09 Jul 2024

CPO Does $90m in Revenue, Reveals M4 Test He Ran To Increase NRR at Month 18

SaaS Interviews with CEOs, Startups, Founders

This podcast episode explores how Keap underwent a transformation by shifting its strategy from sales and marketing software for million-dollar businesses to targeting startups with a simple CRM. The company realized the importance of human connection in the onboarding process and redefined its strategy by focusing on usage and paid onboarding, embracing business automation, and aligning various aspects of the company to better support customer goals. The integration of a goal-oriented onboarding process, a customized approach, and a guarantee for reaching customer goals proved effective in increasing customer retention and satisfaction. The speaker also highlights the importance of laying the foundation for success in business, using the analogy of skiing and snowboarding as an insight into the learning process.

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