Podcasts about Saas

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    Best podcasts about Saas

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    Latest podcast episodes about Saas

    State of Demand Gen
    How a $25M SaaS Company Discovered a $3.5M Blind Spot in its Revenue Engine

    State of Demand Gen

    Play Episode Listen Later Jan 8, 2026 36:33


    In this episode, Carolyn and Amber break down a real-world case study of a $25M ARR enterprise SaaS company in a highly regulated industry that came to Passetto with strong teams, active demand, and declining win rates...but no reliable way to explain the genetic makeup of their deals or prove how marketing influenced revenue.We break down what surfaced during a 14-day analysis: why most opportunities had no clear lineage, how underperforming channels like paid search were absorbing spend without driving meaningful conversion, and how marketing influence effectively disappeared once deals entered the sales cycle.Most importantly, we share how rebuilding visibility across the funnel can turn win rate into a controllable lever, and why we estimate this shift alone could unlock ~$1M in incremental revenue, without increasing pipeline volume, budget, or headcount.We break down the insights their team uncovered:Why 80% of opportunities ($3.5M) had no explainable lineage, making pipeline creation effectively invisibleWhy paid search underperformed by driving low-intent traffic instead of pipeline-ready buyersHow marketing influence dropped to near zero in late-stage deals, leaving active opportunities unsupportedWhy win rate, not pipeline volume, was the primary revenue constraintHow improving visibility alone created a clear, estimated ~$1M revenue upside using the existing pipeline and budgetThis episode shows how a clear view into what actually drives revenue became a forcing function for action, giving this team's leadership the confidence to move fast, fix foundational gaps, and use the findings as a business case for planning the first two quarters of 2026.

    INspired INsider with Dr. Jeremy Weisz
    [SaaS & Israel Series] Mastering Product-Led Growth in SaaS With Yoni Tserruya

    INspired INsider with Dr. Jeremy Weisz

    Play Episode Listen Later Jan 8, 2026 49:18


    Yoni Tserruya is the Co-founder and CEO of Lusha, an AI-powered sales intelligence platform built for B2B teams. Under his leadership, Lusha has grown to serve over one million users and more than 15,000 customers worldwide, raising over $40 million in funding. With a background as an iOS developer, Yoni is passionate about product-led growth and building AI-driven tools that help sales teams automate outreach, personalize engagement, and have more effective, human conversations at scale. In this episode… Modern sales success depends on timing, relevance, and insight — not just volume. Teams everywhere are searching for ways to identify real buying intent and reach prospects before competitors do. What does it take to build a system that turns raw data into meaningful, high-conversion conversations? According to Yoni Tserruya, a seasoned SaaS founder and product-led growth advocate, the answer lies in listening closely to users and letting behavior guide strategy. He explains how shifting focus from assumptions to real usage patterns revealed a massive opportunity in sales intelligence, prompting a pivotal pivot that reshaped the company's trajectory. By prioritizing accurate data, seamless integrations, and AI-driven automation, this approach enabled sales teams to move from generic outreach to signal-based engagement.  In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz sits down with Yoni Tserruya, Co-founder and CEO of Lusha, to discuss building an AI-first sales intelligence platform through product-led growth. They explore pivoting based on user behavior, leveraging real-time data signals, and scaling a SaaS company with a freemium model. Yoni also shares insights on team building, automation, and the future of RevOps in an AI-driven world.

    Real Estate Masters Podcast
    #82 How AI Is QUIETLY Changing Real Estate Investing | Stephanie Betters

    Real Estate Masters Podcast

    Play Episode Listen Later Jan 7, 2026 41:31


    How AI Will Take Over Real Estate reveals why TV advertising is still one of the most reliable ways to bring in high-value leads and motivated sellers. In this interview with real estate investor and SaaS founder Stephanie Betters, you'll learn how strong systems, clean data, AI, and strategic TV ads for business can keep you in the game for the next 10–15 years. We talk about what makes a profitable TV commercial, why your CRM data is your real "gold," and how to think like long-term operators instead of short-term hustlers. If you want marketing that builds credibility, authority, and deal flow while your competition fights for clicks online, this episode is for you. _______________________________  If you want to learn how to run your business in 5 hours or less.... Go to https://www.5HourBusiness.com   Subscribe to my YouTube channel:    / @tonyjavierbiz     And if you're into flying and want to follow my Aviation journey, check out my other YouTube channel at    / @tonyjaviertv   _______________________________ Follow me on Social Media: Tiktok -   / tonyjavier.tv   Instagram -   / tonyjavier.tv   Facebook Personal -   / tonyejavier   Facebook Business -   / realtonyjavier   ________________________________________ If you want to dominate your Real Estate Market with TV commercials, go here: https://www.ClaimMyMarket.com   If you want to connect with me and my network, go to https://tonyjavier.com/connect   If you want to check out Tony's Real Estate Resources and Vendors go to https://www.TonyJavier.com/resources ________________________________________ Tony is the owner of an INC 5000-rated Real Estate Investment Company. He has been featured in Bigger Pockets, Wholesaling INC, Steve Trang's Real Estate Disruptors, Joe Fairless' Best Ever Podcast, and many other top podcasts and platforms.   When Tony is not working on his business, he enjoys flying his plane. You can see videos on that and how he uses airplanes to save money on taxes.   Don't forget to like the video, comment, subscribe to my channel, and share this with a friend if I'm doing my job and providing value to you and your network. If I'm not doing my job please let me know in the comments how I can be better, your feedback is greatly appreciated. See you in the next video!

    Brands On Brands On Brands
    Unlocking Virality: The Secrets to Going Viral with Austin Armstrong | Ep. 339

    Brands On Brands On Brands

    Play Episode Listen Later Jan 7, 2026 39:58


    Unlocking Virality: The Secrets to Going Viral with Austin Armstrong. In this episode, Austin Armstrong, creator, strategist, and author of 'Virality: Your Playbook for How to Use AI and Social Media Marketing to Go Viral and Get Paid,' shares insights on creating content that garners massive engagement. He discusses strategies for generating intrigue through titles, the importance of broad content, and constructing a successful content funnel. Armstrong delves into the concept of 'ethical clickbait,' the importance of authenticity, and how leveraging AI tools can enhance content creation. He also emphasizes the significance of using new forms of lead magnets like micro SaaS tools.  00:27 Meet Austin Armstrong: The Viral Content Expert 01:00 Secrets to Going Viral: Intrigue and Broad Appeal 04:06 The Power of Broad Content and Funnels 07:10 Crafting Content Strategies: Testing and Iteration 11:22 The Importance of Hooks and Curiosity Gaps 15:00 Balancing Authenticity and Strategy 20:35 Choosing the Right Social Media Platform  23:34 Leveraging AI for Content Strategy 31:09 The Future of Lead Magnets: Micro SaaS  37:26 Final Thoughts and Inspirations This is the Brands On Brands Podcast with Brandon Birkmeyer www.brandsonbrands.com Don't forget to get your own personal branding scorecard at: https://www.brandsonbrands.com/scorecard CONNECT WITH ME Connect with me on social media: https://www.brandsonbrands.com/mylinks READ MY BOOK - FRONT & CENTER LEADERSHIP I launched a new book and author website. Check it out here. https://www.brandonbirkmeyer.com/fcl CHECK OUT MY COURSES Get tactical trainings and access to one-on-one coaching! https://www.brandsonbrands.com/courses SUBSCRIBE TO THE NEWSLETTER Get the latest news and trends on all things personal branding and the creator economy. https://www.brandsonbrands.com/newsletter

    Sub Club
    How a Single Paywall Experiment Generated $50M – Jeff Morris, Chapter One, Ex-Tinder

    Sub Club

    Play Episode Listen Later Jan 7, 2026 53:21


    The Cloudcast
    20 Years of OSS Databases

    The Cloudcast

    Play Episode Listen Later Jan 7, 2026 25:56


    Peter Zairsev (@PeterZaitsev, Founder of @Percona) talks about the history of OSS databases, and how AI is reshaping the demands on modern databases. SHOW: 991SHOW TRANSCRIPT: The Cloudcast #991 TranscriptSHOW VIDEO: https://youtube.com/@TheCloudcastNET NEW TO CLOUD? CHECK OUT OUR OTHER PODCAST: "CLOUDCAST BASICS" SHOW NOTES:Percona websiteTopic 1 - Welcome to the show, Peter. Give everyone a brief introduction, and we'll also dig into the details of Percona after that.Topic 2 - Percona is basically a household name in our space. Part of that is the excellent tech, and part of that is the longevity. Tell everyone the origin story of Percona.Topic 3 - How have OSS databases evolved? Going back 20 years is a bit far, but what recent trends stand out? How have cloud (i.e. the hyperscalers) and SaaS in particular changed this landscape Topic 4 - Percona plays in the same space, and with, MySQL, MongoDB, PostgreSQL. If you don't mind, help everyone connect the dots there and why that matters.Topic 5 - What are the typical business cases and implementations you are seeing today? What are organizations trying to solve for the most?Topic 6 - How has AI and the rise of embeddings and vector databases impacted the OSS space? What are your thoughts here? Is this complementary/competitive/both?Topic 7 - What do you wish people knew more about Percona?FEEDBACK?Email: show at the cloudcast dot netBluesky: @cloudcastpod.bsky.socialTwitter/X: @cloudcastpodInstagram: @cloudcastpodTikTok: @cloudcastpod

    E64: Numeral CEO Sam Ross: Why I Abandoned My Profitable Business to Raise $50M for Something "Boring"

    Play Episode Listen Later Jan 7, 2026 35:48


    In this episode, Sasha Orloff sits down with Sam Ross, founder and CEO of Numeral and former product leader at Teespring and Airbnb, about raising Series B funding from Mayfield (following Benchmark's Series A and Uncork's seed) to build what he calls "the most boring AI company"—an end-to-end sales tax automation platform that uses AI to eliminate the manual burden of multi-state and international tax compliance for e-commerce and SaaS businesses, transforming a traditionally services-heavy industry into a fully automated solution that handles everything from nexus analysis and registration to filings and government correspondence. -- SPONSORS: Notion Boost your startup with Notion—the ultimate connected workspace trusted by thousands worldwide! From engineering specs to onboarding and fundraising, Notion keeps your team organized and efficient. For a limited time, get 6 months of Notion AI FREE to supercharge your workflow. Claim your offer now at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://notion.com/startups/puzzle⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Puzzle

    The Executive Appeal
    EP 204: Scaling SaaS Culture with Compassion and Accountability with Jessica Short

    The Executive Appeal

    Play Episode Listen Later Jan 7, 2026 49:56


    Jessica Short joins Alex Tremble in this high-energy, real-world conversation about what it truly takes to lead with heart—while still driving business results.As a seasoned Chief Human Capital Officer in the SaaS industry, Jessica has built people-first, performance-driven cultures across rapidly scaling organizations and complex M&A transitions. In this episode, she breaks down how leaders can balance compassion with accountability using a simple but powerful lens: Product, Profit, and People.You'll hear proven strategies for advocating meaningful policies inside organizations, even when budgets are tight. Jessica explains why the best HR leaders act as a bridge between employees and the business, how to make “yes” easier for decision-makers, and how creativity—not rigid cookie-cutter thinking—creates loyalty and long-term retention.In this episode, you'll learn:-How to evaluate workplace culture holistically through the “3Ps”-Why HR must be a strategic partner from day one of any merger or acquisition-Practical ways managers can support employees even without formal policies-How to disarm executives by pairing ideas with cost-saving solutions-Mindset shifts that help leaders scale organizations without burning outThis conversation is perfect for leaders navigating fast-growth environments who want to influence better decisions, protect their teams, and create workplaces where people thrive alongside the bottom line.

    Invest Like the Best with Patrick O'Shaughnessy
    Reed Hastings - Building Netflix - [Invest Like the Best, EP.453]

    Invest Like the Best with Patrick O'Shaughnessy

    Play Episode Listen Later Jan 6, 2026 61:33


    My guest today is Reed Hastings, the co-founder and former longtime CEO of Netflix. Netflix is an example of two ideas that everyone talks about, but are extremely hard to do in practice. The first is finding a simple idea and taking it extraordinarily seriously. Reed talks about how even the DVD business was nothing more than a stepping stone toward streaming, which they envisioned from the company's inception in 1997. The second is talent density, and what it actually takes to set and sustain an exceptionally high bar over decades as a company grows.  We talk about how those ideas shaped Netflix's culture and strategy, what Reed learned from mistakes like Qwikster, and why Netflix treated content like a venture portfolio. We also discuss Reed's work today. He shares how he's thinking about AI, what he's learned from serving on the boards of Microsoft, Meta, Anthropic, and Bloomberg, and what excites him about Powder Mountain, the ski resort he acquired after Netflix. Please enjoy my conversation with Reed Hastings. For the full show notes, transcript, and links to mentioned content, check out the episode page ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠.⁠⁠⁠⁠⁠⁠⁠⁠ ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠Ramp⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ramp's mission is to help companies manage their spend in a way that reduces expenses and frees up time for teams to work on more valuable projects. Go to⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠ramp.com/invest⁠ to sign up for free and get a $250 welcome bonus. ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Vanta. Trusted by thousands of businesses, Vanta continuously monitors your security posture and streamlines audits so you can win enterprise deals and build customer trust without the traditional overhead. Visit vanta.com/invest.  ----- This episode is brought to you by Rogo. Rogo is an AI-powered platform that automates accounts payable workflows, enabling finance teams to process invoices faster and with greater accuracy. Learn more at Rogo.ai/invest. ----- This episode is brought to you by ⁠WorkOS⁠. WorkOS is a developer platform that enables SaaS companies to quickly add enterprise features to their applications. Visit ⁠WorkOS.com⁠ to transform your application into an enterprise-ready solution in minutes, not months. ----- This episode is brought to you by⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Ridgeline⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Ridgeline has built a complete, real-time, modern operating system for investment managers. It handles trading, portfolio management, compliance, customer reporting, and much more through an all-in-one real-time cloud platform. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ridgelineapps.com. ----- Editing and post-production work for this episode was provided by The Podcast Consultant (⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://thepodcastconsultant.com⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠). Timestamps (00:00:00) Sponsors (00:03:33) Welcome to Invest Like The Best (00:04:29) Intro (00:05:43) Sponsors (00:07:16) The Concept of Talent Density (00:11:19) Evaluating Talent (00:13:47) Managing on the Edge of Chaos (00:14:51) Why Netflix Gave Large Severance Packages (00:16:37) The Keeper's Test (00:17:07) The Qwikster Mistake (00:19:15) The Informed Captain (00:20:39) How to Come Up with Good Ideas (00:22:32) Transitioning to Streaming (00:23:05) Being on the Board of Facebook, Microsoft, Anthropic & Bloomberg (00:26:25) The Role of a Board Member (00:29:37) Sponsors (00:30:15) Why Netflix Had Open Compensation (00:32:04) Netflix's Content Strategy (00:37:52) Competing with YouTube and Traditional TV (00:39:23) Creating Hit Content (00:40:02) Impact of AI on Netflix (00:41:24) Innovations in Show Formats (00:43:23) Sponsors (00:43:44) Netflix's Technology Backbone (00:45:29) Expanding into Gaming (00:46:06) Lessons from Failed Projects (00:47:30) Financial Strategy and Capital Allocation (00:50:27) Stepping Down as CEO (00:50:52) Powder Mountain (00:56:08) Focus on Education and AI (00:59:00) Risks and Benefits of AI (01:00:56) The Kindest Thing (01:02:56) Sponsors

    The Happy Hustle Podcast
    Creator FLYWHEELS: Empowering and Scaling Your Business with Founder of ConvertKit, Nathan Barry

    The Happy Hustle Podcast

    Play Episode Listen Later Jan 6, 2026 65:45


    Ever wondered how some businesses skyrocket to success while others seem to spin their wheels endlessly? In our latest episode of the Happy Hustle Podcast, we dive deep into the world of flywheels with Nathan Barry, the mastermind behind ConvertKit. With a SaaS empire generating over $40 million per year, Nathan spills the beans on how he keeps the wheels turning smoothly in his business and how you can do the same.Nathan is not just your typical entrepreneur; he's a designer, writer, podcaster, father, husband, soon-to-be airplane pilot, and of course, a Happy Hustler.Join us as we uncover the secrets behind Nathan's tangible tactical flywheels that can revolutionize the way you approach your business tasks. From creating momentum to leveraging specific strategies, Nathan breaks down the four laws of flywheels.Discover how these principles can skyrocket your business growth and streamline your operations. Plus, learn about revenue and reach flywheels, the importance of focus, and posture in entrepreneurship, and actionable steps for creating a referral flywheel.Tune in to the episode now and let Nathan guide you through the transformative power of flywheels. In this episode, you will learn: 03:15 Understanding Flywheels11:18 The Four Laws of Flywheels25:49 Creating a Referral Flywheel29:24 Conclusion and Action Steps32:45 The Importance of Posture in Entrepreneurship35:01 The Posture in Sales and Recruiting37:20 Building a Successful SaaS Company38:15 The Challenges of SaaS and the Skills Needed43:08 The Long Game in Building a SaaS Company46:07 Happy Hustle Hacks: Health, Money, and Spirituality53:27 Rapid Fire RoundWhat does Happy Hustlin mean to you?Nathan says I think it's just working on interesting problems with interesting people.Connect with NathanInstagramFacebookLinkedinXYoutubeFind Nathan on his websites:https://convertkit.com/https://nathanbarry.com/ Connect with Cary!https://www.instagram.com/cary__jack/https://www.facebook.com/SirCaryJackhttps://www.linkedin.com/in/cary-jack-kendzior/https://twitter.com/thehappyhustlehttps://www.youtube.com/channel/UCFDNsD59tLxv2JfEuSsNMOQ/featured “It's time to Happy Hustle, a blissfully balanced life you love, full of passion, purpose, and positive impact!” Episode sponsor BIOptimizers Magnesium Breakthrough (https://magbreakthrough.com/vip?gl=65132c943f5d60f00f8b4567&coupon=hustle)This stuff is a game-changer! Magnesium Breakthrough packs all 7 forms of magnesium, designed to support stress management, promote muscle relaxation, regulate the nervous system, control stress hormones, boost brain function, increase energy, and enhance sleep.I take 2 capsules before bedtime, and it's been a game-changer for me. The best part is, BIOptimizers offer a risk-free 365-day money-back guarantee. No results, no problem – they'll refund you, no questions asked. It's a win-win!Head over to magnesiumbreakthrough.com/hustle and use code "hustle" for an exclusive 10% discount on any order. Plus, for a limited time, you'll score some special gifts with your purchase.

    D2D - Podcast
    506: He Averaged 10+ Sales a Day in Door-to-Door | Fiber Sales Training With Andrew Marino

    D2D - Podcast

    Play Episode Listen Later Jan 6, 2026 32:09


    Andrew Marino left door-to-door sales for five years. He worked for the Utah Jazz, sold SaaS in New York City, even appeared on a Hulu reality show. Then he came back to the industry in April 2025 and won a Golden Door Award by December selling over 900 accounts in the fiber space.In this episode, Hunter breaks down Andrew's approach to averaging double-digit sales days, his process for qualifying customers quickly, and why he records every failed pitch for feedback.

    The Chris Voss Show
    The Chris Voss Show Podcast – Boost Your E-commerce with AI-Powered Conversion Tools from Optimonk

    The Chris Voss Show

    Play Episode Listen Later Jan 6, 2026 26:26


    Boost Your E-commerce with AI-Powered Conversion Tools from Optimonk Optimonk.com About the Guest(s): Krisztian Kiraly is a seasoned Senior E-commerce Growth Strategist and CRO (Conversion Rate Optimization) expert with over ten years of experience in digital marketing. He specializes in helping Direct-to-Consumer (DTC) brands increase revenue by optimizing their full sales funnels. His expertise has delivered impressive results, including a remarkable 86% conversion rate lift in a single month. Currently, Krisztian Kiraly is affiliated with OptiMonk, a leading B2B SaaS company that provides AI-driven CRO tools for enhancing e-commerce performance. Episode Summary: In this episode of The Chris Voss Show, Chris engages in a riveting conversation with Krisztian Kiraly, a leader in the e-commerce optimization space, where they delve into conversion rate optimization (CRO) techniques and tools crucial for modern online businesses. As Krisztian Kiraly articulates why CRO is becoming pivotal in the digital marketing domain due to ever-rising ad costs and heightened customer expectations, listeners will gain invaluable insights into improving online sales performance. This episode promises to unravel data-driven strategies, addressing the challenges Digital Commerce faces amidst increasing competition. Krisztian Kiraly further discusses the transformative role of AI in e-commerce optimization, specifically through their SaaS offering, OptiMonk. The podcast explores how OptiMonk’s AI-powered tools assist businesses in reducing cart abandonment, enhancing product visual appeal, and personalizing direct marketing outreach. This episode also dives deep into the importance of implementing systematic processes over isolated tactics in digital marketing, providing a comprehensive overview of how to effectively leverage technology to achieve more significant business outcomes. Key Takeaways: Conversion rate optimization is essential due to increasing online competition and rising advertising costs. OptiMonk’s AI-based tools offer solutions to enhance CRO by providing personalized and targeted customer experiences. For an e-commerce site to effectively use OptiMonk, it should have a substantial visitor flow to leverage the tool's full potential. AI can dynamically generate more compelling product images and descriptions, potentially transforming visitor interactions and increasing sales. Hyper-personalization in digital marketing campaigns can lead to enhanced customer experiences, crucial in earning robust ROI from ad spend. Notable Quotes: “I call it the hope marketing, which means I do some tactics without measuring anything, and I hope to get results.” “Conversion rate optimization will be one of the most important areas of digital marketing in the future.” “With OptiMonk, it’s possible to rescue the cart abandoners on-site, which is much more effective than just a normal automated email.” “AI does the heavy lifting, but you are in control.” “The future is in segmentation and hyper-personalization, creating a tailored customer experience from beginning to end.”

    Remarkable Marketing
    KPop Demon Hunters: B2B Marketing Lessons on How to Go Golden with Fractional Head of Marketing, Ray Lin

    Remarkable Marketing

    Play Episode Listen Later Jan 6, 2026 44:43


    Most B2B brands think growth comes from turning everything up: more campaigns, more hustle, more competitive swagger. But the brands people actually follow know when to slow down, tune out the noise, and get real.That's the unexpected lesson of KPop Demon Hunters, a movie that uses K-pop stardom, rivalry, and emotional honesty to show what makes an audience stay loyal. In this episode, we break down his marketing lessons with the help of our special guest Ray Lin, Fractional Head of Marketing.Together, we explore what B2B marketers can learn from pacing for quality, standing for something bigger than the rivalry, and making vulnerability a trust engine that drives demand.About our guest, Ray LinRay Lin is a mission-driven marketing leader who turns messy funnels into clean revenue. Over 13+ years across SaaS, marketplaces, and wellness tech, he's built demand gen and ABM machines that actually align with sales—and he's unapologetically pro-AI when it lifts both creativity and efficiency.A Bay Area native and former sports writer turned “accidental but strategic marketer,” Ray believes great marketing is H2H—human to human—before it's ever B2B. He's led and rolled up his sleeves across demand gen, digital, ABM, field, performance, growth, content, product marketing, and lifecycle CRM, with 8+ years inside B2B2C marketplaces like Grubhub, Wellhub and SeatGeek.If your pipeline's leaky, your teams are siloed, or “content” isn't moving deals, Ray's the marketing leader who fixes the system, centers the customer, and gets momentum back on the scoreboard.What B2B Companies Can Learn From KPop Demon Hunters:Work smarter, not harder. KPop Demon Hunters shows that momentum dies when you confuse output with impact. Ray pulls a direct B2B parallel: “one of the lessons that come from Golden is working smarter, not harder… [Marketers] a lot think that extra 10 attempts at ad creative or 10 extra emails that you queue up in your CRM are gonna make all the difference. When in reality, it's about quality, not quantity.” For B2B, this movie is your warning label: speed without intention burns out the team and blurs the story. Make fewer bets, make them sharper, and give your work room to land.Compete with conviction, not contempt. The movie's diss track, Takedown, is a trap: when your identity becomes anti-them, you shrink your own story. Ray says it plainly: “Don't let competitive obsession poison your well.” The point isn't to never compete, it's how you compete. If your positioning is mostly about your rival, you've already let them write your narrative. Lead with what you stand for, and you won't need a villain to feel heroic.Let vulnerability be your differentiator. The movie's emotional turn lands because the heroes stop performing perfection and start telling the truth. That's the B2B move too: honesty travels farther than polish. Ray says, “ The power of vulnerability and transparency… can really skyrocket a B2B brand.” In B2B, authenticity isn't a vibe, it's a trust engine. Build a brand worth believing in.Quote“Always be ready. You don't know what's gonna be a hit and what's not going to. And when it does happen, know how to capitalize on it. And the multiple prongs, the octopus of this behemoth that is KPop Demon Hunters, I think, is that it has all these tentacles… [and] is what makes it so powerful. You can't plan for the success of one tentacle without thinking at least about the others.”Time Stamps[00:55] Meet Ray Lin, Fractional Head of Marketing[02:15] Why KPop Demon Hunters?[05:10] Role of a Fractional Head of Marketing[06:20] Behind the Scenes of KPop Demon Hunters[16:00] B2B Marketing Lessons from KPop Demon Hunters[27:00] High Concept Storytelling in Media[40:57] Final Thoughts and TakeawaysLinksConnect with Ray on LinkedInAbout Remarkable!Remarkable! is created by the team at Caspian Studios, the premier B2B Podcast-as-a-Service company. Caspian creates both nonfiction and fiction series for B2B companies. If you want a fiction series check out our new offering - The Business Thriller - Hollywood style storytelling for B2B. Learn more at CaspianStudios.com. In today's episode, you heard from Ian Faison (CEO of Caspian Studios) and Meredith Gooderham (Head of Production). Remarkable was produced this week by Jess Avellino, mixed by Scott Goodrich, and our theme song is “Solomon” by FALAK. Create something remarkable. Rise above the noise. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

    SaaS Half Full
    How to Get a Wikipedia Page in 2026 (and What to Do If You Can't)

    SaaS Half Full

    Play Episode Listen Later Jan 6, 2026 35:10


    Every company dreams of having a prominent Wikipedia page, but navigating the path to it is far from simple.   Oh, so you want a Wikipedia page? So does everyone else, and it's increasingly harder to achieve. Rhi Ruff, Founding Partner at Lumino Digital, has had a front-row seat to Wikipedia's rise in popularity during the AI era. In this episode, Rhi breaks down why Wikipedia is more valuable than ever, explains the challenges that SaaS and AI businesses face in securing a Wikipedia page, (with near-impossible editorial guidelines), and what steps companies can take to improve their chances. Rhi also shares insights into the increasing challenge of securing quality media coverage and what brands can do to influence Wikipedia when securing a page isn't likely.

    Leaders In Payments
    THE SIGNAL: Turning SaaS into a Payments Powerhouse with NMI | Episode 455

    Leaders In Payments

    Play Episode Listen Later Jan 6, 2026 33:35 Transcription Available


    In this episode, we dig into how modern SaaS platforms turn payments into a core product, a revenue engine, and a defensible moat without breaking customer trust or slowing product velocity. With NMI's CMO Peter Galvin and Product Director Luis Peña, we unpack the real path from “just accept cards” to a fully integrated commerce stack that handles fraud, chargebacks, compliance, and omnichannel experiences at scale.We start with the SaaS payments maturity curve: ship fast with basic acceptance, then refine UX with tokenization and branded flows, and finally operate payments as a true business line with pricing strategy and revenue share. From there, we explore the tough stuff most teams underestimate - risk management, underwriting discipline, and the operational muscle needed to keep approval rates high while keeping losses and support tickets low. If you're wondering when you've outgrown your current processor, we outline the telltale signs and how to plan a migration that is modular, phased, and invisible to your merchants.Omnichannel is also a major focus. We break down card-present choices like Tap to Pay, offline-capable devices for field service, and cloud APIs for always-connected point of sale - all while tying in text-to-pay, QR codes, wallets, and ACH via open banking. Beyond lending, we also highlight high-impact add-ons: instant payouts, network tokenization, invoicing, and loyalty programs that raise approval rates, reduce churn, and boost margin. And we look ahead at what's next: stablecoins for cross-border efficiency, open banking data for smoother experiences, and agent-driven discovery that transforms how buyers find and pay for products.

    TechSperience
    Episode 143: Secure, Scalable, Streamlined – Strategic Microsoft Solutions for Healthcare IT Leaders

    TechSperience

    Play Episode Listen Later Jan 6, 2026 26:16


    Healthcare organizations are navigating modernization under intense regulatory, security, and resource constraints. This episode explores how the Microsoft technology stack shows up differently in healthcare. The conversation breaks down hybrid cloud realities, Azure managed services, security and compliance, business resiliency, disaster recovery, and cost optimization, all grounded in real healthcare use cases. The episode also explores at how organizations can measure ROI beyond cost savings, connecting Microsoft investments to patient care, clinician experience, and operational resilience. Speakers: Jennifer Johnson, Director of Healthcare at Connection David Carey and Kevin Paiva, Senior Field Solution Architects at Connection Show Notes: 00:10 Welcome and session overview 01:40 Why healthcare cloud adoption is different 02:10 Defining hybrid cloud in healthcare 03:00 Why hybrid is now the default model 03:55 Latency myths and performance realities 04:45 Which workloads belong on-prem vs. in the cloud 05:45 SaaS, staffing pressure, and infrastructure complexity 06:30 Azure managed services and Connection's approach 07:45 Co-managed Azure vs. fully outsourced models 08:30 Why Azure over other hyperscalers 09:20 Azure security, HIPAA, and Zero Trust 10:30 Azure Health Data Services 11:45 Business continuity vs. business resiliency 14:10 What healthcare leaders worry about most today 15:00 Disaster recovery and Azure Expert MSP 16:30 Post-pandemic resource constraints 17:30 Application sprawl, security, and identity management 18:50 Cost containment and ROI in healthcare IT 21:15 The teams behind Connection's Microsoft practice 24:45 Final takeaways and next steps

    Mostly Technical
    114: Fight Fire With Fire

    Mostly Technical

    Play Episode Listen Later Jan 6, 2026 65:19


    Ian and Aaron are dealing with the liminal space of the holiday season, talking about their upcoming trip to San Francisco to see the Laravel AI SDK demo, and making even more predictions for 2026.Sponsored by SavvyCal Appointments & Bento.Interested in sponsoring Mostly Technical?  Head to https://mostlytechnical.com/sponsor to learn more.Links:Texas de BrazilDelucca PizzaDemolition ManRicotta Cheese'Notes from the sick ward'SF Meetup: First Look at Laravel AI SDKjetBlue Mint

    SaaS Fuel
    Building Resilient Organizations: Modern Tools and Leadership Strategies for Thriving Teams | Chris Carter | 351

    SaaS Fuel

    Play Episode Listen Later Jan 6, 2026 52:57


    In this episode, Chris Carter reflects on a pivotal leadership mistake that deeply impacted his team—making a team member cry during a meeting. Chris candidly shares the emotional aftermath, the lessons learned from his mentor and spouse, and how this experience reshaped his approach to leadership. The discussion offers valuable insights for SaaS leaders on empathy, accountability, and team management.Key Takeaways[0:00] Chris Carter opens up about a critical leadership error: making a team member cry in a meeting.[0:11] He discusses the emotional toll and the importance of seeking advice from trusted mentors and loved ones.[0:20] Chris emphasizes the need to treat every team member equally and avoid leading through fear or threats.[0:55] He highlights the importance of understanding the root cause of performance issues—whether personal or professional—and considering alternative solutions.[1:10] Jeff Mains asks how Chris made amends and the broader impact on the team.Tweetable Quotes"I made the mistake one time of making a team member cry. Literally, I made him cry in one of our meetings and I felt horrible afterwards.""As a leader, you can't lead by fear. You have to work with your team, not threaten them.""If someone is struggling, try to help them first. If it doesn't work out, replace them quickly but compassionately.""You never know what's going on in someone's life outside of work. Empathy matters."SaaS Leadership LessonsLead with Empathy: Understand that your team members are people first, employees second.Seek Guidance: Don't hesitate to consult mentors or loved ones when facing tough leadership moments.Avoid Fear-Based Leadership: Inspire and support your team rather than intimidating them.Address Issues Directly: If a team member is underperforming, address it quickly and fairly.Consider the Whole Person: Recognize that personal issues can affect work performance—be flexible and supportive.Learn and Grow: Mistakes are inevitable; what matters is how you respond and grow as a leader.Guest Resourcescc@approyo.comhttp://www.Approyo.comhttps://www.linkedin.com/in/christopher-carter-885159/X.com/ApproyoEpisode SponsorThe Captain's KeysSmall Fish, Big Pond – https://smallfishbigpond.com/ Use the promo code ‘SaaSFuel'Champion Leadership Group – https://championleadership.com/SaaS Fuel ResourcesWebsite - https://championleadership.com/Jeff Mains on LinkedIn - https://www.linkedin.com/in/jeffkmains/Twitter -

    LaunchPod
    Is Dashboarding Dead? How AI Is Changing Analytics UX | Robert Henkhaus, VP of Product (Enverus)

    LaunchPod

    Play Episode Listen Later Jan 6, 2026 27:09


    From U.S. Army sniper to VP of Product, Robert Henkhaus knows a thing or two about high-stakes decision-making. Today, he's a product leader at Enverus, the software platform guiding billions of dollars in global energy capital. Fresh off Enverus' acquisition by Blackstone, Robert joins us to discuss how to innovate when the pressure is on. In this episode, we cover: Why "Black Box" AI Fails: How Enverus builds trust with investment stakeholders by forcing AI to "show its work" on multi-million dollar recommendations. The Death of the Dashboard: Robert's hot take on why AI will soon make traditional charts obsolete. Surviving Acquisition: The "60-Day Horizon" strategy Robert uses to keep team velocity high amidst Private Equity uncertainty. Links LinkedIn: https://www.linkedin.com/in/robert-henkhaus/ Enverus: https://www.enverus.com/ Chapters 00:00 Intro 03:39: Product innovations at Enverus 4:03: AI in the energy sector: How Enverus is implementing AI in oil and gas operations 6:47: Progressive disclosure and using AI to improve the user experience 9:56: Product engagement scores: How Enverus tracks success metrics 15:39: How internal teams are engaging with AI at Enverus 17:53: Are dashboards dead? How AI is transforming analytics 19:36: Enverus' recent acquisition by Blackstone 28:00: Conclusion Follow LaunchPod on YouTube We have a new YouTube page (https://www.youtube.com/@LaunchPodPodcast)! Watch full episodes of our interviews with PM leaders and subscribe! What does LogRocket do? LogRocket's Galileo AI watches user sessions for you and surfaces the technical and usability issues holding back your web and mobile apps. Understand where your users are struggling by trying it for free at LogRocket.com (https://logrocket.com/signup/?pdr). Special Guest: Robert Henkhaus.

    M&A Science
    Why Integrations Break with Donara Jaghinyan

    M&A Science

    Play Episode Listen Later Jan 5, 2026 45:14


    Donara Jaghinyan – Transformation and Integration Leader Donara joins us to pull back the curtain on why integrations break—and what it actually takes to make them work. With deep experience across healthcare, SaaS, professional services, and financial services in both public and PE-backed environments, Donara has led diligence, post-close integration, TSA execution, and enterprise system implementations. This episode tackles the hard truths about carve-outs, TSA management, day-one readiness, and the cross-functional dependencies that most teams miss until it's too late. If you've ever wondered why integration timelines slip or costs balloon, this conversation delivers the answers. Things you will learn: Why TSAs aren't contracts, they're projects with hard deadlines, cost escalations, and integration dependencies that functional teams consistently underestimate The hidden complexity of carve-outs and how scope, vendor negotiations, and people gaps create surprises even with solid diligence How Integration Management Offices (IMOs) orchestrate cross-functional dependencies that functional leads can't see  _____________

    Hallway Chats
    Episode 181 – A Chat With Rob Ruiz

    Hallway Chats

    Play Episode Listen Later Jan 5, 2026 53:36


    Introducing Rob Ruiz Meet Rob Ruiz, a seasoned Senior Full Stack Developer with nearly two decades of expertise in WordPress innovation and open-source magic. As the Lead Maintainer of WP Rig since 2020, Rob has been the driving force behind this groundbreaking open-source framework that empowers developers to craft high-performance, accessible, and progressively enhanced WordPress themes with ease. WP Rig isn’t just a starter theme—it’s a turbocharged toolkit that bundles modern build processes, linting, optimization, and testing to deliver lightning-fast, standards-compliant sites that shine on any device. Show Notes For more on Rob and WP Rig, check out these links: LinkedIn Profile: https://www.linkedin.com/in/robcruiz WP Rig Official Site: https://wprig.io GitHub Repository: https://github.com/wprig/wprig Latest Releases: https://github.com/wprig/wprig/releases WP Rig 3.1 Announcement: https://wprig.io/wp-rig-3-1/ Transcript: Topher DeRosia: Hey everybody. Welcome to Hallway Chats. I’m your host Topher DeRosia, and with me today I have- Rob Ruiz: Rob Ruiz. Topher: Rob. You and I have talked a couple of times, once recently, and I learned about a project you’re working on, but not a whole lot about you. Where do you live? What do you do for a living? Rob: Yeah, for sure. Good question. Although I’m originally from Orlando, Florida, I’ve been living in Omaha, Nebraska for a couple of decades now. So I’m pretty much a native. I know a lot of people around here and I’ve been fairly involved in various local communities over the years. I’m a web developer. Started off as a graphic designer kind of out of college, and then got interested in web stuff. And so as a graphic designer turned future web developer, I guess, I was very interested in content management systems because it made the creating and managing of websites very, very easy. My first couple of sites were Flash websites, sites with macro media Flash. Then once I found content management systems, I was like, “Wow, this is way easier than coding the whole thing from scratch with Flash.” And then all the other obvious benefits that come from that. So I originally started with Joomla, interestingly enough, and used Joomla for about two or three years, then found WordPress and never looked back. And so I’ve been using WordPress ever since. As the years have gone on, WordPress has enabled me to slowly transition from a more kind of web designer, I guess, to a very full-blown web developer and software engineer, and even software architect to some degree. So here we are many years later. Topher: There’s a big step from designer to developer. How did that go for you? I’m assuming you went to PHP. Although if you were doing Flash sites, you probably learned ActionScript. Rob: Yeah. Yeah. That was very convenient when I started learning JavaScript. It made it very easy to learn JavaScript faster because I already had a familiarity with ActionScript. So there’s a lot of similarities there. But yeah. Even before I started doing PHP, I started learning more HTML and CSS. I did do a couple of static websites between there that were just like no content management system at all. So I was able to kind of sharpen my sword there with the CSS and HTML, which wasn’t particularly hard. But yeah, definitely, the PHP… that was a big step was PHP because it’s a proper logical programming language. There was a lot there I needed to unpack, and so it took me a while. I had to stick to it and really rinse and repeat before I finally got my feet under me. Topher: I can imagine. All right. So then you work for yourself or you freelance or do you have a real job, as it were? Rob: Currently, I do have a real job. Currently, I’m working at a company called Bold Orange out of Minneapolis. They’re a web agency. But I kind of bounce around from a lot of different jobs. And then, yes, I do freelance on the side, and I also develop my own products as well for myself and my company. Topher: Cool. Bold Orange sounds familiar. Who owns that? Rob: To be honest, I don’t know who the owners are. It’s just a pretty big web agency out of Minneapolis. They are a big company. You could just look them up at boldorange.com. They work for some pretty big companies. Topher: Cool. All right. You and I talked last about WP Rig. Give me a little background on where that came from and how you got it. Rob: Yeah, for sure. Well, there was a period of time where I was working at a company called Proxy Bid that is in the auction industry, and they had a product or a service — I don’t know how you want to look at that —called Auction Services. That product is basically just building WordPress sites for auction companies. They tasked us with a way to kind of standardize those websites essentially. And what we realized is that picking a different theme for every single site made things difficult to manage and increase tech debt by a lot. So what we were tasked with was, okay, if we’re going to build our own theme that we’re just going to make highly dynamic so we can make it look different from site to site. So we want to build it, but we want to build it smart and we want to make it reusable and maintainable. So let’s find a good framework to build this on so that we can maintain coding standards and end up with as little tech debt as possible, essentially. That’s when I first discovered WP Rig. In my research, I came across it and others. We came across Roots Sage and some of the other big names, I guess. It was actually a team exercise. We all went out and looked for different ones and studied different ones and mine that I found was WP Rig. And I was extremely interested in that one over the other ones. Interestingly enough- Topher: Can you tell me why over the other ones? Rob: That’s a great question. Yeah. I really liked the design patterns. I really liked the focus on WordPress coding standards. So having a system built in that checked all the code against WordPress coding standards was cool. I loved the compiling transpiling, whatever, for CSS and JavaScript kind of built in. That sounded really, really interesting. The fact that there was PHP unit testing built into it. So there’s like a starter testing framework built in that’s easy to extend so that you can add additional unit tests as your theme grows. We really wanted to make sure… because we were very into CICD pipelines. So we wanted to make sure that as developers were adding or contributing to any themes that we built with this, that we could have automated tests run and automated builds run, and just automate as much as possible. So WP rig just seemed like something that gave us those capabilities right out of the box. So that was a big thing. And I loved the way that they did it. Roots Sage does something similar, but they use their blade templating engine built in there. We really wanted to stick to something that was a bit more standard WordPress so that there wasn’t like a large knowledge overhead so that we didn’t have to say like, okay, if we’re bringing on other developers, like junior developers work on it, oh, it would be nice if you use Laravel too because we use this templating engine in all of our themes. We didn’t want to have to worry about that essentially. It was all object-oriented and all that stuff too. That’s what looked interesting to me. We ended up building a theme with WP Rig. I don’t know what they ended up doing with it after that, because I ended up getting let go shortly thereafter because the company had recently been acquired. Also, this was right after COVID too. So there was just a lot of moving parts and changing things at the time. So I ended up getting let go. But literally a week after I got let go, I came across a post on WP Tavern about how this framework was looking for new maintainers. Basically, this was a call put out by Morton, the original author of WP Rig. He reached out to WP Tavern and said, “Look, we’re not interested in maintaining this thing anymore, but it’s pretty cool. We like what we’ve built. And so we’re looking for other people to come in and adopt it essentially.” So I joined a Zoom meeting with a handful of other individuals that were also interested in this whole endeavor, and Morton reached out to me after the call and basically just said, “I looked you up. I liked some of the input that you had during the meeting. Let’s talk a little bit more.” And then that eventually led to conversations about me essentially taking the whole project over entirely. So, the branding, the hosting of the website, being lead maintainer on the project. Basically, gave me the keys to the kingdom in terms of GitHub and everything. So that’s how it ended up going in terms of the handoff between Morton and I. And I’m very grateful to him. They really created something super cool and I was honored to take it over and kind of, I don’t know, keep it going, I guess. Topher: I would be really curious. I don’t think either of us have the answer. I’d be curious to know how similar that path is to other project handoffs. It’s different from like an acquisition. You didn’t buy a plugin from somebody. It was kind of like vibes, I guess. Rob: It was like vibes. It was very vibey. I guess that’s probably the case in an open source situation. It’s very much an open source project. It’s a community-driven thing. It’s for everybody by everybody. I don’t know if all open source community projects roll like that, but that’s how this one worked out. There was some amount of ownership on Morton’s behalf. He did hire somebody to do the branding for WP Rig and the logo. And then obviously he was paying for stuff like the WPrig.io domain and the hosting through SiteGround and so on and so forth. So, we did have to transfer some of that and I’ve taken over those, I guess, financial burdens, if you want to think of it like that. But I’m totally okay with it. Topher: All right. You sort of mentioned some of the things Rig does, compiling and all that kind of stuff. Can you tell me… we didn’t discuss this before. I’m sitting at my desk and I think I want a website. How long does it take to go from that to looking at WordPress and logging into the admin with Rig? Rob: Okay. Rig is not an environment management system like local- Topher: I’m realizing my mistake. Somebody sends me a design in Figma. How long does it take me to go from that to, I’m not going to say complete because I mean, that’s CSS, but you know, how long does it take me to get to the point where I’m looking at a theme that is mine for the client that I’m going to start converting? Rob: Well, if you’re just looking for a starting point, if you’re just like, okay, how long does it take to get to like, okay, here’s my blank slate and I’m ready to start adopting all of these rules that are set up in Figma or whatever, I mean, you’re looking at maybe 5 minutes, 10 minutes, something like that. It’s pretty automated. You just need some simple knowledge of Git. And then there are some prerequisites to using WP Rig. You do have to have composer installed because we do leverage some Composer packages to some of it, although to be honest, you could probably get away with not using Composer. You just have to be okay with sacrificing some of the tools the WP Rig assumes you’re going to have. And then obviously Node. You have to have Node installed. A lot of our documentation assumes that you have NPM, that you’re using NPM for all your Nodes or your package management. But we did recently introduce support for Bun. And so you can use Bun instead of NPM, which is actually a lot faster and better in many ways. Topher: Okay. A lot of my audience are not developers, users, or light developers, like they’ll download a theme, hack a template, whatever. Is this for them? Am I boring those people right now? Rob: That’s a great question. I mean, and I think this is an interesting dichotomy and paradigm in the WordPress ecosystem, because you’ve got kind of this great divide. At least this is something I’ve noticed in my years in the WordPress community is you have many people that are not coders or developers that are very interested in expanding their knowledge of WordPress, but it’s strictly from a more of a marketing perspective where it’s like, I just want to know how to build websites with WordPress and how to use it to achieve my goals online from a marketing standpoint. You have that group of people, and then you have this other group of people that are very developer centric that want to know how to extend WordPress and how to empower those other people that we just discussed. Right? Topher: Right. Rob: So, yeah, that’s a very good question. I would say that WP Rig is very much designed for the developers, not for the marketers. The assumption there is that you’re going to be doing some amount of coding. Now, can you get away with doing a very light amount of coding? Yes. Yes, you can. I mean, if you compare what you’re going to get out of that assumed workflow to something that you would get off like Theme Forest or whatever, it’s going to be a night and day difference because those theme, Forest Themes, have hours, hundreds, sometimes hundreds of hours of development put into them. So, you’re not going to just out of the box immediately get something that is comparable to that. Topher: You need to put in those hundreds of hours of development to make a theme. Rob: As of today, yes. That may change soon though. Topher: Watch this space. Rob: That’s all I’ll say. Topher: Okay. So now we know who it’s for. I’m assuming there’s a website for it. What is it? Rob: Yeah. If you go to WPrig.io, we have a homepage that shows you all the features that are there in WP Rig. And then there’s a whole documentation area that helps people get up and running with WP Rig because there is a small learning curve there that’s pretty palatable for anybody who’s familiar with modern development workflows. So that is a thing. So the type of person that this is designed for anybody that wants to make a theme for anything. Let’s say you’re a big agency and you pull in a big client and that client wants something extremely custom and they come to you with Figma designs. Sure, you could go out there and find some premium theme and try to like child theme and overhaul that if you want. But in many situations, I would say in most situations, if you’re working from a Figma design that’s not based off of another theme already that’s just kind of somebody else’s brainchild, then you’re probably going to want to start from scratch. And so the idea here is that this is something to replace an approach, like underscores an approach. Actually, WP Pig was based off of underscores. The whole concept of it, as Morton explained it to me, was that he wanted to build an underscores that was more modern and full-featured from a development standpoint. Topher: Does it have any opinions about Gutenberg? Rob: It does now, but it did not when I took it over because Gutenberg did not exist yet when I took over WP Rig. Topher: Okay. What are its opinions? Rob: Yeah, sure. The opinion right out of the gate is that you can use Gutenberg as an editor and it has support like CSS rules in it for the standard blocks. So you should be able to use regular Gutenberg blocks in your theme and they should look just fine. There’s no resets in there. It doesn’t start from scratch. There’s not a bunch of styling you have to do for the blocks necessarily. Now, if you go to the full site editing or block-based mentality here, there are some things you need to do in WP Rig to convert the out-of-the-box WP Rig into another paradigm essentially. Right when you pull WP Rig, the assumption is you’re building what most people would refer to as a hybrid theme. The theme supports API or whatever, and the assumption is that you’re not going to be using the site editor. You’re just going to kind of do traditional WordPress, but you might be using Gutenberg for your content. So you’re just using Gutenberg kind of to author your pages and your posts and stuff like that, but not necessarily the whole site. WP Rig has the ability to kind of transform itself into other paradigms. So the first paradigm we built out was the universal theme approach. And the idea there is that you get a combination of the full site editing capabilities. But then you also have the traditional menu manager and the settings customizer framework or whatever is still there, right? These are things that don’t exist in a standard block-based theme. So I guess an easy example would be like the 2025 WordPress theme that comes right out of the box. It comes installed in WordPress. That is a true block-based theme, not a universal theme. So it doesn’t have those features because the assumption there is that it doesn’t need those features. You can kind of transform WP Rig into a universal theme that’s kind of a hybrid between a block-based and a classic theme. And then it can also transform into a strictly block-based theme as well. So following the same architecture as like the WordPress 2025 theme or Ollie or something like that is also a true block-based theme as well. So you can easily convert or transform the starting point of WP Rig into either of those paradigms if that’s the type of theme you’re setting out to build. Topher: Okay. That sounds super flexible. How much work is it to do that? Rob: It’s like one command line. Previously we had some tutorials on the website that showed you step-by-step, like what you needed to change about the theme to do that. You would have to add some files, delete some files, edit some code, add some theme supports into the base support class and some other stuff. I have recently, as of like a year and a half ago or a year ago, created a command line or a command that you can type into the command line that basically does that entire conversion process for you in like the blink of an eye. It takes probably a second to a second and a half to perform those changes to the code and then you’re good to go. It is best to do that conversion before you start building out your whole theme. It’s not impossible to do it after. But you’re more likely to run into problems or conflicts if you’ve already set out building your whole theme under one paradigm, and then you decide how the project you want to switch over to block-based or whatever. You’re likely to run into the need to refactor a bunch of stuff in that situation. So it is ideal to make that choice extremely early on in the process of developing your theme. But either way it’ll still work. That’s just one of the many tools that exist in WP Rig to transform it or convert it in several ways. That’s just one example. There are other examples of ways that Rig kind of converts itself to other paradigms as well. Topher: Yeah. All right. In my development life, I’ve had two parts to it. And one is the weekend hobbyist, or I download cadence and I whip something up in 20 minutes because I just want to experiment and the other is agency life where everything’s in Git, things are compiled, there are versions, blah, blah, blah. This sounds very friendly to that more professional pathway. Rob: Absolutely. Yes. Or, I mean, there’s another situation here too. If you’re a company who develops themes and publishes them to a platform like ThemeForest or any other platform, perhaps you’re selling themes on your own website, whatever, if you’re making things for sale, there’s no reason you couldn’t use WP Rig to build your themes. We have a bundle process that bundles your theme for publication or publishing. Whether you’re an agency or whether you’re putting your theme out for sale, it doesn’t matter, during that bundle process, it does actually white label the entire code base to where there’s no mention of WP Rig in the code whatsoever. Let’s say you were to build a theme that you wanted to put up for sale because you have some cool ideas. Say, page transitions now are completely supported in all modern or in most modern browsers. And when I say print page transitions, for those that are in the know, I am talking about not single page app page transitions, but through website page transitions. You can now do that. Let’s say you were like, “Hey, I’m feeling ambitious and I want to put out some new theme that comes with these page transitions built in,” and that’s going to be fancy on ThemeForest when people look at my demo, people might want to buy that. You could totally use WP Rig to build that out into a theme and the bundle process will white label all of the code. And then when people buy your theme and download that code, if they’re starting to go through and look through your code, they’re not going to have any way of knowing that it was built with WP Rig unless they’re familiar with the base WP Rig architecture, like how it does its object-oriented programming. It might be familiar with the patterns that it’s using and be able to kind of discern like, okay, well, this is the same pattern WP Rig uses, so high likelihood it was built with WP Rig. But they’re not going to be able to know by reading through the code. It’s not going to say WP Rig everywhere. It’s going to have the theme all over the place in the code. Topher: Okay. So then is that still WP Rig code? It just changed its labels? Rob: Yeah. Topher: So, it’s not like you’re exporting HTML, CSS and JavaScript? The underlying Rig framework is still there. Rob: Yeah. During the bundle process, it is bundling CSS and HTML. Well, HTML in the case of a block-based theme. But, yeah, it is bundling your PHP, your CSS, your JavaScript into the theme that you’re going to let people download when they buy it, or that you’re going to ship to your whatever client’s website. But all that code is going to be transpiled. In the case of CSS and JavaScript, there’s only going to be minified versions of that code in that theme. The source code is not actually going to be in there. Topher: This sounds pretty cool. You mentioned some stuff might be coming. You don’t have to tell me what it is, but do you have a timeline? When should we be watching for the next cool thing from Rig? Rob: Okay, cool. Well, I’m going to keep iterating on Rig forever. Regardless of any future products that might be built on WP Rig, WP Rig will always and forever remain an open source product for anybody to use for free and we, I, and possibly others in the future will continue to update it and support it over time. We just recently put out 3.1. You could expect the 3.2 anytime in the next six months to a year, probably closer to six months. One feature I’m looking at particularly closely right now is the new stuff coming out in version 6.9 of WordPress around the various APIs that are there. I think one of them is called the form… There’s a field API and a form API or view API or something like that. So WP Rig comes with a React-based settings framework in it. So if you want your theme to have a bunch of settings in it to make it flexible for whoever buys your theme, you can use this settings framework to easily create a bunch of fields, and then that framework will automatically manage all your fields and store all the data from those fields and make it easy to retrieve the values of the input on those fields, without knowing any React at all. Now, if you know React, you can go in there and, you know, embellish what’s already there, but it takes a JSON approach. So if you just understand JSON, you can go in and change the JSON for the framework, and that will automatically add fields into the settings framework. So you don’t even have to know React to extend the settings page if you want. That will likely get an overhaul using these new APIs being introduced into Rig. Topher: All right. How often have you run into something where, “Oh, look, WordPress has a new feature, I need to rebuild my system”? Rob: Over the last four or five years, it’s happened a lot because, yeah, I mean, like I said, when I first took this thing over, Gutenberg had not even been introduced yet. So, you had the introduction of Gutenberg and blocks. That was one thing. Then this whole full site editing became a thing, which later became the site editor. So that became a whole thing. Then all these various APIs. I mean, it happens quite frequently. So I’ve been working to keep it modern and up to date over the past four years and it’s been an incredible learning experience. It not only keeps my WordPress knowledge extremely sharp, but I’ve also learned how various other toolkits are built. That’s been the interesting thing. From a development standpoint, there’s two challenges here. One of the challenges is staying modern on the WordPress side of things. For instance, WordPress coding standards came out with a version 3 and then a version 3.1 about two years ago. I had to update WP Rig to leverage those modern coding standards. So that’s one example is as WordPress changes, the code in WP Rig also needs to change. Or for instance, if new CSS standards change, right, new CSS properties come out, it is ideal for the base CSS in WP Rig, meaning the CSS that you get right out of the box with it, comes with some of these, for instance, CSS grid, Flexbox, stuff like that. If I was adopting a theme framework to build a theme on, I would expect some of that stuff to be in there. And those things were extremely new when I first took over WP Rig and were not all baked in there essentially. So I’ve had to add a lot of that over time. Now there’s another side to this, which is not just keeping up with WordPress and CSS and PHP, 8. whatever, yada yada yada. You’ve also got the toolkit. There are various node packages and composer packages of power WP Rig and the process in which it does the transpiling, the bundling, the automated manipulation of your code during various aspects of the usage of WP Rig is a whole nother set of challenges because now you have to learn concepts like, well, how do I write custom node scripts? Right? Like there were no WP CLI commands built into WP Rig when I first took it over. Now there’s a whole list. There’s a whole library of WP CLI commands that come in Rig right out of the gate. And so I’ve had to learn about that. So just various things that come with knowing how do you automate the process of converting code, that’s something that was completely foreign to me when I first took over WP Rig. That’s been another incredible learning experience is understanding like what’s the difference between Webpack and Gulp. I didn’t know, right? I would tell people I’m using Gulp and WP Rig and they would be like, “Well, why don’t you just use Webpack?” and I would say, “I don’t know. I don’t know what the difference is.” So over time I could figure out what are the differences? Why aren’t we using Webpack? And I’m glad I spent some time on that because it turns out Webpack is not the hottest thing anymore, so I just skipped right over all that. When I overhauled for version 3, we’re now not using Gulp anymore as of 3.1. We’re now using more of a Vite-like process, far more modern than Webpack and far better and faster and sleeker and lighter. I had to learn a bunch about what powers Vite. What is Vite doing under the hood that we might be able to also do in WP Rig, but do it in a WordPress way. Because Vite is a SaaS tool. If you’re building a SaaS, like React with a… we’re not a SaaS. I guess a spa is a better term to use here. If you’re building a single page application with React or view or belt or whatever, right, then knowing what Vite is and just using Vite right out of the box is perfect. But it doesn’t translate perfectly to WordPress land because WordPress has its own opinions. And so I did have to do some dissecting there and figure out what to keep and what to not keep to what to kind of set aside so that WordPress can keep doing what WordPress does the way WordPress likes to do it, but also improve on how we’re doing some of the compiling and transpiling and the manipulation of the code during these various. Topher: All right. I want to pivot a little bit to some personal-ish questions. Rob: Okay. Topher: This is a big project. I’m sure it takes up plenty of your time. How scalable is that in your life? Do you want to do this for the rest of your life? Rob: That’s a fantastic question. I don’t know about the rest of my life. I mean, I definitely want to do web development for the rest of my life because the web has, let’s be honest, it’s transformed everyone’s way of life, whether you’re a web developer or not. You know, the fact that we have the internet in our pocket now, you know, it has changed everything. Apps, everything. It’s all built on the web. So I certainly want to be involved in the web the rest of my life. Do I want to keep doing WordPress the rest of my life? I don’t know. Do I want to keep doing WP Rig the rest of my life? I don’t know. But I will say that you bring up a very interesting point, which is it does take up a lot of time and also trust in open source over the past four or five years I would argue has diminished a little bit as a result of various events that have occurred over the past two or three years. I mean, we could cite the whole WP Engine Matt Mullerwig thing. We can also cite what’s going on with Oracle and JavaScript. Well, I mean, there’s many examples of this. I mean, we can cite the whole thing that happened… I mean, there’s various packages out there that are used and developed and open source to anybody, and some of them are going on maintained and it’s causing security vulnerabilities and degradation and all this stuff. So it’s a very important point. One thing I started thinking about after considering that in relation to WP Rig was I noticed that there’s usually a for-profit arm of any of these frameworks that seems to extend the lifespan of it. Let’s just talk about React, for example, React is an open source JavaScript framework, but it’s used by Facebook and Facebook is extremely for-profit. So companies that are making infrastructural or architectural decisions, they will base their choice on whether or not to use a framework largely on how long they think this framework is going to remain relevant or valid or maintained, right? A large part of that is, well, is there a company making money off of this thing? Because if there is, the chances- Topher: They’re going to keep doing that. Rob: They’re going to keep doing it. It’s going to stay around. That’s good. I think that’s healthy. A lot of people that like open source and want everything to be free, they might look at something like that and say like, well, I don’t want you to make a paid version of it or there shouldn’t be a pro version. I think that’s a very short-sighted way of looking at that software and these innovations. I think a more experienced way of looking at it is if you want something to remain relevant and maintained for a long period of time, having a for-profit way in which it’s leveraged is a very good thing. I mean, let’s be real. Would WordPress still be what it is today if there wasn’t a wordpress.com or if WooCommerce wasn’t owned by Automattic or whatever, right? They’ll be on top. I mean, it’s obviously impossible to say, but my argument would be, probably not. I mean, look at what’s happened to the other content management systems out there. You know, Joomla Drupal. They don’t really have a flourishing, you know, paid pro service that goes with their thing that’s very popular, at least definitely not as popular as WordPress.com or WordPress VIP or some of these other things that exist out there. And so having something that’s making and generating money that can then contribute back into it the way Automattic has been doing with WordPress over these years has, in my opinion, been instrumental. I mean, people can talk smack about Gutenberg all they want, but let’s be real, it’s 2025, would you still feel that WordPress is an elegant solution if we were still working from the WYSIWYG and using the classic editor? And I know a lot of people are still using the classic editor and there’s classic for us, the fork and all that stuff. But I mean, that only makes sense in a very specific implementation of WordPress, a very specific paradigm. If you want to explore any of these other paradigms out there, that way of thinking about WordPress kind of falls apart pretty quickly. I, for one, am happy that Gutenberg exists. I’m very happy that Automattic continues. And I’m grateful, actually, that Automattic continues to contribute back into WordPress. And not just them, obviously there’s other companies, XWP, 10Up, all these other companies are also contributing as well. But I’m very grateful that this ecosystem exists and that there’s contribution going back in and it’s happening from companies that are making money with this. And I think that’s vital. All that to say that WP Rig may and likely will have paid products in the future that leverage WP Rig. So that’s not to say that WP Rig will eventually cost money. That’s just to say that eventually people can expect other products to come out in the future that will be built on WP Rig and incentivize the continued contributions back into WP Rig. The open source version of WP Rig. Topher: That’s cool. I think that’s wise. If you want anything to stay alive, you have to feed it. Rob: That’s right. Topher: I had some more questions but I had forgotten them because I got caught up in your answer. Rob: Oh, thank you. I’ll take that as a compliment. I mean, my answer was eloquent. But I’m happy to expand on anything, know you, WordPress related, me related, you know, whether it comes to the ecosystem in WordPress, the whole WordCamp meetup thing is very interesting. I led the WP Omaha meetup for many years here in Omaha, Nebraska and I also led the WordCamp, the organizing of WordCamp here in Omaha for several years as well. That whole community, the whole ecosystem, at least in America seems to have largely fallen apart. I don’t know if you want to talk about that at all. But yeah, I’m ready to dive into any topics. Topher: I’m going to have one more question and then we’re going to wrap up. And it was that you were talking about all the things you had to learn. I’m sure there were nights where you were looking at your computer thinking, “Oh man, I had it working, now I gotta go learn a new thing.” I would love for you to go back in time and blog all of that if you would. But given that you can’t, I would be interested in a blog moving forward, documenting what you’re learning, how you’re learning it and starting maybe with a post that’s summarizes all of that. Obviously, that’s up to you and how you want to spend your time, but I think it’d be really valuable to other people starting a project, picking up somebody else’s project to see what the roadmap might look like. You know what I mean? Rob: For sure. Well, I can briefly summarize what I’ve learned over the years and where I’m at today with how I do this kind of stuff. I will say that a lot of the improvements to WP Rig that have happened over the last year or two would not be possible without the advent of AI. Topher: Interesting. Rob: That’s a fancy way of saying that I have been by coding a lot of WP Rig lately. If you know how to use AI, it is extremely powerful and it can help you do many things very quickly that previously would have taken much longer or more manpower. So, yeah, perhaps if there was like five, six, seven people actively, excuse me, actively contributing to WP Rig, then this type of stuff would have been possible previously, but that’s not the case. There is one person, well, one main contributor to WP Rig today and you’re talking to them. There are a handful of other people that have been likely contributing to WP Rig over the versions and you can find their contributions in the change log file in WP Rig. But those contributions have been extremely light compared to what I’ve been doing. I wouldn’t be able to do any of it without AI. I have learned my ability to learn things extremely rapidly has ramped up tenfold since I started learning how to properly leverage LLMs and AI. So that’s not to say that like, you know, WP Rig, all the code is just being completely written by AI and I’m just like. make it better, enter, and then like WP Rig is better. I wish it was that easy. It’s certainly not that. But when I needed to start asking some of these vital questions that I really didn’t have anyone to turn to to help answer them, I was able to turn to AI. For instance, let’s go back to the Webpack versus Gulp situation. Although Gulp is no longer used in WP Rig, you know, it was used in WP Rig until very recently. So I had to understand like, what is this system, how does it work, how do I extend it and how do I update it and all these things, right? And why aren’t we using WebPack and you know, is there validity to this criticism behind you should use webpack instead of Gulp or whatever, right? I was able to use AI to ask these questions and be able to get extremely good answers out of it and give me the direction I needed to make some of these kind of higher level decisions on like architecturally where should WP Rig go? It was through these virtual conversations with LLMs that I was able to refine the direction of WP Rig in a direction that is both modern and forward-thinking and architecturally sound. I learned a tremendous amount from AI about the architecture, about the code, about all of it. My advice to anybody that wants to extend their skill set a little bit in the development side of things is to leverage this new thing that we have in a way that is as productive as possible for you. So that’s going to vary from person to person. But for me, if I’m on a flight or if I’m stuck somewhere for a while, like, let’s say I got to take my kid to practice or something and I’m stuck there for an hour and I got to find some way to kill my time 9 times out of 10, I’m on my laptop or on my phone having conversations with Grok or ChatGPT or Gemini or whatever. I am literally refining… I’m just sitting there asking it questions that are on my mind that I wish I could ask somebody who’s like 10 times more capable than me. It has been instrumental. WP Rig wouldn’t be where it is today if it wasn’t for that. I would just say to anybody, especially now that it’s all on apps and you don’t have to be on a browser anymore, adopt that way of thinking. You know, if you’re on your lunch break or whatever and you have an hour lunch break and you only take 15 minutes to eat, what could you be doing with those other 45 minutes? You could just jump on this magical thing that we have now and start probing it for questions. Like, Hey, here’s what I know. Here’s what I don’t know. Fill these knowledge gaps for me.” And it is extremely good at doing that. Topher: So my question was, can you blog this and your answer told me that there’s more there that I want to hear. That’s the stuff that should be in your book when you write your book. Rob: I’m flattered that you would be interested in reading anything that I write. So thank you. I’ve written stuff in the past and it hasn’t gotten a lot of attention. But I also don’t have any platforms to market it either. But yeah, no, I made some… I’m sorry. Topher: I think your experience is valuable far beyond Rig or WordPress. If you abstract it out of a particular project to say, you know, I did this with a project, I learned this this way, I think that would be super valuable. Rob: Well, I will say that recently at my current job, I was challenged to create an end to end testing framework with Playwright that would speed up how long it takes to test things and also prevent, you know, to make things fail earlier, essentially, to prevent broken things from ending up in the wild, right, and having to catch them the hard way. I didn’t know a lot about Playwright, but I do know how toolkits work now because of WP Rig. And I was able to successfully in a matter of, I don’t know, three days, put together a starter kit for a test framework that we’re already using at work to test any website that we create for any client. It can be extended and it can be hooked into any CI CD pipeline and it generates reports for you and it does a whole bunch of stuff. I was able to do this relatively quickly. This knowledge, yes, does come in handy in other situations. Will I end up developing other toolkits like WP Rig in the future for other things? I guess if I can give any advice to anybody listening out there, another piece of advice I would give people is, you know, especially if you’re a junior developer and you’re still learning or whatever, or you’re just a marketing person and just want to have more control over the functionality side of what you’re creating or more insight into that so you could better, you know, manage projects or whatever. My advice would be to take on a small little project that is scoped relatively small that’s not too much for you to chew and go build something and do it with… Just doing that will be good. But if you can do it with the intent to then present it in some fashion, whether it be a blog article or creating a YouTube video or going to a meetup and giving a talk on it or even a lunch and learn at work or whatever, right, that will, in my experience, it will dramatically amplify how much you learn from that little pet project that’s kind of like a mini learning experience. And I highly encourage anybody out there to do that on the regular. Actually, no matter what your experience level is in development, I think you should do these things on a regular basis. Topher: All right. I’m going to wrap this up. I got to get back to work. You probably have to get back to work. Rob: Yeah. Topher: Thanks for talking. Rob: Thanks for having me, Topher. Really appreciate it. Topher: Where could people find you? WPrig.io?  Rob: Yeah, WPrig.io. WP rig has accounts on all of the major platforms and, even on Bluesky and Mastodon. You can look me up, Rob Ruiz. You can find me on LinkedIn. You can find me on all of those same platforms as well. You can add me on Facebook if you want, whatever. And I’m also in the WordPress Slack as well as Rob Ruiz. You can find me in the WordPress Slack. And then I’m on the WordPress Reddit and all that stuff. So yeah, reach out. If anybody wants to have any questions about Rig or anything else, I’m happy to engage.  Topher: Sounds good. All right, I’ll see you. Rob: All right, thanks, Topher. Have a good day. Topher: This has been an episode of the Hallway Chats podcast. I’m your host Topher DeRosia. Many thanks to our sponsor Nexcess. If you’d like to hear more Hallway Chats, please let us know on hallwaychats.com.

    Supra Insider
    #91: How pre-seed investors evaluate startup moats in the AI era | Itamar Novick (Founder & General Partner @ Recursive Ventures)

    Supra Insider

    Play Episode Listen Later Jan 5, 2026 66:02


    What actually makes a startup defensible anymore, especially when anyone can build a product overnight with AI?In this episode of Supra Insider, Marc Baselga and Ben Erez sit down with Itamar Novick, founder of Recursive Ventures and longtime operator-turned-investor, to unpack how moats are changing in the AI era and what founders (and senior product leaders) need to internalize if they want to build enduring companies.Itamar draws from over 25 years across product leadership, company-building, and early-stage investing to explain why defensibility matters earlier than most founders think, how traditional moats (marketplaces, SaaS velocity, network effects) still apply, and why AI radically compresses time-to-competition. He breaks down how Recursive Ventures evaluates teams, TAM, and moats at the pre-seed stage, why velocity has become a core signal, and how the venture model itself is being reshaped by smaller teams, faster execution, and lower capital requirements.The conversation also goes deep on founder decision-making: how to choose early investors, why community itself can be a moat, what good vs bad VCs look like when companies fail, and why product leaders should seriously consider jumping into AI-native environments, even if it means a short-term step down.If you're a product leader thinking about founding a company, advising startups, or staying relevant in the next decade, this episode offers a clear, opinionated framework for navigating what's changed and what still matters.All episodes of the podcast are also available on Spotify, Apple and YouTube.New to the pod? Subscribe below to get the next episode in your inbox

    Ultimate Guide to Partnering™
    283 – Hyperscaler Domination: How Elastic Won the Triple Crown as a Pinnacle Partner.

    Ultimate Guide to Partnering™

    Play Episode Listen Later Jan 4, 2026 12:04


    Welcome back to the Ultimate Guide to Partnering® Podcast. AI agents are your next customers. Subscribe to our Newsletter: https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ In this exclusive interview, Vince Menzione sits down with Darryl Peek, Vice President for Partner Sales (Public Sector) at Elastic, to decode how Elastic achieved the rare “triple crown”—winning Partner of the Year across Microsoft, Amazon, and Google Cloud simultaneously. Darryl breaks down the engineering-first approach that makes Elastic sticky with hyperscalers, reveals the rigorous metrics behind their partner health scorecard, and shares his personal “one-page strategy” for aligning mission, vision, and execution. From leveraging generative AI for cleaner sales hygiene to the timeless lesson of the “Acre of Diamonds,” this conversation offers a masterclass in building high-performance partner ecosystems in the public sector and beyond. https://youtu.be/__GE0r2fPuk Key Takeaways Elastic achieved “Pinnacle” status by aligning engineering roadmaps directly with hyperscaler innovations to become essential infrastructure. Successful public sector sales require a dual approach: leveraging resellers for contract access while driving domain-specific co-sell motions. Partner relationships outperform contracts; consistency in communication is more valuable than only showing up for renewals. Effective partner organizations track “influence” revenue just as rigorously as direct bookings to capture the full value of SI relationships. Generative AI can automate sales hygiene, turning scattered meeting notes into actionable CRM data and reducing friction for sales teams. The “Acre of Diamonds” philosophy reminds leaders that the greatest opportunities often lie within their current ecosystem, not in distant new markets. If you're ready to lead through change, elevate your business, and achieve extraordinary outcomes through the power of partnership—this is your community. At Ultimate Partner® we want leaders like you to join us in the Ultimate Partner Experience – where transformation begins. Keywords: Elastic, Darryl Peek, public sector sales, hyperscaler partnership, Microsoft Partner of the Year, AWS Partner of the Year, Google Cloud Partner, partner ecosystem strategy, co-sell motion, partner metrics, channel sales, government contracting, Carahsoft, generative AI in sales, sales hygiene, Russell Conwell, Acre of Diamonds, open source search, observability, security SIM, vector search, retrieval augmented generation, LLM agnostic, partner enablement, influence revenue, channel booking, SI relationships, strategic alliances. Transcript: Darryl Peek Audio Episode [00:00:00] Darryl Peek: I say, I tell my team from time to time, the difference between contacts and contracts is the R and that’s the relationship. So if you’re not building the relationship, then how do you expect that partner to want to lean in? Don’t just show up when you have a contract. Don’t just show up when you have a renewal. [00:00:13] Darryl Peek: Make sure that you are reaching out and letting them know what is happening. Don’t just talk to me when you need a renewal, right? When you’re at end of quarter and you want me to bring a deal forward, [00:00:23] Vince Menzione: welcome to the Ultimate Guide to Partnering. I’m Vince Menzi. Own your host, and my mission is to help leaders like you achieve your greatest results through successful partnering. [00:00:34] Vince Menzione: We just came off Ultimate Partner live at Caresoft Training Center in Reston, Virginia. Over two days, we gathered top leaders to tackle the real shifts shaping our industry. If you weren’t in the room, this episode brings you right to the edge of what’s next. Let’s dive in. So we have another privilege, an incredible partner, another like we call these, if you’ve heard our term, pinnacle. [00:01:00] Vince Menzione: I think it’s a term that’s not widely used, but we refer to Pinnacle as the partners that have achieved the top rung. They’ve become partners of the year. And our next presenter, our next interview is going to be with an organization. And a person that represents an organization that has been a pinnacle partner actually for all three Hyperscalers, which is really unusual. [00:01:24] Vince Menzione: Elastic has been partner of the Year award winner across Microsoft, Amazon, and Google Cloud, so very interesting. And Darrell Peak, who is the leader for the public sector organization, he’s here in the Washington DC area, was kind enough. Elastic is a sponsor event, and Darryl’s been kind enough to join me for a discussion about what it takes to be a Pinnacle partner. [00:01:47] Vince Menzione: So incredibly well. Excited to welcome you, Darryl. Thank you, sir. Good to have you. I love you. I love your smile, man. You got an incredible smile. Thank you. Thank you, Vince. Thank you. So Darryl, I probably didn’t do it any justice, but I was hoping you could take us through your role and responsibilities at Elastic, which is an incredible organization. [00:02:08] Vince Menzione: Alright. Yeah, [00:02:09] Darryl Peek: absolutely. So Darrell Peak vice President for partner sales for the US public sector at Elastic. I’ve been there about two and a half years. Responsible for our partner relationships across all partner types, whether that’s the system integrators, resellers, MSPs, OEMs, distribution Hyperscalers, and our Technology Alliance partners. [00:02:26] Darryl Peek: And those are partners that aren’t built on the Elastic platform. In regards to how my partner team interacts with our team. Our ecosystem. We are essentially looking to further and lean in with our partners in order for them to, one, understand what Elastic does since we’re such a diverse tool, but also work with our field to understand what are their priorities and how do they identify the right partners for the right requirements. [00:02:50] Darryl Peek: In regards to what Elastic is and what it does elastic is a solution that is actually founded on search and we’re an open source company. And one of the things that I actually did when I left the government, so I worked for the government for a number of years. I left, went and worked for Salesforce, then worked for Google ran their federal partner team and then came over to Elastic because I wanted to. [00:03:11] Darryl Peek: Understand what it meant to be at an open source company. Being at an open source company is quite interesting ’cause you’re competing against yourself. [00:03:17] Vince Menzione: Yeah, that’s true. [00:03:18] Darryl Peek: So it’s pretty interesting. But elastic was founded in 2012 as a search company. So when you talk about search, we are the second most used platform behind Google. [00:03:28] Darryl Peek: So many of you have already used Elastic. Maybe on your way here, if you use Uber and Lyft, that is elastic. That is helping you get here. Oh, that is interesting. If you use Netflix, if you use wikipedia.com, booking.com, eBay, home Depot, all of those are search capabilities. That Elastic is happening to power in regards to what else we do. [00:03:47] Darryl Peek: We also do observability, which is really around application monitoring, logging, tracing, and metrics. So we are helping your operations team. Pepsi is a customer as well as Cisco. Wow. And then the last thing that we do is security when we’re a SIM solution. So when we talk about sim, we are really looking to protect networks. [00:04:03] Darryl Peek: So we all, we think that it’s a data problem. So with that data problem, what we’re trying to do is not only understand what is happening in the network, but also we are helping with threat intelligence, endpoint and cloud security. So all those elements together is what Elastic does. And we only do it two ways. [00:04:18] Darryl Peek: We’re one platform and we can be deployed OnPrem and in the cloud. So that’s a little bit about me and the company. Hopefully it was clear, [00:04:24] Vince Menzione: I’ve had elastic people on stage. You’ve done, that’s the best answer I’ve had. What does Elastic do? I used to hear all this hyperbole and what? [00:04:32] Vince Menzione: What? Now I really understand what you do is an organiz. And the name of the company was Elasticsearch. [00:04:36] Darryl Peek: It was [00:04:37] Vince Menzione: elastic at one time when I first. Worked with you. It was Elasticsearch. [00:04:40] Darryl Peek: Absolutely. Yeah. So many moons ago used to be called the Elk Stack and it stood for three things. E was the Elasticsearch which is a search capability. [00:04:48] Darryl Peek: L is Logstash, which is our logging capability. And Cabana is essentially our visualization capability. So it was called Elk. But since we’ve acquired so many companies and built so much capability into the platform, we can now call it the elastic. Platform. [00:05:00] Vince Menzione: So talk to me about your engagement with the hyperscalers. [00:05:02] Vince Menzione: You’ve been partner of the Year award winner with all three, right? I mentioned that, and you were, you worked for Google for a period of time. Yes. So tell us about, like, how does that work? What does that engagement look like? And why do you get chosen as partner of the year? What are the things that stand out when you’re working with these hyperscalers [00:05:19] Darryl Peek: and with that we are very fortunate to be recognized. [00:05:23] Darryl Peek: So many of the organizations that are out there are doing some of the same capabilities that we do, but they can’t claim that they won a part of the year for all three hyperscalers in the same year. We are able to do that because we believe in the power of partnership, not only from a technology perspective, but also from a sales perspective. [00:05:39] Darryl Peek: So we definitely lean in with our partnerships, so having our engineers talk, having our product teams talk, and making sure that we’re building capabilities that actually integrate within the cloud service providers. And also consistently building a roadmap that aligns with the innovation that the cloud service providers are also building towards. [00:05:56] Darryl Peek: And then making sure that we’re a topic of discussion. So elastic. From a search capability, we do semantic search, vector search, but also retrieval augmented generation, which actually is LLM Agnostic. So when you say LLM Agnostic, whether you want to use Gemini, Claude or even Chad, GBT, those things are something that Elastic can integrate in, but it actually helps reduce the likelihood of hallucination. [00:06:18] Darryl Peek: So when we’re building that kind of solution, the cloud service provider’s you’re making it easy for us, and when you make it easy, you become very attractive and therefore you’re. Likely gonna come. So it becomes [00:06:28] Vince Menzione: sticky in that regard. Very sticky. So it sounds like very much an engineer, a lot of emphasis on the engineering aspects of the business. [00:06:35] Vince Menzione: I know you’re an engineer by background too, right? So the engineering aspects of the business means that you’re having alignment with the engineering organizations of those companies at a very deep level. [00:06:44] Darryl Peek: Absolutely. So I’m [00:06:45] Vince Menzione: here. [00:06:45] Darryl Peek: Yeah. And being at Elastic has been pretty amazing. So coming from Google, we had so many different solutions, so many different SKUs, but Elastic releases every eight weeks. [00:06:54] Darryl Peek: So right before you start to understand the last release, the next release is coming out and we’re already at 9.2 and we just released 9.0 in May. So it’s really blazing fast on the capability that we’re really pushing the market, but it’s really hard to make sure that we get it in front of our partners. [00:07:10] Darryl Peek: So when we talk about our partner enablement strategy, we’re just trying to make sure that we get the right information in front of the right partners at the right time, so this way they can best service their customers. [00:07:19] Vince Menzione: So let’s talk about partner strategy. Alyssa Fitzpatrick was on stage with me at our last event, and she Alyssa’s fantastic. [00:07:25] Vince Menzione: She is incredible. Yes, she is. She was a former colleague at Microsoft Days. Yes. And then she, we had a really interesting conversation. About what it takes, like being in, in a company and then working with the partners in general. And you have, I’m sure you have a lot of the similarities in how you have to engage with these organizations. [00:07:42] Vince Menzione: You’re working across the hyperscalers, you’re also working with the ecosystem too. Yes. ’cause the delivery, you have delivery partners as well. Absolutely. So tell us more about that. [00:07:50] Darryl Peek: So we kinda look at it from a two, two ways from the pre-sales motion and then the post-sales. From the pre-sales side. [00:07:56] Darryl Peek: What we’re trying to do is really maximize our, not only working with partners, because within public sector, you need to get access to customers through contract vehicles. So if you want to get access to some, for instance, the VA or through GSA or others, you have to make sure you’re aligned with the right partners who have access to. [00:08:12] Darryl Peek: That particular agency, but also you want domain expertise. So as you’re working with those system integrators, you wanna make sure that they have capability that aligns. So whether it is a security requirement, you wanna work with someone who specializes in security, observability and search. So that’s the way that we really look at our partner ecosystem, but those who are interested in working with us. [00:08:30] Darryl Peek: Because everybody doesn’t necessarily have a emphasis on working with a new technology partner, [00:08:36] Vince Menzione: right? [00:08:36] Darryl Peek: So what we’re trying to do is saying how do we build programs, incentives and sales plays that really does align and strike the interest of that particular partner? So when we talk about it I tell my team, you have to, my grandfather to say, plan your work and work your plan. And if you fail a plan, you plan to fail. So being able to not only have a strong plan in place, but then execute against that plan, check against that plan as you go through the fiscal year, and then see how you come out at the end of the fiscal year to see are we making that progress? [00:09:01] Darryl Peek: But on the other side of it, and what I get stressed about with my sales team and saying what does partners bring to us? So where are those partner deal registrations? What is the partner source numbers? How are we creating more pipeline? And that is where we’re now saying, okay, how can we navigate and how can we make it easier? [00:09:17] Darryl Peek: And how can we reduce friction in order for the partner to say, okay, elastic’s easy to work with. I can see value in, oh, by the way, I can make some money with. [00:09:25] Vince Menzione: So take us through, have there been examples of areas where you’ve had to like, break through to this other side in terms of growing the partner ecosystem? [00:09:33] Vince Menzione: What’s worked, what hasn’t worked? Yes, I’d love to learn more about that. [00:09:36] Darryl Peek: I’ll say that and I tell my team one, you partner program is essential, right? If you don’t have an attractive partner program in regards to how they come on board, how they’re incentivized the right amount of margin, they won’t even look at you. [00:09:49] Darryl Peek: The second thing is really how do you engage? So a lot of things start with relationships. I think partnerships are really about relationships. I say I tell my team from time to time, the difference between contacts and contracts is the R and that’s the relationship. So if you’re not building the relationship, then how do you expect that partner to want to lean in? [00:10:07] Darryl Peek: Don’t just show up when you have a contract. Don’t just show up when you have a renewal. Make sure that you are reaching out and letting them know what is happening. I like the what Matt brought up in saying, okay, talk to me when you have a win. Talk to me when you have something to talk about. [00:10:22] Darryl Peek: Don’t just talk to me when you need a renewal. When you’re at end the quarter and you want me to bring a deal forward, that doesn’t help ab absolutely. [00:10:28] Vince Menzione: So engineering organizations, sales organizations, what are, what does a healthy partnership look like for you? [00:10:35] Darryl Peek: So I look at metrics a lot and we use a number of tools and I know folks are using tools out there. [00:10:41] Darryl Peek: I won’t name any tools for branding purposes, but in regards to how we look at tools. So some things that we measure closely. Of course it’s our partner source numbers, so partner source, bookings, and pipeline. We look at our partner attached numbers and pipeline as well as the amount or percentage of partner attached business that we have in regards to our overall a CV number. [00:11:00] Darryl Peek: We also look at co-sell numbers, so therefore we are looking at not only how. A partner is coming to us, but how is a partner helping us in closing the deal even though they didn’t bring us the deal? We’re also looking at our cloud numbers and saying what amount of deals and how much business are we doing with our cloud service providers? [00:11:15] Darryl Peek: Because of course we wanna see that number go up year over year. We wanna actually help with that consumption number because not only are we looking at it from a SaaS perspective, but also if the customer has to commit we can help burn that down as well. We also look at influence numbers. [00:11:27] Darryl Peek: Now, one of the harder things to do within a technology business is. Capturing all that si goodness. And saying how do I reflect the SI if they’re not bringing me the deal? And I can’t attribute that amount of deal to that particular partner, right? And the way that we do that is we just tag them to the influence. [00:11:44] Darryl Peek: So we’re able to now track influence. And also the M-S-P-O-E-M work that we are also tracking and also we’re tracking the royalties. And lastly is the professional service work that we do with those partners. So we’re looking to go up into the right where we start them out at our select level, we go to our premier level and then our elite level. [00:12:00] Darryl Peek: But left and to the right, I say you gotta go from zero to one, one to five, five to 10, and then 10 to 25. So if we can actually see that progression. That is where we’re really starting to see health in the partnership, but also the executive alignment is really important. So when our CEO is able to meet with the fellow CEO of the co partner company that is really showing how we are progressing, but also our VPs and others that are engaged. [00:12:20] Darryl Peek: So those are things that we really do measure. We do have a health score card and also, we track accreditations, we track certifications as well as training outcomes based on our sales place. [00:12:30] Vince Menzione: Wow. There’s a lot of metrics there. Yeah. So you didn’t bring, you didn’t bring any slides with that out? [00:12:35] Darryl Peek: Oh, no. I’m not looking at slides, by the way. [00:12:40] Vince Menzione: Let’s talk about marketplace. [00:12:42] Darryl Peek: All right? [00:12:42] Vince Menzione: Because we’ve had a lot of conversations about marketplace. We’ve got both vendors up here talking about marketplace and the importance of marketplace, right? You’ve been a Marketplace Award winner. We haven’t really talked about that, like that motion per se. [00:12:55] Vince Menzione: I’d love to s I’d love to hear from you like how you, a, what you had to overcome to get to marketplace, what the marketplace motion looks like for your organization, what a marketplace first motion looks like. ’cause a lot of your cut a. Are all your customers requiring a lot of direct selling effort or is it some of it through Marketplace? [00:13:14] Vince Menzione: Like how does it, how does that work for you? [00:13:15] Darryl Peek: So Elastic is a global organization. Yeah. So we’re, 40 different countries. So it depends on where we’re talking. So if we talk about our international business, which is our A PJ and EMEA business we are seeing a lot more marketplace and we’re seeing that those direct deals with customers. [00:13:28] Darryl Peek: Okay. And we’re talking about our mirror business. A significant amount goes through marketplace and where our customers are transacting with the marketplace and are listing. On the marketplace within public sector, it’s more of a resell motion. Okay. So we are working with our resellers. [00:13:39] Darryl Peek: So we work our primary distribution partner is Carahsoft. So you heard from Craig earlier. Yes. We have a strong relationship with Carahsoft and definitely a big fan of this organization. But in regards to how we do that and how we track it we are looking at better ways to, track that orchestration and consumption numbers in order to see not only what customers we’re working with, but how can we really accelerate that motion and really get those leads and transactions going. [00:14:03] Vince Menzione: Very cool. Very cool. And I think part of the reason why in, in the government or public sector space it has a lot to do with the commitments are different. Absolutely. So it’s not government agencies aren’t able to make the same level of commitments that, private sector organizations were able to make, so they were able to the Mac or Microsoft parlance and also a AWS’s parlance. [00:14:23] Vince Menzione: Yeah, [00:14:24] Darryl Peek: definitely a different dynamic. Yeah. And especially within the public sector. ’cause we have Gov Cloud to work with, right? That’s right. So we’re working with Microsoft or we’re working with AWS, they have their Gov cloud and then we Google, they don’t have a Gov cloud, but we still have to work with them differently. [00:14:35] Darryl Peek: Yeah. Within that space. That’s [00:14:36] Vince Menzione: right. That’s right. So it makes the motion a little bit differently there. So I think we talked through some of this. I just wanna make sure we cover our points [00:14:43] Darryl Peek: here. One thing I’ll do an aside, you talked about the acre of diamonds. I’m a big fan of that story. [00:14:47] Vince Menzione: Yeah, let’s talk about Russ Con. Yeah, [00:14:49] Darryl Peek: let’s talk about it. Do you all know about the Acre Diamonds? Have you all heard that story before? No. You have some those in the audience. [00:14:55] Vince Menzione: I, you know what, let’s talk about it. All [00:14:56] Darryl Peek: See, I’m from Philadelphia. [00:14:57] Vince Menzione: I didn’t know you were a family. My daughter went to Temple University. [00:14:59] Vince Menzione: Ah, [00:15:00] Darryl Peek: okay. That’s all I know. So Russell Conwell. So he was, a gentleman out of the Philadelphia area and he went around town to raise money and he wanted to raise money because he believed that there was a promise within a specific area. And as he continued to raise this money, he would tell a story. [00:15:14] Darryl Peek: And basically it was a story about a farmer in Africa. And the farmer in Africa, to make it really short was essentially looking to be become very wealthy. And because he wanted to become very wealthy, he believed that selling his farm and going off to a long distant land was the primary way for him to find diamonds. [00:15:28] Darryl Peek: And this farmer didn’t sold us. Sold his place, then went off to to this foreign land, and he ended up dying. And people thought that was the end of the story, but there was another farmer who bought that land and one time this big, and they called him the ot, came to the door and said you mind if I have some tea with you? [00:15:43] Darryl Peek: He said, all right, come on in. Have a drink. And as he had the drink, he looked upon the mantle and his mouth dropped. And then the farmer said what’s wrong? What do you say? He says, do you know what that is? No. He said no. Do you know what that is? He says, no. He said, that’s the biggest diamond I’ve ever seen, and the farmer goes. [00:16:01] Darryl Peek: That’s weird because there’s a bunch right in the back where I go grab my fruits and crops every day. So the idea of the acre diamonds and sometimes that you don’t need to go off to a far off land. It is actually sometimes right under your feet, and that is a story that helped fund the starting of Temple University. [00:16:16] Vince Menzione: I’m gonna need to take you at every single event so you can tell this story again. That’s an awesome job. Oh, I love it. And yeah, they founded a Temple University. Yeah. Which has become an incredible university. My daughter, like I said, my daughter’s a graduate, so we’re Temple fan. That’s great story. [00:16:31] Vince Menzione: That is a very cool, I didn’t realize you were a Philadelphia guy too, so that is awesome. Go birds. Go birds. All right, good. So let’s talk, I think we talked a little bit about your ecosystem approach, but maybe just a little bit more on this, like you said, like a lot of data, a lot of metrics but also a lot of these organizations also have to under understand the engineering side of things. [00:16:53] Vince Menzione: Oh, yeah. There’s a tremendous amount to become. Not everybody could just show up one day and become an elastic partner [00:16:58] Darryl Peek: absolutely. Absolutely. So take us [00:16:59] Vince Menzione: through that process. [00:17:00] Darryl Peek: Yeah. So one of the things that we are trying to mature and we have matured is our partner go to market. [00:17:06] Darryl Peek: So in order to join our partner ecosystem, you have to sign ’em through our partner portal. You have to sign our indirect reseller agreement. ’cause we do sell primarily within the public sector through distribution. And we only go direct if it is by exception. So you have to get justification through myself as well as our VP for public sector. [00:17:21] Darryl Peek: But we really do try to make sure that we can aggregate this because one thing that we have to monitor is terms and conditions. ’cause of course, working with the government, there’s a lot of terms and conditions. So we try to alleviate that by having it go through caresoft, they’re able to absorb some, so this way we can actually transact with the government. [00:17:36] Darryl Peek: In regards to the team though we try to really work closely with our solution architecture team. So this way we can develop clear enablement strategies with our partners so this way they know what it is we do, but also how to properly bring us up in a conversation. Also handle objections and also what are we doing to implement our solutions within other markets. [00:17:55] Darryl Peek: So those are things that we are doing as well as partner marketing. Top of funnel activity is really important, so we’re trying to differentiate what we’re doing with the field and field marketing. So you’re doing the leads and m qls and things of that nature also with partner marketing. So our partner marketing actually is driven by leads, but also we’re trying to transact. [00:18:10] Darryl Peek: And get Ps of which our partner deal registration. So that is how we align our partner go to market. And that is actually translating into our partner source outcomes. [00:18:18] Vince Menzione: And I think we have a slide that talks a little bit about your public sector partner strategy. [00:18:23] Darryl Peek: Oh yeah. Oh, I share that. So I thought maybe we could spin it. [00:18:25] Darryl Peek: Absolutely. [00:18:25] Vince Menzione: I know you we can’t see it, but they can. Oh, they can. Okay. Great. [00:18:29] Darryl Peek: There it’s there. [00:18:30] Vince Menzione: It’s career. [00:18:31] Darryl Peek: One thing, I think this was Einstein has said, if you can’t explain it simply, you don’t understand it well enough. So that was the one thing. So I always was a big fan of creating a one page strategy. [00:18:39] Darryl Peek: And based on this one page strategy one of the things when I worked at Salesforce it was really about a couple things and the saying, okay, what are your bookings? And if you don’t have bookings, what does your pipeline look like? If you don’t have pipeline, what does your prospecting look like? [00:18:51] Darryl Peek: Yeah. If you don’t have prospecting what does your account plan look like? And if you don’t have an account plan, why are you here? Why are you here? Exactly. So those are the things that I really talk to my team about is just really a, it’s about bookings. It’s about pipeline. It’s about planning, enablement and execution. [00:19:05] Darryl Peek: It’s about marketing, branding and evangelism, and also about operational excellence and how to execute. Very cool. So being able to do that and also I, since I came from Salesforce, I talk to my team a lot about Salesforce hygiene. So we really talk about that a lot. So make, making sure we’re making proper use of chatter, but also as we talk about utilizing ai, we just try to. [00:19:21] Darryl Peek: How do we simplify that, right? So if we’re using Zoom or we’re using Google, how do we make sure that we’re capturing those meeting minutes, translating that, putting that into the system, so therefore we have a record of that engagement with that partner. So this is a continuous threat. So this way I don’t have to call my partner manager the entire time. [00:19:36] Darryl Peek: I can look back, see what actions, see what was discussed, and say, okay, how can we keep this conversation going? Because we shouldn’t have to have those conversations every time. I shouldn’t have to text you to say, give me the download on every partner. Every time. How do we automate that? And that’s really where you’re creating this context window with your Genive ai. [00:19:53] Darryl Peek: I think they said what 75% of organizations are using one AI tool. And I think 1% are mature in that. But also a number of organizations, it’s 90% of organizations are using generative AI tools to some degree. So we are using gen to bi. We do use a number of them. We have elastic GPT. Nice little brand there. [00:20:11] Darryl Peek: But yeah, we use that for not only understanding what’s in our our repositories and data lakes and data warehouses, but also what are some answers that we can have in regards to proposal responses, RP responses, RFI, responses and the like. [00:20:23] Vince Menzione: And you’re reaching out to the other LLMs through your tool? [00:20:26] Darryl Peek: We can actually interact with any LLM. So we are a LLM Agnostic. [00:20:29] Vince Menzione: Got it. Yep. That’s fantastic. And this slide is we’ll make this available if you don’t have a, yeah, have a chance. We’ll share it. I [00:20:36] Darryl Peek: am happy to share, yeah. And obviously happy to talk, reach out about it. Of, of course. I simplified it in order to account for you, but one of the things that I talk about is mission, vision of values. [00:20:45] Darryl Peek: And as we start with that is what is your mission now? How is anybody from Pittsburgh, anybody steal a fan? Oh wow. No, there’s a steel fan over [00:20:54] Vince Menzione: here. There’s one here. There’s a couple of ’em are out here. So I feel bad. [00:20:57] Darryl Peek: The reason why I put immaculate in there is for the immaculate reception, actually. [00:21:00] Darryl Peek: Yes. And basically saying that if you ever seen that play, it was not pretty at all. It was a very discombobulated play. Yeah. And I usually say that’s the way that you work with partners too, because when that deal doesn’t come in, when you gotta make a call, when you’re texting somebody at 11 o’clock at night, when you’re trying to get that at, right before quarter end. [00:21:17] Darryl Peek: Yeah. Before the end of it. It really is difficult, but it’s really creating that immaculate experience. You want that partner to come back. I know it’s challenging, but I appreciate how you leaned in with us. Yes, absolutely. I appreciate how you work with us. I appreciate how you held our hand through the process, and that’s what I tell my team, that we have to create that partner experience. [00:21:32] Darryl Peek: And maybe that’s a carryover from Salesforce, Dave. I don’t know. But also when we talk about enhancing or accelerating our partner. Our public sector outcomes that is really working with the customer, right? So customer experience has to be part of it. Like all of us have to be focused on that North star, and that is really how do we service the customer, and that’s what we choose to do. [00:21:48] Darryl Peek: But also the internal part. So I used to survey my team many moves ago, and I said, if we don’t get 80% satisfaction rate from our employees how do we get 60% satisfaction rate from our customers? Yeah. So really focus on that employee success and employee satisfaction. It’s so important, is very important. [00:22:03] Darryl Peek: So being able to understand what are the needs of your employees? Are you really addressing their concerns and are you really driving them forward? Are you challenging them? Are you creating pathways for progression? So those are things that I definitely try to do with my team. As well as just really encouraging, inspiring, yeah. [00:22:19] Darryl Peek: And just making sure that they’re having fun at the same time. [00:22:21] Vince Menzione: It shows up in such, I, there’s an airline I don’t fly any longer, and it was a million mile member of and I know it’s because of the way they treat their employees. [00:22:29] Vince Menzione: Because it cascades Right? [00:22:30] Darryl Peek: It does. Culture is important. [00:22:32] Vince Menzione: Yeah. Absolutely. [00:22:32] Darryl Peek: What is it? What Anderson Howard they say what col. Mark Andresen culture eat strategy for [00:22:37] Vince Menzione: breakfast. He strategy for breakfast? Yes. Very much this has been insightful. I really enjoyed having you here today. Really a great, you’re a lot of fun. You’re a lot of fun. [00:22:43] Vince Menzione: Darry, isn’t you? Amazing. So thank you for joining us. Thank you all. Thank And you’re gonna be, you’re gonna be sticking around for a little while today. I’m sticking around for a little while. I’ll be back in little later. I think people are gonna just en enjoy having a conversation with you, a little sidebar. [00:22:55] Darryl Peek: Absolutely. I’m looking forward to it. Thank you all for having me. Glad to be here. And thank you for giving the time today. [00:23:01] Vince Menzione: Thank you Darryl, so much. So appreciate it. And you’re gonna have to come join me on this Story Diamond tool. Yeah, absolutely. Thanks for tuning into this episode of Ultimate Guide to Partnering. [00:23:12] Vince Menzione: We’re bringing these episodes to you to help you level up your strategy. If you haven’t yet, now’s the time to take action and think about joining our community. We created a unique place, UPX or Ultimate partner experience. It’s more than a community. It’s your competitive edge with insider insights, real-time education, and direct access to people who are driving the ecosystem forward. [00:23:38] Vince Menzione: UPX helps you get results, and we’re just getting started as we’re taking this studio. And we’ll be hosting live stream and digital events here, including our January live stream, the Boca Winter Retreat, and more to come. So visit our website, the ultimate partner.com to learn more and join us. Now’s the time to take your partnerships to the next level.

    Topline
    He Built a SaaS Monster with $1 Million (And Refused to Raise More)

    Topline

    Play Episode Listen Later Jan 4, 2026 38:53


    Wade Foster (CEO) built Zapier into a profitable powerhouse without traditional VC funding—just $1M post-YC, then profitable ever since. On this episode, the co-founder and CEO shares how that capital discipline shaped their ability to pivot hard when AI hit. Wade also dishes on: The GPT-4 moment that shifted Zapier's roadmap A tested formula for AI agents that actually work How to incentivize internal AI adoption   Thanks for tuning in! Catch new episodes every Sunday Subscribe to Topline Newsletter. Tune into Topline Podcast, the #1 podcast for founders, operators, and investors in B2B tech. Join the free Topline Slack channel to connect with 600+ revenue leaders to keep the conversation going beyond the podcast!   Chapters: 00:00 Introduction: Wade Foster and the Age of Agents 02:38 Zapier's Origin: Solving the SaaS Integration Problem 04:14 From Zaps to Agents: The Evolution of Automation 05:07 How GPT-4 Changed Zapier's Internal Strategy 06:43 Unstructured Data and the Rise of Vibe Building 09:56 Why Long-Term Product Roadmaps Are Now Obsolete 13:00 Transitioning from PLG to Enterprise Amidst Competition 17:58 What Actually Works: Defining Successful Agentic Workflows 20:59 Building an AI-Literate Company Culture 26:18 Future Outlook: AI Bubbles vs. Product Reality 27:38 Navigating Board Expectations During Technology Shifts 30:23 Zapier's Capital Efficiency and Fundraising History 33:58 Founder Advice: Prioritizing Long-Term Thinking  

    Jungunternehmer Podcast
    Ingredient - Churn-Prevention: Diese Faktoren entscheiden - mit Johannis Hatt

    Jungunternehmer Podcast

    Play Episode Listen Later Jan 4, 2026 15:26


    Johannis Hatt, Gründer von ProductsUp, spricht über effektives Churn-Management. Er teilt, warum sie anfangs mit einem risikolosen Agency-Modell starteten, wie sie durch exzellenten Kundenservice Churn minimierten und warum der US-Markt weniger Automation, aber mehr Service erwartet. Was du lernst: Die Balance zwischen SaaS und Service Wie du Churn durch Kundenservice reduzierst Warum internationale Märkte unterschiedlich ticken Den richtigen Mix aus Automation und Support ALLES ZU UNICORN BAKERY: https://stan.store/fabiantausch   Johannis Hatt LinkedIn: https://www.linkedin.com/in/johannishatt/?originalSubdomain=de  Productsup: https://www.productsup.com/de/  Florian Dostert: LinkedIn: https://www.linkedin.com/in/florian-dostert/  Syntinels: www.syntinels.com  Join our Founder Tactics Newsletter: 2x die Woche bekommst du die Taktiken der besten Gründer der Welt direkt ins Postfach: https://www.tactics.unicornbakery.de/ 

    Finding Genius Podcast
    AI At Scale: Ephraim Ebstein On Supercharging Business Operations

    Finding Genius Podcast

    Play Episode Listen Later Jan 3, 2026 43:27


    How is artificial intelligence transforming the way businesses operate? Can cutting-edge technology be the key to scaling success? In this episode, Ephraim Ebstein, Founder and CEO of Fit Solutions, sits down to share his insights… Fit Solutions is a $30 million IT and cybersecurity firm that helps thousands of businesses increase efficiency, reduce IT costs, and protect against cyber threats. Ephraim is also the Co-Founder of AI Integrators, a venture focused on leveraging AI to streamline business operations and optimize performance. With over 15 years in the tech industry, Ephraim has a background in managed IT services, network engineering, and cybersecurity consulting. Before founding Fit Solutions, he served as Senior Systems Engineering Team Lead at All Covered, a division of Konica Minolta. He holds a Bachelor's degree in Management Information Systems and has a proven track record in scaling tech businesses while fostering a strong company culture. In this discussion, we cover: The difference between an enterprise and a medium-sized business.  How AI "employees" are transforming customer service and operational efficiency. Why company culture and leadership systems are essential to business growth. How AI and automation are reducing costs while driving revenue. Find out more about Fit Solutions and their AI initiatives by visiting their website!

    ApartmentHacker Podcast
    2,119 AI is moving faster than your organization, and no, pilots don't count as a plan

    ApartmentHacker Podcast

    Play Episode Listen Later Jan 3, 2026 7:40


    “AI is moving faster than your organization, and no, pilots don't count as a plan.” — Mike BrewerEvery multifamily PMC wants a great AI story to tell! Here is the version you don't want to tell. Or, worse, you don't want to acknowledge. Even worse, the one you're oblivious to. Don't fret, there is hope; most PMCs aren't unprepared. Wait, I lied; it's past time to worry; they're misprepared. Break the glass and pull the alarm! All of them!Over the past several years, primarily due in part to supplier partners (no ill intent meant to these fine humans) adding AI features to their core products! Or in some cases as a marketing tagline. But, I digress. PMCs have adopted AI like it's a tool. Not a transformation. A pilot here. A dashboard there. But under the hood? No structure. No systems. No real muscle for iteration – read humans that are open to change.Make no mistake, Multifamily and thus PMCs are sprinting toward an AI-infused future. The problem is they are still running in the shoes Jim Thorpe made famous at the 1912 Stockholm Olympics.Not meant as a metaphor, but as a diagnosis and more importantly a warning! Get a new pair of track shoes and lace them up tight because this is the most critical sprint your PMC will ever run! The time is NOW!AI adoption is moving at breakneck speed. But the operational backbone that supports it is made of processes, people, decision rights, and data structures. And that backbone is fragmented. It is outdated. In many cases, it is dangerously unaware.Most PMCs do not have a centralized AI team. No one owns the roadmap. No one owns the feedback loop. No one owns the ethics. No one owns the scale. No one owns the failure modes. So when something breaks or when it scales without oversight, there is no hand on the wheel.Brutal TruthAI does not reward experimentation. It rewards orchestration. We are not talking about a SaaS install. It is an operating model shift (this is the punchline to wrap your head around) – Call it a TINA problem. Unless you restructure your organization to keep pace with the pace and pattern of AI's evolution, you are not building a competitive advantage. You are creating what the tech industry calls, technical debt.I'm calling it a readiness gap.The symptoms are already appearing everywhere. Data pipelines are bottlenecking innovation. Frontline teams are stuck interpreting dashboards they do not trust. AI recommendations are ignored because they are not connected to real decision flows. The executive suite is playing with ChatGPT while the real leverage dies in committee.You can't close the readiness gap with more AI tools. You must be thoughtful, intentional, and strategic. And most of all committed!!You need an AI command center. It must be cross-functional. It must cut across silos. It must be culturally embedded. It must own education, integration, and experimentation. This cannot be a shadow IT project. It must be a strategic organ of the business. Most importantly, they must have a voice at the table that carries real responsibility, accountability, and authority.Start with your operating rhythm. If AI decisions are made at the edge without feedback loops into core planning, you're sprinting blindfolded with both arms tied behind your back. If your data foundation is not layered, labeled, and leveraged across every team, then your thinking is wishful and hopeful. If your frontline is not trained to trust and verify AI outputs, you will hit a stalling point.The next 12 months will define the next 12 years.And this transformation will be won by the early integrators and orchestrators.Runners, take your Mark! https://www.multifamilycollective.com

    Best Story Wins
    How to Increase Brand ROI Through Scale, Speed, and Quality” with Dan Schwer of Rippling

    Best Story Wins

    Play Episode Listen Later Jan 2, 2026 56:57


    Your brand isn't losing to competitors, it's getting flattened by “good enough.”In a world where AI can generate passable B2B content in seconds, bland isn't safe. It's fatal.In this episode, Dan Schwer of Rippling breaks down what brand actually looks like inside a 6.000-person SaaS company with a creative team of 15. We go straight at the uncomfortable stuff: why “brand vs. demand” is a lazy (and expensive) debate, how a brand refresh becomes a business lever (not a design hobby), and what it takes to keep quality high when the org is moving at startup speed and the pipeline still wants receipts.If you're still treating brand as the “pretty layer” on top of performance, this one's going to sting — in a useful way.We also cover:Brand ROI without the fantasy math: Measuring impact through speed, scale, and craft.The “brand vs. demand” trap: Why the fight is fake — and what actually drives pipeline.Video as the new moat: Product launches, customer stories, and earning attention in B2B.AI won't fix bad taste: Where AI helps, where it slows you down, and why judgment still wins.

    Practical Founders Podcast
    #177: Building Multi-product Vertical SaaS With a Tiny Team - Robin Eissler

    Practical Founders Podcast

    Play Episode Listen Later Jan 2, 2026 70:50


    Robin Eissler is the founder and CEO of BoosterHub, a vertical SaaS platform built for high school booster clubs. After selling her prior business as a private jet broker, Robin volunteered to run a local booster club and discovered a messy problem run with spreadsheets, emails, and manual accounting. She decided to build a single system that could actually handle it. BoosterHub now serves nearly 600 booster programs, representing over 100,000 users. With just two full-time employees and a small dev team, the company processes more than $40M in transactions across payments, fundraising, merchandise sales, and accounting. Annual contract value typically runs $1,500–$2,000 per customer, with strong retention and expanding usage. Still independently-owned and bootstrapped, BoosterHub is approaching $1M ARR and profitability. Robin shares lessons on building complex software with a tiny team, selling to volunteer buyers, surviving seasonal revenue swings, and why slow, compounding growth can create durable SaaS businesses without venture capital. Key Takeaways Tiny Teams Work - Two employees plus contractors can build serious SaaS with focus, systems, and modern tooling. Sticky Beats Big - Hundreds of small customers compound more reliably than a handful of enterprise deals. Seasonality Is Real Education-adjacent - SaaS must survive cash spikes and winter slowdowns without panic. Founder-Led Marketing - Consistent content from the founder still drives inbound growth in niche markets. All-In-One Wins in Verticals - Being the system of record makes churn low and customer value expand naturally over time. Quote from Robin Eissler, Founder and CEO of BoosterHub "The numbers are much better than what we projected. so we're starting to see that compounding effect is really what's happening is there's just enough users and enough people in the system that they're using more of the add-on products and we're processing more volume.  "So it's starting to have that compounding effect. And so I really just admitted to myself this month, like, I think we're seeing it.  "I think we're finally seeing it. I feel like, OK, maybe for me, it's almost that I can exhale. I've been holding my breath for four years, so maybe I can breathe." Links Robin Eissler on LinkedIn BoosterHub on LinkedIn BoosterHub website Podcast Sponsor – Full Scale This podcast is sponsored by Full Scale, one of the fastest-growing software development companies in any region. Full Scale vets, employs, and supports over 300 professional developers, designers, and testers in the Philippines who can augment and extend your core dev team. Learn more at fullscale.io. The Practical Founders Podcast Tune into the Practical Founders Podcast for weekly in-depth interviews with founders who have built valuable software companies without big funding. Subscribe to the Practical Founders Podcast using your favorite podcast app or view on our YouTube channel. Get the weekly Practical Founders newsletter and podcast updates at practicalfounders.com. Practical Founders CEO Peer Groups Be part of a committed and confidential group of practical founders creating valuable software companies without big VC funding.  A Practical Founders Peer Group is a committed and confidential group of founders/CEOs who want to help you succeed on your terms. Each Practical Founders Peer Group is personally curated and moderated by Greg Head.

    Entrepreneurs on Fire
    Evolving to Thrive - The Pathway of Ascension with Mitch Russo

    Entrepreneurs on Fire

    Play Episode Listen Later Jan 1, 2026 21:33


    Mitch Russo built two 8-figure companies, partnered with Tony Robbins, wrote 4 bestselling books, runs a SaaS biz, coaches like Yoda, and now channels spiritual truth without the robes. Top 3 Value Bombs 1. Success begins by turning inward, transformation comes from self-awareness before it manifests outward. 2. Stories touch where strategies can't, when told well, they activate real change. 3. Imposter syndrome fades when you accept the value of your own lived experience. Visit Mitch's website for business-focused resources - Mitch Russo Website Sponsor HighLevel - The ultimate all-in-one platform for entrepreneurs, marketers, coaches, and agencies. Learn more at HighLevelFire.com.

    Lenny's Podcast: Product | Growth | Career
    We replaced our sales team with 20 AI agents—here's what happened | Jason Lemkin (SaaStr)

    Lenny's Podcast: Product | Growth | Career

    Play Episode Listen Later Jan 1, 2026 102:11


    Jason Lemkin is the founder of SaaStr, the world's largest community for software founders, and a veteran SaaS investor who has deployed over $200 million into B2B startups. After his last salesperson quit, Jason made a radical decision: replace his entire go-to-market team with AI agents. What started as an experiment has transformed into a new operating model, where 20 AI agents managed by just 1.2 humans now do the work previously handled by a team of 10 SDRs and AEs. In this conversation, Jason shares his hands-on experience implementing AI to run his sales org, including what works, what doesn't, and how the GTM landscape is quickly being transformed.We discuss:1. How AI is fundamentally changing the sales function2. Why most SDRs and BDRs will be “extinct” within a year3. What Jason is observing across his portfolio about AI adoption in GTM4. How to become “hyper-employable” in the age of AI5. The specific AI tools and tactics he's using that have been working best6. Practical frameworks for integrating AI into your sales motion without losing what works7. Jason's 2026 predictions on where SaaS and GTM are heading next—Brought to you by:DX—The developer intelligence platform designed by leading researchersVercel—Your collaborative AI assistant to design, iterate, and scale full-stack applications for the webDatadog—Now home to Eppo, the leading experimentation and feature flagging platform—Transcript: https://www.lennysnewsletter.com/p/we-replaced-our-sales-team-with-20-ai-agents—My biggest takeaways (for paid newsletter subscribers): https://www.lennysnewsletter.com/i/182902716/my-biggest-takeaways-from-this-conversation—Where to find Jason Lemkin:• X: https://x.com/jasonlk• LinkedIn: https://www.linkedin.com/in/jasonmlemkin• Website: https://www.saastr.com• Substack: https://substack.com/@cloud—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Jason Lemkin(04:36) What SaaStr does(07:13) AI's impact on sales teams(10:11) How SaaStr's AI agents work and their performance(14:18) How go-to-market is changing in the AI era(19:19) The future of SDRs, BDRs, and AEs in sales(22:03) Why leadership roles are safe(23:43) How to be in the 20% who thrive in the AI sales future(28:40) Why you shouldn't build your own AI tools(30:10) Specific AI agents and their applications(36:40) Challenges and learnings in AI deployment(42:11) Making AI-generated emails good (not just acceptable)(47:31) When humans still beat AI in sales(52:39) An overview of SaaStr's org(53:50) The role of human oversight in AI operations(58:37) Advice for salespeople and founders in the AI era(01:05:40) Forward-deployed engineers(01:08:08) What's changing and what's staying the same in sales(01:16:21) Why AI is creating more work, not less(01:19:32) Why Jason says these are magical times(01:25:25) The "incognito mode test" for finding AI opportunities(01:27:19) The impact of AI on jobs(01:30:18) Lightning round and final thoughts—Referenced:• Building a world-class sales org | Jason Lemkin (SaaStr): https://www.lennysnewsletter.com/p/building-a-world-class-sales-org• SaaStr Annual: https://www.saastrannual.com• Delphi: https://www.delphi.ai/saastr/talk• Amelia Lerutte on LinkedIn: https://www.linkedin.com/in/amelialerutte/• Vercel: https://vercel.com• What world-class GTM looks like in 2026 | Jeanne DeWitt Grosser (Vercel, Stripe, Google): https://www.lennysnewsletter.com/p/what-the-best-gtm-teams-do-differently• Everyone's an engineer now: Inside v0's mission to create a hundred million builders | Guillermo Rauch (founder and CEO of Vercel, creators of v0 and Next.js): https://www.lennysnewsletter.com/p/everyones-an-engineer-now-guillermo-rauch• Replit: https://replit.com• Behind the product: Replit | Amjad Masad (co-founder and CEO): https://www.lennysnewsletter.com/p/behind-the-product-replit-amjad-masad• ElevenLabs: https://elevenlabs.io• The exact AI playbook (using MCPs, custom GPTs, Granola) that saved ElevenLabs $100k+ and helps them ship daily | Luke Harries (Head of Growth): https://www.lennysnewsletter.com/p/the-ai-marketing-stack• Bolt: https://bolt.new• Lovable: https://lovable.dev• Harvey: https://www.harvey.ai• Samsara: https://www.samsara.com/products/platform/ai-samsara-intelligence• UiPath: https://www.uipath.com• Denise Dresser on LinkedIn: https://www.linkedin.com/in/denisedresser• Agentforce: https://www.salesforce.com/form/agentforce• SaaStr's AI Agent Playbook: https://saastr.ai/agents• Brian Halligan on LinkedIn: https://www.linkedin.com/in/brianhalligan• Brian Halligan's AI: https://www.delphi.ai/minds/bhalligan• Sierra: https://sierra.ai• Fin: https://fin.ai• Deccan: https://www.deccan.ai• Artisan: https://www.artisan.co• Qualified: https://www.qualified.com• Claude: https://claude.ai• HubSpot: https://www.hubspot.com• Gamma: https://gamma.app• Sam Blond on LinkedIn: https://www.linkedin.com/in/sam-blond-791026b• Brex: https://www.brex.com• Outreach: https://www.outreach.io• Gong: https://www.gong.io• Salesloft: https://www.salesloft.com• Mixmax: https://www.mixmax.com• “Sell the alpha, not the feature”: The enterprise sales playbook for $1M to $10M ARR | Jen Abel: https://www.lennysnewsletter.com/p/the-enterprise-sales-playbook-1m-to-10m-arr• Clay: https://www.clay.com• Owner: https://www.owner.com• Momentum: https://www.momentum.io• Attention: https://www.attention.com• Granola: https://www.granola.ai• Behind the founder: Marc Benioff: https://www.lennysnewsletter.com/p/behind-the-founder-marc-benioff• Palantir: https://www.palantir.com• Databricks: https://www.databricks.com• Garry Tan on LinkedIn: https://www.linkedin.com/in/garrytan• Rippling: https://www.rippling.com• Cursor: https://cursor.com• The rise of Cursor: The $300M ARR AI tool that engineers can't stop using | Michael Truell (co-founder and CEO): https://www.lennysnewsletter.com/p/the-rise-of-cursor-michael-truell• The new AI growth playbook for 2026: How Lovable hit $200M ARR in one year | Elena Verna (Head of Growth): https://www.lennysnewsletter.com/p/the-new-ai-growth-playbook-for-2026-elena-verna• Pluribus on AppleTV+: https://tv.apple.com/us/show/pluribus/umc.cmc.37axgovs2yozlyh3c2cmwzlza• Sora: https://openai.com/sora• Reve: https://app.reve.com• Everything That Breaks on the Way to $1B ARR, with Mailchimp Co-Founder Ben Chestnut: https://www.saastr.com/everything-that-breaks-on-the-way-to-1b-arr-with-mailchimp-co-founder-ben-chestnut/• The Revenue Playbook: Rippling's Top 3 Growth Tactics at Scale, with Rippling CRO Matt Plank: https://www.youtube.com/watch?v=h3eYtzBpjRw• 10 contrarian leadership truths every leader needs to hear | Matt MacInnis (Rippling): https://www.lennysnewsletter.com/p/10-contrarian-leadership-truths—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

    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.

    Run The Numbers
    a16z's Alex Immerman on How AI Is Redefining the Modern CFO | Mostly Classics

    Run The Numbers

    Play Episode Listen Later Jan 1, 2026 48:49


    [Original air date: June 19, 2025]In this episode, Alex Immerman, partner at Andreessen Horowitz, joins CJ to discuss the CFO role and how it's changing in the era of AI. He explains what the components of a company's AI agenda the CFO should own, how and where it should be leveraged in an organization, and why, if you're preparing to go public, AI needs to be mentioned in your S-1. He breaks down how the financial landscape differs greatly between AI-native SaaS companies and traditional B2B SaaS companies in terms of retention curves and gross margins, and how this relates to the ever-important LTV to CAC metric. As someone who has worked with prominent CFOs and interviewed many for a16z's portfolio companies, Alex also describes the qualities of a great CFO, and shares his favorite interview question, before discussing CFOs, CEO, and board dynamics.—LINKS:Alex Immerman on LinkedIn: https://www.linkedin.com/in/immermanAndreessen Horowitz: https://a16z.comCJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:a16z's Alex Immerman on the Evolving Role of the CFO in the Age of AIhttps://youtu.be/JIvHp-mlnzsSo You're Looking for a “Strategic” CFO? Bloomerang's Steve Isom on What That Really Meanshttps://www.youtube.com/watch?v=cgHOtvG1Ces—TIMESTAMPS:00:00:00 Preview and Intro00:01:46 AI Margins Improve Dramatically00:02:29 What Separates Great CFOs00:03:29 Founder Mindset Drives Performance00:05:31 Founder Intensity and Margin Expansion00:06:57 Backing Unproven Bets Thoughtfully00:08:29 Interviewing CFOs for Backbone00:09:55 When CFOs Push Back on Strategy00:11:25 CFO Trust With Boards and Investors00:11:50 How CFOs Engage Investors When Hiring00:14:44 Building Strong CFO Investor Relationships00:16:18 Sharing Bad News Early00:17:21 CEO Vision Versus CFO Validation00:20:57 How AI Is Changing the CFO Role00:23:56 Incumbents Versus AI-Native Finance Tools00:26:24 CFOs Driving Internal AI Adoption00:28:07 AI Impact on Customer Support Efficiency00:29:26 Internal Leverage From AI Automation00:31:29 Why Investors Care About LTV to CAC00:34:00 LTV to CAC Across Business Models00:36:26 Retention Curves Matter More Than Growth00:38:16 Evaluating AI Gross Margins Long Term00:40:04 Recipe for AI Margin Expansion00:43:01 What Makes a Public-Ready CFO00:44:47 Beating Guidance Drives IPO Performance00:46:56 Growth Versus Profitability Has Rebalanced#RunTheNumbersPodcast #CFOLeadership #FintechInvesting #AISaaS #VentureCapital 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

    Rails with Jason
    290 - Dead Man's Snitch with Chris Gaffney

    Rails with Jason

    Play Episode Listen Later Jan 1, 2026 58:48 Transcription Available


    In this episode I talk with Chris Gaffney about Dead Man's Snitch, a cron job monitoring service he's run full-time for six years after Collective Idea acquired it at a very early stage. We discuss the five-year path to profitability, SaaS being harder today, and dopaminergic personalities in tech.Links:Dead Man's SnitchNonsense Monthly

    SaaS Fuel
    The Infinite Workday: How to Stay Focused, Set Boundaries, and Avoid Burnout | Leslie Shreve | 350

    SaaS Fuel

    Play Episode Listen Later Jan 1, 2026 57:23


    Happy New Year and welcome back to the SaaS Fuel Podcast! In this episode, Jeff Mains sits down with Leslie Shreve, workload management and efficiency expert, and founder of Productive Day. Leslie shares her proprietary system, Taskology, and dives deep into the real reasons why busy SaaS leaders and professionals feel overwhelmed, despite using the latest tools and productivity hacks. Together, they unpack the hidden costs of “gray work,” the myth of the infinite workday, and why most task management apps fall short. Leslie offers a practical, actionable framework for regaining control, reducing stress, and making real progress—one atomic task at a time.Key TakeawaysThe Hidden Cost of Modern Work Chaos(00:47) – Being busy doesn't mean being productive. The proliferation of tools and notifications can drain focus and create “gray work.”Gray Work and Quiet Cracking(06:00) – “Gray work” is the time lost managing disconnected tools and notes. “Quiet cracking” is when professionals appear composed but are overwhelmed inside.The Infinite Workday(09:00) – Without boundaries, workdays can feel endless, leading to burnout. Protecting personal time is essential for health and productivity.Why Most Productivity Apps Fail(15:00) – Apps like Asana, Trello, and Notion offer features, but without a clear method, they can overwhelm rather than help.The Myth of the To-Do List(22:00) – A to-do list is only useful if it's complete, digital, and actionable. Paper lists and scattered notes don't cut it.The Fast Action Formula & Atomic Tasks(28:00) – Break projects into the smallest possible action steps, each with a clear what, how, why, and when. This makes progress achievable and reduces stress.Time Defense vs. Time Management(35:00) – Protecting time (a “time shield”) is more effective than trying to manage every minute. Block focused time and let others schedule around it.Tweetable Quotes“Gray work is what happens when you're chasing after tasks and notes, but nothing feels like it's getting done.”“Technology alone won't save you. You need a method to cut through the noise.”“Don't outsource thinking, decision-making, and execution—those are your superpowers as a leader.”“Atomic tasks are the smallest, most actionable steps. That's where real progress happens.”“Protect your time like it's your most valuable asset—because it is.”SaaS Leadership LessonsCentralize Your Work – Avoid scattered notes and tools; create a single digital hub for all tasks and information.Break Down Projects – Turn big projects into atomic tasks with clear action steps.Prioritize Ruthlessly – Focus on the few actions that truly move the needle, not just what's urgent.Protect Your Time – Use a “time shield” to block focused work periods and defend against interruptions.Embrace Flexibility – Plans will change; adapt quickly without losing sight of your priorities.Don't Rely on Tools Alone – Methods and systems matter more than the latest app or hack.Guest...

    Startup to Last
    2025 Recap

    Startup to Last

    Play Episode Listen Later Dec 31, 2025 117:30


    This is our annual recap episode. We talk about how things went in 2025 and what we're hoping to see in 2026.Personal goals for 2026Rick Getting back to basicsGoing from reactive to proactive (and surviving to thriving)Shifting from a strategy of playing it safe and reducing risk to taking smart risk and being ok looking a little foolishTyler Handle the transition back to full-time work (as it impacts parenting)Find clarity on what level of wealth we're comfortable exposing our daughter to.Help Shelly find more ways to go out at night while I take care of SydFinalize will+trustStretch goal: Start vibe coding personal appsProfessional goals for 2026Rick (hopes to achieve at least two of these goals) Outsource, delegate, or automate recurring tasks that I no longer value doing and/or others don't value me doingTry to grow LegUp Health by 50%, but do it in a way that we are all excited aboutRebuild personal website + read 10 really, really good nonfiction books and publish notes on themExperiment with AI to generate 1 additional revenue streamTyler Spend almost all IC time on design, product management, and coding. Fewer distractions!Management: Get the team up to speed on AI, and make it self-sustainingProduct management/design: Figure out how to keep up with the devs (especially if AI allows them to move even faster)Product Ship Mobile and KanbanReduce support by making things more self-serveMain theme: The first 30 minutes Onboarding improvementsRebuild the importing flowSimplification Separate contacts and companiesOpen contacts in page dialogStatuses on the contact recordTable view of contacts

    SaaS Metrics School
    The ROSE Metric is Your Key to Durable Growth in 2026

    SaaS Metrics School

    Play Episode Listen Later Dec 31, 2025 6:20


    In episode #341 of SaaS Metrics School, Ben Murray explains why revenue per FTE is a misleading metric for modern SaaS and AI companies and introduces the ROSE metric (Return on SaaS Employees) as a more accurate way to measure durable scaling. Ben walks through how ROSE removes labor-cost bias, incorporates contractors and Agentic AI spend, and directly connects people investment to recurring revenue generation. He also shares practical benchmark ranges and explains how founders and finance teams should use ROSE when budgeting and forecasting for 2026. Resources Mentioned ROSE Metric Template: https://www.thesaascfo.com/saas-rose-metric/ ROSE Metric Bootcamp: https://www.thesaasacademy.com/offers/rJhZ6VdM What You'll Learn Why revenue per FTE breaks down in global and AI-driven teams How the ROSE metric improves capital allocation decisions What costs should be included in ROSE ROSE benchmark ranges and how they map to profitability and cash burn How to interpret ROSE differently based on growth stage and company goals How to forecast ROSE using trailing and forward-looking time periods Why It Matters People and AI spend are the largest investments on a SaaS or AI P&L ROSE removes wage and geography bias from efficiency analysis The metric directly ties recurring revenue to capital deployed ROSE highlights whether headcount and AI investment are creating leverage Improving ROSE over time is critical for durable, profitable scaling Boards and investors care about efficiency trends, not just growth rates

    The Product Experience
    What high-confidence product managers do differently - Axel Sooriah (Atlassian)

    The Product Experience

    Play Episode Listen Later Dec 31, 2025 38:50


    Product managers are saving hours with AI, yet feel more uncertain than ever about whether their products will succeed. What's going on?In this episode of The Product Experience, Lily Smith and Randy Silver sit down with Axel Sooriah, product management evangelist at Atlassian, to unpack the findings from a large-scale survey into the state of product management today.Axel shares why so many teams are stuck on the hamster wheel of execution, how cross-functional collaboration still breaks down in practice, and why 84% of product managers doubt their products will succeed despite loving the craft. The conversation explores the real reasons behind PM anxiety, the role of leadership in creating confidence, and how reframing work around customer progress can re-energise teams.Chapters00:00 – Money, motivation, and product work01:12 – Axel Sooriah's product background02:16 – What a product management evangelist does05:38 – Why Atlassian ran the state of product management survey07:01 – AI productivity and the strategy time paradox11:32 – The hamster wheel of execution14:01 – Leadership, incentives, and product manager agency16:16 – Using AI in customer discovery18:17 – Cross-functional collaboration in practice22:06 – Why 84% of product managers doubt success26:16 – Discovery, evidence, and decision-making confidence28:47 – Fear and curiosity in the age of AI30:50 – Getting started with AI as a product manager32:54 – Profit focus and product team motivationOur HostsLily Smith enjoys working as a consultant product manager with early-stage and growing startups and as a mentor to other product managers. She's currently Chief Product Officer at BBC Maestro, and has spent 13 years in the tech industry working with startups in the SaaS and mobile space. She's worked on a diverse range of products – leading the product teams through discovery, prototyping, testing and delivery. Lily also founded ProductTank Bristol and runs ProductCamp in Bristol and Bath. Randy Silver is a Leadership & Product Coach and Consultant. He gets teams unstuck, helping you to supercharge your results. Randy's held interim CPO and Leadership roles at scale-ups and SMEs, advised start-ups, and been Head of Product at HSBC and Sainsbury's. He participated in Silicon Valley Product Group's Coaching the Coaches forum, and speaks frequently at conferences and events. You can join one of communities he runs for CPOs (CPO Circles), Product Managers (Product In the {A}ether) and Product Coaches. He's the author of What Do We Do Now? A Product Manager's Guide to Strategy in the Time of COVID-19. A recovering music journalist and editor, Randy also launched Amazon's music stores in the US & UK.

    Sam's Business Growth Show
    #470 5 Years of SaaS SEO Knowledge in 14 Minutes

    Sam's Business Growth Show

    Play Episode Listen Later Dec 31, 2025 14:33


    B2B Vault: The Payment Technology Podcast
    Most Popular B2B Discussions This Year | Don't Miss Out

    B2B Vault: The Payment Technology Podcast

    Play Episode Listen Later Dec 31, 2025 17:57


    Welcome to B2B Vault, the Biz2Biz Podcast, sponsored by Nationwide Payment Systems and our new product, NPS One. This episode reviews our top podcasts from 2025, highlighting discussions around the new pension scheme and its advantages. We'll also touch upon nps tax benefits and how the nps scheme compares to other options.Thanks for watching! Go ahead and like, comment, subscribe, and turn on post notifications! Follow Us On These Social Media Platforms

    The Story Engine Podcast
    How to Build Peace-of-Mind Into Your Business: The Story Behind Lodgering with Oscar Rubio

    The Story Engine Podcast

    Play Episode Listen Later Dec 30, 2025 29:24


    What if the stress, chaos, and hidden workload of managing your property while living abroad could be replaced with clarity, control, and peace of mind? In this episode, I sit down with Oscar Rubio, founder and CEO of Lodgering, a SaaS platform designed to solve one of the most emotionally taxing problems in real estate and mobility: managing a home from thousands of miles away. Oscar shares the deeply personal journey that led him from overworked "one-man orchestra" to leading a scalable, global platform used by institutions, homeowners, and relocated professionals. We explore the messy realities of mobility—overbookings, lost bookings, endless emails, operational burnout, and stressful overseas incidents—and how Oscar transformed years of painful, unscalable work into a streamlined, AI-powered ecosystem designed to give every user what they truly want: safety, clarity, and peace of mind. This is a conversation about resilience, reinvention, and building a business that supports your life—not the other way around. On This Episode 01:10 — The early days: visiting properties in person, doing everything manually, and learning relocation from the ground up 01:50 — Building multiple companies in Madrid… until COVID nearly shut everything down 02:23 — The turning point: digitizing every process into a scalable ecosystem—Lodgering 02:49 — Kyle introduces the idea of a multi-sided marketplace and asks Oscar how Lodgering works 03:14 — Oscar explains why Lodgering is a SaaS, not a marketplace—and why connecting platforms multiplies value 03:39 — Kyle frames Oscar's entrepreneurial journey as a story of scaling through repeated reinvention 04:11 — Oscar explains why experience is both "your enemy and your ally" when building a company 04:36 — Why resilience and learning from mistakes define long-term entrepreneurial growth 05:02 — Kyle asks about the real problems faced by Oscar's ideal clients 05:33 — Oscar describes hearing from CEOs: "you digitalized all our pains" 05:59 — Where the chaos really begins: managing 6+ booking platforms with no centralization 06:10 — The consequences: overbookings, underbookings, lost revenue, missed emails, and zero visibility 06:45 — Kyle presses for more specifics—and Oscar breaks down the true operational pain points 07:00 — Tenant issues, contracts, payments, incidents, and too many tools stitched together 08:00 — Why moving abroad is inherently stressful—and how Lodgering reduces that emotional load 08:41 — Kyle reflects on the "part-time job" hidden inside what should be passive income 09:07 — Oscar reveals the burnout facing operational teams and why they often quit 09:59 — The chaos spiral: missed calls, unanswered emails, confusion between owners, tenants, and institutions 10:11 — Kyle clarifies the definition of "relocated"—midterm stays of 1–11 months 11:06 — The mid-term rental boom: engineers, students, and global project workers 11:25 — The hidden burden for international offices and HR teams 12:00 — Kyle asks what makes Lodgering truly different 12:20 — Oscar reveals Phase 2: integrating AI to anticipate needs, automate proposals, and match services 13:13 — Kyle explores the benefits: saving time, saving money, protecting reputation 13:49 — Oscar describes how incident data helps predict, prevent, and budget issues 14:45 — Lodgering as a system for increasing occupancy, reducing operations costs, and improving decisions 15:00 — Kyle summarizes what users want: safety, clarity, peace of mind 15:21 — Oscar shares Lodgering's internal philosophy: "We Do Care," emphasizing empathy, not just technology 16:15 — Kyle begins the emotional story-mining process—inviting Oscar to recall core moments 17:08 — Oscar's breakthrough realization: booking emails in spam, endless paperwork, and unscalable chaos 18:32 — Kyle asks what Oscar's life looked like during this period 18:45 — Oscar shares honest details: 13–14 hour days, weekends preparing agendas, work as a "hobby" 19:25 — Golf: the only thing that finally pulled him out of work mode 20:10 — Kyle connects his experience to the emotional journey of Oscar's clients 20:36 — Oscar discusses ambition, effort, and the endless drive to improve 21:14 — Kyle asks for the contrasting future moment—when things finally aligned 21:50 — Oscar shares his dream: entrepreneur support, family time, and golf 22:30 — What has already changed: hiring an executive team, stepping into strategic leadership 22:55 — Leaving behind the "one-man orchestra" 23:09 — Kyle retells Oscar's story live—emotional, vivid, narrative form 26:43 — Oscar reacts: "You crossed my mind… that's exactly my story." 27:14 — Oscar reflects on the interview experience—"different in the best way" 27:28 — Where to find Oscar and learn more about Lodgering 27:55 — Closing the episode

    This Week in Startups
    Jason's ultimate dream mega-purchase + Founder Q's | E2228

    This Week in Startups

    Play Episode Listen Later Dec 29, 2025 45:03


    This Week In Startups is made possible by:Northwest Registered Agent- https://www.northwestregisteredagent.com/twistVanta - http://www.vanta.com/twistLemon IO - https://lemon.io/twistToday's show: Jason's already a millionaire many times over… but what are the huge, blockbuster, dream purchases that he's still holding off on? BESIDES the private jet we all know he wants? The Noti Gang has asked, and JCal finally answers, on a holiday TWiST where we're taking questions from viewers and fans.Check out the episode for lots more intriguing queries, like how to push forward and glean useful information when your first customers aren't using your product the way you'd envisioned. Plus, is there room for both AI agents and great SaaS startups in the coming years? Hear why Jason thinks there IS.AND we've got the very last Gamma Pitch Deck Competition entry before we announce our winner in the new year. Check out AskHumans, an innovative approach to improving market research.Timestamps: (00:00) On a special holiday TWiST, we're answering YOUR pressing Founder Questions!(8:35) Northwest Registered Agent - Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!(09:35) What should a founder do when a VC reaches out cold?(13:37) The importance of maintaining “ball control”(15:35) A European founder asks: Should I take European investments if they're targeting American customers?(19:47) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist(20:51) A member of the Noti gang asks for JCal's dream mega-purchases(24:12) Why Jason thinks there's room for BOTH AI agents and great SaaS companies(27:18) Lemon.io - Get 15% off your first 4 weeks of developer time at https://lemon.io/twist(28:23) It's our final Gamma pitch with Zak from AskHumans!(29:24) How AskHumans uses AI to improve on marketing surveys and research(34:33) Management and measurement were designed before computers could understand language… why this matters.(35:48) Why no one ever wants to give feedback in a video(39:01) Why Zak's pitch is “two chapters of the same story”… and was this a pivot?(44:14) Why founders need to assume LLMs are going to get exponentially better*Subscribe to the TWiST500 newsletter: https://ticker.thisweekinstartups.com/Check out the TWIST500: https://twist500.comSubscribe to This Week in Startups on Apple: https://rb.gy/v19fcp*Follow Lon:X: https://x.com/lons*Follow Alex:X: https://x.com/alexLinkedIn: https://www.linkedin.com/in/alexwilhelm/*Follow Jason:X: https://twitter.com/JasonLinkedIn: https://www.linkedin.com/in/jasoncalacanis/*Thank you to our partners:(8:35) Northwest Registered Agent - Form your entire business identity in just 10 clicks and 10 minutes. Get more privacy, more options, and more done—visit https://www.northwestregisteredagent.com/twist today!(19:47) Vanta - Get $1000 off your SOC 2 at https://www.vanta.com/twist(27:18) Lemon.io - Get 15% off your first 4 weeks of developer time at https://lemon.io/twistGreat TWIST interviews: Will Guidarahttps://youtu.be/pvJa2pzuXWQEoghan McCabehttps://youtu.be/9dHN4YFkgv4Steve Huffmanhttps://podcasts.apple.com/us/podcast/reddit-ceo-steve-huffman-on-mod-revolt-building-a/id315114957?i=1000617333424Brian Cheskyhttps://podcasts.apple.com/ca/podcast/airbnb-ceo-brian-chesky-on-early-rejection-customer/id315114957?i=1000611761112Bob Moestahttps://youtu.be/y2UMzSqX94QAaron Leviehttps://podcasts.apple.com/ca/podcast/box-ceo-aaron-levie-breaks-down-box-ai-and-generative/id315114957?i=1000612384545Sophia Amorusohttps://podcasts.apple.com/ca/podcast/sophia-amoruso-on-branding-raising-a-fund-portfolio/id315114957?i=1000601352978

    Sales Gravy: Jeb Blount
    The $1 Billion Sales Psychology Mistake: Why Selling Logic Kills Deals (Money Monday)

    Sales Gravy: Jeb Blount

    Play Episode Listen Later Dec 29, 2025 9:19


    Is your sales strategy built around how buyers should behave—or how they actually behave? Imagine walking into a store and seeing a shirt for $50. Fine. Unremarkable. You might buy it, you might not. Now imagine seeing that same shirt with a tag that reads: $100 NOW $50. Suddenly, you're interested. You found a deal. You beat the system. You're a hero. Same price. Same shirt. Completely different emotional response. That psychological gap between logic and emotion cost JCPenney roughly $1 billion and offers one of the most important lessons in sales psychology you'll ever learn: people don't buy with logic—they buy with emotion and justify with logic later. The Fair and Square Disaster In 2012, JCPenney hired Ron Johnson as CEO. Johnson was a retail rock star, the architect behind Apple Store's legendary success. He walked into JCPenney and saw chaos: endless coupons, manufactured "original prices," and constant sales cycles. His solution? Kill it all. Johnson launched "Fair and Square"—a radically transparent pricing model. No games. No coupons. No inflated prices marked down. Just one everyday low price on everything. That $100 shirt marked down to $50? Now it was simply $50. Honest. Logical. Clean. The market's response was brutal. Within one year, sales dropped 25%. The company lost nearly $1 billion. Stock price went into freefall. Johnson was fired. What Johnson Got Wrong About Sales Psychology Johnson made a catastrophic assumption: he believed customers were rational economic actors who would reward transparency and honesty. He was dead wrong. For decades, JCPenney's customers had been playing a game. They clipped coupons, timed sales, scrutinized flyers, and planned shopping trips around promotions. The weekly coupon wasn't just a discount—it was a ritual. Their insider advantage, their badge of savvy shopping honor. Johnson stripped away their emotional satisfaction and replaced it with sterile efficiency. Without the "$100 now $50" comparison, the flat $50 price lost all psychological weight. No thrill. No victory. No story to share. Same price. Different feeling. The Sales Psychology Principle You're Ignoring Loss aversion is twice as powerful as gain motivation. Your prospects don't just want to gain something—they want to feel like they won, like they're in control, like they made a smart decision that will impress their boss. When you strip away their buying process, when you force them into your "more efficient" workflow without their input, they don't see the gain. They experience loss. You've taken away their control, their ritual, their power, their role as the hero. In sales, that feeling is deadly. Your Customers Have Rituals Too Think about your best accounts. What do they actually value? It's probably not your features or your ROI calculator. It's the rep they've worked with for years. It's the quarterly business review they rely on. It's the reporting cadence that makes them look good internally. It's the buying process that lets them feel competent and in control. That's their ritual. When you try to "streamline" their process, when you push them toward a different point of contact, when you change the reporting structure they trust—you're doing exactly what Ron Johnson did. You're selling logic when they're buying a feeling. Stop Leading With Features and Benefits Most salespeople lose deals before they even start because they lead with logical arguments: "Our platform reduces processing time by 40%." "We integrate with 200+ systems." "Our customer support response time is under 2 hours." All logical. All true. All useless if your buyer doesn't feel something first. Your prospect doesn't wake up excited about efficiency gains. They wake up stressed about looking good in front of their VP, avoiding mistakes, and maintaining control of their budget. Research is clear: emotional decisions get made first, then logic comes in to justify them. Your job isn't to build a logical case. Your job is to help your buyer feel like a hero, then give them the logical ammunition to defend that emotional decision internally. How to Apply This Starting Today Identify Their Rituals Watch how your customers actually operate. Do they need three stakeholders in every meeting? Do they always loop in procurement at a specific stage? Do they have a preferred communication cadence? Don't fight it. Work with it. Their process is their psychological anchor for stability. Frame the Win They Can Own Frame your solution so the customer feels in control and gets the credit. Instead of: "Our platform will solve your problem." Try: “This approach could help you demonstrate a 30% cost reduction in Q2—giving your team clear wins to share with leadership.” Make them the hero of their own story. Highlight Emotional Outcomes, Not Just Logical Ones Don't just talk about what your product does. Talk about how it makes them feel. "You'll have complete visibility so you're never caught off guard in executive meetings." "Your team will finally have the data they need to look proactive instead of reactive." "You'll be the person who solved the problem everyone else said was impossible." Guide, Don't Force Lead your prospects toward better outcomes without stripping away their sense of control. Instead of forcing a complete switch to your system, collaborate on how your solution enhances their existing trusted process. Make them feel like a collaborator, not a passenger. The Takeaway Ron Johnson wasn't wrong that consumers should prefer transparent, honest pricing. He wasn't wrong that the coupon game was exhausting and complicated. He was wrong about what people actually buy. They buy feelings. Control. Victory. Status. The story they tell themselves about being smart. Your prospects are no different. They're not buying your SaaS platform, your consulting services, or your enterprise solution. They're buying the feeling of being competent, in control, and successful. The difference between average salespeople and top performers isn't product knowledge or work ethic. It's understanding the sales psychology behind how buyers actually make decisions. When you appeal to emotion first and back it up with logic second, you stop losing deals to “no decision” and start winning consistently. Because at the end of the day, sales isn't about having the best product. It's about making your customer feel like they made the best decision. Ready to master buyer psychology and close more deals? Download the ACED Buyer Style Playbook and discover how to match your sales approach to the four core buyer personalities. Stop selling logic. Start selling the way your customers actually buy.

    The Sales Evangelist
    7 Steps to Making 7 Figures in Enterprise SaaS Sales | Brandon Fluharty - 1963

    The Sales Evangelist

    Play Episode Listen Later Dec 29, 2025 28:46


    Is it still possible to reach seven figures in SaaS sales? You got into sales to build a comfortable life and enjoy a little extra. But after how last year turned out, that goal may feel far-fetched.To help you reset and refocus, I'm revisiting episode 1528 with Brandon Fluharty, sales coach and founder of Be Focused. Brandon breaks down his seven steps to start making seven figures in SaaS sales, starting with one critical shift in mindset.1. Get In The Right Environment· Find your Goldilocks situation concerning your ideal workplace, whatever that may be.· What kind of internal infrastructure do you need to start making seven figures in SaaS? 2. Build A Transformation Mindset· Seven-figure earners sell a transformation that doesn't just solve an issue; it prevents the problem from happening again.· In SaaS, you want to be the player touching multiple parts of the business. That requires a transformational mindset and is a key principle of Brandon's framework.3. Be Strategic About Your Target Account List· Sell to clients that give you purpose. Identify the reasons you prefer your ideal client and search for more that fit those criteria.· Doing so keeps you motivated during the dishearteningly long sales cycles common with enterprise companies.4. Create A Standard No One Else Delivers· The Diamond Standard: picture a coal field in your competitive landscape and be the diamond for your clients.· It's easier to perform to this standard when working with clients you're genuinely interested in and passionate about.5. Break Through Personal Limitations· The higher you climb, the more imposter syndrome you'll feel. For example, Brandon initially thought his introversion limited his success.· As he advanced, he realized he could listen more than he talked and that perceived weakness became a strength.· Write down the traits you feel hold you back. Then ask yourself how you can repurpose them into strengths.6. Rally Others Inside Your Organization· Nothing great is achieved alone. When you're working toward seven- and eight-figure deals, you'll need help.· Be a generalist with your skill set, but a specialist to start making seven figures in SaaS.7. Develop A Personal Operating System· Move away from hustle culture and work smarter.· Balance Brandon's Discipline, Flexibility, and Curiosity (DRC) and Plan, Rest, Effort, Performance (PREP) live life instead of hustling around the clock. (It's a more humanistic approach.)“Be like a scientist and look back at your workday with curiosity.” — Brandon Fluharty.ResourcesFollow Brandon Fluharty on LinkedIn and subscribe to his bi-weekly newsletter for more content, information, and insights on tech sales. Join my Sales Mastermind to get real-world feedback, accountability, and proven sales strategies.Visit Blue Mango Studios for help in creating podcast production content. Sponsorship Offers1. This episode is brought to you in part by Hubspot.With HubSpot sales hubs, your data tools and teams join a single platform to close deals...

    Go To Market Grit
    The Grittiest Conversations of 2025: AI, Business & Beyond

    Go To Market Grit

    Play Episode Listen Later Dec 29, 2025 41:01


    In this recap episode, we highlight the best moments from our 2025 interviews and reflect on the ideas that defined the year.Featuring:David Rubenstein (co-founder of Carlyle) - From White House to Wall Street: David RubensteinYamini Rangan (CEO of HubSpot) - HubSpot CEO on the Future of SaaS, AI, & Leading Through ChangeBen Chestnut (co-founder of Mailchimp) - Bootstrapped to 12B: Mailchimp's Ben Chestnut on Life After the ExitWinston Weinberg (co-founder and CEO of Harvey) - I Raised $300M To Bring AI To Laywers | Winston Weinberg & HarveyGarrett Lord (co-founder of Handshake) - The Expert Network Behind Handshake AI's Model Training w/ Garrett Lord & Mamoon HamidAidan Gomez (co-founder and CEO of Cohere) - Synthetic Data and the Future of AI | Cohere CEO Aidan GomezMichelle Zatlyn (co-founder of Cloudflare) - Building Cloudflare for the Next 50 Years | Co-founder Cloudflare Michelle ZatlynEvan Spiegel (co-founder and CEO of Snap) - How Snap Plans to Win the AR Race | Evan Spiegel on SpectaclesConnect with JoubinX: https://x.com/JoubinmirLinkedIn: https://www.linkedin.com/in/joubin-mirzadegan-66186854/Email: grit@kleinerperkins.comFollow on LinkedIn:https://www.linkedin.com/company/kpgritFollow on X:https://x.com/KPGrit​Learn more about Kleiner Perkins: https://www.kleinerperkins.com/

    KAJ Studio Podcast
    A Conversation on Free Tech, Leadership & Second Acts with Mark Roesler

    KAJ Studio Podcast

    Play Episode Listen Later Dec 29, 2025 21:12


    What if running your small business was simpler, smarter—and free? Join host Khudania Ajay (KAJ) for a powerful conversation with Mark Roesler, President of HubSpark—the SaaS platform that gives away SEO, marketing, and CRM tools at no cost. We explore his unique journey from fronting rock bands to leading a tech revolution, how 24 years of sobriety shaped his principled leadership, and why he believes the best technology works quietly in the background to serve real people. Discover how to profit from your time with leaders who build with purpose at kajmasterclass.com.=========================================

    Lenny's Podcast: Product | Growth | Career
    10 contrarian leadership truths every leader needs to hear | Matt MacInnis (Rippling)

    Lenny's Podcast: Product | Growth | Career

    Play Episode Listen Later Dec 28, 2025 96:17


    Matt MacInnis is the chief product officer and former longtime COO at Rippling, a unified workforce management platform valued at over $16 billion.We discuss:1. Why “extraordinary results demand extraordinary efforts”2. Why you should deliberately understaff projects, and how to know when you've gone too far3. Matt's transition from COO to CPO and what surprised him about leading product4. The “high alpha, low beta” framework for evaluating people, processes, and products5. When founders should quit their startups (hint: much earlier than VCs want you to)6. How to fight entropy in your organization through relentless energy and intensity—Brought to you by:Google Gemini—Your everyday AI assistant: https://ai.dev/Datadog—Now home to Eppo, the leading experimentation and feature flagging platform: https://www.datadoghq.com/lennyGoFundMe Giving Funds—Make year-end giving easy: http://gofundme.com/lenny—Transcript: https://www.lennysnewsletter.com/p/10-contrarian-leadership-truths—My biggest takeaways (for paid newsletter subscribers): https://www.lennysnewsletter.com/i/181916584/my-biggest-takeaways-from-this-conversation—Where to find Matt MacInnis:• X: https://x.com/stanine• LinkedIn: https://www.linkedin.com/in/macinnis• Email: macinnis@rippling.com—Where to find Lenny:• Newsletter: https://www.lennysnewsletter.com• X: https://twitter.com/lennysan• LinkedIn: https://www.linkedin.com/in/lennyrachitsky/—In this episode, we cover:(00:00) Introduction to Matt MacInnis and Rippling(04:38) The importance of extraordinary efforts(08:37) The challenges and rewards of relentless effort(10:11) Your job as a leader is to preserve intensity(12:39) You learn far more from success than failure(16:34) Transitioning to chief product officer(19:54) Fixing product management at Rippling(25:27) The “high alpha, low beta” framework(28:55) The PQL framework(35:16) Hiring frameworks and team dynamics(36:52) A helpful interview tactic(40:00) Leading as a COO vs. a CPO(42:34) The reality of product-market fit(46:38) The problem with venture capital(49:29) When founders should quit their startups(41:48) The immutable market(54:13) Lessons from Notion's success(57:43) Investment strategies and narrative violations(01:00:42) The power of compounding, power law, and entropy(01:07:02) Maintaining intensity and fighting entropy(01:11:33) The importance of feedback and escalations(01:14:31) Rippling's vision and success(01:17:48) AI's impact on SaaS and business software(01:23:42) AI corner(01:26:23) Final thoughts and lightning round—Referenced:• Rippling: https://www.rippling.com• Sunil Raman on LinkedIn: https://www.linkedin.com/in/sunilraman• Dan Gill on LinkedIn: https://www.linkedin.com/in/dangill• Carvana: https://www.carvana.com• Brian Chesky's new playbook: https://www.lennysnewsletter.com/p/brian-cheskys-contrarian-approach• Parker Conrad on LinkedIn: https://www.linkedin.com/in/parkerconrad• Inkling: https://www.inkling.com• Akshay Kothari on LinkedIn: https://www.linkedin.com/in/akothari• Notion: https://www.notion.com• Conway's law: https://en.wikipedia.org/wiki/Conway%27s_law• Seeking Alpha: https://seekingalpha.com• Dennis Rodman's website: https://dennisrodman.com• Dancing pickle emoji: https://slackmojis.com/emojis/456-dancing_pickle• Pickle Rick: https://en.wikipedia.org/wiki/Pickle_Rick• SPOTAK: The Six Traits I Look for When I'm Hiring: https://finance.yahoo.com/news/spotak-six-traits-look-m-181335267.html• Geoff Lewis on LinkedIn: https://www.linkedin.com/in/geofflewis1• Zenefits: https://en.wikipedia.org/wiki/TriNet_Zenefits• New banking records prove Deel paid thief who stole trade secrets from Rippling: https://www.rippling.com/blog/new-banking-records-prove-deel-paid-thief-who-stole-trade-secrets-from-rippling• Workday: https://www.workday.com• Matic robots: https://maticrobots.com• Wall-E: https://www.imdb.com/title/tt0910970• Conviction: https://www.conviction.com• Mike Vernal on X: https://x.com/mvernal• Sarah Guo on X: https://x.com/saranormous• No Priors: https://linktr.ee/nopriors• Gemini: https://gemini.google.com• ChatGPT: https://chatgpt.com• Claude: https://claude.ai• Bryan Schreier on LinkedIn: https://www.linkedin.com/in/bryanschreier• Heated Rivalry on HBO Max: https://www.hbomax.com/shows/heated-rivalry/50cd4e99-04ee-427b-a3b4-da721ed05d9c• Fellow coffee maker: https://fellowproducts.com/products/aiden-precision-coffee-maker—Recommended books:• Pale Blue Dot: A Vision of the Human Future in Space: https://www.amazon.com/Pale-Blue-Dot-Vision-Future/dp/0345376595• Conscious Business: How to Build Value Through Values: https://www.amazon.com/Conscious-Business-Build-through-Values/dp/1622032020• Thinking in Systems: https://www.amazon.com/Thinking-Systems-Donella-H-Meadows/dp/1603580557• The Effective Executive: The Definitive Guide to Getting the Right Things Done: https://www.amazon.com/Effective-Executive-Definitive-Harperbusiness-Essentials/dp/0060833459—Production and marketing by https://penname.co/. For inquiries about sponsoring the podcast, email podcast@lennyrachitsky.com.—Lenny may be an investor in the companies discussed. To hear more, visit www.lennysnewsletter.com

    The Agile World with Greg Kihlstrom
    #789: Replay: What happens to your KPIs when both CLV and Customer Acquisition Costs rise? With Jamie Domenici, Klaviyo

    The Agile World with Greg Kihlstrom

    Play Episode Listen Later Dec 26, 2025 25:02


    As the year wraps up, we are replaying some of our favorite conversations from 2025, including this one!Customer lifetime value is a critical KPI, but with customer acquisition costs rapidly rising, what can brands do to successfully build long-term value for the business?Agility requires seeing past vanity metrics to the durable value hidden in customer relationships. When customer acquisition costs climb and privacy affects easy targeting, only nimble brands—those that align teams, data, and KPIs around lifetime value—stay ahead.All of this (and a few more things) are discussed in the recently-released Klaviyo B2C Report. To discuss it, I'd like to welcome Jamie Domenici, CMO at Klaviyo. About Jamie Domenici Jamie is Chief Marketing Officer at Klaviyo, the only CRM built for consumer brands. She has served as the Chief Marketing Officer since August 2023. With more than 20 years of experience in SaaS Marketing, Jamie has become a pioneer in SMB Marketing and a champion for small businesses. Prior to Klaviyo, Jamie served as the CMO of GoTo, a provider of SaaS and cloud- based remote work tools for collaboration and IT management, and before that, she held various marketing leadership positions at Salesforce for over ten years. Jamie holds a B.A. in International Relations from California State University, Chico. Jamie lives in the San Francisco Bay Area with her husband and two daughters. Jamie Domenici on LinkedIn: https://www.linkedin.com/in/jdomenici/ Resources Klaviyo: https://www.klaviyo.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnow Catch the future of e-commerce at eTail Palm Springs, Feb 23-26 in Palm Springs, CA. Go here for more details: https://etailwest.wbresearch.com/ Enjoyed the show? Tell us more at and give us a rating so others can find the show at: https://ratethispodcast.com/agileConnect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company