Startup to Last

Tyler and Rick dive into the chaotic yet rewarding world of SaaS project management, highlighting the effective use of AI for streamlining operations. They stress the importance of setting realistic goals and fostering meaningful customer engagement while maintaining a balanced work environment. The duo shares humorous insights on March Madness brackets intertwined with tech transitions, and they candidly discuss the integration of AI in health services and the challenges it brings. Parental leave dynamics and strategic planning also take center stage in their engaging conversation.

The hosts dive into the art of consultative sales, highlighting the importance of genuinely understanding customer needs. They discuss optimizing sales pipelines and the key role of effective CRM tools in driving efficiency. There's a light-hearted take on food preferences that cleverly parallels business strategies. The conversation also covers the shift towards personalized customer service and innovative ways to enhance user engagement with new features. Lastly, they explore the delicate balance of pricing strategies to align with customer perceptions.

In this episode, we talk about how Rick has given himself some breathing room, and how that’s impacted his outlook on the business. 

In this episode, we talk about some metrics that are headed in the right direction. Let’s go

In this episode, we try to prioritize some of the different growth channels Rick is considering for 2025.

In this episode, we recap 2024 and set goals for 2025:Personal goals for 2025:Rick: Primary theme: Buy back timeTake 1 personal day every 1-2 monthsGet time back for things I love (skiing, basketball, be present on vacations, reading/writing, local networking)Have a familiy vacation on the calendar to look forward to at all timesTylerBaby stuffRemain flexible and do whatever needs to be doneCreate space for Shelly to have a life outside of just parentingTake advantage of the calm life I've builtDon't hold myself to all my pre-baby health goals, but don't totally give them up eitherProfessional goals for 2025:RickLegup Health: I don't know yet, but most likely...2x revenue (maybe less)Make sure JD's role is sustainableMake sure the business is properly financedWindfall: Scale myself. Level up, and make sure the team levels up with meTylerDon't worry about growth. Focus on input, not output.ProductTie off the big 2024 projectsDefinitely ship kanban and a mobile appStretch goal: Ship one other big thing (sending email, automations, or reports)Reduce the set of things I'm responsible for so I can focus on the things I'm best at

In this episode, we discuss how there are multiple different approaches to take when a startup needs to grow the team.

In this episode, we discuss Bluesky as the new Twitter, how Rick’s busiest time of year is surprisingly calm, and more.

Less Annoying CRM is working on some big features, and in this episode, we discuss what we’re learning as a result.

We’re both in marketing mode right now. In this episode, we dive into the specifics of what we’re trying.