why aren't all 13 resolved? a statement only gets an assessment when the public
record can support or contradict it. opinions and what-ifs never can, and 0 checkable
ones are still open, waiting for their date. predictions held up or didn't;
assertions are supported or contradicted. on every card:
▮▮▮▮▮ certainty ·
▮▮▮▮▮ debate potential. speakers are clickable
Assertion Not checkable as stated
6sense demanded a 3x price increase six months before contract expiration
“It's six months before the contract expires. They're like, we're gonna triple your price and hang up the phone.”
Disclosure
Robinson paid himself $4 million from Retention.com last year
“I paid myself four million dollars last year”
Assertion Not checkable as stated
Robinson: Retention.com scaled to $12M ARR with six people
“We actually got to twelve million with six people.”
Insight
Robinson: Systems of record retain customers, while lead-gen SaaS suffers high churn
“One thing that I just didn't get before, like, kind of a year and a half ago, is that there are product categories within SaaS that are just intrinsically higher churn than other product categories in SaaS, especially in MarTech. So, the golden goose in MarTec…”
Insight
Teams naturally favor fast-growing early products over stagnant, highly profitable cash cows
“The weird thing about human psychology is that even if something is making you eleven million dollars, if it's not growing, the thing that's growing from one to two is more exciting.”
Disclosure
Retention.com reached $12M ARR with six employees before reinvesting all profits
“We were twelve million ARR with six people, and I basically just took all the free cash and put it into trying to create what I viewed as, like, the unicorn company, and, like, honed it in an ICP, thinking it was gonna, like, completely solve this term problem…”
Assertion Not checkable as stated
Retention.com is currently operating at a $23.8 million revenue run rate
“23, 20, 23.8.”
Assertion Not checkable as stated
Retention.com expects to generate $11 million in net profit in 2024
“It's making eleven million dollars of profit this year, so it's exciting for the founders.”
Insight
Robinson: Data Businesses Scale to Better Margins Than Traditional SaaS
“The margins, I think, are typically better than SAS as you keep scaling. You know, you kind of have this, like, wonderful quality where you compile a lot of data at SAS margins, and then You don't really have to increase the spend on that data if you do it the…”
Assertion Not checkable as stated
Retention.com accounts for 85% of company revenue and 120% of profit
“It's 85% of our revenue. It's a 120% of our profit right now.”
Disclosure
Robinson spends $50,000 monthly on LinkedIn audience and video production
“Like, the consultant I use is, 12,500 dollars a month, but we're using it for four people. It's an integral part of our PLG, so I'm paying somebody who works with him 15 grand to manage outbound communication off of my profile, and set meetings, and move peopl…”
Assertion Not checkable as stated
Robinson: Retention.com grew to $22M ARR bootstrapped in four years
“I've been on this entrepreneurial journey for 11 years, and I started this company that's now twenty-two million ARR four years ago, and before that, I was stuck at three million ARR for four years.”
Disclosure
Robinson: Retention.com suffered roughly 60% gross annual churn
“Now we're pivoting to B to B, and, like, really the reason why is, and why I say I'm stuck again, is this unbelievably high-churn paradigm, and I'm talking, like, 60% gross per year”