POP!
POP! Success Stories
SaaS Acquisition
Commercial Team MUST DO
Commercial Team MUST NOT DO's
100

The first "P" in the POP! CKO Non-Negotiables!

Profitability

100

A Profitability Success Story

Enpal or Browns

100

The unit of ownership controlled by investors, employees, or boardmembers

A Share

100

Bring something valuable to the meeting. Speak up. Frontload the work. Work on Q3-4 Renewals NOW!

Be Proactive

100

Avoiding healthy conflict or sitting on feedback

Being Too "Nice" 

200

The "O" in the POP! CKO Non-Negotiable Theme

One Team

200

A Play to Win Success Story

Quin House

200

The period of time and process of an acquiring company to review financials, contracts, and final evaluations

Due Dilligence

200

Demo value, not features. Offer accounts value, not add-ons. Solve business problems and think like a board member.

Frame everything as Business Value

200

Not executing the plan. Allowing busy work to impede strategic work.

Becoming Unprioritized/Unfocused

300

The second, and last "P" in the POP! CKO Non-Negotiable Theme

Play to Win

300

A One-Team Success Story

M&D Churn Save or Quin House

300

The cost of of exercising or purchasing a single share of common stock

Strike Price

300

Examples of finding Creative Ways to Win

Creative deal structures. Use of opt-outs, extensions, and incentives. Think outside the scope of the ‘rules’ and your role.

300
"Not my job, not my prob." 

Ungrateful

400

No excuses, no quit, only forward

Play to Win

400

An account that paid for two years up front and got the third year free!

Browns Shoes

400

Most common factors for assigning purchase price valuation of a company to be acquired (think Core Business Objectives)

ARR, Churn, Burn, & Cash in Bank (will accept Rule of 40) 

400

An account where we found a creative way to win

FREE SPACE (must explain your answer) 

400

My deal would close, but I need to break some traditional 'rules' to get it done

Be Creative or Being Too Nice

500

Act like an owner because you are one!

Profitability

500

A $21k account that successfully used AskNicely API through the help of AskNicely Support Team Members

The Quin House

500

The largest SaaS acquisition of a NZ-founded Company

XERO acquires Melio for $2.5B

500

Recurring meetings with key accounts is a great way to be proactive (T/F) 

False. 

500

A client sends a 100-page CSV and asks for my help to determine which contacts were excluded from their most-recent survey send

Unfocused/Unprioritized