Better Done Than Perfect

Marketing Channels vs Programs with Asia Orangio

Jane Portman, Asia Orangio — Fri, 25 Apr 2025 07:00:00 +0000

Why should your marketing evolve into programs? In this episode, we talk to Asia Orangio, founder and CEO of DemandMaven. You'll learn about the five growth levers you can pull, why you might be doing OKRs wrong, how to know which marketing programs to double down on, and more.

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

DemandMaven
In Demand Episode 26: What is the SaaS Black Hole?
Managing SaaS Growth with Asia Orangio
Userlist’s email examples posts
SignWell – example of a good SEO program
Amplitude, Google Analytics 4, SegMetrics – marketing attribution tools
Metabase – business intelligence tool
Dovetail, Cognism, Balsamiq, Drift – good marketing program examples
MagicLibrary – ideas for ads
ProfitWell’s hot sauce campaign
Follow Asia on Bluesky and LinkedIn
The Work by DemandMaven on Substack

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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.

The Impact Mindset with Connor Joyce

Jane Portman, Connor Joyce — Fri, 28 Feb 2025 06:00:00 -0100

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.

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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.

Bullseye Customer Research with Michael Margolis

Jane Portman, Michael Margolis — Fri, 24 Jan 2025 06:00:00 -0100

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

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Product SEO with David Pasztor

Jane Portman, David Pasztor — Fri, 20 Dec 2024 06:00:00 -0100

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

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Storytelling in SaaS with Stephen Steers

Jane Portman, Stephen Steers — Fri, 22 Nov 2024 06:00:00 -0100

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.

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Managing Priorities with Harry Max

Jane Portman, Harry Max — Fri, 18 Oct 2024 07:00:00 +0000

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

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Implementing Self-service SaaS with Franciska Dethlefsen

Jane Portman, Franciska Dethlefsen — Fri, 20 Sep 2024 07:00:00 +0000

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.

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Measuring Paid Media for SaaS with Barbara Galiza

Jane Portman, Barbara Galiza — Fri, 16 Aug 2024 07:00:00 +0000

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

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PR Strategies for Founders with Sneha Saigal

Jane Portman, Sneha Saigal — Fri, 19 Jul 2024 07:00:00 +0000

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.

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Hybrid Messaging Approach with Carolyn Beaudoin

Jane Portman, Carolyn Beaudoin — Fri, 21 Jun 2024 07:00:00 +0000

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.

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SEO Optimization for Existing Content with Kai Davis

Jane Portman, Kai Davis — Fri, 17 May 2024 07:00:00 +0000

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

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Data-powered Growth with Arpit Choudhury

Jane Portman, Arpit Choudhury — Fri, 19 Apr 2024 07:00:00 +0000

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

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Pricing and Packaging for SaaS with Dan Balcauski

Jane Portman, Dan Balcauski — Fri, 22 Mar 2024 06:00:00 -0100

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.

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Running a Portfolio of Products with Tim Schumacher

Jane Portman, Tim Schumacher — Fri, 23 Feb 2024 06:00:00 -0100

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

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QA in Email Marketing with Michael Wilding

Jane Portman, Michael Wilding — Fri, 26 Jan 2024 06:00:00 -0100

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

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Proven Ideas for A/B Testing with Sahil Patel

Jane Portman, Sahil Patel — Fri, 22 Dec 2023 06:00:00 -0100

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.

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Community-led Growth with Lloyed Lobo

Jane Portman, Lloyed Lobo — Fri, 17 Nov 2023 06:00:00 -0100

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

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Automated Webinars with Melissa Kwan

Jane Portman, Melissa Kwan — Fri, 20 Oct 2023 07:00:00 +0000

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

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Marketing for All-in-one Platforms with Geoff Roberts

Jane Portman, Geoff Roberts — Fri, 22 Sep 2023 07:00:00 +0000

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

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Lifecycle Marketing with Nout Boctor-Smith

Jane Portman, Nout Boctor-Smith — Fri, 25 Aug 2023 07:00:00 +0000

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.

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Marketing for Humans with Sarah McCredie

Jane Portman, Sarah McCredie — Fri, 28 Jul 2023 07:00:00 +0000

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

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Re-engagement Emails with Tim Hart

Jane Portman, Tim Hart — Fri, 14 Jul 2023 07:00:00 +0000

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.

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Customer Acquisition Strategies with Farzad Rashidi

Jane Portman, Farzad Rashidi — Fri, 30 Jun 2023 07:00:00 +0000

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

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Prioritizing Engineering Resources with Phil Alves

Jane Portman, Phil Alves — Fri, 16 Jun 2023 07:00:00 +0000

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

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Virality & Word of Mouth with Gaurav Vohra

Jane Portman, Gaurav Vohra — Mon, 05 Jun 2023 07:00:00 +0000

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

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Using Swag to Grow Your SaaS Brand with Scott Markovits

Jane Portman, Scott Markovits — Fri, 19 May 2023 07:00:00 +0000

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

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Personal Motivation in B2B SaaS with Sofia Quintero

Jane Portman, Sofia Quintero — Fri, 05 May 2023 07:00:00 +0000

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

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SaaS Brand Architecture with Karrie Sanderson

Jane Portman, Karrie Sanderson — Fri, 21 Apr 2023 07:00:00 +0000

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

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Managing SaaS Growth with Asia Orangio

Jane Portman, Asia Orangio — Fri, 07 Apr 2023 07:00:00 +0000

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

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Software Pricing Design with Chris Mele

Jane Portman, Chris Mele — Fri, 03 Mar 2023 06:00:00 -0100

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.

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Uncovering Customer Insights Using JTBD with Aggelos Mouzakitis

Jane Portman, Aggelos Mouzakitis — Fri, 17 Feb 2023 06:00:00 -0100

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

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SaaS Metrics from $0 to $100M MRR with Sid Jain

Jane Portman, Sid Jain — Fri, 03 Feb 2023 06:00:00 -0100

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.

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.

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Data Activation for SaaS with David Sepulveda

Jane Portman, David Sepulveda — Fri, 20 Jan 2023 06:00:00 -0100

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.

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Creative SEO for SaaS with Monica Lent

Jane Portman, Monica Lent — Fri, 06 Jan 2023 06:00:00 -0100

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

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Measuring the ROI of Email with Claudiu Murariu

Jane Portman, Claudiu Murariu — Fri, 25 Nov 2022 06:00:00 -0100

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.

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Content Curation with Jonathan Gandolf

Jane Portman, Jonathan Gandolf — Fri, 11 Nov 2022 06:00:00 -0100

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

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Email Deliverability with Lauren Meyer

Jane Portman, Lauren Meyer — Fri, 28 Oct 2022 07:00:00 +0000

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.

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Email Strategy with Samar Owais

Jane Portman, Samar Owais — Mon, 17 Oct 2022 06:08:43 +0000

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

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Product-led Growth with Todd Olson

Jane Portman, Todd Olson — Fri, 30 Sep 2022 07:00:00 +0000

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.

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Founder-led Sales with Josh Ho

Jane Portman, Josh Ho — Fri, 16 Sep 2022 07:00:00 +0000

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

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Product Monetization with John Kotowski

Jane Portman, John Kotowski — Fri, 02 Sep 2022 08:00:00 +0000

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

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Now/Next/Later Roadmapping with Janna Bastow

Jane Portman, Janna Bastow — Fri, 19 Aug 2022 06:00:00 +0000

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

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Finding Product-market Fit with Andrew Reifman

Jane Portman, Andrew Reifman — Mon, 18 Jul 2022 08:00:00 +0000

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

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Survey-based Research Projects with Becky Lawlor

Jane Portman, Becky Lawlor — Fri, 01 Jul 2022 09:00:00 +0000

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

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Google Analytics with Julian Juenemann

Jane Portman, Julian Juenemann — Wed, 22 Jun 2022 04:57:05 +0000

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.

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Building Two-sided Marketplaces with John Doherty

Jane Portman, John Doherty — Sat, 04 Jun 2022 01:17:58 +0000

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

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B2B Marketing Attribution with Steffen Hedebrandt

Jane Portman, Steffen Hedebrandt — Tue, 24 May 2022 10:30:19 +0000

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.

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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.

SEO for B2B SaaS with Pawel Grabowski

Jane Portman, Pawel Grabowski — Fri, 06 May 2022 22:27:52 +0000

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.

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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.

Link Building Strategy with Alan Silvestri

Jane Portman, Alan Silvestri — Fri, 22 Apr 2022 23:00:35 +0000

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.

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Conversion Copywriting with Chris Silvestri

Jane Portman, Chris Silvestri — Fri, 08 Apr 2022 23:31:19 +0000

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.

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Building in Public with Noah Bragg

Jane Portman, Noah Bragg — Fri, 25 Feb 2022 16:56:02 -0100

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.

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Web Copy for SaaS with Ekaterina Howard

Jane Portman, Ekaterina Howard — Fri, 11 Feb 2022 23:16:11 -0100

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.

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SaaS Content Strategy with Nicole Kow

Jane Portman, Nicole Kow — Fri, 28 Jan 2022 14:27:54 -0100

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

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How to Edit Content with Kieran Tie

Jane Portman, Kieran Tie — Mon, 17 Jan 2022 16:23:11 -0100

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.

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SaaS Positioning with Marc Thomas

Jane Portman, Marc Thomas — Mon, 03 Jan 2022 15:35:49 -0100

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.

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Producing Technical Content with Karl Hughes

Jane Portman, Karl Hughes — Fri, 17 Dec 2021 14:49:41 -0100

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.

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Live Streaming with Cassidy Williams

Jane Portman, Cassidy Williams — Fri, 03 Dec 2021 16:21:31 -0100

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.

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Education in Marketing Automation with Chris L. Davis

Jane Portman, Chris L. Davis — Fri, 19 Nov 2021 13:46:40 -0100

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.

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Your Go-to-Market Strategy with Lucy Heskins

Jane Portman, Lucy Heskins — Fri, 05 Nov 2021 14:52:42 -0100

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.

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Business Automation with Jimmy Rose

Jane Portman, Jimmy Rose — Fri, 22 Oct 2021 14:21:49 +0000

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.

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Email Automation & Customer Experience with Jordan Skole

Jane Portman, Jordan Skole — Fri, 08 Oct 2021 16:46:02 +0000

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.

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Email Automation Data & Integrations with Colin Nederkoorn

Colin Nederkoorn, Jane Portman — Fri, 24 Sep 2021 17:39:36 +0000

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.

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Segments & Lead Scoring with Jason Resnick

Jane Portman, Jason Resnick — Fri, 10 Sep 2021 14:35:46 +0000

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.

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Email Automation for Membership-Focused Companies with Blair Wadman

Jane Portman — Fri, 27 Aug 2021 14:20:25 +0000

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.

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Cold Outreach Essentials with Andy Cabasso

Andy Cabasso, Jane Portman — Fri, 13 Aug 2021 17:15:01 +0000

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.

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Mastering Email Software with Brennan Dunn

Brennan Dunn, Jane Portman — Fri, 30 Jul 2021 14:37:33 +0000

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.

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Marketing Experiments with Martin “Gonto” Gontovnikas

Martin "Gonto" Gontovnikas, Jane Portman — Mon, 19 Jul 2021 15:26:38 +0000

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.

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Cancellation Experiences with Baird Hall

Baird Hall, Jane Portman — Fri, 02 Jul 2021 13:52:37 +0000

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

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27 Years of Product with Scott Tyburski

Scott Tyburski, Jane Portman — Fri, 18 Jun 2021 17:27:23 +0000

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"

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Building HR Software with Jonny Burch

Jonny Burch, Jane Portman — Fri, 04 Jun 2021 15:33:52 +0000

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

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Driving Behavior Change with Ashutosh Priyadarshy

Ashutosh Priyadarshy, Jane Portman — Fri, 21 May 2021 16:01:28 +0000

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

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Navigating Massive Growth with Frank Barry

Frank Barry, Jane Portman — Fri, 07 May 2021 15:25:56 +0000

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

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Sales vs Customer Success with Louis Nicholls

Jane Portman, Louis Nicholls — Mon, 12 Apr 2021 19:54:43 +0000

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

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Building Relationships Using Email Automation with Liz Painter

Liz Painter, Jane Portman — Fri, 26 Mar 2021 16:55:53 -0100

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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Using Surveys for Customer Success with Moritz Dausinger

Mortiz Dausinger, Jane Portman — Thu, 18 Mar 2021 17:43:07 -0100

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.

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Scaling Customer Support with Megan McMullin

Megan McMullin, Jane Portman — Thu, 11 Mar 2021 16:57:38 -0100

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.

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Customer Success for Infoproducts with Alex Hillman

Jane Portman, Alex Hillman — Tue, 16 Feb 2021 14:37:12 -0100

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.

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Helping Users Do Their Work with Kristina Quinones

Kristina Quinones, Jane Portman — Tue, 12 Jan 2021 13:23:26 -0100

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.

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Radical Onboarding Experiments with Jordan Gal

Jordan Gal, Jane Portman — Tue, 15 Dec 2020 13:31:13 -0100

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

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Switch Interviews & Strategic Context with Alli Blum

Alli Blum, Jane Portman — Wed, 09 Dec 2020 08:50:53 -0100

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

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Self-Serve vs Done-For-You with Paul Kogan

Paul Kogan, Jane Portman — Tue, 01 Dec 2020 14:21:49 -0100

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

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Templates & Onboarding Videos with Christopher Gimmer

Chistopher Gimmer, Jane Portman — Tue, 24 Nov 2020 12:29:54 -0100

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.

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Launch Lessons & Product Surveys with Rand Fishkin

Rand Fishkin, Jane Portman — Tue, 17 Nov 2020 12:14:04 -0100

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.

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Freemium Challenges & Fighting Churn with Kim Gjerstad

Kim Gjerstad, Jane Portman — Tue, 10 Nov 2020 11:56:54 -0100

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.

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JTBD for User Onboarding with Ramli John

Jane Portman, Ramli John — Mon, 02 Nov 2020 09:55:40 -0100

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.

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Carrots, Sticks & Measuring Success with Adii Pienaar

Adii Pienaar, Jane Portman — Wed, 28 Oct 2020 11:59:52 -0100

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.

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Value Paths & Fireballs with Samuel Hulick

Jane Portman, Samuel Hulick — Wed, 28 Oct 2020 10:09:51 -0100

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.

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