why aren't all 7 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
Dickerson: ClickFunnels runs with 15 engineers and 80 support staff
“We're only about 15 guys on the engineering team. We have a huge support team at this point. Probably about 80 people.”
Assertion Not checkable as stated
Dickerson: ClickFunnels sustains roughly 10% monthly churn
“Our overall churn is about 10%, which is, I know that sounds high.”
Assertion Not checkable as stated
Dickerson: ClickFunnels generates over $1M monthly from viral footer badges
“I know that at this point, over a million dollars a month comes in just from that badge.”
Assertion Not checkable as stated
Dickerson: Upfront front-end sales reduce net CAC to effectively zero
“Our all-in cost to acquire customers is about a 130 dollars at this point. But like Russell said, we don't really even look at it that way because that, that upfront media spin that last month was about a 130. So that upfront media spin that was really paid ba…”
Assertion Not checkable as stated
Dickerson: ClickFunnels generates $60M ARR purely from direct software subscriptions
“Right at it. And that doesn't include a lot of the one-off sales. We do a lot of coaching programs and whatnot on the back end as well. But when it comes to just directly from the software, yeah.”
Assertion Not checkable as stated
Dickerson: ClickFunnels sees almost zero churn from customers past one year
“From about a year on, we have almost no churn. So once customers are actually using us and actually having success with us, it ends up being very low, but upfront, that's the initial part that we've been focusing on and working really hard on.”
Insight
Dickerson: External investments are treated as insurance against economic downturns
“I view the business as our, ours, our green fund, right? Like that's what we're going to do under best case scenario. And when it comes to investing and pulling money out, that's more of a insurance policy kind of thing. So any investments that we make in that…”