why aren't all 12 resolved? a statement only gets an assessment when the public
record can support or contradict it. opinions and what-ifs never can, and 1 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
Insight
Lecha: Submissions are the core proxy for customer value in form software
“In the end, the submission is a proxy for value, right? Because when you ask questions, the value is from the answers. So the more answers from more people, the more value you get.”
Disclosure
Typeform consolidates all go-to-market and pricing teams under one revenue leader
“What we did was hire a revenue leader, and we brought in all of the go-to-market revenue-related departments. So now, marketing, and sales, and channel sales, and customer care, and customer success, and even pricing and packaging are reporting to that one per…”
Assertion Supported
Typeform reached approximately $20M ARR within its first six years
“In this chapter, the company achieved, let's say, the first level, the first step, the first brick, which is more or less around this twenty million. It took six years”
Assertion Open · timeframe Dec 2018
Typeform's annual growth slowed to 31% in 2018
“But eventually, in 2018, the growth has slowed down to that 31%.”
Assertion Not checkable as stated
Typeform added nearly $60M ARR between 2019 and 2022
“And in the next four years, so, 2019 to 2022, you can see that we accelerated growth And on that first brick, first twenty million, we added another three bricks, or almost sixty million.”
Assertion Not checkable as stated
Typeform customers averaged 370 form submissions monthly
“Every customer creates forms. These forms are shared. There's 370 submissions on average per month, right? So 370 people per month per customer are exposed to the product, right?”
Assertion Not checkable as stated
Typeform added 80k+ customers and 300M+ submissions in 4 years
“So in these four years, we added these three additional bricks, we added 80,000 plus customers, and we added more than 300 submissions. Three hundred million submissions.”
Assertion Partly supported
Typeform grew 22% in 2022, below historical average
“When the last year, 22, we only grew 22%, and that was below our average.”
Assertion Supported
Typeform reached 125,000 customers by early 2023
“And we say, okay, we don't have 45,000, now we have a 125,000.”
Assertion Not checkable as stated
Typeform enterprise customers generate 15k to 22k submissions monthly
“They were buying the Enterprises KUs, and they were getting 15 to 22,000 submissions per month.”
Disclosure
Typeform shifted its core strategic goal to total submissions
“What we did was to shift to total number of submissions. So now we want to increase and we want to reach 1,000,000,002 1,000,000,003 billion submissions as fast and as soon as possible.”
Assertion Not checkable as stated
Lecha: Typeform sees record enterprise revenue after One Funnel overhaul
“It took us a year to get here, but in the last nine weeks, in terms of the highest valued customers, which is the enterprise SKUs, we've been seeing record levels of new revenue generated.”