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SaaS Interviews with CEOs, Startups, Founders

1411 This Tool is Flat, Bootstrapped, Why Won't Founder Get The Hell out and Sell?

05 Jun 2019

Transcription

Chapter 1: What is the main topic discussed in this episode?

0.031 - 16.296 Nathan Latka

By 2014, they topped down the high five figures per month in revenue. His co-founder left. He's now basically said, you know what? This is going to be a lifestyle business. We're bootstrapped. It's now flat. Call it, you know, do it somewhere. But, you know, less than obviously 80, 90 grand per month in revenue. They've gotten churn in check. So less than 3% logo churn per month.

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16.316 - 36.467 Nathan Latka

Folks paying on average 50 bucks per month. They have between 10 and 1,000 customers, again, bootstrapped as he builds his team traveling the world for people fully remote. This is the Top Entrepreneurs Podcast, where founders share how they started their companies and got filthy rich or crash and burn.

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37.696 - 59.755 Nathan Latka

Each episode features revenue numbers, customer counts, and other insider information that creates business news headlines. We went from a couple of hundred thousand dollars to 2.7 million. I had no money when I started the company. It was $160 million, which is the size of many IPOs. We're a bit strapped. We have like 22,000 customers.

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60.427 - 82.013 Nathan Latka

With over 5 million downloads in a very short amount of time, major outlets like Inc. are calling us the fastest growing business show on iTunes. I'm your host, Nathan Latka, and here's today's episode. Hello, everyone. My guest today is Chris Mack. He's a former consultant to Microsoft, GE, GM, American Express, and many others. Now he's the founder of Spokal, which we'll jump into today.

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82.113 - 87.7 Nathan Latka

Chris, are you ready to take us to the top? Yeah. All right. What is Spokal and how do you guys make money?

88.304 - 101.738 Chris Mack

Spokal is a content marketing automation platform, which sounds like a lot of buzzwords. Basically, it's been designed to help small businesses be able to use content marketing to deliver new leads to their own businesses.

102.399 - 113.31 Nathan Latka

Okay, very good. And is it a pure play SaaS company? Yep, absolutely. Right between 50 and 200 bucks a month. Okay, fair enough. So very much in kind of the SMB space then. All right, and put this on a timeline for me. When did you launch the company? What year?

114.331 - 117.214 Chris Mack

We started in 2012. Okay.

117.295 - 121.902 Nathan Latka

And what was the context? Did you just leave all your consulting gigs and wanted to strike out on your own or what was the deal?

Chapter 2: What is Spokal and how does it generate revenue?

277.864 - 278.745 Nathan Latka

That doesn't make any sense.

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279.286 - 295.684 Chris Mack

We don't talk about how many customers we have because that doesn't really help our customers. There's like, that was part of the startup game. It's part of the thing that we realized moving into this is that like, there's two ways to approach a new business and one is to try to play the startup game and- What do you mean?

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295.704 - 298.587 Nathan Latka

Sorry, I don't understand. What do you mean play the startup game?

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298.853 - 322.853 Chris Mack

play the startup game so when you enter for when we entered um when we started building this company there was a lot of drive and a lot of people pushing you know to take uh investment dollars for example or to uh you know really focus on all the metrics that you've been talking about churn mmr mr like there's really important baseline things but they're they're really important

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323.356 - 325.238 Chris Mack

if you've got a certain goal in mind.

325.759 - 343.242 Nathan Latka

Chris, just to be clear, there are the most successful bootstrapped companies know these numbers inside and out. This has nothing to do with raising capital. What I'm hearing you say is you made a strategic life choice. It's flat and it makes you self-conscious to share the numbers because they're flat. I would encourage you to go all in on this story because I think it's valuable.

343.302 - 344.563 Nathan Latka

So how many customers are you at today?

345.124 - 347.347 Chris Mack

We're still not releasing those numbers.

347.828 - 349.65 Nathan Latka

Why would you not?

Chapter 3: When did the founder decide to pivot the business model?

406.872 - 416.784 Nathan Latka

They still know how many customers they have. So all I'm asking for is a general sense. I mean, are we talking like 10 customers, a thousand customers, a million customers generally? Where are you?

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418.186 - 419.968 Chris Mack

Yeah, we're, we're between 10 and a thousand.

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420.151 - 433.33 Nathan Latka

Okay, fair enough. Good. So less than 1,000 customers. So you're focused on retention. You've driven churn down. And you're bootstrapped, correct? Absolutely, yeah. Okay, so that's great. And talk to me about the team today. So are you the sole founder or are there co-founders?

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434.01 - 447.93 Chris Mack

No, there was two of us who founded it. So my former co-founder, she left probably about four years ago when we decided to make the switch. Did you buy her out or did she take equity with her? She still owns part of the company.

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448.214 - 448.615 Nathan Latka

Okay.

Chapter 4: How did the founder's travel experiences influence their business journey?

448.835 - 451.939 Nathan Latka

And how many people are on the team in all your remote places across the world?

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452.721 - 454.143 Chris Mack

We're four. We're a very small team.

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454.523 - 460.432 Nathan Latka

Four people. Very good. And then walk me through what those four people do. So obviously there's you. What does everyone else do?

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461.533 - 471.588 Chris Mack

Well, we have a software dev, a customer support person, and basically like a... What do I call him? He's a software dev slash server admin, I suppose.

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472.269 - 478.503 Nathan Latka

Okay. And... And so what do they, the software developer, I mean, walk me through like product strategy. Where are you trying to take the company?

479.965 - 500.732 Chris Mack

Right. So, I mean, we're maintaining effectively. So the, the, the issue with this kind of space is it changes so fast that it's difficult to try to, uh, like you can't just build a product and then leave it running because all the other, like we integrate with probably about 20 different systems, which is kind of where a lot of the value add comes from like in Spokane.

501.421 - 515.835 Chris Mack

So just maintaining a lot of the systems when, for example, you know, Facebook's updates their API or Twitter updates their API or any of our partners do requires quite a lot of work. So we've slowed down on new feature development.

516.608 - 530.885 Nathan Latka

and really kind of focused on maintaining current APIs and also... How can one developer do that, though? I mean, Hootsuite, these other companies that plug into all the different social APIs, they have dozens of developers specifically just to keep these things updated. You have one. How can you keep up?

534.369 - 546.532 Nathan Latka

But you know you could hire more if you wanted to stay bootstrapped and only grow based off your revenue. You could hire more developers to meet this vision if you focused on growing revenue. I understand. So why are you not doing that?

Chapter 5: What challenges did Spokal face with customer churn?

638.456 - 653.869 Nathan Latka

It's like 7% per month. We can't keep up. And I ultimately sold the business. So like, I'm trying to push you here to be open about this. I think it's valuable, but you're being coy on the numbers. I would just, I just think you should be open with the numbers because other people should do what you're doing. And they don't because they think it's bad because they sense weakness coming from you.

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653.889 - 655.071 Nathan Latka

When really, I think it's a strength.

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656.047 - 665.803 Chris Mack

I mean, people can sense whatever they'd like to. I mean, it's still not going to change how I decide to communicate about my company, right? So, I mean, I understand what you're saying. I don't think it really changes.

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667.065 - 679.945 Nathan Latka

Well, it would because if you really doubled down on these questions I'm pushing you hard on and owned it, other people would say, you know what? There's nothing wrong with that. I should do it too. But because you're like holding stuff back, people assume there's something wrong with it.

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680.486 - 680.907 Chris Mack

Right.

681.359 - 683.481 Nathan Latka

I just think it's smart. I think it's a smart choice that you made.

684.262 - 692.032 Chris Mack

And this is maybe something that you might be right about and something I have to reflect on. And I made the decision to be totally honest with the numbers at some point in the future.

692.272 - 702.664 Nathan Latka

So why not? So your best month four years ago, you're doing kind of 89 grand a month, whatever. Now it's down or it's flat, call it 30, 40, 50, somewhere below that, right? Why not just sell the company and move on?

Chapter 6: How has the company's growth trajectory changed over the years?

702.904 - 703.645 Nathan Latka

Go travel more.

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705.708 - 708.731 Chris Mack

It's definitely been something that I've been thinking about.

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708.751 - 711.214 Nathan Latka

Well, you know, no one's ever going to buy the company unless they know the numbers.

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711.346 - 714.535 Chris Mack

Absolutely.

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714.555 - 717.523 Nathan Latka

A lot of buyers listen to my podcast. Okay.

717.543 - 724.81 Chris Mack

Yeah, look, I mean, it's, I don't know what to tell you. It's kind of sitting in that space right now. where that, that is one option.

725.57 - 738.102 Nathan Latka

What would you, how would you think about selling it? Cause like the challenging thing is somebody like you, you say, well, we're a SaaS company and SaaS companies sell for, you know, six X, but, but the problem is you're declining. There's churn like dah, dah, dah, dah. I mean, you'd be lucky to probably get one and a half, two X, I think for a company.

738.122 - 750.714 Nathan Latka

And especially in this, I've seen a lot of companies actually in this space just totally roll up and fold because of all the changes and the, and the war against bots has really, they've cut off a lot of these applications. It's very tough. So what do you think you'd sell for on, on terms of a revenue multiple?

750.734 - 756.322 Chris Mack

Honestly, like I haven't, you're pushing for answers to questions that I haven't even really gone that far down.

Chapter 7: Why does the founder choose not to disclose customer numbers?

893.41 - 895.272 Chris Mack

I've always admired Elon Musk, obviously.

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896.013 - 901.538 Nathan Latka

Number three, what's your favorite online tool for building a business?

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902.339 - 904.461 Chris Mack

Honestly, it's really boring. I'd say zero, bookkeeping.

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905.061 - 928.28 Nathan Latka

Nothing wrong with that. Number four, how many hours of sleep do you get every night? I aim for eight. I'm between six and nine. And what's your situation? Married, single, kiddos? Single. No kids? Sorry, no kids? And how old are you? I'm 41. 41. Last question, Chris, what do you wish your 20 year old self knew? Like so many things.

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928.981 - 960.462 Chris Mack

Um, I think I wish that, um, yeah, the difference between like getting advice from other people and the appropriate place that it belongs in your life. And, uh, taking their advice as, as gospel. I think a bit more inner strength and taking advice as advice as opposed to perhaps life guidance.

960.482 - 974.464 Nathan Latka

Guys, there you have it. Manage your advice wisely. Launched Spocal back in 2012, playing in a social media space. By 2014, they topped down the high five figures per month in revenue. His co-founder left. He's now basically said, you know what? This is going to be a lifestyle business. We're bootstrapped.

974.444 - 994.534 Nathan Latka

It's now flat, call it, do it somewhere, but less than obviously 80, 90 grand per month in revenue. They've gotten churn in checks, so less than 3% logo churn per month. Folks paying on average 50 bucks per month. They have between 10 and 1,000 customers, again, bootstrapped as he builds his team traveling the world for people fully remote. Chris, thank you so much for taking us to the top.

994.554 - 995.035 Chris Mack

Thanks for having me.

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