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SaaS Interviews with CEOs, Startups, Founders

Utm.io Hits 100 Customers, $75k Invested From Agency Biz, Now SaaS Focus

25 Jul 2020

Transcription

Chapter 1: What is UTM.io and how does it help with campaign tracking?

0.031 - 3.9 Dan McGraw

So we're probably investing around $9,000 a month. Our current MRR is 3,400.

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4.421 - 12.158 Nathan Latka

Okay. Got it. Yeah. So call it five, $6,000 and burn 3,400 or cost a hundred customers. So on average, they're paying you about 34 bucks a month.

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12.899 - 19.474 Dan McGraw

I would say so. And that's dragged down dramatically because of those $7 a month users, which we of course are trying to do everything in our power to get away from.

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21.378 - 41.5 Nathan Latka

You are listening to Conversations with Nathan Latka. Now, if you're hearing this, it means you're not currently on our subscriber feed. To subscribe, go to getlatka.com. When you subscribe, you won't hear ads like this one. You'll get the full interviews. Right now, you're only hearing partial interviews.

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42.301 - 53.458 Nathan Latka

And you'll get interviews three weeks earlier from founders, thinkers, and people I find interesting. Like Eric Wan, 18 months before he took Zoom public.

53.479 - 57.645 Dan McGraw

We got to grow faster. Minimum is 100% over the past several years.

57.743 - 77.663 Nathan Latka

Or bootstrap founders like Vivek of QuestionPro. When I started the company, it was not cool to raise. Or Looker CEO Frank Bean before Google acquired his company for $2.6 billion. We want to see a real pervasive data culture, and then the rest flows behind that. If you'd like to subscribe, go to getlatka.com.

78.143 - 102.717 Nathan Latka

There, you'll find a private RSS feed that you can add to your favorite podcast listening tool, along with other subscriber-only content. Now look, I never want money to be the reason you can't listen to episodes. On the checkout page, you'll see an option to request free access. I grant 100% of those requests, no questions asked. Hello everyone, my guest today is Dan McGraw.

102.757 - 118.503 Nathan Latka

He's building a company called UTM.io. UTM.io is the internet's most loved UTM link builder. It's widely used by the best companies and enables teams of all sizes to get better campaign tracking data. Dan, you ready to take us to the top? Absolutely. Many people go, UTM, that's such a simple way of tracking.

Chapter 2: How much investment has gone into UTM.io and what are its current financials?

173.511 - 181.659 Dan McGraw

So the tool is really designed to keep your UTM campaign metrics consistent across all of these different types of users and even across departments or locations.

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181.679 - 187.465 Nathan Latka

And help me understand, you have a lot of different price points on your site. The average customer pays you kind of what per month to use the tech, would you say?

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187.968 - 204.056 Dan McGraw

Yeah, great question. So we definitely have a lot of pricing testing that's going on right now to understand the market. I would have to say our most popular customers are spending more than $59 a month. And a lot of our new customers are much more focused on the enterprise level, which are paying more than $1,500 a year. And they have all custom plans. That's really our big target right now.

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204.497 - 209.385 Nathan Latka

Okay, but when you look at your current customer base, right, would you say a fair average is 59 or it's much higher?

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210.074 - 219.707 Dan McGraw

I would have to say it's a really, really good question. Honestly, I would have to say our largest user base is our $7 a month users. And that's something we deprecated probably about eight months ago.

219.848 - 221.87 Nathan Latka

How many people are on that one?

222.632 - 224.374 Dan McGraw

Probably about 80 people on that plan right now.

224.714 - 230.142 Nathan Latka

Okay, that's deprecated now. And what percent of your total customers does that make up? How many customers today?

230.358 - 241.294 Dan McGraw

So good question. I don't have that off the top of my head. I would probably have to say it makes up probably about 60 to 75% of our total customer base because we're much more focused not on quantity, but actually bigger deal sizes.

Chapter 3: Who are the typical customers for UTM.io and what do they pay?

321.159 - 322.461 Dan McGraw

Have you ever heard of the slicing pie model?

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322.762 - 323.022 Nathan Latka

Nope.

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323.643 - 334.828 Dan McGraw

So basically, it's sort of like you would have as a fund, but it tracks the amount of hours and as well as the amount of costs that we all contribute. And then the equity amount ultimately is changing depending on who's putting the most effort or money into the company.

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334.848 - 340.842 Nathan Latka

Yeah, but you just measured effort by time. That's a ridiculous measure of effort. One hour of every person's time is definitely not equal.

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341.294 - 356.273 Dan McGraw

Absolutely. All of us have hourly rates that are stated inside of our contracts. Those cost rates, of course, will get changed during time. As an example, I received a very large increase in compensation in the past 12 months. So that was obviously changing the way that model works. But we do look at a cost basis.

356.753 - 361.159 Dan McGraw

And since we all track ourselves hourly due to our agencies at the same time, it makes it really easy to track.

361.308 - 371.281 Nathan Latka

Is it fair to say when you did this whole UTM deal, there was not something like $50,000 in cash going out of your pocket? It was more like, let's do equity here and upside here kind of thing?

372.343 - 388.745 Dan McGraw

Yeah, absolutely. So I would have to say that at the moment in time, we were roughly about $75,000 into the project at the time that we decided to do this deal. And that, of course, built out our percentage interest whenever we combined the two amounts to it. There was a certain amount of funds that my co-founder, of course, considered as his previous work in this.

389.065 - 390.387 Dan McGraw

And we took that into consideration with that.

Chapter 4: What challenges does UTM.io face with customer churn?

462.137 - 467.185 Nathan Latka

You're basically pulling it out of the agency, sticking it into the software product. Now, how many people are purely dedicated to UTM?

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467.705 - 482.635 Dan McGraw

Uh, there's three people on that team right now, two full-time developers, a full-time product manager. I would say my co-founder and I are both focused, of course, on this as a part-time investment. And then of course, like the company kind of runs itself. And that's the reason why we're making this new hire. So before effective October 7th.

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483.116 - 486.743 Nathan Latka

Okay. So how much is the business burning right now? The UTM side of the business?

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487.094 - 491.8 Dan McGraw

Yeah, great question. So we're probably investing around $9,000 a month. Our current MRR is $3,400.

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492.321 - 500.051 Nathan Latka

Okay, got it. Yeah. So call it $5,000, $6,000 and burn. $3,400 will cost 100 customers. So on average, they're paying you about $34 a month?

500.792 - 514.464 Dan McGraw

I would say so. And that's dragged down dramatically because of those $7 a month users, which we, of course, are trying to do everything in our power to get away from. And then our initial funding, of course, was fueled by FN Amazing and as well as my co-founder's company, Marketlytics.

514.765 - 524.799 Dan McGraw

However, that being said, we also did an app sumo, say three months after we kind of, or six months after we kind of launched, one that helped drive a lot of our customer feedback. And then as well as give us like, I think we made about 45 grand off that deal.

525.36 - 528.745 Nathan Latka

Yeah. But how many of them are now paying you more than $2,000 a year?

528.725 - 539.363 Dan McGraw

I have no idea. We actually decided that we don't want to pay attention to those users. Unfortunately, we felt that that was the wrong product market fit. They weren't the right type of users. So we kind of don't really pay attention to what's going on with those users.

Chapter 5: What strategies is UTM.io implementing for growth and customer retention?

595.275 - 603.265 Dan McGraw

And we're actually looking at potentially increasing the cost per plan again, once again, by about 10x. So even the entry price would be potentially $300 a month.

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603.397 - 613.031 Nathan Latka

Yeah, I mean, you can just copy Superhuman, right? They put touch on every $30 a month sale. They sit down with a 30-minute demo to get you using their inbox before they close. You have very similar economics, besides the fact that they've raised $18 million from Andreessen.

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614.753 - 624.007 Dan McGraw

Yeah, and we have no interest in going the VC route. So we're all about debt financing, keeping equity ourselves, slow and grow. And then that way we can obviously capture all the proceeds at the end.

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624.347 - 625.489 Nathan Latka

How much debt have you raised?

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626.077 - 641.993 Dan McGraw

So we haven't raised anything for this product right now. So FN Amazing does have some debt financing. I'm not interested in disclosing those metrics. But UTM.io will continue to focus on its MRR growth. FN will keep funding it out of our current customer pool. And then at a certain point when we spin UTM completely off of the company, we might raise some debt for that one as well.

641.973 - 657.67 Nathan Latka

Well, you don't have to tell me the numbers, but what's the financial instrument you use to raise debt inside of an agency? You know, in the SaaS world, you have things like RBFs, revenue-based financing, term loans, et cetera, but those are all valued based off ARR strings, which agencies don't have. So what's the vehicle you use to raise debt in the agency?

658.038 - 673.874 Dan McGraw

Yeah. So typically the debt starts with a personal loan from myself. So I'm obviously able to take out debt across myself. I then will apply that loan back to the company. So the company will then borrow the money from me. So this way I'm able to control all of the levers and as well as make sure that it all makes sense for both people involved. But it is at an arm's length.

673.914 - 685.345 Dan McGraw

So as you can understand, it's not me just putting money in, putting money out. It's literally a contract between me and FN Amazing. And FN Amazing, of course, pays that debt back to me. And if I want to take out more debt or use my own personal savings, I'll make that decision at the time.

685.325 - 690.846 Nathan Latka

Got it. Okay. And then business-wise, so UTM doing $3,400 a month today. What was it doing a year ago? Do you remember?

Chapter 6: How is the team structured at UTM.io and what roles are critical?

734.636 - 736.779 Nathan Latka

Number two, is there a CEO you're following or studying right now?

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738.141 - 741.625 Dan McGraw

I would say no. I don't have anybody specific that I'm following right now, no.

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741.986 - 746.652 Nathan Latka

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

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747.222 - 753.749 Dan McGraw

Trello, probably. I love Trello and Butler. You have to use Butler with Trello and then it is a godsend.

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753.769 - 758.334 Nathan Latka

Number four, how many hours of sleep do you get every night? Probably around eight to 10. I love to sleep.

Chapter 7: What are the future plans for UTM.io regarding funding and business model?

758.735 - 764.861 Nathan Latka

That's good. And situation, married, single kids? I'm married. I have three kids. I got 14, eight, and five.

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765.082 - 767.164 Dan McGraw

We're all over the place. We're having a great time.

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767.244 - 767.945 Nathan Latka

How old are you, Dan?

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768.686 - 769.026 Dan McGraw

I'm 35.

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769.807 - 771.689 Nathan Latka

Last question. What do you wish your 20-year-old self knew?

773.631 - 777.972 Dan McGraw

Oh, um... Be more patient.

779.032 - 782.875 Nathan Latka

Guys, be more patient. His agency, FN Amazing, did $1.2 million last year.

Chapter 8: What lessons does the guest share about patience in business growth?

782.955 - 799.109 Nathan Latka

He used that to start subsidizing this internal software tool he built called UTM.io to make UTM tracking easier. Now over 100 customers paying for that. It caught $34 on average per month for $3,400 a month in revenue, up from $560 a month just a year ago. So now they're dedicating resources to it.

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799.189 - 812.532 Nathan Latka

Three people on the team focused on scaling this tool while he manages to continue to drive the agency revenue, which allows him, again, to generate cash flow to reinvest in the software. Not a churn problem, but he's going to work on solving that. Dan, thanks for taking us to the top. Thanks so much.

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