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Why Customer Success Can't Be Automated (And What AI Can Actually Do) In this special year-end episode of the FutureCraft GTM Podcast, hosts Ken Roden and Erin Mills sit down with Amanda Berger, Chief Customer Officer at Employ, to tackle the biggest question facing CS leaders in December 2026: What can AI actually do in customer success, and where do humans remain irreplaceable? Amanda brings 20+ years at the intersection of data and human decision-making—from AI-powered e-commerce personalization at Rich Relevance, to human-led security at HackerOne, to now implementing AI companions for recruiters. Her journey is a masterclass in understanding where the machine ends and the human begins. This conversation delivers hard truths about metrics, change management, and the future of CS roles—plus Amanda's controversial take that "if you don't use AI, AI will take your job." Unpacking the Human vs. Machine Balance in Customer Success Amanda returns with a reality check: AI doesn't understand business outcomes or motivation—humans do. She reveals how her career evolved from philosophy major studying "man versus machine" to implementing AI across radically different contexts (e-commerce, security, recruiting), giving her unique pattern recognition about what AI can genuinely do versus where it consistently fails. The Lagging Indicator Problem: Why NRR, churn, and NPS tell you what already happened (6 months ago) instead of what you can influence. Amanda makes the case for verified outcomes, leading indicators, and real-time CSAT at decision points. The 70% Rule for CS in Sales: Why most churn starts during implementation, not at renewal—and exactly when to bring CS into the deal to prevent it (technical win stage/vendor of choice). Segmentation ≠ Personalization: The jumpsuit story that proves AI is still just sophisticated bucketing, even with all the advances in 2026. True personalization requires understanding context, motivation, and individual goals. The Delegation Framework: Don't ask "what can AI do?" Ask "what parts of my job do I hate?" Delegate the tedious (formatting reports, repetitive emails, data analysis) so humans can focus on what makes them irreplaceable. Timestamps 00:00 - Introduction and AI Updates from Ken & Erin 01:28 - Welcoming Amanda Berger: From Philosophy to Customer Success 03:58 - The Man vs. Machine Question: Where AI Ends and Humans Begin 06:30 - The Jumpsuit Story: Why AI Personalization Is Still Segmentation 09:06 - Why NRR Is a Lagging Indicator (And What to Measure Instead) 12:20 - CSAT as the Most Underrated CS Metric 17:34 - The $4M Vulnerability: House Security Analogy for Attribution 21:15 - Bringing CS Into Sales at 70% Probability (The Non-Negotiable) 25:31 - Getting Customers to Actually Tell You Their Goals 28:21 - AI Companions at Employ: The Recruiting Reality Check 32:50 - The Delegation Mindset: What Parts of Your Job Do You Hate? 36:40 - Making the Case for Humans in an AI-First World 40:15 - The Framework: When to Use Digital vs. Human Touch 43:10 - The 8-Hour Workflow Reduced to 30 Minutes (Real ROI Examples) 45:30 - By 2027: The Hardest CX Role to Hire 47:49 - Lightning Round: Summarization, Implementation, Data Themes 51:09 - Wrap-Up and Key Takeaways Edited Transcript Introduction: Where Does the Machine End and Where Does the Human Begin? Erin Mills: Your career reads like a roadmap of enterprise AI evolution—from AI-powered e-commerce personalization at Rich Relevance, to human-powered collective intelligence at HackerOne, and now augmented recruiting at Employ. This doesn't feel random—it feels intentional. How has this journey shaped your philosophy on where AI belongs in customer experience? Amanda Berger: It goes back even further than that. I started my career in the late '90s in what was first called decision support, then business intelligence. All of this is really just data and how data helps humans make decisions. What's evolved through my career is how quickly we can access data and how spoon-fed those decisions are. Back then, you had to drill around looking for a needle in a haystack. Now, does that needle just pop out at you so you can make decisions based on it? I got bit by the data bug early on, realizing that information is abundant—and it becomes more abundant as the years go on. The way we access that information is the difference between making good business decisions and poor business decisions. In customer success, you realize it's really just about humans helping humans be successful. That convergence of "where's the data, where's the human" has been central to my career. The Jumpsuit Story: Why AI Personalization Is Still Just Segmentation Ken Roden: Back in 2019, you talked about being excited for AI to become truly personal—not segment-based. Flash forward to December 2026. How close are we to actual personalization? Amanda Berger: I don't think we're that close. I'll give you an example. A friend suggested I ask ChatGPT whether I should buy a jumpsuit. So I sent ChatGPT a picture and my measurements. I'm 5'2". ChatGPT's answer? "If you buy it, you should have it tailored." That's segmentation, not personalization. "You're short, so here's an answer for short people." Back in 2019, I was working on e-commerce personalization. If you searched for "black sweater" and I searched for "black sweater," we'd get different results—men's vs. women's. We called it personalization, but it was really segmentation. Fast forward to now. We have exponentially more data and better models, but we're still segmenting and calling it personalization. AI makes segmentation faster and more accessible, but it's still segmentation. Erin Mills: But did you get the jumpsuit? Amanda Berger: (laughs) No, I did not get the jumpsuit. But maybe I will. The Philosophy Degree That Predicted the Future Erin Mills: You started as a philosophy major taking "man versus machine" courses. What would your college self say? And did philosophy prepare you in ways a business degree wouldn't have? Amanda Berger: I actually love my philosophy degree because it really taught me to critically think about issues like this. I don't think I would have known back then that I was thinking about "where does the machine end and where does the human begin"—and that this was going to have so many applicable decision points throughout my career. What you're really learning in philosophy is logical thought process. If this happens, then this. And that's fundamentally the foundation for AI. "If you're short, you should get your outfit tailored." "If you have a customer with predictive churn indicators, you should contact that customer." It's enabling that logical thinking at scale. The Metrics That Actually Matter: Leading vs. Lagging Indicators Erin Mills: You've called NRR, churn rate, and NPS "lagging indicators." That's going to ruffle boardroom feathers. Make the case—what's broken, and what should we replace it with? Amanda Berger: By the time a customer churns or tells you they're gonna churn, it's too late. The best thing you can do is offer them a crazy discount. And when you're doing that, you've already kind of lost. What CS teams really need to be focused on is delivering value. If you deliver value—we all have so many competing things to do—if a SaaS tool is delivering value, you're probably not going to question it. If there's a question about value, then you start introducing lower price or competitors. And especially in enterprise, customers decide way, way before they tell you whether they're gonna pull the technology out. You usually miss the signs. So you've gotta look at leading indicators. What are the signs? And they're different everywhere I've gone. I've worked for companies where if there's a lot of engagement with support, that's a sign customers really care and are trying to make the technology work—it's a good sign, churn risk is low. Other companies I've worked at, when customers are heavily engaged with support, they're frustrated and it's not working—churn risk is high. You've got to do the work to figure out what those churn indicators are and how they factor into leading indicators: Are they achieving verified outcomes? Are they healthy? Are there early risk warnings? CSAT: The Most Underrated Metric Ken Roden: You're passionate about customer satisfaction as a score because it's granular and actionable. Can you share a time where CSAT drove a change and produced a measurable business result? Amanda Berger: I spent a lot of my career in security. And that's tough for attribution. In e-commerce, attribution is clear: Person saw recommendations, put them in cart, bought them. In hiring, their time-to-fill is faster—pretty clear. But in security, it's less clear. I love this example: We all live in houses, right? None of our houses got broken into last night. You don't go to work saying, "I had such a good night because my house didn't get broken into." You just expect that. And when your house didn't get broken into, you don't know what to attribute that to. Was it the locked doors? Alarm system? Dog? Safe neighborhood? That's true with security in general. You have to really think through attribution. Getting that feedback is really important. In surveys we've done, we've gotten actionable feedback. Somebody was able to detect a vulnerability, and we later realized it could have been tied to something that would have cost $4 million to settle. That's the kind of feedback you don't get without really digging around for it. And once you get that once, you're able to tie attribution to other things. Bringing CS Into the Sales Cycle: The 70% Rule Erin Mills: You're a religious believer in bringing CS into the sales cycle. When exactly do you insert CS, and how do you build trust without killing velocity? Amanda Berger: With bigger customers, I like to bring in somebody from CX when the deal is at the technical win stage or 70% probability—vendor of choice stage. Usually it's for one of two reasons: One: If CX is gonna have to scope and deliver, I really like CX to be involved. You should always be part of deciding what you're gonna be accountable to deliver. And I think so much churn actually starts to happen when an implementation goes south before anyone even gets off the ground. Two: In this world of technology, what really differentiates an experience is humans. A lot of our technology is kind of the same. Competitive differentiation is narrower and narrower. But the approach to the humans and the partnership—that really matters. And that can make the difference during a sales cycle. Sometimes I have to convince the sales team this is true. But typically, once I'm able to do that, they want it. Because it does make a big difference. Technology makes us successful, but humans do too. That's part of that balance between what's the machine and what is the human. The Art of Getting Customers to Articulate Their Goals Ken Roden: One challenge CS teams face is getting customers to articulate their goals. Do customers naturally say what they're looking to achieve, or do you have a process to pull it out? Amanda Berger: One challenge is that what a recruiter's goal is might be really different than what the CFO's goal is. Whose outcome is it? One reason you want to get involved during the sales cycle is because customers tell you what they're looking for then. It's very clear. And nothing frustrates a company more than "I told you that, and now you're asking me again? Why don't you just ask the person selling?" That's infuriating. Now, you always have legacy customers where a new CSM comes in and has to figure it out. Sometimes the person you're asking just wants to do their job more efficiently and can't necessarily tie it back to the bigger picture. That's where the art of triangulation and relationships comes in—asking leading discovery questions to understand: What is the business impact really? But if you can't do that as a CS leader, you probably won't be successful and won't retain customers for the long term. AI as Companion, Not Replacement: The Employ Philosophy Erin Mills: At Employ, you're implementing AI companions for recruiters. How do you think about when humans are irreplaceable versus when AI should step in? Amanda Berger: This is controversial because we're talking about hiring, and hiring is so close to people's hearts. That's why we really think about companions. I earnestly hope there's never a world where AI takes over hiring—that's scary. But AI can help companies and recruiters be more efficient. Job seekers are using AI. Recruiters tell me they're getting 200-500% more applicants than before because people are using AI to apply to multiple jobs quickly or modify their resumes. The only way recruiters can keep up is by using AI to sort through that and figure out best fits. So AI is a tool and a friend to that recruiter. But it can't take over the recruiter. The Delegation Framework: What Do You Hate Doing? Ken Roden: How do you position AI as companion rather than threat? Amanda Berger: There's definitely fear. Some is compliance-based—totally justifiable. There's also people worried about AI taking their jobs. I think if you don't use AI, AI is gonna take your job. If you use AI, it's probably not. I've always been a big fan of delegation. In every aspect of my life: If there's something I don't want to do, how can I delegate it? Professionally, I'm not very good at putting together beautiful PowerPoint presentations. I don't want to do it. But AI can do that for me now. Amazingly well. What I'm really bad at is figuring out bullets and formatting. AI does that. So I think about: What are the things I don't want to do? Usually we don't want to do the things we're not very good at or that are tedious. Use AI to do those things so you can focus on the things you're really good at. Maybe what I'm really good at is thinking strategically about engaging customers or articulating a message. I can think about that, but AI can build that PowerPoint. I don't have to think about "does my font match here?" Take the parts of your job that you don't like—sending the same email over and over, formatting things, thinking about icebreaker ideas—leverage AI for that so you can do those things that make you special and make you stand out. The people who can figure that out and leverage it the right way will be incredibly successful. Making the Case to Keep Humans in CS Ken Roden: Leaders face pressure from boards and investors to adopt AI more—potentially leading to roles being cut. How do you make the case for keeping humans as part of customer success? Amanda Berger: AI doesn't understand business outcomes and motivation. It just doesn't. Humans understand that. The key to relationships and outcomes is that understanding. The humanity is really important. At HackerOne, it was basically a human security company. There are millions of hackers who want to identify vulnerabilities before bad actors get to them. There are tons of layers of technology—AI-driven, huge stacks of security technology. And yet no matter what, there's always vulnerabilities that only a human can detect. You want full-stack security solutions—but you have to have that human solution on top of it, or you miss things. That's true with customer success too. There's great tooling that makes it easier to find that needle in the haystack. But once you find it, what do you do? That's where the magic comes in. That's where a human being needs to get involved. Customer success—it is called customer success because it's about success. It's not called customer retention. We do retain through driving success. AI can point out when a customer might not be successful or when there might be an indication of that. But it can't solve that and guide that customer to what they need to be doing to get outcomes that improve their business. What actually makes success is that human element. Without that, we would just be called customer retention. The Framework: When to Use Digital vs. Human Touch Erin Mills: We'd love to get your framework for AI-powered customer experience. How do you make those numbers real for a skeptical CFO? Amanda Berger: It's hard to talk about customer approach without thinking about customer segmentation. It's very different in enterprise versus a scaled model. I've dealt with a lot of scale in my last couple companies. I believe that the things we do to support that long tail—those digital customers—we need to do for all customers. Because while everybody wants human interaction, they don't always want it. Think about: As a person, where do I want to interact digitally with a machine? If it's a bot, I only want to interact with it until it stops giving me good answers. Then I want to say, "Stop, let me talk to an operator." If I can find a document or video that shows me how to do something quickly rather than talking to a human, it's human nature to want to do that. There are obvious limits. If I can change my flight on my phone app, I'm gonna do that rather than stand at a counter. Come back to thinking: As a human, what's the framework for where I need a human to get involved? Second, it's figuring out: How do I predict what's gonna happen with my customers? What are the right ways of looking and saying "this is a risk area"? Creating that framework. Once you've got that down, it's an evolution of combining: Where does the digital interaction start? Where does it stop? What am I looking for that's going to trigger a human interaction? Being able to figure that out and scale that—that's the thing everybody is trying to unlock. The 8-Hour Workflow Reduced to 30 Minutes Erin Mills: You've mentioned turning some workflows from an 8-hour task to 30 minutes. What roles absorbed the time dividend? What were rescoped? Amanda Berger: The roles with a lot of repetition and repetitive writing. AI is incredible when it comes to repetitive writing and templatization. A lot of times that's more in support or managed services functions. And coding—any role where you're coding, compiling code, or checking code. There's so much efficiency AI has already provided. I think less so on the traditional customer success management role. There's definitely efficiencies, but not that dramatic. Where I've seen it be really dramatic is in managed service examples where people are doing repetitive tasks—they have to churn out reports. It's made their jobs so much better. When they provide those services now, they can add so much more value. Rather than thinking about churning out reports, they're able to think about: What's the content in my reports? That's very beneficial for everyone. By 2027: The Hardest CX Role to Hire Erin Mills: Mad Libs time. By 2027, the hardest CX job to hire will be _______ because of _______. Amanda Berger: I think it's like these forward-deployed engineer types of roles. These subject matter experts. One challenge in CS for a while has been: What's the value of my customer success manager? Are they an expert? Or are they revenue-driven? Are they the retention person? There's been an evolution of maybe they need to be the expert. And what does that mean? There'll continue to be evolution on that. And that'll be the hardest role. That standard will be very, very hard. Lightning Round Ken Roden: What's one AI workflow go-to-market teams should try this week? Amanda Berger: Summarization. Put your notes in, get a summary, get the bullets. AI is incredible for that. Ken Roden: What's one role in go-to-market that's underusing AI right now? Amanda Berger: Implementation. Ken Roden: What's a non-obvious AI use case that's already working? Amanda Berger: Data-related. People are still scared to put data in and ask for themes. Putting in data and asking for input on what are the anomalies. Ken Roden: For the go-to-market leader who's not seeing value in AI—what should they start doing differently tomorrow? Amanda Berger: They should start having real conversations about why they're not seeing value. Take a more human-led, empathetic approach to: Why aren't they seeing it? Are they not seeing adoption, or not seeing results? I would guess it's adoption, and then it's drilling into the why. Ken Roden: If you could DM one thing to all go-to-market leaders, what would it be? Amanda Berger: Look at your leading indicators. Don't wait. Understand your customer, be empathetic, try to get results that matter to them. Key Takeaways The Human-AI Balance in Customer Success: AI doesn't understand business outcomes or motivation—humans do. The winning teams use AI to find patterns and predict risk, then deploy humans to understand why it matters and what strategic action to take. The Lagging Indicator Trap: By the time NRR, churn rate, or NPS move, customers decided 6 months ago. Focus on leading indicators you can actually influence: verified outcomes, engagement signals specific to your business, early risk warnings, and real-time CSAT at decision points. The 70% Rule: Bring CS into the sales cycle at the technical win stage (70% probability) for two reasons: (1) CS should scope what they'll be accountable to deliver, and (2) capturing customer goals early prevents the frustrating "I already told your sales rep" moment later. Segmentation ≠ Personalization: AI makes segmentation faster and cheaper, but true personalization requires understanding context, motivation, and individual circumstances. The jumpsuit story proves we're still just sophisticated bucketing, even with 2026's advanced models. The Delegation Framework: Don't ask "what can AI do?" Ask "what parts of my job do I hate?" Delegate the tedious (formatting, repetitive emails, data analysis) so humans can focus on strategy, relationships, and outcomes that only humans can drive. "If You Don't Use AI, AI Will Take Your Job": The people resisting AI out of fear are most at risk. The people using AI to handle drudgery and focusing on what makes them irreplaceable—strategic thinking, relationship-building, understanding nuanced goals—are the future leaders. Customer Success ≠ Customer Retention: The name matters. Your job isn't preventing churn through discounts and extensions. Your job is driving verified business outcomes that make customers want to stay because you're improving their business. Stay Connected To listen to the full episode and stay updated on future episodes, visit the FutureCraft GTM website. Connect with Amanda Berger: Connect with Amanda on LinkedIn Employ Disclaimer: This podcast is for informational and entertainment purposes only and should not be considered advice. The views and opinions expressed in this podcast are our own and do not represent those of any company or business we currently work for/with or have worked for/with in the past.
Every episode of season seven asked the same question: what advice would you give a SaaS founder who is just starting out and aiming to go from zero to 10K MRR? This summary brings together the most practical and battle-tested suggestions from dozens of founders, operators, and go-to-market leaders. The focus is squarely on what works early on—how to find your first customers, validate demand, price correctly, and build momentum without burning too much cash. Across the conversations, certain patterns emerged repeatedly, alongside a few conflicting insights that provide nuance. The episodes cover founder-led growth, go-to-market motion, pricing tactics, product-market fit, and building early traction, all directly from people who have done it. If your goal is 10K MRR for a B2B SaaS, this is the guidance they shared. And once you get there, the next episode in the series digs into the leap from 10K MRR to 10 million ARR. For now, here is the zero-to-10K playbook, as told by the guests.
In this insightful episode of SaaS Fuel, host Jeff Mains welcomes Jimi Gibson, VP of Brand Communication at Thrive Internet Marketing Agency—and a former professional magician! Together, they unpack the art (and science) of connecting with B2B SaaS customers through authentic storytelling, brand strategy, and personal visibility. Jimi Gibson shares his powerful Five Finger Framework for brand building, why founders should put a face to their company, and actionable strategies to create lasting emotional ties and customer loyalty—even in an AI-driven, content-saturated world.If you're a SaaS founder tired of beige, forgettable marketing and want your brand to stand out for something meaningful, this conversation is a treasure trove of tactical wisdom and inspiration.Key Takeaways00:00 "Feature Ops & AI Strategies"05:07 Magic, Marketing, and Connection08:05 "The Stump Test Mystery"12:13 SaaS Exits, Branding, and AI16:49 "Magic, Frameworks, and Authenticity"19:26 "Commitment Drives Long-Term Success"22:07 "Name Your Villain Strategically"24:52 Thumbs Up: Measuring Impact28:16 Customer-Centric Solutions Matter Most31:34 Building Long-Term Customer Relationships36:44 Identifying Competitor Weaknesses Strategically39:20 "Defining Your Target Market"41:00 Maximizing AB Testing Value46:01 AI Lacks Human Connection47:50 "Building Authority Through Personal Branding"51:47 Essential Brand Stories FrameworkTweetable Quotes"Marketing, like magic, is about capturing attention and delivering the wow—the call to action." — Jimi Gibson"Founders, your audience is not 'everybody.' It's one person. Speak directly to them." — Jimi Gibson"A faceless brand is forgettable. People buy from people, not just companies." — Jeff Mains"Declare your villain. If you don't stand for something—or against something—your brand stands for nothing." — Jimi Gibson"The clearer you can be, the more likely your message will resonate with someone who needs your solution." — Jimi Gibson "You can't out-robot the robots. Your experience, empathy, and story are your ultimate differentiators." — Jimi GibsonSaaS Leadership LessonsConnect Authentically, Not Generically:Strong SaaS leaders craft messaging as if speaking to one person—even in a large market.Show Your Face:Humanizing your brand increases trust and long-term retention. Don't hide behind anonymity.Stand for (and Against) Something:Declaring a clear brand "villain" or enemy sets your tribe apart and ignites loyalty.Long-Term Relationships > Short-Term Transactions:Protect your customer “family,” listen deeply, and own up to mistakes for lasting affinity.Measure the Impact You Leave:Track not just revenue, but employee growth, industry disruption, customer transformation, and your unique “thumbprint.”Be Visible in the AI Era:Customer stories, bylined articles, and video increase your odds of being cited and found as the authority, not just another generic provider.Guest Resourcesjimi@Thriveagency.comhttps://thriveagency.com/https://www.linkedin.com/in/jimi-gibson/Episode Sponsor
Agentforce is everywhere and everything but in speaking to many ISVs, they are still wondering when is the right time to lean into AI with more than just a story. Where in the hype cycle are we is something I wonder about a lot. So I set out to find an ISV that is actually succeeding in the Agentforce world and that journey led me to Igor Stosic, CEO of Quadrix Soft who make Goat Email on the AppExchange, as my next guest on How We Got There. They are actually selling the first Agentforce use cases for customers, which has to be making AEs covering those accounts VERY happy. Igor is based out of Serbia so we touch on the geographical benefits and challenges around being an ISV out of Europe. They've found a lot of success driving leads from the AppExchange from a gtm perspective. We touch on what has been working and mistakes made along the way, sharing transparent feedback about how to build an app that goes wide so you can know what works for customers and lean into those items.But then we dove into the main topic of Agentforce. We touched on various concepts like how they came up with the Agentforce use case, how they monetize the Agentforce element, and much more. A specific example a use case where they use Agentforce is variability of tone based on the location of the customer that you are interacting with - sending an email to someone in the US looks different from sending an email to someone in Germany.If you are curious about Agentforce, this episode is for you. This episode is brought to you by Tequity Advisors . Tequity Advisors is a global sell-side M&A advisory firm with core expertise in SaaS and ISVs, Salesforce, ServiceNow, SAP, Microsoft, all things Data and AI, and the hyper scaler MSP cloud ecosystems with a focus on the Salesforce ecosystem and beyond! #salesforce #isv #gtm #salesforcepartners #appexchange
Talar Herculian Coursey is the GC and VP HR for ComplyAuto, a SaaS company serving auto dealerships in the US. Talar was previously the GC for Vista Ford and a file clerk, associate, and partner at the national labor and employment law firm, Fisher Phillips LLP. Talar is licensed to practice law in California and Utah. She is also a CIPP, CIPM, certified yoga instructor, certified life coach, and a retired dog walker. In this episode… Knowing the types of data a company collects is essential for building strong privacy and security practices. Many organizations collect a wide range of sensitive information, including financial data, identity documents, and data created through connected technologies. Employees often rely on text messages and mobile apps to communicate, creating touchpoints where sensitive information is shared with third parties. So, how can general counsels and privacy pros safeguard sensitive information while accounting for the risks introduced by third-party vendors? Protecting sensitive information starts with establishing policies and processes that reflect how data flows through an organization and understanding how teams communicate with consumers. That's why it's important to provide employees with secure, encrypted channels when communicating with customers. Customized training is equally important, and using gamification and tailored phishing simulations helps engage employees, deepen their understanding of the sensitive information they handle, and improve their ability to recognize potential privacy and security risks. By pairing these tools with training that is specific to the work environment, general counsels and privacy pros can help employees stay vigilant and reduce the likelihood of privacy and security incidents. In this episode of She Said Privacy/He Said Security, Jodi and Justin Daniels talk with Talar Herculian Coursey, General Counsel and Vice President of Human Resources at ComplyAuto, about managing privacy and security risk tied to data collection practices. Drawing on her experience in the automotive dealership industry, Talar explains why understanding the types of data companies collect is critical to building effective privacy and security programs. She explains how companies can strengthen their defenses through encrypted communication tools and customized employee training programs. Talar also outlines the significant risks posed by third-party vendors and offers practical tips for managing these risks.
The future of business hinges on mastering the complexities of AI customer analytics, a topic J.R. Lowry explores with Sameer Narkar, Founder of Konnect Insights, a pioneering SaaS platform that delivers an AI-powered, omnichannel view of customer interactions. Sameer details how his bootstrapped company built an in-house, secure AI solution—using models like Llama and Gamma—to unify customer data from all channels, solving the pain point of siloed systems to dramatically improve customer care and provide deep marketing insights. The conversation also delves into the three layers of Konnect's AI offering, the journey of pivoting a business, and the critical need for focus and a strong culture for leaders navigating the rapidly evolving landscape of decision analytics and AI.Check out the full series of “Career Sessions, Career Lessons” podcasts here or visit pathwise.io/podcast/. A full written transcript of this episode is also available at https://pathwise.io/podcasts/sameer-narkar.Become a PathWise member today! Join at https://pathwise.io/join-now/
Welcome to The SaaS CFO Podcast! In this episode, Ben Murray sits down with Michael Salorio, founder and CEO of Solentrex, an ambitious new player in the solar industry bringing an all-in-one, AI-driven ERP platform to residential solar companies. Michael Salorio shares his journey from a finance and wealth management background to building a cutting-edge SaaS product and highlights how Solentrex is streamlining operations for both solar installers and sales teams. Tune in as we explore the evolving solar market, dive into Solentrex's product launch roadmap—including a soft launch and a major industry conference debut—and discuss the challenges and lessons learned from fundraising and onboarding early customers. If you're interested in vertical SaaS, ERP innovation, or the future of solar tech, this episode is packed with insights you won't want to miss! Show Notes: 00:00 "Philantrix: Team-Driven Success" 04:11 "Streamlining Solar Sales Workflow" 08:30 Delaying Launch for Accuracy 11:37 Solar Growth Through Relationships 13:50 Key Metrics for Growth Focus 17:24 "Streamlining Polar Industry Operations" Links: SaaS Fundraising Stories: https://www.thesaasnews.com/news/solentrex-secures-strategic-investment Michael Salorio's LinkedIn: https://www.linkedin.com/in/michael-salorio-a55204108/ Solentrex's LinkedIn: https://www.linkedin.com/company/solentrex/about/ Solentrex's Website: https://solentrex.com/ To learn more about Ben check out the links below: Subscribe to Ben's daily metrics newsletter: https://saasmetricsschool.beehiiv.com/subscribe Subscribe to Ben's SaaS newsletter: https://mailchi.mp/df1db6bf8bca/the-saas-cfo-sign-up-landing-page SaaS Metrics courses here: https://www.thesaasacademy.com/ Join Ben's SaaS community here: https://www.thesaasacademy.com/offers/ivNjwYDx/checkout Follow Ben on LinkedIn: https://www.linkedin.com/in/benrmurray
In this potluck episode of Syntax, Wes and Scott answer your questions about keyboard shortcuts, choosing frameworks in the age of AI, markdown vs CMSs, backup strategies, moving countries for work, staying relevant as a developer, and more! Show Notes 00:00 Welcome to Syntax! 02:28 Do keyboard shortcuts actually improve productivity? Hyperkey 08:41 What is Error Lens, and why use it? Ep 956: Should I Keep Using WordPress? 11:44 How Scott is using a Svelte 5 service worker 14:52 Does tech stack choice still matter with AI coding? Ep 951: A first look at Remix 3 20:15 What stack should you choose for a greenfield SaaS? 22:38 What's the right stack for a band website? 28:24 Is moving countries for work worth the tradeoff? 34:59 Brought to you by Sentry.io 36:16 How should you manage commits with AI tools? 40:50 Is programming still a good career in the AI era? 47:03 How should you back up large files and media? Ep 949: Web Dev HORROR Stories + Spooky Trivia! (Spooky Stories Pt. 1) Ep 962: The Home Server / Synology Show 53:29 What backup setup works for small teams and clients? 55:14 How should you store sensitive files safely? 58:07 Sick Picks + Shameless Plugs Sick Picks Scott: Philips LED Ultra Definition Wes: LEGO Builder App Hit us up on Socials! Syntax: X Instagram Tiktok LinkedIn Threads Wes: X Instagram Tiktok LinkedIn Threads Scott: X Instagram Tiktok LinkedIn Threads Randy: X Instagram YouTube Threads
The most future-ready marketing leaders aren't the ones chasing trends… they're the ones who can reinvent themselves every time the industry changes.Michelle Huff, Chief Marketing Officer at Alteryx, joins Marketing Trends to break down the mindset that kept her relevant through every major tech revolution, from Web1 to cloud, SaaS, PLG, and now AI. She explains how to balance curiosity with focus, why AI is really about automating judgment (not just tasks), and how she's redesigning her marketing org around agents, automation, and new workflows.Michelle also shares early results from Alteryx's AI experiments, how she's rebuilding a 700,000-person community, and why great leaders still start with the end user even as their buyer audiences expand. Key Moments: 00:00 – How to Stay Relevant Through Every Tech Shift03:42 – A Career Spanning Web1, Cloud, SaaS, and AI06:58 – Curiosity Is the Ultimate Career Advantage10:12 – When Leaders Should Tinker and When to Delegate13:28 – Building a Marketing Culture That Experiments16:41 – Why AI Is About Judgment, Not Just Automation20:07 – Inside an AI-Powered SDR Outbound Workflow23:34 – Do AI Agents Replace People or Elevate Them26:58 – Upskilling Teams in an AI-Driven Organization30:17 – Why Most AI Content Fails to Break Through33:36 – How to Stand Out in a Noisy B2B Market36:52 – Why Enterprise Brands Lose Touch With End Users39:48 – How Alteryx Built a 700,000-Person Community43:06 – Turning Community Into Competition and Learning46:32 – Early AI Wins That Drive Real Pipeline Impact This episode is brought to you by Lightricks. LTX is the all-in-one creative suite for AI-driven video production; built by Lightricks to take you from idea to final 4K render in one streamlined workspace.Powered by LTX-2, our next-generation creative engine, LTX lets you move faster, collaborate seamlessly, and deliver studio-quality results without compromise. Try it today at ltx.studio Mission.org is a media studio producing content alongside world-class clients. Learn more at mission.org. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Open source has always played a big role at 37signals. This week, Jason Fried and David Heinemeier Hansson share why they're drawn to working in the open, and how that mindset carries into their newest product, Fizzy.Key Takeaways00:12 – Why open source continues to matter at 37signals05:12 – Sharing work publicly pushes quality higher09:55 – How open source fits into Fizzy's SaaS setup15:15 – Treating open source as a gift19:41 – Getting direct feedback in unfamiliar but fun ways 22:56 – How the team decides what goes into Fizzy and what doesn't24:34 – A Danish language lessonLinks and ResourcesFizzy is a modern spin on kanban. Try it for free at fizzy.doRecord a video question for the podcastBooks by 37signalsSign up for a 30-day free trial at Basecamp.comHEY World | HEYThe REWORK podcastThe Rework Podcast on YouTubeThe 37signals Dev Blog37signals on YouTube@37signals on X
#719 If you've ever wondered how a SaaS business gets off the ground — or how math and spreadsheets can evolve into a powerful, profit-driving platform — this episode is for you! Host Brien Gearin sits down with Adam Callinan, founder of Pentane and host of the Growth Mavericks podcast, who shares his journey from building a multi-million dollar beverage accessory company (that landed a deal on Shark Tank) to launching a SaaS platform that helps consumer brands and service businesses optimize their profitability. Adam reveals how he scaled his first business to $8 million in revenue without employees or investors, the painful realities of running a startup, and how the operational tools he built for himself eventually became Pentane. You'll learn why he's cautious about AI, how Pentane gives clear, prescriptive financial recommendations, and why even non-sexy, service-based businesses deserve world-class tools to make smarter decisions! (Original Air Date - 5/8/25) What we discuss with Adam: + From coolie cups to software + Scaling to $8M with no employees + Behind-the-scenes of Shark Tank + Solving problems with spreadsheets + Why most SaaS is built backwards + Math > AI for financial clarity + How Pentane guides business decisions + Real-world use cases for Pentane + Helping service businesses with numbers + Building lean, profitable companies Thank you, Adam! Check out Pentane at Pentane.com. Listen to the Growth Mavericks podcast. Follow Adam on LinkedIn. Watch the video podcast of this episode! To get access to our FREE Business Training course go to MillionaireUniversity.com/training. To get exclusive offers mentioned in this episode and to support the show, visit millionaireuniversity.com/sponsors. Learn more about your ad choices. Visit megaphone.fm/adchoices
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As organizations race to adopt AI, many discover an uncomfortable truth: ambition often outpaces readiness. In this episode of the ITSPmagazine Brand Story Podcast, host Sean Martin speaks with Julian Hamood, Founder and Chief Visionary Officer at TrustedTech, about what it really takes to operationalize AI without amplifying risk, chaos, or misinformation.Julian shares that most organizations are eager to activate tools like AI agents and copilots, yet few have addressed the underlying condition of their environments. Unstructured data sprawl, fragmented cloud architectures, and legacy systems create blind spots that AI does not fix. Instead, AI accelerates whatever already exists, good or bad.A central theme of the conversation is readiness. Julian explains that AI success depends on disciplined data classification, permission hygiene, and governance before automation begins. Without that groundwork, organizations risk exposing sensitive financial, HR, or executive data to unintended audiences simply because an AI system can surface it.The discussion also explores the operational reality beneath the surface. Most environments are a patchwork of Azure, AWS, on-prem infrastructure, SaaS platforms, and custom applications, often shaped by multiple IT leaders over time. When AI is layered onto this complexity without architectural clarity, inaccurate outputs and flawed business decisions quickly follow.Sean and Julian also examine how AI initiatives often emerge from unexpected places. Legal teams, business units, and individual contributors now build their own AI workflows using low-code and no-code tools, frequently outside formal IT oversight. At the same time, founders and CFOs push for rapid AI adoption while resisting the investment required to clean and secure the foundation.The episode highlights why AI programs are never one-and-done projects. Ongoing maintenance, data validation, and security oversight are essential as inputs change and systems evolve. Julian emphasizes that organizations must treat AI as a permanent capability on the roadmap, not a short-term experiment.Ultimately, the conversation frames AI not as a shortcut, but as a force multiplier. When paired with disciplined architecture and trusted guidance, AI enables scale, speed, and confidence. Without that discipline, it simply magnifies existing problems.Note: This story contains promotional content. Learn more.GUESTJulian Hamood, Founder and Chief Visionary Officer at TrustedTech | On LinkedIn: https://www.linkedin.com/in/julian-hamood/Are you interested in telling your story?▶︎ Full Length Brand Story: https://www.studioc60.com/content-creation#full▶︎ Spotlight Brand Story: https://www.studioc60.com/content-creation#spotlight▶︎ Highlight Brand Story: https://www.studioc60.com/content-creation#highlightKeywords: sean martin, julian hamood, trusted tech, ai readiness, data governance, ai security, enterprise ai, brand story, brand marketing, marketing podcast, brand story podcast, brand spotlight Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
What does it take to build truly product-driven engineering teams? In this episode, Matt Watson — founder and CEO of Full Scale and author of Product Driven — joins Lily and Randy to challenge the longstanding silos between product and engineering. Drawing on 25+ years of experience and four tech ventures, Matt makes the case for why developers need more than just code to care about: they need context, ownership, and clarity.From redefining “done” to the evolving role of AI in software teams, this conversation dives into how product leaders can foster a culture where engineers aren't just implementers, but co-creators of customer value.Chapters0:00 – Why “no feedback” is a warning sign, not success1:46 – Matt's journey: from developer to founder2:58 – Thinking outside the code: how the book Product Driven started4:50 – Why many engineers don't think about the customer5:57 – The rise of product managers and the walling off of engineers6:56 – Redefining the role of PMs in cross-functional teams9:01 – Metrics, measurement, and the illusion of progress10:57 – Ownership as the root of productivity13:04 – Code monkeys, culture, and killing creativity14:55 – Communicating context: five minutes that save weeks17:04 – AI and the changing definition of developer productivity20:32 – External value vs internal tech debt22:48 – The Product Driven model: Vision, Focus, Clarity, Shared Ownership, Courage27:08 – Why courage is the starting point for changeOur HostsLily Smith enjoys working as a consultant product manager with early-stage and growing startups and as a mentor to other product managers. She's currently Chief Product Officer at BBC Maestro, and has spent 13 years in the tech industry working with startups in the SaaS and mobile space. She's worked on a diverse range of products – leading the product teams through discovery, prototyping, testing and delivery. Lily also founded ProductTank Bristol and runs ProductCamp in Bristol and Bath. Randy Silver is a Leadership & Product Coach and Consultant. He gets teams unstuck, helping you to supercharge your results. Randy's held interim CPO and Leadership roles at scale-ups and SMEs, advised start-ups, and been Head of Product at HSBC and Sainsbury's. He participated in Silicon Valley Product Group's Coaching the Coaches forum, and speaks frequently at conferences and events. You can join one of communities he runs for CPOs (CPO Circles), Product Managers (Product In the {A}ether) and Product Coaches. He's the author of What Do We Do Now? A Product Manager's Guide to Strategy in the Time of COVID-19. A recovering music journalist and editor, Randy also launched Amazon's music stores in the US & UK.
In this episode of The Metrics Brothers, hosts Ray “Growth” Rike and Dave “CAC” Kellogg provide a critical deep dive into the 2025 SaaS Benchmark Report published by High Alpha. Known for their analytical, and sometimes "crusty" approach, the metrics brothers dissect the data behind 800+ SaaS companies to separate real market trends from report commentary.Key Highlights & BenchmarksThe brothers break down the report's most significant findings with their signature skepticism regarding "correlation vs. causation."The AI Growth Premium: Companies with AI at their core are growing significantly faster than those using AI as a supporting feature. For instance, in the $1–5M ARR band, AI-core companies achieved a median growth of 110%, compared to 40% for their peersThe "Lean Team" Era: Efficiency is surging as headcount falls. Median revenue per employee has jumped to $129K–$173K, with top-tier public companies hitting over $283K. The hosts note that engineering and support have seen the largest headcount reductions due to AI automationVenture Rebound (with a Caveat): While quarterly VC deal value has returned to near 2021 levels (~$80B), the capital is highly concentrated. Over half of all VC funding is currently flowing into AI startups, often in massive "mega-rounds."In-Office vs. Remote: For the second consecutive year, the data suggests that in-office or hybrid teams are growing faster (42% median) than fully remote teams (31% median).As always, Ray and Dave offer practical advice for founders and GTM leaders:"Read the data, but watch out for the commentary." While the data is good, some commentary and conclusions in the report imply causation where there is at best some level of correlation, such as why companies stay private longer or how AI "drives" growth.Retention is King: The strongest growth outcomes are found where high Net Revenue Retention (NRR) meets short CAC payback periods.Outcome-Based Pricing: The brothers highlight the shift toward outcome-based and hybrid pricing models as a primary driver for best-in-class NRR in 2025.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In our latest episode, our co-hosts Robby and Tim talk with Jon Morehouse, founder and CEO of infrastructure company Nuon which enables Bring Your Own Cloud (BYOC) for everyone. This is an exclusive podcast episode with Jon digging into their decision to open source Nuon! The episode discusses the industry's growing shift toward Bring Your Own Cloud (BYOC), where SaaS products run directly inside a customer's cloud account rather than the vendor's. This model is especially attractive to enterprises because it improves security, data sovereignty, and trust, while enabling earlier pilots and shorter sales cycles. Infrastructure products like Nuon focus on making this practical by packaging applications so they work in customer environments without requiring vendor access, positioning BYOC as an enterprise-first approach that is likely to become the default way software is delivered.A key theme is open source as a trust and distribution strategy. In the infrastructure space, open sourcing lowers perceived risk, deepens customer collaboration, and builds community, which in turn acts as sales enablement for large enterprise deals. The conversation also connects BYOC to AI, highlighting patterns like bring-your-own-model, keys, and GPUs, and frames BYOC as a spectrum rather than a binary choice. The broader vision is to define and lead a BYOC movement by uniting vendors around shared standards, trust, and community-driven adoption.
Today, we're joined by Tricia Maia, Head of Product at TED. We all know TED Talks — but behind the scenes, TED is undergoing a massive product transformation to adapt to a post-AI media landscape. In this episode, Tricia Maia, Head of Product at TED, pulls back the curtain on how they're solving the “discovery” crisis facing digital media today. Tricia shares: * Why “views” are dead: Explaining why TED is abandoning top-of-funnel traffic as their North Star metric and shifting focus to “depth,” completion rates, and account signups to combat volatile search algorithms * AI that actually scales: How TED is using advanced AI auto-dubbing — not just subtitles — to clone speakers' voices into other languages, driving 2-3x better performance * The “gap” strategy: The challenge of connecting a decentralized ecosystem of free users and volunteers at TEDx with an ultra-premium live experience that can cost up to $12,500 per ticket Links Tricia's LinkedIn: https://www.linkedin.com/in/triciamaia/ TED.com: https://www.ted.com/ Chapters 00:00: Introduction 01:51: TED's Media Landscape in an AI World 02:17: What does "Product" mean at TED? 04:24: How TED is Dealing with Challenges and Strategies in Media Discovery 14:59: Evolving Metrics and Goals Beyond Vanity Metrics Like Views 24:24: How TED is Connecting Digital and Event Audiences 32:22: TED's New AI Auto-Dubbing Initiative 37:14: Conclusion Follow LaunchPod on YouTube We have a new YouTube page (https://www.youtube.com/@LaunchPodPodcast)! Watch full episodes of our interviews with PM leaders and subscribe! What does LogRocket do? LogRocket's Galileo AI watches user sessions for you and surfaces the technical and usability issues holding back your web and mobile apps. Understand where your users are struggling by trying it for free at LogRocket.com (https://logrocket.com/signup/?pdr). Special Guest: Tricia Maia.
James Brett is a serial entrepreneur and venture capitalist with 30+ years of C-suite and growth leadership experience, and a Partner & Co-Owner of Gear-Net. Since founding his first company at just 18, James has built, scaled, and successfully exited businesses across pro A/V, SaaS, broadcasting, mobile tech, finance, real estate, events, and marketing.Known for his passion for innovation and mentoring, James specializes in turning bold ideas into reality, then refining “the last 5%” that makes projects memorable for all the right reasons. He's a sought-after speaker, advisor, and board contributor, valued for his positive, forward-thinking perspective.Fun facts: Super Bowl audio engineer, certified stunt car driver, voice-over artist, extreme adventure traveler, CNN live reporter and owner of 800+ pairs of sneakers.This Episode is brought to you by Elation and Main Light
Vikram Seth is the Co-founder and Product Visionary at Ducknowl, a talent-screening and assessment platform that helps employers make faster, smarter, and more data-driven hiring decisions. He is also a Co-founder of Simpalm, a company that provides software and services focused on IT and staffing solutions. With more than a decade of management and IT staffing experience and a master's degree from Georgetown University, he brings deep expertise to digital innovation in recruitment. Vikram also supports sustainable organic farming in the Chicagoland area. In this episode… Building better hiring systems isn't just about speed — it's about finding ways to truly understand talent, reduce bias, and streamline decision-making. Many leaders still struggle with outdated processes that overlook talented individuals and waste time and resources. So how can technology and smarter talent solutions transform the way companies hire? Vikram Seth, a leader in technology-driven hiring innovation, believes companies improve dramatically when they look beyond resumes and adopt structured, consistent evaluation methods. He highlights how video screening, skill-based assessments, and integrity-focused tools help hiring teams gain clearer insight into candidates while reducing costly misjudgments. The result is a more efficient, equitable, and data-informed hiring workflow that helps businesses scale with confidence. Vikram also emphasizes the power of global talent and why embracing modern staffing models opens new doors for growth. In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz speaks with Vikram Seth, Co-founder and Product Visionary at Ducknowl, to discuss building better hiring systems through technology and smarter talent solutions. They explore how structured assessments mitigate bias, how global talent enhances operations, and how real-world staffing challenges drive innovative solutions. Vikram also talks about the mindset that shaped his entrepreneurial journey.
In this episode of the Grow Your B2B SaaS podcast, host Joran welcomes back Jacco van der Kooij, founder of Winning by Design, to unpack how AI-native SaaS companies are changing the rules of growth, pricing, and go-to-market in 2026. The conversation covers why real-time user-level data is becoming the defining competitive advantage, the pitfalls and promise of usage-based pricing for AI products, the existential challenge of inference costs for freemium models, and the enduring importance of subscriptions with smart hybrid elements. It also dives into how AI will replace the majority of sales tasks, the 30 percent of human expertise that remains essential, and why advocacy and community-driven growth loops will shape pipeline generation. From early-stage foundations to scaling to $10 million ARR, Jacco breaks down what founders need to get right now to thrive in the years ahead.Key Timecodes(0:00) - B2B SaaS podcast intro, AI native SaaS, pricing, GTM strategy 2026(1:01) - Jacco van der Kooij intro, Winning by Design(1:14) - 2026 success factors: real-time data, PLG, cohort analytics(2:31) - AI native buyer journey, user-led growth, usage patterns(3:48) - SaaS pricing: usage-based vs subscription, outcome-based pricing(4:23) - AI inference costs, freemium risk, monetization challenges(5:05) - Freemium in AI tools, limits, value gating(5:23) - Consumption-based pricing vs subscription, hybrid pricing(6:12) - Hybrid pricing example, membership + per-resolution fees(7:03) - Efficient growth, GTM efficiency, LTV:CAC, retention, outcomes(8:36) - AI for customer insights, demand gen, lookalike users(9:36) - Ad: B2B SaaS affiliate referral platform, AI-powered recruitment(9:47) - AI and jobs: replace vs enable, workforce impact(11:19) - GTM with AI: 70% sales tasks automated, CRM, scheduling, summaries(12:56) - Trust, human expertise, advocacy, risk mitigation(13:59) - Rebuilding GTM 2026: automation, expert touchpoints, events(15:00) - Growth loop: usage patterns, word of mouth, advocacy pipeline(16:26) - Community-led growth: user conferences, LinkedIn sharing, Clay example(17:02) - SDR strategy: activate users, customer success advocacy(17:11) - Early-stage advice: real-time data system, analytics(17:25) - Data stack recommendation: Snowflake, realtime data lake(17:32) - Scaling to $10M ARR: team alignment, closed-loop GTM(18:04) - Shared system understanding: recurring revenue, training(19:01) - Growth Institute by Winning by Design: courses, community, case studies(19:39) - Where to find: winningbydesign.com, Growth Institute(19:45) - Closing thoughts, optimism, AI era(19:54) - Outro: like, subscribe, sponsor, guest/topic requests(20:17) - Reditus mention, B2B SaaS affiliate program
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
Subscriptions aren't enough anymore. We dig into why the next wave of software winners are building full commerce platforms where payments are invisible to users yet central to growth. With NMI's CMO Peter Galvin and Product Director of Developer Experience, Luis Peña, we unpack how vertical SaaS turns checkout into a native, on-brand experience that drives revenue, cuts churn, and opens the door to embedded finance.We start with the big shift: horizontal tools are giving way to vertical platforms that automate every workflow and own the moment of payment. From dentist offices to gyms and home services, merchants want one system that books, bills, and gets them paid. Peter explains how integrated payments changes the business model - subscription fees plus payments monetization and new fintech lines like working capital - while strengthening loyalty through a consistent, secure merchant and consumer experience.Luis takes us into the build. He shares a practical roadmap for developer-friendly adoption: onboard merchants within your app, collect card data with tokenization and design for webhooks, and exception paths from day one. We talk sandboxes, test suites that simulate real failure modes, and AI-friendly docs that make it easier for modern teams to ship quickly without cutting corners. Then we zoom out to the data advantage - interchange optimization, card mix insights, network tokenization, and benchmarking that inform pricing, conversion, and cross-sell strategies.The takeaway is simple: treat payments as a growth engine, not a bolt-on. When software controls the workflow and the commerce flow, the product becomes stickier, the economics improve, and customers stop thinking about payments at all.
MY NEWSLETTER - https://nikolas-newsletter-241a64.beehiiv.com/subscribeJoin me, Nik (https://x.com/CoFoundersNik), as I interview Jesse (https://x.com/JesseTinsley). This week, I sit down with Jesse, a true operator who turned his small consultancy, Job Mobs, into a massive, 100% bootstrapped holding company.We dive deep into his aggressive strategy of acquiring eight companies in two years, playing offense when the market was down in late 2022.Jesse reveals how he scaled from a $7 million services business, to a projected $100+ million SaaS operation. He shares the unconventional tactics used to acquire a publicly traded company (recruiter.com) and why buying premium domain names like employer.com is the secret hack to gaining instant brand credibility.Critically, we break down how he uses creative deal structuring (including paper LBOs) to achieve what he calls infinite IRR.Questions This Episode Answers:1. How can you use a market downturn to aggressively acquire competitor businesses?2. How does a premium domain name provide instant brand authority and ROI?3. How is it possible to achieve infinite IRR when buying a business?4. What creative financing methods (like a seller note) allow you to buy businesses with zero cash down?5. Where are the best non-tech opportunities for business roll-ups across the country?Enjoy the conversation!__________________________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 Highlights_Navigating Acquisitions in a Downturn02:54 Building a Diverse Business Portfolio06:11 From Employee to Entrepreneur: The Journey09:00 Strategic Acquisitions: Lessons Learned12:09 The Impact of Branding and Domain Names14:59 Creative Deal Structuring for Success17:47 Opportunities in a Shifting Market20:55 Future Trends in Infrastructure and Technology
Ian and Aaron discuss how Aaron's orchestrating fly.io boxes for Database School, why sometimes you need to use AI to help AI, and why Costco is truly a great place. Plus an all-time Ian resume rant and so much more.Sponsored by Bento, Flare, Ittybit, tldraw, OG Kit, Tighten, and NusiiInterested in sponsoring Mostly Technical? Head to https://mostlytechnical.com/sponsor to learn more.(00:00) - Classic Little Kid Disease (04:14) - Weekend Update (18:29) - Ian's Resume Rant (33:57) - Advent of SQL (46:50) - Using AI to Help AI Links:Google ClassroomNorthPark CenterDanbury Railway MuseumMelissa & DougThomas & FriendsAdvent of SQL on Database SchoolCodeRabbitStratechery
In this value-packed episode of SaaS Fuel, Jeff Mains welcomes Egil Østhus, co-founder and CEO of Unleash—the world's leading open source feature management platform. Egil dives deep into the journey from thriving in corporate boardrooms to taking the entrepreneurial leap, co-founding Unleash with his brother, and scaling a business using open source and commercial strategies. The conversation explores critical challenges of serving both community and enterprise needs, the next-generation concept of Feature Ops, the nuanced impact of AI in software development, and the essential synergy between engineering and business for SaaS growth. Whether you're steering product strategy or deep in the code, this episode delivers actionable insights and leadership wisdom for founders navigating modern tech landscapes.Key Takeaways00:00 "Building Smarter: Growth Strategies"03:22 "Entrepreneurship Realities & Tech Futures"07:38 Enterprise Software Delivery Challenges13:21 "Challenges of Co-Founding Family"16:10 "Balancing Open Source and Enterprise"17:45 Open Source vs. Paywall Decisions23:28 "Building Enterprise Growth Processes"24:24 "Start Early on Commercial Strategy"30:08 "Unified Metrics for Long-Term Impact"32:09 "DevOps: Feature Lifecycle & Governance"36:26 AI's Impact on Developer Roles39:55 "Business Context for Developers"42:37 Culture Consistency Drives Success46:49 "Magician Marketer & Scaling Stories"Tweetable Quotes“We in the Nordics are sort of naive—we don't understand how difficult it really is. ‘How hard can it be to build this company?'” — Egil Østhus“Always put community trust first. If you break it, that decision is irreversible.” — Egil Østhus“If you have the best product that nobody knows about, it's really hard to sell it.” — Egil Østhus“Feature Ops bridges the gap between engineering and business—bringing real-time control and risk mitigation to software delivery.” — Egil Østhus“Every developer should challenge themselves to understand how their work impacts the business and end users.” — Egil Østhus“Culture is consistency. It's the boring stuff you do every day that builds a scalable company.” — Egil ØsthusSaaS Leadership LessonsCustomer Value First:“It's all about creating customer value. Bringing product out there and building a proper business model.” (Egil Østhus)Get Outside Your Comfort Zone:True growth happens when you jump into deep water and test if you really can build what you preach.Respect and Resolve Tension (Especially in Family):In co-founder relationships, never allow tension to build—address issues immediately, maintaining respect and professionalism.Open Source Takes Discipline:Develop clear guiding policies on what features are open and which are gated—never betray community trust with irreversible decisions.Build Commercial Capacity Early:Don't wait for sales and marketing to “catch up”—grow those functions as soon as possible to accelerate learning and scale.Engineers Need Business Context:The best developers deeply understand the product's business impact, continually interact with customers, and help shape business direction.Guest Resourcesegil@getunleash.iohttps://www.getunleash.io
In this episode of The Fractional CMO Show, Casey continues the conversation with a dozen successful women from the CMOx accelerator boardroom. This is part two of a webinar series where these fractional CMOs get real about building six-figure practices on their own terms. These aren't beginners. These are women commanding $10K+ monthly retainers, managing teams of 30+ people across multiple clients, and turning down full-time job offers even when they didn't have paying clients yet. They come from automotive, financial services, SaaS, climate tech, life sciences, and consumer brands. The conversation digs into pricing psychology, imposter syndrome, getting ghosted by prospects, why portfolio obsession is a waste of time, and the counterintuitive truth that higher-paying clients are actually less demanding. Casey laser coaches through some tough questions about what's really holding people back from charging what they're worth and claiming the expert position they've already earned. Key Topics Covered: -Why higher-paying clients are less demanding and require less "keyboard time" while creating bigger impact -Stop competing on price—establish your rate and find clients who pay it, not clients you have to convince -Corporate conditioning taught you the finish line always moves—fractional work means you set the standards -You're not competing with other fractionals—your success lives in relationships with 20-50 people over your lifetime -Getting ghosted isn't personal until they explicitly say no—keep following up with creative persistence -Pitch decks are overrated—sell the bespoke solution, not a menu of services -Some deals close in a day, others take a year of showing up consistently in someone's world -Who's a good fit: committed, coachable, vulnerable people willing to do the work and hear no
Building AI teammates isn't a future-state fantasy—it's already happening. Megan Ratcliff shares how she tackled resource constraints in SaaS marketing by creating a custom AI ecosystem that filled key gaps across content, strategy, and cross-functional alignment. The result? Less time on execution, more space for strategic leadership.This conversation brings grounded insight into how AI can be used to replace tasks, not people—while creating opportunities to reimagine roles entirely. From demystifying the learning curve to managing team adoption and navigating the future of work, Megan offers a clear-eyed look at how to use AI meaningfully without losing the human judgment that drives results.Resources from this episode:Join the Digital Project Manager CommunitySubscribe to the newsletter to get our latest articles and podcastsConnect with Megan on LinkedInCheck out Clarity and Motion Collective
Join Nick Lamagna on The A Game Podcast with his guest Jordan Fleming! On this episode of The A Game Podcast: Real Estate Investing for Entrepreneurs, Nick Lamagna sits down with Jordan Samuel Fleming — real estate investor, SaaS founder, and the co-founder of smrtPhone, the all-in-one cloud phone system and power dialer built for real estate investors and high-volume sales teams. Jordan's story is anything but typical: a classically trained musician turned tech strategist who went from building systems in the Podio ecosystem to helping thousands of businesses tighten their follow-up, track every touchpoint, and scale from a couple deals a month to consistent high volume without burning out. You'll hear the real "behind the curtain" conversations that matter to investors right now: ✅ Why most investors stall at 1–2 deals/month (and what the best operators do differently) ✅ The fortune-in-the-follow-up framework: lead buckets, consistent touchpoints, and why your CRM is full of "found money" ✅ How power dialing, call logs, recordings, and team accountability can expose leaks and immediately increase conversions ✅ Real talk on cold calling, texting, and communication compliance — and why doing the basics well still wins ✅ Where AI in real estate is going next (and how voice + automation will reshape acquisitions) Jordan also shares insights from his new book "Click. Call. Scale." — a practical playbook for building a phone-first sales system that helps real estate investors close more deals through better conversations, better data, and better process. He also hosts the hit podcast That Real Estate Tech Guy. If you're wholesaling, flipping, buying rentals, running a acquisitions team, or building a real estate business that needs more leads and better conversions, this episode is a must. Connect with Jordan / smrtPhone + grab the resources mentioned: Links are in the show notes. Support the show: If you got value, please follow/subscribe on Apple Podcasts & Spotify, and share this episode with an investor or entrepreneur who's ready to scale. See the show notes to connect with all things Jordan! Connect with Jordan: FREE Copy of the Book CLICK CALL SCALE Here! Jordan Fleming on Youtube Jordan Fleming on Instagram Jordan Fleming on Threads Jordan Fleming on Twitter Jordan Fleming on Facebook Jordan Fleming on LinkedIn That Real Estate Tech Guy Podcast Connect with Smrtphone: www.smrtphone.io SmrtPhone On Youtube SmrtPhone on Facebook Smrtphone on Instagram Smrtphone on LinkedIn SmrtPhone on TikTok Smrtphone on Threads --- Connect with Nick Lamagna www.nicknicknick.com Text Nick (516)540-5733 Connect on ALL Social Media and Podcast Platforms Here FREE Checklist on how to bring more value to your buyers
Stuck waiting for your platform's marketplace to send you your next lead? In this episode, I break down the three traps that keep SaaS partners grinding on low-margin implementations, and what happened when a Monday.com partner finally made the WHO and WHAT decisions he'd been avoiding. We dig into how he went from competing on price with thousands of other partners to closing his biggest deal ever by selling outcomes instead of configurations. If you're a Salesforce, Zoho, or HubSpot partner who's tired of being at the mercy of algorithm changes, this one shows you what it looks like to own your pipeline.Resources and LinksApply for a Multiplier CallPrevious episode: 654 - How to Build Automations That Actually Scale With Your Business with Jared WeissCheck out more episodes of the Paul Higgins PodcastSubscribe to our YouTube channel: @PaulHigginsMentoringJoin our newsletterSuggested resources
Software is still eating the world, and AI is speeding up the clock. In this episode, Amir talks with Tariq Shaukat, co CEO at Sonar, about what it really takes for non tech companies to build like software companies, without breaking trust, security, or quality. Tariq shares how leaders can treat AI like a serious capability, not a shiny add on, and why clean code, governance, and smart pricing models are becoming board level topics. Key Takeaways• “Every company is a software company” does not mean selling SaaS, it means software is now core to differentiation, even in legacy industries. • The hardest shift is not tools, it is mindset: moving from slow, capital style planning to fast iteration, test, learn, and ship. • AI works best when leaders stay educated and involved, outsourcing the whole strategy is a real risk. • “Trust but verify” needs to be a default posture, especially for code generation, security, and compliance. • Pricing will keep moving toward value aligned consumption models, not simple per seat formulas. Timestamped Highlights• 00:56 What Sonar does, and why clean code is really about security, reliability, and maintainability • 05:36 The Tesla lesson: mechanics commoditize, software becomes the experience people buy • 09:11 Culture plus education: why software capability cannot live in one silo • 14:21 Cutting through AI hype with program discipline and a “trust but verify” mindset • 18:23 Boards, governance, and setting an “acceptable use” policy for AI before something goes wrong • 25:18 How software pricing changes in an AI world, and why Sonar prices by lines of code analyzed A line worth saving:“Define acceptable risk as opposed to no risk.” Pro Tips you can steal• Write down what you want AI to achieve, the steps to get there, and the metric you will use to verify outcomes. • For code generation, scan and review before shipping, treat AI output like a draft, not a final answer.• Set clear rules for what is allowed with AI inside the company, then iterate as you learn. Call to ActionIf you want more conversations like this on software leadership, AI governance, and building real impact, follow The Tech Trek and subscribe on your favorite podcast app. If someone on your team is wrestling with AI rollout or developer productivity, share this episode with them.
In this episode of Run the Numbers, CJ Gustafson sits down with Brian Brown, Chief Financial Officer and Treasurer at Rocket Companies, to unpack how Rocket has built a differentiated, full-stack fintech business far beyond its mortgage roots. The conversation explores Rocket's approach to long-tail monetization, the strategic importance of mortgage servicing, and how recapture rates become a durable competitive advantage in volatile rate environments. Brian shares lessons from leading complex M&A transactions, managing a business that reacts in real time to macro signals, and building a finance organization that prioritizes storytelling, strategy, and cross-functional thinking over pure accounting prowess. The result is a wide-ranging discussion on what traditional financial services companies can teach modern SaaS and fintech leaders about metrics, brand, and disciplined execution.—SPONSORS:Sage Intacct is a cloud financial management platform that replaces spreadsheets, automates workflows, and keeps your books audit-ready as you scale. It unifies accounting, ERP, and real-time reporting for finance, retail, logistics, tech, and professional services. With payback in under six months and up to 250% ROI, and eight years as the customer-satisfaction leader, Sage Intacct helps you take control of your growth: https://bit.ly/3Kn4YHtMercury is business banking built for builders, giving founders and finance pros a financial stack that actually works together. From sending wires to tracking balances and approving payments, Mercury makes it simple to scale without friction. Join the 200,000+ entrepreneurs who trust Mercury and apply online in minutes at https://www.mercury.comRightRev automates the revenue recognition process from end to end, gives you real-time insights, and ensures ASC 606 / IFRS 15 compliance—all while closing books faster. For RevRec that auditors actually trust, visit https://www.rightrev.com and schedule a demo.Tipalti automates the entire payables process—from onboarding suppliers to executing global payouts—helping finance teams save time, eliminate costly errors, and scale confidently across 200+ countries and 120 currencies. More than 5,000 businesses already trust Tipalti to manage payments with built-in security and tax compliance. Visit https://www.tipalti.com/runthenumbers to learn more.Aleph automates 90% of manual, error-prone busywork, so you can focus on the strategic work you were hired to do. Minimize busywork and maximize impact with the power of a web app, the flexibility of spreadsheets, and the magic of AI. Get a personalised demo at https://www.getaleph.com/runFidelity Private Shares is the all-in-one equity management platform that keeps your cap table clean, your data room organized, and your equity story clear—so you never risk losing a fundraising round over messy records. Schedule a demo at https://www.fidelityprivateshares.com and mention Mostly Metrics to get 20% off.—LINKS:Brian on LinkedIn: https://www.linkedin.com/in/brian-brown-3aa37a8a/Rocket Companies: https://rocket.com/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:From $500M Losses to $500M Profits: The CFO Who Helped Major League Baseball Win off the Fieldhttps://youtu.be/7xw9qY2w5C4—TIMESTAMPS:00:00:00 Preview and Intro00:02:30 Sponsors — Sage Intacct | Mercury | RightRev00:05:55 CJ's Rocket Mortgage Fanboy Moment00:07:13 How Rocket Mortgage Actually Makes Money00:12:06 Investing in Brand Trust for Infrequent but High-Stakes Decisions00:15:17 Mortgage Servicing as a Long-Term Relationship Engine00:17:17 Sponsors — Tipalti | Aleph | Fidelity Private Shares00:20:40 Why the Long Tail of Customer Relationships Is Underrated00:23:01 Recapture Rate and Why Mortgage Loyalty Is Broken00:25:23 Lower CAC Through Lifetime Value and Repeat Borrowers00:30:55 Financial Storytelling as a CFO's Real Job00:33:03 Why CFOs Must Sell the Story, Not Just the Numbers00:40:49 Public vs. Private M&A and Why Public Deals Are Harder00:45:21 Redfin Acquisition Thesis and Top-of-Funnel Strategy00:52:18 Being Swarmed by Merger Arb Funds Like Taylor Swift00:55:18 How Rocket Forecasts in a Volatile Interest Rate Environment00:58:04 Weekly Forecasting, Scenario Planning, and Avoiding Forecast Fatigue01:00:32 Finance Teams as Business Consultants and Strategic Partners01:02:23 Why CFOs Need a Seat at the Strategy Table01:04:19 Long-Ass Lightning Round: A Leadership Mistake and Building Teams01:05:58 Leadership Lessons on Team Size and Accountability01:07:33 Advice to Younger Self and Slowing Down01:08:49 Finance Software Stack and AI Tools01:11:31 Lessons from Working with Dan Gilbert01:16:58 Craziest Expense Story01:17:55 Outro#RunTheNumbersPodcast #CFOLeadership #FinanceStrategy #MergersAndAcquisitions #FinancialStorytelling This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com
Uma Welingkar is a globally recognized product and strategy leader named one of the Top 50 Women in Tech in 2021. Uma has led global SaaS organizations through transformation by building high-performing teams, streamlining operations, and driving meaningful growth. After navigating her own health journey, she's become a passionate advocate for using technology with empathy creating products that truly serve people. She now mentors product leaders and advises mission-driven startups on how to scale through product-led and AI-powered growth.Linked in https://www.linkedin.com/in/umawelingkar/Bluesky: https://bsky.app/profile/rnrgrlsf.bsky.socialInstagram: https://www.instagram.com/uwelingkar/ ***********Susanne Mueller / www.susannemueller.biz TEDX Talk, May 2022: Running and Life: 5KM Formula for YOUR Successhttps://www.youtube.com/watch?v=oT_5Er1cLvY Join Substack: https://substack.com/@susannemuellernyc?Enjoy one coaching session for free if you are a yearly subscriber. 700+ weekly blogs / 500+ podcasts / 1 Ironman Triathlon / 5 half ironman races / 26 marathon races / 4 books / 1 Mt. Kilimanjaro / 1 TEDx Talk
In this episode, Lauren talks to the seller of a SaaS business created in April 2023 in the SEO niche. Listen in to find out how the business makes an average of $48,689.00 per month in net profit, why the seller has decided to sell, the lessons learned from running the business, and much more. Visit https://empireflippers.com/listing/89701 to learn more about this business.
There's a narrative we've been sold all year: "Move fast and break things." But a new 100-page report from the Future of Life Institute (FLI) suggests that what we actually broke might be the brakes.This week, the "Winter 2025 AI Safety Index" dropped, and the grades are alarming. Major players like OpenAI and Anthropic are barely scraping by with "C+" averages, while others like Meta are failing entirely. The headlines are screaming about the "End of the World," but if you're a business leader, you shouldn't be worried about Skynet—you should be worried about your supply chain.I read the full audit so you don't have to. In this episode, I move past the "Doomer" vs. "Accelerationist" debate to focus on the Operational Trust Gap. We are building our organizations on top of these models, and for the first time, we have proof that the foundation might be shakier than the marketing brochures claim.The real risk isn't that AI becomes sentient tomorrow; it's that we are outsourcing our safety to vendors who are prioritizing speed over stability. I break down how to interpret these grades without panicking, including:Proof Over Promises: Why FLI stopped grading marketing claims and started grading audit logs (and why almost everyone failed).The "Transparency Trap": A low score doesn't always mean "toxic"—sometimes it just means "secret." But is a "Black Box" vendor a risk you can afford?The Ideological War: Why Meta's "F" grade is actually a philosophical standoff between Open Source freedom and Safety containment.The "Existential" Distraction: Why you should ignore the "X-Risk" section of the report and focus entirely on the "Current Harms" data (bias, hallucinations, and leaks).If you are a leader wondering if you should ban these tools or double down, I share a practical 3-step playbook to protect your organization. We cover:The Supply Chain Audit: Stop checking just the big names. You need to find the "Shadow AI" in your SaaS tools that are wrapping these D-grade models.The "Ground Truth" Check: Why a "safe" model on paper might be useless in practice, and why your employees are your actual safety layer.Strategic Decoupling: Permission to not update the minute a new model drops. Let the market beta-test the mess; you stay surgical.By the end, I hope you'll see this report not as a reason to stop innovating, but as a signal that Governance is no longer a "Nice to Have"—it's a leadership competency.⸻If this conversation helps you think more clearly about the future we're building, make sure to like, share, and subscribe. You can also support the show by buying me a coffee.And if your organization is wrestling with how to lead responsibly in the AI era, balancing performance, technology, and people, that's the work I do every day through my consulting and coaching. Learn more at https://christopherlind.co.⸻Chapters:00:00 – The "Broken Brakes" Reality: 2025's Safety Wake-Up Call05:00 – The Scorecard: Why the "C-Suite" (OpenAI, Anthropic) is Barely Passing08:30 – The "F" Grade: Meta, Open Source, and the "Uncontrollable" Debate12:00 – The Transparency Trap: Is "Secret" the Same as "Unsafe"?18:30 – The Risk Horizon: Ignoring "Skynet" to Focus on Data Leaks22:00 – Action 1: Auditing Your "Shadow AI" Supply Chain25:00 – Action 2: The "Ground Truth" Conversation with Your Teams28:30 – Action 3: Strategic Decoupling (Don't Rush the Update)32:00 – Closing: Why Safety is Now a User Responsibility#AISafety #FutureOfLifeInstitute #AIaudit #RiskManagement #TechLeadership #ChristopherLind #FutureFocused #ArtificialIntelligence
We had the pleasure of hearing Charles Delfs break down HAM (Headless Authorization Module) as he showed us how this system transforms the way you manage roles, permissions, and feature access in FileMaker. Inheritance, overrides, and data-driven rules can replace brittle security setups and open use cases like feature flags, SaaS plans, and time-based access.
Join Durlabh Jain, CEO of CoolR Group Inc., in a high-impact conversation with Gary Fowler as they break down how AI, automation, and IoT are reinventing retail execution for global CPG companies. Discover what it really takes to build hardware-plus-SaaS solutions that work reliably in the field — not just in demos.
Podcast: Exploited: The Cyber Truth Episode: When Open Source Gets You Into Hot Water: Copyleft Risk in Embedded SystemsPub date: 2025-12-11Get Podcast Transcript →powered by Listen411 - fast audio-to-text and summarizationOpen source accelerates development in embedded systems, but hidden license obligations can quickly create legal and operational risk. In this episode of Exploited: The Cyber Truth, host Paul Ducklin is joined by RunSafe Security Founder and CEO Joseph M. Saunders and Salim Blume, Director of Security Applications, for a look at how copyleft risk emerges and why compliance in embedded products is more challenging than many teams expect. Salim breaks down how restrictive licenses, such as GPL and AGPL, can force the disclosure of proprietary code, interrupt product shipments, or create exposure long after devices are deployed in the field. Joe shares why accurate SBOMs, automated license checks, and enforcing policy at build time are critical to preventing surprises in downstream products. The discussion also touches on the ongoing Vizio case, where the TV manufacturer faces litigation that could compel public release of source code under the GPL, highlighting how open source obligations can surface years after products hit the market. Together, Paul, Joe, and Salim explore: How copyleft obligations can require source-code disclosureWhy embedded environments complicate license complianceReal-world cases where unnoticed GPL dependencies caused major issues, such as Vizio's GPL lawsuit and Cisco's WRT54G router familyThe growing implications of AGPL for SaaS and connected servicesHow build-time SBOMs and automated controls reduce long-term risk Whether you're building connected devices, managing software supply chain compliance, or protecting proprietary IP, this episode offers practical guidance to reduce copyleft risk before it becomes a costly problem.The podcast and artwork embedded on this page are from RunSafe Security, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
Join a community of ambitious CEOs who are looking to build market-leading companies without sacrificing health and happiness.Check out: https://limitless.ceoWhat happens when your “software startup” accidentally turns into an agency, and that mistake becomes the fuel for your next breakout company? In this episode, I sit down with Reza, founder of Motion, to unpack one of the most honest startup journeys you'll hear: pivots under pressure, brutal clarity moments, and the insight that reshaped modern growth marketing.We talk about how Shoelace went from a struggling SaaS product to a profitable agency almost overnight, why admitting reality saved the company, and how that experience directly led to Motion, a creative analytics platform built for the new era of advertising, where creative (not targeting) is the ultimate growth lever. Reza explains why the future belongs to creative strategists, leaders who combine left-brain data rigor with right-brain creativity, and why founders must solve the most urgent problems, not the safest ones.We also dive deep into AI-native leadership: how Reza uses AI to prototype ideas, scale the CEO role, rebuild a product from the core, and make bold decisions without hedging. If you're a founder navigating disruption, creative vs. data tension, or the pressure to reinvent your company before the market forces you to, this episode is for you.Reza Khadjavi Connect with me:My website: https://limitless.ceo/LinkedIn:https://www.linkedin.com/in/themarkmacleod/Instagram: https://www.instagram.com/markmacleodcoach/
Some SaaS stories start with deep market research, long timelines, and careful planning. Tiago Alves' didn't. He only built what he needed to rescue his sister's bakery, never expecting anyone...
In this episode, Laurie Barkman is joined by Dr. Brianna Rhue, optometrist, entrepreneur, and co-founder of Dr Contact Lens. Brianna shares her journey from a private practice owner to a tech maven, driven by the need to solve a critical "leaky bucket" problem: doctors losing contact lens sales to online retailers. She discusses the "entrepreneurial gene", the power of a "chip on your shoulder", and the lessons learned in building a full-blown tech platform from scratch.
In this short segment of the Revenue Builders Podcast, we revisit the discussion with Jose Fernandez — former Head of Global Sales Development at Google and now CEO of Easy Comp — breaks down how compensation must evolve when companies shift from traditional SaaS licensing to consumption-based models. Drawing from his experience at Google Ads, one of the most successful consumption engines in business history, Jose lays out the structural advantages of consumption models and how GTM, onboarding, forecasting, and comp plans must align to unlock growth.John McMahon and John Kaplan then expand on how consumption changes seller behavior, deal sizing, renewal dynamics, forecast accuracy, and quota mechanics. This is a must-listen for revenue leaders, sellers, and anyone navigating the industry-wide shift toward usage-based pricing.KEY TAKEAWAYS[00:00:46] Companies transitioning to consumption models often copy SaaS licensing structures instead of designing comp that amplifies consumption-driven advantages.[00:01:34] Three core advantages of consumption models: lower barrier to entry, value-aligned spend increases, and product-led expansion.[00:03:07] Aligning GTM roles — new business, onboarding, and account management — enables scale and fairness in comp.[00:03:57] Forecasting in consumption models becomes an analytical discipline, requiring predictive models rather than rep intuition.[00:05:00] High-quality customer fit at acquisition can result in massive upside — one rep earned huge commission from a $15M three-month advertiser.[00:07:02] In consumption, churn can happen in a week — sellers must ensure rapid value realization, not just contract signing.[00:08:00] Sellers often intentionally downsize initial deals to ensure burn-down and protect compensation.[00:08:59] PLG and sales-assisted models blend; comp must account for small initial usage that grows rapidly.[00:09:48] Companies balance advance payments to reps with clawbacks to protect against churn.[00:10:10] Smart sellers can land small, prove value, and convert usage to multi-year, high-value commitments.QUOTES[00:01:10] “Companies take too much inspiration from the old model instead of designing comp that amplifies the advantages of consumption.”[00:01:56] “Customer spend is directly proportional to the value they get — and their understanding of that value.”[00:02:19] “If you have an amazing product, some of that growth is going to be product-led, regardless of the sales team.”[00:03:57] “Forecasting in a consumption model is an analytical exercise — not something you ask an account executive to guess.”[00:07:54] “In consumption, a customer can use it for a week, turn it off like a light switch, and move on.”[00:08:38] “PLG might start with $500 on a credit card and scale into a major enterprise deal.”[00:09:28] “Sometimes comp gives future credit for usage trajectory — but companies will claw it back if churn happens.”[00:10:33] “There's a lot of gold in this full episode — make sure you check it out.”Listen to the full conversation through the link below.https://revenue-builders.simplecast.com/episodes/driving-sales-behavior-with-effective-compensation-plans-with-jose-fernandezEnjoying the podcast? Sign up to receive new episodes straight to your inbox:https://hubs.li/Q02R10xN0Check out John McMahon's book here:Amazon Link: https://a.co/d/1K7DDC4Check out Force Management's Ascender platform here: https://my.ascender.co/Ascender/ Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Josh Ho is the Founder and CEO of Referral Rock, a bootstrapped referral marketing platform serving SMBs that rely on multi-step, relationship-driven sales. Starting in 2015 as a solo developer consulting on the side, Josh built the first version himself, validated demand quickly, and landed early customers by doing demos and hands-on support. Referral Rock has grown to roughly 500 customers, 20 team members, and about $3M in annual revenue. The company scaled through strong inbound SEO, founder-led sales, and a high-touch onboarding model for B2B businesses that value referrals. Over the years, the product expanded too broadly, creating UX and complexity challenges that later required a deliberate refocusing on core use cases. Today, Referral Rock is profitable, founder-owned, and steady at its current revenue plateau as Josh rethinks pricing, packaging, product simplicity, and ICP focus. He shares practical lessons on avoiding over-complexity, hiring from what you've already figured out, returning to first principles, and treating plateaus as puzzles to solve rather than signs of failure. Key Takeaways Charge Early, Not Late – His first startup delayed monetization; Referral Rock asked for payment within days of launching an MVP. Pricing For Segments– Good-better-best failed for SMBs with wildly different referral economics; switching to two specific lanes solved misalignment. Do the Job First – Hiring worked only after Josh personally figured out support, sales, or marketing enough to define the role clearly. Plateaus Aren't Failure – Post-COVID shifts and SEO changes slowed growth, but Josh treats plateaus as system puzzles, not existential threats. Profit Equals Freedom – With no investors and steady profitability, he optimizes for enjoyable work, long-term optionality, and building at his own pace. Quote from Josh Ho, Founder and CEO of Referral Rock "For me, a plateau or a pivot is a puzzle to be solved. Any time you try to build something, you hope to just keep hitting accelerators and different serendipitously find those things. But I've learned through my life, the most part, there are things that work only for a certain duration, right. "For me, it comes back to how I think about the business and. my innate goals for the business which, are different from most founders. When I'm talking to another founder is, they'll ask me what my exit strategy is. And my answer is usually, Well, I don't really have one. That's not how I think about the business. It's a very clear. "I enjoy my work and that's my North Star. Am I having fun? Do I enjoy this work? And I also continuously reinvent myself and my role to fit those changes.. There might be a job I had to do that I don't enjoy, but then I'll do that until it's no longer like the limiting step and then hire someone to backfill for myself." Links Josh Ho on LinkedIn Referra lRock on LinkedIn Referral Rock website Podcast Sponsor – Designli This podcast is sponsored by Designli, a digital product studio that helps entrepreneurs and startups turn their software ideas into reality. From strategy and design to full-scale development, Designli guides you through every step of building custom web and mobile apps. Learn more at designli.co/practical. The Practical Founders Podcast Tune into the Practical Founders Podcast for weekly in-depth interviews with founders who have built valuable software companies without big funding. Subscribe to the Practical Founders Podcast using your favorite podcast app or view on our YouTube channel. Get the weekly Practical Founders newsletter and podcast updates at practicalfounders.com. Practical Founders CEO Peer Groups Be part of a committed and confidential group of practical founders creating valuable software companies without big VC funding. A Practical Founders Peer Group is a committed and confidential group of founders/CEOs who want to help you succeed on your terms. Each Practical Founders Peer Group is personally curated and moderated by Greg Head.
In this episode of The Metrics Brothers, Ray “Growth” Rike and Dave “CAC” Kellogg take on one of the biggest challenges facing modern SaaS and AI-Native companies: how to measure NRR and expansion when pricing isn't fixed anymore.With the rise of usage-based, user-based-but-variable, and outcome-based pricing, the traditional world of ARR - long the backbone of SaaS metrics has been turned on its head. Contracts no longer tell the story. Spend does.Dave breaks down how to rethink ARR proxies using quarterly or monthly revenue (“implied ARR”) and why longer intervals help smooth volatility, especially for “humpback” or highly seasonal customers whose spend fluctuates dramatically month-to-month.Ray digs into what NRR was originally designed to measure and why many teams misinterpret it—especially in variable-pricing environments where a backward-looking metric can't serve as a forward-looking forecast. The brothers explain why sequential expansion, usage behavior, and real spend patterns now matter far more than traditional ARR bridges.Key topics include:Why ARR no longer maps cleanly to revenue in a variable pricing worldHow to calculate implied ARR using quarterly or monthly software revenueWhy NRR must be interpreted differently—and why survivor bias still mattersHow volatility and seasonality distort short-interval metricsWhy usage is the real leading indicator, not invoicesHow to rethink “expansion ARR” when base + variable spend changes continuouslyPacked with examples, including sinusoidal customers, misleading GRR math, and the dangers of splitting base versus variable revenue, this episode gives operators and investors a practical framework for measuring customer growth when pricing is anything but predictable.A must-listen for CFOs, RevOps leaders, and anyone trying to modernize SaaS metrics for the AI era.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
In this episode of The Inventive Journey, host Devin Miller interviews Kristie Jones, a sales strategist who turned her early experiences in athletics, hospitality, and SaaS leadership into a consultancy helping startups build strong sales foundations.Kristie shares why waiting tables taught her more about sales than any corporate role, how she navigated multiple reorganizations, why startups mis-hire so often, and how AI is transforming go-to-market strategy forever.Perfect for founders, sales leaders, and anyone building a modern revenue engine.
In this episode of the Thread Podcast, Justin talks with Tyler Will, VP of GTM Strategy & Ops at Intercom, about how modern revenue organizations are evolving in an era defined by AI, PLG-to-enterprise transitions, and go-to-market speed.Tyler shares his journey from economic consulting and Bain, to GTM leadership at LinkedIn, to now scaling RevOps at Intercom. He breaks down the key differences between operating at a 20,000-person giant and a high-velocity SaaS company, why balancing PLG and enterprise sales motions requires intentional system and process design, and how Intercom rebuilt its routing, sales assist, and pricing guardrails to accelerate ACVs and bring clarity back to the customer journey.The conversation digs into how AI is reshaping selling—not by replacing reps, but by giving them time back. From auto-generating QBR decks to enriching data behind the scenes, Tyler explains why AI actually makes sales more human, not less. He also shares why the next generation of RevOps talent will shift from narrow specialists to curious generalists who leverage AI, understand the full GTM workflow, and act as true co-owners of the business.This is a high-signal episode for anyone thinking about PLG evolution, GTM design, AI-powered sales, and how RevOps must evolve to meet the moment.Chapters00:00 — Intro + Tyler's Background Justin sets up the episode; Tyler shares his path from consulting and Bain to LinkedIn to Intercom.02:00 — Early Career Lessons: From Consulting to GTM How economic consulting and strategy work shaped Tyler's analytical and leadership approach.03:30 — Operating at Scale: LinkedIn vs. Intercom Why large enterprise GTM is committee-driven, and how smaller SaaS companies require speed, adaptability, and influence without authority.06:00 — PLG, Sales-Led, and the Middle Ground How Intercom balances self-serve PLG customers with enterprise sales—and why a “Sales Assist” motion has become critical.08:30 — Redesigning Routing, Guardrails & ACV Growth How simplifying and separating motions helped Intercom lift sales-led logos and drive higher ACVs.10:45 — AI as an Amplifier, Not a Replacement Why AI frees reps from low-value tasks (QBR decks, data cleanup) and makes room for more human selling.13:20 — The Real Risk: Overvaluing Human Busywork Why reps aren't losing points for doing things manually—and why AI should elevate the conversation, not eliminate the human.15:00 — The Future of RevOps Careers Why RevOps is shifting from specialists to generalists who use AI, understand systems, and act like business owners.18:00 — What RevOps Leaders Should Learn Next Tyler's advice to aspiring operators—how to become more valuable by being curious across the entire GTM ecosystem.19:30 — Closing Thoughts + Intercom Hiring Tyler encourages RevOps pros to embrace the field and shape the future; Justin wraps the conversation.
The "vibe coding will kill SaaS" narrative is everywhere right now, and I think it's completely wrong. Yes, anyone can spin up a Lovable or Bolt.new project in an afternoon. But there's a fundamental confusion happening: people are mistaking software products for software businesses. SaaS was never really about the software — it was always about the service, the operations, the years of edge cases and integrations and customer conversations that make a product actually work. In this episode, I break down why vibe-coded solutions fall apart the moment real customers show up, why "comprehension debt" is the hidden killer of AI-built projects, and how we might need to shift our messaging to make the invisible 20% of our work visible to buyers who now think they could build everything themselves.This episode of The Bootstraped Founder is sponsored by Paddle.comYou'll find the Black Friday Guide here: https://www.paddle.com/learn/grow-beyond-black-fridayThe blog post: https://thebootstrappedfounder.com/vibe-coding-wont-kill-saas/The podcast episode: https://tbf.fm/episodes/427-vibe-coding-wont-kill-saas Check out Podscan, the Podcast database that transcribes every podcast episode out there minutes after it gets released: https://podscan.fmSend me a voicemail on Podline: https://podline.fm/arvidYou'll find my weekly article on my blog: https://thebootstrappedfounder.comPodcast: https://thebootstrappedfounder.com/podcastNewsletter: https://thebootstrappedfounder.com/newsletterMy book Zero to Sold: https://zerotosold.com/My book The Embedded Entrepreneur: https://embeddedentrepreneur.com/My course Find Your Following: https://findyourfollowing.comHere are a few tools I use. Using my affiliate links will support my work at no additional cost to you.- Notion (which I use to organize, write, coordinate, and archive my podcast + newsletter): https://affiliate.notion.so/465mv1536drx- Riverside.fm (that's what I recorded this episode with): https://riverside.fm/?via=arvid- TweetHunter (for speedy scheduling and writing Tweets): http://tweethunter.io/?via=arvid- HypeFury (for massive Twitter analytics and scheduling): https://hypefury.com/?via=arvid60- AudioPen (for taking voice notes and getting amazing summaries): https://audiopen.ai/?aff=PXErZ- Descript (for word-based video editing, subtitles, and clips): https://www.descript.com/?lmref=3cf39Q- ConvertKit (for email lists, newsletters, even finding sponsors): https://convertkit.com?lmref=bN9CZw
Reselling software gives you many of the benefits of a software business, without the upfront development cost. That means you can enjoy recurring revenue, selling one product to multiple customers, and strong profit margins by white labeling a software tool that already exists. These benefits are what attract many people to starting a SaaS, or software as a service, but you may not need to go through the trouble. After all, there may already be a tool that solves the same problem. Could you become a software reseller instead of a software creator? To help me learn more about reselling software (also known as white labeling), I connected with Chris Lollini. Chris is a self-described “recovering engineer” who started a marketing agency as a side hustle 9 years ago. That agency evolved into a multi-6-figure white labeling operation called Reputation Igniter. The business helps other small businesses earn more positive reviews for their work. And while Chris definitely invested the time in growing his network and roster of monthly customers, it now takes him just 5-10 hours a week to run. Tune in to The Side Hustle Show interview to hear: how Chris got the idea to start white labeling SaaS products how he identified his customer's pain points and provided a SaaS solution the methods he uses to add value and create healthy profit margins Big thanks to my brother Chris for the intro! Full Show Notes: Reselling Software: Don't Start a SaaS — White Label Someone Else's Instead New to the Show? Get your personalized money-making playlist here! Sponsors: Indeed – Start hiring NOW with a $75 sponsored job credit to upgrade your job post! Quo (formerly OpenPhone) — Get 20% off of your first 6 months! Shopify — Sign up for a $1 per month trial! About The Side Hustle Show This is the entrepreneurship podcast you can actually apply! The award-winning small business show covers the best side hustles and side hustle ideas. We share how to start a business and make money online and offline, including online business, side gigs, freelancing, marketing, sales funnels, investing, and much more. Join 100,000+ listeners and get legit business ideas and passive income strategies straight to your earbuds. No BS, just actionable tips on how to start and grow your side hustle. Hosted by Nick Loper of Side Hustle Nation.
Cette semaine dans Demain N'attend Pas, on parle d'un angle trop souvent ignoré de la transition : la donnée.Car, si nos entreprises veulent réduire leurs émissions, elles doivent d'abord comprendre d'où elles viennent. Et ça, c'est un vrai défi de data Pour en parler, j'ai invité Rachel Delacour, une entrepreneure visionnaire et cofondatrice de Sweep, une plateforme Saas qui rassemble – enfin – toutes les données carbone d'une entreprise, de l'extraction des matières premières jusqu'à l'usage final des produits. Sweep, c'est un outil conçu pour que les entreprises disposent d'un vrai reporting carbone et surtout, pour qu'elles passent à l'action.Ce que j'ai aimé dans notre échange :Rachel n'était pas destinée à “faire de l'impact”. Elle venait de la tech, du SaaS, des startups. Puis à 40 ans, la réalité climatique lui tombe dessus — littéralement dans un avion, en lisant les rapport du GIEC.Elle se demande alors comment contribuer. De toutes les voies possibles, elle choisit celle qui lui permet de s'appuyer sur ce qu'elle a appris dans sa vie professionnelle passée et, au vu de l'urgence, d'être la plus rapidement efficace. Ce qu'elle sait faire : monter une entreprise, dans le secteur BtB, en aidant les grands groupes à comprendre leurs données et piloter leurs actions. Mais cette fois-ci, elle le fait au service de la décarbonation des grands groupe.Rachel a une ambition assumée : elle lève 100M€, recrute les meilleurs, et part convaincre les comités exécutifs partout dans le monde. Ca tombe bien, il faut de l'ambition pour réduire les émissions carbone à l'échelle !Elle ne moralise pas avec les entreprises, ne leur parle pas de leur responsabilité et de leur héritage. Elle parle business : réduction des risques, performance, avantage compétitif, ROI. Et ça marche.Un épisode qui rappelle une évidence : sans innovation, sans données, sans outils, la transition restera un slogan. Avec des entrepreneures comme Rachel, elle devient un chantier concret. Et je rajouterais : pour embarquer les entreprises, il faut qu'elles y voient leur intérêt économique et il faut parler leur langage.A l'heure des reculs écologiques, cette discussion nous rappelle que, si le chemin est étroit, il existe encore. A nous tous de nous y engager ! Je vous souhaite une très bonne écoute, ✍Vous voulez en savoir plus sur Sweep ?Allez voir leur site internet ici