Podcasts about mrr

live clients mrr instant access

Play Episode Listen Later May 24, 2026 38:04

✨ Grab your {free} ticket: PREMIUM DAILY SALES Masterclass + Mastermind: DM "DAILY" to https://www.instagram.com/judyweberco

Why UX Should Own Retention

Digital Insights

Play Episode Listen Later May 21, 2026 5:30

Most of the organizations I work with are obsessed with the top of the funnel. Ads, SEO, social media, the next campaign, the next traffic spike. The marketing team has dashboards full of acquisition metrics, and the design team usually gets drafted in to support that effort. New landing pages, better hero sections, smoother sign-up flows. That's all fine as far as it goes. I've written an entire email course on campaign landing pages because I genuinely believe most of them are leaking conversions like a colander. But it does mean something important keeps getting ignored. Most organizations have no cohesive strategy at all for retention and upselling. They pour effort into getting the customer through the door, then more or less forget about them once they're inside. The numbers nobody is acting on This is strange when you stop and think about it. The economics of retention have been well known for years. Acquiring a new customer typically costs around five times more than keeping an existing one. Cross-selling or upselling to an existing customer costs roughly 24% of what it takes to win the same revenue from a new one. You don't need to convince someone who's already bought from you. You just have to not screw it up. Retention falls between the cracks So why does retention keep slipping through? In my experience, it's because nobody really owns it. Every other part of the customer journey has a clear home. Acquisition belongs to marketing. Onboarding sometimes sits with product. Support lives in customer success. Renewals end up with sales. Retention falls into the gaps between all of them, which is a polite way of saying it falls on the floor. A real opportunity for UX This is where I think UX has a genuine opportunity. Not just to help with retention, but to own it. To plant our flag and say this is our patch. I know that sounds like more work for a profession that's already stretched thin. But hear me out. UX has a chronic problem with how it's perceived inside organizations. We're seen as the people who make screens look nice. Helpful, but not strategic. The reason for that perception is partly our own fault. We've spent years talking about users when senior leaders are thinking about revenue. We've reported back on usability scores when the board is looking at MRR and churn. Nobody at the top of an organization wakes up worrying about whether the user's mental model matches the interface. They worry about lifetime customer value. They worry about monthly recurring revenue. They worry, sometimes very loudly, about churn going in the wrong direction. And yet plenty of businesses worry about those numbers without ever actively tracking them. Nobody is responsible for measuring them, so they sit in the background as a vague anxiety rather than a managed metric. If the UX team picked up that responsibility, and started tying our work to those numbers, our standing inside the business would change dramatically. We'd stop being the screen-prettifying team and start being the team that protects revenue. That's a very different conversation to have with a CFO. Why retention is a UX problem in disguise The other reason retention is such a good fit for UX is that the levers are largely ours already. Customers usually leave because something in the experience disappointed them. They couldn't find what they needed. The product didn't deliver what they expected. Support was a maze. The onboarding fizzled out before the value clicked. Every one of those is a UX problem dressed up as a business problem. The same goes for upselling. Customers buy more from companies that have nurtured them properly, where the experience has built trust over time. You can't bolt that on with a clever email campaign three months in. It has to be designed.

ai voice change cross seo register lifetime customers volunteers cfo helpful acquisition audit repeat ux marketers retention ads onboarding acquiring churn renewals mrr

Ep 616: The Client Problem That Quietly Breaks Brilliant Women

Sam's Business Growth Show

Play Episode Listen Later May 19, 2026 13:40

live zoom simple clients breaks mrr brilliant women

#485 How I Scaled My B2B Business to $220k/mo in 25 Months

Play Episode Listen Later May 19, 2026 9:04

cold seo b2b li content marketing mold scaled b2b marketing samu seo strategies mrr demand generation b2b business saas marketing seo agency 220k organic search b2b content marketing b2b seo sam dunning

Встреча выпускников nFactorial Incubator разных лет: где они сейчас, что делали тогда, советы

Play Episode Listen Later May 19, 2026 117:40

Лето, которое изменит вашу жизнь. Подать заявку: https://2026.nfactorial.school/ В гостях: Назерке Калидолда - VC/Investor at Sturgeon Capital instagram.com/calidolda linkedin.com/in/kalidolda Дара Туменбаева - Co-Founder & CEO Aora https://www.instagram.com/_okdara_/ Закиржан Айсабаев - Founder & CEO rekreate.AI https://instagram.com/zakamercury Ерсултан Сапар - Co-founder & CTO, Perceptis AI https://www.instagram.com/natlusrey17/ Игорь Мартынюк - CEO/Founder TabAI https://www.instagram.com/igor_blinkk/ В этом специальном выпуске nFactorial Reunion Арман собирает самых ярких выпускников программы разных лет, чтобы обсудить их впечатляющий путь от первых строчек кода до работы в мировых технологических гигантах и создания собственных инновационных стартапов. Гости делятся ностальгическими воспоминаниями о летних батчах и рассказывают о своих текущих проектах на острие технологий — от разработки нейроинтерфейсов Aora и ИИ-агентов rekreate.AI, TabAI, Perceptis AI до венчурных инвестиций в Sturgeon Capital. Данный выпуск — настоящий кладезь инсайтов для начинающих предпринимателей и участников nFactorial Incubator: участники разбирают, почему дистрибуция и захват внимания сегодня важнее идеального продукта, как искусственный интеллект меняет правила игры, и дают мощные, прикладные советы о том, как быстро протестировать любую смелую идею и выйти на первую $1000 MRR всего за восемь недель и отвечают на главные вопросы эпизода: Над чем работаете сегодня? Над чем работали во время летней программы nFactorial Incubator? Воспоминания с вашего потока Совет для участников 2026 года: как получить максимум от программы?

ceo founders ai co founders cto incubator mrr

Lenovo’s two Taylors on simplifying the channel, the services shift, and life after Accelerate

ChannelBuzz.ca

Play Episode Listen Later May 15, 2026 40:02

Jeff Taylor, executive director of global partner ecosystem and operations for Lenovo There are not many conversations where you get both the global architect of a vendor’s partner program and the Canadian channel chief in the same room. In this episode of In The Channel, recorded the week after Lenovo 360 Acceleratewrapped up in Austin, we had both: Jeff Taylor, executive director of global partner ecosystem and programs at Lenovo, and Craig Taylor, senior director and Canada channel chief. The headlining number from the conversation is the dramatic simplification of Lenovo’s incentive structure. Jeff confirmed that Lenovo has reduced its active global incentives from 2,300 down to approximately 200 – a 92 per cent reduction – while maintaining the same total investment pool. The analogy he reached for: the same pizza, fewer slices, each one bigger. The earning power stays; the complexity goes. For Canadian partners, Craig noted that over 90 per cent either maintained or improved their tier status in the move to the new Lenovo 360 Authorized, Gold, and Platinum structure. Craig Taylor, senior director and Canada channel chief at Lenovo The conversation moved quickly into services. Lenovo is targeting a 15 to 20 per cent partner revenue mix from services and solutions within the next one to two years. Craig pointed to TruScale as the on-ramp, noting Canadian partner feedback has consistently positioned it as more flexible than competing offerings in market. On AI, Jeff described a “reimagination of enablement” – moving partner portals from static, backward-looking data tools into agentic AI-driven platforms that are intuitive and forward-looking. Craig pointed to Lenovo’s CIO Playbook as the practical tool helping Canadian partners move customers from proof of concept to proof of execution on their AI investments. Read Full Transcript Robert Dutt: Hello and welcome to In The Channel from ChannelBuzz.ca, bringing news and information to the Canadian IT channel community for the last sixteen years. I’m Robert Dutt, editor at ChannelBuzz.ca and your host for the show. You want to understand how a global technology vendor thinks about its partner program, not the press release version, but the actual mechanics of how design decisions get made and how they land in markets like Canada. Today’s conversation is a fairly rare opportunity. We have at the same time the global architect of the Lenovo partner ecosystem and the Canadian channel chief. Jeff Taylor is executive director of global partner ecosystem and operations for Lenovo, responsible for the Lenovo 360 framework that governs how the company works with partners worldwide and for the new consolidated partner ecosystems and program structure for the international markets that Lenovo unveiled earlier this year. Craig Taylor is senior director and Canada channel chief at Lenovo, a 2026 CRN channel chief and the person responsible for translating all that global framework into real outcomes for Canadian partners on the ground. We recorded this conversation just after Lenovo 360 Accelerate, the company’s annual North American partner event wrapped up in Austin, Texas. So this is about as fresh a read on the state of the Lenovo partner ecosystems you’re gonna get. We covered the dramatic simplification of Lenovo’s incentive structure, the push towards services-led selling and recurring revenue, how AI is reshaping both the partner conversation with customers and Lenovo’s own approach to enablement, and how Canadian partners should be thinking about a volatile period in hardware pricing. And yes, they’re both named Taylor. We had asked some questions. Let’s get right into it. My chat with Jeff Taylor and Craig Taylor. [Music] Gentlemen, thank you for taking the time. Jeff Taylor: Hey Robert, how are you? Robert Dutt: Very well, thank you. Craig Taylor: Excellent. Good afternoon, Robert. Robert Dutt: Interesting situation, one of those channel journalist dream situations, chatting with both the global architect of the partner program and the Canadian channel chief at the same time. And as fate would have it, you’re both just coming back from Austin. Jeff, for people who weren’t there in the room for Accelerate this year, the event was themed “unified as one” — pretty deliberate choice of words, I dare say. What were you trying to signal with that framing? Jeff Taylor: Yeah, well, I mean, obviously one with our partners is probably the first and foremost thing, but also to represent Lenovo holistically. From Motorola all the way through our devices, tablets, PCs, etc. and then into the data center. So we are one company and as an extension of that, one company includes our partners and the whole intent of the event was to bring everybody together and unify. Feedback has been really, really positive and it’s, you know, it’s only been a week, but lots of really good discourse and wonderful event. Robert Dutt: Craig, from a Canadian perspective, what did the Canadian attendance look like and what did Austin feel like compared to previous Accelerate events from a Canadian partner point of view? Craig Taylor: Yeah, our Canadian partners had very positive feedback to Jeff’s point. We’re always very well represented in these types of North American based events. We always punch above our weight class, I’d like to say. So all of the key strategic partners across our ecosystem were there in present and actively participating in our discussions as to how we’re going to strategize for our next fiscal year. Robert Dutt: Jeff, one thing that stood out for me from Austin was the choice of putting Jay McBain, Steve Brazier and Tiffany Bova on stage together, three analysts who ostensibly compete against each other in the market. Curious what the goal was in putting them together and what came out of that conversation that you think partners should take away. Jeff Taylor: Yeah, I think a couple of things. First of all, the moderator of that panel was with Alex Smith. So we had four great analysts all on the stage at the same time. I think if you take a step back and just look at the theme overall, what we’re trying to accomplish at Accelerate, it was really about industry topics. So we had representatives from the US Department of Energy as an example, talking about power and what’s happening at a governmental level. And part of that was to get these four analysts together who, as you say, they mix in a lot of the same circles, but they’d never been on the stage at the same time. And the idea was to propagate a little bit. And in some cases, they were aligned in a lot of their messages to the channel. In some cases, they differed. And it was a really lively and engaging conversation. And folks at Lenovo, we engage with these folks all the time, but having them all together, kind of representing their unique perspectives on the market right now was super valuable and engaging. Robert Dutt: So to dig into what you guys have been doing on the partner side of things, back in March, you announced the new consolidated partner ecosystem and programs, International Markets Organization. Now that Accelerate’s happened, partners have had a chance to hear it explained in person. What’s the clearest way to explain what operationally changed and what didn’t? Because from the outside, centralize where it makes sense can go a lot of different directions. Jeff Taylor: Yeah, look, I think the easiest way to explain it is we now have a single common framework across the globe. That framework is a guidepost, very intentionally set up as a framework, because execution has to remain local. And the input, the guidance, the feedback that we receive from our Canadian partners, from Craig, representing the viewpoints of those Canadian partners is absolutely critical to what we’re doing. And so by, you know, over time, as we had a lot of different markets and a lot of different geographies kind of expand over time as the company grew, there was similar objectives happening in multiple markets. And maybe the execution model was slightly different. And we thought by kind of bringing some of that together, we could simplify and we could gain efficiencies for our partners. But it’s really important to understand that the execution happens locally, sales happens locally, channel partners happen locally. And so it’s one really about standardizing the framework and not centralizing execution. Robert Dutt: How has that landed here in Canada, both with Canadian partners and in terms of how things operate for you, Craig? Craig Taylor: Yeah, the feedback has been really positive, Rob. You know, from a Canadian perspective, it’s all about leveraging our local teams and our local relationships, which haven’t changed. And feedback from our partner community is we are often best in class when it comes to how we represent our organization in front of the partner ecosystem. What I think is what more exciting for me now is we’re elevating those relationships to be consistent as to how we’re going to market with our partners. Consistency in the programs, consistency in the incentives, and also how quickly we can execute. What that means is our partner facing team can spend more time in market with our partners trying to win opportunities together with our mutual customers. Jeff Taylor: And if I could add, Rob, real quick, I mean, this was a very thoughtful process. This wasn’t something that happened kind of quick and without a lot of forethought. We have been working on this for years through the introduction of Lenovo 360 as that kind of framework itself. And then over time, as we’ve built some meat on the skeleton, the timing was just really right for us to go do this. But again, that premise of local execution is probably the most important thing. Robert Dutt: Well, I know that internally you guys have kind of had the mantra of “global might, local fight” internally for a while now, kind of being applied to the partner org, it seems here. I guess I’m still a little curious where there is a certain tension between global consistency and local relevance. You’ve kind of unpacked it, but where does that actually land in terms of which side takes the lead? Jeff Taylor: Yeah. So let me give you some real tangible numbers and examples. Three years ago in market across the globe, we had 2,300 active incentives in the market. I’m going to repeat that. We had 2,300 active incentives in the market. So if you think of your investment pool as a pizza, right, and you divide that 2,300 ways, the relative impact of those individual slices can be quite small. Now, what we found in talking to markets was that there was absolutely a consistency and intent. And maybe that intent was new customer acquisition, or maybe it was growth targets, or maybe it was something else. There was consistency in intent, but the execution was different, and that created operational complexity. It created our ability to report seamlessly and consistently over time more of a challenge than simplification. So in just the last two years, we’ve gone from that 2,300 partner incentives to about 200. So almost a 92% reduction without any change in investments, any negative change in investments, because the intent was still there, right? The intent was consistent across the globe. So that’s one where we centrally can look at the forest through the trees. We can see an opportunity for simplification. Then we can bring that to the markets while still driving that strategic intent that we want to accomplish with our partners. So that’s just one example. Craig Taylor: Yeah, well said. Just to add to that, Rob, one of the things that was very important was to make sure we had local input to the global framework that was being created at Jeff’s level. So we had many conversations as to what our market needs and demands were, and make sure that we shaped it to be properly represented within the framework. That worked out very, very well. We also are allowed to have some nuances in this organization as well. And so what we’re allowed to do is perhaps if a certain pathway doesn’t make sense to the Canadian market, for example, being more of an SMB-based market, we’re going to pivot and we’re going to make those changes to make sure that we service our partners the best that we should. And kind of beef up that SMB-facing side of things. Robert Dutt: Yeah, that makes sense. Jeff Taylor: It’s really interesting. It’s interesting, Robert. From day one, we called Lenovo 360 a framework and not a program from day one. And the whole idea was that we wanted to ask three basic questions like, how do you best engage with your partners? How do you best connect with your partners and how do you best grow with your partners? But depending on the conversation, the answers to those three questions might be different. So as an example, if you’re talking to a traditional hardware solution provider, you have answers for those three questions. If you’re talking to a GSI or an MSP or an MSSP, same questions may be very different answers. And so the whole idea with this framework was to be able to flex accordingly. And that went down all the way to the market level. So Craig mentioned that Canadian being more oriented towards an SMB type of approach, the framework has to flex to be able to support that. Whereas in other markets, it may flex a slightly different way, but it’s still all about engaging, connecting and growing. Robert Dutt: OK, back to your pizza point, Jeff, and one of my favorite, probably apocryphal Yogi Berra quotes, “cut my pizza in four slices, please, I can’t eat eight.” Curious, though, for a partner who looks at it and says, “all right, well, I used to have three incentives applied to my business and now there’s only really the one. The math doesn’t work for me.” What’s sort of the answer for them? Because the earning power says we didn’t take away the earning power. Jeff Taylor: So again, it’s the intent stays the same. The earning power stayed the same. The whole idea now is operationally, it should be easier for… the intent was that it would be easier for the partners to have a path towards that earning power. So instead of Jenga or a very complicated jigsaw puzzle, the intent here was to simplify that. So it’s a clear path to that earning potential with the same intent around growth, acquisition, those types of things. Craig Taylor: Yeah. And Robert, one of the things our partners have been asking us for is to provide more direction, focus as to where they want us to go win together in the market. And I think by simplifying these programs, it’s also allowed us to provide more focus to our partner community in the ecosystem to make sure that we’re winning together in the areas that we want to win. Jeff Taylor: And Robert, it goes beyond just traditional incentives programs, too. So we’ve simplified things like our certification programs. I’m going to get this number slightly wrong, but in the ballpark, in the last two years, we’ve driven 80,000 new certifications globally through some of the simplified changes that we’ve made. So all of these things, it’s look at the globe and then apply it locally. And again, with the full intent of making it as easy as possible for the partner. Robert Dutt: As with most partner programs slash framework changes, updates, you’ve acknowledged that some partners will land at a different tier under the new structure. How are you managing the transition and what should a partner do if they feel the new placement doesn’t reflect where they’re actually at in the relationship with Lenovo? Jeff Taylor: We’re very conscious about that. And I think, Robert, you know, any time there’s even a small change in some type of construct within the program, there’s some unfortunate circumstances associated with that. But we really tried to minimize it. And I’ll just give another example to hit a tier level. We have a volume requirement. OK, that’s the framework. But what that volume requirement is, it’s going to differ by market. So, you know, it might be very different in the U.S. than it is in France, than it is in Canada, than it is in Indonesia, as an example. And the whole intent there was through our analysis was to kind of minimize those impacts as much as possible while still creating the right type of incentive and the right value associated with each of those tier levels. Craig Taylor: And to that point, Robert, it was very thoughtful in Canada as to what the thresholds should be in order to properly reflect our market. And what’s happened as a result of that is over 90 percent of the partners have either maintained or actually improved their tier status as a result of the simplification and restructuring. What we’re doing with that remaining 10 or less than 10 percent is getting out in front of our foot, making sure that we have those discussions, working together through joint business plans to determine how we’re going to get them not only to the next threshold, but have a future plan to get us to the one after that and up-tier them as we continue our relationships with them. Robert Dutt: The services shift. Jeff, you put out a specific target there in recent interviews. 15 to 20 percent of partner revenue mix coming from services and solutions over the next year or two. The services business, as I understand it, has grown in the channel for the last five years or so with channel growth outpacing overall growth. That’s certainly real numbers and real growth. What’s driving customers towards the as-a-service and TruScale model specifically right now? Jeff Taylor: Yeah, I think it’s one word. It’s complementary. Our strategic approach is to have complementary services to those of our partners. We want to be able to ensure that our mutual end users are getting the best possible experience that they can get. In many cases, those services are provided 100 percent by the partner themselves. But in other cases where they don’t have those capabilities, our job is to complement those with the service capabilities that we have. The idea is that, first of all, I think you know Robert, the services space, like the TAM, is massive. There’s so much opportunity really for everybody to play in a meaningful way. You just have to be smart about it. I think that’s the first thing. The second thing is communicate. If there is an instance in which maybe there’s a perception of competing for services revenue, we’re going to communicate. We’re going to talk. We’re going to figure out what the best solution is for that end user and then move forward that way. Craig Taylor: Yeah, the other thing I would add and maybe another word for thought is flexibility as well. Feedback from our Canadian partners is that the Lenovo TruScale offering is much more flexible than other competitive offerings in market. Because we understand that not all customers look and feel the same. So this allows our partners to scale with us during their journey as they create more of a services-led go-to-market motion for their customers. Jeff Taylor: One of the conversations, Robert, that came out, you mentioned the Accelerate event last week in Austin. Obviously, a lot of discussions around AI and a lot of discussions around how do we best build an AI practice to go serve customers, whether they’re small businesses or large enterprises. And that’s a really scary thing for a lot of solution providers right now because they see that market exploding and they want to get it right. And this is a great example of where Lenovo can come in and partner with our partners on developing an AI practice that includes not just hardware and software, but also services. Robert Dutt: Craig, for a Canadian partner to whom Lenovo still means primarily ThinkPads and infrastructure hardware, what’s the first move usually looked like for a partner who wants to shift towards services with you guys and where are most partners sitting today against that 15-20% target? Craig Taylor: Yeah, great question. I think Jeff mentioned it earlier. It’s about communication. Often, it’s a miss when we don’t understand the partner services capabilities. We are a channel-led organization. We’ll continue to be with our services engagement in order to scale and address the Canadian customers. We need the channel and we will continue to work with the channel in order to win in services, but we have to understand what it is they can offer. So our team is working very closely with our partner community through this joint business partner plan in order to understand and make sure that we’re aligning their services capabilities with the needs of those customers. That’s first. Second of all is internally, we’re making sure that we have a motto of sell with, sell for, and sell through the channel. And so our Lenovo customer-facing sales teams understand the importance and the value that our partners are bringing to our mutual customers. And together, we’re winning more than we ever have before. Jeff Taylor: Hey Robert, there’s almost like a macroeconomic driver here as well. So partners are, and we’re seeing this globally, that there’s a realization that to maximize the value, to increase the multiple on their valuation, a move towards MRR or ARR models is extremely important, right? And those are services-led models. And so we are seeing a lot of these traditional partners who are very accustomed as us being a PC or an infrastructure provider, really needing our help in moving towards this recurring revenue model that’s going to increase their valuation and their multiples. So we’re seeing that trend everywhere right now, probably more so in North America than anywhere else, but it’s definitely happening globally. Robert Dutt: To that point where I wanted to go next was the MSP pathway. 3,000 partners signed up globally, 150 million or so last year for you guys, real proof point. You’re expanding to new geographies. What can you tell me about where that pathway is at in Canada? And as you’ve expanded geographically, are there any new developments on the Canadian front, either announced at Accelerate or along the way? Jeff Taylor: Why don’t I take kind of the big picture and then Craig can go deeper into Canada? Again, this move towards recurring revenue models is happening everywhere. And so not only has Lenovo’s growth in that space been even better than expected, dare I say, we’re seeing it, the growth of MSPs just in pure numbers globally is growing very, very rapidly. And again, I think it’s this financial macroeconomic driver that’s making that happen. To go back to our framework around engaging, connecting and growing, those answers are so different with an MSP than they are with maybe a traditional Lenovo partner. And so we spent the first year developing this program by listening, literally going to conferences, setting up a booth. We had MSPs coming up to us saying, “What are you doing here?” And we would be like, “We’re just listening. We just want to hear what motivates you and what is your business driver.” And so that was the genesis of creating this program because we wanted it to be bespoke specifically for those MSPs that are just operating in a kind of a different way than traditional VARs or traditional service providers. And now I’ll hand it over to Craig. Craig Taylor: Yeah, no well said. And you’ll see that the way that we’ve set up the Lenovo 360 for MSP pathway is the solutions hub within our online support and the way that we work with those partners looks different. The incentive stack is aligned to the needs, as per Jeff’s saying, and we have dedicated campaigns and road shows and community engagements in order to make sure that we’re addressing the needs of those MSP partners. What’s most exciting in Canada is it’s actually opened up a new route to market for us and new partner relationships where we haven’t had them before. You know, I would say that until this pathway was created, we were probably under penetrated from a Lenovo Canada perspective within the MSP community. Now the opportunity is vast. The partners, those MSP related partners are interested in working with Lenovo more than ever. And I think together we’re going to go win in the market. Robert Dutt: Are we still in the early innings of operationalizing that and realizing that or is that something that’s sort of matured with the program being out there? Craig Taylor: I think we already had a head start. And so, you know, some of the relationships with the key MSP partners in the Canadian ecosystem, those relationships already existed. I think this is now an opportunity just to extend our reach and better support the masses of MSP partners that are in the Canadian marketplace. So we’re well down the path, but no pun intended. But I think this framework actually allows us to go even deeper and have more intimate relationships with this set of partners. Jeff Taylor: I think globally, if I could interject here, we’re probably in the second inning of a nine inning game. There’s so much more we can and we’ll be doing with this MSP community. And at the same time, there’s tens of thousands of MSPs out there. So the opportunity is huge and our interest and our investment kind of matches that opportunity. But we still have many innings to play here. So we’re excited about it. Robert Dutt: I don’t know if you guys have noticed over the last few months, but memory costs have been a little bit volatile. You guys, you know, Ryan McCurdy was out in front of that publicly and the Top Choice Express model guidance for pricing some of the ISG deals. Real things that partners are navigating. How do you counsel a partner who’s trying to manage customer conversations when prices can shift before product ships? And what specific tools or protections do partners have inside Lenovo right now that they need to know about? Jeff Taylor: Yeah, again, I’ll just kind of take the big picture here. Lenovo culturally within our partner community has always been one based on trust and communication always. And we’ve navigated tough waters before, whether that was the pandemic or this situation that’s affecting the entire industry. And our approach is complete candor, open communication. We don’t hide behind any potential downside or any risk. We’re very communicative up front as we get information, we share that information. That can at times be frustrating for partners, but at the same time, if they, you know, at the end of the day, when they take a step back, they really appreciate Lenovo just being super transparent. It is a tricky deal right now. It is complicated and things are moving very quickly. I do not envy our sales folks and I don’t envy our partner sellers out there right now because there’s a lot of tricky, tough conversations that have to happen. You had mentioned Top Choice and Top Choice Express. We have invested in a model for Top Choice Express where we do have a supply. We can commit to an order to ship SLA that other vendors can’t right now. And again, I think that’s very well received by the partner community. It may be that the exact configuration is slightly different, but at a time like this, it’s a great way for us to service those customers collectively with our partners and with a high quality solution from Lenovo. Craig Taylor: Yeah, just to add to that as well, I would say resiliency and agility have always been built into our supply chain. We currently manufacture in over 30 locations in 10 different markets worldwide. That global footprint allows us to be more agile as we go to market during these challenging times. Recently, Gartner has rated us as the number eight most robust supply chain in the world. I think that’s going to work to our advantage as we go and continue through these challenging times. Robert Dutt: Switching to AI, you guys have posted 72% year-over-year growth in AI-related revenue. I want to unpack that a little bit. Jeff, where’s that coming from? Is that AI PC, infrastructure services, mix of all three through the hybrid AI advantage program and the Nvidia work? What does the enablement for a partner who wants to build an AI practice actually look like? Jeff Taylor: Lots of questions in there, so let me make sure I can get them all back. In terms of our mix, it really is cross portfolio. We are leading the way in AI PC, which is fantastic. I think we’ve just scratched the surface on that device side. I still think some consumers and users are wondering, what is the real AI value here? Those use cases will continue to come and we’ll continue to see that market expand. In terms of our infrastructure business, everywhere from being able to service the big hyperscalers all the way into the enterprise and the SMB space is a testament to the strength of our portfolio. That growth is represented from everywhere from the hyperscalers to enterprise to mid-market to SMB. Again, on the services side, we talked about that a little bit ago. It’s really about partnering to make that happen. We are very fortunate to have partners. You had mentioned Nvidia, also Intel, also AMD, all the silicon guys are very much working with us on making sure that, A, the solutions are there, and that, B, the way we’re enabling those solutions, which is also a little bit different, Robert. We have to be enabling around outcomes and not around feeds and speeds. You have to be talking to customers about what are they trying to accomplish. It’s not feeds and speeds anymore. How we’re enabling our partners, Craig had mentioned our Lenovo 360 Solution Hub as an example. It is an outcome-based platform where our partners can come in and learn what’s available from an outcome’s perspective. The solutions, the hardware and the software is really incidental to the conversation around the outcome itself. I think all of those things play together. Robert Dutt: Craig, where do you find Canadian partners are with AI at this point? There’s a spectrum with some building real AI practices, many still figuring out what the first customer conversation looks like. So I guess both acknowledging there’s a range of answers, where do you find partners are at? What’s the realistic, most common entry point for a mid-market focused Canadian partner? Craig Taylor: Yeah, to answer the first part of the question, it is a vast spectrum as to where each partner is on their AI journey. But rest assured, because of the Lenovo services portfolio, we can actually support each of those partners independently and complement their offerings as they scale their AI journey. I would suggest that many of them probably are moving from proof of concept with their customers to now proof of execution with their customers. More and more, there’s a demand on measuring an ROI on the AI investments that have been made. And I think that’s where partners and customers are looking for Lenovo for some direction. We recently created a CIO playbook, which actually helps our customers and partners be able to capture what that ROI is and what the financial returns are getting as a result of their AI investments. And feedback from that from our partner community has been very good. The other thing I would suggest is that because these AI workloads are now going from modeling into the cloud, now into being actually practically used within the customer sets, it creates a massive opportunity for our infrastructure solutions group business. And you heard Jeff mention that several times. One of the things we’re doing with our partner community is making sure that we’re over-investing with their technical architects and solution architects within the partner community to drive even more familiarity with the Lenovo solutions around AI playbook to make sure that we’re being suggested, recommended, and considered when customers are coming to them for advice. Robert Dutt: Jeff, Austin’s in the rearview mirror. You got the program changes out. New org is in place. What have you done for me lately? What does the rest of 2026 look like? And what would tell you by year end that this consolidation worked the way you wanted it to? Jeff Taylor: Yeah, first, I’m going to take a nap. I’m tired. There’s a lot that has to happen. I mean, the first thing is we have a commitment to our partners and to our partners like Craig, our internal partners, that everything continues to move from a local perspective, that we want to make sure that whatever changes we’re making, services our geographies, services our markets, and most importantly, services our partners. So that’s kind of the first priority in my mind to go do that. The second thing, and we briefly mentioned this before, is I think the world of enablement is changing quite a bit. And I think AI is driving that. And we throw around the word transformation quite a bit and things still aren’t really transformative. They’re more evolutionary. I actually think at this point, we’re at a transformative part in terms of channel management. So we are investing heavily in our digital platforms to move from just kind of basic LLM models into AI agents and eventually into agentic AI that’s going to completely change the way that we enable all of our partners, big and small. It’ll be more efficient. It’ll be more intuitive. It’ll be more timely. It’ll be more forward-looking than backwards-looking. I think, Robert, you know most portals are somewhat static and kind of represents yesterday and not tomorrow. I think all of that is going to change. And so a big focus for myself and working very closely with our IT and digital transformations organizations is this reimagination of enablement in this world of AI. And you’ll see more and more from Lenovo in that regard. Robert Dutt: I think that is going to be one of the most interesting things from a partner program structure point of view over the next couple of years is how you and your peers address those challenges and really potentially change the shape of what programs and enablement look like. It’s exciting. Jeff Taylor: It really is an exciting time for us channel nerds that have been around for forever. This is like, “Yes, we’re going to be able to rock the world. It’s going to be great.” Robert Dutt: Craig, for a Canadian partner listening to this, what’s the one thing that you want them to do differently or think differently in their relationship with Lenovo over the next little while? Craig Taylor: Yeah, I think we’ve talked about some of them already. We need to continue to protect and grow the core, which is our client computing and PC business. We have to grow at a premium to market. And I think we’re well positioned for that. I need the channel community to help us to continue to accelerate our ISG, our infrastructure solutions group business, around the data center to make sure we continue to drive relevance, focus on those technical relationships and leverage Top Choice Express, which will better service all of our customers by getting the right products in their hands quicker. We talked about helping our customers and our partners on this services-led selling journey. So we’re going to spend more time on that. But the last two, I think, are probably where a majority of my focus will be for the second half of the year. The one is continuing to make sure that we demonstrate ourselves as the easiest partner to do business with. So whether it be through our portfolio like Top Seller and Top Choice, whether it be the program optimization that Jeff and his team are doing fabulous work on, or whether it be the alignment of our portfolio coming together to represent one Lenovo, that’s going to be the key to our success and where our partners should continue to challenge us. Internally, I’m challenging my team to operate and act like an owner of your own business. And so we’re empowering our people to make decisions in market in front of their partners in order to have a more agile relationship with those customers. We’re enabling them with the right tools. And then finally, we’re educating them properly to make sure they represent this more complex portfolio of offerings that continues to be positioned in the marketplace and satisfy our customers’ business outcomes. So a lot for the second half of the year, but I’m very bullish that we’re positioned properly for success. Jeff Taylor: Robert, if you don’t mind, I would add just one quick thing there. And you had mentioned, like, we are in difficult times right now with memory and price increases and things like that. Partners are smart. They are going to lean on the partners that they trust, and they’re going to lean on the partners that have been there with them, or their partners that have been with them through these difficult times previously. And while nobody wants this situation, I think Lenovo is actually in a really good spot right now because we are that trusted advisor and have been for years. It’s not just words, right? It’s years and years and years of building relationships, the work that Craig and his team have done in Canada. You know, we have these relationships that allow us to navigate these waters maybe better than others. Robert Dutt: And my last super serious question to end this is, I’m basing this on an inference off a small sample size of two. But do you guys have any problems finding Taylors to run the channel orgs in all of the countries you operate in worldwide? Jeff Taylor: Go ahead, Craig. Say what you always say. Craig Taylor: Listen, I like to tease Jeff that he’s my dad, but our age delta is probably much more closer than makes that physically possible. But hey, listen, we’re going to take the best of the best. We happen to get two Taylors on this call with you, Robert. That’s what you’re getting today. And we’ll look for more next time we meet. Jeff Taylor: He’s definitely the better of the two. So it’s a funny thing. We were actually talking in Austin about how we might be able to mess with you a little bit, but we just don’t have to. Robert Dutt: Good to know. And Craig, I’ll send you the audio clip of him saying you’re the better one for your performance review. Craig Taylor: As long as that is your final edit, Rob, I’m happy. Robert Dutt: Gentlemen, thank you for taking the time. It’s been a fun conversation and we covered a lot of ground very well. Thank you. Jeff Taylor: Yeah, thank you, Robert. Craig Taylor: Yeah, look forward to seeing you soon, Robert. Thank you. Robert Dutt: There you have it. Jeff Taylor and Craig Taylor, both from Lenovo. I’d like to thank both Jeff and Craig for the time. It’s genuinely not that often you get the global and local perspective on the same conversation at the same time. And I thought the dynamic made for a richer discussion than either could have delivered on their own. A few things were taken away from this one. The incentive consolidation is real and it’s significant. Going from 2,300 active global incentives down to about 200, a 92% reduction, while keeping the total investment pool intact. Meaningful simplification. Jeff’s pizza framing is a good one. Same amount of pizza, fewer slices, each one bigger and more impactful. Earning power stays, operational complexity goes. If your business has been navigating a patchwork of overlapping incentives, the cleaner path to earning should be welcome. On the tier transition, Craig was direct that over 90% of Canadian partners either maintained or improved their status in the move to the new authorized gold and platinum structure. If you’re in the 10% that didn’t, the message was clear. Get in front of your Lenovo rep, build a joint business plan. There’s a path forward, but you have to start the conversation. The services shift didn’t seem like a someday conversation. Lenovo’s targeting 15 to 20% of its partner revenues from services and solutions over the next one to two years. TruScale is available and more flexible than a lot of partners probably realize. The partners who are going to win here are the ones who can articulate their own services capabilities clearly, so Lenovo can align around them rather than compete with them. On AI, I found Jeff’s forward-looking comments on agentic AI and the reimagination of enablement genuinely fascinating. Most partner portals are, as he said, static. They show you yesterday, not tomorrow. That is going to change. And how it changes will shape how partner programs actually function. Worth paying attention to across the industry. And for the hardware volatility piece, Top Choice Express is the practical answer right now for partners trying to manage customer conversations when prices are moving before product ships. If you’re not comfortable with it already, your first call tomorrow should be with your Lenovo rep. Oh, and yes, we did keep the clip of Jeff saying that Craig is the better Taylor. It’s in the edit. You’re welcome, Craig. If you enjoyed this episode, please follow or subscribe to the podcast wherever you get your podcasts. We’re on Apple Podcasts, Spotify, YouTube, most of the major directories. Ratings and reviews are always appreciated and genuinely do help the show find a wider audience in the Canadian channel community. Until next time, I’m Robert Dutt for ChannelBuzz.ca and I’ll see you in the channel.

Ep 613: Why Market-Focused Businesses Don't Scale (and What Does)

live market businesses scale focused inner circle enroll mrr sales system

Play Episode Listen Later May 6, 2026 12:35

Watch the 'No Selling' Sales System to Scale to $1M (aka the Hidden Sales System that Drives Daily Sales) → https://www.youtube.com/watch?v=pE9J0Kmq4Dg&t=143s (...before it comes down & I repackage it as a paid program) __ If your business still requires you to sell, it's not built right. But when you build your business on a SALES-CENTRIC BUSINESS MODEL, your business becomes the sales engine that drives daily sales, calling in premium clients so you stack MRR effortlessly.

Ep 614: Your Messaging Should Make Them Decide — Not Think

live scale decide messaging inner circle enroll mrr sales system

Play Episode Listen Later May 6, 2026 10:56

Episode 319: Do the Right Thing (a Replay)

Twins Talk it Up Podcast

Play Episode Listen Later May 6, 2026 38:29

'Doing the right thing' in business is crucial for long-term success, fostering trust with customers, employees, and strategic partners. Leading with this focus helps enhance brand reputation, increase profitability through efficiency, and build a healthy organizational culture, as ethical practices drive loyalty and better performance. What does doing the right thing actually look like in business? Chris Allen, VP of Sales at Augmentt, provides insight into his leadership and shares how his leadership mantra—“Do the right thing”—continues to shape his approach to building high-performing sales cultures rooted in hope, accountability, and authenticity. Highlights include: Augmentt's platform and innovative approach to supporting their strategic partnerships. Intune Management, deeper AI integration through their new AI Policy Analyzer, and how partner feedback is actively shaping their 2026 roadmap. “Chaos tends to breed opportunities” and elevate leadership. Chris's core values are to be hopeful, be accountable and be real. How MSPs are leveraging Augmentt to increase MRR and enrich security offerings. Be sure to follow Chis on LinkedIn and visit augmentt.com/ to learn more about their Microsoft-centric SaaS Security Management platform. Timestamps: 'Do the right thing' 10:35 Working with Augmentt 15:29 Strategic relationship with Microsoft 23:07 Quickfire questions 26:22 If you want to master the art of audience engagement while learning how to conquer speaking anxiety, deliver persuasive presentations, and close more deals, this is the program for you. Twins Talk It Up is hosted by identical twin brothers Danny Suk Brown and David Suk Brown, who share leadership communication strategies designed to help professionals embrace the power of their authentic voice.Together, we'll explore tips and tools to unlock the full potential of your voice, dominate every stage you step onto, and elevate your influence and value. Along the way, we'll crush goals and share plenty of laughs. Book a Free 15-minute discovery call: dsbleadershipgroup.com/schedule-a-call/ Website: appmeetup.com/twinstalkitup/ Community: facebook.com/groups/publicspeakingpoints Patreon: patreon.com/twinstalkitup

community ai chaos sales microsoft strategic right thing quickfire chis mrr chris allen

Third-party risk management: The recurring revenue opportunity hiding in your clients’ vendor stack

ChannelBuzz.ca

Play Episode Listen Later May 6, 2026 35:53

Tim Coach, chief evangelist at Cynomi For most managed service providers, the security services story has followed a familiar arc: endpoint protection, email security, security awareness training. Each category added value, then became table stakes. Third-party risk management – TPRM – is what comes next, and according to Cynomi Chief Evangelist Tim Coach, it may be the stickiest revenue category yet. The case is straightforward. Every business relies on a web of vendors, software providers, and service partners. Each one is a potential vulnerability. And most SMBs have no formal process for knowing how well those third parties are managing their own security – or what happens to them downstream if one of those vendors gets breached. Research from Cynomi suggests 45 percent of organizations will face supply chain attacks, and 30 percent of data breaches already involve a third party. The attack surface has shifted to the things organizations trust most. For Canadian MSPs, the regulatory pressure is specific and near-term. OSFI’s Guideline E-21, with a September 2026 compliance deadline for federally regulated financial institutions, puts third-party oversight explicitly on the agenda. The cascade effect on their vendors – and the MSPs serving those vendors – is already in motion. Perhaps the sharpest signal in this conversation: cyber underwriters are now denying SMB coverage not because of anything the SMB did, but because they are connected to an MSP. The managed service provider, long positioned as the path to better insurance outcomes, has become a risk factor in its own right. Coach’s recommended first move for any MSP building into TPRM isn’t a vendor questionnaire – it’s a Business Impact Analysis. Understand how the client actually makes money, which vendors are critical to those revenue processes, and what an hour of downtime costs. That reframes the conversation from technical widgets to revenue, cost, and risk – the language every business owner speaks. – UPLOAD AUDIO Read Full Transcript Robert Dutt: Hello and welcome to In The Channel from ChannelBuzz.ca, bringing news and information to the Canadian IT channel for the last 16 years. I’m Robert Dutt, editor of ChannelBuzz.ca, your host for the show. My guest today is Tim Coach, Chief Evangelist at Cynomi, a vCISO platform purpose-built for MSPs and MSSPs. Tim brings an unusually grounded perspective to the space. He’s an engineer by training who spent nearly two decades building, running, and consulting on managed service practices before landing at Cynomi after seeing the platform first-hand and recognizing it could have solved one of his biggest operational headaches as an MSP owner – the CISO bottleneck, the point at which growth stalls because the security function can’t scale without adding expensive headcount. That personal history shapes everything he thinks about TPRM, third-party risk management, which is increasingly being talked about as the next major revenue category for MSPs after human cyber risk. Today we’re talking about what building a TPRM practice actually looks like, why cyber insurance has quietly flipped the MSP value equation, and why the right starting point isn’t a vendor questionnaire at all. Let’s get right into it, my chat with Tim Coach. Tim, thanks for taking the time. I appreciate it. Tim Coach: I absolutely love to be on. Thanks so much for having me, and for having Cynomi on your webinars. We’re always happy to do these things and educate the community. Robert Dutt: You’ve spent a long time in and around the MSP community. How did you end up at Cynomi specifically, and what was it about the opportunity around TPRM that pulled you in? Tim Coach: TPRM was eventually in the process – let me back up. What got me into the community was my engineering background. I went to college for what was called network communications back in those days. Basically I’m a network guy – I always point at the front-end programming guy and say, “It’s your fault,” and the programming guy says, “No, no, it’s the network’s fault.” So I did that for a large-scale nationwide company for many years, and then I fired my MSP. The owner was like, “Well, if you’re so good, why don’t you come over here and run this?” And I said okay. It took me about 24 hours to realize I didn’t have a clue what was going on – the place was chaos. But through process and procedure, and a military background, I knew I could get it under control. I ended up with a business partner from that experience, and we spent about 20 years rebuilding and consulting with MSPs. About five years ago, I just needed something different. The kids were a little older. I started looking at what else was out there, talked to a couple of mentors in the space – I’m sure if I mentioned their names everyone would know them – and they said, “You should come over and do this.” So I jumped. I went to work for a Canadian company, grew them quite a bit in the first year, then moved to an Australian company, grew them, and then went back to consulting for a short time. David from Cynomi was recommended to me as a consulting connection. We were going back and forth and he said, “Why don’t you come on board?” And I said, “I’m not really interested in selling a widget” – and it’s a security widget, right? There are so many great widgets and great personalities in the security space already. Probably not my jam. But he said, “No, no – let’s look at it.” And he showed me what Cynomi did, and I was blown away. The reason I was blown away is that at my most successful MSP, we hit a stopping point in our growth. The reason was our CISO – and this was before CISO was even a cool term. He was our bottleneck. Not because he was inefficient as a person, but because of the way he had to work: 80 pages of Excel spreadsheets and hours and hours of questionnaires. When I first saw Cynomi, I thought, “Here’s a way I could have doubled the size of my company with the same staff, the same CISO.” That’s what really inspired me to come on board – seeing that dashboard and connecting it to the personal pain I’d experienced around the security bottleneck. Now with the addition of TPRM, that excites me even more, because back in my MSP days I had a lot of bank clients, and banks are SOC 2 all over the place. Part of SOC 2 is that you have to have TPRM – you have to be responsible for everybody in the chain. So now we’ve built out a platform that lets the MSP, MSSP, ITSP, or whatever SP you want to put in front of those letters, easily manage vendor relationships and understand where clients are in their security posture. Robert Dutt: You may not feel it’s cool, but it’s certainly foundational security. Tim Coach: And that’s the problem, right? That’s why we’re still talking about security – because nobody knows how to talk business. They all talk widgets, bits and bobs: here’s this cool firewall, MDR, XDR. But you know what your clients don’t care about? The widgets. They care about being secure. Until we can bridge that gap – until Cynomi brings something that says, here’s an easy way to get to the data and details you need, here’s CISO-level intelligence so the MSP can translate it into business terms for the doctor’s office, the manufacturing company, whatever vertical you want – we’re going to keep having this same conversation. Robert Dutt: Let’s do a little bit of that with TPRM itself. Let’s take a step back and look at it from the viewpoint of an MSP who’s heard the acronym but hasn’t really dug in yet. Third-party risk management – what are we actually talking about, and what problem does it solve? Tim Coach: What a lot of people need to understand – and I try to say this in a way that’s easy to grasp – is: manage security first, and compliance becomes a default. What I mean is that you need a baseline, whether it’s CIS Controls, Cyber Essentials Plus, CMMC 2.0, one of the financial frameworks, HIPAA, whatever applies. You need a baseline you’re actively managing your security against. In the process of meeting that baseline, compliance follows. What we’re increasingly seeing is that certification bodies, auditors, and insurance underwriters all want to see that your solutions and partners are just as secure as you are. I was at Canalys Barcelona last year and someone made a statement that blew me away: for the first time ever, we’re seeing insurance underwriters deny coverage to an SMB because they’re connected to an MSP – and the MSP is what they consider the risk. We went from being the most important people in the room, essential workers, to being the risk factor. And on top of that, helping clients with their insurance has been one of our foot-in-the-door conversations for the last decade. That’s where TPRM comes in. The frameworks and insurance underwriters now want to see not just that you’re secure, but that everyone you’re working with is secure. The problem has always been how you manage that. Back in my day, you had to call the vendor, find the right person, ask for evidence of their SOC 2 compliance, get bounced around, end up with legal, sign an NDA, and eventually get the report. Now people share that information a bit more freely, but you still need a central place to manage it – so when an auditor or insurance broker asks, you can point to it and say, “Here it is.” We do a community call every Wednesday at noon Eastern, and we’ve had a gentleman on a couple of times who has written books specifically on TPRM. He’s sounding the alarms – not bad alarms, just “it’s coming.” But like a lot of SMBs, MSPs are having to drag their clients toward where they need to be. Once you make it easy for the MSP, you make it easy for the SMB, and you finally have a way to prove you’re taking those measures. Robert Dutt: Supply chain attacks have certainly been a theme in the channel for a while – Kaseya, SolarWinds, MOVEit. But TPRM as a formal managed service element feels newer. The insurance side sounds like a big driver. What else changed to make it go from a theoretical concern to something MSPs can actually build a practice around? Tim Coach: I firmly believe you cannot be a business partner without knowing how your partner makes money and how you need to protect them. I can’t protect them if I don’t know what they’re using. It’s the old adage: if two people are managing something, nobody’s managing it. TPRM is really the next step for the ITSP to move from a transactional relationship to a true business partnership – ensuring that everyone your clients are using is also protected. Because what happens is what always happens: it doesn’t matter what you have hard-coded in the contract about not being responsible for X. When something goes wrong, the SMB comes back and says, “But I thought you were managing this.” We go over it in the contract reviews, sure, but the conversation still happens. When you’re genuinely talking business – saying, “I’m going to protect how you operate quarter after quarter, year after year” – you’re protecting their entire environment, not just your piece of it. That’s when you move to a real business relationship instead of a sales relationship where every conversation is an upsell or a cross-sell. We’ve done it to ourselves a little bit, honestly. It’s like an insurance agent in Oklahoma trying to sell hurricane insurance. That’s not what we should be doing as business partners. TPRM allows us to have a full understanding of the client’s environment and make sure everything is protected – or at minimum, that the gaps are known by everyone. Robert Dutt: Cynomi has described TPRM as the next major revenue category after human cyber risk. Can you walk me through what the recurring revenue model actually looks like, and what makes it sticky? Tim Coach: Everything leads to MRR – that’s business. But you have to start with a project. You need to understand where the client is in their security journey before you can manage them ongoing. SMBs don’t do things for free, and neither do our partners. This is a revenue generator. But it’s a revenue generator because it actively has to be managed. I always say: I can’t throw a server at security. I can’t throw a firewall at it and declare myself secure. The best analogy I’ve heard for security is a block of Swiss cheese. There are holes, and you can stick a fork through those holes quite a way. But if you slice that block and turn every slice 90 degrees, the holes are still there – they’re just not as deep or vulnerable. That’s TPRM. There is no set-it-and-forget-it. It has to be actively managed, and that active management is where the recurring revenue lives. Robert Dutt: What does a typical engagement look like early on, for an MSP starting from zero with a client? Where does the work begin, and what surprises people about the scope as they go deeper? Tim Coach: Everything begins with an assessment. With Cynomi’s tools, we can use Cyber Essentials Plus or CIS Controls as a self-regulating baseline and add a couple of hours to the initial assessment to incorporate the security piece. We all do assessments upfront to understand what we’re getting into – or what needs to be fixed before we really dig in. Once you’re in the security layer, the next step is TPRM. And TPRM brings with it something I think is critically important: the Business Impact Analysis. It’s not enough to ask, “What does your client do?” They make dog food – do they? Or is that just the end product? When I was an MSP, I had a metal manufacturer that cut and stamped metal. But if you asked their CFO what the business was, he’d say, “Making pallets – I make more on pallets than on the stamping work.” I used this example in a presentation just yesterday. Years ago I was walking through a manufacturer’s facility and asked about a machine: “What does that one do?” “That runs the software that completes our product.” “Why isn’t it plugged into the network?” “It’s a Windows 98 machine.” “Why are you still running that?” “Because it runs decade-old German software that costs ten million dollars to replace. And we only have that one machine.” If you’re not walking through and genuinely understanding how they make money, you don’t know where the risks are. And that’s what TPRM forces you to do. Ideally, I’d love to sell a project that includes a full security assessment, a BIA, TPRM, BCP, IR planning, all of it from day one. But it doesn’t happen that way. You have to phase it. Once you understand the BIA and what they’re actually doing, you understand where the software and systems that carry real business risk are, and you can start building that into their security posture. It’s the same principle: why hack an individual when you can hack the software that manages all the individuals? Why try to crack one account when you can compromise an MSP’s RMM tool and get access to everybody? If you go into a business without understanding their software environment and vendor posture, you at minimum need to be able to tell them where the risks are. Because the language they speak is revenue, cost, and risk. TPRM is a risk if it’s not being managed – and that’s why we’re seeing so much attention on it lately, even though some of us have been doing this for decades. We just used to call it vendor management. Robert Dutt: We’ve talked a lot on the show about MSP tools as an attack surface – RMM agents, remote access tools, backup platforms. The MSP is supposed to be managing the client’s vendor risk, but the MSP’s own toolchain is also someone else’s third-party risk. How should MSPs be thinking about that? Tim Coach: It comes back to the BIA again. What are they using? What’s creating the security gaps, and how do you build better overall management around it? There’s a project in there, but every project should lead to MRR – period. It still has to be managed. Remember when Exchange servers went away and everyone panicked about where the revenue was going to go? There was still an entire environment to manage. We always made some revenue on hardware, though that’s gotten harder – the real money is in managing the ongoing environment. TPRM is the same thing: it’s a significant security gap in the overall posture of your clients, and that gap has to be actively managed. Robert Dutt: Pushing on that a little further – TPRM platforms are pulling in a pretty comprehensive map of an organization’s vendor ecosystem: the gaps, what’s been remediated, basically a full picture of the landscape. If one of those platforms gets compromised, that’s not just a breach – that’s a pretty rich target list for an attacker. How do you think about that? Tim Coach: Think about a CNC factory. Their job is building molds to produce a specific part, and the software on their server has all the schematics fully built out. What happens if that software gets hacked? You lose all the schematics for the CNC machine – so suddenly you can’t produce anything. And if the attacker gets in early enough in the process, the downstream supply chain impact goes way beyond that one facility. That’s the risk. If you’ve got $200,000 five-axis CNC machines – and I may have a little experience with this – and you’re not protecting the software running them, and you don’t understand from a TPRM perspective what the vulnerabilities look like, that’s an ongoing, persistent risk. You always have to be managing it. Robert Dutt: Sitting where Cynomi is, how do you think about the security side of running a TPRM solution, and what should MSPs be asking vendors in this space about that? Tim Coach: Efficiency. How efficient can you make it? I’ll probably get in trouble for saying this, but we’ve essentially stupid-proofed the first few levels. We’ve built it out for you. And look – I know AI is a word we’ve managed to avoid for about the last half hour, but AI is meant to enhance the human. It’s a tool. What we’ve done at Cynomi is build AI agents and intelligence into the platform to make this work manageable at a lower labor level. If I can take work that previously required a CISO – an expensive asset – and bring it down to a tier-two technician, my margins go up because my labor costs go down. That said, we’re not replacing the CISO. I used to work with a company that built a component for Apache helicopters – no public-facing anything. If a tier-two tech runs a report showing no web security for that client and flags it as a critical gap, the CISO might be the only person who knows that client has no public-facing presence by design. That context matters. The CISO still needs to be the final approval layer. What Cynomi has done is open up bandwidth for other people to do the groundwork, so you can grow your company without adding another six-figure salary. When your staff becomes more efficient, the CISO is less of a bottleneck – which was the original problem we started with. Robert Dutt: For the Canadians listening, there are some very specific regulatory drivers on the table right now. OSFI’s Guideline E-21 has a September 2026 compliance deadline for federally regulated financial institutions. Can you talk about the role you see TPRM playing in responding to that kind of regulation? Tim Coach: What we’re seeing is that the insurance underwriters, auditors, and regulators are the ones setting the standard, and the industry has to meet it – but the industry isn’t yet at a point where it can easily meet a TPRM standard. So what will probably happen, whether it’s Canada, the US, the UK, or EMEA, is a pattern we’ve seen before: they’ll release a guideline, there’ll be a period of voluntary adoption, and then they’ll give it teeth. Like HIPAA – they threw it out there, and eventually it got enforcement. The thing I’ve always loved is watching the auditors, because they’re typically running a couple of years ahead of the regulation. If you stop treating auditors like your mortal enemy – “they’re here to expose everything I’m doing wrong” – and start paying attention to what they’re flagging, you can get ahead of the game. Auditors are a leading indicator. It’ll always come down to government forcing the policy, and then insurance trying to find a way out of paying claims when it’s not followed. But if you’re watching the auditors and TPRM is showing up in their reviews, you already know what’s coming. Robert Dutt: For an MSP listening to this and thinking, “I should be doing this” – what’s the realistic first move? Not the ideal end state, but the practical starting point? Tim Coach: Start with the BIA – the Business Impact Analysis. Research suggests every SMB has three to five critical processes that drive about 80% of their revenue. Do they actually know what those are? Probably not. They make dog food. They take care of kids. Whatever it is – they don’t actually know how they make money. I have an old client who’s also a friend – he works in retirement planning. If you asked how he makes money, you’d assume it’s from managing portfolios. It’s not. He makes money by selling the policy, and the insurance company pays him a commission on that. If you don’t start by understanding the BIA, you don’t really know what solutions your clients are dependent on. Start with: who is your critical software outside of us? Who maintains it? Do we have a relationship with them? Does it connect directly to how you make money? And tie it to cost of downtime. If a doctor’s office goes down for four hours – and in a medical practice you call them providers, not doctors, right? Speaking their language, not ours – what does that cost? If the pallet machine on an assembly line goes down, and that pallet machine is the only thing holding product so the rest of the line can keep moving, what’s the cost per hour? If you don’t know that, you don’t actually understand how to service your client. You’re still talking bits and bobs instead of revenue, cost, and risk. Robert Dutt: Future-looking question to wrap up: where do you see this category going over the next couple of years? Is TPRM a standalone practice, or does it fold into a broader vCISO or governance offering? Tim Coach: I think it’s going to be both. For more mature MSPs, it’ll be baked right into their silver, gold, and platinum packages – TPRM is just part of what you get at a certain tier. For others, especially those that aren’t at a full vCISO-as-a-service level yet, it’ll be available as a standalone – a meaningful piece of the security posture they can deliver to clients without committing to the full stack. Growth and maturity, right? As people build their practices, the more advanced will have it embedded. But there’s also a real path for someone starting out to say, “I need to at least get this piece right, because it’s critical to the overall security posture of my clients.” Robert Dutt: Fascinating. It’s an interesting area of technology and – to your greater point – business. I appreciate you taking the time to share some thoughts on how service providers can get involved. Tim Coach: Thanks for having me on. I always appreciate it. Robert Dutt: There you have it – Tim Coach from Cynomi. I’d like to thank Tim for taking the time today. He’s been around the MSP space long enough that when he points at something and says it’s the next thing, it’s worth listening. A few things I want to make sure land from this conversation. The first is the Business Impact Analysis as the true starting point. Before you think about vendor questionnaires or risk scoring tools, you need to understand how your client actually generates revenue – which processes drive the majority of the business, and which vendors are load-bearing in that equation. That’s not a security conversation. That’s a business conversation. And that’s the shift that moves an MSP from tool vendor to genuine business partner. The second is the insurance signal. When underwriters start denying SMB coverage not because of something the SMB did, but because they’re connected to an MSP – that’s a warning and an opportunity in the same breath. MSPs who can demonstrate they’re actively managing their clients’ third-party risk have a new and better story to tell. And the frame to carry with you: security first, compliance becomes a default. Build the practice to the right security baseline and the compliance checkboxes largely take care of themselves. In The Channel is available on Apple Podcasts, Spotify, YouTube, and most major podcast directories. If you’re finding value here, ratings and reviews are always appreciated – they help other people in the Canadian IT channel find the show. Until next time, I’m Robert Dutt for ChannelBuzz.ca, and I’ll see you in the channel.

Paying Techs Commissions: Best Practices and Pitfalls for MSPs

SMB Community Podcast by Karl W. Palachuk

Play Episode Listen Later Apr 30, 2026 24:44

Compensation models for technical staff in MSPs require careful alignment with business objectives and operational capacity. Both James Kernan and Amy Babinchak emphasized that financial incentives such as commissions or bonuses can be appropriate when technicians are directly responsible for generating additional monthly recurring revenue (MRR) or securing new accounts. However, they noted that proper monitoring tools are essential to track productivity and ensure fairness—without adequate systems, variable compensation based on efficiency or project profitability can introduce operational risk and potential inequities. Supporting this, Amy Babinchak described implementing a tiered productivity incentive where technicians received additional pay for surpassing utilization rates above 80%, but expressed concern over excessive overtime. Both speakers underscored the necessity of clear job role definitions; rewarding sales activities for technical staff may be appropriate if it aligns with broader company goals and does not compromise core technical duties. Non-monetary recognition, such as trophies or gift cards for ticket resolution or utilization, was also mentioned as an effective, low-cost incentive. The episode expanded to analyze current challenges in industry education and vendor-driven events. Citing a survey from the "All Things MSP" group, Amy Babinchak reported that 86% of respondents believe MSP conferences are now allocating too much budget to entertainment at the expense of substantive educational content. Comments from participants indicated skepticism toward vendor-led sessions, noting that paid speaking slots are typically used for product promotion rather than useful training, raising questions about increasing conference costs and the dilution of actionable takeaways. Key operational topics included shifting preferences among AI tools, with both speakers confirming recent moves toward Claude and Copilot, and persistent debate over MSP documentation practices—ranging from ad-hoc tools like OneNote to industry solutions. The discussion concluded with an observation about payment processing costs: James Kernan highlighted a case where $24,000 in annual credit card fees significantly reduced firm profitability, stressing the importance of passing such costs on to customers or utilizing ACH to preserve margins. MSP leaders are encouraged to assess compensation structures, conference participation ROI, and vendor relationships in order to minimize risk, align incentives, and ensure operational resilience. Question of the week: Should I pay my tech commissions? Rod Trent Substack: learning to talk to our apps https://rodtrent.substack.com/p/the-new-normal-talking-to-your-apps?r=h2641&utm_medium=ios&utm_source=notes-share-action Do you think that MSP conferences are spending too much on entertainment and not enough on education? All Things MSP survey What is your favorite AI tool right now? Blog post: AI Image Generators Can Now Spell: https://www.thirdtier.net/2026/03/20/breaking-news-ai-image-generators-can-spell/ What tool do you use for Documentation? This is more for the smaller MSPs or internal IT folks not running something like IT Glue or Hudu. GitHub: https://github.com/ TALES FROM THE FIELD: Payment processing fees of 24K reviewing financials during valuation. Alternative Payments and other payment automation firms help reduce/eliminate these fees by giving customers options for EFT or passing fees to them.https://www.alternativepayments.io/ UPCOMING CHANNEL EVENTS: Reinvent Telecom – May 12-14th, 2026 Mastermind Event – July 30-31st,2026 Amy's Podcast Appearance Book Tour happening! Learn more about the book here: https://www.thirdtier.net/20-questions-every-msp-owner-asks-before-selling-their-business/ Do you have a story from the field that you'd like to share? Or a question you'd like us to answer? Email it or send it as a voice memo or video to james@kernanconsulting.com, and we just might use it in an upcoming show. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

ai blog roi paying best practices pitfalls compensation eft ach github copilot documentation simplecast commissions citing msp techs onenote mrr msps 24k it glue

297 – 10 Years of Microsoft Co-Sell: What the Top Partners Do Differently in 2026

Ultimate Guide to Partnering™

Play Episode Listen Later Apr 29, 2026 49:27

Master the Microsoft co-sell evolution today. Subscribe to our Newsletter:https://theultimatepartner.com/ebook-subscribe/Check Out UPX:https://theultimatepartner.com/experience/ In this deep-dive panel discussion, industry experts Erin Figer, Erika Irby, and Reis Barrie celebrate the 10-year anniversary of the Microsoft Co-Sell program by dissecting its evolution from its 2016 inception to today's data-driven, outcome-focused landscape. The group explores the critical shift from transactional sales to modern, frictionless co-sell motions, emphasizing the importance of signals, intentionality, and building credibility with Microsoft field teams. Whether you are navigating the complexities of the marketplace, struggling with reseller enablement, or looking to integrate AI into your sales process, this conversation offers actionable insights to align your organization's go-to-market strategy with Microsoft's evolving priorities and achieve results. https://youtu.be/KV1MGSoyWbQ Key Takeaways Effective co-selling has shifted from autonomous, fragmented motions to a highly collaborative, data-driven approach essential for modern cloud GTM strategies. Credibility is the currency of partnership; without trust from vendors and customers, technical go-to-market motions will fail to produce long-term outcomes. The “REO” (Reseller Enablement Offering) model is an operational unlock for ISVs to go global and sell local without the friction of multi-party private offers. Integrating AI into CRM systems is vital for identifying total addressable market (TAM) signals and maintaining sales velocity. “Don’t automate a bad process” remains the cardinal rule; technology should be used to refine existing, successful motions, not to propagate inefficient ones. The human element—community, in-person events, and empathy—is a necessary differentiator in an increasingly digital, automated B2B landscape. 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. Key Tags Microsoft Azure, Co-sell evolution, Hyperscaler strategy, SMB partner investment, Cloud Marketplace, Veeam GTM, Partner Center alignment, Channel enablement, REO, Cloud consumption, ISV scaling, Go-to-market optimization, Partner-led growth, Azure consumption, Channel friction reduction, Outcome-driven sales, Microsoft ecosystem, Revenue acceleration, Partner alignment. Transcript Erin Figer Panel For Cut Out [00:00:00] Vince Menzione: So when we, so, uh, this all started ’cause I was trying to figure out what was next when I left Microsoft and I had this woman who was doing work, actually starting the co-selling process when we first started doing co-selling. And she was working with one of our partners and she was working with my team when I was at Microsoft. [00:00:17] And then I said, this lady knows a lot about this stuff. So I reached out, I left Microsoft, I said, I think we can help each other. Like, I think we’re gonna, I got these companies that I spoke at Microsoft’s conference. They’re like, can you come help us out? And we teamed up. And, uh, we’ve been friends and doing fun stuff ever since. [00:00:34] And she’s spoken at just about every event in some capacity or another, whether it was on stage or a workshop. Aaron Feiger. And then, uh, I, I found, I also, through Aaron, I met this other gentleman who had another company and he was doing amazing work with ISVs or SDCs, uh, Reese Barry from Carve. And then, uh, when I think we started up the event, I mean, Erica Irby came to one of our first events and spoke on stage. [00:00:58] I was like, yeah, this. The person knows what she’s doing. So I’ve asked the three of them to come up and kind of round out and end the day, but all three of ’em have a tremendous, uh, background in this whole process of co-selling go to market strategies. And I thought you, you can, I’m just giving it over to the three of you. [00:01:17] Erin Figer: I we don’t need [00:01:18] Vince Menzione: a, you don’t needer you don’t need a clicker and you, you know what you’re all gonna be talking about. But these are some really smart people about how to partner with Microsoft. So, yeah. No, thank you for having us. [00:01:27] Erin Figer: Um, hello. Hello. I think this is on. All right. So actually we’re gonna do an exercise. [00:01:32] Um, I want everyone to close their eyes. Close your eyes. Close your eyes. All right. I want you to think back to January of 2016. What were you doing? Where were you in your career? What company were you working for? What was going on in your Microsoft partnership in January of 2016? Okay, Erica, what was happening for you? [00:01:59] Erika Irby: So, uh, is this on? Sorry, I cannot tell. Um, I was at Veeam for the first time. We had just launched our first, uh, endpoint backup, uh, product in April of the previous year because nobody knew what cloud was yet, and people were scared. So we had to launch that product. And we had a relationship with Microsoft in a sense that about 20% of our business sat on Hyper V. [00:02:25] That equated to about, I think like around 90 ish million dollars, which at the time was incredible for us. But to Microsoft was, you know, like, who are you guys again? And, um, we begged and begged to have any type of communication with them. Events. Funding nothing. We did not know what Azure consumption was. [00:02:43] We didn’t have any of that information. And if somebody would’ve told me at that time that nine years later we would sign a five year contract with them and have multiple products dedicated to Microsoft, I would’ve been like, y’all are bananas. [00:02:58] Erin Figer: Reese, what were you doing in January of 2016? [00:03:00] Reis Barrie: Uh, let’s see, Jan, 2016, I was moving from Orlando, Florida to Seattle, Washington, uh, sight unseen with no place to stay. [00:03:10] Uh, to take a job at a place called Microsoft or Consulting Gig, a place called Microsoft. Um, kicking off some of the cool motions that we’re, uh, we’re gonna talk about today, I think. [00:03:20] Erin Figer: Does anybody know the significance of January, 2016 in the audience? Any takers? It was the launch of Cosell officially for Microsoft. [00:03:31] Congratulations. We’re celebrating 10 years of officially. Problematizing how you connect with the Microsoft sales organization in a programmatic at scale way. And try to build meaningful relationships. And I have been helping partners since the inception of Microsoft’s Cosell program. Um, I was on the partner side, Reese was on the inside. [00:03:59] You were at a partner. So we have all seen the evolution of Cosell across all three hyperscalers launching, you know, their co-sell initiatives. So I just wanted to take a moment to recognize. I didn’t know how many people realized that it’s been 10 years, it’s 10 year anniversary. I think it’s a big milestone. [00:04:15] Huge. So. Yeah. Yeah. Well, we, you know, when they launched it, I went, I was consulting for a startup outta Boston and we were trying to get Microsoft’s attention, competitor to fame, and I went to the business development guy and said, uh, do you, did you just see this program that Microsoft launched? I think we should include this in our branding strategy and we should use co-sell as a way to get our brand out to Microsoft and be able to tell our story of who we are and what we’re doing and that we’re in their accounts and they don’t even know it. [00:04:55] ’cause we’re the startup out of Boston who switched over from AWS to Microsoft. And we did, and I put every single opportunity in the system I could for the first six months, which was the last six months of their fiscal year. We go to partner of the, we go to, what was it called? Them WPCI think at the time. [00:05:13] Mm-hmm. Uh, in Vegas. And Nasuni won wins like all four wards worldwide. US Education, healthcare Partner of the year because I put 117 deals in the system and then it seeded Na Sunni’s Marketing for the next two years. ’cause Microsoft gave them tons of money and attention and we were off to the races. [00:05:35] Right. And then it was, can you repeat that? And we went and repeated it with Red Hat and Rubrik and Nintex and Quest and. I don’t know, lots more. But it was, it’s been fun journey co-selling. And it’s interesting to see now, um, how we continue 10 years later to evolve co-sell. And so Erica, what were some of the takeaways you had today listening to the conversation about how co-sell, how you’re modernizing and co-sell is changing inside your organization, especially now being a boomerang. [00:06:08] Erika Irby: Yeah, well we call it a Veeam ring ’cause everything a veer ring, everything has to start with with Veeam. Well, one thing I was gonna comment on, I think I’m sitting here thinking how wild is it that back in the day we actually had to define that co-sell was an action that, that, you know, partners and vendors needed to take or, and different vendors and alliances. [00:06:25] I mean, now we can’t even imagine going to market without, you know, that, that attach. But at the time, we were just very autonomous and everybody sold their own product and it, it took like this actual motion, um, to get us working together. But now look at us. I mean, this community is incredible. And we can also see this by, and even when AGU was mentioning earlier, all the bosses he had in his room, I mean. [00:06:47] How many people like know each other. I mean, this is like part of that, that ecosystem. But today, um, a couple of things I took away, and by the way, we want a lot of interactions, so we’re going to kind of throw it back out at you guys. But for me, um, outcomes came up repeatedly that was mentioned multiple times about outcomes. [00:07:04] Um, speed with intentionality. I think that was super critical. We have to go to market. There has to be a sense of urgency, but if we’re not intentional, it’s like, what are we doing? It’s just like a big mess. Um, and then credibility. And this is something I think is super important, regardless of, um, all of our emotions, all of our go to market, all of the, the things that we do, if we are not credible or not building trust with our vendors, our, our co-partners, our customers, we will never be successful. [00:07:35] Um, so those are the three main things that I took away from, from everybody talking today. And I, I thought, I mean, to me personally, I thought those were pretty powerful. [00:07:42] Yeah. [00:07:42] Erika Irby: So we’d love to hear. [00:07:43] Erin Figer: Yeah. And I know Reese, you have been doing a lot around outcomes and changing kind of the cosal, um, intention. [00:07:54] Reis Barrie: Yeah. The, uh, the, just thinking back to today, like that was like such a, it was really a, a big key theme of today. Like everyone talked about, whether it’s pivot of, of sales, partnership, um, even when you’re talking about AI and some of the, the, uh. POC discussions. So the live like type of stuff, everything was centered around that narrative. [00:08:17] And so, um, and it’s the same with, it’s the same with partnerships. It’s the same with your co-sell motion, same with your benefits utilization, um, and the way you’re utilizing partnerships. And so that’s, that’s a huge, huge component of, um, what I also took away from today. Um, and then somebody, I think it was Mark who said it that I’m gonna, I’m gonna steal this because the, the whole, um. [00:08:40] Near and dear to my heart of like, don’t, don’t scale automate ai, A-I-F-I-A bad process. Like as someone who deals with like, for the most part, bad processes, like day in and day out, um, and trying to refine them and improve them. Like, that’s one of the first things that we, uh, that we talk to partners about when it comes to their partnership and, and the processes they have in place. [00:09:03] So those are like two really big, just takeaways from [00:09:06] Erin Figer: Yeah. Nice. So we’re here to learn from each other, right? Like this is an ultimate partner community of learning from each other. So I’d really love to hear from the audience, like what are some of the things you’re doing in your cloud? Go to market approach and co-selling that you’re trying out. [00:09:23] Either you tried it, you failed fast, you learned from that, that you can share those lessons learned or like what’s working and how are you changing to be more outcome driven in your cloud go to market, uh, approach. Any takers in wanting to experience share? Great. Give that man a mic. [00:09:50] Audience Member: The SMB investments. Um, these, these new, I don’t know what they are. I partner accelerators, PBAs, uh, there’s kind of something going on in the SMB space where it just seems like they’re coming outta the woodwork to come help. On deals. I’ve never seen Microsoft really embrace the customer that they, the way they have in SMB in the cos sells. [00:10:10] I’m not sure if anybody else is seen that, but seems to be working. It’s two things. One, you at Data 60 [00:10:22] America. [00:10:54] I think, I think part of the rarity there is that. Typically you wouldn’t get a seller attached, right? They’re unmanaged that they’re kind of in the nobody cares category, but, [00:11:06] um. So Microsoft made a huge investment in the distribution space saying we’re gonna lean on distribution to help enable our 165,000 indirect resellers that we have as a business. And part of that enablement goes back to field sales alignment. So there’s these roles, ca roles called um, partner Solutions Sellers, PS. [00:11:30] And so they’re aligned by, um, solutions architecture, if you will, for Microsoft. So, or cloud solution area, whatever the new term, modern work, uh, or, uh, AI work, AI workforce, um, data and ai. And so they are there to help support your deal. So it’s, it’s a huge investment and one that I would just can say continue to advocate for it if you’re seeing success with it, because I mean, we’re heading into FY 27 planning for Microsoft. [00:11:58] So. Like there, there could be role changes. So I would say if it, if it’s helpful, like make sure you’re talking positively about it. [00:12:05] Reis Barrie: Yeah, yeah. Just to, to your point, like I, I’d say like, um, in the last six to 12 months, like that’s been a, a thing that’s like we’ve to go back and like, I mean we manage a portfolio of a couple dozen, dozen partners at this point, and so we’ve had to go back and rewrite some of our playbooks, reeducate some of. [00:12:26] Uh, some of the partnership folks that we use because, um, historically you kind of get into this like void of, you’re in partner center, you’re picking, you know, account alignment and it’s not managed. And so it’s like, okay, I expect to do nothing with this deal on the Microsoft side from a co-sell standpoint. [00:12:42] Um, but that’s kind of, that’s changed quite a bit, um, in the last six months where, um, it’s not like a, it’s hard to create, it’s hard to create processes and dependence around it ’cause it’s not like a guarantee that you’ll get, you get engagement, but. Uh, you see more eng engagement, more on more and more deals. [00:12:58] Um, and so we’ve had to go back and work with some of our partners to rewrite some of our, uh, deal sharing playbooks to account for, uh, things like that, which is, it’s super cool to see, frankly, um, to see engagement on these, like predominantly. [00:13:12] Erin Figer: So in that motion. So first off, for the folks that are on the other side of this black curtain by the food station, if you guys could please stop the conversation. [00:13:19] It’s really hard to pay attention to what’s going on in this room. Um. Thank you. Thank [00:13:25] Erika Irby: you for saying that. [00:13:26] Erin Figer: That was a great, that was a great, that’s a great point. And what I wanna talk about next is like in order to kind of continue to evolve the playbooks and they’re changing and people are changing, and priorities are changing, what are some of the signals that you guys are using internally in your organization, whether you’re building or buying, um, but would love to learn from all of you. [00:13:46] What kind of signals are you looking at to help you continue to like co-innovate, co-sell, co-market? Um, in your go-to market strategies? [00:13:58] Audience Member: Yeah, [00:13:58] Erin Figer: please. Um, [00:14:00] Audience Member: well, I’m, I’m, we’re building everything from scratch right now because we’re brand is integration. [00:14:39] Like having our, our engineer be able to interact with product [00:14:43] Erin Figer: engineer. [00:14:50] I’m gonna pick on trend ’cause I had just spent last week with them and Sanjay, I think like what you guys are building internally, um, using signals, building it into an AI agent. To help you understand your tam, you wanna share a little bit. [00:15:06] Audience Member: Happy to, and I’ll disclose. The first thing I did was hire Aaron Feiger to run my co-sell operations, uh, for the, for the second time. [00:15:12] It’s [00:15:13] Erin Figer: nice to be a GDI again [00:15:14] Audience Member: for the second, so well planted. Um, but honestly, like I can’t have an environment where I fail my sellers, like this process has to be frictionless in co-sell and marketplace operations. Or I lose trust in my own house, let alone in my channel and in my customer base. So. Uh, building that strong foundation is like job number one. [00:15:34] I’ve been, I spent a decade at Trend. I’m back, uh, five weeks on the job now. Um, but I’d say we’ve built a multi hundred million dollar cloud marketplace business thinking highly transactional. And what we’re trying to pivot to is a highly dated driven approach where we can look at any cloud in any region around the world, figure out roughly how many accounts they have. [00:15:57] Figure out what those customers are spending and things that we can protect from a cybersecurity standpoint, knowing that four or 5% of that total spend will be spent on cybersecurity, doing an overlap of where I have existing customers in that drawing a tam, overlapping that with my incumbent partners to get the Venn diagram of like, where’s my sweet spot to move this forward? [00:16:18] And then where’s my blast radius? So when I sit down with a guy leading France, or a person leading healthcare. I can have a really specific opportunity about how to leverage my cloud partnerships to accelerate deals and expand growth in a very surgical, data-driven, propensity driven way. And it like totally changes the conversation. [00:16:40] And the other thing we’ve done because you get a lot of pushback and when you’re working with Microsoft, uh, I was chatting with a few folks today, like if you’re in cybersecurity, it’s not easy. They got a 25 billion ish dollars cybersecurity business. So you gotta find your swim lanes. And the dialogue I have now internally with my sellers is a major League baseball analogy, which is, if you play major league baseball and if you hit the ball 30% of the time, you’re gonna go to this little thing called the Hall of Fame, right? [00:17:07] If you bat 300, if you’re in sales and Microsoft, or Amazon or whoever helps you, 30% of the time, you’re gonna go to this thing called President’s Club. That’s the difference between sitting at home in Ohio and sitting with your beach. You know, your, your toes in the sand. So it’s, we’re really trying to change. [00:17:25] Uh, one of the first things I ask my team is, what’s our brand promise to our sales leaders and our sales team? And if you don’t know that answer, you got a fricking problem. So you gotta get that. What’s your Brene Brown would call it? What’s your North Star? What are your values? Whatcha are you gonna deliver? [00:17:38] Right? So you gotta get that right and then you gotta be relentless in making it frictionless. And then you gotta hire Aaron Fier to run your co-sell. [00:17:46] Erin Figer: Okay? Okay. And so, I mean, I think like that’s a trend that I’m seeing across the partners that I’ve been working with is how they’re using data and doing more data driven, um, decision making and getting to their TAM faster so that as they start to then look at this pathway of, okay, now I’m trying to go to market, what. [00:18:11] Programs does Microsoft have or my other partners have that I can use to move me down that path faster. But getting that tam and feeling more confident about it, like, this is the group, this is the subgroup that I’m gonna start with until I see something that says, oh, I need to deviate and do something different. [00:18:30] Um, so I’m definitely seeing that trend. Like what are you seeing, uh, what are you guys doing at Vem? [00:18:35] Erika Irby: Um, so a couple different things. So like you were saying, we, we do leverage, um, AI more, uh, recently for New Deal Reg, um, automation. And we lit, literally just launched it this week. So this is the week that it’s exciting until the, someone tries to use it for the first time and then for. [00:18:52] Um, so I can’t wait to see my emails later, but, um, it, it’s, we’re seeing like that, that that movement, which is, uh, definitely good for that. We have a task force internally for marketing, so trying to figure out how we’re gonna, um, you know, leverage that, uh, um, internally. And I think that Veeam, you know, they, they have been on the forefront of technology for, for a while. [00:19:12] You know, they were the first with the. Virtual backup and, you know, all these things, you know, really trying to be ahead of the thing, ahead of the game. But, um, one thing I, I, I love how many people brought up the intentionality and the mindfulness because I think sometimes we can easily. Put out a whole bunch of tools. [00:19:28] I love that you called out the point about the bad processes, um, because it actually, I think, can just create more confusion, more of a mess, and that, um, really mindfulness will be so much more beneficial, you know, down the road for your partners, for your customers, for everybody that has to, you know, do that interaction business with you. [00:19:47] I did wanna call out that I thought it was lovely that you had a positive comment about Microsoft. I dunno if I, [00:19:53] Audience Member: yeah, [00:19:53] Erika Irby: I like rarely hear that. So like, awesome. I hope that does get back to Microsoft. I hope that they do, um, continue that. I’m sure their SMB is quite a bit bigger than maybe others, but that is a massive install base for, for Veeam as well. [00:20:07] And even though we’re driving and trying to push into the enterprise, protecting that install base is just absolutely critical for success. [00:20:15] Erin Figer: What about you race? [00:20:17] Reis Barrie: So if I’m looking at like signals, I, I think. Uh, I’ll focus on too, I think you mentioned, uh, the, the cycles of change at Microsoft. Like it used to be an annual thing and now it’s like a, then it was a half base thing, and then it was a, now it’s a quarterly thing basically. [00:20:30] Um, but there’s also like, there’s, there’s big signals and small signals, and so annually we still get like that, like the, the, the guiding direction so that we can align. How we talk about ourselves, how we talk about our partnership, how, how we enable our sellers and whatnot. And then we got a lot of programmatic shifts from a, from a quarter to quarter standpoint. [00:20:50] Um, and so focusing on the, like these, um, these signals so we can align our, our messaging and our frameworks to align with, with, with our partnership, um, is, is one thing that’s, you know, super, super important to keep, keep tabs on. Um, and the second one, I’ll, I’ll give, you’ll. Mention is more on the cus sorry, uh, customer side, but like the seller enablement. [00:21:15] And so how is your, on the marketplace side, how, how are your sellers talking to your customers about marketplace? Um, are they, are they bringing up earlier in the, in the qualifying discussions of how does the customer prefer to buy? Um, are there fire drills with two weeks to go, um, till the, till the deal closes and now the customer wants to go marketplace and, and no one knows how to do it? [00:21:37] Um, seen that way too many times. Um, and so, but how, how, like studying kind of the, uh, maturity of our sales org to see well, like where, where, where is our, our, where are our sellers competent to have this marketplace discussion? Um, because I often relate, like, this is kinda a silly analogy, but I, I, simple stuff works really, really well with me. [00:22:00] But I like, have you ever been to a farmer’s market and you’re like nervous to buy something? ’cause you don’t know if they take credit card. [00:22:07] Audience Member: Yeah. [00:22:07] Reis Barrie: And so like to me, I’m like, okay, well, like it’s the same thing with Marketplace to me. And so like, it’s, it’s the same concept of you want your customer to be able to buy, they want the way that they would like to buy. [00:22:19] Um, and you want the person that they’re interacting with to be able to, um, facilitate that, that transaction in, in a way that feels frictionless. Yeah. Right. Uh, and so that’s a lot. Like, those are the kind of, the really two deep signals, um, that we, we look at a lot. [00:22:37] Erika Irby: I wanna make a comment on the marketplace. [00:22:38] So I don’t know if anybody else is experiencing this, you know, Veeam being an ISV, we have a really strong traditional, traditional channel motion. So, to your point about how sellers are, are managing the marketplace, to be totally honest, we struggle on, um, that, because right now it feels like a deal that goes to the marketplace is taken away from a reseller, and that reseller loses out then on that upfront margin and. [00:23:06] Um, there’s not a clean path necessarily for, you know, just because the, the deal happened there. They really, they still need to maintain that because they’re the one pri providing the services. And somebody had brought up earlier that, um, A SMB customer will never be successful without a partner. And I, I totally agree with that, but it’s like that part is missing. [00:23:26] So we almost need like a mindset change. In the channel where the marketplace is just a route to market and how the customer receives the product. It shouldn’t totally matter because at the end of the day, the, they still have to provide the services. It’s like, I could go to Home Depot and purchase a bunch of pipe for my house, but can I install it a thousand percent? [00:23:49] No. I would destroy my house. I used to have to have a plumber. So I think there’s, we could help our channel by changing that mindset, and at the same time, we, we need the marketplace owners to, to provide the benefits so that it is still very attractive for those traditional. Partners to, to push their customers there or else I, I think we’re just gonna constantly have that strife. [00:24:11] Erin Figer: Yeah. Does anyone in the audience, has anyone in the audience activated REO with Microsoft? You have? Yeah. So how’s it, like, how’s it going? Yeah, there’s Bump. Yeah. [00:24:32] Audience Member: How that shifts making people more effective in their roles individually. So we’re early stage of it, but it’s, it’s been a good experience. [00:24:42] Erin Figer: Has it helped to kind of unlock some of that friction with the resellers and continuing to include them to get to the s and b customers? [00:24:49] Audience Member: Yeah, I think the, the challenge that we’re working through right now is, you know, Erica may have said it, but it’s. [00:24:56] It’s not just the, the view of the marketplace taking people out of the equation, it’s how do we use the marketplace for, for co-innovation to keep people in it. So if, if, if it’s gonna take three to five of, of us in this room to deliver that spectrum to innovation for the customer. Um, how do we use the marketplace as a force multiplier of bringing that together and making that transaction easy? [00:25:21] Yeah. If, if our consumers are more and more influenced by Instagram and TikTok Shop Now buttons, like my husband’s texting me about my stuff that showed up today, [00:25:31] Erika Irby: which is none of his business. [00:25:32] Audience Member: None of your business. That’s right. Just put it [00:25:36] Erika Irby: in my room. Thank you. [00:25:37] Audience Member: If people are, people as consumers in the, in the u, us consumer based economy is driving more and more people through like that social experience of purchasing, that is an area where I do think Microsoft could help us and we could help ourselves in marketing how that, how we leverage it to be a force multiplier versus another omnichannel. [00:25:58] Well, [00:25:58] Erin Figer: so on that note, how many of you have put a button on your website? Click to buy? Yeah, [00:26:02] Audience Member: that’s, that’s where I’m at with our marketing team. [00:26:04] Erin Figer: Right? [00:26:04] Audience Member: Yeah. That’s, I think, the next evolution for us in the, in the REO piece. [00:26:08] Erin Figer: Yeah. Yeah. [00:26:10] Audience Member: I, I don’t want it on our website. I want to, I want it on my Instagram, my LinkedIn, my TikTok reels. [00:26:15] That’s, we’re going to, sir, it’s coming next week at our sales kickoff. Yeah. [00:26:21] Erin Figer: Nice, nice. Anybody else? Uh, activated. REO [00:26:28] besides the, you know, RE speed wagon? Uh, it’s the Microsoft Reseller Enablement. Um, offering, so like you activate your resellers to just take your listing and be able to do a private offer so that you don’t have to do multi-party private offers anymore. Your resellers can just take the listing and sell it directly, and they don’t have to wait for you to send them the offer. [00:26:52] Then they have to go do, so it takes out some of the steps and that friction in the process streamlines it and it allows them to like. Add on and do their own pricing. And then the reseller, however you have your arrangement with that reseller, continues to pay you in the back end for, um, selling that through the marketplace. [00:27:11] Erika Irby: I think I’m going to have you come and do a webinar for our Veeam partners to, to help them with that, because to your point, I don’t, I don’t think it’s as prevalent yet. It’s, it hasn’t really caught on. [00:27:21] Erin Figer: Yeah. It’s been really an unlock of, I had a large, um, ISV that I helped. We implemented REO internally, so they have 34 marketplace offerings and they have this initiative. [00:27:36] They wanted to go global, sell local, and so they launched five more publishing accounts and they came to me and said, we need to replicate our catalog five times 34. And I was like, oh God, please, no. And luckily like two months later, Microsoft, like GAed, uh, REO, and I was like, here’s your answer. We’re not going to do that. [00:27:58] We’re going to enable each of your publishing accounts to be resellers of your quote unquote gold standard publishing account, and that we actually implemented REO as an internal mechanism for them to issue their own publishing accounts, to resell private offers in local currencies. Um, and that was really an operational unlock for them. [00:28:25] All right. Anybody you wanna ask a question to the audience? [00:28:29] Audience Member: Okay. I’ll just keep going. [00:28:32] Erin Figer: Um, all right. So what are some other, um, signals or ways that you guys are evolving the way you’re co-selling? Um, does anybody else have some experience shares that they want to, to share with the audience? We’ve got, we’re using data, uh, we’re using some ai, we’re helping us get to our audience faster. [00:28:51] I really loved work span, um, building in an AI tool inside your CRM system, um, so that you can get some of those signals. Any other signals that you guys are using, uh, to change the way you’re co-selling? [00:29:07] It’s quiet on [00:29:07] Reis Barrie: Maybe, maybe I’ll share one, but Yeah. Yeah. So, um, just when it comes to, like, for us, account alignment to me is like one of the most important things and consistently doing, uh, you know, account planning and account alignment against Microsoft their accounts. Um, now it’s a bit interesting ’cause you can include some s and b stuff in there. [00:29:27] Um, but also, uh, Jason you mentioned up there, the. Uh, marketplace rewards, having the propensity mapping. And so looking at not only from an account alignment, um, what Microsoft accounts are, we, um, you know, areas are we most penetrated in, but also of those accounts, which ones are already buying on marketplace. [00:29:47] Uh, maybe have a commitment to Microsoft in, in some way to help us just further, uh, further target and focus on, you know, if we have 500 opportunities that we’re trying to, um. I’m trying to work through, um, to Sanjay’s point, like what’s, what’s the 30% that I’m gonna get my batting average on? Um, and so that constant account alignment to us is like a, is a huge, huge signal, um, for us to focus on. [00:30:14] Um, and then you can even take it a layer deeper to identify, okay, well if I’m looking like, do I have density within Nina had the, the ou up here on the screen. So do I have densities with density within like specific. Uh, verticals or regions, um, or segments that I should maybe if I just focused on that one segment or one vertical, um, you know, then all of a sudden I, I’m super successful having an executive sponsorship in that, uh, in that ou, something like that. [00:30:44] Um, and, but that, that’s all starting with, um, the foundations of that being that consistent account alignment and leveraging some of the, some of the propensity stuff that Microsoft is, is providing. [00:30:56] Erin Figer: And then making sure you’re like bringing it back into your CRM and storing it so that you can continue to use that information ongoing. [00:31:03] And we’re trying to figure out how to embed more and more. [00:31:37] And are you integrating like. Microsoft and other partners into that data as well. It’s like, this is a great partner. Incorporate them at this point in the journey. Yeah, we um. [00:31:50] When [00:31:50] Audience Member: you’re in the process with, with Microsoft, we haven’t opened it up externally, so that’s our crawl, walk, run is we’re, we’re trying this out internally. Let’s see if we can work the bugs out, get the agents working, and then how do we now go to our MSP community and offer this up as an agent they can use within their sales team. [00:32:08] And on the end of. We’re still working in the middle, but front end profiling, it’s helping a ton, um, and giving us a lot of good intel that the sellers are driving through the agent on the back end. It’s, it’s giving us not, um, just propensity data, but what’s resonating. So if we launched 12 products this year and we trained sellers on. [00:32:28] What’s hitting, where’s my pipeline velocity coming from? Where’s my close rate coming from? So that every month when we have our sales town hall, it’s like, here’s the top three sales motions that are actually driving pipeline and fast to cash close rates. [00:32:42] Erin Figer: And I gotta imagine that helps you get to your differentiators. [00:32:45] Audience Member: Oh [00:32:45] Erin Figer: yeah. And refining your superpower story. [00:32:48] Audience Member: That’s right. That’s. Yeah, because it’s for, for our sales team. I mean, we were talking about it earlier, it’s all about simplification. There’s so many options, so much noise. It’s like, just go focus on these three things and this is where you’re gonna deliver impact and outcomes to your customer. [00:33:01] And if we’re doing that, we’re all winning. [00:33:03] Erika Irby: Yeah. I, I, um, just recently, this is why one of the coolest things that Veeam has done, we just launched this tool called, um, expansion iq, and it’s part of our command, the expand motion this year where we’re really. Upselling and cross-selling our, um, install base. [00:33:17] This tool takes all the partners individual propensity data, puts it against four solution plays that we think are the main plays, and then provides them, this is what you could be earning if you took this motion. And then from a marketing perspective, we provide them. And to do this, here’s your campaign. [00:33:37] Here’s your this, here’s your that. Step one, send this email. Like very, very, you know, just, uh, planned out. And I loved what Nina said earlier today when she shared that, um, org chart. Essentially with all the different, um, industry focuses we are driving. One of our go to market actions is a Microsoft healthcare campaign. [00:33:56] That is like very, very specific, but it’s helping our partners in that manner. Could they go to their own database and pull their own and do all this stuff? Of course. But for our sellers to go blink and then give them a report and be like, here it is. It makes it so much more relevant. And then the steps just, they just hand that to their marketing org and then they’re just off and running. [00:34:18] Going back into your team to say, Hey, we rolled out these 12 things, only three landing. You gotta go back to the drawing on the other side. Or We need more money for these three. Yeah, but let’s figure what’s not with customer [00:34:38] to record the. [00:34:47] Audience Member: A better, faster, uh, listening post for, uh, can I talk really loud? Um, it’s, it’s, it’s helped turning on a listening post for our engineering, our marketing, our service delivery organization that would’ve taken months or quarters to get spun up in an executive board meeting or something. Right now they get it real time every week. [00:35:09] Okay. [00:35:09] Erin Figer: So what I’m hearing, like the theme here is to really like. Understand your sales process. Also, your co-sell sales process that runs in parallel with that. And how do you continue to serve up the right data at the right time to help your people take the right next action to continue to drive those outcomes that you’re looking for, but then also using data to circle it back, to say what’s working, what’s not working, to continue to refine that whole motion. [00:35:43] Um, so if you’re not doing that, I think that’s a big aha moment and takeaway, uh, from today’s session or from here today is like, okay, am I really identifying all the opportunities in my process to involve data to help my people continue to drive outcomes? [00:36:04] Audience Member: You [00:36:04] Erin Figer: have a, [00:36:05] Audience Member: you have your head in up back there, Gary. [00:36:06] Yeah. I, I couldn’t tell if, uh, you were prompting me when you asked that question and I, I didn’t want to, you know, do a shameless plug for cloud, but I think everybody [00:36:15] Erin Figer: should shamelessly plug, plug away. [00:36:16] Audience Member: Yeah. Yeah. Well, you know, you brought up a mitt and, uh, the co-sell thing, but it, it does relate to what Reese had said about, um, you know, the being at the farmer’s market and. [00:36:26] Not sure what, you know, can I use a credit card or not? And I think that, um, or [00:36:30] Erin Figer: can I use Apple Pay? I still ask. I’m like, do you, do you accept Apple Pay? [00:36:32] Audience Member: Oh, yeah. Yeah. So it’s like, I think, uh, a lot of times you don’t understand the seller in that situation is not sure how to handle that conversation. So, and there’s not a lot of information about their, about that. [00:36:44] Like how to, when it comes to a seller talking about marketplace and asking about the commit. Because the commit obviously is one of the main drivers, right? 900 billion out there. And committed spend across all the hyperscalers. So how to actually bring that up with a customer and what if they don’t know, right? [00:37:05] So there’s a whole process that, you know, they, they need to be taught this. But the first thing that’s also come up multiple times is activating them also means how to engage them. So an approach there of how to engage your salespeople is critical because if salespeople aren’t in it, they’re nothing’s happening. [00:37:23] You’re not gonna do well with marketplace. And on the co-sell part, it’s kinda the same thing. The typical thing, and I remember talking to Aldo Desal about this at another Ultimate Partner event, but uh, you bring your salespeople into a call, like you set up a call with, with Microsoft and the seller comes in unprepared. [00:37:42] Typically they’re not sure what to say and it’s a little bit intimidating. How, how, how do I, you know, what do you do in this situation? Like, so you start talking about product ’cause that’s what you know, and it’s the last thing you want to do. You, you want to understand what they care about, like em stage and, and, uh, what’s your consumption story and what kind of MRR impact you’re gonna have. [00:38:03] So it’s, these things are just unusual topics for the salespeople to be prepared, uh, to talk about. But it’s critical if your salespeople are gonna be enabled that they can do that. So I think from a co-selling standpoint, that’s just what I want to mention. And by the way, we offered a tool that does that. [00:38:20] Erin Figer: Nice. Awesome. Thank you. Uh, I mean, I don’t know about you. Reese Cloud Atlas. Every time we helped an ISV with their cosell motion, we would say, okay, we’re ready to go share cos sells and drive introductions. Have you done your sales enablement? Oh, yeah, yeah, yeah. We’ve enabled the sellers we have, and then we launch like the first batch of cos sells and then they immediately come back. [00:38:43] Stop, stop, stop. Don’t share any more deals, like we’re causing too much confusion. Uh, we didn’t do our sales enablement. Wow. Grace, [00:38:52] Reis Barrie: I mean, sound [00:38:53] Erin Figer: familiar? [00:38:53] Reis Barrie: It sounds very familiar. It sounds too familiar. Uh, P-T-S-D-A little bit there, but the, uh, sorry, [00:38:58] Erika Irby: but that’s why you guys have jobs. [00:39:00] Reis Barrie: Yes. Go on. It’s, it’s, um, but this, you know, I, I always come back to the, the concept of like, if we showed up to a Microsoft co-sell call the way we do to a customer call, like, oh. [00:39:14] Erin Figer: It, [00:39:14] Reis Barrie: it would, it would be night and day difference of the value you’d get outta your Microsoft partnership and co-sell. That’s all. It’s [00:39:20] Erin Figer: Well, [00:39:20] Reis Barrie: but I think people [00:39:21] Erin Figer: forget Microsoft is your customer too. [00:39:23] Reis Barrie: Yeah. [00:39:23] Erin Figer: They’re your partner, but you have to sell to before you can sell with and through. So you first gotta like master the sell to. [00:39:30] Reis Barrie: Yeah, a hundred percent. So there, there’s there like, and then to your point, [00:39:34] Erin Figer: it’s still true. 10 years later, people, it’s still true. Back to the fundamentals, right? [00:39:39] Reis Barrie: Yeah. It’s, [00:39:40] Erin Figer: yes. Go for it. [00:39:44] Audience Member: The, um, Microsoft being customer, right? So, and I love what you said about sem uh, alignment. So we actually made it a point, um, in our co-sell process, we have a validation checkpoint with Microsoft. If we build a co-sell packages, um, we are an si We’re not primarily ISV, but I think that’s shifting as well gradually. [00:40:10] And ESI kind of becoming a little bit of ISV. Um, so why it’s important, I think like Ree said, like you come up, you show up to co-sell call and you just pitch your services or say, well, let’s do account planning with this and that. Right? But what if it doesn’t work in the field? So that validation became critical for us, and I can tell you that now we have success stories that are actually proven based on that multifaceted feedback, uh, as to it’s one thing to build it. [00:40:46] Yeah. But is it useful for seller, for Microsoft sellers actually in the field? Can they actually position it and help clients to be more successful? Because that’s the ultimate goal. So that validation became, uh, an important checkpoint for us, uh, to make those packages repeatable and successful for customers at the end of the day. [00:41:06] So when we talk about signals, you absolutely right. It’s not just customer signals like we use ZoomInfo, we use all this data points, et cetera, but it’s also signals from the field because while Microsoft is a huge organization, they’re also very dynamic. On very regular basis, a lot of things changed. So taking those signals into account, uh, has created that, what we call like, more of a holistic approach for us, uh, to make it more meaningful. [00:41:33] So [00:41:34] Erin Figer: I like it. And you made it sticky by making it like a required point in the sales process? Absolutely. That everyone stops. Take a moment. [00:41:41] Audience Member: Yeah. [00:41:41] Erin Figer: And make sure that we’re all on the same page. [00:41:43] Audience Member: Yeah. And I think for us as si it’s even more critical. Like I, I, I think there is a lot more to happen in marketplace as, as, as much as we talk about it, but being in si I, we still kind of figure it out, like how Mark marketplace actually becomes a place of transaction for a size. [00:42:01] Yeah. So that’s why, you know, we’re passionate about packages and it’s not just a matter of publishing it and say, oh, it’s co-sell ready? Then what? Yeah. Right. So yeah, so, so that’s why that, that checkpoint is very important for us. So [00:42:16] Erin Figer: definitely, definitely. I think you ladies over here in the corner had some, some hands up, Michelle and, and the other Michelle, Michelle Squared. [00:42:26] Audience Member: Thank you. Michelle Squared. I like it. Um, so. I’ve been a little quiet because I wanna just give my background. So I’m a global VP of channels and alliances and, um, I think it’s a bit of this, uh, the movement, right? So I love your farmer’s market analogy so much. I’m gonna steal that. Thank you. But the reason is because you don’t know unless you’re gonna meet your partners where you are or meet your customers where they are in that journey. [00:42:53] So the first time that they’re selling whatever their goods or wares are, and somebody says, do you take Apple Pay? That’s a clue. And then when you hear it over and over again, you realize there’s a correlation that there’s a need in the market. So in In my life, all roads read to Romes, right? Reseller and VARs, OEM, alliances, MSPs, MSPs, ISVs System integrators. [00:43:17] And as a partner leader, you wouldn’t necessarily think marketplace is first because you feel like you’re going around your partners. But am I meeting my partners where they are in their journey and choosing to procure the way they want to procure? And I think that’s the notion that I have a lot of learning from this team and everyone in this room to understand how do we in a company. [00:43:38] Prescribe the right solution to, to meet our partners in that journey. And I’ll use, kind of circling back to the MSP space, PAX eight, one of Microsoft’s largest partners created a marketplace dedicated to MSPs. And while I was the global Channel chief of SonicWall, a lot of partners said to me, I like you. [00:43:56] I like your products, I like your firewall, but unless you’re on the park, PAX eight Marketplace, I’m not gonna buy from you because they make my life frictionless. And easier to do business with. And I think that’s the motion that every vendor in this room needs to understand is, are we truly meeting our partners where they are? [00:44:14] PS I work for Carrero DDoS Solutions and come to talk to me about that. Thank you. [00:44:18] Erika Irby: Well, and a Guo owes you some money for that commercial right there. [00:44:30] Audience Member: From, we’re actually community first. Um, as an MSP, even though we’re national, like we really focus in on community local touch. Um. Like you said, um, um, Southern seldom me in a southern way. Like that’s what we focus on. I’m your [00:44:45] Erin Figer: huckleberry. [00:44:46] Audience Member: I love that. Exactly. Um, and we’re seeing a ton of success with actual in-person events now. [00:44:53] Like the majority of our business is come in, leads are coming from that right now. And even though, like I, I truly believe in digital first motions, we need to be on Instagram and have that self-serve motion as the next generation comes up in our. Buying and transitioning to their kids or whatever that looks like. [00:45:14] Like we have to remember that there’s also a trend of tactile in person people first coming with it. And so like we, I, I feel like there, there has to be that motion engaged and I would love to hear your thoughts around how are vendors thinking about engaging in that community driven approach, not just the platform itself. [00:45:37] Erika Irby: Yeah, I, I personally also, this is hilarious ’cause we’re like best friends, so we can talk about this later, but, um, from a Veeam perspective, Michelle, um, we are seeing a resurgence in like these thought leadership type of events. And I think there’s, this is, this is sort of related, but just to, this is kind of how I think about this. [00:45:57] Um, Barnes and Noble’s business has like gone through the roof lately, and they are, they’re actually like opening more stores, which is bananas because at one point they were like going outta business because nobody wanted to go and like, touch a book or talk to somebody. But that is changing, thank God. [00:46:11] Right? That is like changing and people are actually like becoming more social because they’re missing this. Um, my kids’ generation refers to places like Barnes and Nobles as the third place. Like this magical place that exists where you can talk to a real human that’s not on your phone. Like it’s, it’s amazing. [00:46:28] But anyways, we’re, I think we’re starting to see this in marketing. We used to like pump everything out digitally, but after a while people get that form and they’re like, I am not putting my dang information in this form. And then your ability to capture that lead completely dissipates. All it is, is, is now an impression, which is. [00:46:47] Fairly worthless. You can have millions of them and nothing happens. So we are definitely investing more into, um, uh, live events, but also with the live streaming because then people can, they’re still watching it live. They still have to register for it. They knew they couldn’t make it. So I think that there’s definitely that digital aspect that’s super helpful. [00:47:05] But a purely digital, you will never make that connection. [00:47:10] Erin Figer: Yeah, I mean, I think. Unfortunately, COVID made us, you know, all do things digitally. But now that we’re past that, getting back to that multifaceted approach, I think if we think about what’s going on in the B2C world, lots of communities within communities, there’s whole company’s getting created, like women are bringing women together to do craft circles. [00:47:37] And literally. Okay. But like I did that digitally. That was pretty awesome. I was like three years. That shameless plug. No, I, no. But like then now there’s like companies that are actually like renting space, bringing people together, like crafting and while they’re doing the activity, um, if anyone’s ever done therapy, a therapist will say. [00:48:01] You know, if you wanna get your kids talking, get them coloring, like distract them and they will start to open up. And so you distract people with an activity and they start to open up. And what they really are, thrive, like what they really need is in this digital world where we’re getting so much information, we still need. [00:48:22] The next layer of filter to help us vet out and validate and confirm like our thinking or like our suspicions on things like, am I in the right going down the right path? Is this the right direction? So there’s still a human element that needs to be involved in that buyer journey, and you’re seeing that with these little micro communities inside communities. [00:48:45] Um, and so I’ve. I mean, I love micro communities inside of bigger communities. I’ve started two of them, three of them. So I, it definitely, like, we need still that in person, uh, interaction and I love seeing it coming back in our space. [00:49:04] Erika Irby: I, I was just thinking about ear, the, the previous panel and the, the topic came up about who can assist partners as they transition from that direct to CSP motion. [00:49:15] And I mean, yes, it, I think Microsoft plays a role there, but I think it would behoove Microsoft to invest in these communities and they would enable that change. Yeah, [00:49:26] Erin Figer: yeah, yeah. There is a person inside of Microsoft who has that remit, but she’s like one person, one person trying to do that. I was like, wow. [00:49:36] Okay. Grace, what are you seeing amongst your partners and also your perspective with working with Microsoft? [00:49:42] Reis Barrie: Yeah, yeah. Um. There’s a really good, uh, the frontier study, the work like door work study that they did, um, which talks really heavily about just like in this, you know, post 20, you know, 2020 culture, how like the amount of busyness has just increased in an insane amount and how a, a really strong use case for AI is to buybacks from that time essentially, um, for us to, you know, return back to a, a normal state and I think social creatures, right? [00:50:10] And so, um, in this. I run a fully remote company, which is like a blessing and also like really interesting to try to create a really strong culture within people that are, you know, 13 times zones apart times. Um, and so it’s uh, it’s a really interesting thing and coming together and, um, into an in-person space or a place here or a place where you can actually talk to your customers, talk to, um. [00:50:39] Step away from that, like that busy day to day where like, I, I can’t even fit a 15 minute break in to grab lunch. You know, days like how much, supposed to find 15 minutes to just have a, a casual conversation and these types of events, which I’m sure Vince is cheering back there that we’re talking about this right now. [00:50:57] But the, uh, but these type of events, they let you decompress from that day and they let you kind of just have these really important conversations that, you know, bring us back to just being humans To me. [00:51:10] Erin Figer: And being human and co-selling with each other. And on that note, we’re 44 seconds over. Yeah, we’ll give it back to Vince, [00:51:18] Reis Barrie: but we were plugging Vince’s events, so I think we’re okay. [00:51:21] Vince Menzione: We One more question. We have one more question from, sorry. Oh yeah. [00:51:23] Reis Barrie: It’s [00:51:23] Audience Member: maybe more a, a shared just as we’re talking [00:51:25] Vince Menzione: by the clip, right. [00:51:27] Audience Member: And to compliment everything that you guys have been talking about around co-sell and. Getting ready in line with Microsoft to speak to the customer and speaking. So the signals that we’re going after are on the actual conversations that are happening in the conversation. [00:51:41] So aside from all the planning, which I agree on, we’re building agents to hear what’s going on on the calls with Microsoft, on the calls with customer, and grab those actual signals. Are we answering the questions in the right way? What types of questions are coming back to us that we weren’t able to answer. [00:51:58] Maybe we forgot some information that we planned on and thought about can we signal and provide that feedback to the user, the seller, or whatnot on the call. And so as we’re doing this, ’cause we’re in the communication space, so we have some self-interest here ’cause that’s sort of the future of our business. [00:52:12] But it’s a really interesting opportunity for us to grab these signals to improve how we’re selling with our customers, how our partners are selling with our customers, with Microsoft. It’s just an interesting way with everything that’s going on full circle, we’re trying to complete that sort of sales journey with AI and, and grab those signals and keep getting better all the time. [00:52:32] Erin Figer: Yeah, I love that. And I think it’s like the ongoing balance of people, process and technology and how do you continue to keep the human in the loop? It, as we continue to introduce and evolve AI and use of data in our companies is like continuing to be mindful about the human in the loop. Um, part of that journey. [00:52:54] So thank you all. [00:52:55] Vince Menzione: Very cool. Great conversation. [00:52:56] Erin Figer: Thanks for all the audience engagement. We appreciate it. [00:52:59] Vince Menzione: Co-selling the house, co-selling the house. [00:53:02] Audience Member: Thank you, Vince. [00:53:02] Vince Menzione: Thank you. And I remember that January, 2016. Yes.

What Happens When You Sell Memberships Before You Have a Lease with Heather Dana

Yoga Boss

Play Episode Listen Later Apr 21, 2026 39:55 Transcription Available

Send Jackie A Message!Heather spent 15 years in a public school classroom before walking away to open Lila Within Hot Yoga in Cortlandt Manor, New York. She sold founding memberships before she signed her lease, ran meta ads on $5 a day, and opened with 60 members and enough monthly recurring revenue to cover rent, her loan, and coaching. By month three, she was at $13,100. This isn't a "she got lucky" story—it's a strategy story.TIMESTAMPS [00:11] Welcome & intro[02:45] Heather's yoga journey[06:30] Why marketing to every type of student matters[08:00] Moment Heather decided to leave teaching[12:18] Finding her studio space[16:00] Selling founding memberships before signing the lease[18:30] Running meta ads[21:04] Founding membership pricing and urgency strategy[29:00] Building an automated intro offer email funnel[33:43] Why she re-enrolled in the Grow Mastermind[36:38] Revenue milestoneKEY TAKEAWAYS✓ You don't need a signed lease to sell. Heather sold 13 founding memberships before signing—and opened with 60.✓ $5/day meta ads work. She spent ~$300 and brought in 151 new accounts in March alone.✓ Tier your founding pricing to build urgency. Heather went $99 → $109 → $129, locked for life.✓ Warm people up before asking them to buy. Her 2-week email funnel moved leads from logistics to membership offer.✓ Stay focused on memberships—even when it feels boring. That discipline is what builds real MRR.✓ Coaching changes the math on scary decisions. Heather can't imagine opening without the Mastermind.PULL QUOTES"I opened with enough MRR to pay for my rent, my loan repayment, and my coaching.""I was pushed to not operate from fear—to operate from: what is going to solve the problem of not having money?""I wasn't expecting to be able to work hard and not feel so depleted.""151 new accounts in March. At $35 a pop—that's thousands of dollars right there."FAQCan I sell studio memberships before I open? Yes. Heather sold 13 before signing her lease. Worst case: you refund the money. Best case: you cover overhead before day one.How much should I spend on meta ads? Start at $5/day. A simple graphic and landing page is enough. Heather generated 151 new accounts in one month on ~$300 total.How do I convert intro offer buyers into members? Build a warm-up email sequence—start with logistics and storytelling, then move to the membership ask over 10-12 emails.Is studio business coaching worth it when money is tight? Heather's answer: she can't imagine opening without it. The strategy and community changed every decision she made.How do I negotiate a good lease for my yoga studio? Talk to other business owners in the area to get a sense of the landlord and market before committing. Bring a real estate agent and a lawyer to negotiations, and don't be afraid to ask for things—free months of rent, HVAC upgrades, tenant improvements.What's the biggest mistake new studio owners make before opening? Waiting too long to sell. The fear of selling before you're "ready"—before the lease is signed, before the walls are painted, before everything is perfect. Heather wanted to throw up when Jackie told her to sell memberships before signing her lease. She did it anywWork with Jackie MurphySay Hi on Instagram @studioceoofficial3 Marketing Mistakes Yoga & Pilates Business Owners Make: https://www.jackiegmurphy.com/3-marketing-mistakesJoin The Studio CEO Program: https://www.jackiegmurphy.com/studioceo

new york talk running building coaching selling tier warm mastermind founding leases hvac memberships mrr

nFactorial Intelligence #3 - Пока все скупали акции ИИ-компаний, он сделал ставку на электричество - nFactorial Intelligence #3

intelligence openai anthropic mrr sequoia capital

Play Episode Listen Later Apr 21, 2026 47:16

nFactorial Intelligence - еженедельные новости из мира стартапов и ИИ. В этом эпизоде нашего подкаста мы представляем свежий выпуск рубрики nFactorial Intelligence. Арман делится мыслями о том, почему сейчас открылось уникальное окно возможностей для молодых фаундеров, и подробно разбирает главные технологические сдвиги. Внутри выпуска - жесткие уроки менеджмента от Джека Дорси, выводы об упущенных инвестициях Дженсена Хуанга, и разбор того, почему инженеры в Anthropic больше не пишут код своими руками, а управляют целым штатом ИИ-агентов. Мы также поговорим о невероятном кейсе Леопольда Ашенбреннера - экс-сотрудника OpenAI, который без опыта в финансах превратил капитал своего хедж-фонда из $225 млн в $5,5 млрд, сделав гениальную ставку на энергетику для ИИ-кластеров. Кроме того, обсудим феномен «ракет с тепловым наведением на боль» в корпоративной среде, выясним, почему создатели Devin и Scale AI знают друг друга со школы, и поздравим звезд шахмат Бибисару Асаубаеву (Казахстан) и Жавохира Синдарова (Узбекистан) с крутыми результатами на турнире претендентов. Этот выпуск будет особенно полезен предпринимателям, разработчикам и всем, кто хочет понять, как vibe-coding и новые бизнес-модели Sequoia Capital меняют правила игры прямо сейчас. Рекомендации от nFactorial School: nFactorial Incubator 2026: построй свой ИИ-стартап с $1000 MRR за 8 недель - https://2026.nfactorial.school/

nFactorial Weekly #2 - Как внедрить ИИ в свою компанию, если коллеги сопротивляются?

Play Episode Listen Later Apr 10, 2026 58:52

В этом эпизоде nFactorial Podcast мы продолжаем нашу новую рубрику! Вас ждет свежий еженедельный дайджест самых интересных новостей, статей и инсайтов из мира стартапов и Искусственного интеллекта. Арман делится проверенной подборкой рабочих ИИ-инструментов и обсуждает главные технологические тренды последних дней. Внутри - разбор феномена первой миллиардной компании с одним сотрудником, практические советы по внедрению ИИ в команду (даже если коллеги сопротивляются), и рассуждения о том, почему AGI уже наступил, но распределен неравномерно. Мы также поговорим о секретах автоматизации крутого онбординга, выясним, почему OpenAI платит $100 млн за нишевые подкасты, и узнаем, какой навык Андрей Карпаты считает самым важным в XXI веке. Выпуск будет полезен предпринимателям, разработчикам, продакт-менеджерам и всем, кто хочет кратно повысить свою продуктивность с помощью ИИ-агентов и vibe-кодинга. Если вы интересуетесь будущим технологий, эффективным построением команд и ищете рабочие стратегии для роста вашего бизнеса - обязательно к прослушиванию. Рекомендации от nFactorial School: nFactorial Incubator 2026: построй свой ИИ-стартап с $1000 MRR за 8 недель - https://2026.nfactorial.school/

openai xxi agi mrr

439: The Increasing Risk of Building in Public

The Bootstrapped Founder

Play Episode Listen Later Apr 3, 2026 15:43 Transcription Available

Building in public helped me sell FeedbackPanda. That same radical transparency could now destroy a business overnight. With agentic coding tools, anyone can turn your publicly shared architecture, revenue numbers, and feature details into a working competitor in days—no coding skills required. The old safety threshold of $20-30K MRR has collapsed to zero. But that doesn't mean you stop sharing entirely. In this episode, I break down what I still talk about openly, what I'll never reveal again, and the one filter every founder should run before posting anything about their business: is it interesting to follow, or easy to clone?This episode of The Bootstraped Founder is sponsored by Podscan.fmThe blog post: https://thebootstrappedfounder.com/the-increasing-risk-of-building-in-public/ The podcast episode: https://tbf.fm/episodes/439-the-increasing-risk-of-building-in-public Check out Podscan, the Podcast database that transcribes every podcast episode out there minutes after it gets released: https://podscan.fmSend me a voicemail on Podline: https://podline.fm/arvidYou'll find my weekly article on my blog: https://thebootstrappedfounder.comPodcast: https://thebootstrappedfounder.com/podcastNewsletter: https://thebootstrappedfounder.com/newsletterMy book Zero to Sold: https://zerotosold.com/My book The Embedded Entrepreneur: https://embeddedentrepreneur.com/My course Find Your Following: https://findyourfollowing.comHere are a few tools I use. Using my affiliate links will support my work at no additional cost to you.- Notion (which I use to organize, write, coordinate, and archive my podcast + newsletter): https://affiliate.notion.so/465mv1536drx- Riverside.fm (that's what I recorded this episode with): https://riverside.fm/?via=arvid- TweetHunter (for speedy scheduling and writing Tweets): http://tweethunter.io/?via=arvid- HypeFury (for massive Twitter analytics and scheduling): https://hypefury.com/?via=arvid60- AudioPen (for taking voice notes and getting amazing summaries): https://audiopen.ai/?aff=PXErZ- Descript (for word-based video editing, subtitles, and clips): https://www.descript.com/?lmref=3cf39Q- ConvertKit (for email lists, newsletters, even finding sponsors): https://convertkit.com?lmref=bN9CZw

building risk increasing transparency sold tweets riverside notion bootstrapping copycats mrr revenue sharing building in public arvid kahl hypefury embedded entrepreneur information strategy feedbackpanda tweethunter

nFactorial Weekly - 25 мыслей на основе последних новостей из мира стартапов и ИИ

Play Episode Listen Later Apr 3, 2026 45:57

В этом эпизоде nFactorial Podcast мы тестируем свежий формат! Вместо привычных интервью вас ждет концентрированный еженедельный дайджест самых интересных статей, эссе, книг, выступлений и инсайтов. Арман поделится 25 мыслями на основе последних новостей из мира стартапов и ИИ. Внутри - обсуждение гениальной стратегии Apple в гонке нейросетей, секреты найма топовых CEO Кремниевой долины, инструменты для vibe-кодинга и нестандартные подходы к проверке стартап-идей. Мы также поговорим о том, почему хаос и неэффективность иногда жизненно необходимы для гениальных открытий, и заглянем в секретные переписки гигантов индустрии. Выпуск будет полезен разработчикам, начинающим фаундерам, студентам IT-направлений и всем, кто хочет оставаться на острие технологических и бизнес-трендов. Если вы интересуетесь искусственным интеллектом, стартап-культурой и ищете вдохновение для создания успешных продуктов - обязательно к просмотру. Подписаться на нашу рассылку nFactorial Weekly - https://nfactorial-school.kit.com/ nFactorial School - ваш карьерный лифт к самым востребованным навыкам и профессиям в области ИИ и ИТ - https://courses.nfactorial.school/ Построй свой ИИ-стартап с $1000 MRR за 8 недель - https://2026.nfactorial.school/ Invite-only сообщество предпринимателей, фаундеров, инвесторов, топ-менеджеров и экспертов. Не принимайте дорогостоящих решений в одиночку - https://hi.nfactorial.club/

ceo apple invite mrr

Why Feeding Raw Data to AI Is Killing Your FP&A Accuracy

Gym Marketing Made Simple

Play Episode Listen Later Mar 31, 2026 5:38

Are you feeding raw financial data straight into AI and wondering why the results are inconsistent — or worse, just wrong? AI is only as good as the data architecture underneath it. For SaaS CFOs and operators running monthly FP&A cycles, that means the order of operations matters enormously. Skip the deterministic compute layer, and your AI narrates garbage. Get the structure right, and suddenly AI can do what no human ever could — synthesize five years of retention schedules and SaaS metrics in seconds. In episode #360, I'll cover: Why separating the 'thinking layer' (math) from the 'talking layer' (AI analysis) is the foundational principle for reliable SaaS financial AI — and what breaks when you skip it The pre-compute-everything rule: why you should never ask AI to calculate cohort retention, ARR, or MRR — and what you should ask it to do instead Why context beats prompts: how structured data inputs dramatically outperform one-off prompt experiments in repeatable FP&A workflows How constraints on what AI can and can't touch produce better output than better prompting — and why your context window size is quietly sabotaging your analysis The right mental model for AI in SaaS finance: a super-smart narrator that reads 1,000 computed data points — not an engine that replaces your metrics framework If you're building or buying any AI layer on top of your SaaS financials, listen to this before you ship anything — these five lessons will save you weeks of bad output. Resources Mentioned SoftwareMetrics.ai — Ben's five-pillar SaaS metrics platform

ai killing skip feeding saas accuracy arr fp mrr raw data

Gym Lead Follow Up System That Increases Conversions | Episode 124.

Play Episode Listen Later Mar 30, 2026 15:25

Most gyms don't have a lead problem; they have a follow-up problem. The winners aren't the ones with the best ads; they're the ones who refuse to give up on a lead after day seven.Episode Highlights In today's episode, Sherman breaks down a simple but aggressive follow-up system that turns “unresponsive” leads into paying members. He explains why old-school lead behavior is gone, what DND really means, how to use phone, email, and automation together, and why a proper CRM is now non‑negotiable for boutique gyms that want reliable growth.Episode Outline Why leads felt easier to close in 2009–2010 vs. today How tech, ads, and more options changed buyer behavior What DND actually signals (and why you shouldn't quit) Multi-channel follow-up: text, phone, and email working together The ideal follow-up cadence: first 15 minutes, 24/48/72 hours, up to ~10 calls Moving cold leads into long‑term nurture and following up “forever” Case study: $30k MRR launch from ~$30k in ad spend Why every gym must use a CRM (not Google Sheets) Building pipelines for cancellations, no‑shows, and unclosed leads Speaking differently to each lead type based on their journey Story: a prospect who came back 18 months later and finally joined The difference between being persistent vs. being pushy How to balance automation with manual touch points Lead volume math: 300 leads, 10–20% conversion, and realistic growth Episode Chapters00:00 Intro & episode setup00:29 Why follow-up is harder today02:10 Handling DND and multichannel outreach03:40 Phone call follow-up cadence05:20 Paid ads & $30k MRR grand opening case study07:10 CRM systems and lead pipelines09:00 Persistence vs pushiness in follow-up10:09 Nurturing cold paid leads long term12:20 Automation vs manual touchpoints13:50 Lead conversion math & closing thoughtsAction Taken Build and use a real CRM with clear pipelines for: Cancellations No‑shows Leads who visited but did not close Implement a follow-up cadence: First phone call within 15 minutes Then at 24, 48, and 72 hours Continue up to ~10–11 calls Shift to weekly, then monthly long‑term nurture Keep email and call follow-up active even if SMS is marked DND Set up automation for value‑add emails and long‑term nurture Assign a dedicated person or team to own lead follow-up daily Conclusion This episode shows that consistent, structured follow-up is the real differentiator in today's crowded fitness market. With the right cadence, a solid CRM, and a mindset of persistence without pushiness, cold or “unresponsive” leads can become steady membership growth instead of wasted ad spend.CTA Book a call with the Lasso Marketing team to install a proven follow-up and CRM system for your gym so you can convert more of the leads you're already paying for.

system phone paid dungeons and dragons automation persistence crm nurturing sms sherman increases conversions cta google sheets mrr lead follow up

#851 $1,000,000+ Recurring Revenue — No Employees!

The Tropical MBA Podcast - Entrepreneurship, Travel, and Lifestyle

Play Episode Listen Later Mar 26, 2026 50:40

Most founders assume scaling means hiring. Jesse Hanley built a 7-figure SaaS and refused to. From Japan, Jesse runs Bento — a profitable email marketing platform — almost entirely on his own. In this episode, he explains why he turned down a ~$10M acquisition offer and the frameworks that make a one-person company possible today. Topics include: ● The “Main Quest vs Side Quest” framework for staying focused in an AI-everything world ● Why Jesse refuses to hire full-time employees (and his “cockroach business” philosophy) ● Turning down a ~$10M acquisition offer to protect his lifestyle ● How AI agents now handle support, bugs, and development tasks ● Building a new product in 5 days with AI that now generates ~$10K MRR ● The Max MRR framework that explains why SaaS companies plateau ● The revenue milestone that finally made him feel financially secure Tropical MBA is a podcast for entrepreneurs building location-independent businesses. Subscribe for weekly episodes on business, money, and the entrepreneurial lifestyle. Hang out exclusively with 7+ figure founders in DC BLACK Our sponsor, Bento - Email marketing for bootstrapped founders CHAPTERS (00:00:00) Solo Founder Lifestyle & Intro (00:03:16) Meet Jesse & Bento + Why Build Email SaaS (00:04:53) AI Models, Tooling & Product Direction (00:07:32) Work Grind, Family & Financial Goals (00:11:12) No Hiring, Contractors & AI Leverage (00:17:48) Main Quest vs Side Quest (Core Strategy) (00:22:13) Getting Customers, Self-Serve & Churn Limits (00:26:44) MRR, Pricing & Positioning (00:34:45) AI Workflows, Agentic Tools & Discipline (00:40:24) Revenue Goals, Daily Routine & 4-Hour Vision CONNECT: Dan@tropicalmba.com Ian@tropicalmba.com Past guests on TMBA include Cal Newport, David Heinemeier Hannson, Seth Godin, Ricardo Semler, Noah Kagan, Rob Walling, Jay Clouse, Einar Vollset, Sam Dogan, Gino Wickam, James Clear, Jodie Cook, Mark Webster, Steph Smith, Taylor Pearson, Justin Tan, Matt Gartland, Ayman Al-Abdullah, Lucy Bella. PLAYLIST: The $10K Projects You Never Do (AI Just Changed That) How to Build a 6-Figure Digital Business with Claude Code 4 Ways to Start a Business From Scratch in 2026

I let OpenClaw run my organic marketing (while I sleep)

Play Episode Listen Later Mar 9, 2026 43:19

I sit down with Oliver Henry, a full-time employee who is generating hundreds of dollars in monthly recurring revenue from mobile apps he barely touches, thanks to an AI marketing agent he built on OpenClaw called Larry. We walk through how Larry autonomously creates TikTok slideshow content, reads analytics, iterates on hooks and CTAs, and feeds performance data back into the content loop. Oliver also shares how he packaged the entire system as a free, downloadable skill on Larry Brain so anyone can replicate it. By the end of the episode, you will understand the full “Larry Loop”—from content creation to conversion optimization and why skills are poised to reshape how we think about SaaS altogether. I'm hosting a free workshop so you can build your business in the age of AI. Sign up here: https://startup-ideas-pod.link/build-with-ai-2026 Links Mentioned: Larry Brain: https://startup-ideas-pod.link/Larry-brain QMD Skill: https://startup-ideas-pod.link/qmd-skill Timestamps 00:00 – Intro 01:25 – Background on Marketing IOS app with OpenClaw 06:43 – Larry's first posts and iterating 03:55 – Posting Strategy and First viral hit: 137K views 12:01 – Communicating with Larry via WhatsApp 12:53 – Mission control vs. single-agent workflow 14:36 – The CTA problem: views without conversions 17:07 – The Larry Loop explained: analytics → content → metrics → iterate 18:15 – Boomers, engagement bait, and the algorithm boost 20:33 – The importance of iteration 23:36 – How Larry brainstorms and validates new hooks 27:57 – The power of OpenClaw 30:04 – The vision for Larry 31:49 – Model choices: Claude vs. OpenAI and over-optimization 34:38 – OpenClaw vs. cloud alternatives (Manus, Cowork) 37:39 – Getting started: Larry Brain onboarding and 80+ skills 40:13 – Ernesto Lopez: $70K MRR using the Larry Loop 41:27 – Doing all of this with a full-time job 42:28 – QMD Skill for cutting token usage and closing thoughts Key Points An AI agent (Larry) built on OpenClaw autonomously creates TikTok slideshows, reads analytics, and iterates on content—driving hundreds of dollars in MRR with almost zero manual effort. The “Larry Loop” is a full-funnel feedback cycle: TikTok analytics feed into content creation, and app metrics feed back into the top of the funnel so the agent continuously improves. Posting TikTok content as a draft (rather than directly via API) lets you add trending sounds and avoids the algorithm penalty for bot-posted content. Hooks drive views; CTAs drive conversions. Diagnosing which is underperforming is the key to scaling. OpenClaw skills are locally owned, fully editable, and free from hosting or subscription costs—Oliver argues they will change how we think about SaaS. Picking a model (Claude or OpenAI) matters far less than learning how to work with it; 98% of users will see little difference between incremental model upgrades. The #1 tool to find startup ideas/trends - https://www.ideabrowser.com LCA helps Fortune 500s and fast-growing startups build their future - from Warner Music to Fortnite to Dropbox. We turn 'what if' into reality with AI, apps, and next-gen products https://latecheckout.agency/ The Vibe Marketer - Resources for people into vibe marketing/marketing with AI: https://www.thevibemarketer.com/ FIND ME ON SOCIAL X/Twitter: https://twitter.com/gregisenberg Instagram: https://instagram.com/gregisenberg/ LinkedIn: https://www.linkedin.com/in/gisenberg/ FIND OLIVER ON SOCIAL X: https://x.com/oliverhenry Larry Brain: https://www.larrybrain.com

tiktok ai mission sleep model fortune picking fortnite saas communicating openai api boomers dropbox diagnosing cta hooks manus ctas warner music mrr organic marketing cowork

The Sales Process I Used to Close $300k in MRR

No Fluff MSP Marketing

Play Episode Listen Later Mar 6, 2026 37:40

I realize I've never broken down my sales process on the podcast. I'm a marketing guy by heart, but I've also closed $300,000 in MRR so I do have a lot of sales experience I can share. In this episode, I cover the steps I take on virtually every sales process. You'll notice they are frameworks and concepts that can be applied to ANY sales process. I hope this helps you on your sales journey!Do you want to grab the exact sales sheets, videos, and presentations I used to improve my close rate overnight?Start a 7-day free trial at: https://campers.msp-camp.com/

300k sales process mrr

Live Coaching: How We're Growing This Business To $5M | 118

Billion Dollar Creator

Play Episode Listen Later Mar 5, 2026 76:06

What does it take to grow a SaaS business from $1 million to $5 million annual recurring revenue when your revenue has plateaued? Michael Sliwinski, founder of the productivity app Nozbe, joins Nathan Barry to diagnose the core issues his business faces and map out a clear path forward. Michael, who flew all the way from Europe for this conversation, dives into the challenges of competing in a crowded market, the impact of a product rebuild, and the search for a compelling new positioning. This episode is a masterclass in auditing your business, identifying roadblocks, and strategizing for breakthrough growth, especially for founders navigating a competitive landscape and aiming for their next big milestone.Timestamps:00:00 Introduction01:05 Michael's journey to Nozbe02:51 From side hustle to $1 million ARR04:47 The Japan growth explosion06:17 Rebuilding Nozbe from scratch10:14 Competing with industry giants12:58 Breaking down business metrics and building blocks19:07 Understanding max MRR and the S-curve22:42 The flatlining awareness and traffic25:02 Expansion and multi-seat customers29:43 Legacy customers on the old vs. new Nozbe30:52 Strong customer retention and low churn37:25 Key metrics and dashboard visibility39:46 Accountability through weekly revenue meetings42:07 The effectiveness of current content strategies46:27 Partnership success with a productivity consultant51:09 Direct sales for partners53:01 Reframing positioning for growth56:19 The core promise of Nozbe: The tool teams actually use59:43 The "boulder pushing" analogy1:02:18 Strategy for identifying and incentivizing new partners1:11:34 Tapping into true fans for new partner leads1:14:57 Michael's reflections and next stepsIf you enjoyed this episode, please like and subscribe, share it with your friends, and leave a review. I read every single one.Learn more about the podcast: https://nathanbarry.com/showFollow Nathan:Instagram: https://www.instagram.com/nathanbarryLinkedIn: https://www.linkedin.com/in/nathanbarryX: https://twitter.com/nathanbarryYouTube: https://www.youtube.com/@thenathanbarryshowWebsite: https://nathanbarry.comKit: https://kit.com/?utm_campaign=29661554-nathan_barry_show&utm_source=youtube&utm_medium=podcast&utm_term=nathanbarryshow&utm_content=youtube_descriptionFollow Michael:X: https://twitter.com/msliwinskiInstagram: https://www.instagram.com/michaelsliwinskiMastodon: https://social.nozbe.com/@michaelNozbe: https://nozbe.comFeatured in this episode:Kit: https://www.kit.comNozbe: https://nozbe.comHighlights:02:17 – ZDNet feature blew up Nozbe05:13 – iPad app success in Japan09:27 – Impact and the $5M goal11:54 – Customer loyalty despite competitors22:15 – Demo meetings and their conversion rates32:27 – Customers prepaid until 204057:33 – Why simpler is better for teams

europe business strategy japan creator impact partnership accountability expansion customers ipads saas tapping demo reframing competing 5m live coaching mrr zdnet nathan barry nozbe comfeatured michael sliwinski

Here's Why AI is Not Killing SaaS

The Product Market Fit Show

Play Episode Listen Later Mar 3, 2026 5:19

Is AI killing SaaS? Ben argues the opposite. In episode #357 of SaaS Metrics School, Ben Murray explains why AI isn't replacing SaaS companies — it's amplifying subject matter expertise. Drawing on his experience building SoftwareMetrics.ai with AI coding tools, he walks through how he would not be able to create a useful expert without domain knowledge. It doens't just apply to Ben. Resources Mentioned Ben's new app at: https://softwaremetrics.ai/ What You'll Learn Why AI is not replacing SaaS business models How subject matter expertise becomes more valuable in an AI-native world The importance of structured MRR schedules and clean invoice data How metadata (ACV, geography, vertical, company size) unlocks deeper retention insights The difference between dashboards and AI-powered revenue intelligence How AI can identify dormant expansion opportunities within your existing customer base Why It Matters AI tools amplify expertise — they don't replace it Clean financial and customer data becomes a strategic asset Revenue intelligence goes far beyond basic retention reporting SaaS operators who understand their metrics can leverage AI more effectively Industry-specific knowledge remains a competitive moat in a world of AI tooling

ai drawing killing saas mrr acv ben murray

He sold his first 2 startups. His 3rd grew to $1M ARR in 3 months. | Chaz Englander, Founder of Model ML

Play Episode Listen Later Feb 12, 2026 49:44 Transcription Available

Chaz has founded 3 companies. The first sold for over $40M. The second sold to GoPuff for even more. Now, he's on his third act with Model ML, having just raised $75M Series A

founders ai model fake selling startups dead mvp origin sold grew chaz product market fit 40m mrr gopuff englander 1m arr

344 - The 10 Metrics That Actually Drive Retention and Revenue

The Remarkable CEO for Chiropractors

Play Episode Listen Later Feb 10, 2026 43:59

Most practices track numbers, but very few track the metrics that actually drive growth. Dr. Pete and Dr. Stephen break down the ten measurements that determine whether a practice is building momentum or quietly leaking it. This conversation reframes metrics away from surface-level activity and into leadership tools that reveal retention, stability, and profitability. By clearly separating practice metrics from business metrics, the framework shows how operational performance and financial outcomes are directly connected. The result is clarity and control. When the right metrics are measured consistently, decisions become simpler, leadership becomes stronger, and growth becomes predictable.In This Episode You Will:Understand the10 core metrics that determine retention and long-term growthLearn how practice-side metrics and business-side metrics work togetherSee why retention begins at conversion and compounds through complianceDiscover which numbers reveal truth versus vanityClarify how better measurement leads to better leadership decisionsEpisode Highlights06:34 - Dr. Pete frames the series around the two sides of the coin and why commitment is the center that makes both work08:30 - Dr. Stephen clarifies the three identities required to grow: doctor, operator, and business owner14:26 - The conversation defines KPIs as the measurement system that organizes focus and exposes what to fixPractice Metrics19:14 - Stick rate defines how long people stay under care and where retention breaks down by visits, months, or milestones22:32 - Kept visit average (KVA) is introduced as the daily retention signal showing how consistently people show up as scheduled25:24 - Compliance percentage is established as the core retention driver indicating whether patients follow care recommendations26:37 - Inactives and churn rate expose how many people are silently leaving and why defining “active” matters31:30 - Total active patients reframes growth away from visits per week and toward the size of the active care baseBusiness Metrics33:29 - Collection visit average (CVA) measures what the practice collects per visit and can be segmented by stage of care35:06 - Lifetime value (LTV) connects retention to economics by combining patient visit average with collection visit average39:49 - Total revenue is tied back to retention through volume of visits driven by people staying in care40:29 - Monthly recurring revenue (MRR) and annual recurring revenue (ARR) are positioned as the stability engine of the model41:51 - Retained revenue measures the durability of the recurring model by showing how much revenue stays after churn Resources MentionedLearn more about the TRP Remarkable Business Immersion March 6 - 7, 2026 in Phoenix, AZ and March 20 - 21, 2026 in Brisbane, AUS - https://theremarkablepractice.com/upcoming-events/  To learn more about the REM CEO Program, please visit: http://www.theremarkablepractice.com/rem-ceoBook a Strategy Session with Dr. Pete - https://go.oncehub.com/PodcastPCPrefer to watch? Catch the podcast on YouTube at: https://www.youtube.com/@TheRemarkablePractice1To listen to more episodes, visit https://theremarkablepractice.com/podcast or follow on your favorite podcast app.

417 - Building MRR Through SEO Growth Plans (Sam Sarsten's Live Presentation from Web Designer Pro CON 2025)

The Josh Hall Web Design Show

Play Episode Listen Later Feb 9, 2026 56:02 Transcription Available

In our 2025 in-person Web Designer Pro Conference, Sam Sarsten (the Local SEO King inside Pro) presented for us live, sharing his top lessons learned in building his MRR primarily through SEO Growth Plans.In this special edition podcast, I'm giving you access to the full replay + Q&A sessions (which has been reserved for Pro members to this point.) I hope this helps you seriously consider, or at the very least, think about what growth plan type service you can offer to help build your monthly recurring revenue.And if it's SEO, be sure to check out the SEO Surge Summit that Sam is hosting later this month in Feb 2026!I'll be a speaker along with many other Web Design and SEO Pros.Head to the show notes to get all links and resources we mentioned, along with a full transcription of this episode at joshhall.co/417Get your free ticket to the 2026 Designer Boss Summit, happening Feb 10-13th.I'll be sharing my top tips on how you can scale your design biz, your way.Incredible speaker lineup this year to.

head growth seo incredible presentation wordpress web design website design divi web designers mrr procon josh hall josh hall web design show

Stripe, MRR, and the Retention Metrics Nobody Warned You About

Play Episode Listen Later Feb 6, 2026 3:19

In episode #352 of SaaS Metrics School, Ben explains why SaaS and AI founders need to get control of their Stripe data early — before transaction volume and product complexity make it unmanageable. Drawing on years of fractional CFO experience, he explains how messy Stripe data can undermine revenue accuracy, MRR schedules, retention metrics, and due diligence readiness if the data flow isn't clearly mapped from day one. Resources Mentioned Ben's 7th Annual Tech Stack Report: https://www.thesaascfo.com/surveys/finance-accounting-tech-stack-survey/ What You'll Learn Why Stripe data becomes difficult to manage as transaction volume grows How Stripe feeds into revenue reporting, MRR schedules, and retention metrics What a “revenue by customer by month” (customer cube) actually requires How multiple product IDs and revenue types complicate Stripe reporting Why mapping payment, fee, and revenue flows early saves major cleanup later The role Stripe data plays in due diligence and investor scrutiny Why It Matters Stripe is often the source of truth for self-serve and PLG revenue Poorly mapped Stripe data makes MRR waterfalls and retention metrics unreliable Due diligence requires defensible revenue-by-customer schedules Fixing Stripe data problems later is far more expensive and time-consuming Clean Stripe flows enable accurate forecasting and financial clarity as you scale

ai drawing cfo saas metrics retention stripe ids warned mrr

Can You Actually Prove the ROI of Customer Success?

Play Episode Listen Later Jan 30, 2026 5:43

Justifying investment in customer success is far harder than justifying spend in sales and marketing. In episode #350, Ben walks through a practical framework for evaluating the ROI of customer success and retention programs by tying customer success investment directly to ARR, MRR, and revenue retention performance. Instead of relying on vague qualitative benefits, this episode outlines how finance and SaaS leaders can quantify retention improvements and translate them into real financial impact. Resources Mentioned Blog post on quantifying customer success and retention ROI: https://www.thesaascfo.com/quantifying-investments-in-customer-success-and-retention/ SaaS Metrics Course: https://www.thesaasacademy.com/the-saas-metrics-foundation What You'll Learn Where customer success should be classified on the SaaS P&L (COGS vs. Sales) Why customer success ROI is harder to quantify than CAC or go-to-market efficiency How to use MRR and ARR waterfalls as the foundation for retention analysis The difference between gross revenue retention and net revenue retention in ROI modeling How expansion, contraction, and churn act as independent levers in retention A scenario-based approach to estimating ARR impact from retention improvements Why It Matters Helps justify customer success spend with real revenue and ARR impact Improves financial modeling and long-term financial strategy decisions Connects retention performance to unit economics and scalability Avoids over-investing in customer success without measurable outcomes Provides a clearer framework for board and investor discussions

sales roi saas prove arr customer success cac justifying mrr

13% to 71% in 45 Days: A Real MSP Sales Transformation

Repeatable Revenue

Play Episode Listen Later Jan 29, 2026 23:08 Transcription Available

Most sales trainers will tell you that closing more deals requires a "killer instinct," better "closing techniques," or some fancy psychological methodology. But I just watched an MSP salesperson go from a 13% close rate in 2025 to a 71% close rate in just 45 days, and it had nothing to do with "mindset" or charisma.In this episode, I break down the real-world transformation of Garrick, a seller who closed $17,000 in MRR this month alone. We didn't give him a new script; we gave him a new system for how to think about the sales process. We move past the surface-level "motivational" advice to focus on the tactical shifts that actually bent the curve: stopping the guesswork on ROI by simply asking the prospect how they measure value, practicing the "money ask" until it became boring muscle memory, and learning to lead proposals with the prospect's priorities rather than our own expert biases.If your sales team is working hard but failing to convert, it's likely not a lack of effort—it's a lack of the system underneath the tactics. Let's look at how to stop treating discovery like a checklist and start conducting conversations that actually lead to a close.//Welcome to The Ray J. Green Show, your destination for tips on sales, strategy, and self-mastery from an operator, not a guru.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

transformation sales current commerce roi b2b chamber residence smb former ceo msp garrick mrr mid market

Top 7 Email Marketing Best Practices that Earn Revenue (ROI) in 2026 with Favour Obasi-ike

We Don't PLAY

Play Episode Listen Later Jan 27, 2026 61:45

Join Favour Obasi-ike, MBA, MS for a masterclass on email marketing strategies that actually drive revenue. In this session, Favour breaks down the power of segmented email campaigns, explains the metrics that matter, and shares how to build a website-first content strategy that turns subscribers into customers. Learn how to leverage free tools, automate your email sequences, and create long-term relationships with your audience through strategic, data-driven email marketing ROI.Whether you're just starting with email marketing or looking to optimize your existing campaigns, this episode delivers actionable insights you can implement immediately to boost engagement and generate sustainable revenue.What You'll Learn✓ How to use segmented emails to increase revenue and engagement✓ The difference between click-through rate and click rate (and why it matters)✓ Why your website is the foundation of successful email marketing✓ Google's E-E-A-T framework for creating helpful content✓ How to repurpose one piece of content across multiple channels✓ Which free tools every email marketer should be using✓ The "website-first" content strategy that saves time and builds SEO✓ How to create automated email sequences that work 24/7Top 7 Email Marketing Best Practices1. Use Segmented Emails StrategicallyCreate segments based on subscriber behavior and preferences. Use polls and interactive elements to gather data, then tag links to track which subscribers are interested in which offerings.2. Build a Helpful, Responsive WebsiteYour website should be fast-loading, mobile-friendly, and provide genuine value. Focus on Google's E-E-A-T framework: Experience, Expertise, Authority, and Trust.3. Create Content on Your Website FirstPublish content on your website before sharing on social media. This builds your owned digital assets, improves SEO, and gives you more control over distribution.4. Leverage Email Metrics for Continuous ImprovementTrack who opens, clicks, and takes action. Identify your most engaged subscribers and create VIP segments for them. Use this data to refine your messaging over time.5. Implement Scheduled and Automated Email SequencesSet up automated sequences that trigger based on subscriber actions. Create welcome series, nurture campaigns, and re-engagement flows that work around the clock.6. Repurpose Content Across Multiple FormatsTake one long-form piece and break it into blog posts, social media updates, podcast episodes, videos, and email newsletters. Maximize your content creation efforts.7. Focus on Long-term Relationship BuildingNot everyone opens emails the day you send them. Be consistent with your schedule, provide ongoing value, and build trust over time rather than chasing quick sales.Key Metrics to TrackDeliverability Rate - Percentage of emails reaching subscriber inboxesOpen Rate - Percentage of delivered emails that get openedClick Rate - Percentage of delivered emails with link clicksClick-Through Rate (CTR) - Percentage of opened emails with link clicksConversion Rate - Percentage completing your desired actionPodcast Episode Timestamps[00:00] Episode introduction: Email marketing best practices that earn revenue[00:40] Why segmented emails are the #1 revenue driver[03:06] How to create segments triggered by scheduled emails[03:37] Example: Segmenting by in-person vs. virtual event preferences[06:00] Using polls to understand what your audience really wants[07:00] Revenue starts at the beginning: building systems for MRR[08:00] Click-through rate vs. click rate explained[09:00] Identifying and segmenting your most engaged subscribers[10:00] Tracking email opens and clicks consistently[10:30] Creating VIP segments for highly engaged subscribers[14:00] Re-engaging inactive subscribers through targeted campaigns[15:00] Email deliverability and its impact on revenue[17:00] Understanding spam filters and how to avoid them[18:00] Email authentication: SPF, DKIM, and DMARC[20:00] Real case study: Client ranking page one for competitive keywords[21:42] Technical SEO: indexing, blogs, location pages, schema markup[23:00] Email marketing as direct response marketing[24:00] Why not everyone opens emails immediately (and that's okay)[25:00] Best Practice #1: Have a helpful, responsive website[25:32] Google's E-E-A-T framework: Experience, Expertise, Authority, Trust[26:22] You have less than 10 seconds to make an impression[27:00] The "website-first" content strategy[27:22] Free analytics tools: Google Search Console, GA4, Bing, Microsoft Clarity[28:00] Repurposing one article into multiple content formats[30:00] Maximizing content value through strategic repurposing[32:00] Creating content pillars and topic clusters[33:00] Planning content calendars aligned with email campaigns[35:00] Balancing evergreen content with timely topics[37:00] Creating lead magnets that attract quality subscribers[39:00] A/B testing email subject lines and content[40:00] Overview of popular email marketing platforms[41:00] Mailchimp: features, pricing, and best use cases[42:00] Constant Contact for small businesses and nonprofits[43:00] Brevo (formerly Sendinblue): affordable with SMS capabilities[44:00] HubSpot: comprehensive CRM and marketing automation[45:00] Choosing the right platform for your business needs[46:00] Free tier options and when to upgrade[50:00] Advanced segmentation for e-commerce businesses[51:00] Using behavioral triggers to increase conversions[52:00] Email in omnichannel marketing strategies[53:00] Measuring ROI from email campaigns[54:00] Common email marketing mistakes to avoid[57:00] Recap of key best practices[59:00] Closing remarks and next session announcement[59:29] Tomorrow's topic: Search Engine Marketing & SEO Best Practices (11 AM Central)Tools & Resources MentionedEmail Marketing Platforms: Flodesk >> Sign up and Get 50% OffAnalytics Tools: Google Search Console, Google Analytics (GA4), Bing Webmaster Tools, Microsoft Clarity, Fathom Analytics, Matomo AnalyticsOther Tools: Eventbrite, PinterestSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

money trust ai social media google social bible marketing real entrepreneur news podcasts ms planning search focus podcasting clients chatgpt authority mba balancing artificial intelligence web services branding reddit identifying seo hire identify roi small business pinterest tracking vip tactics revenue traffic earn expertise best practices digital marketing crm bible study maximize helpful maximizing entrepreneurial content creation budgeting sms content marketing financial planning web3 email marketing rebranding bing social media marketing hydration hubspot small business owners entrepreneur magazine money management geo favour monetization marketing tips mailchimp web design search engine optimization repurposing quora spf drinking water create content b2b marketing podcast. google ai biblical principles website design get hired marketing tactics digital marketing strategies entrepreneur mindset business news entrepreneure mrr small business marketing spending habits google apps google search console seo tips website traffic entrepreneur podcast small business success constant contact small business growth podcasting tips ai marketing key metrics seo experts webmarketing financial stewardship branding tips google seo small business tips email marketing strategies pinterest marketing social media ads entrepreneur tips seo tools search engine marketing marketing services budgeting tips dmarc technical seo web traffic seo agency web 3.0 social media week dkim entrepreneur success blogging tips small business loans personal financial planning social media news small business week seo specialist website seo marketing news content creation tips seo podcast digital marketing podcast e e a t seo best practices kangen water seo services data monetization ad business diy marketing obasi web tools large business pinterest seo web host smb marketing microsoft clarity marketing hub bing webmaster tools marketing optimization small business help fathom analytics storybranding web copy entrepreneur support email marketing best practices pinterest ipo entrepreneurs.

The Pitfalls of Using Your CRM to Report Official ARR Numbers

Play Episode Listen Later Jan 27, 2026 3:09

Many SaaS teams try to use their CRM to report ARR and MRR, but this creates serious risks—especially in forecasting, retention analysis, and due diligence. In episode #349, Ben explains why your CRM is rarely the correct source of truth for recurring revenue and where ARR should actually come from to ensure financial accuracy and credibility with investors and acquirers. Resources Mentioned How to Disclose ARR: https://www.thesaascfo.com/cfos-guide-to-disclosing-headline-arr-numbers/ Ben's SaaS Metrics Course: https://www.thesaasacademy.com/the-saas-metrics-foundation What You'll Learn Why CRM-based ARR reporting is often inaccurate and easy to break The difference between bookings data and revenue-based ARR What qualifies as a true source of truth for ARR and MRR How invoicing, revenue recognition, and the general ledger fit together Why CRM-reported ARR frequently fails under due diligence scrutiny When (and only when) a CRM can be trusted for recurring revenue metrics Why It Matters Prevents misleading ARR, MRR, and revenue metrics Ensures your financial systems can support investor and buyer diligence Reduces risk when calculating retention, CAC payback, and unit economics Improves confidence in Board reporting and long-term financial strategy

board numbers official crm pitfalls arr cac mrr

Demystifying SaaS Revenue: A Hierarchy for Predictability & Valuation

ai revenue saas concepts demystifying hierarchy valuations cac ltv predictability mrr ben murray saas metrics

Play Episode Listen Later Jan 10, 2026 5:45

In episode #343 of SaaS Metrics School, Ben Murray demystifies SaaS revenue by breaking down the core revenue types that software, SaaS, and AI companies should be modeling on their P&L. Rather than focusing on labels, Ben explains why pricing models and revenue streams are the real drivers of financial clarity. He walks through the most common revenue categories—subscriptions, variable usage-based revenue, professional services, managed services, hardware, and other emerging models—and shows how proper revenue segmentation becomes the foundation for accurate retention metrics, forecasting, unit economics, and due diligence readiness. Resources Mentioned SaaS Metrics School framework: https://www.thesaascfo.com/scaling-with-confidence-the-ultimate-saas-metrics-playbook/ Concepts covered in Ben's SaaS Metrics course: https://www.thesaasacademy.com/the-saas-metrics-foundation MRR schedules & MRR waterfalls: https://www.thesaasacademy.com/offers/rJhZ6VdM/checkout What You'll Learn The core revenue categories every SaaS, software, and AI company should track How subscription and usage-based revenue differ financially Why overages must be separated from subscription revenue How revenue segmentation enables accurate MRR schedules and waterfalls Why retention should be calculated separately by revenue stream How revenue structure impacts forecasting accuracy How different revenue streams change CAC payback and LTV to CAC calculations Why clean revenue categorization simplifies due diligence Why It Matters Revenue segmentation is the foundation of accurate SaaS metrics MRR schedules and retention calculations depend on clean revenue data Forecasts are more reliable when built from revenue waterfalls Mixed revenue streams require adjusted CAC payback calculations Clear revenue structure improves investor and acquirer confidence Proper setup reduces friction during fundraising and exits

[State of Evals] LMArena's $1.7B Vision — Anastasios Angelopoulos, LMArena

Latent Space: The AI Engineer Podcast â€” CodeGen, Agents, Computer Vision, Data Science, AI UX and all things Software 3.0

Play Episode Listen Later Jan 6, 2026 24:02

We are reupping this episode after LMArena announced their fresh Series A (https://www.theinformation.com/articles/ai-evaluation-startup-lmarena-valued-1-7-billion-new-funding-round?rc=luxwz4), raising $150m at a $1.7B valuation, with $30M annualized consumption revenue (aka $2.5m MRR) after their September evals product launch.—-From building LMArena in a Berkeley basement to raising $100M and becoming the de facto leaderboard for frontier AI, Anastasios Angelopoulos returns to Latent Space to recap 2025 in one of the most influential platforms in AI—trusted by millions of users, every major lab, and the entire industry to answer one question: which model is actually best for real-world use cases? We caught up with Anastasios live at NeurIPS 2025 to dig into the origin story (spoiler: it started as an academic project incubated by Anjney Midha at a16z, who formed an entity and gave grants before they even committed to starting a company), why they decided to spin out instead of staying academic or nonprofit (the only way to scale was to build a company), how they're spending that $100M (inference costs, React migration off Gradio, and hiring world-class talent across ML, product, and go-to-market), the leaderboard delusion controversy and why their response demolished the paper's claims (factual errors, misrepresentation of open vs. closed source sampling, and ignoring the transparency of preview testing that the community loves), why platform integrity comes first (the public leaderboard is a charity, not a pay-to-play system—models can't pay to get on, can't pay to get off, and scores reflect millions of real votes), how they're expanding into occupational verticals (medicine, legal, finance, creative marketing) and multimodal arenas (video coming soon), why consumer retention is earned every single day (sign-in and persistent history were the unlock, but users are fickle and can leave at any moment), and his vision for Arena as the central evaluation platform that provides the North Star for the industry—constantly fresh, immune to overfitting, and grounded in millions of real-world conversations from real users.We discuss:* The $100M raise: use of funds is primarily inference costs (funding free usage for tens of millions of monthly conversations), React migration off Gradio (custom loading icons, better developer hiring, more flexibility), and hiring world-class talent* The scale: 250M+ conversations on the platform, tens of millions per month, 25% of users do software for a living, and half of users are now logged in* The leaderboard illusion controversy: Cohere researchers claimed undisclosed private testing created inequities, but Arena's response demolished the paper's factual errors (misrepresented open vs. closed source sampling, ignored transparency of preview testing that the community loves)* Why preview testing is loved by the community: secret codenames (Gemini Nano Banana, named after PM Naina's nickname), early access to unreleased models, and the thrill of being first to vote on frontier capabilities* The Nano Banana moment: changed Google's market share overnight, billions of dollars in stock movement, and validated that multimodal models (image generation, video) are economically critical for marketing, design, and AI-for-science* New categories: occupational and expert arenas (medicine, legal, finance, creative marketing), Code Arena, and video arena coming soonFull Video EpisodeTimestamps00:00:00 Introduction: Anastasios from Arena and the LM Arena Journey00:01:36 The Anjney Midha Incubation: From Berkeley Basement to Startup00:02:47 The Decision to Start a Company: Scaling Beyond Academia00:03:38 The $100M Raise: Use of Funds and Platform Economics00:05:10 Arena's User Base: 5M+ Users and Diverse Demographics00:06:02 The Competitive Landscape: Artificial Analysis, AI.xyz, and Arena's Differentiation00:08:12 Educational Value and Learning from the Community00:08:41 Technical Migration: From Gradio to React and Platform Evolution00:10:18 Leaderboard Delusion Paper: Addressing Critiques and Maintaining Integrity00:12:29 Nano Banana Moment: How Preview Models Create Market Impact00:13:41 Multimodal AI and Image Generation: From Skepticism to Economic Value00:15:37 Core Principles: Platform Integrity and the Public Leaderboard as Charity00:18:29 Future Roadmap: Expert Categories, Multimodal, Video, and Occupational Verticals00:19:10 API Strategy and Focus: Doing One Thing Well00:19:51 Community Management and Retention: Sign-In, History, and Daily Value00:22:21 Partnerships and Agent Evaluation: From Devon to Full-Featured Harnesses00:21:49 Hiring and Building a High-Performance Team Get full access to Latent.Space at www.latent.space/subscribe

history learning ai google vision space building video partnership decision hiring arena berkeley react funds 100m north star ml 30m 7b 250m mrr community management multimodal latent cohere neurips latent space gradio

Claude's Agent Mode was LEAKED (First Look)

Play Episode Listen Later Dec 17, 2025

In this episode, I go over one AI news item I can't stop thinking about, one trend you can build a business around, two tools I'm using, one startup idea you should steal, and one framework to end on. I start with a leak suggesting Anthropic is productizing “agent mode” for Claude with structured task buckets and a progress/context UI. Then I use Hyrox as an example of how I validate trends quickly with search data (and what “low competition + cheap CPC + explosive growth” signals). I wrap by pitching a hotel guest-communication concierge and the “thousand people framework” for getting to clarity on your ICP and what they'll reliably pay for. Timestamps 00:00 – Intro 00:32 – AI New Item: Anthropic leak: Agent Task Mode for Claude 04:47 – Trend: Hyrox 08:59 – AI App: Krea and Notebook LLM 12:23 – Startup idea: Digital Hotel Concierge 15:59 – Framework: The “1000 People” For founders doing $50k+ MRR+: https://startup-ideas-pod.link/offline-mode Key Points Agent workflows get “productized” when the UI guides the task (not just a blank prompt box). Trend validation can be fast: look for explosive growth + low competition + cheap CPC, then ideate apps around it. NotebookLM's slide generation is an underrated workflow for turning sources into clean decks. The “Guest Guide” concept is a simple AI/QR wedge: answer repetitive hotel questions and monetize per property. The thousand-people exercise forces clarity: who exactly buys, what they pay yearly, and how you reach them. Section Summaries The Claude Agent Mode Leak I break down a leak claiming Anthropic is preparing a more structured “agent mode” for Claude, organized into buckets like research, analyze, write, and build plus choices like depth, format, and outputs. The big shift is moving from “open chat” to “delegating distinct tasks” with visibility into progress and context. Productized Prompts = Better Output I explain why a blank text box can be daunting, and why UI that scaffolds intent (validate/compare/forecast, quick vs. thorough, doc vs. slides vs. spreadsheet) can make results meaningfully better. To me, it points at a future where you “check in” on agents like teammates. Trend Hunting I use Hyrox, an indoor fitness competition that's “like the new CrossFit,” as a real example of how I sanity-check whether something is becoming a business opportunity. The workflow is simple: I see it in culture, then I go straight to Idea Browser to pull search/CPC/competition signals. Two Tools I'm Testing I call out Krea as a creative AI subscription bundling multiple models, and then I highlight NotebookLM's slide/infographic feature as the underrated part—turning a source (including transcripts) into clean, well-designed slides with strong hierarchy. Steal This: Guest Guide I pitch a hotel digital concierge that handles common guest questions via QR-code guides, priced per property with affiliate upside, and I reference Sadie as an adjacent AI hospitality product (more on calls/reservations). Then I close with the “thousand people framework”: define the real ICP, map what they'll pay yearly, and figure out distribution—because clarity is the driver. The #1 tool to find startup ideas/trends - https://www.ideabrowser.com LCA helps Fortune 500s and fast-growing startups build their future - from Warner Music to Fortnite to Dropbox. We turn 'what if' into reality with AI, apps, and next-gen products https://latecheckout.agency/ The Vibe Marketer - Resources for people into vibe marketing/marketing with AI: https://www.thevibemarketer.com/ FIND ME ON SOCIAL X/Twitter: https://twitter.com/gregisenberg Instagram: https://instagram.com/gregisenberg/ LinkedIn: https://www.linkedin.com/in/gisenberg/

ai fortune startups agent trend fortnite crossfit qr leaked ui dropbox first look anthropic icp cpc hyrox notebooklm warner music mrr people for

#463 - Jesse P. Gilmore gets REAL about Launching your scalable agency offer in 14 days.

Be Real Show

Play Episode Listen Later Dec 12, 2025 52:58

Attention: Full service, creative, marketing agency owners. The number #1 reason you started the agency: 1) Freedom That's how simple it is. You want to grow your agency while working less in the business, right? We help you transform from the hustler/doer to the CEO. https://www.linkedin.com/in/jessepgilmore/ https://www.nicheincontrol.com/ With our Leverage for Growth program and my 1-1 support, together we: — Create scalability in your agency so as you take on more clients, you don't increase your personal hours to serve them. — Increase your revenue by consistently attracting your dream clients that value your services through an effective client attraction system (referral, inbound and outbound). — Find, train and manage a growing team to handle whole parts of the company so you can focus on growth or taking time for yourself. A selection of the agency owners we've worked with: — Jade (digital marketing agency owner) took 8 weeks off and still hit record-breaking sales this year. — Melanie (marketing consultant) 2X revenue while working less and doing more of what she loves. — Ray (digital marketing) regained control of his time with new systems that supported success. — Scott (ad agency) 2X'd profit margins and took a full month off while clients were still served. — Ryan (content marketing) doubled revenue while cutting his workload by 50% in 12 months. — Michele (web + design) built a client-finding system and took back control of her business. — Shari (creative + branding) transformed her business and team dynamics in just 3 months. — Daisy (PR agency owner) eliminated 100+ hours/month and doubled revenue in 4 months. — Casey (marketing expert) shifted from generalist to niche authority with a dialed-in offer. — Laryssa (digital marketing) doubled her MRR in 3 months by landing high-ticket clients. — Chad (ad agency) transformed his mindset and created team unity for scalable growth. — Reece (digital marketing) gained clarity and implemented the systems needed to grow. — Mike (web dev) cut 30+ weekly work hours and scaled with an 8-hour, 5-day schedule. — Warren (digital marketing) scaled from $15K/month to over $100K/month in 9 months. — Tonnisha (social media) slashed 30 hours/week and tripled her revenue in 5 months. — Susan (creative) 2X'd her revenue + exited through acquisition in just 18 months. — Sara (social media) rebuilt her confidence and clarity with systems that scale. — Nick (SEO) streamlined ops, boosted team morale, and amplified growth.

ceo growth offer agency launching leverage scalable gilmore 2x 15k mrr jesse p

Prompt Claude better than 99% of people

Play Episode Listen Later Dec 10, 2025

In this solo episode, I walk through 10 concrete rules to get way more out of Claude Code and Claude Opus 4.5, based directly on tips Anthropic has shared in their docs and blog posts. I show how to move from vague prompts to architected briefs that use tone, constraints, structure, and power phrases to avoid “AI slop.” I demo examples across writing, research, teaching, and planning so you can see exactly how to apply each rule. By the end, you have a practical playbook for prompting Claude like a teammate and using it as a true thinking partner in your work. Timestamps 00:00 – Intro 00:56 – Rule #1: Tone of collaboration 02:16 – Rule #2: Principle of explicitness (action verbs, quantity, audience) 03:20 – Rule #3: Define the boundaries with clear constraints 04:26 – Rule #4: Draft, plan, then act (outline → refine → execute) 06:39 – Rule #5: Demand structured output (tables, formats, schemas) 08:00 – Rule #6: Explain the “why” behind your request 09:05 – Rule #7: Control brevity vs. verbosity (expert, brief, simplifier) 10:21 – Rule #8: Provide a scaffold and templates 11:21 – Rule #9: Use “power phrases” and expert personas 12:28 – Rule #10: Divide and conquer complex projects 14:09 – Putting it all together with an example For founders doing $50k+ MRR+: https://startup-ideas-pod.link/offline-mode Key Points I share 10 specific prompting rules that come directly from how Anthropic suggests people use Claude. I show how friendly, clear, and firm prompts beat either vague or overly polite requests. I demonstrate how explicit constraints (length, style, audience, banned words) create more creative and focused outputs. I use outlines, scaffolds, and structured formats to turn Claude into a planning and synthesis engine instead of a random text generator. I introduce “power phrases” like “think step by step” and “critique your own response” to unlock more advanced reasoning. I wrap everything into a final Stoicism lecture prompt that combines persona, context, constraints, structure, and tone. The #1 tool to find startup ideas/trends - https://www.ideabrowser.com LCA helps Fortune 500s and fast-growing startups build their future - from Warner Music to Fortnite to Dropbox. We turn 'what if' into reality with AI, apps, and next-gen products https://latecheckout.agency/ The Vibe Marketer - Resources for people into vibe marketing/marketing with AI: thevibemarketer.com Startup Empire - get your free builders toolkit to build cashflowing business - https://startup-ideas-pod.link/startup-empire-toolkit Become a member - https://startup-ideas-pod.link/startup-empire FIND ME ON SOCIAL X/Twitter: https://twitter.com/gregisenberg Instagram: https://instagram.com/gregisenberg/ LinkedIn: https://www.linkedin.com/in/gisenberg/

ai putting fortune draft define fortnite principle explain divide tone dropbox stoicism anthropic prompt warner music mrr

216. The Anatomy of a $35,000/month SaaS Company

The UpFlip Podcast

Play Episode Listen Later Dec 8, 2025 34:07

Clay Lawrence built a generalist digital marketing agency to $17,000 a month, but quickly realized he had created a trap: he was exhausted, overworking, and constantly trading time for money on services ranging from drone footage to SEO. Desperate for a change, he took a massive financial risk—firing his clients and watching his revenue plummet to $4,500—to bet everything on a single, scalable idea that didn't require him to be the bottleneck.That bet was Review Harvest, a low-ticket SaaS focused entirely on automating Google reviews for home service businesses. By niching down and utilizing "trench knowledge" to understand his customers better than they understood themselves, Clay rebuilt his business from the ground up. Today, he generates over $35,000 in monthly recurring revenue (MRR) with a streamlined model that leverages software like HighLevel to do the heavy lifting, proving that a focused offer often beats a broad service.In this interview, Clay sits down with Ryan Atkinson to reveal the exact blueprint behind his pivot. They dive deep into the anatomy of a high-converting sales call, borrowing frameworks from Alex Hormozi to close deals on the spot, and discuss why the "Jack of all trades" model is a killer for agency growth. Whether you are looking to launch your first SaaS, maximize your HighLevel affiliate income, or master client acquisition through Facebook ads, this episode breaks down the tactical steps to build a business that serves your life, not the other way around.Takeaways:- Scaling a generalist agency is nearly impossible because you cannot afford to hire experts for every service; narrowing down to a single service allows for process automation and higher margins- Growth sometimes requires taking a financial step back; Clay intentionally dropped his revenue from $17k to $4.5k to rebuild a scalable model rather than remaining stuck in a service trap- The most scalable offer is often the one that works for every client without custom labor; automating Google review requests provided high value with zero ongoing manual fulfillment- Shifting focus specifically to home service businesses allowed the agency to double its growth because the messaging and operational knowledge became specialized and repeatable- Conducting over 1,000 sales calls provides "trench knowledge"—such as knowing a client's CRM software better than they do—which builds instant trust and authority during the sales process- A simple, singular value proposition (e.g., "The Google Review Guy") is significantly easier for networkers to remember and refer compared to a vague "full-service marketing" label- Low-ticket offers like reputation management rely on emotional impulse, making it critical to get leads on a call within 24 hours before their excitement fades- Sales calls should follow a structure of clarifying the prospect's pain, labeling the problem, and "selling the vacation" (painting a vivid picture of the future state) rather than just listing features- Success is often just surviving the lows; Clay faced a period where he only closed $6,500 in two months but credits his recovery to simply showing up every day despite the anxiety- Documenting the business journey on YouTube created a secondary income stream through HighLevel affiliate commissions, which now generates more profit than the agency itself.Tags: SaaS, Tech Ventures, Digital marketing, Affiliate marketing, Home Services, Business scaling, Business growthResources:Grow your business today: https://links.upflip.com/the-business-startup-and-growth-blueprint-podcast Connect with Clay: https://www.instagram.com/claywlawrence/?hl=en

success google business growth digital sales shifting seo anatomy saas desperate crm affiliate documenting conducting alex hormozi home services mrr ryan atkinson

10 Unknown SaaS Making $50K+ MRR (Copy Them)

Play Episode Listen Later Dec 8, 2025

On this episode I sit down with Rob Hoffman, who runs a portfolio of profitable SaaS businesses (Contact, Mentions, Kleo). Rob breaks down six proven customer acquisition playbooks using real examples doing between ~$20K and $300K MRR. The episode walks through concrete strategies like waitlist launches, trend-jacking, language arbitrage, AI search, signal-search, and high-ticket ads. You will learn how to go beyond “vibe coding” and use structured marketing systems to get their first customers, raise prices, and scale more predictably. Timestamps 00:00 – Intro 04:16 – 1) Waitlist Strategy: Kleo & Mentions Case Study 19:45 – 2) Wave Surfer Strategy: TrustMRR Case Study 27:54 –3) Language Arbitrage Strategy: Teachizy Case Study 33:53 – 4) AI Search Strategy: Tally Case Study 40:30 – 5) Signal Search Strategy: LocalRank Case Study 50:04 – 6) High Ticket Ad Strategy: MailScale Case Study Key Points Most indie builders can ship products but struggle to get customers; Rob packages his experience into six repeatable acquisition playbooks. The Waitlist Strategy pairs “edgy sales” content with email nurturing, scarcity, and beta cohorts to quickly reach tens of thousands in MRR. Riding an existing wave (like fake-MRR discourse on X) plus product-led virality can generate huge attention, which is better monetized with ads than subscriptions. Language and geo arbitrage—cloning a winning SaaS into another language/market—combined with non-English SEO is “marketing on easy mode.” AI search (ChatGPT, Perplexity, Claude) is an overpowered channel right now; deep “alternatives/versus/best of” pages are heavily cited and convert far better than Google traffic. Feature-first launches, faceless accounts, and enterprise plans let products like LocalRank and MailScale stack MRR with small audiences, YouTube demos, and high-ticket sales. The #1 tool to find startup ideas/trends - https://www.ideabrowser.com LCA helps Fortune 500s and fast-growing startups build their future - from Warner Music to Fortnite to Dropbox. We turn 'what if' into reality with AI, apps, and next-gen products https://latecheckout.agency/ The Vibe Marketer - Resources for people into vibe marketing/marketing with AI: thevibemarketer.com Startup Empire - get your free builders toolkit to build cashflowing business - https://startup-ideas-pod.link/startup-empire-toolkit Become a member - https://startup-ideas-pod.link/startup-empire FIND ME ON SOCIAL X/Twitter: https://twitter.com/gregisenberg Instagram: https://instagram.com/gregisenberg/ LinkedIn: https://www.linkedin.com/in/gisenberg/ FIND ROB ON SOCIAL X/Twitter: https://x.com/RobHoffman_ Kleo: https://kleo.so

ai google language fortune chatgpt unknown riding fortnite saas feature copy dropbox 20k perplexity warner music mrr kleo rob hoffman

How I Use Claude Code & Cursor (Ship 10X Faster)