Greg’s Update:

Fails:

  • 2 blog posts written so I have one for when I return from Japan and am not stressed about that.
  • I want to have at least 2-90 minute blocks on our master followup sequence and get something in place there even if it’s a minimum viable solution for before I leave. The Result is have something in place before I leave.

Results:

  • System.ly Month to Date Revenue –
    • MRR: $20,342
    • Still waiting for the client to pay us but dealing with contract stuff but may email them about our new plan tonight even though that may derail things.
    • Might have another old client come back on our new packaged plan
  • Strategy calls:  4
    • Preparing a client for their launch
      • I’m an affiliate for and setup my affiliate promotion of that in Infusionsoft
  • 1 sales call
  • Feedback Calls: 3
    • Sharing new plans and ideas with both friends/partners and clients and getting good feedback on that.
  • A handful of internal team calls to prep for me being gone
  • Finalized all the stuff we need to do before we leave for japan like coordinating wifi hot spots and SIM cards and obviously packing. I ordered a bunch of stuff on Amazon that should be arriving tomorrow or Monday for us to organize our packing etc.
  • Got interviewed for the Speakers Lab podcast with Grant Baldwin
  • We interviewed Tucker Max and Samuel Woods for Zero To Scale
  • Restructured our offering and shared that with 3 friends, our team bought in and walked a client through it

Plans:

  • Enjoy Japan and be as present as a mo fo.
  • Listen and read on the plane
  • Only check email 1-2 times per day at night

Justin’s Update:

Fails:

  • Handbook for new hire
  • Build in an offer for our onboarding flow to try and get people upgraded within 5 days of their signup

Results:

  • LeadFuze software revenue is $23.5k MRR.
  • Free Trial to Paid conversion from April of 25.07% with 367 trials and 92 conversions. This is major improvements over where we were a couple of months ago which was closer to 12%.
    • Now our special offers certainly played a role this past month, but so did our focus on onboarding. My hope is that with a customer success person coming in we can keep it over 20%.
  • Lots of customer development calls every day this week. Just getting feedback, learning how people are using LeadFuze. I have been amazed at how educated our customers are of the space we are in.
  • One thing that has come up more than a few times, is people wanting help with building their list. This was part of the done-for-you service and is not something I want to manage.
    • So I am considering offering a Certified Partners channel where we train people and test them on how to use LeadFuze effectively and then those that pass we will highlight on a “Partners” page.
    • This way we can send people there and not have this be a roadblock in the sales process, while also helping to foster a marketplace community around the product.
  • Jane Portman – after we interviewed her, I reached out to her to see if she might be able to help LeadFuze with our UI. She totally rocks and took something we were having an issue with from a UX standpoint and totally simplified it. My CTO’s response to her mockups was, “OMG” and then he wanted her Twitter account to personally thank her.
    • She wrote about it in her newsletter as well as a full case study blog post about it as well. She really knows her stuff.
  • Began the process of combing through all of the applicants for the Customer Success Manager position.
    • There’s literally over 400 people, 412 as of right now to be exact. I was not expecting this many, so this is going to take a little more time than I thought.
    • The advantage of this though is that I can look for specific experiences and backgrounds and be picky.
    • For us, I’m looking at people with Customer Success backgrounds in SaaS OR people with account management backgrounds since there is some sales to the role. I am going through resumes looking for that, and if its close I am just looking for ANY reason at all to NOT move people to the next stage.
    • I outlined that process in last week’s update episode if you want to hear the whole hiring process we’re going through.
  • Slight scare this morning when the server that houses our database went offline. Just the worst feeling in the world when this happens, but luckily it was back up while I was doing my first call. That’s always a panic attack feeling.

Plans:

  • Start doing some interviews for the Customer Success position and get a better feel for who we are going to move forward with.
  • Content published
  • Handbook for new hire

Resources Mentioned:

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