KPI Dashboards, Hiring Sales vs. Customer Success, & Solo Founders

Today Brian and Jordan discuss growth. In Jordan’s case he is dealing with sudden growth, and in Brian’s case, he is planning for growth. Both share how they are handling this wonderful problem.

Jordan has been focused on getting Carthook’s marketing up and running again, but it has become clear that his team needs him to focus on improving the customer support. It has been a struggle to really pinpoint what the team needs. Jordan calls it “customer success,”  but Brian isn’t so sure that’s the best title for the position.

Brian is working on his KPI (Key Performance Indicators.) While making the dashboard for these KPI, he learned that sometimes you need to just hire someone. Brian is also planning to do some hiring, he needs two project managers and a writer. He caps off today’s topics with an article from the website Baremetrics.

Here are the conversation points:

  • Brian’s four major categories for his KPI.
  • When to know you need to hire someone.
  • Jordan’s ever-growing stress.
  • Jordan’s undefinable job description.
  • What does “customer success” mean?
  • What Jordan needs for this new position.
  • The importance of taking care of “home base.”
  • Brian’s hiring needs.
  • Josh Pigford’s blog post.

Resources Mentioned Today:

Being a Solo Founder: Pros, Cons, Tips, and Tricks, by Josh Pigford

Audience Ops

Carthook

Ops Calendar

As always, thanks for tuning in. Head here to leave a  review in iTunes.

 

Customer Overwhelm, Hiring & Firing Teammates

We are both hitting some major growth right now in our businesses, and that means a lot of excitement and a lot of restructuring. We talk about project managing, hiring the right people, and the efforts we are putting into our marketing and lead generation.

Jordan recently went to Europe and met up with his team. He tells us how the trip went and the exciting milestone he saw while working with the Carthook team in Europe.  Jordan has also had some people leave the company. He explains why they had to go and how he plans to bounce back.

Carthook’s marketing has stalled because of a sudden flux of customers, Jordan discusses his concerns and how he plans to fix the problem.

Brian has really sunk into his Facebook ad campaign. He is working to generate leads for Audience Ops and filter people into a funnel that will lead potential clients to a consultation. He explains the 3 step ad campaign and shares how it is working for him.

Brian is also hiring some new people and offers some advice for Jordan regarding his marketing problems.

Here are our conversation points:

  • Jordan’s trip to Europe.
  • Brian’s Facebook ad campaign.
  • Brian’s current hiring needs.
  • How to create evergreen content for lead generation.
  • Jordan’s concern about customer support quality.
  • The “2 worlds” of Carthook.
  • Why Trello isn’t working for Jordan and his team.
  • How to discern what is urgent in your business.
  • What are the expectations of a Project Manager?
  • The difficulties of firing team members.
  • Brian’s podcast relaunch.
  • The 3 phases of online software.
  • How to build a brand online.

Resources Mentioned Today:

Appointment

Audience Ops

Calendly

Carthook

CasJam

Expert Secrets by: Russell Brunson

Facebook

Help Scout

Intercom

Seeking Wisdom

Trello

War of Art by: Steven Pressfield

Weworkremotely.com

Zendesk

As always, thanks for tuning in. Head here to leave a  review in iTunes.

 

YouTube Content, Creating Webinars, Team Retreats

We are back discussing our businesses and the progress that we have been making. On the personal front Jordan is heading off to Europe and Slovenia to work and hit the beach. Brian has been getting healthier with the BulletProof diet.

Brian has been recording new episodes for his Productized podcast. He is hiring one person to take care of the editing, shownotes, social stuff, and posting. He is also trying to make two videos a week. He is also launching the Sell to Strangers webinar for his funnel.

Jordan plans to get a lot of work done in Slovenia including writing a script for a webinar. He also wants to finish up the documentation for product including video. Jordan feels that he needs to go a little harder on his marketing and create more desire.

Here are today’s conversation points:

  • Brians Productized podcast and his video progress.
  • Jordans list of things he wants to do for his business while in Slovenia.
  • Writing scripts for webinars.
  • Making a public calendar or roadmap to help hold yourself accountable.
  • Education for products has two parts – how to use the product, and how to get the most out of using it.
  • Using webinars for funnel content.
  • How Click Funnels grew off the back of one webinar Steal My $17,000 a Day Funnel.
  • Case studies and client interviews and the wins possible.
  • Marketing to marketers for Jordan’s business.
  • The project manager side of Audience Ops.
  • Breaking down processes and putting the right people in the right positions.

Resources Mentioned Today:

Carthook

Audience Ops

Ops Calendar

Calendly

Productize Podcast

Baremetrics

As always, thanks for tuning in. Head here to leave a  review in iTunes.

Back from MicroConf! More Signups! Facebook Ads Funnels!

We are back from MicroConf and on this episode we share our takeaways and also update the important things going on in our businesses.

Jordan shares how Russ Henneberry’s MicroConf talk encouraged him to look at his business differently. After this episode you may not look at funnels the same way again.

Brian explains how MicroConf often helps him refocus his priorities. He has plans to reconnect with his personal brand and create some new engaging content. We discuss how he can do that.

MicroConf has been an educational experience for both of us and we have some really good take aways that we discuss today. We also have some general updates about our businesses. Surprisingly, we both are having issues with our marketing. We compare situations and see if we have something that could be helpful to the other person.

Here are today’s conversation points:

  • How MicroConf changed Jordan’s approach to funnels.
  • Content marketing updates.
  • Why you should know why your customers use your product.
  • Brian’s update about Audience Ops and Casjam.
  • Jordan’s new hires.
  • The importance of improving SOPs.
  • The natural progress toward corporate structuring. Why it is inevitable.
  • Our marketing successes and woes.

Resources Mentioned Today:

Audience Ops

Ops Calendar

Carthook

CasJam

MicroConf

As always, thanks for tuning in. Head here to leave a  review in iTunes.

Onboarding First SaaS Customers

Today we discuss how our respective businesses have begun on-boarding customers to our new products. The Shopify checkout app is growing and Jordan and his team are learning what makes the app successful. Brian has begun on-boarding clients on to the Audience Ops Calendar. We discuss what we’re learning from these processes and how that will change how we move forward.

Microconf Vegas is just around the corner. Jordan will be giving a talk to the event. He shares what has inspired his talk.

 

Some of the other things we discussed in today’s episode are:

  • Lessons Jordan’s team has learned from Hiten Shah’s course.
  • Should a customer support employee be full time?
  • Why SaaS is so competitive.
  • Why you can’t please everybody.
  • The upcoming Microconf Vegas.
  • Why Brian shut down Audience Ops Express.

Resources Mentioned Today:

Carthook – Shopify Checkout App

Audience Ops Calendar

BootstrapTour

Microconf

As always, thanks for tuning in. Head here to leave a  review in iTunes.

Launching a New Service in 5 Days & Hitting Your Product Stride

We have some big news coming up the following weeks. Brian discussed his recent experience with Facebook ads and the pros and cons of marketing on the platform. Jordan shares his found  his new found security in his business. We are really excited about the new rewrites and product launches and we talk about it all!

Here are today’s conversation points:

  • Brian’s Facebook ads and the results.
  • Jordan’s new confidence in Carthook.
  • Tweaking the Calendar app for beta testers.
  • Brian’s new service Audience Ops Express.
  • The reasons people leave Audience Ops.
  • How Audience Ops Express would change those reasons.
  • Carthook’s new release.
  • How to move into a self serve business model.
  • Audience Op’s Calendar gets a new name.
  • Gearing up for Microconf. Las Vegas.

Resources Mentioned Today:

Carthook

Audience Ops

Ops Calendar

MicroConf. Las Vegas

As always, thanks for tuning in. Head here to leave a  review in iTunes.

Updates Facebook Ads, Public Speaking, & Entrepreneurial Parenting

Welcome back to Bootstrapped Web. On today’s episode we cover a lot of subjects that are both business and personal nature. We update you on Brian’s Calendar product and Jordan tells us about a talk he gave to his accelerator group.

We also discuss Brian’s experience with Facebook ads and how Facebook is helping him get the word out about Audience Ops. He shares some tools he has found useful  while creating these ads. If you are looking for some easy to use tools for your ads you might find this episode interesting.

Here are our conversation points:

  • Jordan’s talk with Portland’s Starve Ups.
  • How Brian uses Facebook ads to promote Audience Ops.
  • What is a Facebook lead ad?
  • Creating ad campaigns with Facebook.
  • Jordan’s problems with Facebook Pixel.
  • Our discussion about public school and it’s lack of individuality.
  • Brian’s update on the calendar project.
  • Why working with people in person is useful.

Resources Mentioned Today:

Starve Ups

Animoto

Beacon.by

Audience Ops

Carthook

Facebook

As always, thanks for tuning in. Head here to leave a  review in iTunes.

Get-to-Launch Roadmap, Hiring (more) Developers, When to Work on Marketing

We talk about Big Snow Tiny Conf and team growth today. Brian had a great time up at Vermont’s Big Snow Tiny Conf and has some awesome take-a-ways to share. Jordan is growing his team and is getting ready for a big marketing push.

We both have some useful insights into team management and creating a successful product funnel. This is a good episode to see what goes into a product launch and how a project has several launches.

Here are today’s conversation points:

  • Big Snow Tiny Conf
  • Kara Swisher on Tim Ferriss’ podcast.
  • Tax season for Startups.
  • Jordan’s new developer.
  • Ways to structure team management.
  • Josh Pigford’s latest blog post.
  • Why we stopped consuming business advice.
  • When we consume new business advice.
  • Brian’s new developer.
  • The benefits of hiring new team members.
  • Brian’s advice for marketing to Jordan.
  • Jordan’s Stave Ups talk.

Resources Mentioned Today:

Audience Ops Calendar

Audience Ops Training Program

Carthook

Starve Ups

Big Snow Tiny Conf

Tim Ferriss Podcast

The Startup Echo Chamber is Making You Deaf, by: Josh Pigford


As always, thanks for tuning in. Head here to leave a  review in
iTunes.

We’re back! Working Vacation, Too Much Transparency, & Product Updates

Hello there! We are back at Bootstrapped Web after a month long hiatus. Brian spent some time overseas with his family. Jordan did the same state side. On today’s episode we talk about what is going on with our respective companies and how those developments are going to change the podcast.

We also discuss the status of the Audience Op’s calendar and other projects in the pipeline.

Here are today’s conversation points:

  • Brian’s family visit.
  • The challenges of working abroad.
  • What Jordan was up to during the hiatus.
  • Working to improve Carthook’s Shopify checkout.
  • The problem with transparency.
  • How Bootstrapped Web is going to move away from transparency.
  • Josh Pigford’s recent blog post.
  • Getting ready for Big Snow Tiny Conf.
  • An update about Audience Op’s Calendar.
  • Brian’s plans for webinars.
  • The problem with webinars.
  • How video can help a demo.
  • How webinars and demos have changed.
  • Jordan’s Starve Ups experience.

Resources Mentioned Today:

Carthook

Getting out of the Startup Rat Race, by: Josh Pigford

Big Snow Tiny Conf.

Audience Ops Calendar

Starve Ups


As always, thanks for tuning in. Head here to leave a  review in
iTunes.

2016 Recap & 2017 Goals

Well, 2016 is coming to an end. Today we’ll compare our goal lists from last year and reflect back on what went wrong  and what went right.   Carthook and Audience Ops have both grown and changed so let’s sit down and take a look at our 2016 results. We will also discuss our goals for 2017 and how we plan to make them happen.

This will be our last episode for 2016, and we’ll pick up next year.

Here’s today’s conversation points:

  • Why Jordan wasn’t able to bring Carthook into profitability.
  • Brian’s goal for Audience Ops and finding organic leads.
  • How to think bigger.
  • The problems Jordan had pivoting away from cart abandonment.
  • Audience Ops is diversifying its product line.
  • Beta users will be getting the Audience Ops Calendar.
  • Wanting 2017 to be a breakout year.
  • Why Brian went back to sales.
  • When to raise prices?
  • Working with kids in the house.
  • Working with teams during the holidays.
  • Jordan’s 2017 goals.
  • Brian’s 2017 goals.
  • When to give yourself a raise.

Have a Happy Holidays everybody and we’ll see you next year!

Resources Mentioned Today:

Carthook

Audience Ops

Audience Ops Calendar

ProfitWell


As always, thanks for tuning in. Head here to leave a  review in
iTunes.