwork Dog is an easy to use software/ hardware platform for running interactive events, including escape rooms, and other immersive experiences. They have plug & play hardware that seamlessly integrates with their software so you can create a show with lighting and sound cues without having to write a single line of code. Map all kinds of inputs to outputs by building up simple logic steps which determine what you want to happen and when. Special Offer for REPOD Listeners: REPOD listeners can get the COGS Starter Set for only $130 + free shipping to the USA. This bundle is usually valued at $257. You can learn more and purchase your Starter Set at cogs.show. Use code REPOD at checkout.   Production Credits Hosted by David Spira & Peih-Gee Law Produced by Theresa Piazza Supported by Lisa Spira Edited by Steve Ewing Music by Ryan Elder Logo by Janine Pracht  

successfulstylistacademy
Where Does Our Money Go? The Waterfall Map for Salon Profits

successfulstylistacademy

Play Episode Listen Later Nov 25, 2025 47:12


In this episode of the Successful Stylist Academy Podcast, Ambrosia pulls back the curtain on one of the most confusing parts of running a profitable business as an independent stylist or salon owner: where your money actually goes. Instead of just looking at your bank balance and hoping for the best, she walks you through a simple "waterfall" visual so you can see how every dollar flows through your business, into costs, marketing, overhead, education, and finally: profit. You'll learn realistic percentage benchmarks for each category, the most common money leaks that silently eat into your income, and how to fix them without adding more hours behind the chair. If you've ever felt busy but not truly profitable, this conversation will help you reclaim your confidence, your cash flow, and your long-term freedom. Get FREE access to our Creative Service Profit Maker Webinar now!  The booking software that makes my job easier is GlossGenius with AI support to make tasks as simple as clicking a button! Try it out for 2 weeks FREE: https://glossgenius.biz/AmbrosiaCarey Want more episodes like this? Drop a review here & tell us what you want to hear more of: https://podcasts.apple.com/us/podcast/successful-stylist-academy/id1584273127 Key Take-Aways: 1. Think of your business like a waterfall, not just a bank balance. 2. Money flows from the faucet into a series of "glass cups" : direct costs, client acquisition, overhead, growth, and finally profit. 3. When you see each glass clearly, you stop assuming all the money in your bank account is truly yours and start treating it as money with a job.   4. Get clear on your direct costs (COGS) so every bowl of color is profitable.  5. Direct costs include anything you touch, mix, or use on your client: color, lightener, developer, foils, gloves, towels, shampoo, conditioner, cleaning supplies, and even credit card fees.  6. Aim to keep these costs around 10–12% of your total revenue, and know that once you creep toward 15–20%, it is a danger zone and a clear sign you need a price increase.  7. Stop overordering and start pricing services with product usage in mind. 8. Common leaks include buying too much inventory, letting products expire, turning unsold retail into backbar, and never updating prices when suppliers raise theirs. 9. Fix this by using systems or software to track inventory, calculating your cost per scoop or per gram, and doing a quick monthly inventory check so your shelves are lean and intentional, not a graveyard of old product.   10. Track your Customer Acquisition Cost (CAC) so your marketing actually pays you back. 11. Your CAC includes ads, promos, new client discounts, referral rewards, branding shoots, social media time, website, and booking software that help you get clients in the door. 12. A healthy benchmark is 5–10% of your revenue, and a simple formula is: if you spend $200 on ads and get 5 new clients, your CAC is $40 per client and each client should bring in at least four times that in lifetime value.   13. Prioritize retention over constant hustle for new clients. 14. Common mistakes are chasing visibility without conversion, not tracking where new clients come from, and focusing more on strangers online than on the guests already in your chair. 15. Track first-time versus repeat clients monthly, create a simple referral system with a clear reward, and double down on the platforms and efforts that are actually sending you clients, not just likes.  16. Audit your overhead before it quietly drains your profit. 17. Overhead includes rent or booth rent, utilities, Wi-Fi, insurance, software, accounting, subscriptions, cleaning, payroll taxes, and benefits. 18. Ideally, this lands between 35–45% of your total revenue, and when it creeps toward 50% or higher, you either need to cut costs, raise prices, or both to keep your business from tipping upside down.   19. Be ruthless with subscriptions and intentional with tax planning. 20.Typical leaks are paying for apps and tools you no longer use, overspending on décor or space that does not match your income level, and failing to save ahead for taxes. 21. Quarterly, comb through subscriptions, automate your bookkeeping and reports, and move around 30% of your profit into a separate tax or high-yield savings account so you are not surprised at year-end.  22. Treat education, events, and travel as growth costs; not automatic write-offs. 23. Hair shows, classes, coaching, membership programs, flights, hotels, and meals are powerful when they are strategic, but expensive when they are random. 24. Try to keep these growth costs under about 8–10% of your annual revenue, give every class a clear action plan for how you will turn it into income, and look for ways to turn trips into content, offers, or digital assets you can reuse.   25. Decide how your profit will be divided before it hits your account. 26. Profit is what remains after all buckets are filled, and it is not the same as your paycheck.  27. A sample breakdown is: 30% for taxes, 10% for emergency reserves, 10–15% to reinvest in education, marketing, or tools, and 45–55% to pay yourself, so every dollar has a purpose instead of disappearing.  28. Do a simple money audit and fix just one leak this month. 29. Look at last month's income and write down what you spent on supplies, client acquisition, overhead, and education, then see what was truly left as profit.   Get 15% off Pharmagel, our favorite skincare line with code SSA15: http://www.pharmagel.net/discount/ssa15?redirect=%2F%3Fafmc%3Dssa15  

The Andrew Faris Podcast
The EXACT Product Strategy Powering This 9-Figure 6,000 SKU Brand (With Katy Mimari From Caden Lane)

The Andrew Faris Podcast

Play Episode Listen Later Nov 24, 2025 60:36


Katy Mimari is the founder and CEO of Caden Lane, a 9-figure baby gifts and apparel brand. Learn more and shop for yourself at www.cadenlane.com.MOVE SUPPLY CHAINPay less for COGS, get shorter lead times, and improve payment terms in your supply chain with help from Move Supply Chain at https://⁠movesupplychain.com⁠.RICHPANELCut your support costs by 30% and reduce tickets by 30%—guaranteed—with Richpanel's AI-first Customer Service Platform that will reduce costs, improve agent productivity & delight customers at http://www.richpanel.com/partners/ajf?utm_source=spotify.FOLLOW UP WITH ANDREW X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/andrewjfaris ⁠⁠Email: podcast@ajfgrowth.comWork with Andrew:⁠ ⁠https://ajfgrowth.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

FinPod
Corporate Finance Explained | The Financial Strategies of Subscription-Based Businesses

FinPod

Play Episode Listen Later Nov 20, 2025 18:47


FinPod: Subscription Economics: Mastering LTV, Churn, and Recurring RevenueThe Subscription Economy has fundamentally reshaped corporate finance, moving the focus from one-time sales to long-term customer relationships. For professionals in FP&A, IR, and Corporate Strategy, understanding this shift is critical for forecasting and valuation.In this episode of Corporate Finance Explained on FinPod, we break down the unique financial mechanics of recurring revenue, examine key metrics, and explore how the most successful companies manage this model.The Core Shift: Value & Metrics: The subscription model swaps short-term cash hits for long-term predictability, which investors reward with higher valuation multiples.The Critical Ratio (LTV:CAC): We break down the relationship between Customer Lifetime Value (LTV) and Customer Acquisition Cost (CAC). Learn why the benchmark is LTV ≥ 3x CAC and the pitfalls of inflating LTV with non-recurring revenue.The Accounting Challenge: We explain revenue recognition (ASC 606/IFRS 15) and the concept of Deferred Revenue. Cash is received upfront, but revenue is recognized over time, which can make financial statements appear less profitable during high-growth periods.The Cautionary Tale: Analysis of MoviePass reveals the danger of fundamentally broken unit economics, where the cost to serve the customer (CoGS) was higher than the subscription fee, accelerating the path to bankruptcy.Strategic Playbooks & Success Stories: Successful companies master the mechanics of growth and retention, managing complex P&Ls and investor expectations:The Content Giant (Netflix): The challenge of balancing liquidity and leverage while managing billions in content amortization to drive retention and reduce churn (even a half-percent increase means millions in lost ARR).The SaaS Pioneer (Salesforce): Leveraging deferred revenue as an interest-free loan and obsessively tracking Net Revenue Retention (NRR), measuring if existing customers increase their spending over time.The Strategic Pivot (Adobe): The painful but successful transition from a lumpy license model to the predictable Creative Cloud subscription, which required transparent communication to manage market expectations.The Hybrid Model (Peloton, Amazon Prime): Understanding that the high-cost hardware sale is primarily a customer acquisition channel for the much more valuable, low-cost recurring content stream.The Modern Finance Mandate: Mastering the subscription model requires blending traditional corporate rigor with data science:Cohort Analysis: Shifting forecasting models to track groups of customers based on sign-up time, revealing granular insights into renewal rates, upgrades, and churn patterns.Proactive Scenario Modeling: Forward-looking planning (FP&A) must run rigorous sensitivity analyses, modeling the impact if CAC jumps 15% or if churn spikes, to prepare leadership for potential volatility.Communication is Strategy: Clearly articulating metrics like NRR and the path for LTV expansion to maintain premium public market valuations.

Reality Escape Pod
S10E7 - The Best Escape Room in the World: Jonathan Driscoll and Sacha St. Denis of Escaparium

Reality Escape Pod

Play Episode Listen Later Nov 18, 2025 65:48


" We're evolving the [escape room] experience towards something that's more theatrical, with puzzling, gaming, and immersive art all together." Magnifico is currently (as of November 2025) the top escape room in the world, as voted on by experienced escape room enthusiasts. For 2.5 hours, we were transported to another world where magic is real and anything is possible. This game was a culmination of Escaparium's signature style: epically sized and meticulously built sets with large-scale puzzles that involve the whole team, and meaningful stories told through both gameplay and theatrical moments featuring live actors. Jonathan Driscoll and Sacha St. Denis are the owners and driving force behind Escaparium, in Laval, Canada (just outside of Montreal). Since their previous appearance on REPOD, they've cemented their spot as one of the top companies in world. Last year, in 2024, they captured the #1 and #3 spots on the TERPECA rankings, with their games Magnifico and Forgotten Cathedral, respectively. Wardrobe for Sale ranked at #14, and Lost Island of the Voodoo Queen ranked at #37 in the world. It's clearly not a fluke. Escaparium is consistently creating world-class games, year after year, and when they're not busy opening new games, they're renovating and remodeling old experiences. Rain Corp. has been given a make-over into Ctrl Alt Reboot. They are also overhauling their lobby once again, creating an immersive bar experience featuring a crashed space ship. Jonathan and Sacha joined us to talk about their new games, what's driving them, and where they're getting inspiration. My biggest takeaway from this conversation was that they are very involved in the escape room community and industry. They are constantly traveling and playing games. They attend every convention. For them, it's always about the details. If even one small detail inspires their next idea, Jonathan says it's gold. That's the mindset they instill in their whole team as well.   Episode Sponsors We are immensely grateful to our sponsors this season: REA Patreon Backers, PG's Playhouse, Buzzshot, and COGS. We truly appreciate your support of our mission to promote and improve the immersive gaming community.   Support Us On Patreon Today Love escape rooms as much as we do? At Room Escape Artist, we've been analyzing, reviewing, and exploring the world of immersive games since 2014. We help players find the best experiences, and push the industry forward with well-researched, rational, and reasonably humorous escape room and immersive gaming content and events. By becoming a Patreon supporter, you're not just backing a blog — you're fueling a mission to make the escape room and immersive gaming community stronger, more thoughtful, and more connected. Access exclusive Patreon content such as: The Bonus Aftershow The Spoilers Club Early access to escape room Tour tickets and REA articles. Your Patreon support goes toward our mission: paying our contributors, funding our infrastructure, and supporting deep research and industry advocacy.   PG's Playhouse If you love wordplay, puzzles, and trivia, this is the podcast for you! PG's Playhouse recreates a fun game night, all in a short, 30-minute format. Of course, what's game night without making new friends? We bring on different guests for the different episodes. Each episode features a puzzle packed with wordplay and trivia, a short chat with the guest, and a segment exploring an interesting topic. I hope you'll take a listen and play along with us at PG's Playhouse.   Buzzshot Buzzshot is Escape Room Software, Powering Business Growth, Player Marketing, and improving the Customer Experience. They offer an assortment of pre and post game features including robust waiver management, branded team photos, and streamlined review management for Yelp, TripAdvisor, Google Reviews, and Morty. Buzzshot now has integration with the other REPOD sponsors: Morty and COGS. Special Offer for REPOD Listeners: REPOD listeners get an extended 21-day free trial plus 20% off your first 3 months, with no set-up fees or hidden charges. Visit buzzshot.com/repod to learn more about this exclusive offer.   COGS COGS by Clockwork Dog is an easy to use software/ hardware platform for running interactive events, including escape rooms, and other immersive experiences. They have plug & play hardware that seamlessly integrates with their software so you can create a show with lighting and sound cues without having to write a single line of code. Map all kinds of inputs to outputs by building up simple logic steps which determine what you want to happen and when. Special Offer for REPOD Listeners: REPOD listeners can get the COGS Starter Set for only $130 + free shipping to the USA. This bundle is usually valued at $257. You can learn more and purchase your Starter Set at cogs.show. Use code REPOD at checkout.   Production Credits Hosted by David Spira & Peih-Gee Law Produced by Theresa Piazza Supported by Lisa Spira Edited by Steve Ewing Music by Ryan Elder Logo by Janine Pracht  

Scottish Watches
Scottish Watches Podcast #727 : Crazy Cogs and Wicked Wheels – This Weeks New Watches

Scottish Watches

Play Episode Listen Later Nov 17, 2025 56:23


As we gear up for the most laid-back, sun-soaked horological gathering on the planet, here is what's been happening in the watch world. Starting with a hands-on look at the... The post Scottish Watches Podcast #727 : Crazy Cogs and Wicked Wheels – This Weeks New Watches appeared first on Scottish Watches.

SaaS Metrics School
When Should Founders Fire Themselves as the CFO?

SaaS Metrics School

Play Episode Listen Later Nov 13, 2025 4:20


At what point should a founder stop running finance and accounting and hand the numbers to an expert? In episode #328, Ben Murray walks through the inflection points when SaaS founders should consider hiring a bookkeeper and/or fractional CFO to protect data accuracy, improve forecasting, and strengthen company valuation. You'll learn the warning signs that your financial systems and reporting are holding back growth—and how to build a finance function that scales with your business. What You'll Learn When to hire help by ARR stage Monthly close discipline: Why closing your books every month—accurately—is critical for investor trust. Accrual vs. cash accounting: How switching methods reveals true business performance. COGS clarity: Setting up a SaaS P&L that separates revenue streams, COGS, and OPEX for real gross-margin insight. Retention readiness: Why your MRR schedule (revenue by customer by month) is worth its weight in gold. Cash-flow forecasting: How to move beyond the bank-balance mentality to proactive cash planning. Investor presentation: Ensuring your metrics, slide deck, and financial statements tie together cleanly. Why It Matters For Founders: Delegating finance isn't failure—it's a strategic step toward sustainable scaling and higher valuation. For CFOs and Advisors: Knowing these trigger points helps you coach founders on financial readiness. For Investors: A disciplined monthly close and clean P&L build confidence in revenue quality and forecasting accuracy. Key Takeaways Growth dictates urgency: the faster you scale, the earlier you need finance expertise. A bookkeeper should close the books by mid-month to avoid costly cleanup later. Move to accrual accounting to show economic performance and support fundraising. Create an accurate MRR schedule to prove retention and ARR health to investors. Build a basic forecast to manage cash runway and hiring decisions with confidence. Resources Mentioned SaaS Metrics Foundation Course: https://www.thesaasacademy.com/the-saas-metrics-foundation Finance 101 for Founders: https://www.thesaasacademy.com/finance-101-for-saas-founders Quote from Ben “Just like I couldn't go in and code your product, most founders can't scale as CFO. At some point, finance needs a specialist so the business can keep growing on solid data.”

Reality Escape Pod
S10E6 - Play as Learning: Breakout EDU with Adam Bellow

Reality Escape Pod

Play Episode Listen Later Nov 11, 2025 67:00


"Bringing the escape room to the classroom." I might be just a teeny bit obsessed with disguising learning as play, and being tricked into learning. There is a joy to figuring things out for yourself, and iterating on past knowledge to further your skills. Besides the fun of solving puzzles, there is also a real sense of collaboration and the payoff from combining observation skills with critical thinking. Enter educator Adam Bellow. He saw the potential in escape rooms to hone the soft skills of team-building, communication, and problem solving. So he created his company, Breakout EDU, to bring escape rooms to the classroom. This comes in the form of a kit that includes multiple locks, cipher wheels, and black lights, and other props. Then on the Breakout EDU platform, teachers can choose from thousands of games, resetting the Breakout EDU kit to fit the game format. Adam joins us on Reality Escape Pod to talk about creating escape rooms for kids, especially in an academic setting. The Breakout EDU games all adhere to an academic curriculum, and also incorporate their "4 Cs" - communication, collaboration, critical thinking, and creativity. I really enjoyed learning about the "4 C" cards that students use to explore different concepts after the game. These cards ask follow-up questions like "How would this game work if you didn't play verbally?" Even as an adult, playing escape rooms has helped me learn to be a better team player. I'm glad that school kids today have this opportunity too. To learn more, visit the Breakout EDU website or check out the resources below.   Full Shownotes   Episode Sponsors We are immensely grateful to our sponsors this season: REA Patreon Backers, PG's Playhouse, Buzzshot, and COGS. We truly appreciate your support of our mission to promote and improve the immersive gaming community.   Support Us On Patreon Today Love escape rooms as much as we do? At Room Escape Artist, we've been analyzing, reviewing, and exploring the world of immersive games since 2014. We help players find the best experiences, and push the industry forward with well-researched, rational, and reasonably humorous escape room and immersive gaming content and events. By becoming a Patreon supporter, you're not just backing a blog — you're fueling a mission to make the escape room and immersive gaming community stronger, more thoughtful, and more connected. Access exclusive Patreon content such as: The Bonus Aftershow The Spoilers Club Early access to escape room Tour tickets and REA articles. Your Patreon support goes toward our mission: paying our contributors, funding our infrastructure, and supporting deep research and industry advocacy.   PG's Playhouse If you love wordplay, puzzles, and trivia, this is the podcast for you! PG's Playhouse recreates a fun game night, all in a short, 30-minute format. Of course, what's game night without making new friends? We bring on different guests for the different episodes. Each episode features a puzzle packed with wordplay and trivia, a short chat with the guest, and a segment exploring an interesting topic. I hope you'll take a listen and play along with us at PG's Playhouse.   Buzzshot Buzzshot is Escape Room Software, Powering Business Growth, Player Marketing, and improving the Customer Experience. They offer an assortment of pre and post game features including robust waiver management, branded team photos, and streamlined review management for Yelp, TripAdvisor, Google Reviews, and Morty. Buzzshot now has integration with the other REPOD sponsors: Morty and COGS. Special Offer for REPOD Listeners: REPOD listeners get an extended 21-day free trial plus 20% off your first 3 months, with no set-up fees or hidden charges. Visit buzzshot.com/repod to learn more about this exclusive offer.   COGS COGS by Clockwork Dog is an easy to use software/ hardware platform for running interactive events, including escape rooms, and other immersive experiences. They have plug & play hardware that seamlessly integrates with their software so you can create a show with lighting and sound cues without having to write a single line of code. Map all kinds of inputs to outputs by building up simple logic steps which determine what you want to happen and when. Special Offer for REPOD Listeners: REPOD listeners can get the COGS Starter Set for only $130 + free shipping to the USA. This bundle is usually valued at $257. You can learn more and purchase your Starter Set at cogs.show. Use code REPOD at checkout.   Production Credits Hosted by David Spira & Peih-Gee Law Produced by Theresa Piazza Supported by Lisa Spira Edited by Steve Ewing Music by Ryan Elder Logo by Janine Pracht  

SaaS Metrics School
The Dirty Secrets Behind SaaS Gross Margins

SaaS Metrics School

Play Episode Listen Later Nov 11, 2025 4:56


Your gross margin might not be telling the truth. In episode #327, Ben Murray exposes the seven “dirty secrets” that distort SaaS gross margins — from incorrect COGS coding to missing allocations for shared resources and misclassified expenses. Whether you're a CFO, finance lead, or operator, you'll learn how to clean up your P&L and get accurate unit economics that reflect your true performance and valuation. What You'll Learn The 7 big offenders that make SaaS gross margins misleading. How to correctly code payment processing fees (Stripe, ACH, wire) under DevOps in COGS. The difference between internal-use software and third-party apps embedded in your product. How to classify customer success — adoption-focused vs. account management. Why demo and test environments must be allocated properly between departments. How to ensure fully burdened expenses (wages, taxes, benefits, bonuses) are coded correctly. The impact of co-mingled headcount on margins by revenue stream. Why department leaders belong in the departments they manage. Why It Matters For Founders: Clean accounting drives higher (or preserved) company valuation and investor confidence. For Finance Teams: Accurate COGS and gross profit ensure your SaaS metrics are reliable. For Operators: Clear expense allocation helps identify efficiency opportunities in support, services, and DevOps. For Investors: Properly structured financial systems and accounting practices make due diligence faster and cleaner. Key Takeaways Misclassified expenses can make your gross margin appear stronger or weaker than it really is. Always differentiate between OpEx and COGS — the foundation of credible financial modeling. Track margins by revenue stream (subscription, usage, services) for true business insight. Ensure your P&L reflects fully burdened costs per department — including contractors. Clean financial data = higher trust from investors and buyers. Resources Mentioned SaaS Metrics Foundation Course: https://www.thesaasacademy.com/the-saas-metrics-foundation Quote from Ben “Your P&L doesn't lie — but bad coding does. If your COGS and OpEx aren't clean, your gross margin isn't either.”

The Infinite Escape Room
Puzzle Creators React: It's Always Sunny in Philadelphia

The Infinite Escape Room

Play Episode Listen Later Nov 9, 2025 43:05


In this new series, we put our professional puzzle design experience to good use and look at escape rooms in film and TV as if they were real escape rooms. In this podcast we're looking at the escape room episode of It's Always Sunny in Philadelphia, "The Gang Escapes". Follow Mairi, Jamie, and special guest Alex Hylands-White as they put the room through its paces and discuss what improvements they'd make to make it a better escape room. Alex brings a wealth of escape room experience through his work as a designer at Clockwork Dog and Marketing Director at COGS. COGS is a show control software and hardware platform used to create and manage interactive live experiences like escape rooms, haunted houses, and immersive theater. It allows operators to easily design automated puzzles, control effects such as lights and sounds, and manage hardware like sensors and locks through a user-friendly interface, all without requiring complex programming skills. Hosts: Jamie Gibbs, Mairi Nolan Special Guest: Alex Hylands-White, Marketing Director of Clockwork Dog and COGS Editor: Jamie Gibbs All links to our social media profiles and our Patreon programme over at https://linktr.ee/theinfiniteescaperoom

Reality Escape Pod
S10E5 - Ambitious and Unhinged: Stephen & Stevie Kristof of 60 to Escape

Reality Escape Pod

Play Episode Listen Later Nov 4, 2025 71:42


"Quietly ambitious and a bit unhinged." Somewhere in the Midwest, a talented young couple is quietly building an escape room empire. Their company, 60 to Escape, has over 12 different escape rooms across 3 locations, a puzzle-filled mini-golf experience, and a haunt so extensive and scenic that it was used as the set for a horror movie called Haunt Season on Amazon Prime. Stephen Kristof literally has entertainment in his blood. His parents owned a family entertainment center, and he grew up bouncing around mini-golf, go carts, and fixing the arcade machines. Growing up, Stephen always wanted to work at a haunt, but he was too young. So at the ripe young age of thirteen, he presented his parents with business plan for opening up his own haunt, and his first venture was born. In the course of running the haunt, they brought in a talented young SFX makeup artist named Stevie Calabrese (now Stevie Kristof). During haunt season, she manages four other artists as they get eighty performers into costumes and makeup in under two hours. Stephen and Stevie met, fell in love, and became "The Steves." They now run their immersive entertainment ventures together, crafting and creating much of it themselves, along with their team of talented folks. If either of them look familiar, you may have seen them on a reality show. Stephen was a contestant on Season 1 of Holey Moley, a zany mini-golf reality competition show, and Stevie was a contestant on Season 9 of Face Off, a special effects makeup reality competition show. I really enjoyed hearing them talk about their commitment to the customer experience, and their dedication to production value and creativity. Their company 60 to Escape was part of the Escape Immerse Explore tour in the Chicago area in 2025. Episode Sponsors We are immensely grateful to our sponsors this season: REA Patreon Backers, PG's Playhouse, Buzzshot, and COGS. We truly appreciate your support of our mission to promote and improve the immersive gaming community.   Support Us On Patreon Today Love escape rooms as much as we do? At Room Escape Artist, we've been analyzing, reviewing, and exploring the world of immersive games since 2014. We help players find the best experiences, and push the industry forward with well-researched, rational, and reasonably humorous escape room and immersive gaming content and events. By becoming a Patreon supporter, you're not just backing a blog — you're fueling a mission to make the escape room and immersive gaming community stronger, more thoughtful, and more connected. Access exclusive Patreon content such as: The Bonus Aftershow The Spoilers Club Early access to escape room Tour tickets and REA articles. Your Patreon support goes toward our mission: paying our contributors, funding our infrastructure, and supporting deep research and industry advocacy.   PG's Playhouse If you love wordplay, puzzles, and trivia, this is the podcast for you! PG's Playhouse recreates a fun game night, all in a short, 30-minute format. Of course, what's game night without making new friends? We bring on different guests for the different episodes. Each episode features a puzzle packed with wordplay and trivia, a short chat with the guest, and a segment exploring an interesting topic. I hope you'll take a listen and play along with us at PG's Playhouse.   Buzzshot Buzzshot is Escape Room Software, Powering Business Growth, Player Marketing, and improving the Customer Experience. They offer an assortment of pre and post game features including robust waiver management, branded team photos, and streamlined review management for Yelp, TripAdvisor, Google Reviews, and Morty. Buzzshot now has integration with the other REPOD sponsors: Morty and COGS. Special Offer for REPOD Listeners: REPOD listeners get an extended 21-day free trial plus 20% off your first 3 months, with no set-up fees or hidden charges. Visit buzzshot.com/repod to learn more about this exclusive offer.   COGS COGS by Clockwork Dog is an easy to use software/ hardware platform for running interactive events, including escape rooms, and other immersive experiences. They have plug & play hardware that seamlessly integrates with their software so you can create a show with lighting and sound cues without having to write a single line of code. Map all kinds of inputs to outputs by building up simple logic steps which determine what you want to happen and when. Special Offer for REPOD Listeners: REPOD listeners can get the COGS Starter Set for only $130 + free shipping to the USA. This bundle is usually valued at $257. You can learn more and purchase your Starter Set at cogs.show. Use code REPOD at checkout.   Production Credits Hosted by David Spira & Peih-Gee Law Produced by Theresa Piazza Supported by Lisa Spira Edited by Steve Ewing Music by Ryan Elder Logo by Janine Pracht  

SaaS Metrics School
Your Implementation Team Could Be Killing Your Gross Profit Margin

SaaS Metrics School

Play Episode Listen Later Nov 1, 2025 4:25


Your implementation and professional services teams could be quietly eroding your gross profit margin — and most SaaS leaders don't even realize it. In episode #324, Ben Murray explains how unclear COGS structure, mispriced services, and untracked internal resources can distort your unit economics and lower your overall SaaS valuation. If your service margins are negative or your gross profit doesn't match expectations, this episode shows you exactly where to look — and how to fix it. What You'll Learn Why implementation teams often kill gross profit without you noticing. How to calculate services margins by setting up clean revenue streams and COGS cost centers. The right services gross margin target. Why doing “free” onboarding work can destroy your unit economics. How underpricing services or blending resources (support, CS, services) skews your financial reporting. The balance between protecting ARR and monetizing implementation revenue. How to fix your SaaS P&L for visibility into margins by revenue stream. Why It Matters For CFOs & Founders: Misclassified or underpriced services directly lower gross profit, cash flow, and company valuation. For Finance Teams: Clean COGS and OPEX separation creates accurate financial modeling, ARR margins, and retention-linked profitability. For Investors: Understanding margins by revenue stream signals financial discipline and scalability. For Operators: Properly scoped and priced services keep customer onboarding efficient and profitable. Key Takeaways Every SaaS company should know gross margin by revenue stream (subscription, usage, services). Services losing 20–30% gross margin dilute your financial performance and cash flow forecasting. Accurate classification drives better SaaS metrics, including CAC payback, Cost of ARR, and LTV:CAC. A well-structured financial system is your best defense against margin erosion. Resources Mentioned Episode 323: Should Professional Services Be COGS or OPEX? SaaS Metrics Foundation Course: https://www.thesaasacademy.com/the-saas-metrics-foundation Quote from Ben “If you don't know your margins by revenue stream, you can't manage them — and services might be the silent killer of your gross profit.”

The Andrew Faris Podcast
AI Made Our Agency Better — and Harder to Run

The Andrew Faris Podcast

Play Episode Listen Later Oct 31, 2025 23:16


MOVE SUPPLY CHAINPay less for COGS, get shorter lead times, and improve payment terms in your supply chain with help from Move Supply Chain at https://⁠movesupplychain.com⁠.INTELLIGEMSIntelligems brings A/B testing to business decisions beyond copy and design. Test your pricing, shipping charges, free shipping thresholds, offers, SaaS tools, and more by clicking here: https://bit.ly/42DcmFl. Get 20% off the first 3 months with code FARIS20.//Most eCommerce founders are being sold a fantasy about AI — instant efficiency, zero friction, unlimited growth. The truth? For most operators, implementing AI creates new layers of complexity before it delivers real results.In this episode, Andrew Faris breaks down how his agency, AJF Growth, is actually integrating AI into their creative process — from scripting and ad generation to process design and client delivery. You'll hear the unfiltered reality of what's working, what's breaking, and what every operator should know before betting their systems on automation.If you lead a 7–9 figure brand or agency and are trying to scale profitably in the age of AI, this conversation will save you months of frustration. Learn how to think like an engineer about context, process, and adoption — so you can turn AI from a shiny object into a real advantage.//CHAPTER TITLES:00:01:11 - The Complications of A.I.00:04:10 - AI First Processes00:08:41 - Using The Tools To Scale Creatives00:12:48 - A.I. Tool Updates & Changing Brands00:18:56 - How To Get People To Use AI Properly00:21:14 - Adoption of AI Long Term//SUBSCRIBE TO MY CHANNEL FOR 2X/WEEKLY UPLOADS!//ADMISSIONGet the best media buying training on the Internet + a free coaching call with Common Thread Collective's media buyers when you sign up for ADmission here: ⁠⁠https://www.youradmission.co/andrew-faris-podcast⁠//FOLLOW UP WITH ANDREW X: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://x.com/andrewjfaris ⁠Email: podcast@ajfgrowth.comWork with Andrew: ⁠https://ajfgrowth.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

SaaS Metrics School
Should Your Implementation Team Be Coded to COGS or OpEX?

SaaS Metrics School

Play Episode Listen Later Oct 30, 2025 5:43


Where do professional services belong on a SaaS P&L—COGS or OPEX? In episode #323, Ben clarifies how to code implementation, onboarding, custom integrations, and the tricky custom development work that sometimes blurs the line with R&D. You'll learn how correct classification protects gross profit, keeps investor metrics credible, and supports a higher company valuation. - What You'll Learn What counts as Professional Services When custom dev is OPEX (R&D) vs. COGS How to handle integrations Why coding accuracy matters Practical P&L structure - Why It Matters (Finance & Investor Lens) Gross Profit Integrity: Correct COGS ensures reliable margins by revenue stream (subscription, services, usage) that investors expect. Credible SaaS metrics: Clean separation supports accurate CAC payback (GM-adjusted), Cost of ARR, and LTV:CAC. Valuation: Transparent accounting and financial systems reduce diligence friction and improve confidence in revenue quality. Operator Clarity: Treat Professional Services as a self-sustaining business unit with clear targets for utilization and margin. - Quick Checklist Distinct GLs for subscription, usage, services revenue Fully burdened Services COGS (wages, taxes, benefits, travel, tools) Separate custom dev tracking (R&D vs. billable services) Clear DevOps/hosting in COGS for delivery costs CS in COGS only if non-selling (no quota/commission) - Resources Mentioned Guide: How to Structure a SaaS P&L (COGS vs. OPEX, margins by stream): https://www.thesaascfo.com/how-to-structure-your-saas-pl/ Course: SaaS Metrics Foundation: https://www.thesaasacademy.com/the-saas-metrics-foundation - Quote from Ben “Code services where the work and dollars actually live. If you blur R&D and Services, you'll either hurt gross profit—or your OpEx profile. Either way, investors will notice.”

Reality Escape Pod
S10E4 - The Worlds Largest Trivia Contest with Jim "The Oz" Oliva

Reality Escape Pod

Play Episode Listen Later Oct 28, 2025 65:52


"  Think of it as a wild Midwestern version of the MIT mystery hunt  for a slightly different crowd where people drink quite a bit more." For three whole days, over 10,000 trivia challengers descend on the tiny town of Stevens Point, Wisconsin, for The World's Largest Trivia Contest. The contest runs on the local college radio station at the University of Wisconsin- Stevens Point for 54 hours straight, asking eight questions per hour. Teams have only the length of two radio songs to call in their answer. Yup, that's right. You call into the radio, old school style. It's a madcap frenzy of teams frantically searching through bins of catalogued items spanning from cereal boxes to DVD covers, or racking their brains to remember an obscure cartoon reference. For 43 years Jim “Oz” Oliva was ringmaster of this trivia circus. He wrote most of the questions and organized the contest. Jim revels in finding the most obscure bits of trivia to throw at his players. In response, teams have amassed entire rooms filled with snack packaging, atlases, and the booklets from CDs, among other items. With the advent of the internet, Jim had to change how he formatted the questions to stay ahead of searchable keywords. You can hear the glee in Jim's voice when he talks about all the techniques he devised to outmaneuver trivia players. He even had to hold onto all of the garbage from the question writing room otherwise players have been known to go through the trash, attempting to gain an edge over the competition. Jim is blunt, funny, and mischievous. I really enjoyed hearing all his stories from his many years of running this crazy trivia contest and learning about the wild culture surrounding it. In our Bonus Aftershow, REA contributers Heather Burns and Theresa Piazza join us to share their perspective on the trivia contest. Heather has been involved in the trivia contest for over 20 years, and Theresa joined Heather for the first time last year. It was wild to hear all about how they prepare for three crazy days of trivia with a revolving door of team members marshalling to rifle through bins of material and sleeping in shifts. I hope you enjoy this episode about The World's Largest Trivia Contest.     Episode Sponsors We are immensely grateful to our sponsors this season: REA Patreon Backers, PG's Playhouse, Buzzshot, and COGS. We truly appreciate your support of our mission to promote and improve the immersive gaming community.   Support Us On Patreon Today Love escape rooms as much as we do? At Room Escape Artist, we've been analyzing, reviewing, and exploring the world of immersive games since 2014. We help players find the best experiences, and push the industry forward with well-researched, rational, and reasonably humorous escape room and immersive gaming content and events. By becoming a Patreon supporter, you're not just backing a blog — you're fueling a mission to make the escape room and immersive gaming community stronger, more thoughtful, and more connected. Access exclusive Patreon content such as: The Bonus Aftershow The Spoilers Club Early access to escape room Tour tickets and REA articles. Your Patreon support goes toward our mission: paying our contributors, funding our infrastructure, and supporting deep research and industry advocacy.   PG's Playhouse If you love wordplay, puzzles, and trivia, this is the podcast for you! PG's Playhouse recreates a fun game night, all in a short, 30-minute format. Of course, what's game night without making new friends? We bring on different guests for the different episodes. Each episode features a puzzle packed with wordplay and trivia, a short chat with the guest, and a segment exploring an interesting topic. I hope you'll take a listen and play along with us at PG's Playhouse.   Buzzshot Buzzshot is Escape Room Software, Powering Business Growth, Player Marketing, and improving the Customer Experience. They offer an assortment of pre and post game features including robust waiver management, branded team photos, and streamlined review management for Yelp, TripAdvisor, Google Reviews, and Morty. Buzzshot now has integration with the other REPOD sponsors: Morty and COGS. Special Offer for REPOD Listeners: REPOD listeners get an extended 21-day free trial plus 20% off your first 3 months, with no set-up fees or hidden charges. Visit buzzshot.com/repod to learn more about this exclusive offer.   COGS COGS by Clockwork Dog is an easy to use software/ hardware platform for running interactive events, including escape rooms, and other immersive experiences. They have plug & play hardware that seamlessly integrates with their software so you can create a show with lighting and sound cues without having to write a single line of code. Map all kinds of inputs to outputs by building up simple logic steps which determine what you want to happen and when. Special Offer for REPOD Listeners: REPOD listeners can get the COGS Starter Set for only $130 + free shipping to the USA. This bundle is usually valued at $257. You can learn more and purchase your Starter Set at cogs.show. Use code REPOD at checkout.   Production Credits Hosted by David Spira & Peih-Gee Law Produced by Theresa Piazza Supported by Lisa Spira Edited by Steve Ewing Music by Ryan Elder Logo by Janine Pracht  

Profit Answer Man: Implementing the Profit First System!
Ep 292 Maximizing Business Value: Lessons from 800+ Deals with Matt Uhler

Profit Answer Man: Implementing the Profit First System!

Play Episode Listen Later Oct 28, 2025 46:48


Maximizing Business Value: Lessons from 800+ Deals with Matt Uhler The Cash Discipline That Saves—or Sells—Your Business Most companies don't go under because they lack revenue. They go under because they run out of cash. And the worst part? It doesn't happen overnight. It happens slowly… then suddenly. One month, you're profitable. The next, you're panicking over payroll and wondering what went wrong. In this episode, I sit down with Matt Uhler—a business broker and owner who's evaluated over 2,500 companies, completed 800+ transactions, and personally owned more than 35 businesses. Matt has seen it all: the slow leaks, the bad habits, and the simple financial blind spots that quietly destroy good companies. He's also seen what fixes them—disciplined cash management, clear financial dashboards, and owners who treat their business like an asset, not an ATM. Key Lessons from the Conversation with Matt Uhler: Cash Is the Real Failure Point. Most businesses don't collapse because of competition or bad strategy — they fail when they run out of cash. Profit on paper doesn't equal money in the bank. Lesson: Cash flow is oxygen. Without reserves, one slow quarter can suffocate your business. Protect Your Operating Capital Floor. Matt's formula: Accounts Receivable (avg. days outstanding) + 1 Month of Fixed Expenses = Your Minimum Reserve. Lesson: Treat this number like sacred ground. No owner draws or distributions until you're above that floor. Watch the Percentages, Not Just the Dollars. Only about 10% of business owners track financials by percentages — yet that's where the truth hides. Lesson: A 2% increase in labor, 1% rise in COGS, and a few missed invoices can quietly erase your entire profit margin. "Creep" Will Kill Your Profit. Profit erosion happens quietly — small leaks across pricing, payroll, or waste. Lesson: Five small 2% inefficiencies equal a 10% hit to profit. Track it monthly and fix leaks early before they become habits. Run Sale-Ready, Even If You're Not Selling. Buyers pay a premium for companies with systems, diversified revenue, and consistent cash flow — but those same traits make your business easier and safer to run today. Lesson: Operate like you'll sell in three years. You'll earn more now and later. Key Takeaway: Cash discipline isn't boring—it's freedom. When your reserves are full, you sleep better, make smarter decisions, and stop chasing bad business just to survive. A profitable business is one that's calm, clear, and ready for whatever comes next. Bio: Matt Uhler is far from a typical business broker and acquisition strategist. Over the course of his 27-year career, he has evaluated more than 2,500 businesses, completed over 800 transactions, and successfully owned and operated more than 35 businesses across multiple industries. Matt's journey was not without its challenges. In fact, he attributes much of his expertise to the early setbacks he faced, where he learned firsthand the pitfalls that derail many entrepreneurs. What set him apart, however, was his ability to turn those experiences into powerful lessons. This mindset, combined with his focus on strategic partnerships and creative deal structures, has allowed him to help countless clients build wealth through small business acquisitions. Matt is founder of Amped Success, a company dedicated to educating and empowering entrepreneurs, business owners, and investors with the tools they need to confidently navigate acquisitions. He is also the creator of the Buyer's Acquisition Formula, a proven framework that is designed to reduce risk and maximize opportunities for long-term success. 27 Years Experience Over 35 Businesses Owned Over 800 Deals Closed Over 2,500 Deals Evaluated $250+ Million Transactions Funded Links: Website: http://www.ampedsuccess.com/ Facebook: https://www.facebook.com/profile.php?id=61557299191227&mibextid=wwXIfr&rdid=uV765w5z0S5PYnmb&share_url=https%3A%2F%2Fwww.facebook.com%2Fshare%2F19x2KTYQCb%2F%3Fmibextid%3DwwXIfr# LinkedIn: https://www.linkedin.com/in/matt-uhler-a9896612?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_app Instagram: https://www.instagram.com/ampedsuccess?igsh=MWRrOTA1MWthOThlcA%3D%3D&utm_source=qr TikTok: https://www.tiktok.com/@ampedsuccess?_t=ZP-8tXABIpBHxu&_r=1 YouTube: https://www.youtube.com/@AmpedSuccess Conclusion: Most businesses don't fail from lack of opportunity — they fail from lack of cash discipline. It's not the big mistake that kills them, it's the small 1–2% leaks that add up over time. Matt reminded us that every owner needs a cash reserve floor — your operating capital formula of accounts receivable plus one month of fixed expenses. That's your safety net. Never draw below it. He also showed how tracking percentages instead of just totals helps you catch problems early — before the slow slide becomes a sudden crash. And finally, the mindset shift: run your business as if you'll sell it someday. Whether you do or not, that discipline makes your company stronger, more profitable, and less stressful to run. So take a moment after this episode — look at your numbers. Where has "creep" slipped in? How much runway would you have if revenue stopped for 60 days? And do you have the systems and reserves that let you sleep well at night? #ProfitFirst #CashFlow #OperatingCapital #BusinessFinance #OwnerPay #SmallBusinessProfit #Profitability Watch the full episode on YouTube: https://www.youtube.com/@profitanswerman Sign up to be notified when the next cohort of the Profit First Experience Course is available! Profit First Toolkit: https://lp.profitcomesfirst.com/landing-page-page Relay Bank (affiliate link): https://relayfi.com/?referralcode=profitcomesfirst Profit Answer Man Facebook group: https://www.facebook.com/groups/profitanswerman/ My podcast about living a richer more meaningful life: http://richersoul.com/ Music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.

SaaS Metrics School
Essential SaaS Metrics for a Series A Raise

SaaS Metrics School

Play Episode Listen Later Oct 28, 2025 6:28


Raising a Series A? Your story matters—but your SaaS metrics may close the deal. In episode #322, Ben outlines the investor-ready metrics founders must prepare. You'll learn what each metric signals to investors, how it ties to valuation, and where founders slip on accounting and financial systems. Why It Matters (Investor Lens) Investor metrics translate your story and traction into company valuation (multiples tied to growth + retention quality). Clean financial modeling depends on accurate accounting (COGS vs OPEX), solid financial systems, and reliable unit economics. Segmented metrics (by ACV/product/segment) de-risk assumptions and speed due diligence. Resources Mentioned Blog: Essential Series A Metrics (+ deep dives for each metric): https://www.thesaascfo.com/essential-saas-metrics-for-a-series-a-fundraise/ Course: SaaS Metrics Foundation: https://www.thesaasacademy.com/the-saas-metrics-foundation Quote from Ben “In Series A, the story still matters—but the metrics support the story that investors underwrite.”

Reality Escape Pod
S10E3 - Will & Kim Rutherford, Escape Artist Greenville

Reality Escape Pod

Play Episode Listen Later Oct 21, 2025 67:28


"With a performer, players can make their own stories." Will and Kim Rutherford met at a summer pool party while in college. Kim recruited Will to help her win a floaty race across the pool. Alas, they lost. " I thought the floaty race was for fun and apparently it was for, I don't know, life bragging rights or something," says Will. Since then, the couple have gone on to many other creative adventures, including creating home haunts. Will even proposed to Kim on Halloween while they were both still in their costumes. So when Will and Kim played their first escape room, they immediately thought it could be like a permanent home haunt experience that they didn't have to tear down and put up every year. They jumped in with both feet, and although they made a lot of mistakes along the way, Escape Artist Greenville was born. Today they have the second highest ranked escape room in the USA (Castle Fluffendor). They've also created a three-hour experience that combines three of their top escape rooms into one narratively cohesive saga called The Chimera Corp Saga. REA reviewer Matthew Stein calls it “a masterpiece of episodic storytelling.” Will and Kim join us on REPOD to talk about the thought process behind their compelling games. I especially appreciated hearing about how they're escape room enthusiasts themselves, and regularly travel the world playing games and seeking inspiration. They tell us, “we are trying to go to the most diverse, immersive experiences that we can and seek out things that actually are a little outside of our comfort zone.” The Rutherfords have also recently joined the team at Keepers of Balance and helped them launch their first project, the epic Temple of Light, which recently won a Golden Lock award. Will and Kim have a boundless enthusiasm for the escape room industry, and I hope you find this conversation as inspiring as I did.     Episode Sponsors We are immensely grateful to our sponsors this season: REA Patreon Backers, PG's Playhouse, Buzzshot, and COGS. We truly appreciate your support of our mission to promote and improve the immersive gaming community.   Support Us On Patreon Today Love escape rooms as much as we do? At Room Escape Artist, we've been analyzing, reviewing, and exploring the world of immersive games since 2014. We help players find the best experiences, and push the industry forward with well-researched, rational, and reasonably humorous escape room and immersive gaming content and events. By becoming a Patreon supporter, you're not just backing a blog — you're fueling a mission to make the escape room and immersive gaming community stronger, more thoughtful, and more connected. Access exclusive Patreon content such as: The Bonus Aftershow The Spoilers Club Early access to escape room Tour tickets and REA articles. Your Patreon support goes toward our mission: paying our contributors, funding our infrastructure, and supporting deep research and industry advocacy.   PG's Playhouse If you love wordplay, puzzles, and trivia, this is the podcast for you! PG's Playhouse recreates a fun game night, all in a short, 30-minute format. Of course, what's game night without making new friends? We bring on different guests for the different episodes. Each episode features a puzzle packed with wordplay and trivia, a short chat with the guest, and a segment exploring an interesting topic. I hope you'll take a listen and play along with us at PG's Playhouse.   Buzzshot Buzzshot is Escape Room Software, Powering Business Growth, Player Marketing, and improving the Customer Experience. They offer an assortment of pre and post game features including robust waiver management, branded team photos, and streamlined review management for Yelp, TripAdvisor, Google Reviews, and Morty. Buzzshot now has integration with the other REPOD sponsors: Morty and COGS. Special Offer for REPOD Listeners: REPOD listeners get an extended 21-day free trial plus 20% off your first 3 months, with no set-up fees or hidden charges. Visit buzzshot.com/repod to learn more about this exclusive offer.   COGS COGS by Clockwork Dog is an easy to use software/ hardware platform for running interactive events, including escape rooms, and other immersive experiences. They have plug & play hardware that seamlessly integrates with their software so you can create a show with lighting and sound cues without having to write a single line of code. Map all kinds of inputs to outputs by building up simple logic steps which determine what you want to happen and when. Special Offer for REPOD Listeners: REPOD listeners can get the COGS Starter Set for only $130 + free shipping to the USA. This bundle is usually valued at $257. You can learn more and purchase your Starter Set at cogs.show. Use code REPOD at checkout.   Production Credits Hosted by David Spira & Peih-Gee Law Produced by Theresa Piazza Supported by Lisa Spira Edited by Steve Ewing Music by Ryan Elder Logo by Janine Pracht  

Reality Escape Pod
S10E2 - Exploring Stephen Sondheim's Deep Relationship with Puzzles (ft. Barry Joseph)

Reality Escape Pod

Play Episode Listen Later Oct 14, 2025 67:29


"The Shakespeare of our time." Stephen Sondheim practically reinvented musicals with his flair for theatrical storytelling through his lyrics and music. A lesser known fact is that Sondheim also played a huge role in the puzzling world. Before he was famous for musicals like West Side Story, Sweeney Todd, and Sundays in the Park with George, Sondheim was the first puzzle editor for New York Magazine in the 1960s. Sondheim's obsession with puzzles and games lasted his whole life. He discovered escape rooms while in his 80s, and played many of them! Sondheim famously said "art, in itself, is an attempt to bring order out of chaos," and the same could very much be said for puzzles. Barry Joseph joins us on REPOD to talk about his new book, Matching Minds with Sondheim, which dives into Sondheim's love of puzzles and games. The types of puzzles spanned everything from crosswords, to treasure hunts, jigsaw puzzles, and parlour games. Little known fact—Stephen Sondheim is credited with bringing British style cryptic crosswords to the USA! He also commissioned custom jigsaw puzzles as opening night gifts for the cast and crew of his Broadway shows. As prolific as Sondheim was with his musicals, he was equally invested in his puzzles and games. Guest Barry Joseph digs deep into all the different ways Sondheim incorporated puzzles into his creative work and daily life. If you found this topic interesting, be sure to get his book, Matching Minds with Sondheim and check out his podcast of the same name. I'd recommend starting with the two podcast episodes that featured our very own David and Lisa Spira: Escape Room Episode (ft. Lisa & David), Jigsaw Puzzles Episode (ft. David).   Episode Sponsors We are immensely grateful to our sponsors this season: REA Patreon Backers, PG's Playhouse, Buzzshot, and COGS. We truly appreciate your support of our mission to promote and improve the immersive gaming community.   Support Us On Patreon Today Love escape rooms as much as we do? At Room Escape Artist, we've been analyzing, reviewing, and exploring the world of immersive games since 2014. We help players find the best experiences, and push the industry forward with well-researched, rational, and reasonably humorous escape room and immersive gaming content and events. By becoming a Patreon supporter, you're not just backing a blog — you're fueling a mission to make the escape room and immersive gaming community stronger, more thoughtful, and more connected. Access exclusive Patreon content such as: The Bonus Aftershow The Spoilers Club Early access to escape room Tour tickets and REA articles. Your Patreon support goes toward our mission: paying our contributors, funding our infrastructure, and supporting deep research and industry advocacy.   PG's Playhouse If you love wordplay, puzzles, and trivia, this is the podcast for you! PG's Playhouse recreates a fun game night, all in a short, 30-minute format. Of course, what's game night without making new friends? We bring on different guests for the different episodes. Each episode features a puzzle packed with wordplay and trivia, a short chat with the guest, and a segment exploring an interesting topic. I hope you'll take a listen and play along with us at PG's Playhouse.   Buzzshot Buzzshot is Escape Room Software, Powering Business Growth, Player Marketing, and improving the Customer Experience. They offer an assortment of pre and post game features including robust waiver management, branded team photos, and streamlined review management for Yelp, TripAdvisor, Google Reviews, and Morty. Buzzshot now has integration with the other REPOD sponsors: Morty and COGS. Special Offer for REPOD Listeners: REPOD listeners get an extended 21-day free trial plus 20% off your first 3 months, with no set-up fees or hidden charges. Visit buzzshot.com/repod to learn more about this exclusive offer.   COGS COGS by Clockwork Dog is an easy to use software/ hardware platform for running interactive events, including escape rooms, and other immersive experiences. They have plug & play hardware that seamlessly integrates with their software so you can create a show with lighting and sound cues without having to write a single line of code. Map all kinds of inputs to outputs by building up simple logic steps which determine what you want to happen and when. Special Offer for REPOD Listeners: REPOD listeners can get the COGS Starter Set for only $130 + free shipping to the USA. This bundle is usually valued at $257. You can learn more and purchase your Starter Set at cogs.show. Use code REPOD at checkout.   Production Credits Hosted by David Spira & Peih-Gee Law Produced by Theresa Piazza Supported by Lisa Spira Edited by Steve Ewing Music by Ryan Elder Logo by Janine Pracht  

The Boardroom Buzz Pest Control Podcast
QB54: From Backyard Prototype to Big-Box Shelves — Mike Silva's Playbook for Building a Tailgate Phenomenon

The Boardroom Buzz Pest Control Podcast

Play Episode Listen Later Oct 2, 2025 57:24


Part inventor, part hustler, part one-man media team—Mike Silva turned a Thanksgiving garbage-can game into QB54: a dual-purpose football game you play (then sit in). The Blue-Collar Twins dig into how he went from beach-day preorders to manufacturing at scale, survived COVID freight shocks, landed in 200 Dick's Sporting Goods stores, and kept his family in the ride the whole way. You'll hear: The origin story: buckets to chairs, a light-bulb prototype, and first cash-in-hand preorders on the Jersey Shore.Testing before betting: small runs, tailgate demos, and learning to trust (but verify) manufacturers.Retail reality: terms, freight, tariffs, drayage—and why “getting in” is nothing without “selling through.”Media engine: eight years of footage, smart ad buying, ROAS/CAC basics, and turning reactions into conversion.Resilience & risk: six-figure debt, family support, mentor advice (“stay even keel”), and the grit to keep moving.What's next: Shark Tank exposure, overseas distribution, and a potential soccer variant. Show links: From Gym Teachers to Service Leaders: The Julio Twins' Story | Last Bite Mosquito, Viking Pest https://youtu.be/DAYxtzhswxs From PE Teachers to Pest Control Owners: The Julio Twins Share Their POTOMAC Experience https://youtu.be/HAx9noqsqTo https://www.linkedin.com/in/paulgiannamore www.potomaccompany.com https://bluecollartwins.com Produced by: www.verbell.ltd Timestamps 00:00 – Cold open: “Believe in yourself… good things happen.” 00:41 – Meet Mike Silva, co-founder of QB54; what the game is and how it works 02:02 – Thanksgiving genesis: garbage cans, CB antennas, and a lifelong idea 03:54 – 2015–2016 decision to launch; neighbor won't stop playing → “we might have something” 06:00 – First prototypes, the beach test, and 15 preorders from strangers 08:06 – Finding a factory, early small runs, and learning to test the market first 10:00 – Stadium-to-stadium hustle; bringing the kids and paying per sale 12:06 – Patents 101: provisional, design, utility—why protection mattered 14:20 – Family partnership, buying out his brother, and staying “even keel” through highs/lows 17:01 – The debt valley: $600k+, COVID container shock, and clawing back with ads 20:04 – Retail education: 90-day terms, consignment risk, Bed Bath test that needed in-store demos 23:59 – Freight, tariffs, drayage, warehousing—why COGS is only the start 27:01 – Marketing misfires, learning skepticism, and finding the right 3PL (“ShipDaddy”) 30:30 – Best day ever: 320 units in one day (and the ad spend behind it) 33:00 – Building the media machine: years of footage → Facebook/Google/TikTok wins 38:00 – Influencers, content gaps, and why reliability beats free product 41:20 – Brand placements (Corona/Labatt/retail displays) and the need to show how it plays 46:10 – Shark Tank journey: audition, pitch, and air date set (Oct 1) 49:50 – Community & peers: Founders Group, Crossnet lessons, and real-talk playbooks 53:40 – Exit possibilities, athlete interest, and league/sport potential 55:57 – Close: why the sale still feels like a rush and what 2025 could unlock