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12 Key Levers of SaaS Success

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This presentation is from my talk at the 2017 SaaStr Annual conference in San Francisco. It offers an overview of a simple model to understand a SaaS business and the key levers a CEO can pull to get the most impact. The presentation covers:

Optimizing the SaaS Funnel:

  • Get inside your customer’s head
  • Break down the funnel into microsteps
  • Identify bottlenecks
  • Use funnel math to make improvements

12 Key Levers Within the Funnel:

  1. Product/market fit
  2. Top of the funnel flow
  3. Conversion rate
  4. CAC (customer acquisition cost)
  5. Number of sales people
  6. PPR (productivity per rep)
  7. Getting enough leads
  8. Pricing
  9. Customer retention rate
  10. Dollar retention rate
  11. Months to recover CAC
  12. Recruiting, onboarding & management

The Slide Deck

12 Key Levers of SaaS Success [View or download on Slideshare]

Watch the video

If you’re interested, you can find my 2016 SaaStr presentation here.