Connecting the Dots
A collection of blog posts on Revenue Operations (RevOps), Finance, Sales, building a company, PLG, JTBD, ARR, etc…
Which hat are you wearing today?
Whether you choose to or not, a lot of hats get worn as a founder but this new one I’m wearing intentionally and proudly: a new producer for Matt Gerry and his awesome YouTube channel, @CodingWithTheForce! I first came across his videos to help with some tricky bits in the early days of developing ARRow and…
Announcing the ForecaaS Suite
As mentioned last week, for our big logo-series finale, rounding out the team is the Rookie of the Year, ForecaaS CPQ! Configure-Price-Quote (a.k.a CPQ) is the process used by sales teams to determine the configuration of a product, it’s pricing and providing the quote – especially necessary in SaaS where the number of product bundles…
A Dance of Dots and Lines
Let’s keep talking brand! I don’t know about most founders but I enjoyed working though what our logos mean and how a simple visual can convey a very compelling story. Up top you’ll see the overarching ForecaaS logo which consists of a dot matrix which is the foundation for all ForecaaS Software products. Connecting the…
What’s up with your logo?
A swoosh. Golden arches. A bitten apple. A long-haired siren holding her legs ( 🤔 ?) up. All imagery that automatically conjures up a brand in your brain. When it comes to your logo, in the hecticness of starting up a new business, especially when boot-strapping, it can be easy to put some words in…
What’s in a month?
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in ARR(hold on to your shorts, this is both a philosophical and maths question!) If you’ve been following my last posts, you know my goal has been to provide tips on standardizing metrics to allow our friends in Finance and RevOps to have a little fun in the sun this month. But when it comes to…
Hot Tip #4: Giving free months can get expensive
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Who doesn’t like free stuff?? (spoiler alert: your ARR reporting doesn’t, that’s who!) It’s halfway through July, and as we get into the later quarters of the year, quotas are being eyed with more scrutiny and spiffs and promotions offered more liberally, chief amongst them being free trials. Free trials are a great incentive to…
Hot Tip #3: How to record credits given to customers
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New week, new tip dedicated to getting our friends in Finance and Rev Ops outside and running through sprinklers this summer not just spreadsheets. This one goes out in particular to scaling SaaS organizations operating with an accounting system that is 𝐧𝐨𝐭 integrated with other systems from the Rev Ops tech stack. 🔥 𝐇𝐨𝐭 𝐭𝐢𝐩…
Hot Tip #2: A tale of many currencies
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EUR and CAD and USD and… A tale of many currencies! Big national holiday week here in North America, which is the perfect time to discuss my next tip in our series dedicated to getting #Finance and #RevOps teams outside and enjoying their summer – currencies and exchange rates. Hot Tip #2: If you’re selling…
Hot Tip #1: Make sure the start and end dates of your yearly contracts actually equals one year.
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The sun is shining, the birds are chirping, it’s finally Summer! ☀ While most teams can take some much-deserved time off, I know all too well that for Finance and RevOps it can be business as usual. So for the next few weeks, I’m going to be dropping some hot tips from my years working…
