The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 8 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
Buying Out Channel Rev Shares Caps Sales and Loses Partners
“Yes, mathematically that will work, and it'll look good in a spreadsheet, and yes, you will improve your gross margin short term. It's also a great way to limit sales. I mean, you know, because after a period of time, that partner can just switch to a competit…”
Pete Lamson: Buying out partner revenue shares limits long-term sales growth
“Yes, mathematically, that will work, and it'll look good in a spreadsheet, and yes, you will improve your gross margin short term. It's also a great way to limit sales. I mean, you know, because after a period of time, that partner can just switch to a competi…”
Indirect Channel Distribution Trades Gross Margins for Lower Upfront CAC
“For indirect, what typically happens if you do it well is your CAC will go down, but you're shifting that CAC to success driven revenue share. So it's a more efficient use of a cost of capital. So your CAC goes down, your gross margins go down too, because you…”
Pete Lamson: Indirect sales lower CAC but compress gross margins and ARPU
“For indirect, what typically happens if you do it well is your cap will go down, but you're shifting that cap to success driven revenue shares. So it's a more efficient use of use of a cost of capital. So your CAC goes down, your gross margins go down, too, be…”
Lamson: SaaS companies do not have a real business until customers renew
“You don't make money by selling somebody for one year, you can sell anybody, anything once, but you don't have a business until they renew. And so deriving that lifetime value is critical for SAS businesses.”
Lamson: Pushing unwanted features fails; accepting downgrades retains customers long-term
“We have to start with what's best for our customers and to jam them into things that they don't need. That is a losing strategy. And so number one is we want our customers to be on the right solution for their business. So what of our products do they need to …”
Lamson: Capturing existing demand outperforms creating demand in SMB marketing
“Any time, especially with a small business, you are tapping into existing demand versus creating demand. It's going to be more effective because it's, you're tapping into that mid funnel versus top of funnel.”
Lamson: JazzHR's biggest challenge is educating SMBs out of spreadsheets
“Our biggest challenge is that is education is categorical education is helping SMBs understand that there is a better and highly affordable solution out there.
Then the word document and spreadsheet hell
they're stuck in now.”