Jan 7, 2017 · 21m · top-founders

EP 532: $1m Raised, $70k MRR to Record Sales Calls and Coach with ExecVision's Steve Richard

Nathan Latka · 9m spoken Steve Richard · 9m spoken
0:00 / 0:00

gold bands on the timeline = statements, start to end. Hover to read, click to jump. CC turns on captions

In this episode of 'The Top,' host Nathan Latka interviews ExecVision co-founder Steve Richard to examine how the company transitioned from an outsourced sales agency into a conversation intelligence SaaS platform generating 70,000 dollars in MRR. Richard discusses sales coaching workflows, key customer acquisition metrics, and critical strategic lessons learned from bootstrapping and scaling software.

How this conversation actually went

Every chapter scored 0–10 on four independent dynamics. Hover any point for the reasoning behind the score. Nathan holds 49.8% of the talking time here. How this is scored →

Nathan as informed peer 4.9 Guest teaching 2.6 Guest disagreement 1.7 Nathan pushing back 3.7
05100:0010:0020:001:02–4:58 · Nathan as informed peer 6/10 Securing Apple Devices with Jamf Now Latka moves swiftly from the business concept to unit economics, computing the monthly ARPU and MRR in real time from contract values. Richard follows Latka's calculations and confirms the numbers.4:58–7:48 · Nathan as informed peer 5/10 Overcoming Adoption Barriers with Rep Coaching Requests Latka challenges the product premise by arguing employees would reject executive surveillance. Richard reframes the adoption model, explaining reps actively request coaching feedback rather than feeling spied upon.7:48–10:10 · Nathan as informed peer 4/10 Cloning Top Performers through Keyword Tracking Latka asks how rep behavior can realistically be tied to specific search keywords. Richard uses the metaphor of hitting jazz notes to explain keyword indexing and cloning top performers.10:10–12:21 · Nathan as informed peer 5/10 Transition to Software and Capital Structure Richard corrects Latka regarding his executive title and describes how his services firm funded the software acquisition. Latka presses on fundraising and purchase terms, prompting Richard to politely decline going into deeper equity details.12:21–15:11 · Nathan as informed peer 7/10 SaaS Retention, CAC Metrics, and Team Composition Latka drills into retention and CAC figures, breaking down CAC as a percentage of ACV. When Richard initially reports five sales reps as his team count, Latka presses on where the technical staff is located until Richard clarifies total headcount is 15.15:12–17:41 · Nathan as informed peer 5/10 Historical Revenue and Call Camp Initiative Latka separates software revenue from the legacy services business to get precise historical figures. Richard confirms the services revenue funds the SaaS development.17:41–19:28 · Nathan as informed peer 2/10 Website Hosting Promotion with HostGator A brief sponsor read leads into the Famous Five rapid-fire closing questions, keeping the dialogue light and transactional.1:02–4:58 · Guest teaching 1/10 Securing Apple Devices with Jamf Now Latka moves swiftly from the business concept to unit economics, computing the monthly ARPU and MRR in real time from contract values. Richard follows Latka's calculations and confirms the numbers.4:58–7:48 · Guest teaching 6/10 Overcoming Adoption Barriers with Rep Coaching Requests Latka challenges the product premise by arguing employees would reject executive surveillance. Richard reframes the adoption model, explaining reps actively request coaching feedback rather than feeling spied upon.7:48–10:10 · Guest teaching 5/10 Cloning Top Performers through Keyword Tracking Latka asks how rep behavior can realistically be tied to specific search keywords. Richard uses the metaphor of hitting jazz notes to explain keyword indexing and cloning top performers.10:10–12:21 · Guest teaching 3/10 Transition to Software and Capital Structure Richard corrects Latka regarding his executive title and describes how his services firm funded the software acquisition. Latka presses on fundraising and purchase terms, prompting Richard to politely decline going into deeper equity details.12:21–15:11 · Guest teaching 2/10 SaaS Retention, CAC Metrics, and Team Composition Latka drills into retention and CAC figures, breaking down CAC as a percentage of ACV. When Richard initially reports five sales reps as his team count, Latka presses on where the technical staff is located until Richard clarifies total headcount is 15.15:12–17:41 · Guest teaching 1/10 Historical Revenue and Call Camp Initiative Latka separates software revenue from the legacy services business to get precise historical figures. Richard confirms the services revenue funds the SaaS development.17:41–19:28 · Guest teaching 0/10 Website Hosting Promotion with HostGator A brief sponsor read leads into the Famous Five rapid-fire closing questions, keeping the dialogue light and transactional.1:02–4:58 · Guest disagreement 1/10 Securing Apple Devices with Jamf Now Latka moves swiftly from the business concept to unit economics, computing the monthly ARPU and MRR in real time from contract values. Richard follows Latka's calculations and confirms the numbers.4:58–7:48 · Guest disagreement 3/10 Overcoming Adoption Barriers with Rep Coaching Requests Latka challenges the product premise by arguing employees would reject executive surveillance. Richard reframes the adoption model, explaining reps actively request coaching feedback rather than feeling spied upon.7:48–10:10 · Guest disagreement 1/10 Cloning Top Performers through Keyword Tracking Latka asks how rep behavior can realistically be tied to specific search keywords. Richard uses the metaphor of hitting jazz notes to explain keyword indexing and cloning top performers.10:10–12:21 · Guest disagreement 4/10 Transition to Software and Capital Structure Richard corrects Latka regarding his executive title and describes how his services firm funded the software acquisition. Latka presses on fundraising and purchase terms, prompting Richard to politely decline going into deeper equity details.12:21–15:11 · Guest disagreement 2/10 SaaS Retention, CAC Metrics, and Team Composition Latka drills into retention and CAC figures, breaking down CAC as a percentage of ACV. When Richard initially reports five sales reps as his team count, Latka presses on where the technical staff is located until Richard clarifies total headcount is 15.15:12–17:41 · Guest disagreement 1/10 Historical Revenue and Call Camp Initiative Latka separates software revenue from the legacy services business to get precise historical figures. Richard confirms the services revenue funds the SaaS development.17:41–19:28 · Guest disagreement 0/10 Website Hosting Promotion with HostGator A brief sponsor read leads into the Famous Five rapid-fire closing questions, keeping the dialogue light and transactional.1:02–4:58 · Nathan pushing back 2/10 Securing Apple Devices with Jamf Now Latka moves swiftly from the business concept to unit economics, computing the monthly ARPU and MRR in real time from contract values. Richard follows Latka's calculations and confirms the numbers.4:58–7:48 · Nathan pushing back 5/10 Overcoming Adoption Barriers with Rep Coaching Requests Latka challenges the product premise by arguing employees would reject executive surveillance. Richard reframes the adoption model, explaining reps actively request coaching feedback rather than feeling spied upon.7:48–10:10 · Nathan pushing back 3/10 Cloning Top Performers through Keyword Tracking Latka asks how rep behavior can realistically be tied to specific search keywords. Richard uses the metaphor of hitting jazz notes to explain keyword indexing and cloning top performers.10:10–12:21 · Nathan pushing back 5/10 Transition to Software and Capital Structure Richard corrects Latka regarding his executive title and describes how his services firm funded the software acquisition. Latka presses on fundraising and purchase terms, prompting Richard to politely decline going into deeper equity details.12:21–15:11 · Nathan pushing back 6/10 SaaS Retention, CAC Metrics, and Team Composition Latka drills into retention and CAC figures, breaking down CAC as a percentage of ACV. When Richard initially reports five sales reps as his team count, Latka presses on where the technical staff is located until Richard clarifies total headcount is 15.15:12–17:41 · Nathan pushing back 4/10 Historical Revenue and Call Camp Initiative Latka separates software revenue from the legacy services business to get precise historical figures. Richard confirms the services revenue funds the SaaS development.17:41–19:28 · Nathan pushing back 1/10 Website Hosting Promotion with HostGator A brief sponsor read leads into the Famous Five rapid-fire closing questions, keeping the dialogue light and transactional.

speaking balance: gold is Nathan, purple is the guest (3 minute bins)

0:00 · Nathan 85.3% · guest 14.7%0:00 · Nathan 85.3% · guest 14.7%3:00 · Nathan 33.3% · guest 66.7%3:00 · Nathan 33.3% · guest 66.7%6:00 · Nathan 17.7% · guest 82.3%6:00 · Nathan 17.7% · guest 82.3%9:00 · Nathan 18.9% · guest 81.1%9:00 · Nathan 18.9% · guest 81.1%12:00 · Nathan 44.9% · guest 55.1%12:00 · Nathan 44.9% · guest 55.1%15:00 · Nathan 66% · guest 34%15:00 · Nathan 66% · guest 34%18:00 · Nathan 85.5% · guest 14.5%18:00 · Nathan 85.5% · guest 14.5%21:00 · Nathan 0% · guest 0%21:00 · Nathan 0% · guest 0%
Sharpest disagreement ▶ 12:09 Richard halts discussion on equity terms

Richard sets a firm boundary when asked about the previous team's equity arrangements, stating he will not discuss significant details.

Hardest push from Nathan ▶ 14:25 Latka presses on engineering team headcount

When Richard states the team has only five people who all do sales, Latka immediately challenges how a software product functions without engineers until Richard clarifies the total team is 15.

Biggest teaching moment ▶ 5:23 Richard disproves Latka's surveillance assumption

Richard refutes the premise that reps resent recording software by showing data where reps repeatedly opt-in to request coaching.

Nathan holds their own ▶ 4:39 Latka calculates MRR and ARPU in seconds

Latka demonstrates deep SaaS literacy by instantly converting annual contract value and customer count into estimated monthly recurring revenue.

the scores for every segment, with the reasoning behind each
ChapterTopicNathan as informed peerGuest teachingGuest disagreementNathan pushing backWhy
Securing Apple Devices with Jamf Now 6112 Latka moves swiftly from the business concept to unit economics, computing the monthly ARPU and MRR in real time from contract values. Richard follows Latka's calculations and confirms the numbers.
Overcoming Adoption Barriers with Rep Coaching Requests 5635 Latka challenges the product premise by arguing employees would reject executive surveillance. Richard reframes the adoption model, explaining reps actively request coaching feedback rather than feeling spied upon.
Cloning Top Performers through Keyword Tracking 4513 Latka asks how rep behavior can realistically be tied to specific search keywords. Richard uses the metaphor of hitting jazz notes to explain keyword indexing and cloning top performers.
Transition to Software and Capital Structure 5345 Richard corrects Latka regarding his executive title and describes how his services firm funded the software acquisition. Latka presses on fundraising and purchase terms, prompting Richard to politely decline going into deeper equity details.
SaaS Retention, CAC Metrics, and Team Composition 7226 Latka drills into retention and CAC figures, breaking down CAC as a percentage of ACV. When Richard initially reports five sales reps as his team count, Latka presses on where the technical staff is located until Richard clarifies total headcount is 15.
Historical Revenue and Call Camp Initiative 5114 Latka separates software revenue from the legacy services business to get precise historical figures. Richard confirms the services revenue funds the SaaS development.
Website Hosting Promotion with HostGator 2001 A brief sponsor read leads into the Famous Five rapid-fire closing questions, keeping the dialogue light and transactional.

Statements from this episode (12)

Assertion Not checkable as stated
Richard: ExecVision has about 50 paid customer organizations
“ExecVision is a software as a service product, and it's being used by about 50 organizations at this point to improve the conversation.”
Steve Richard Jan 7, 2017 ▶ 3:15
Assertion Not checkable as stated
Richard: ExecVision's average ACV is $17,000 to $20,000
“On average 17, 20,000 dollars per year.”
Steve Richard Jan 7, 2017 ▶ 4:21
Disclosure
Richard: ExecVision Acquired Former Vendor Team Visibility Instead of Building
“Nathan, I actually did not build this technology from the ground up. We acquired it. We were the customer, a customer of something called team visibility.”
Steve Richard Jan 7, 2017 ▶ 5:26
Disclosure
Richard: ExecVision Is Funded by Founders' 35-Person Phone Services Agency
“We've got 35 people on the phone in a separate services business that funds this technology”
Steve Richard Jan 7, 2017 ▶ 6:30
Insight
Richard: Sales coaching works by auditing reps against top performers' critical topics
“Just like any other human thing, if it's right in front of their face, they think about it. So if they're looking at 15 different keywords that we know are critical or topics that we are, we know are critical for a salesperson to hit on. It's kind of like jazz…”
Steve Richard Jan 7, 2017 ▶ 8:27
Opinion
Richard: Outsourced Appointment Setters Easily Raise Prices Due to Unmet Demand
“Really interesting market in that there's more demand than there is supply. So at any given time, all of the different appointment setting vendors out there are raising their prices and they have no trouble. Because there's more people who need meetings than p…”
Steve Richard Jan 7, 2017 ▶ 9:22
Assertion Not checkable as stated
Richard: Vorsight Bootstrapped for 10 Years Without Debt or Outside Capital
“But when we originally founded Voresight back 11 and a half years ago, it was completely bootstrapped, did no debt, no investors for 10 years.”
Steve Richard Jan 7, 2017 ▶ 10:17
Disclosure
Richard: ExecVision Has Raised Around $1 Million in Capital
“So between everything involved around a million.”
Steve Richard Jan 7, 2017 ▶ 11:38
Assertion Not checkable as stated
Richard: ExecVision Acquired Team Visibility in an All-Equity Transaction
“Well, it was all equity.”
Steve Richard Jan 7, 2017 ▶ 11:59
Assertion Not checkable as stated
Richard: ExecVision customer renewal rate is north of 90%
“So we're seeing all of our, of the first deals that I sold after we acquired team visibility all renewing right now. And they're renewing a little north of 90%.”
Steve Richard Jan 7, 2017 ▶ 12:35
Assertion Not checkable as stated
Richard: ExecVision CAC is roughly 65% to 70% of ACV
“Call something ballpark. 70%. I think it is, or 65%. Nathan Latka: Of ACV? Steve Richard: Of ACV, yeah. So call it like seven grand.”
Steve Richard Jan 7, 2017 ▶ 13:37
Disclosure
Richard: Vorsight and ExecVision combined reached roughly $5.2M in revenue
“All in, I think between the two, it was 5.2 or something like that.”
Steve Richard Jan 7, 2017 ▶ 15:32
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