Better Done Than Perfect (Userlist)

What should we think about when selecting an email automation platform? In this episode, we speak with Brennan Dunn, co-founder of RightMessage. We discuss how he gained his email automation knowledge, and the best practices for email automation. You'll learn the advantages of using custom fields over tags for segmentation, methods for email personalization, tips for providing value to subscribers, and more.

Visit our website for the detailed episode recap with key learnings.

• RightMessage — Brennan's email automation and lead generation software
• CreateAndSell.co — Brennan’s project where he teaches intermediate and advanced email marketing strategies
• Double Your Freelancing — Brennan's previous solo venture
• Drip, ConvertKit, Userlist, Customer.io, Mailchimp, ActiveCampaign, Klaviyo — email marketing providers
• Liquid — a templating language built by Shopify
• Bidsketch, SignWell (formerly Docsketch) — products by Ruben Gamez
• Help Scout, HubSpot, RightMessage — companies that do good email marketing
• Follow Brennan on Twitter

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best tool for sending onboarding emails and segmenting your SaaS users. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

What if being successful with your product requires consistent effort? In this episode, we speak with Ashutosh Priyadarshy, founder of Sunsama. You'll learn the story behind their productivity tool, how they define customer success, qualify new customers, and more.

Visit our website for the detailed episode recap with key learnings.

Show notes

• Sunsama — Ashutosh's product, a daily planner for elite professionals
• Intercom — a popular live chat tool
• Typeform — a popular survey tool
• Superhuman — a popular email client with high-touch onboarding
• Amplitude, FullStory — product analytics and insights tools
• Connect with Ashutosh at ashutosh@sunsama.com
• Email Ashutosh or support@sunsama.com to get three free months of Sunsama

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best way for SaaS founders to send onboarding emails, segment your users based on events, and see where your customers get stuck in the product. Start your free trial today at userlist.com.

Can we apply customer success practices to books and courses? And how can infoproducts help SaaS customers succeed? Season 2’s first guest is Alex Hillman, founder of Stacking The Bricks and author of The Tiny MBA. We discuss the company’s conception and philosophy, how they handle customer service, what makes a great course, and so much more.

Visit our website for the detailed episode recap with key learnings.

Show notes

• Stacking The Bricks — Alex’s company together with Amy Hoy
• Noko, EveryTimeZone — products by Amy Hoy, Alex’s partner
• 30x500 — Alex and Amy’s flagship product
• Indy Hall — Alex’s famous coworking space, now a remote work community
• Just F#*!ing Ship — a book by Amy and Alex
• Write Useful Books — a book & tool by Rob Fitzpatrick
• UI Breakfast Episode 206: Writing Useful Books with Rob Fitzpatrick
• Bear — a note-taking app
• The Essential Podcasting Guide — a book by Craig Hewitt of Castos
• Nathan Barry’s ConvertKit Academy
• Mastering ConvertKit — a course by Brennan Dunn available at Double Your Freelancing Rate
• Fundamental UI Design — a book Jane wrote for InVision (currently a free course)
• BadAss: Making Users Awesome — a book by Katy Sierra
• Follow Alex on Twitter
• The Tiny MBA — Alex’s book (use promo code BDTP20 at checkout for 20% off)

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best way for SaaS founders to send onboarding emails, segment your users based on events, and see where your customers get stuck in the product. Start your free trial today at userlist.com

How can you uncover your customers’ personal motivation and leverage it for SaaS growth? In this episode, we talk to Sofia Quintero, the founder of Collie and previously the founder of EnjoyHQ. You'll learn the lessons she learned from building EnjoyHQ, how you can get customers to open up to you, why you should ask why their project may fail, and more.

Visit our website for the detailed episode recap with key learnings.

• Collie — Sofia’s new product, a tool for engineering teams
• EnjoyHQ — Sofia’s previous company
• Know Your Customers’ “Jobs to Be Done”
• Uncovering Customer Insights with Aggelos Mouzakitis
• Check out Sofia’s personal website

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. It matches the complexity of your customer data, including many-to-many relationships between users and companies. Book your demo call today at userlist.com.

What can SaaS founders do to jumpstart their PR strategy? In this episode, we talk to Sneha Saigal, co-founder of Geeks & Experts. You'll learn why it’s best to DIY your PR strategy in the early stages, why you should be thoughtful about your pitches, how PR experts tap into a founder’s story, and more.

Visit our website for the detailed episode recap with key learnings.

• Geeks & Experts
• Help a B2B Writer, Source of Sources (formerly HARO)
• Survey-based Research Projects with Becky Lawlor
• Follow Sneha on LinkedIn

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. It matches the complexity of your customer data, including many-to-many relationships between users and companies. Book your demo call today at userlist.com.

What can we do to create impactful content for our SaaS? In this episode, we talk to Nicole Kow, a B2B marketing consultant and content strategist. You'll learn how to avoid a common content strategy pitfall for many companies, tips for content research, resources for improving writing, and more.

Visit our website for the detailed episode recap with key learnings.

• nicolekow.com — Nicole’s consultancy
• CodeSubmit, TrekkSoft — some of Nicole’s clients
• Reddit, Quora — great locations for research
• On Writing Well — a book by William Zinsser
• Don't Make Me Think — a book by Steve Krug
• Elizabeth Gilbert, Ann Patchett — some of Nicole’s favorite writers
• Animalz — content marketing agency
• Asana, Intercom — companies with examples of strong written content
• Grow Your Content Marketing as a Team of One
• The Evolution of Developer Salaries: Looking Back 20 Years
• Developer Burnout: Why It Happens and What We Can Do About It

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best way for SaaS founders to send onboarding emails, segment your users based on events, and see where your customers get stuck in the product. Start your free trial today at userlist.com.

How can you improve your customer acquisition funnel? In this episode, we talk to Farzad Rashidi, co-founder of Respona. You'll learn how they grow and convert their website traffic, how to help your landing pages rank, what content promotion strategies work best, and more.

Visit our website for the detailed episode recap with key learnings.

• Respona — Farzad’s tool
• UI Breakfast Episode 167: Designing Effective Presentations with Payman Taei
• Semrush, Ahrefs, Moz — Farzad’s tool stack
• Outreach Strategy Hub
• Connect with Farzad on LinkedIn

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. It matches the complexity of your customer data, including many-to-many relationships between users and companies. Book your demo call today at userlist.com.

How can user research inform our user onboarding decisions?? We tap precisely into that with today’s amazing guest, onboarding strategist and SaaS consultant Alli Blum. You’ll learn about Alli’s professional journey, her definition of ideal onboarding, customer success milestones, and her bulletproof advice on conducting customer interviews.

Visit our website for the detailed episode recap with key learnings.

Show notes

• alliblum.com — Alli’s website
• UI Breakfast Episode 112: Optimizing SaaS Trials with Alli Blum
• Conducting Switch Interviews — an article by Thoughtbot
• JTBD for User Onboarding with Ramli John
• Stop Aiming at Happiness: Unconventional Wisdom for Customer Success — Anna Jacobsen’s Microconf talk
• What is a North Star metric? — a Mixpanel article
• How Long Should Your Pages Be? — an article on stages of awareness by Copy Hackers
• The JTBD methodology by Bob Moesta and Chris Spiek, one of Alli’s recommended resources
• Forget the Funnel by Claire Suellentrop and Gia Laudi — one of Alli’s recommended resources
• Copy Hackers by Joanna Weibe — one of Alli’s recommended resources
• The Mom Test — a book by Rob Fitzpatrick, Jane’s recommendation

Thanks for listening! If you found the episode useful, please spread the word about this new show on Twitter mentioning @userlist, or leave us a review on iTunes.

Are humans inherently bad at managing priorities? In this episode, we talk to Harry Max, speaker, coach, consultant, and author of Managing Priorities. You'll learn about the DEGAP process, the four approaches to prioritization, prioritization processes in large organizations, and more.

Visit our website for the detailed episode recap with key learnings.

• Managing Priorities – Harry’s book
• The Eisenhower Matrix
• RICE, ICE – scoring models for prioritization
• Prune the Product Tree Method
• Innovation Games – a book by Luke Hohmann
• Analytic Hierarchy Process
• The Max Priorities Pyramid
• Thinking in Bets – a book by Amy Duke
• How I Master Productivity with the “Mise en Place” Method
• Follow Harry on LinkedIn
• Visit Harry’s website

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. Onboard, engage, and nurture your customers, as well as marketing leads. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

What tasks are worth automating in our businesses? What tools shall we use? In this episode, we talk to Jimmy Rose, founder of Content Snare. You’ll learn several automation ideas that can improve business processes, the differences between popular automation platforms, how to automate content and document collection from clients, and more.

Visit our website for the detailed episode recap with key learnings.

• Content Snare — Jimmy’s SaaS product
• Zapier, Integromat, IFTTT — popular automation tools
• Calendly, SavvyCal — scheduling tools
• Superhuman — a Gmail client
• Front, Intercom — shared inbox tools
• Elgato Stream Deck — a tool for streaming
• Touch Portal — the Android app for controls
• Zapier Lead Score — an integration for scoring leads
• Zapier Email Parser — a built-in email parser
• Zapier vs. Integromat YouTube video
• Typeform — a popular form builder
• Dropbox, Google Drive — popular cloud storage options
• ClickUp, Monday.com — project management systems
• Notion, Dropbox Paper — other collaboration tools
• jimmyrose.me — Jimmy’s website on automation
• Follow Jimmy on Twitter

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best tool for sending onboarding emails and segmenting your SaaS users. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

What processes are involved in activating your data? In this episode, we talk to David Sepulveda, Head of Data at Kumospace. You'll learn why data analysts need to work closely with research and product teams, how to distinguish correlation from causation, how much data you need to track, and more.

Visit our website for the detailed episode recap with key learnings.

• Kumospace – David’s place of work
• dbt logic
• The cupcake approach by Intercom
• Towards Data Science
• SF Python
• Follow David on LinkedIn and Twitter

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. It matches the complexity of your customer data, including many-to-many relationships between users and companies. Book your demo call today at userlist.com.

How do SaaS metrics evolve throughout the company life cycle? In this episode, we talk to Sid Jain, senior research analyst at ChartMogul. You'll learn about the two overarching categories of metrics, what high and low frequency metrics are, why you should use segmentation and cohorts when analyzing data, and more.

Visit our website for the detailed episode recap with key learnings.

• ChartMogul – Sid’s place of work
• GitLab KPI
• Jamin Ball
• SaaS Metrics that matter to Investors
• The SaaS Metrics that Matter
• SaaStr
• Follow Sid on Twitter and LinkedIn

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. Onboard, engage, and nurture your customers, as well as marketing leads. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

When is the right time to think about your email strategy? In this episode, we talk to Samar Owais, email strategist and founder of Emails Done Right. You'll learn about the extended onboarding flows, how to increase conversions from your mailing list, how to do discounts for SaaS the right way, and more.

Visit our website for the detailed episode recap with key learnings.

• Emails Done Right
• Joanna Wiebe – founder of Copyhackers
• Val Geisler – an email strategist and educator
• Join Samar’s list to get updates about her upcoming SaaS email strategy course
• Follow Samar on Twitter

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. Onboard, engage, and nurture your customers, as well as marketing leads. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

How can we use data and experimentation to improve marketing for our SaaS? In this episode, we speak with Martin "Gonto" Gontovnikas, co-founder and growth advisor at Hypergrowth Partners. We discuss how to run marketing experiments, learn faster and unlock growth growth. You'll hear practical tips such as figuring out what to test, at what cadence, and much more.

Visit our website for the detailed episode recap with key learnings.

• Hypergrowth Partners — a “sweat equity advisor” co-founded by Gonto
• Auth0 — Gonto’s previous place of work, acquired by Okta
• Gong, Chorus — call recording software
• Follow Gonto on Twitter
• Gonto’s blog
• Follow Hypergrowth Partners on Twitter

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best way for SaaS founders to send onboarding emails, segment your users based on events, and see where your customers get stuck in the product. Start your free trial today at userlist.com.

How can swag amplify your SaaS brand reputation? In this episode, we talk to Scott Markovits, fractional COO and startup mentor. You'll learn how swag supplements your marketing strategy, when it’s best to offer swag, why you should be thoughtful about selecting physical items, and more.

Visit our website for the detailed episode recap with key learnings.

• InVision — Scott’s previous place of work
• Threadbird
• Cotton Bureau
• Fathom Analytics
• Follow Scott on Twitter and LinkedIn
• Check out Scott’s website
• Leading From Afar

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. Onboard, engage, and nurture your customers, as well as marketing leads. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

Some entrepreneurs break into SaaS fairly early in life and make a real impact in the community. One of such inspiring founders is today’s guest, Adii Pienaar, the founder of WooCommerce and CM Commerce (previously Conversio). In this episode, you’ll hear about Adii’s successes  and failures in user onboarding, as well as his views on email marketing, task simplification, concierge onboarding, success metrics, segmentation, and much more.

Visit our website for the detailed episode recap with key learnings.

Show notes

• CM Commerce, WooCommerce — Adii’s previous products
• Dan Martell’s SaaS Academy
• Life Profitability — Adii’s podcast & an upcoming book
• Facebook’s Aha Moment Is Simpler Than You Think — an article by Benn Stancil that analyzes the ‘7 friends in 10 days’ method
• User Onboarding: The UX Behind Our Magically Extending Free Trial — an article by Janna Bastow on gamified trials
• Amplitude, Kissmetrics, Mixpanel — tools for product analytics
• adii.me — Adii’s website
• Follow Adii on Twitter

Thanks for listening! If you found the episode useful, please spread the word on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best tool for sending onboarding emails and segmenting your SaaS users. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

What does a go-to-market strategy look like for an early-stage B2B SaaS? What resources exist for marketers driving these strategies? In this episode, we talk to Lucy Heskins, an early-stage startup marketing advisor at Oh, blimey. You'll learn about the different frameworks used in go-to-market strategy, how to scale your business using traction channels, content marketing tips, and more.

Visit our website for the detailed episode recap with key learnings.

• Oh, blimey. — Lucy’s consulting company
• Careercake — Lucy’s previous place of work
• Progression — Jonny Burch’s HR software company
• Building HR Software with Jonny Burch
• Customer Camp — a customer research framework by Katelyn Bourgoin
• The Mom Test — a book by Rob Fitzpatrick
• Traction — a book by Gabriel Weinberg
• Drive Growth by Picking the Right Lane — A Customer Acquisition Playbook for Consumer Startups — an article on growth lanes
• Product-Led Growth: How to Build a Product That Sells Itself — a book by Wes Bush
• Product-Led Growth Slack community — a resource for product-led growth marketers
• Customer-led growth — go-to-market strategy that involves sales
• Forget the Funnel — a resource for customer-led-growth marketing
• Get Out of the ARPU-CAC Danger Zone with Channel Model Fit — an article by Brian Balfour
• Intercom’s pricing matrix — found in Lucy’s Early-Stage Startup Marketing Playbook
• Lucy’s blog
• Follow Lucy on Twitter
• Follow Lucy on LinkedIn

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best way for SaaS founders to send onboarding emails, segment your users based on events, and see where your customers get stuck in the product. Start your free trial today at userlist.com.

How can the JTBD framework help with customer development and product positioning? In this episode, we talk to Aggelos Mouzakitis, a retention-focused B2B SaaS head of growth. You'll learn about the main metric that proves product-market fit, how they used customer segmentation in the process, how to improve your JTBD interviews, and more.

Visit our website for the detailed episode recap with key learnings.

• headofgrowth.io — Aggelos’ consultancy
• Whereby — the case study we’re talking about
• What is Jobs to be Done (JTBD)?
• UI Breakfast Episode 254: Learning to Build with Bob Moesta
• Demand-Side Sales 101 — a book by Bob Moesta
• Clayton Christensen
• See Aggelos’ service for B2B SaaS teams
• Connect with Aggelos on LinkedIn

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. It matches the complexity of your customer data, including many-to-many relationships between users and companies. Book your demo call today at userlist.com.

How can B2B brands become more authentic and straightforward in their messaging? In this episode, we talk to Sarah McCredie, director of product marketing at Recurly. You'll learn what marketing for humans is, which brands are nailing it, why you shouldn’t be afraid to rebrand, and more.

Visit our website for the detailed episode recap with key learnings.

• Recurly — Sarah’s place of work
• Glossier — one of direct-to-consumer pioneers in human marketing
• Slack — an example of human branding in SaaS
• State of Subscriptions: What consumers want
• Connect with Sarah on LinkedIn

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. It matches the complexity of your customer data, including many-to-many relationships between users and companies. Book your demo call today at userlist.com.

What pitfalls should we avoid in cold email outreach? In this episode, we talk to Andy Cabasso, co-founder of Postaga. You'll learn technical setup tips, ways to stand out, the best practices for follow-up sequences, and more.

Visit our website for the detailed episode recap with key learnings.

• Postaga — Andy's automated email outreach product
• Product Hunt — a discovery site for new tech products
• John Buchan's "Charm Offensive" — a cold email outreach approach
• Episode 507 | Making Cold Email Work in B2B SaaS
• Follow Andy on Twitter, Facebook, and LinkedIn
• Use promocode BDTP50  to get 50% off the first 3 months of Postaga

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best way for SaaS founders to send onboarding emails, segment your users based on events, and see where your customers get stuck in the product. Start your free trial today at userlist.com.

What’s the best way to teach people email marketing automation? In this episode, we talk to Chris L. Davis, marketing automation consultant and founder of Automation Bridge. You'll learn how Chris gained his expertise, the steps in his mentorship and training model, the importance of mapping before automating, and more.

Visit our website for the detailed episode recap with key learnings.

• Automation Bridge — Chris’s company
• Leadpages, ActiveCampaign — Chris’s previous places of work
• Six Sigma — a popular business process framework
• Chris’s Facebook Group
• All Systems Go! Podcast — Chris’s podcast
• Follow Chris on Twitter
• Explore automation resources on their website

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best tool for sending onboarding emails and segmenting your SaaS users. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

What are the best practices for producing technical content? In this episode we talk to Karl Hughes, founder of Draft.dev. You'll learn how to scale content for different goals, the editorial process he follows at his agency, tips for content promotion, and more.

Visit our website for the detailed episode recap with key learnings.

• Cassidy’s Twitch channel
• Draft.dev — Karl’s agency
• BuzzSumo — tool for evaluating content reach
• Ahrefs — popular suite of SEO tools
• Building a Scalable E-Commerce Data Model
• Understanding Docker Networking
• The Bulk of Software Engineering is Just Plumbing
• The Best Golang Blogs
• 50+ Best SaaS Podcasts: What Startup Founders Should Be Listening to in 2021
• Sarah Doody’s Newsletter
• The Big Blog Promotion Checklist
• Draft.dev Blog
• Follow Karl on Twitter

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best tool for sending onboarding emails and segmenting your SaaS users. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

How do you run and manage a multi-product portfolio? In this episode, we talk to Tim Schumacher, co-founder and CEO of saas.group. You'll learn how they developed their acquisition model, the importance of setting up central teams for operative tasks, why founders need to think about successors, and more.

Visit our website for the detailed episode recap with key learnings.

• saas.group — Tim’s company
• UI Breakfast Episode 135: Multi-Product Portfolio Model for SaaS with JD Graffam
• Prerender, Pipeline CRM, Rewardful — some companies acquired by saas.group
• TinySeed
• Send Tim an email
• Follow Tim on LinkedIn
• Follow Dirk Sahlmer on LinkedIn

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. Onboard, engage, and nurture your customers, as well as marketing leads. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

How can we get better at SaaS pricing and packaging? In this episode, we talk to Dan Balcauski, founder and chief pricing officer at Product Tranquility. You'll learn what department should own the pricing function, how often you should revisit pricing, why you shouldn’t A/B test your pricing, and more.

Visit our website for the detailed episode recap with key learnings.

• Product Tranquility
• Follow Dan on LinkedIn
• SaaS Scaling Secrets — Dan’s podcast

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. It matches the complexity of your customer data, including many-to-many relationships between users and companies. Book your demo call today at userlist.com.

How should membership-focused companies think about marketing automation? In this episode, we talk to Blair Wadman, an email automation consultant specializing in membership-focused companies. You'll learn about the similarities and differences of these companies compared to the traditional SaaS model, the tools used to run these businesses, tips for email marketing, and more.

Visit our website for the detailed episode recap with key learnings.

• Blair’s consulting website
• Brennan Dunn — founder of Double Your Freelancing, co-founder of RightMessage
• Zapier — an integration platform
• Memberstack, MemberVault — popular membership systems
• Circle, Tribe — popular community platforms
• MemberWise — an online community resource
• Userlist — an email automation tool for SaaS
• Pardot — a high-end email automation tool
• Fizzle — a popular content site
• Mastering Email Software with Brennan Dunn
• Follow Blair on Twitter
• Automate Your Membership — Blair’s special newsletter

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best tool for sending onboarding emails and segmenting your SaaS users. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

How do you build and grow a community-led business? In this episode, we talk to Lloyed Lobo, co-founder of Boast.ai and author of From Grassroots to Greatness. You'll learn about the four stages companies go through to become a global phenomenon, the values for building a sustainable community-led business, how to nurture brand evangelists, and more.

Visit our website for the detailed episode recap with key learnings.

• From Grassroots To Greatness — Lloyed’s new book
• Start with Why — a book by Simon Sinek
• Nick Mehta, Dharmesh Shah, Kipp Bodnar, Mark Roberge — brand evangelists
• Larry Ellison, Jason Lemkin, Gary Vaynerchuk
• Follow Lloyed on LinkedIn
• From Grassroots To Greatness website

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. It matches the complexity of your customer data, including many-to-many relationships between users and companies. Book your demo call today at userlist.com.

How do you leverage monetization for growth? In this episode, we talk to John Kotowski, founder and CEO of Buyerson, Inc. You'll learn about the importance of identifying your buyer persona, the three growth tactics through monetization, who should own the pricing problem, and more.

Visit our website for the detailed episode recap with key learnings.

• Buyerson, Inc. — John’s consultancy
• SaaS Monetization: The Secret Weapon for Growth
• How to Write a Pricing Update Email: 14 Examples from Real SaaS Companies
• How To Price Your Product: A Guide To The Van Westendorp Pricing Model
• Follow John on LinkedIn

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. It matches the complexity of your customer data, including many-to-many relationships between users and companies. Book your demo call today at userlist.com.

When is the right time to survey users within your SaaS product? How can that survey data be used in customer success? Today  we speak with Moritz Dausinger, founder of Refiner. Moritz shares the story behind his survey tool, when and how to survey your users, and many other tips for making the most of the survey data.

Visit our website for the detailed episode recap with key learnings.

Show notes

• Refiner — Moritz’s product, a survey tool for SaaS companies
• Mailparser, Docparser — Moritz’s past projects prior to Refiner
• Segment — customer data platform (CDP)
• Amplitude — product analytics tool
• Gall’s Law — the law about complex systems being built from simple systems
• Capterra — software search and comparison tool
• Saas Growth Hacks — a popular Facebook group for SaaS founders
• Quora — knowledge sharing platform
• Product-Led Growth — product-based go-to-market strategy
• Follow Moritz on Twitter

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best way for SaaS founders to send onboarding emails, segment your users based on events, and see where your customers get stuck in the product. Start your free trial today at userlist.com.

How do you measure the effectiveness of your paid media campaigns? In this episode, we talk to Barbara Galiza, a growth and marketing analytics consultant. You'll learn about the three types of campaign performance metrics, how to manage attribution via multiple data sources, how companies are adapting to the recent focus on data privacy, and more.

Visit our website for the detailed episode recap with key learnings.

• Data Discrepancies in Marketing Sources
• Snowplow, Segment – data platforms
• Decoding Marketing Mix Modeling: A Complete Guide
• GeoLift, Holdout – types of tests
• Measuring the ROI of Email with Claudiu Murariu
• The consequences of privacy features and regulations for consumers
• 021 Newsletter
• Follow Barbara on LinkedIn

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. Onboard, engage, and nurture your customers, as well as marketing leads. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

How do you leverage data for SaaS growth? In this episode, we talk to Arpit Choudhury, founder of Databeats. You'll learn what makes a robust data foundation, how teams can work together to collect data, why less data is better, and more.

Visit our website for the detailed episode recap with key learnings.

• Databeats
• Make (formerly Integromat) — Arpit’s previous place of work
• Good Data To Growth: The GDG Model
• Measuring the ROI of Email with Claudiu Murariu
• Get Arpit’s book
• Follow Arpit on LinkedIn

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. Onboard, engage, and nurture your customers, as well as marketing leads. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

How do you market a product that serves multiple jobs-to-be-done? In this episode, we talk to Geoff Roberts, co-founder of Outseta. You'll learn about their special approach to SEO, why you should sometimes prioritize resonance over reach, the importance of narrowing down on your audience, and more.

Visit our website for the detailed episode recap with key learnings.

• Outseta — Geoff’s product
• Basecamp, HubSpot — popular all-in-one products
• Follow Geoff on Twitter and LinkedIn

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. It matches the complexity of your customer data, including many-to-many relationships between users and companies. Book your demo call today at userlist.com.

With so many elements involved in email marketing, what does the quality assurance process look like? In this episode, we talk to Michael Wilding, a marketing automation architect. You'll learn how QA is done in larger organizations, why creating a base template is important, how to do QA on your workflows, and how to test your emails using different methods.

Visit our website for the detailed episode recap with key learnings.

• DEPT® — Michael’s place of work
• Litmus, Email on Acid — template testing tools
• Postman
• Follow Michael on LinkedIn

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. It matches the complexity of your customer data, including many-to-many relationships between users and companies. Book your demo call today at userlist.com.

How can automated webinars help your product grow? In this episode, we talk to Melissa Kwan, co-founder and CEO of eWebinar. You'll learn the difference between live-first and automated webinar solutions, why you should be honest with your prospects, how you can make your on-demand demo effective, and more.

Visit our website for the detailed episode recap with key learnings.

• eWebinar — Melissa’s product
• Zoom, Livestorm, Demio — popular tools for live webinars
• How to Script an Effective On-Demand Product Demo — And Convert Leads Without Talking to Them!
• Connect with Melissa on LinkedIn

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. Onboard, engage, and nurture your customers, as well as marketing leads. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

What are the best ways to segment our marketing lists and nurture subscribers  toward conversion? In this episode, we talk to Jason Resnick, email automation and marketing consultant. You'll learn how to balance nurture sequences and broadcast emails, how to approach segmentation and lead scoring, tips for improving automations, and more.

Visit our website for the detailed episode recap with key learnings.

• NurtureKit — Jason’s consulting business
• Drip, ConvertKit, ActiveCampaign — popular email marketing tools
• Livestorm — webinar software
• Follow Jason on Twitter
• Subscribe to Jason’s NurtureKit channel on YouTube

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best way for SaaS founders to send onboarding emails, segment your users based on events, and see where your customers get stuck in the product. Start your free trial today at userlist.com.

How do you conduct a survey-based research project? In this episode, we talk to Becky Lawlor, founder of Sparkifico. You'll learn about the benefits of doing research content, how to identify the angle for your research, what to include when identifying your audience, tools that you can use for conducting the survey, and more. 

Visit our website for the detailed episode recap with key learnings.

• Sparkifico – Becky’s research and content agency
• Michele Linn – co-founder and chief strategy officer at Mantis Research
• Pollfish, SurveyMonkey – panel companies for consumer audiences
• HARO, Help a B2B Writer – popular PR platforms
• Alchemer, Qualtrics – popular survey tools
• QUAID – an online tool that helps evaluate survey questions
• Questionnaire Design — a book by Ian Brace
• Follow Becky on LinkedIn

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. It matches the complexity of your customer data, including many-to-many relationships between users and companies. Book your demo call today at userlist.com.

Need a crash course on how to approach live streaming? In this episode, we talk to Cassidy "Cassidoo" Williams, developer and content creator. You'll learn what equipment and tools Cassidy uses for streaming, tips on how to get started, different approaches to handling the live chat, and more.

Visit our website for the detailed episode recap with key learnings.

• Cassidy’s Twitch channel
• Learn with Jason — a live learning site for developers
• Twitch, YouTube — popular streaming platforms
• OBS, Streamlabs, Twitch Studio — streaming desktop apps
• Socket Studio — open source software for enhancing Twitch streams
• Shure MV7, Blue Yeti — popular microphones
• Sony A6100 — Cassidy’s streaming camera
• Elgato Key Lights — a compact lighting option
• Follow Cassidy on GitHub
• Follow Cassidy on Twitter
• Cassidy’s website  and newsletter

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best way for SaaS founders to send onboarding emails, segment your users based on events, and see where your customers get stuck in the product. Start your free trial today at userlist.com.

Marketing attribution remains the biggest “black box” for SaaS people. What’s the right way to think about it? In this episode, we talk to Steffen Hedebrandt, co-founder and CMO of Dreamdata. You'll learn about the typical customer journeys in B2B SaaS, which channels are the easiest to measure, tips for running marketing experiments, and more.

Visit our website for the detailed episode recap with key learnings.

• Dreamdata — Steffen’s product
• Trustpilot — a popular review platform
• B2B go-to-market benchmarks 2022 — a study by Dreamdata
• HubSpot, Segment — marketplaces to list your product
• ICP — ideal customer profile
• Capterra, G2 — other popular review sites
• Follow Steffen on LinkedIn
• Try Dreamdata for free

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best way for SaaS founders to send onboarding emails, segment your users based on events, and see where your customers get stuck in the product. Start your free trial today at userlist.com.

How can we approach customer experience holistically to enable effective email marketing? In this episode, we talk to Jordan Skole, VP of Product Growth at Autobooks. You'll learn why it’s important to consider the entire customer experience, how copywriting can inform design, frameworks for understanding customers and creating email automations, and more.

Visit our website for the detailed episode recap with key learnings.

• Autobooks — Jordan’s current place of work
• Mastering Email Software with Brennan Dunn
• UI Breakfast Podcast. Episode 105: Website Personalization with Brennan Dunn
• CI/CD — continuous integration and continuous delivery
• Customer Experience
• Val Geisler, Alli Blum, Claire Suellentrop — helped Jordan scale the conversion copywriting team at AutoBooks
• Joanna Wiebe — founder of Copyhackers
• JTBD Framework
• Miro, Mural — popular visualization tools
• Bob Moesta — an authority in the field of JTBD
• Demand-Side Sales — a book by Bob Moesta
• Hero’s Journey Monomyth
• The Hero’s Journey — a book by Joseph Campbell
• Follow Jordan on Twitter

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best way for SaaS founders to send onboarding emails, segment your users based on events, and see where your customers get stuck in the product. Start your free trial today at userlist.com.

What does it mean to run a product-led organization? In this episode, we talk to Todd Olson, co-founder and CEO of Pendo. You'll learn about the three pillars of product-led growth, the sales process for a highly technical product, the benefits of having a free plan, and more.

Visit our website for the detailed episode recap with key learnings.

• Pendo – Todd’s SaaS
• Measuring and Managing Performance in Organizations – a book by Robert Austin
• Mailchimp, Datadog – SaaS companies with freemium plans
• Follow Pendo on Twitter and LinkedIn
• Follow Todd on Twitter

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. It matches the complexity of your customer data, including many-to-many relationships between users and companies. Book your demo call today at userlist.com.

How do we design products to help users feel like they are making progress? In this episode, we speak with Jonny Burch, co-founder and CEO of Progression. We discuss several challenges they face while operating in the HR space — from selling their software to aligning vocabulary with customers.

Visit our website for the detailed episode recap with key learnings.

Show notes

• Progression — Jonny's career growth product
• Progression.fyi — the original free resource
• Deliveroo — a popular UK-based delivery company, similar to Uber Eats
• Dovetail — a tool for capturing product insights
• Figma — web-based design tool, a community of design advocates
• Gainsight — customer success and product experience software
• Segment — a popular customer data platform (CDP)
• Mixpanel — a tool for event-based analytics
• Chargebee — a subscription billing & revops platform
• ChartMogul — a tool for revenue analytics
• Smartlook — a tool for user behavior tracking, similar to FullStory
• Follow Jonny on Twitter
• Follow Progression on Twitter
• Email jonny@progressionapp.com and mention UIBREAKFAST to claim your product discount

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best tool for sending onboarding emails and segmenting your SaaS users. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

How do you find that elusive product-market fit? In this episode, we talk to Andrew Reifman, co-founder and chief product officer at Makeswift. You'll learn why you need to get your product out there as early as possible, how to follow your gut feel in finding the fit, why you should focus on your core product, and more.

Visit our website for the detailed episode recap with key learnings.

• Makeswift – Andrew's product
• Alan Pledger – co-founder and CEO of Makeswift
• Guillermo Rauch – one of Makeswift's investors, creator of Next.js and CEO of Vercel
• Brand New – UnderConsideration's blog
• Colossal
• Tobias van Schneider – creator of Semplice and MyMind
• Follow Andrew on Twitter

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. It matches the complexity of your customer data, including many-to-many relationships between users and companies. Book your demo call today at userlist.com.

How can we edit our content better? Can editing make a difference? In this episode, we talk to Kieran Tie, founder of Chatty, the editorial service. You'll learn the different types of editing, negative writing habits to avoid, how to make niche technical content more appealing, and more.

Visit our website for the detailed episode recap with key learnings.

• Chatty.so — Kieran’s editorial service
• Grammarly, Writer.com — proofreading tools
• Google Docs, Quip — collaborative word processing tools
• Follow Kieran on Twitter

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best tool for sending onboarding emails and segmenting your SaaS users. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

How can you get more mileage out of your existing content? In this episode, we talk to Kai Daivs, an SEO consultant. You'll learn how often you should update your pages, the two levers for improving your SEO, how to use heat mapping, and more.

Visit our website for the detailed episode recap with key learnings.

• Survey-based Research Projects with Becky Lawlor
• Ahrefs, Semrush – popular SEO tools
• Screaming Frog
• Hotjar – a heat mapping tool
• Follow Kai on Twitter
• Get Kai's exclusive resources for BDTP listeners

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. It matches the complexity of your customer data, including many-to-many relationships between users and companies. Book your demo call today at userlist.com.

How do you come up with new ideas for A/B testing in B2B SaaS? In this episode, we talk to Sahil Patel, CEO of Spiralyze. You'll learn why you should get inspiration from the tests run by other companies, how early you should invest in A/B testing, where to use disruptions in your website design, and more.

Visit our website for the detailed episode recap with key learnings.

• Spiralyze
• Connect with Sahil on LinkedIn

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. Onboard, engage, and nurture your customers, as well as marketing leads. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

How do SaaS sales and customer success compare? Today we speak with Louis Nicholls, co-founder of SparkLoop. You'll learn how to approach customer success with long-time-to-value products, what to watch out for with sales calls and demos, the benefits and drawbacks of freemium, and much more.

Visit our website for the detailed episode recap with key learnings.

Show notes

• SparkLoop — referral tool for newsletters
• ReferralHero — a referral tool run by Louis’s co-founder, Manuel
• Gymhopper — the first of Louis' startups
• ClassPass — fitness, spa, and beauty app with similarities to Gymhopper
• PostPerk — marketing SaaS tool for eCommerce, one of Louis' companies that he recently sold
• Sales for Founders — Louis's famous course
• Arrows — tool for creating mutual action plans with customers
• Ten Email Ideas for Your Customer Success Automation — Jane’s blog post
• Find Louis on Twitter
• Email Louis

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best way for SaaS founders to send onboarding emails, segment your users based on events, and see where your customers get stuck in the product. Start your free trial today at userlist.com.

Where shall SaaS companies direct their SEO efforts? In this episode, we talk to Pawel Grabowski, SEO strategist and founder of Smashing Copy. You'll learn why SEO strategy and content strategy are interchangeable in the context of SaaS, how to approach keyword research, practical tips for improving your content, and more.

Visit our website for the detailed episode recap with key learnings.

• Smashing Copy — Pawel’s SEO-focused Content Agency for SaaS
• Link Building Strategy with Alan Silvestri
• Follow Ruben Gamez on Twitter for SEO advice
• How We Used April Dunford’s 10-Step Method to Overhaul Positioning at Userlist
• SEMrush, Google Search Console, AccuRanker — SEO tools Pawel uses
• Topic clusters — pieces of content arranged around a central theme
• Book a call with Pawel at Smashing Copy

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best tool for sending onboarding emails and segmenting your SaaS users. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

How do we make the most of our data in Google Analytics? It’s free and extremely powerful, but also intimidating. In this episode, we talk to Julian Juenemann, founder of MeasureSchool and a Google Analytics expert. You'll learn how Google Analytics has evolved over the years, the benefits of organizing your data, tips when using Google's entire suite of data tools, and more.

Visit our website for the detailed episode recap with key learnings.

• MeasureSchool — Julian’s membership company
• Mixpanel, Kissmetrics, Amplitude — popular analytics tools
• GA4 — the new version of Google Analytics
• Google Tag Manager, Google Data Studio, Google Search Console — adjacent Google data products
• Measure Masters — Julian’s MeasureSchool membership program
• Subscribe to the MeasureSchool YouTube Channel
• Follow Julian on Twitter
• Follow MeasureSchool on Twitter

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. It matches the complexity of your customer data, including many-to-many relationships between users and companies. Book your demo call today at userlist.com.

What are the marketing benefits of sharing your progress in public? Are there any drawbacks? In this episode, we talk to Noah Bragg, founder of Potion. You'll learn about the benefits of building in public, practical tips for producing video content, strategies for posting on social media, and more.

Visit our website for the detailed episode recap with key learnings.

• Potion — Noah’s product
• Notion — a popular knowledge management tool
• Justin Jackson of Transistor and Megamaker, Damien Chen of Testimonial, Kenneth Cassel of Vim.so, JR of Flurly — examples of those building in public
• Noah’s YouTube Channel
• ScreenFlow — a video editing tool
• Twitter Notion Community — (better link for this one??)
• Notion’s Facebook group
• Follow Noah on Twitter

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best tool for sending onboarding emails and segmenting your SaaS users. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

How does a product stand the test of time? In this episode, we speak with Scott Tyburski, co-founder of MenuPro and iMenuPro. We discuss the product transition of desktop-based MenuPro to the SaaS, web-based iMenuPro. You'll learn how Scott positions their product differently than competitors, how he approaches customer support, the lessons learned from nearly 30 years in the business, and more.

Visit our website for the detailed episode recap with key learnings.

• iMenuPro — Scott's web-based product
• Canva — a popular design tool
• Art of the Menu — a popular collection of menu designs
• Does Advertising Actually Work? — an episode of Freakonomics
• The Start-Up of You — Reid Hoffman's book where he covers the idea of "permanent beta"

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best way for SaaS founders to send onboarding emails, segment your users based on events, and see where your customers get stuck in the product. Start your free trial today at userlist.com.

Templates are a very powerful onboarding instrument, especially for “open-ended” creative tools. How do you use them effectively? Today’s guest is Christopher Gimmer, co-founder of Snappa. You’ll hear Christopher’s take on design templates, repurposed content, conversion, the friction of confirmation emails, onboarding videos, and much more.

Visit our website for the detailed episode recap with key learnings.

Show notes

• Snappa — Christopher’s SaaS product together with Marc Chouinard
• Product-Led Institute by Wes Bush
• Checklist — a productivity app
• Inspire, Not Instruct: How We Do User Onboarding at Userlist
• Follow Christopher on Twitter

Thanks for listening! If you found the episode useful, please spread the word about this new show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best tool for sending onboarding emails and segmenting your SaaS users. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

How can the Impact Mindset improve your product development process? In this episode, we talk to Connor Joyce, senior user researcher at Microsoft and author of Bridging Intention to Impact. You'll learn why you need to ask if your product is really working, the five success metrics for products, some approaches to collecting behavioral data, and more.

Visit our website for the detailed episode recap with key learnings.

• Bridging Intention to Impact
• Desired Outcome Labs
• Follow Connor on LinkedIn

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. Onboard, engage, and nurture your customers, as well as marketing leads. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

How can virality and word of mouth help with your SaaS growth? In this episode, we talk to Gaurav Vohra, a startup advisor and a member of the founding team at Superhuman. You'll learn why they decided to focus on a specific set of channels, the mechanics of virality, how you can measure it in the early stages, and more.

Visit our website for the detailed episode recap with key learnings.

• Superhuman — Gaurav’s company
• Traction — a book by Gabriel Weinberg and Justin Mares
• Warby Parker — an example of great customer experience
• How to Model Viral Growth: The Hybrid Model
• What is K-Factor in Viral Marketing?
• Snowflake, HubSpot, BigQuery
• Wordle, DALL·E, Midjourney, ChatGPT, Lensa — viral success stories
• Check out Gaurav’s website
• Follow Gaurav on Twitter and LinkedIn

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. It matches the complexity of your customer data, including many-to-many relationships between users and companies. Book your demo call today at userlist.com.

How does a personal touch help your SaaS stand out? What can we learn from SaaS companies that navigate massive growth spurts? In this episode, we speak with Frank Barry, COO of Tithe.ly. Frank shares why Tithe.ly has been successful during the pandemic, and why church management software was ripe for improvement. You'll learn how they survived exponential growth in 2020, how they stand out in a crowded space, and much more.

Visit our website for the detailed episode recap with key learnings.

Show notes

• Tithe.ly — Frank's product, online giving for churches
• Stripe — payment processing platform
• Userlist — Jane’s SaaS product
• Atomic Habits — a book by James Clear
• Morning Brew — daily email newsletter
• Intercom — a popular chat tool
• HubSpot — a popular CRM
• ChartMogul — a subscription analytics platform for SaaS companies
• Find Barry on Instagram

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best tool for sending onboarding emails and segmenting your SaaS users. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

How can you leverage storytelling in SaaS sales and marketing? In this episode, we talk to Stephen Steers, sales coach, consultant, and storyteller. You'll learn about why you should sell the outcome, how to choose the right story to tell, how to apply storytelling in your sales calls, and more.

Visit our website for the detailed episode recap with key learnings.

• Superpower Storytelling – Stephen’s book
• PR Strategies for Founders with Sneha Saigal
• Get Stephen’s resources for podcast listeners
• Follow Stephen on LinkedIn

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. It matches the complexity of your customer data, including many-to-many relationships between users and companies. Book your demo call today at userlist.com.

How do we lower churn? In this episode, we talk to Baird Hall, co-founder of Churnkey. We discuss the experiences that led Baird and his co-founders to start Churnkey and how to best think about churn in your business. You'll learn how to collect feedback from customers as they churn, the options you have to minimize  your churn rate, the mistakes that Baird sees others making, and more.

Visit our website for the detailed episode recap with key learnings.

• Churnkey — Baird's product
• Wavve, Zubtitle — Baird's previous products
• Netflix, Disney — B2B companies that are great at preventing churn
• Growth Ceiling — how much your SaaS business can grow given the current customer dynamics
• Follow Baird on Twitter
• Use promocode BDTPKEY to get your first 30 days free at Churnkey

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best tool for sending onboarding emails and segmenting your SaaS users. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

Effective user onboarding is a matter of life and death for freemium products. Today we’re learning from one of the most established players in the email plugin industry. Our guest is Kim Gjerstad, co-founder of MailPoet. You’ll hear the product’s story as well as Kim’s insights on user onboarding, fighting churn, website design, and more.

Visit our website for the detailed episode recap with key learnings.

Show notes

• MailPoet — Kim’s SaaS product; an email plugin for WordPress
• WordPress — the most popular open source software for blogging, websites and apps
• Mailchimp — a popular email automation tool
• Mixpanel — a product analytics tool
• Dribbble — a designer hub for showcasing work and networking
• Follow Kim on Twitter or contact him directly via email at kim@mailpoet.com

Thanks for listening! If you found the episode useful, please spread the word about this new show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best way for SaaS founders to send onboarding emails, segment your users based on events, and see where your customers get stuck in the product. Start your free trial today at userlist.com.

How do you approach and manage your SaaS growth processes? In this episode, we talk to Asia Orangio, founder and CEO of DemandMaven. You'll learn why selecting your North Star KPI is crucial, how to pick a focus area, how to handle pricing experiments, and more.

Visit our website for the detailed episode recap with key learnings.

• DemandMaven — Asia’s company
• Hacking Growth — a book by Sean Ellis and Morgan Brown
• Sprint — a book by Jake Knapp, John Zeratsky, and Braden Kowitz
• North Star KPI
• Van Westendorp Price Sensitivity Survey
• How Superhuman Built an Engine to Find Product-Market Fit
• Price Intelligently Blog
• Software Pricing Design with Chris Mele
• 10+ Survey Email Examples for Your SaaS + Free Template
• Follow Asia on Twitter and on LinkedIn
• In Demand Podcast

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. It matches the complexity of your customer data, including many-to-many relationships between users and companies. Book your demo call today at userlist.com.

When it comes to user onboarding, one of the first names that pop to mind is Samuel Hulick, an accomplished UX consultant, founder of User Onboard, and author of The Elements of User Onboarding. In this episode, you’ll learn Samuel’s take on exactly that — the “ideal” user onboarding experience, as well as his Mario-fireball concept, Value Paths, success metrics, Jobs to Be Done, segmentation, and his invaluable advice for SaaS founders.

Visit our website for the detailed episode recap with key learnings.

Show notes

• Useronboard.com — Samuel’s user onboarding resource website
• The Elements of User Onboarding — Samuel’s book
• We Are No Strangers — Samuel’s article, which refers to his Mario-fireball concept
• Value Paths — Samuel’s new onboarding approach
• UI Breakfast Podcast. Episode 181: Jobs to Be Done with Jim Kalbach
• The Jobs To Be Done Playbook — Jim Kalbach’s popular book
• Why We Do What We Do — a book by Edward L. Deci
• Startup Metrics for Pirates: AARRR! — a talk by Dave McClure on his Pirate Metrics framework
• Follow Samuel on Twitter

If you found the episode useful, please spread the word on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best way for SaaS founders to send onboarding emails, segment your users based on events, and see where your customers get stuck in the product. Start your free trial today at userlist.com.

How do you plan and implement a self-serve option for your SaaS? In this episode, we talk to Franciska Dethlefsen, Head of Growth Marketing at Amplitude. You'll learn about their journey from being completely sales-led to launching a self-serve plan, how they approached pricing and packaging, how it all ties with their free plan, what channels they use to provide support, and more.

Visit our website for the detailed episode recap with key learnings.

• Amplitude
• Amplitude Academy
• Amplitude Community
• Check out their Plus Plan
• Read more about their Startup Program
• Follow Franciska on LinkedIn

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. It matches the complexity of your customer data, including many-to-many relationships between users and companies. Book your demo call today at userlist.com.

How can you approach SEO in a more creative manner? In this episode, we talk to Monica Lent, founder of Affilimate. You'll learn about the challenges of SEO in the SaaS space, the importance of link building, how you can go beyond classic articles, how to cut costs on content, and more.

Visit our website for the detailed episode recap with key learnings.

• Affilimate – Monica’s SaaS
• Sanity – Affilimate’s CMS of choice
• SEO for B2B SaaS with Pawel Grabowski
• Follow Monica on Twitter
• Check out Monica’s free course, SEO for Devs

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. Onboard, engage, and nurture your customers, as well as marketing leads. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

SaaS is an industry open to anyone passionate enough to enter, but certain niches are particularly challenging — accounting and finance among these, no doubt. Our guest today is Paul Kogan, a fearless serial entrepreneur and the “new” founder of LessAccounting. You’ll hear about his multiple previous products, how he acquired and revamped LessAccounting, their user onboarding struggles, and his valuable advice for SaaS founders.

Visit our website for the detailed episode recap with key learnings.

Show notes

• LessAccounting — Paul’s SaaS, an invoicing and accounting tool
• Shopify — a popular ecommerce platform
• Shipamax — Paul’s previous product
• Flippa — a popular marketplace for online businesses
• QuickBooks — popular accounting software
• GetMyTime — a Quickbooks time-tracking add-on, Paul’s first acquired product
• Google Analytics — Paul’s preferred analytics tool for tracking the user journey
• Intercom — a customer messaging tool Paul uses for automation
• UI Breakfast Episode 168: Succeeding at Freemium with Tim Valishev
• Follow Paul on Twitter

Thanks for listening! If you found the episode useful, please spread the word about this new show on Twitter mentioning @userlist, or leave us a review on iTunes.

Is copy more important than design for our SaaS businesses? In this episode, we talk to Ekaterina Howard, a conversion copywriter and strategist. You'll learn about common SaaS copywriting crimes, how to be consistent with your messaging, how to research for the voice of the customer, how to utilize long-form content, and more.

Visit our website for the detailed episode recap with key learnings.

• ekaterinahoward.com — Ekaterina’s consulting website
• Finding the Right Message — a book by Jennifer Havice
• The Mom Test — a book by Rob Fitzpatrick
• Hannah Shamji’s YouTube channel — customer survey teardowns
• Coda — a great example of homepage copy
• How ClickGUARD got a 16% lift in conversions and identified its best-fit offer
• 12 Tips on Voice of the Customer for SaaS from Ferdinand Goetzen
• Follow Ekaterina on YouTube, Twitter, and LinkedIn

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best tool for sending onboarding emails and segmenting your SaaS users. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

How can copy work alongside design to increase SaaS website conversions? In this episode, we talk to Chris Silvestri, copywriter, designer, and founder of Conversion Alchemy. You'll learn the strategies to increase conversions on landing pages and blog posts, the power of heatmaps and usability testing, resources for further CRO learning, and more.

Visit our website for the detailed episode recap with key learnings.

• Conversion Alchemy — Chris’s copywriting and design business
• Quinn Zeda — founder of Conversion Crimes
• ClickUp — an example of a cohesive experience
• Hotjar, Smartlook — tools for measuring user behavior
• ClickUp, Balsamiq — examples of great blog design
• Baymard Institute — group that has research on usability studies
• Copyhackers — a popular resource for conversion copywriters
• MECLABS Institute — resource for understanding buying behavior
• Conversion Alchemy Journal — Chris’s daily newsletter
• Follow Chris on Twitter

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best tool for sending onboarding emails and segmenting your SaaS users. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

Can a SaaS company restrict signups without putting their revenue at risk? Our guest today is Jordan Gal, co-founder of CartHook. You’ll learn all about the company’s famous onboarding breakthrough, Jordan’s take on product-user fit, as well as his advice for SaaS founders looking to make a real change.

Visit our website for the detailed episode recap with key learnings.

Show notes

• CartHook — Jordan’s SaaS product
• ClickFunnels — a digital marketing product that inspired CartHook
• Hubspot — a popular marketing tool they use for analytics
• Success Potential: The Foundation of Customer Success — the Lincoln Murphy article that inspired Jordan
• ConvertKit — the popular email automation tool by Nathan Barry
• UI Breakfast Podcast. Episode 183: Customer Success with Anna Jacobsen
• CartHook Post Purchase Offers — CartHook’s new Shopify app
• Follow Jordan on Twitter

Thanks for listening! If you found the episode useful, please spread the word about this new show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best tool for sending onboarding emails and segmenting your SaaS users. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

How can we make the integration process smooth for different email automation platforms? In this episode, we talk to Colin Nederkoorn, founder of Customer.io. You'll learn about the common mistakes companies make when setting up their email tools, how to best handle certain types of data, tips for providing “done for you” services, and more.

Visit our website for the detailed episode recap with key learnings.

• Customer.io — Colin’s company, a customer engagement platform
• Mixpanel, Kissmetrics — popular product analytics tools
• Klaviyo — an email automation platform for Shopify
• Segment — a customer data platform
• RudderStack — a data integration tool competing with Segment
• Segment’s Data Collection Best Practices — a resource for developing your data tracking plan
• Follow Colin on Twitter
• Colin’s personal website

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best tool for sending onboarding emails and segmenting your SaaS users. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

How do you measure the ROI of your emails? In this episode, we talk to Claudiu Murariu, co-founder and CEO of InnerTrends. You'll learn about the role email plays in a product, how to track the impact of your email, two types of impact from sending a message, and more.

Visit our website for the detailed episode recap with key learnings.

• InnerTrends – Claudiu’s SaaS
• The Big User Onboarding Roundtable
• The One Metric for User Onboarding
• Tuple – a tool by Ben Orenstein
• How to Save Money on High Volume Email
• ProfitWell – a SaaS analytics tool
• DreamHost emails
• Follow Claudiu on Twitter and LinkedIn
• The Data-led Podcast
• Send Claudiu an email

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. It matches the complexity of your customer data, including many-to-many relationships between users and companies. Book your demo call today at userlist.com.

How does a brand new SaaS company launch smoothly amidst a global pandemic? Can the founders learn from past errors, or is it all about starting from scratch? Today’s guest is Rand Fishkin, co-founder of SparkToro and previous co-founder at Moz. You’ll learn about SparkToro’s onboarding and launch strategies, their highly successful user survey, conversion tactics, and the founders’ past and present challenges.

Visit our website for the detailed episode recap with key learnings.

Show notes

• SparkToro — Rand’s SaaS product we’re talking about
• Moz — Rand’s previous company
• Casey Henry — Rand’s co-founder at SparkToro
• SparkToro Raised a Very Unusual Round of Funding & We’re Open-Sourcing Our Docs — an overview SparkToro’s fundraising process
• TinySeed — Rob Walling’s accelerator which follows the SparkToro funding methodology
• Lost and Founder — Rand’s book
• Drip, ConvertKit — marketing tools
• UI Breakfast Podcast Episode 78: Customer-Driven Organic Growth with Ashley Greene
• Follow Rand on Twitter

Thanks for listening! If you found the episode useful, please spread the word about this new show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best way for SaaS founders to send onboarding emails, segment your users based on events, and see where your customers get stuck in the product. Start your free trial today at userlist.com. 

What makes a SaaS brand special? In this episode, we talk to Karrie Sanderson, a marketing executive and former chief marketing officer at Typeform. You'll learn about the work that goes into branding, why branding also involves internal education, how to stay on brand when you’re scaling, and more.

Visit our website for the detailed episode recap with key learnings.

• Typeform, Smartsheet — Karrie’s previous employers
• Uncovering Customer Insights with Aggelos Mouzakitis
• Wynter — a research platform
• Warby Parker — an example of a consistent brand
• Brandfolder, Frontify — Digital asset management systems
• Connect with Karrie on LinkedIn

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. Onboard, engage, and nurture your customers, as well as marketing leads. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

What are the unique challenges in building two-sided marketplaces? In this episode, we talk to John Doherty, a serial entrepreneur and founder of Credo and EditorNinja. You'll learn why you should first focus on the supplier side, how to reduce friction for all parties, tips for scaling marketplaces, and more.

Visit our website for the detailed episode recap with key learnings.

• Credo — John’s product, a marketplace for agencies
• EditorNinja — John’s new company
• How to Edit Content with Kieran Tie
• Userlist Consultants Directory
• The Cold Start Problem — book by Andy Chen
• Email Automation Data & Integrations with Colin Nederkoorn
• Follow John on Twitter
• Email John at john@getcredo.com or john@editorninja.com

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. Onboard, engage, and nurture your customers, as well as marketing leads. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

How can SaaS marketers benefit from content curation? In this episode, we talk to Jonathan Gandolf, founder and CEO of The Juice. You'll learn how to curate your content lineup manually, why content distribution is important, and more.

Visit our website for the detailed episode recap with key learnings.

• The Juice – Jonathan’s content curation platform for B2B professionals
• BDTP S5E2: Building Two-sided Marketplaces with John Doherty
• UI Breakfast Episode 175 with Dru Riley
• SparkToro – a tool by Rand Fishkin
• G2 – business software and services reviews site
• BDTP S5E4: Survey-based Research Projects with Becky Lawlor
• The Cold Start Problem – a book by Andrew Chen
• Follow Jonathan on LinkedIn and Twitter

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. Onboard, engage, and nurture your customers, as well as marketing leads. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

How do you know if a subscriber is due for a re-engagement campaign? In this episode, we talk to Tim Hart, senior email developer at Response Labs. You'll learn what incentives you can offer to reactivate subscribers, what engagement metrics matter the most, how often you should be pruning your email list, and more.

Visit our website for the detailed episode recap with key learnings.

• Response Labs
• Email Geeks
• Connect with Tim on LinkedIn

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. Onboard, engage, and nurture your customers, as well as marketing leads. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

How do you narrow down to your perfect customer? In this episode, we talk to Michael Margolis, UX Research Partner at Google Ventures. You'll learn about their bullseye customer sprint, the difference between an ideal customer profile and the bullseye customer, how to apply prototypes, and more.

Visit our website for the detailed episode recap with key learnings.

• Learn More Faster – Michael’s book
• Follow Michael on LinkedIn

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. It matches the complexity of your customer data, including many-to-many relationships between users and companies. Book your demo call today at userlist.com.

Can we, mere mortals of email marketing, influence email deliverability? In this episode, we talk to Lauren Meyer, chief marketing officer at SocketLabs. You'll learn about the mechanism of how an email is delivered, the factors that affect deliverability, why you should use engagement metrics as proxies for deliverability, and more.

Visit our website for the detailed episode recap with key learnings.

• SocketLabs – Lauren’s place of work
• Patrick McKenzie’s Twitter thread about self-hosting emails
• Google Postmaster Tools, Microsoft Smart Network Data Services (SNDS) – deliverability guessing tools 
• SPK, DKIM, DMARC – email authentication protocols
• Spamhaus, SpamCop – spam blocklist providers
• Follow SocketLabs on Twitter
• Follow Lauren on Twitter and LinkedIn

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. It matches the complexity of your customer data, including many-to-many relationships between users and companies. Book your demo call today at userlist.com.

How can we improve SaaS onboarding, if user success requires doing hands-on work? How can you motivate them? Should you hire an onboarding specialist? Today’s guest, Kristina Quinones, divulges her onboarding secrets and strategies as Head of Customer Experience at MeetEdgar. You’ll get a glimpse into how they do onboarding, learn about their 7-day free trial experiment, content batching parties, and much more.

Visit our website for the detailed episode recap with key learnings.

Show notes

• Switch Interviews & Strategic Content with Alli Blum
• MeetEdgar’s content batching parties playlist
• Demio — webinar software
• “First Friend” — MeetEdgar’s concept of having that one person support a user throughout their onboarding journey
• Mixpanel — a product analytics tool
• meetedgar.com
• Follow MeetEdgar on Twitter, Facebook, Instagram, Pinterest and LinkedIn
• Follow Kristina on Twitter

Thanks for listening! If you found the episode useful, please spread the word about this new show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best way for SaaS founders to send onboarding emails, segment your users based on events, and see where your customers get stuck in the product. Start your free trial today at userlist.com

How do you get the best ROI from your engineering team while keeping them happy? In this episode, we talk to Phil Alves, founder of DevSquad and DevStats. You'll learn how to prioritize feature development, how to take care of your developers’ well-being, what non-technical founders should know, and more.

Visit our website for the detailed episode recap with key learnings.

• DevSquad — Phil’s consultancy
• DevStats — Phil’s product
• Shape Up — a book by Ryan Singer
• UI Breakfast Podcast Episode 238: The Allied Team Model with Anthony Armendariz
• DORA Metrics
• SPACE Framework
• SaaS Origin Stories
• Check out Phil’s website
• Follow Phil on Twitter

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. Onboard, engage, and nurture your customers, as well as marketing leads. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

How can you scale support with limited resources? What are the best ways to foster a strong community around your SaaS product? We continue Season 2 with Megan McMullin, the customer onboarding specialist at MeetEdgar. Megan breaks down how they transitioned from simple email support to various video formats, the tools for content creation, and much more.

Visit our website for the detailed episode recap with key learnings.

Show notes

• MeetEdgar — Megan’s place of work, a social media scheduling tool
• Demio, Livestorm — webinar tools
• Loom — tool used for video recording
• StreamYard — a tool for streaming directly to multiple platforms
• Intercom — a popular inbox management and messaging tool
• Slack - Internal communication tool
• Pitch — a presentation tool for teams
• Slack, Trello — popular project management tools

Connect with Megan on  LinkedIn.

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best tool for sending onboarding emails and segmenting your SaaS users. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

Why should SaaS businesses invest in a pricing strategy? In this episode, we talk to Chris Mele, the managing partner at Software Pricing Partners. You'll learn what happens behind-the-scenes of enterprise pricing, what value-based selling really is, the problem with pricing tiers, and more.

Visit our website for the detailed episode recap with key learnings.

• Software Pricing Partners
• The three worst B2B SaaS pricing errors – and how to avoid them

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. Onboard, engage, and nurture your customers, as well as marketing leads. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

Can you position your SaaS in a 90-minute call? In this episode, we talk to Marc Thomas, head of growth at Powered by Search. You'll learn why positioning is crucial for your SaaS business, the step-by-step framework for defining your positioning statement, some examples of SaaS positioning, and more.

Visit our website for the detailed episode recap with key learnings.

• Powered by Search — Marc’s place of work
• Obviously Awesome — a book by April Dunford
• How We Used April Dunford’s 10-Step Method to Overhaul Positioning at Userlist
• The Saas Positioning Canvas
• Blink — book by Malcolm Gladwell
• Powered by Search blog
• Follow Marc on Twitter

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best way for SaaS founders to send onboarding emails, segment your users based on events, and see where your customers get stuck in the product. Start your free trial today at userlist.com.

Why is it so critical to be aware of customers’ Jobs to Be Done, especially when you work on their onboarding? In this episode, we chat with Ramli John, founder of Growth Marketing Today, fellow podcaster and consultant. You’ll hear about Ramli’s EURECA user onboarding  framework, as well as his insights on segmentation, minimizing friction, success metrics, analytics tools, and more. 

Visit our website for the detailed episode recap with key learnings.

Show notes

• growthtoday.fm — Ramli’s podcast
• When Coffee and Kale Compete — a famous book on JTBD by Alan Klement
• The Stewart Butterfield interview wherein the Slack founder refers to the 2000 messages metric
• How Userlist Onboards New Users feat. Jane Portman by Product-Led Institute
• How FullStory Onboards New Users by Product-Led Institute
• Product-Led’s full list of user onboarding teardowns
• Wave — a financial app and great example of segmented onboarding
• SQL, ChartMogul, Mixpanel — tools Ramli recommends for product analytics
• How Appcues’ Jonathan Kim Boosts Retention — a ProfitWell article on Appcues’ approaches on user retention and churn rate reduction
• jtbd.info — the Jobs To Be Done website
• UI Breakfast Podcast. Episode 181: Jobs to Be Done with Jim Kalbach
• The Product-Led Podcast — the podcast Ramli co-hosts with Wes Bush
• onboardingteardowns.com — visit for Ramli’s onboarding reviews
• ramlijohn.com — Ramli’s website
• Follow Ramli on Twitter

Thanks for listening! If you found the episode useful, please spread the word about this new show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best way for SaaS founders to send onboarding emails, segment your users based on events, and see where your customers get stuck in the product. Start your free trial today at userlist.com.

Why should startups invest early in lifecycle marketing? In this episode, we talk to Nout Boctor-Smith, growth marketing consultant at Nine Lives Digital. You'll learn the difference between B2C and B2B lifecycle marketing, why customer centricity is important, how to market to sensitive audiences, and more.

Visit our website for the detailed episode recap with key learnings.

• Nine Lives Digital
• What is Product-led Growth?
• The Ultimate Guide to Account-Based Marketing
• B2B Marketing Attribution with Steffen Hedebrandt
• Connect with Nout on LinkedIn

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. Onboard, engage, and nurture your customers, as well as marketing leads. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

Can your roadmap be better than a traditional timeline? In this episode, we talk to Janna Bastow, co-founder of ProdPad. You'll learn why product teams are moving away from time-based roadmaps, how this framework allows flexibility, and why it’s okay to apply only some parts of a methodology based on your situation.

Visit our website for the detailed episode recap with key learnings.

• ProdPad – Janna’s product
• Simon Cast – Janna’s co-founder at ProdPad and Mind the Product
• Shape Up – a book by Ryan Singer
• Tom Loosemore’s talk at Mind the Product 2012
• Mind the Product – the world’s largest community of product people
• The Product Experience Podcast
• Startups for the Rest of Us
• ProductTank – an informal meetup that brings together product people
• Dovetail, Aurelius – research management tools 
• UI Breakfast Podcast. Episode 239: Product Management for UX with Christian Crumlish
• Ditch the Timeline Roadmap
• Follow Janna on LinkedIn and Twitter
• Explore ProdPad in Sandbox mode

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. Onboard, engage, and nurture your customers, as well as marketing leads. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

Why do SaaS founders have a unique advantage at doing sales? In this episode, we talk to Josh Ho, founder and CEO of Referral Rock. You'll learn why you should lean into your founder superpowers, how to choose the right CRM, what to ask during a discovery call, and more.

Visit our website for the detailed episode recap with key learnings.

• Referral Rock – Josh’s product
• Streak – a simple CRM tool
• HubSpot – a popular CRM tool
• Steli Efti – a thought leader in sales, CEO of Close
• The Sales Acceleration Formula – a book by Mark Roberge
• Searching for SaaS Podcast
• Marketing Retro Podcast
• Follow Josh on Twitter

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. Onboard, engage, and nurture your customers, as well as marketing leads. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

Does link building have to be haphazard, or can there be a more systemic approach? In this episode we talk to Alan Silvestri, founder of Growth Gorilla and expert in link building. You'll learn how to keep up with your SEO competitors, how to estimate the quantity and types of links you will need, strategies for link building outreach, tools of the trade, and more.

Visit our website for the detailed episode recap with key learnings.

• Growth Gorilla — Alan’s company
• Ahrefs, Majestic SEO — tools for link analysis
• HARO, Help a B2B Writer — platforms that connect journalists and bloggers with industry experts (typically rewarded with a backlink)
• Follow Alan on Twitter

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — the best way for SaaS founders to send onboarding emails, segment your users based on events, and see where your customers get stuck in the product. Start your free trial today at userlist.com.

How do you develop your messaging to serve multiple segments at once? In this episode, we talk to Carolyn Beaudoin, co-founder of Boxcar Agency. You'll learn about their Hybrid One Reader approach, tips for structuring your homepage and dedicated solution pages, how to use customer call recordings as copywriting material, and more.

Visit our website for the detailed episode recap with key learnings.

• Boxcar Agency
• Copyhackers
• Proven Ideas for A/B Testing with Sahil Patel
• JTBD for User Onboarding with Ramli John
• Uncovering Customer Insights Using JTBD with Aggelos Mouzakitis
• The Copywriting Formula: Features — Advantages — Benefits (FAB)
• Demand Side Sales – a book by Bob Moesta
• Get Boxcar Agency’s free resources for BDTP listeners
• Follow Carolyn on LinkedIn

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. Onboard, engage, and nurture your customers, as well as marketing leads. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

When should you start investing in product SEO? In this episode, we talk to David Pasztor, founder of UX studio and Ranking Raccoon. You'll learn why they built a platform for link collaboration, how to target transactional keywords, how they’re doing SEO for their own product, and more.

Visit our website for the detailed episode recap with key learnings.

• UX studio – David’s company
• UXfolio, Copyfolio, Archifolio, Ranking Raccoon – their products
• Ranking Raccoon email example
• Building Two-sided Marketplaces with John Doherty
• Check out Ranking Raccoon
• Follow David on LinkedIn

Thanks for listening! If you found the episode useful, please spread the word about the show on Twitter mentioning @userlist, or leave us a review on iTunes.

Sponsor

This show is brought to you by Userlist — an email automation platform for SaaS companies. Onboard, engage, and nurture your customers, as well as marketing leads. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.

Why is it crucial to talk to customers before you write any copy? How can we make automated emails appear more human? Today we talk to Liz Painter, an email strategist and conversion copywriter at Comma Comma. Liz reveals several ways in which we can improve our copywriting and make meaningful connections with our users through email. The underlying theme? Talk to your users!

Visit our website for the detailed episode recap with key learnings.

Show notes

• Comma Comma — Liz's copywriting consultancy
• Copyhackers — copywriting instruction site
• Otter.ai — AI transcription service
• Rev.com — human-assisted transcription service
• Thinkific — online course creation site
• ClickUp — project management tool, sends emails from a personal address
• GitPrime (now Pluralsight Flow) — analytics for developers
• Follow Liz on LinkedIn

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Sponsor

This show is brought to you by Userlist — the best tool for sending onboarding emails and segmenting your SaaS users. To follow the best practices, download our free printable email planning worksheets at userlist.com/worksheets.