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Perfecting the SDR to AE Handoff

Aug 08 2019

A while back I spoke on a panel at the Salesloft Rainmaker event on the topic of perfecting the handoff of a prospect from the SDR to the AE. The handoff can make or break the sale. This is a topic often left orphaned by sales leaders and something that needs far more attention than it is given. SDRs are […]

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What to Expect When Transacting – Managing the Emotions of a Process

Aug 09 2023

As founders begin to pursue a sellside transaction process, it is important to understand the various phases of process execution and the emotional cycles that will most likely come with each phase. Our team is a firm believer that, often, the most value we can add to these processes is helping manage the founders’ emotions […]

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SaaS Growth Strategy: Investment vs Profit Taking

Sep 06 2018

I was often a self-funded founder whose SaaS growth strategy needed to include profit, as that was how my co-founders and I paid ourselves. When you’re growing a SaaS in a cutthroat sector like martech, taking investment capital out of the growth machine in the form of profit must be done judiciously and intentionally. If […]

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