Andreessen Horowitz

FEBRUARY 13, 2024

Here, we’re sharing an actionable guide for biotech leadership teams as they start the process of building or renovating their own data room. Together, these documents will help distill not only your vision for the current fundraise, but more broadly the long-term differentiation and trajectory of your company.

Development Team Review 119

Development Team Review Technical Review Finance Systems Review 119

SaaStr

MARCH 1, 2020

.” But the bad news is, many can’t really do the job a start-up needs at a leadership level. In particular, being an individual contributor customer success professional does not always breed leadership. Can you show me your QBRs and other documentation you’ve built for customers?

Customer Success 253

Customer Success Sales Hiring Leadership Interviewing 253

OpenView Labs

DECEMBER 3, 2020

This time I met up with Lisa Campbell, Chief Marketing Officer at Autodesk, to talk about leadership, the most underrated superhero, and the thing that’s always in her pocket. Sometimes it’s like a document management tool for me, and I’m bad that way. How do you manage your inbox? ICYMI: Meet Mailchimp’s CTO Eric Muntz.

Leadership 52

Leadership CTO Coach CTO Interviewing 52

SaaStr

FEBRUARY 23, 2022

Someone is documenting something, sending it to someone else, then it’s consumed with a lag time in between.” Loom leadership believes the async format offers the clearest view of a candidate’s work and skills. Examples of sync include in-person meetings, Zoom calls, and phone calls.

Scale 202

Scale Company Culture Interviewing Communication 202

FastSpring

MARCH 20, 2023

Beyond these two widgets, we’ve also added blocks to provide additional valuable information such as: new product updates, customer stories, thought leadership, developer documentation, and much more. Check out our documentation here. Want to know more?

User Experience 81

User Experience Merchant Services Payment Methods Payments 81

Sales Hacker

OCTOBER 13, 2023

Regardless of motions and way of executing those motions, one reigning principle is highly emphasized: There needs to be more alignment than ever before across go-to-market teams, leadership and the board. UX Designer at Document Crunch , more details here. See more top GTM jobs here. For now, we are headed over to NYC.

Scale 98

Scale Sales Hiring AI Generative AI 98

Totango

NOVEMBER 27, 2023

Foster collaboration with clear communication and defined responsibilities The biggest angst between sales and CS is often a result of miscommunication that arises when there isn’t transparent documentation and sharing of information – especially when it comes to customer goals and objectives.

Revenue 71

Revenue Sales Customer Success Churn 71

SaaStr

NOVEMBER 8, 2022

As someone who grew Snowflake by 300% in the previous two years with a 0% turnover, you’ll want to hear his tactical strategies for those in leadership roles. . In the kickoff for Workshop Wednesdays last week, Wang chatted with the community about how to build a high-performing team and keep it. Phase 2: Onboarding .

Underperforming Technical Team 202

Underperforming Technical Team Technical Review Acquisition Company Culture 202

Scytale

NOVEMBER 7, 2023

Leadership Involvement (Clause 5) When it comes to getting ISO 27001 certified, leadership involved is critical. Clause 5 focuses on organizational ISMS design from a leadership and commitment point of view. The recorded document should encompass the following details: The person accountable for the nonconformity.

Systems Review 52

Systems Review compliance Leadership Management 52

Scytale

NOVEMBER 7, 2023

Leadership Involvement (Clause 5) When it comes to getting ISO 27001 certified, leadership involved is critical. Clause 5 focuses on organizational ISMS design from a leadership and commitment point of view. The recorded document should encompass the following details: The person accountable for the nonconformity.

Systems Review 52

Systems Review compliance Leadership Management 52

Intercom, Inc.

APRIL 14, 2020

That sense of safety must come from the top – directly from your leadership team. Ecommerce fulfillment platform Shipbob , also keep their entire company well informed of any customer experience updates with a live Q&A document. Here are their tips: Provide a safe space. Remember, a team takes its tone from its leader.

Scale 223

Scale Leadership Customer Support Healthcare 223

SaaStr

JULY 15, 2023

And in fact, once you have VC investors, this is often required in your Investor Rights Agreements or other financing documents. I would have the board approve CEO salary, all material expenses (>$5k-$10k), and an overall CEO expense policy. And approving the CEO’s salary is often required under state laws.

Startup 173

Startup Finance Compensation Leadership 173

Scytale

JANUARY 3, 2024

This is especially true regarding developing your SOC 2 policies, protocols, and documentation. However, there is one thing that can have a make-or-break impact on your audit and, subsequently, your report – your SOC 2 policies, protocols, and documentation. Cue templates.

compliance 52

compliance Systems Review Technical Review Leadership 52

User Pilot

NOVEMBER 23, 2023

That’s what Dave Martin , a product leadership coach, has talked about in his talk at this year’s Product Drive Summit hosted by Userpilot. Leadership and investors often challenge them because they can’t see anything tangible that they’re paying for. How is the outcome-based roadmap different from regular roadmaps?

Scale 104

Scale Underperforming Technical Team Sales Recruiting Software Review 104

SaaStr

JULY 7, 2021

Usually, no matter what the legal documents say, each VC gets a veto. Even if they don’t, the acquirer will generally require close to 100% shareholder support to close a deal no matter what the financing documents or law say. Second, it can be a real issue in M&A, when you sell the company.

Banking 350

Banking Venture Capital Finance Investment 350

User Pilot

OCTOBER 11, 2023

Finally, make sure you're documenting and reflecting on each example of a growth experiment you run. By adding a detailed writeup into a tracker document, you'll be incrementally adding to a valuable source of knowledge – one you can refer back to for years to come. Document your experiments as you go.

Software Review 105

Software Review Onboarding Metrics Data Analysis 105

How To Buy Saas

APRIL 12, 2024

Hence, by integrating code linting, you and your team can ensure that standards are documented guidelines and actively being enforced. Hence, your development leadership should be able to summarize the intent of each guideline so each member can deeply understand the context.

Software Review 52

Software Review Software Development Development Software 52

User Pilot

DECEMBER 12, 2023

Apart from the UX design team and senior leadership , include the product manager and the heads of the key departments: development, engineering, marketing , and customer success/support. Continuously improve and update the roadmap to streamline future UX work A UX roadmap is not a create-it-and-forget-it document.

User Experience 105

User Experience Customer Lifetime Value Metrics Interviewing 105

User Pilot

NOVEMBER 27, 2023

Progress reports are documents detailing the progress that the team is making toward achieving project objectives and deliverables. However, reflecting on and documenting the progress of a project is essential for its successful delivery and enables organizations to learn and develop good practices for future projects.

Management 105

Management Technical Review Software Review Leadership 105

Intercom, Inc.

JUNE 3, 2019

This skill ebbs and flows in importance depending on where a team is at, and usually leadership provides clear direction on this front. Leadership behaviors. To complete the document, we articulated our expectations for each level, from Associate to Principal. There’s almost no phase of work that doesn’t rely on this.

Management 208

Management Software Review Leadership Communication 208

SaaStr

JUNE 27, 2022

Many of them were old and outdated, their API keys were not publicly available, and their documentation was not clear or helpful. They modeled their API documentation after Stripe’s for clear, simple instructions that empower even non-coders to set up an API quickly. Shippo changed all that.

Sales Hiring 185

Sales Hiring Startup Scale Content Marketing 185

SaaStr

MAY 22, 2019

His thoughts on leadership in a nutshell? “A Too much process and people will get mired in meetings and documentation.” From 200-2008 she held leadership positions at Allegis Corporation and Intuit before ultimately joining Intercom in 2017. A leader has 3 responsibilities that are akin to a bus.

Scale 162

Scale Leadership Consulting Metrics 162

SaaSX

AUGUST 30, 2020

Before you even think about rolling out OKRs make sure your leadership team is truly bought in to the idea. Run a test quarter with leadership. . Document your company OKR framework in your internal knowledge base so staff can refer to it as needed. You do have a place to document things right? OK, it’s time! .

Leadership 75

Leadership Communication Management Strategy 75

SaaStr

APRIL 2, 2023

But what I learned, after years of procrastinating on tough moves for our leadership team, is that the leaders’ teams suffer greatly through that inaction. I wrote up a document of what I expect from our leaders, in extreme detail. Lesson: I need to hold our leaders at Gainsight to the highest possible standard.

Sales Hiring 248

Sales Hiring Scale Scaling Customer Success 248

SaaStr

APRIL 6, 2022

Once your “listening tour” is over, document your thoughts and share them with your colleagues. As you choose your approach, remember that it should never be about “the leadership vs. the team”, or “product vs. research”. . “You want to go far, and you want to go together.” Getting started as a product leader.

Scale 174

Scale Leadership Scaling Interviewing 174

Intercom, Inc.

NOVEMBER 17, 2020

Of course, we still needed to convince leadership that this wasn’t just going to be a very expensive boondoggle that would fail to deliver on what was promised. Testing our hypotheses. The paper trail established at this point would serve as the North Star that kept the project on track. Benchmarking our clusters.

Engineering 151

Engineering Outsourced Development Benchmarks Scaling 151

Intercom, Inc.

JUNE 9, 2020

We asked Mark Weidick, the general manager of legal ops platform SimpleLegal , what he thought was most important about leadership during a crisis. I’ve seen the ‘decisive’ part of leadership cause the biggest problems, typically when a leader waits for better or perfect information.”. Make decisions quickly.

Strategy 197

Strategy Business Scale Communication 197

ChurnZero

MAY 26, 2021

Customer Success Leadership Network. The Customer Success Leadership Network operates as the central hub and premier networking forum for Customer Success professionals worldwide. Support Driven is an online community of more than 4,000 members who care deeply about support. Customer Success Around the Web.

Customer Success 86

Customer Success Leadership Onboarding Communication 86

SaaStr

JUNE 13, 2021

In a different company, a little while back, I was also sent a bunch of, uh, aggressive convertible debt documents in another potential deal. Although this isn’t just because the documents are simple. You can draft very simple Series Seed equity documents. The investment still ended up being very profitable.

Systems Review 261

Systems Review Government Investment Pricing 261

Totango

JUNE 10, 2022

How do you work to ensure there is an open feedback loop between your employees and leadership? . I work to relay this overall sentiment to leadership. In my own experience, the best way to do this was to start with documenting the customer journey from sales order through renewal event.

Customer Success 101

Customer Success Scale Sales Hiring Leadership 101

ChurnZero

JULY 6, 2023

This map documented all the steps the customer took from the point of acquisition through implementation, adoption and renewal. Put your concept of a customer journey map on paper The best way to get started is to simply begin documenting your concept of a customer journey map. It won’t be perfect and that’s to be expected.

Development Team Review 52

Development Team Review Consulting Outsourced Development Customer Success 52

User Pilot

JULY 23, 2023

Work with finance and leadership to manage the budget allocated for GTM activities and ensure cost-effectiveness. Analyzing sales performance and KPIs to provide insights to the GTM team and company leadership. Customer research and generating useful information for creating a competitive advantage. Project planning and execution.

Marketing 92

Marketing Customer Lifetime Value SaaS Advertising 92

Valerian Tech

JUNE 13, 2023

The company’s leadership should work to identify potential compliance gaps by analyzing data management practices, security protocols, documentation processes, and employee training programs. Assessing Compliance Gaps: Maintaining compliance requires thorough evaluation of existing systems, processes, and policies.

Healthcare 52

Healthcare compliance CTO Hire New CTO 52

Scytale

JANUARY 31, 2024

Type of SOC 2 Report Initiating the SOC 2 project requires a comprehensive understanding from the project team, management, and leadership regarding the type of SOC 2 report they want to pursue. Documenting the scope of these risks based on identified threats and vulnerabilities is essential. is comprehensive and up-to-date.

compliance 52

compliance SaaS Underperforming Technical Team Healthcare 52

SaaSX

AUGUST 9, 2020

Strategic planning is an area that many startup leadership teams struggle with. You can do this with your executive leadership team (your direct reports). If you don’t yet have a mission, vision, or values, now is the time to do the work of defining and documenting them. Step 4: Document.

Startup 59

Startup Systems Review Leadership Communication 59

SaaStr

SEPTEMBER 11, 2022

But, it mostly comes into play in smaller scale outcomes and startups that have only raised a round or two: In a small acquisition, not paying investors 1x or 2x or whatever the documents state. Or variants hereof. Convertible notes especially often become a sucker bet in small M&A in many cases.

Acquisition 276

Acquisition Startup Revenue Scaling 276

Intercom, Inc.

MARCH 4, 2019

We create distinct docs for each functional teams and even one for leadership teams. At the end of the week, everyone marks Y/N against their goals, sometimes adding comments as to why the goal was missed or linking to supporting documentation. This ensures we build great habits around weekly results.

Management 202

Management Interviewing Leadership Engineering 202