Podcasts about mrr

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/

In episode #337 of SaaS Metrics School, Ben breaks down why software revenue categorization is a foundational requirement for strong finance, accounting, and SaaS metrics. He explains the core revenue types every SaaS, AI, or software company should separate on their P&L—and why commingling revenue creates downstream issues in MRR tracking, retention metrics, forecasting, and company valuation. Ben walks through the major recurring and non-recurring revenue categories, then shows how clean revenue segmentation enables accurate MRR schedules, retention analysis, cash flow forecasting, and smoother due diligence with investors and acquirers. What You'll Learn The core revenue categories every SaaS or AI company should clearly define The difference between subscription, usage, overage, services, managed services, and hardware revenue Why overages must be separated at both the SKU and general ledger level How revenue categorization feeds directly into MRR schedules and waterfalls Why recurring and variable revenue must be forecasted differently How clean revenue data improves retention metrics and go-to-market efficiency analysis Why investors and acquirers expect revenue clarity during fundraising and due diligence Why It Matters Accurate MRR and ARR tracking depends on clearly defined revenue streams Retention metrics (GRR and NRR) break when revenue types are mixed together Revenue forecasting and financial modeling require different assumptions by revenue type Cash flow forecasting becomes unreliable without segmented recurring revenue data Company valuation is directly impacted by the perceived quality of recurring revenue Investors and acquirers expect detailed revenue schedules during fundraising and due diligence Strong financial systems and accounting discipline reduce friction in audits and exits Resources Mentioned Ben's SaaS revenue hierarchy framework: https://www.thesaascfo.com/the-saas-revenue-hierarchy-why-defining-your-revenue-streams-matter/ SaaS Metrics course at The SaaS Academy: https://www.thesaasacademy.com/the-saas-metrics-foundation

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.

How do you take a niche SaaS product from zero to $150k MRR in under two years — without venture capital?In this episode of Founder Views, Kosta Panagoulias sits down with Nadav Boaz, co-founder of VoiceDrop, to break down exactly how they scaled fast by combining cold email mastery, SEO execution, and ruthless operational discipline.This isn't theory. Nadav shares what actually worked — and what didn't — across dozens of past businesses before VoiceDrop finally clicked.We cover:How VoiceDrop reached $150k MRR with a lean, remote teamThe exact 3 growth channels they double down on (and why)How cold email is used strategically — not spammySEO tactics that helped them rank #1 and show up in AI searchWhy pre-authorizing trial users increased conversions from 12% → 50%Managing churn in a high-ticket SaaSWhy “usage” matters more than loginsLessons from running (and failing) dozens of businesses before successIf you're a SaaS founder focused on execution, leverage, and real growth, this episode delivers.Chapters / Timestamps00:00 – Why VoiceDrop caught Kosta's attention02:00 – What VoiceDrop does (ringless voicemail explained)04:00 – Team size, remote setup, and founder roles07:00 – Using past businesses as leverage for new SaaS launches10:20 – The 3 growth pillars: SEO, cold email, Google Ads13:30 – SEO execution: keywords, authority, and SOPs with VAs16:00 – Ranking in AI search (ChatGPT, Gemini, etc.)18:10 – Cold email infrastructure that actually works22:00 – Targeting, segmentation, and ARPU strategy26:00 – When SEO overtook outbound as the #1 channel27:00 – Boosting trial-to-paid conversion to 50%30:00 – Pre-authorization: filtering tire-kickers32:00 – Human vs product-led conversions36:00 – Using AI inside the product (voice cloning, scripts)39:00 – AI for outbound replies and internal leverage41:30 – Scaling fast without burning out as a founder45:30 – Customer support, tooling, and cost control50:00 – Managing churn in a high-ticket SaaS53:30 – The single metric Nadav watches daily54:20 – Favorite business book & lifestyle choices56:20 – One billboard lesson for SaaS founders 

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/

'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   --- more --- 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

Welcome back to The Wealthy & Well Podcast today's episode is a full-bodied, data-meets-destiny breakdown of my entire year as a regulated CEO, mentor, mom, and movement-maker. If you love transparency, strategy you can feel, and the behind-the-scenes of building a multimillion-dollar brand rooted in nervous system nourishment… this one's your episode. Inside, I'm walking you through: My 2025 Month-by-Month Review The Trends I Saw Across the Industry in 2025 and what I predict will matter most in 2026. The 3 Main Cycles Every Business Moves Through The Energetic Shift: Year of the Snake → Year of the Horse Numerology: A Collective Year 1 + Your Personal Year Theme Let's connect: Instagram @katcynewski @wealthyandwellwoman website If you're calling in your next-level year: Join me in Flourish, my 12-month mastermind for high-achieving women ready to sell out their high ticket core offers, stack MRR, and expand their nervous system capacity for a life that FEELS better than it looks. APPLY NOW for a January 2026 start. Join me in person for Wealthy & Well Live April 15-17th in Portland, Maine for the ONLY 3 day business conference will yo will learn how to make big money and ost importantly FEEL incredible while doing it. GET YOUR TICKET HERE.

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

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

In this episode, "The Metrics Brothers," Growth (Ray Rike) and CAC (Dave Kellogg), dive into a critical challenge for modern SaaS and AI-Native companies: accurately calculating Net Revenue Retention (NRR) in environments that utilize variable pricing models (usage-based, outcome-based, etc.).They begin by defining NRR, emphasizing its importance as a key metric and its high correlation with Enterprise Value-to-Revenue multiples.The brothers then dissect the primary challenge: the absence of traditional Annual Recurring Revenue (ARR) in non-annual contract models. They explore different proxies for ARR, including MRR x 12 and Implied ARR (Quarterly Revenue x 4), and discuss the pitfalls of each, particularly the risk of overstating annual revenue due to seasonality or significant one-time deals.Finally, they offer their preferred, cohort-based method for calculating NRR—the "Snowflake Method" or "Two-Year Look Back"—which compares the current revenue of a specific group of customers (cohort) to their revenue from a year ago. They conclude with a discussion on how this method helps dampen the "noise" and variability inherent in usage-based data when trying to measure expansion and contraction.

In this RISE Files session, I take you through the exact identity rupture that transformed my entire business: the moment I realized my leadership leaks (not my strategy) were capping my income.I share how a client defaulting on payments became the mirror I couldn't ignore, why I shut down my own mastermind at the peak of comfort, and how I rebuilt everything from negative 100% MRR to 140% regained in 28 days by leading myself with standards I used to reserve only for my clients.I walk you through the uncomfortable decisions, boundary-setting, and “nice girl funerals” that forced me to stop cushioning everyone else and finally match my conviction with my capacity. I break down the behind-the-scenes of launching Nice Girl Funeral, turning lived experience into offers, making terrifying moves in real time, and creating a culture where clients lead themselves instead of hiding, shrinking, or pedestalling me.If you've been operating with lower standards for yourself than you hold for your clients, or if you know you're still leading from fear, placation, or comfort ..this episode will punch you into your next level. This is the work that built my $500K+ recurring revenue engine and it started with radical self-honesty.If this episode called out your leadership leaks and you know you need tighter self-trust, standards, identity, and capacity going into 2026 — RQ1 is where we fix it fast.

In episode #333, Ben answers a foundational SaaS metrics question: Should expansion revenue be included in your Lifetime Value (LTV) calculation? Ben walks through the correct LTV formula and highlights how misalignment between LTV and CAC can distort your LTV:CAC ratio. He also covers when expansion should be included. The episode provides a practical framework for SaaS founders, CFOs, and operators to ensure they calculate LTV accurately, compare it properly to CAC, and model unit economics using consistent, reliable inputs. Key Topics Covered The correct LTV formula using average new-customer MRR × subscription gross margin Why the churn input should align with dollar-based metrics using 1 – Gross Revenue Retention (GRR) Why expansion revenue is deliberately excluded from LTV in most SaaS models How including expansion artificially inflates the LTV:CAC ratio The cost mismatch between acquiring new customers (CAC) and generating expansion revenue When PLG motions justify including limited, time-bound expansion revenue in LTV How organic upgrades differ from sales-assisted expansion How SaaS+ businesses must adjust their LTV formula to account for usage revenue The role of gross margin in determining true unit economics The importance of aligning metric definitions when evaluating customer profitability Why This Matters This episode is essential for: SaaS founders calculating LTV for budgeting, pricing, and forecasting CFOs, controllers, and FP&A leaders managing unit economics and CAC payback Finance teams modelling customer profitability and revenue expansion Operators working in PLG environments assessing organic expansion patterns Investors reviewing LTV:CAC ratios in diligence and portfolio monitoring Anyone building SaaS Plus (subscription + usage) revenue models Resources Mentioned Ben's deep dive on SaaS+ LTV: https://www.thesaascfo.com/how-to-calculate-ltv-with-variable-revenue/ SaaS Metrics course: https://www.thesaasacademy.com/the-saas-metrics-foundation

On this episode I sit down with indie app builder and designer Chris ****Raroque to walk through his real AI coding workflow. Chris explains how he ships a portfolio of productivity apps doing thousands in MRR by pairing Claude Code and Cursor instead of picking just one tool. He live-demos “vibe coding” an iOS animation, then compares how Claude Code and Cursor's plan mode tackle the same task. The episode closes with concrete tips on plan mode, MCP servers, AI code review, dictation, and deep research so solo devs can build bigger apps than they could alone. Timestamps 00:00 – Intro 03:04 – Which Tools & Models to Use 09:16 – Thoughts on the Vibe Coding Mobile App Landscape 11:14 – Live demo: prompting Claude Code to build an iOS “AI searching” animation 18:07 – Live demo: prompting Cursor with same task 21:02 – Chris's Best Tips for Vibe Coders Key Points You don't have to pick one IDE copilot: Chris actively switches between Claude Code and Cursor because they have different strengths. For very complex bug-hunting, he prefers Cursor with plan mode; for big-picture app architecture, he leans on Claude Code with Opus. Non-developers should start on higher-level “vibe coding” platforms like Create Anything for mobile apps before graduating to Claude/Cursor. Plan mode plus detailed, spoken prompts dramatically improves code quality, especially for UI and animation work. MCP servers and AI code review bots let solo developers safely set up infra, enforce security, and catch bugs they'd otherwise miss. Claude's deep research is a powerful way to choose the right patterns and libraries before handing implementation back to Claude Code or Cursor. 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 CHRIS ON SOCIAL Youtube: https://www.youtube.com/@raroque X/Twitter: https://x.com/raroque Instagram: https://www.instagram.com/chris.raroque/

In this powerful solo episode, Chris Craddock shares the behind-the-scenes takeaways from a live Tony Robbins event—and how it lit a fire under his real estate investing game.From breaking down the mindset traps that keep agents broke, to showing how real estate creates freedom through Monthly Recurring Revenue (MRR), this episode is a wake-up call for anyone who wants to stop grinding for commission and start letting their money do the heavy lifting.Chris also opens up about:The #1 reason real estate agents fail to build wealth (and how to flip the script)What Netflix, Verizon, and the 1970s can teach you about investing in any marketHow to use MRR to buy back your time and escape the “next deal” treadmillWhy fear is just a symptom of ignorance—and how to crush it with knowledgeThe monkey-and-the-apple experiment that will rewire how you think about successA challenge to step into your next level, no matter what others thinkConnect with Chris:Instagram: @craddrockFacebook: Chris Craddock BusinessResources

In this episode of the Transform Sales Podcast: Sales Software Review Series, Amir Reiter, CEO at CloudTask, sits down with Luke Marshall, CEO at Baremetrics, to reveal how Baremetrics turns raw Stripe data into the actionable insights founders need to scale. Baremetrics delivers real‑time dashboards for MRR, churn, LTV, cohort retention, and more, lets you annotate revenue spikes, segment by any customer attribute, and recover failed payments automatically—so you can ditch clunky spreadsheets and incomplete Stripe reports. The result? Faster, data‑driven decisions that cut churn, boost expansion, and supercharge growth. If you're a SaaS founder, CFO, or growth lead, Baremetrics is your single source of truth for subscription analytics. Try Baremetrics here: https://software.cloudtask.com/baremetrics-ce250d #TransformSales #SalesSoftware #Baremetrics #StripeAnalytics #SaaSmetrics #RevenueGrowth

Robin Bonduelle a lancé une messagerie vidéo asychrone sur laquelle il lève en Seed un peu plus de 4 millions d'euros. Ayant atteint les premières dizaines de milliers d'euros de MRR et ayant signé de grands noms de la FrenchTech, il pivote habilement pour adresser un marché plus axé équipes de Sales Outbound et analyse conversationnelle. Sa solution Claap passe alors à la vitesse supérieure et trouve son Market Fit, empilant les signatures et les premiers millions d'ARR. Un deal stratégique vient parfaire cette Destinée entrepreneuriale et Robin nous partage tout cela en détails dans cet épisode passionnant et vibrant de vérité et de passion dans l'Execution du Produit !

There's a whole narrative right now that “vibe coding is a bubble” and all the MRR from AI-built apps isn't real.In this episode, we chat with Jacob Klug, founder of the agency Creme, which specializes in building lovable MVPs on top of tools like Lovable and AI coding assistants. Jacob makes the case that most of the “AI apps are trash” discourse is really a skill issue, not a tool issue—and he breaks down the exact process his team uses to ship full platform-level apps in two-week sprints.We dig into how to scope and design software that doesn't look AI-generated, how to think about personal operating systems vs. SaaS, why ideas are getting worse even as tools get better, and how creators and agencies can turn niche domain expertise into real products.If you're an operator, marketer, or founder trying to figure out how to actually use AI coding tools (instead of just tweeting about them), this one's for you.GuestJacob Klug — founder of Creme, an agency building “lovable MVPs” and full-stack products with Lovable + AI tools; helps founders, startups & enterprises ship production apps in weeks without sacrificing UX.Guest LinksWebsite: https://www.creme.digital/LinkedIn: https://www.linkedin.com/in/jacob-klug-37b254156/X (Twitter): https://x.com/JacobsklugWhat You'll LearnWhy the “vibe coding is a bubble” take is mostly a skill and discipline problemHow Jacob's agency ships full startup-grade products using Lovable and AIThe PRD-first formula they use before ever opening a builderHow to decide when to build vs. when to buy software in 2025Why we're entering a wave of personal OSes and custom internal toolsHow to avoid shipping janky AI UI and make your app look intentionally designedThe mindset shift from “I could build anything” → “I will build this one specific thing”Why specializing in one AI tool (Lovable, Cursor, n8n, etc.) beats being “the AI guy”Tactical content and lead-gen plays for agencies on LinkedIn and YouTubeHow to learn AI tooling without getting paralyzed by the infinite possibilitiesTimestamps00:00 — Vibe coding: bubble or breakthrough?02:23 — Effective use of no-code tools05:23 — Stack and scoping for MVP development07:08 — Trends in personal software development10:33 — Personal projects: blood work analysis tool13:00 — Steps to start building custom software17:49 — Successful and unsuccessful product categories21:01 — Learning and adopting AI tools27:45 — Creator collaboration in software development32:14 — Lead generation strategies for AI-powered agenciesKey Topics & Ideas1. Bubble or Skill Issue?Why early no-code/AI apps looked jankyHow tools like Lovable increased automation from ~50% → ~85%The remaining 10–15% where real engineering still mattersMany failures come from non-devs skipping fundamentals2. How Creme Builds Lovable MVPsEvery project starts with a clear PRD (often drafted with ChatGPT)AI is used to tighten scope before buildingWhen Creme stays fully in Lovable vs. moving code to CursorUsing Lovable Cloud for hosting, database, and analytics3. Personal Operating Systems & Internal ToolsPeople replacing SaaS subscriptions with their own custom toolsIn a 20-person cohort, nearly everyone built workflow appsRise of the Personal OS: one system for life + workExample builds:Bloodwork tracker from PDF uploadsUnified messaging CRM (WhatsApp, Telegram, SMS, email)Automated 30-second sales briefings4. How to Learn AI Coding ToolsHalf the cohort hadn't built anything before startingMain blocker: overwhelm, not skillLearn core concepts: frontend vs. backend, auth, roles, securityBuild daily reps, focus on the next thing you need—not “all of AI”5. Designing Apps That Don't Look AI-GeneratedGood design is still the hardest and biggest edgeCreme process: build a /components library, define buttons/cards/inputs, assign stable IDsTools: Mobbin, Figma Community kits, 21st.devBest prompt: “Here's a screenshot → copy this.”6. What Works in Product IdeasMost of Creme's builds are full startup platforms, not micro-toolsAI makes shipping easier, but ideas are getting worse without depthReal advantage = domain expertise + niche problem + AI speed7. Creators x SoftwareCreators can now ship products without capitalJacob prefers retainers over equityAnalogy: Like creator brands—most fail, a few go huge8. Career Strategy: SpecializeFuture = verticalized expertise, not “AI generalists”Specialist lanes: Lovable, Cursor, n8n, automationBe the person for one tool + one market9. Content & Lead GenJacob's two rules for content: people are selfish and people are boredBuild content that teaches, sparks emotion, and creates curiosityPost ~5x/week, prioritize visual postsLong-term: YouTube deep dives for high-intent inboundSponsorToday's episode is brought to you by Graphed – an AI data analyst & BI platform.With Graphed you can:Connect data like GA4, Facebook Ads, HubSpot, Google Ads, Search Console, AmplitudeBuild interactive dashboards just by chatting (no Looker Studio/Tableau learning curve)Use it as your ETL + data warehouse + BI layer in one placeAsk:“Build me a stacked bar chart of new users vs. all users over time from GA4”…and Graphed just builds it for you.

Want a playbook for turning slow seasons into growth? We sit down with Tony from Villa Property Inspections to map out practical ways inspectors expand beyond a standard SOP without losing credibility or crossing ethical lines. From balcony inspection mandates in California to ADA accessibility assessments and commercial proposal tactics, Tony breaks down how the right credentials open doors—and how to present them so clients stop haggling and start booking.We dig into why maintaining a contractor's license or earning ICC certifications can change your posture in any room, especially with engineers and commercial brokers. You'll hear how a formal proposal—cover, scope, methodology, resume, qualifications, and then price—can “topple the fraction” of buyer expectations and borrow trust from respected organizations. We also tackle the fear of liability head-on, outlining how insurance, clear scope, and rigorous documentation keep risk in check while you expand into mold, balcony, or specialty inspections.For inspectors squeezed by stagnant pricing, we outline a path to higher margins and better exit value: recurring maintenance plans. Think filters, gutters, caulking, dryer vents, vegetation trimming—simple tasks that create ARR and MRR while staying clear of transaction conflicts. Add in regional services like wildfire home hardening backed by NFPA-aligned training, and you've got a diversified, resilient business that wins in any cycle. If you're ready to build beyond the SOP, stack value, and turn credibility into contracts, this conversation shows you where to start and how to scale.Enjoyed the show? Subscribe, share it with a fellow inspector, and leave a quick review to help more pros find these strategies.Check out our home inspection app at www.inspectortoolbelt.comNeed a home inspection website? See samples of our website at www.inspectortoolbelt.com/home-inspection-websites*The views and opinions expressed in this podcast, and the guests on it, do not necessarily reflect the views and opinions of Inspector Toolbelt and its associates.

In episode #329, Ben Murray, The SaaS CFO, breaks down the growing debate around SaaS economics versus AI economics. A recent post claimed that “SaaS metrics are broken” and that traditional KPIs no longer apply to AI companies. Ben challenges this idea and walks through why recurring revenue metrics still matter, how revenue models differ across SaaS and AI, and what CFOs need to understand about gross margin, unit economics, and total addressable market. Key Topics Covered Why claims that SaaS metrics are “broken” are inaccurate The difference between SaaS economics and AI economics Why recurring revenue metrics still apply to AI companies How subscription versus usage revenue impacts KPI calculation Gross margin expectations for SaaS vs. AI companies Whether AI companies truly generate more profit per customer The role of absolute profit versus per-customer economics How AI may expand TAM by targeting labor budgets, not just software budgets How Agentic AI affects financial modeling and cost structures Using ROSE (Return on Software Employees) to evaluate AI-driven ROI What You'll Learn Why SaaS metrics still matter for both SaaS and AI companies How CFOs should evaluate margins, ARR, and revenue quality in AI models The difference between rate-based economics (ARPA, ACV) and volume-based economics (absolute profit) How to think about financial strategy when transitioning from a pure SaaS model to an AI-embedded product model How to assess realistic AI unit economics instead of relying on hype Who This Episode Is For SaaS CFOs and finance leaders evaluating AI investments Founders embedding AI into their product and adjusting their financial models Operators who want a grounded understanding of real AI economics Investors assessing how AI shifts revenue models and margins Related Resources Ben's upcoming deep-dive blog post on SaaS vs. AI economics: TheSaaSCFO.com SaaS Metrics Foundation course for mastering KPI's, ARR, MRR, and unit economics: https://www.thesaasacademy.com/the-saas-metrics-foundation ROSE metric framework for analyzing AI-driven productivity and financial systems: https://www.thesaascfo.com/saas-rose-metric/

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

MY NEWSLETTER - https://nikolas-newsletter-241a64.beehiiv.com/subscribeJoin me, Nik (https://x.com/CoFoundersNik), as I interview Kevin Dahlstrom (https://x.com/camp4), a serial entrepreneur and former CMO of three publicly traded companies, who's disrupting the healthcare industry with his testosterone replacement therapy startup.I reached out to Kevin Dahlstrom because despite being a multiple-time serial entrepreneur, CMO of three public companies, and angel investor in over 50 businesses, he's taking on his boldest swing yet: launching BOLT Health, a direct-to-consumer men's health optimization business in the heavily regulated healthcare space targeting the silent epidemic of low testosterone (low T) affecting millions of men.Kevin's entrepreneurial journey into testosterone replacement therapy (TRT) started with his own health optimization as a committed biohacker. At 54, he now feels better than he did in his 20s, and he built a subscription healthcare business to help other men achieve the same results.Questions This Episode Answers:How did a brand new subscription wellness service achieve $70,000 in MRR in just 5 months without significant paid advertising spend?How can a founder leverage CMO expertise and content marketing to educate customers on controversial or confusing health topics like hormone optimization?How do you structure a medical services organization (MSO) to operate compliantly with doctor-owned entities and compounding pharmacy networks?What makes testosterone replacement therapy such a massive business opportunity for health entrepreneurs right now?Why is the mainstream healthcare system (sick care vs. health care) creating opportunities for cash-pay longevity medicine startups?__________________________Love it or hate it, I'd love your feedback.Please fill out this brief survey with your opinion or email me at nik@cofounders.com with your thoughts.__________________________MY NEWSLETTER: https://nikolas-newsletter-241a64.beehiiv.com/subscribeSpotify: https://tinyurl.com/5avyu98yApple: https://tinyurl.com/bdxbr284YouTube: https://tinyurl.com/nikonomicsYT__________________________This week we covered:00:00 – Intro: Kevin Dahlstrom on launching Bolt Health01:00 – From banking to biohacking03:05 – Why testosterone is foundational for men's health05:22 – The silent epidemic of low testosterone07:47 – Building Bolt: Subscription model and process10:12 – Modern approach: Microdosing and TRT myths12:39 – New research changing testosterone therapy15:06 – Bolt's customer journey and business model19:56 – Why traditional healthcare is broken24:44 – The future of health: Longevity and cash-pay medicine29:34 – The opportunity in modern healthcare innovation33:55 – Authentic marketing and influencer growth36:20 – Why product > marketing early on38:45 – Kevin's edge: Turning passion into business46:03 – Lessons from chasing unicorns vs. building real value

Thinking about raising capital or selling your SaaS company? Your legal readiness can make or break the deal. In episode #326, Ben Murray breaks down what investors and acquirers look for during due diligence — and why preparing your cap table, contracts, IP, and financial systems at least six months in advance is essential to protect your company's valuation and ensure a smooth process. What You'll Learn Cap Table Management: Why tracking every issued share, option, and agreement matters — and how to avoid “email equity surprises.” IP Protection: The critical role of signed IP assignment agreements for employees, contractors, and vendors. Customer & Vendor Contracts: Why detailed MSAs, renewal clauses, and change-of-control provisions are required for investor confidence. Accounting Readiness: How clean, timely accounting — especially a complete MRR schedule (revenue by customer by month) — helps prove the health of your recurring revenue and ARR growth. Sales Tax Compliance: Why sales tax exposure can derail your exit process. Due Diligence Prep: How to build your data room, organize key documents, and present your SaaS business model with clarity. Why It Matters For Founders: Legal gaps can reduce your valuation multiple and slow down the exit timeline. For CFOs: Solid financial systems and clean documentation protect your cash flow and reputation with investors. For Investors: A well-prepared company signals operational maturity and reduces transaction risk. For Operators: Legal readiness supports strategic growth and prevents “deal fatigue” during M&A or fundraising. Resources Mentioned Ben's Blog Post: “SaaS Legal Readiness Checklist” : https://www.thesaascfo.com/why-legal-readiness-can-make-or-break-your-saas-exit/ SaaS Metrics Foundation Course – Learn how to align your financial reporting and recurring revenue metrics for due diligence success. Upcoming Webinar: “Legal Readiness for SaaS Founders — How to Prepare for an Exit or Raise” (details via newsletter)

Your grand opening had 47 cars instead of 470. By week's end, you'd barely hit 400 total. The bank is calling, investors are nervous, and you're wondering what went wrong.Here's the truth: Grand openings don't fail because of bad locations or timing. They fail because operators start marketing AFTER they open instead of BEFORE.The Problem:❌ Most operators flip the switch on opening day and hope people show up❌ They try to create demand after opening (too late)❌ Result: 47 cars on opening day, panic by noon, deflation by closingThe Solution:✅ Build demand for 90-180 days BEFORE opening✅ Open with 5,000+ text subscribers waiting for you✅ Pre-sell 200-500 memberships before washing your first carReal Results:One OptSpot client followed this playbook:Built 8,000 text subscribers before openingPre-sold 274 memberships ($7,000 MRR on day one)Washed 600+ cars on opening day (not 47)The 3-Strategy Framework:1️⃣ Build Your Text Club (Start 6 Months Out)Launch "Join the VIP List" campaignOffer: First wash free + founding member pricingGoal: 5,000-10,000 contacts before opening2️⃣ Pre-Sell Memberships (60 Days Out)Create "Founding Members" offerExample: $24.99/month first year (vs $34.99 regular)Limit to 500 spots for exclusivity3️⃣ Create Countdown Urgency60 days out: "Founding member pricing ends soon"30 days out: "Only 50 spots left"7 days out: "Final call"Opening day: "We're open! Come get your free wash"Already Opened and Struggling?It's not too late. Apply the same strategy:Build your text club NOWLaunch a "Founding Member 2.0" campaignCreate urgency around rate increasesRemember: Grand openings don't happen on opening day. They happen 6 months before.Visit OptSpot.com to schedule a strategy call for custom help. Stop hoping people show up. Start guaranteeing they will.

Starting cheap might feel like a fast way to grow, but it's a trap. Yes, a $5 or $10 plan lowers friction and helps you hit that first sweet MRR...

Monthly recurring revenue is where you stack contracted income to create a paycheck in advanced.Every year I have MRR set months in advance (all the way into the next year!). I can tell you how much money I will make all the way into the end of 2026 is I didn't sell another single thing.This is a MAJOR key to scaling your business, and sustainability as a mom and business owner long term.Stacking MRR gives you flexibility in your marketing, it is one of the biggest strategies behind scaling your business BIG, it helps you step away from the hustle 24/7 mentality, it gives you confidence and PEACE in your business and it allows you to have GO seasons and slow seasons throughout the year without sacrificing income.Learn to scale like a MOTHER with my free masterclass! Click here to get access.

Open Enrollment Reactivation: How Clinics Turn Past Patients into Six-Figure Months (with Jeremy Dupont) In this episode, Doc Danny Matta sits down with Jeremy Dupont (founder of Patch) to break down the most reliable campaign in cash PT: Open Enrollment. They cover simple and advanced playbooks for reactivating past patients, the offers that convert (and why), how to mobilize your team, and what realistic results look like for a growing clinic. Quick Ask Help us move toward our mission of adding $1B in cash-based services to physical therapy—share this episode with a clinician friend or post it on your Instagram stories and tag Danny. He'll reshare it! Episode Summary Low-hanging fruit: Reactivation beats cold lead gen. Past patients already know, like, and trust you—bring them back with a clear, time-bound offer. Timing that works: Run Open Enrollment mid-September to early November to avoid competing with Black Friday and holiday noise. Proven offers: Classic 12 for 10 pack (two “free” visits or a clear $-savings) and a higher-commitment 24 for 20 pack (often on a 3-pay plan) to grow LTV and stabilize MRR. Clinical cadence: Frame packages for twice-monthly visits (habit & outcomes), not “stretch it for a year.” Families often share bigger packs. FSA nudge: “Use it or lose it.” Encourage spending FSA dollars before year-end; HSA rolls, FSA often doesn't. Manual > fancy: Individual reach-outs (text, call, in-person) outperform gimmicks. Emails nurture; humans convert. Team power: Involve providers in personalized follow-ups. Incentives like a Christmas week off can crush goals. Results you can expect: A clinic with an owner + two staff PTs commonly sells 20–30 packages when they execute well. Lessons & Takeaways Offer clarity wins: Know exactly what you're selling and how you'll message savings and value. Context is king: Choose channels and scope based on capacity. Don't flood a full schedule. Nurture all year: A warm list responds; a cold list ignores asks. Give value before you ask. Plan the calendar: Open Enrollment → Black Friday → Holidays → New Year. Map campaigns, staffing, and hiring to demand. Mindset & Motivation It's an ecosystem: Reactivation is part of your hiring, space, continuity, and cashflow strategy—not a one-off promo. Follow-up is a skill: Segmented, human follow-up turns “maybe later” into revenue now. Give, give, ask: Consistent education builds reciprocity. Then earn the right to sell. What Works (Tactical) Simple path (solo or lean): Pick one clear offer (12 for 10), email your list, text/call past patients, and have providers invite current patients who are nearly out of visits. Advanced path (bigger teams): 5–6 email drip over 2–3 weeks, landing page specific to Open Enrollment (not your contact page), track opens/clicks and manually follow up with “warm” engagers. Personalization buckets: Current patients with 2–3 visits left, past patients who finished care recently, old leads who inquired but didn't buy—each gets tailored copy and a direct ask. Motivate the team: Group goals (e.g., hit X packages = Christmas week off). Time off > small cash bonuses. Avoid time wasters: Fancy video email “personalization” tools didn't move the needle. In-person and 1:1 messages did. Notable Quotes “Reactivation is the lowest hanging fruit—people who already trust you just need a clear reason to come back.” “If the last time you emailed your list was last Open Enrollment, don't expect fireworks.” “Less is more: pick the right window, keep the offer simple, and follow up like a pro.” Pro Tips for Owners Define the offer: Choose 12 for 10 or 24 for 20 (with 3-pay). Set the clinical cadence (2x/month). Own the landing page: Dedicated Open Enrollment page with a single CTA—don't dump traffic on a generic contact form. Mine your analytics: Build manual follow-up lists from people who opened multiple times or clicked the CTA. Right-size promotion: If you're at capacity, keep it tight (email + in-clinic). If you're feeding 6–7 PTs, amplify everywhere. Think families: Position bigger packs for active households who'll share visits across the year. Action Items Pick your Open Enrollment dates (target mid-Sept to early Nov) and one offer. Spin up a simple landing page with FAQs and a clear “Talk to Us” form. Segment lists: current (low visits left), past 3–6 mo, old leads. Draft 3 tailored scripts. Schedule a 5-email drip and build warm-engager follow-up tasks for your team. Set a team goal & reward (e.g., holiday week off) and daily scoreboard. Programs Mentioned PT Biz Part-Time to Full-Time 5-Day Challenge (Free): Get clear on your numbers, choose your path to full-time, and build a one-page plan. Resources & Links PT Biz Website Free 5-Day PT Biz Challenge Patch (Strategy Calls & Implementation) Follow Jeremy on Instagram: @_jeremydupont (marketing deep dives & Open Enrollment tips) About the Host: Doc Danny Matta—physical therapist, entrepreneur, and founder of PT Biz and Athlete's Potential. He's helped over 1,000 clinicians start, grow, and scale successful cash-based practices across the U.S.

Learn how to Master Client Retention with Predictive Analytics Instead of Guesswork Things about client retention that most entrepreneurs get wrong: they're flying blind until it's too late. In this game-changing episode, I sit down with our Director of Community, Walker Renfrow, to pull back the curtain on the client retention strategies we've developed through real-world testing, data analysis, and relentless innovation. We're not talking about the same tired advice you'll find everywhere else—this is about moving from reactive churn management to predictive retention analytics that tell you there's a problem before your clients even know they're unhappy. If you're selling into a leaky bucket and wondering why your MRR isn't growing the way it should, this conversation is going to change everything. Walker Renfrow is one of those rare talents who wears many hats and excels at all of them. As our Director of Community at Predictable Profits, Walker has become a catalyst for growth—constantly innovating, solving problems in unique ways, and creating client experiences that don't just retain customers, they turn them into raving fans. With his background in entrepreneurship and experience across manufacturing, construction, and business coaching, Walker brings a creative, data-driven approach to retention that you won't find in any textbook. He's an artist in both his personal life as a singer and in his professional world, looking at challenges from angles most people never consider. KEY TAKEAWAYS: Selling into a leaky bucket caps your MRR—retention is just as critical as sales for growth. NPS surveys alone won't cut it—low response rates and shallow data won't move the retention needle. Your team can't give accurate client health assessments—their incentives are misaligned to paint rosy pictures. Quarterly interviews by a third party (not the account manager) get you the honest feedback that drives real change. Relationships + Results = Retention—most businesses focus only on results and ignore relationships entirely. Use red/yellow/green client scoring: 75% green, 20% yellow, 5% red—zero red means you're lying to yourself. Track behavioral metrics (attendance, implementation, engagement) to predict churn before it happens—not after. Community is your AI-age defensibility—authentic human connections become irreplaceable as everything else gets commoditized.   Growing your business is hard, but it doesn't have to be. In this podcast, we will be discussing top level strategies for both growing and expanding your business beyond seven figures. The show will feature a mix of pure content and expert interviews to present key concepts and fundamental topics in a variety of different formats. We believe that this format will enable our listeners to learn the most from the show, implement more in their businesses, and get real value out of the podcast. Enjoy the show. Please remember to rate, review and subscribe to the podcast so you don't miss any future episodes. Your support and reviews are important and help us to grow and improve the show. Follow Charles Gaudet and Predictable Profits on Social Media: Facebook: facebook.com/PredictableProfits Instagram: instagram.com/predictableprofits Twitter: twitter.com/charlesgaudet LinkedIn: linkedin.com/in/charlesgaudet Visit Charles Gaudet's Wesbites:  www.PredictableProfits.com www.predictableprofits.com/community https://start.predictableprofits.com/community

On today's episode I'm sharing whether or not I hit my profit goals for September, what I'm projecting for October, and what my plans are looking like for 2026. Conduct your own monthly profit reports with my free template at notavglaw.com/profitreport September Projections vs. Actual • Contract Club: $3,000 → $2,100• Unf*ck Your Biz $2,000 → $2,000• Profit Rx $7,000 → $6,500• Compliance Club $1,500 → $700• Monthly Clients: $4,500 → $3,350• Trademarks $7,000 → $6,500• Other: $1,000 → $1,700Total: $21,500 → $20,500• 1:1 Services: $2,500 → $5,050• Other: $4,000 → $2,100 Profit Revenue: $20,500Cost of Goods: $3,500Expenses: $4,600Owner Profit: $12,500Salary: $7,000Business Profit: $5,550 Additional Notes: Savings Goals: $25,000 Currently, almost, to $21,000. Hoping to hit $25,000 by the end of this month. I've taken about the whole year. Then, the goal is to pay off my car I just bought earlier this year. Current balance owed is $30,000. I think I can get half way there by the end of the year. And then wrap that up in Q1. After that, I want to build the business savings up to about $50,000 before I start on big personal goals. October Projections Contract Club: $2,000Unf*ck Your Biz: $0Profit Rx: $2,000Compliance Club: $700Monthly Clients: $4,500Trademarks: $8.000Other: $1,000Total: $18,200 The Future of the Business I'm already looking ahead to 2026. We want to finish this year strong and shoot for $400,000 in revenue, but I'm thinking more about the long-term sustainability of the business rather than planning for another big launch or two. It's all about income consistency. How I want to achieve income consistency • Continue to grow the trademark side of the business with the trademark monitoring service, Trademark Rx• Continue to grow (the new) Profit Rx• UYB and the alumni program• And continue to use the Contract Club to bring in leads.• Use the Compliance Club as an upsell. 2026 Goal: $15,000 MRR

Even small errors in your MRR schedule can have a massive impact on your retention metrics, and in due diligence, that can destroy investor confidence. In episode #318, Ben Murray explains why gaps in your monthly recurring revenue (MRR) schedule create inaccurate gross revenue retention (GRR) and net revenue retention (NRR) results — and how poor invoicing and renewal practices are often the root cause. You'll learn how to identify, fix, and prevent these gaps so your SaaS financial reporting and valuation metrics remain accurate and investor-ready. What You'll Learn ✅ What causes gaps in your MRR schedule (and how to spot them). ✅ How MRR gaps distort your retention, expansion, and churn calculations. ✅ Why these data issues raise red flags in due diligence. ✅ How to align renewal dates, contracts, and invoicing to eliminate data breaks. ✅ What a clean, accurate MRR waterfall should look like for SaaS and AI companies. ✅ Why you need at least three years of clean retention data before a fundraise or exit. Why It Matters For CFOs & Finance Teams: Gaps cause misleading GRR/NRR trends that erode trust in your data. For Founders & CEOs: Bad MRR data can hurt company valuation and slow down fundraising or acquisition. For Investors: Clean MRR schedules provide transparency into predictable revenue and retention strength. For Accountants: Accurate MRR waterfalls enable stronger financial modeling and forecasting. Resources Mentioned SaaS Metrics Foundation Course: https://www.thesaasacademy.com/the-saas-metrics-foundation Quote from Ben “If there are gaps in your MRR schedule, your retention story falls apart — and investors will notice.”

1. オープニングトーク 「アメリカお医者さん体験記」2. “What's Happening America” 〜どうなってんのよアメリカ〜  (1) 解熱鎮痛剤「タイレノール」で自閉症のリスクが増大!?・トランプの「世紀の発表」・ロバート・F・ケネディJr.と自閉症・MRRワクチンは危険!?・科学者の反発(2) 政府が7年ぶりに閉鎖！連邦議会で予算案が可決されず！・閉鎖の理由・つなぎ予算案も可決ならず・今後の見通しと停止されるサービス(3) スーパーボウルのハーフタイムショー、来年はバッドバニーに決定！・バッドバニーとは？・ラテンの影響力と一部の人々の懸念・ICEの脅威3. Saku's Weekly Update 「おじさん」4. Saku's Weekly English 今週の英語：Hot To Go 5. Ask Saku リスナーの皆様からのお便りのコーナーご支援、投げ銭はこちらからPay Pal : saku39yanagawa@gmail.com英会話レッスンのお申し付けもsakusradio@gmail.comまで作：Saku Yanagawa出演：Saku Yanagawa

Send us a text

Designer-turned-entrepreneur Phil Franks (Nucleus Creative; Owl & Key) joins Rodric to unpack what he learned building for brands like Hilton, Panda Express, and Victoria's Secret—and why the real unlock in any business is people, process, and presence. Phil shares how becoming a dad pushed him to leave agency life, the SOP mindset he now “lives and dies by,” and why modular construction has him excited to build tighter, faster, and smarter. They trade notes on coaching, niche focus, CAC-thinking for builders, and the difference between hiring as an expense vs. an investment. If you're stuck doing $600/hour tasks for $0/hour outcomes, this one is a breath of fresh air—and a nudge to get out of your own way.Timestamps & Topics00:00 – 02:15 Meet Phil: agency roots, early web, learning under the hood of big brands.03:05 – 07:30 Fatherhood reframe → leaving the agency; building a family “office” with two companies.09:04 – 12:30 What big brands taught him: SOPs, repeatability, and “people architecture.”13:50 – 16:00 Rodric's $600/hr test and the shift from building houses to building people.18:22 – 21:10 Why modular/panelized is compelling; finding the right GC to protect margin.21:46 – 24:25 Listener Q: “What are you chasing?” Phil on alignment through seasons.25:05 – 29:50 Coaching, circles, and picking clients (and when to walk away).30:57 – 37:45 Ground zero → $65k MRR: brand, offers, and niche clarity for builders.36:47 – 40:40 Niche > noise; using CAC to think like a modern builder.HighlightsSOPs aren't paperwork—they're profit protection and peace of mind.Build “people architecture” before you scale product or projects.Delegate anything below your target hourly value; stay in your $600/hr lane.Modular/panelized can compress timelines—if your on-site team truly understands the system.Niche wins: speak to one bleeding-neck problem for one person.Think CAC, not “free referrals”—paying great partners can be your best deal flow.Pull Quotes“Things have to flow. People have to know how they work, and they have to be repeatable.” —Phil“You've got to go from building houses to building people.” —Rodric“Niche feels counterintuitive—until it works.” —Phil & Rodric“What are you chasing? For me, it's alignment in this season.” —PhilGuestPhil Franks — Co-founder, Nucleus Creative (brand/digital) & Owl & Key (leadership & life design). Find him at nucleuscreative.co and owlandkey.co.Links/Resources

En este episodio de Indie vs Unicornio nos metemos en los secretos que mueven al mundo emprendedor y a la inteligencia artificial. Contamos la historia de cómo ChatGPT pasó de side project a producto récord con 100 millones de usuarios, y debatimos el concepto de “stochastic parrots” y los riesgos de entrenar IA que repite sin entender.Si sos founder o trabajás en startups, este capítulo es oro: desarmamos las métricas que realmente importan para tu negocio (ARR, MRR, burn rate, revenue por empleado, churn, leads de calidad) y te mostramos los errores más comunes al hacer updates a inversores: métricas de vanidad, pivots sin rumbo, rondas puente, silencio de radio o narrativa sin números.También exploramos el futuro de los navegadores con IA embebida (el caso ARK y su compra por Atlassian) y charlamos sobre cómo Cristóbal está usando Kickstarter para lanzar su libro, incluyendo historias internas sobre Meta, Mark Zuckerberg, Sheryl Sandberg y Javier Oliván y cómo se construye poder dentro de una big tech.Un episodio cargado de ejemplos, aprendizajes y tendencias para founders, emprendedores, developers e inversores que quieren entender cómo se construyen productos masivos y compañías sanas en 2025.Links del episodio:AI Anthropic: https://www.axios.com/2025/09/17/ai-anthropic-amodei-claudeMeasure what matters: https://www.goodreads.com/book/show/39286958-measure-what-matters?ac=1&from_search=true&qid=Tvo04ob34h&rank=1EOS: https://www.eosworldwide.com/Traction, Get a Grip on Your Business: https://www.goodreads.com/book/show/18886376-tractionGet a Grip: https://www.goodreads.com/book/show/13586952-get-a-gripAtlassian aquires The Browser Company: https://www.cnbc.com/2025/09/04/atlassian-the-browser-company-deal.htmlPredicciones de

Many usage-based companies like Twilio don't disclose ARR as their North Star metric. So, what do they track instead to communicate growth and efficiency to investors? In episode #314, Ben Murray shares his research from 10-Q filings, press releases, and earnings calls to uncover the seven most common financial metrics that usage-based companies highlight. From revenue growth and gross margin improvements to AI adoption and RPO (Remaining Performance Obligations), you'll learn what matters most to analysts, investors, and acquirers when ARR isn't the headline. This is a must-listen if you're building a usage-based business model and want to understand how to position your company for valuation and fundraising success. What You'll Learn Why many usage-based companies don't lead with ARR or MRR. The 7 key metrics How AI adoption is becoming a narrative driver in earnings calls. Why RPO is gaining importance as a measure of forward visibility and future revenue. Why It Matters For Investors: These metrics provide confidence in growth and scalability, even without ARR disclosures. For Founders: Tracking and segmenting these numbers helps communicate the right story to Boards and potential buyers. For Valuation: Metrics like RPO and NRR are increasingly driving company valuations in usage-based models. For Finance Leaders: Understanding which financial systems and SaaS metrics to track ensures more effective reporting and better alignment with investors. Resources Mentioned The SaaS Metrics Academy: https://www.thesaasacademy.com/ Quote from Ben “If usage-based companies aren't tracking ARR, what are they tracking? The answer is seven key metrics that investors want to see — from gross margin to RPO.”

If you want your agency to scale, you can't stay stuck doing all the sales yourself; you need a salesperson. But here's the challenge: most agency owners freeze when it comes to structuring sales compensation. That's why in this episode, we break down a five-part sales compensation playbook designed specifically for agencies. You'll learn the exact framework to motivate sales reps, align incentives with long-term client retention, and keep your sales process scalable from on-target earnings to quota setting, commission structures, ramp periods, and performance bonuses. We'll walk through it all with real-world examples and numbers. Whether you're hiring your first salesperson or restructuring your current team, this episode gives you the proven blueprint to get it right. What You'll Learn in This Episode Why rewarding results over effort drives stronger performance. How to balance base salary and commission for optimal motivation. The benchmark quotas agencies should expect from a fully ramped rep. A smart commission structure that prioritizes recurring revenue and client retention. The importance of ramp periods and how to set realistic expectations. Bonus and incentive structures that boost morale and retention without breaking your margins. Episode Highlights On-Target Earnings (OTE): Why the 50/50 split of base + commission works for agencies. Sales Quotas: Typical ranges ($10K–$20K/month MRR) and how to adapt them. Commission Plan: 5% for the first 12 months, 1% for the next 12, zero after that. Ramp Period: Why it takes 4–6 months for a new rep to hit quota. Bonuses & Incentives: How $15K–$25K annual bonuses inspire overachievement. ⏱ Episode Chapters 00:00 Why Agencies Need a Salesperson00:30 The Five-Part Compensation Playbook Overview01:15 Core Principles for Compensation 02:00 Part 1 – On Target Earnings (OTE)03:00 Part 2 – Sales Quota03:45 Part 3 – Commission Structure (5% - 1% Model)05:00 Part 4 – Ramp Period06:00 Part 5 – Bonuses & Incentives07:15 Why This Works for Agencies08:00 How to Get the Free Sales Compensation Playbook Why This Matters for Agency Growth This isn't theory, it's the same compensation structure that helped agencies scale revenue without burning out their founders. Done right, it attracts money-motivated sales talent, keeps them focused on recurring revenue clients, and builds a scalable, predictable growth engine for your agency. Resources & Next Steps

850 Episodes In: 8 Lessons That Actually Move Your Business In this milestone episode, Doc Danny Matta reflects on 8+ years and 850 podcasts—what stuck, what changed, and what really matters if you want a durable, thriving cash-based PT business. From showing up consistently to building systems and recurring revenue, Danny lays out the playbook he wishes he had at the start. Episode Summary Consistency pays: Two episodes a week for 8+ years—compound impact over time. Origin story: From the Doc & Jock days to PT Entrepreneur, content created demand and clarity. The big mission: Add $1B in cash-based PT services; current community revenue already in the hundreds of millions. Clinic as a lab: Athletes' Potential evolved into a testing ground for systems shared with clients. Real talk on founder life: Leadership is lonely; sleep is non-negotiable; trolls don't pay the bills. What's next: More clinic tours, more stories, and a push toward a “no-brainer” clinic model for owners and staff. 8 Key Lessons Start before you're ready: Perfect timing is a myth—get moving and adjust. Content creates connection: Share values and useful guidance; consistency builds trust. Systems > motivation: Processes keep output steady when motivation dips. Leadership is lonely: Find a peer group; don't dump everything on your spouse. Recurring revenue changes everything: Stabilizes cash flow and deepens client outcomes. Protect sleep: Chronic deprivation wrecks health, judgment, and relationships. Trolls don't pay the bills: Ship the work; let your reputation and community speak. Delay gratification: Don't move the goalposts—bank the delta to build real freedom. Pro Tips You Can Use Today Document & delegate: Write the steps for your recurring tasks; hand off one this week. Publish on a schedule: Pick a cadence (e.g., weekly) and protect it like a patient slot. Add continuity: Offer a simple monthly performance/maintenance option for appropriate patients. Sleep floor: Set a personal minimum (e.g., 7 hours) and design evenings to hit it. Owner circle: Book a monthly coffee with 2–3 local entrepreneurs; talk shop and stress. Hold lifestyle creep: Keep expenses at the old income level for 12 months; invest the spread. Notable Quotes “The power of showing up is huge. Be a consistent person—it's rare.” “Systems beat motivation ten out of ten—motivation will wane.” “Recurring revenue stabilizes your business and changes patient lives.” “Trolls don't pay the bills—ship the work and help your people.” “Don't move the goalposts. Delay gratification to build real freedom.” Action Items Create a simple content system: topic list → record → edit → post → email/social. Launch one continuity offer (monthly check-in or performance session) for eligible patients. Block a consistent sleep window on your calendar for the next 30 days. Schedule a standing monthly founder meetup (90 minutes) with peers. Track one metric for 8 weeks (e.g., continuity MRR or weekly content cadence) and review. Resources & Links PT Biz Website Free 5-Day PT Biz Challenge PT Biz YouTube (clinic tours & episodes)

Oracle's stock recently jumped 37% — and the driver wasn't just revenue growth or earnings per share. The market reacted to one SaaS metric: RPO (Remaining Performance Obligations), which surged 359% year-over-year. In episode #312, Ben Murray explains the RPO metric, how it's calculated, and why investors are paying close attention to it. From Oracle's $455B backlog to Snowflake's disclosure practices, you'll learn why this metric is becoming more important for both public and private SaaS companies. If you want to improve your investor metrics and maximize your company valuation, RPO should be on your radar. What You'll Learn What RPO is (Remaining Performance Obligations) and how it's calculated. Why RPO is a leading indicator of future revenue and business model stickiness. How Oracle's massive RPO growth drove its stock surge. How public companies like Snowflake define and disclose RPO. Why private SaaS companies should start tracking RPO alongside ARR, MRR, and retention. How RPO supports investor confidence in fundraising and exit conversations. Why It Matters for SaaS Operators & Investors Investor metrics such as RPO create visibility into future revenue streams. RPO growth signals stronger customer commitment and drives higher valuations. Private SaaS companies can use RPO as a complement to retention metrics when preparing for fundraising. Resources Mentioned

Ep. 180 features Zach Wick from BtrBet, which is a SaaS platform offering a white-labeled tool stack for sports betting creators to manage content, engage audiences, and monetize their communities.   Hear him discuss: • How legal sports betting in Ohio sparked his idea to build a personal betting tracker • The pain points of spreadsheets and the inspiration behind automating bet syncing and analysis • The evolution from a consumer app to a full-stack community tool for content creators • How BtrBet users are building engaged communities on their own branded domains • The business model built around tool subscriptions, with creators keeping 100% of their affiliate revenue • One creator's story of hitting nearly $1,000 MRR within one week of launching on BtrBet • Key lessons from joining Stripe as employee ~250 and watching it grow to over 8,000 people • Why BtrBet is bootstrapped, and how they're nearing profitability solely through revenue • The challenges of running a lean two-person startup and what he wishes he knew before founding   Catch the video version of this episode here.   Learn more

In this empowering episode of The Gold Standard: Making Millions with Mother Malia, Mother Malia dives deep into a challenge every entrepreneur and visionary faces: dealing with “haters.” While she doesn't love the word, it's a reality in the online space and business world. Instead of letting negativity derail your mission, Mother Malia shares how to rise above, stay anchored in your purpose, and keep your momentum strong. With over 21 years of mentorship experience, Mother Malia offers timeless wisdom to help you shift from fear and self-doubt into confidence and clarity. Whether you've faced criticism, judgment, or projection from others, this conversation will give you the mindset and tools to keep moving toward your millions without hesitation. What You'll Learn in This Episode: ✨ Why “haters” show up and what their behavior really says about them ✨ How to avoid putting your mission on pause out of fear of criticism ✨ The key mindset shifts that help you rise above drama and distraction ✨ Practical steps to keep your energy focused on your purpose and growth ✨ How to use negativity as fuel for deeper alignment and success Memorable Quote from Mother Malia: “Far too many people put their passion on hold because they're bracing for negativity. Your mission is bigger than their antics.” Tune in now to The Gold Standard Podcast and discover: Libsyn: https://jenniferlongmore.libsyn.com/  Spotify: https://open.spotify.com/show/3KAqK4RuGonXt7PaLOf618?si=be00b14b83044074  Apple Podcast: https://podcasts.apple.com/us/podcast/the-gold-standard-making-millions-with-mother-malia  Youtube:    https://www.youtube.com/@MotherMaliaTheGreatMother    P.S. If you see yourself as a sovereign, new earth leader ready to generate five figures in MRR by creating new income streams beyond your business, come join the conversation in my new Facebook group     About Our Host - Jennifer Longmore / 8 Figure Mentor, Founder of the #1 Akashic Record Training School & Clear Channel for Mother Malia Jennifer is an award winning CEO, 12 time best selling author and built the #1 Akashic Record Training School in the world before shifting into becoming Mother Malia. Over the past 20 years, her school has certified over 100,000 consultants in over 100 countries and has been translated into 5 languages. She is also a clear channel for Mother Malia: The Great Mother who comes to earth during times of great transition, like the collective ascension we are experiencing now. She is here to restore the original codes of The Land of The People, to reawaken the gold codes as they were intended, and support as many light leaders as possible elevate into their sacred mission and allow in millions to fuel the spread of their sacred gifts. When she is not channeling and providing high level strategic guidance to light leaders, you can find her enjoying trips with her family, hikes with her dog, or tending to her 100+ rare plant collection. Learn more:  Website: mothermalia.com  Instagram: https://www.instagram.com/jenniferlongmore/  Facebook: https://www.facebook.com/jlongmore/  Linkedin: https://www.linkedin.com/in/souljourneyexpert/   

Send us a textScaling past seven figures shouldn't mean sacrificing your health, family, or freedom. Yet too many agency owners find themselves buried in broken systems, unclear handoffs, or team bottlenecks that steal time and drain margins.That's why I invited John Henao, Founder & CEO of Go Staffy and eWiser, who scaled his own digital agency to seven figures with a fully remote Colombian team. In this episode, John and I unpack how agency freedom comes not from chasing revenue, but from building sustainable systems, leveraging AI-ready teams, and making the right next hire at the right time.You'll hear how he grew from $15k MRR to seven figures in just over two years, why profit without freedom is a trap, and how to redesign operations so they stop breaking every time you hit a new revenue level. If you've been searching for practical strategies to reduce burnout, delegate smarter, and scale profitably, this episode gives you the blueprint.Books MentionedThe 7 Habits of Highly Effective People by Stephen R. CoveyMake Your Bed by Admiral William H. McRavenAtomic Habits by James ClearThe BibleConnect with John Henao on Instagram or Facebook at John Henao, or visit GoStaffy.com to explore how his team can help your agency scale sustainably. Keep an eye out for his upcoming book The Freedom Agency and his new podcast Go Accomplish More.Join Dr. William Attaway on the Catalytic Leadership podcast as he shares transformative insights to help high-performance entrepreneurs and agency owners achieve Clear-Minded Focus, Calm Control, and Confidence. Free 30-Minute Discovery Call:Ready to elevate your business? Book a free 30-minute discovery call with Dr. William Attaway and start your journey to success. Special Offer:Get your FREE copy of Catalytic Leadership: 12 Keys to Becoming an Intentional Leader Who Makes a Difference. Connect with Dr. William Attaway: Website LinkedIn Facebook Instagram TikTok YouTube

The CAC payback period is one of the most important SaaS metrics — and a top investor metric used in boardrooms, fundraising, and valuation discussions. But here's the nuance: which gross profit should you use when calculating it? In episode #307, Ben Murray explains why CAC payback must be gross margin adjusted and why using your company's total blended gross margin is a mistake. Instead, you'll learn how to align ARR, MRR, and revenue streams with their specific gross profit to get an accurate picture of sales efficiency and scalability. This lesson is especially critical for scaling SaaS and AI businesses as miscalculations here can distort your financial model, mislead investors, and even impact your company's valuation. What You'll Learn Why CAC payback is a must-have metric in your financial dashboard. The correct gross profit to use in CAC payback calculations. How to calculate CAC payback when you have multiple revenue streams (subscription, usage, services, hardware). Why large SaaS companies may need segmented CAC payback periods for different products or business units. How an accurate accounting foundation prevents “accounting debt” that complicates metrics and valuation later. Why It Matters Investors rely on CAC payback to judge efficiency and growth potential. Using the wrong gross profit skews results and undermines trust in your financial metrics. Clean accounting systems and segmentation enable accurate benchmarking, which strengthens your story in fundraising and valuation discussions. Resources Mentioned

Does your retention data feel off—or even meaningless—because of catch-up invoices, credit notes, or daily revenue recognition? In episode #301, Ben Murray explains how proper revenue recognition practices can sometimes interfere with clear retention reporting and what SaaS operators can do about it. Learn how to build a pro forma MRR schedule that strips out accounting noise and gives you clean, consistent retention metrics you can actually rely on. What You'll Learn Why revenue recognition can distort retention metrics, even if your accounting is correct The difference between GAAP-based MRR and a pro forma MRR schedule How Ben built and used a pro forma model during a private equity exit process How to build your own pro forma MRR schedule using invoice data The critical role of invoice data as your source of truth Tools & Resources BackOfficeTools App: Upload your invoice data and generate retention metrics. Check out the tutorial here to learn more and sign up: https://www.thesaasacademy.com/offers/zz3ZR2WL Key Quote from Ben “We still follow proper revenue recognition, but when it comes to retention, sometimes we need a second view. A pro forma MRR schedule helps us cut through the noise.”

Would you like access to our advanced agency training for FREE? https://www.agencymastery360.com/training Buying another agency sounds like a shortcut to scale — but if you skip the wrong step or miss the wrong promise, you might inherit more problems than profit. But how do you actually approach due diligence to ensure a seamless, profitable acquisition? Today's featured guest learned these lessons the hard way. What started as a promising deal quickly revealed cracks, forcing him and his partner to navigate unexpected challenges to pull the agency through. In the process, he discovered the key questions you must ask before buying another agency and the hidden details that can make or break your investment. If you're an agency owner thinking about using acquisitions as a growth strategy, today's conversation will equip you with real-world insights to avoid costly mistakes and set your agency up for a smoother, successful expansion. Matt Marchetta is an agency owner with two decades of experience who recounts his journey in the industry, from starting his first web design business in high school to pivoting into e-commerce and ultimately becoming a digital nomad. He teamed up with a partner to acquire Growth Labs, a lead generation shop focused on outbound. He goes over some of the challenges and crucial lessons learned during the acquisition process, particularly concerning due diligence, unforeseen client guarantees, and the original owner's significant personal brand influence on the agency's client base. In this episode, we'll discuss: Why buy another agency in the first place? Due diligence traps that cost real money. The ROI guarantee that almost blew up the deal. 4 questions you must ask before your next acquisition Subscribe Apple | Spotify | iHeart Radio Sponsors and Resources This episode is brought to you by Wix Studio: If you're leveling up your team and your client experience, your site builder should keep up too. That's why successful agencies use Wix Studio — built to adapt the way your agency does: AI-powered site mapping, responsive design, flexible workflows, and scalable CMS tools so you spend less on plugins and more on growth. Ready to design faster and smarter? Go to wix.com/studio to get started. From Solo Hustle to Ecom Growth Machine Matt started his agency journey as a kid who just wanted to work for himself and quickly learned the hard way—like many do—that running a business isn't just about being good at the work, it's about learning the business of business. It's a time he remembers fondly as a great foundation for his business education. He pivoted early from generalist design and dev work into e-commerce, riding that wave as it grew. Over time, he layered in Facebook ads, video production, and photography to support product marketing for his clients. And while many were stuck in offices, Matt was ahead of the curve, running remote from day one, carving out a lifestyle business that let him travel, stay flexible, and keep agency life fun. In fact, he never thought seriously about the possibility of selling his agency, since it's something he really enjoys doing and didn't think he'd ever get an offer that would compare to what he thinks it's worth. Why Buy an Agency? So why would a guy who loves the freedom of his own agency buy another one? Simple: leverage and evolution. Matt and his current business partner decided it was time to level up their respective agencies. They were both tired of being generalists and saw an opportunity to specialize, automate, and potentially transition out of day-to-day client grind by acquiring a business with the right foundation. They didn't go hunting for a big fish they couldn't afford. Instead, they targeted a sub-seven-figure agency they could buy at a fair multiple, with the goal of systemizing and growing it. Enter Growth Labs, an outbound lead gen agency specializing in cold email marketing. What They Looked For Before the Purchase Matt and his partner moved fast but smart: Profit and Loss: They dug into five years of P&Ls, noticing the typical COVID spike, post-spike drop, and finally profitability as the owner prepared to sell. Adbacks Reality Check: The books had plenty of “personal expenses” that, once removed, showed a clearer, stronger profit picture. Pipeline and Clients: They signed an NDA to peek at client lists, learning that the agency's lead gen often came from the owner's personal brand and reputation—great for credibility, but also something they'd need to replace with systems. Recurring vs. One-Off: They checked churn, recurring revenue, and how the business handled its leads and delivery so they wouldn't be buying a leaky bucket. Fast Close, Strategic Future In true operator fashion, Matt and his partner put in an offer quickly (about three weeks after initial discussions) and agreed on a 1.3x EBITDA multiple. They wanted the former owner to stick around for a transition period, ensuring continuity while they layered in their own systems and strategic direction. Everything looked clean. The seller had a strong personal brand. The books checked out (after adbacks). The plan was clear: earnout over three years, phased transition, and keep the seller involved for 12 months to ensure smooth client handoff and he agreed to do it. Then the cracks appeared. The ROI Guarantee Bomb While poking around Slack before the official handover, Matt found discussions about an ROI guarantee with a disgruntled client. The seller brushed it off as a “Horoszi-level mistake from years back.” No big deal, right? Wrong. Turns out, most new client contracts still included these ROI guarantees—often unwritten, often unenforceable, and often unrealistic. Combine that with underperforming cold email campaigns, and you have a recipe for churn, complaints, and a legal minefield. What was supposed to be a 2-month campaign turned into 12-month obligations with clients expecting a magical ROI that the agency couldn't verify, let alone control. 4 Lessons Matt Learned (So You Don't Have to) In hindsight, Matt admits they moved too fast. A few weeks wasn't enough because due diligence should take longer than you think. His advice for agency owners is not to feel pressured—take the time to ask uncomfortable questions and look for patterns and keep these 4 aspects in mind: Don't just check contracts. Check promises. Matt discovered clients were sticking around for the wrong reasons—and the wrong terms—due to handshake promises that should've been flagged during due diligence. Thoroughly analyze client data and churn patterns. Analyze the available metrics to determine whether or not clients are actually reaching goals. In his case, Matt found that using AI would've helped him uncover that consistent MRR masked a perfect churn pattern: lose three clients, gain three clients, every month. AI could've shown these patterns in minutes. Expect that when the seller leaves, 80-90% of their lead gen leaves with them. If the agency's pipeline depends on the owner's personal brand, you need a plan to replace that before you wire funds. Dig deeper into why the seller is selling—and why they started. Was the agency a real business solving a real need, or just a personal brand ATM for the founder? That origin story tells you how the business was run and what baggage you're buying. The Silver Lining Was it all doom and gloom? Nope. Matt discovered that despite the outdated “spray and pray” cold email approach, the agency's foundations were solid: a capable team, strong email infrastructure, and processes that could be upgraded with AI personalization and scalable systems. Instead of throwing in the towel, Matt is now rebuilding Growth Labs into a smarter, tech-enabled lead-gen agency aligned with the future, not the past. And despite the headaches, Matt and his business partner are still hungry for more acquisitions, now with clear systems and smarter questions in hand. They're even considering rolling up a group of specialist agencies as their next move. Do You Want to Transform Your Agency from a Liability to an Asset? Looking to dig deeper into your agency's potential? Check out our Agency Blueprint. Designed for agency owners like you, our Agency Blueprint helps you uncover growth opportunities, tackle obstacles, and craft a customized blueprint for your agency's success.

How do usage-based SaaS companies convert transactional or variable revenue into Annual Recurring Revenue (ARR)? Episode #299 gives you a practical framework for presenting usage-based ARR to your Board, investors, and internal teams with clarity and confidence. After manually reviewing hundreds of public filings and investor materials, Ben Murray breaks down the real-world methods used by companies like Confluent and Datadog to turn usage into ARR. What You'll Learn The most common method for usage-based ARR The second most common method How these methods compare to traditional MRR x 12 for subscription models Why ARR is often used as a North Star Metric and how transparency is improving across SaaS companies. Resources Mentioned Webinar Replay & Slide Deck (~59 slides): Get definitions, examples, and real ARR formulas from leading SaaS companies: https://www.thesaasacademy.com/offers/zz3ZR2WL Ben's Research Process “Over 100 hours of manual research. I tried using AI—OpenAI couldn't handle it. I had to read the filings myself. These ARR methods are backed by real-world data from public SaaS companies.”

#496 Wish you could peek behind the curtain of a local SEO agency? Now's your chance! In this episode, host Brien Gearin interviews James Lincoln, owner of Goodly Growth, a digital marketing company specializing in local SEO, and founder of Digital Side Hustle Academy. James shares his raw, unfiltered journey from a psychology graduate to building a successful digital agency and the lessons he learned along the way. They dive into the challenges of starting an agency, scaling from zero to $50k MRR, and the realities of managing a sales team. James emphasizes the importance of mastering the basics, staying resilient through setbacks, and continuously learning by doing. Plus, they explore the concept of reaching new levels in business and what it takes to keep growing. Tune in for insights, advice, and practical strategies from someone who's been through the trenches and came out on top! (Original Air Date - 10/18/24) What we discuss with James: + From Psych Grad to Agency Owner: James's path into digital marketing + Scaling to $50k MRR: Strategies for growing Goodly Growth + Building a Sales Team: Lessons from hiring and training + Time Management Challenges: Balancing a job, MBA, and business + Specializing in Local SEO: The benefits of focusing on niche services + Understanding Customer LTV: Navigating growth plateaus and retention + Resilience & Learning by Doing: Turning setbacks into growth opportunities + Launching Digital Side Hustle Academy: Helping others start digital agencies + Advice for Entrepreneurs: Importance of persistence and mastering basics + Balancing Work & Life: Insights on managing family and business Thank you, James! Check out Goodly Growth at ⁠GoodlyGrowth.com⁠. Connect with James on ⁠Twitter⁠ or at james@goodlygrowth.com. Watch the ⁠video podcast⁠ of this episode! To get access to our FREE Business Training course go to ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠MillionaireUniversity.com/training⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. And follow us on: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Tik Tok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Youtube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ To get exclusive offers mentioned in this episode and to support the show, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠millionaireuniversity.com/sponsors⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. Want to hear from more incredible entrepreneurs? Check out all of our interviews ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠! Learn more about your ad choices. Visit megaphone.fm/adchoices

We just wrapped our last-ever launch of WAIM Unlimited. All while 7 months pregnant, grieving the loss of two family members, troubleshooting a broken-down car, a 5-hour medical snafu, and somehow still exceeding our high goal for our launch. Let's break it all down.In this episode, we're going to cover:What actually worked (and didn't) across email, Instagram, affiliates, YouTube, and moreA surprise takeaway about boosting IG ReelsThe total revenue, MRR, and where we spent moneyHonest reflections on marketing, momentum, and managing real life during a major launchIf you're curious about what went into a “final launch” of a signature program, the tactics, the lessons, and everything we did to beat our high goal this one is for you.***

Romain Torres bootstrapped ARCads.ai from zero to $6 million ARR in just 16 months with only 5 employees, achieving an extraordinary $1.2 million in revenue per employee while staying completely profitable. He launched in January 2024, hit $5,000 MRR in his first week, crossed $1 million ARR by June 2024, and recently added $1 million in new ARR in a single month between April and May 2025. His secret weapon is an arsenal of over 100 AI agents built in Gumloop that automate everything from competitor research to content creation, allowing his tiny team to serve 4,000+ customers and compete with much larger organizations. In this episode, Romain screen-shares his actual Gumloop dashboard and reveals exactly how he built AI agents that scrape competitor ads, automatically rewrite copy, and send daily Slack alerts with replication opportunities—plus his three-channel growth strategy that's driving $500,000+ in monthly recurring revenue.

Jake Mor is the founder of Superwall (superwall.com), a mobile app paywall platform that generates $3.6 million ARR with just 12 employees by powering over 100 million paywall views monthly for 3,000 customers. His company processes $25-50 million in customer revenue each month and has built over 4,000 custom paywalls while facilitating 4-5 million new user conversions monthly across their customer base. Jake reveals his exact hybrid PLG-to-enterprise strategy that starts customers at $200-300 monthly on self-serve plans then graduates them to $1,000-1,500 negotiated enterprise deals, plus his AI demand scoring system that delivers 20-30% revenue lifts overnight for apps generating $5-10 million MRR. In this episode, Jake breaks down how 2 lines of code became a $3.6 million business, his white-glove onboarding process that takes over customer paywalls for 4 weeks to prove value, and the failed experiment database that helps customers avoid costly mistakes while achieving conversion rates of 20-30%.