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Episode 4: How To Onboard Users In The First 100 Days™ with Joey Coleman, Founder of Design Symphony

“Every interaction with your company creates a holistic impression with the customer…And most companies are structured in the wrong way to optimize the customer experience.”
-Joey Coleman, Founder of Design Symphony

Episode 4 of the How To SaaS podcast features Joey Coleman, Founder of Design Symphony, on onboarding users in the First 100 Days® of their journey and turning initial experience into an advantage to increase retention and referrals.

Some background on Joey — my interaction with his message began with his concept of the first 100 days and how companies lose up to 50% of their customers within that time period. We at Wild Apricot have taken Joey’s courses and seminars and have really invested into incorporating his ideas into our initial user onboarding.

We believe in it so much that we created a cross-functional onboarding unit in our company that transcends your traditional departments of marketing, sales, customer success,...


Episode 3: The Strategy Behind Advocamp With Jim Williams, VP Marketing at Influitive

“You need to focus on how you treat existing customers as much as you do on net new customers.”
-Jim Williams, VP Marketing of Influitive

Episode 3 of the How To SaaS podcast features Jim Williams, VP of Marketing at Influitive, on the strategy behind their Advocamp conference and how it is helping them create the category of Advocate Marketing.

Influitive is one of the darlings of the Toronto SaaS community — they’re growing rapidly, they’ve raised 5 rounds of funding that total to $50MM and they are trying to accomplish something unique, which is the building of an entirely new category called “Advocate Marketing”.

Influitive enables companies to go way beyond referrals to create and empower product champions/evangelists as the core way to grow a business.

We’re going to be speaking with Jim about the creation of Advocamp — their annual conference, which just finished in San Francisco — and it is helping Influitive to...


Episode 2: How To Write Books With Donald Cowper, Best-selling Author and Head of Content at ClearFit

“Books spread by word-of-mouth. People share books.”
-Donald Cowper, Head of Content at ClearFit

Episode 2 of the How To SaaS podcast features Donald Cowper (Head of Content at ClearFit) and we discuss why software companies should publish books as a strategy to become the thought leader in the market they are trying to capture.

Donald has already done this twice with some amazing results. The first with Breaking the Time Barrier at Freshbooks which he co-authored with Mike McDerment the CEO and has generated hundreds of thousands of downloads and leads for their software. He’s now at ClearFit as the Head of Content where he’s written the book What To Why with CEO Jamie Schneiderman.

In this episode you’ll learn about answers to the following questions:

  • Why publish books? What’s the strategy?
  • How does the content support the strategy?
  • How do you market and promote a book to achieve your objectives?
  • How to make the content shareable to get it into...

Episode 1: How To Exhibit at Conferences with Ryan Anderson, CEO of Filevine

“Good follow-up after the conference is actually preceded by a good relationship at the conference.”
-Ryan Anderson, CEO of Filevine

On Episode 1 of the How To SaaS podcast, we speak with Ryan Anderson on how to strategically exhibit at conferences to create partnerships and generate leads.

Ryan is the CEO of Filevine — a case management software for law practices. Ryan launched Filevine just over a year and a half ago and they’ve been growing rapidly ever since — roughly 30% month over month and at about 500,000 in annual recurring revenue.

One of the ways Ryan and Filevine have been able to penetrate the market of law firms is by executing really well on conferences where they have exhibited. Exhibiting at major conferences is something many software companies try and fail with so I wanted to bring on Ryan to discuss how they have found magic in conferences when so many others have not been able to.

In this episode, you’ll learn the...


Episode 0: Intro to How To SaaS with Shiv Narayanan, Founder & CEO

Shiv Narayanan, Founder and CEO of How To SaaS, shares his history of building Wild Apricot to $20M in ARR without a sales team and his vision for the podcast and How To SaaS as a company.


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