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Lean-Case Workshops are a much better way than Excel to give SaaS companies the numbers and metrics which they want
The Relevance of Unit Economics impacts every SaaS business
Key Question "Is Customer Lifetime Value higher than Cost of Customer Acquisition?" is rarely addressed
Michael B. Gilroy
Canaan Partners VC
One of the most common oversights of a seed stage company (or an innovation project) is not thinking about unit economics at the early stages of their business. Far too frequently we see strong founding teams raise a seed and unfortunately fail to close an A-round because unit economics never came close to working even though they thought they actually were working. These situations are avoidable, and simply require some conversation around the unit economics framework and theory.
... but Business Case Dilemma prevails ....
Creating the next error-prone spreadsheet only adds to the chaos.
How to make good decisions based on bad models?
Bad Business Decisions – No Useful Insights ...Significant Time and Money Wasted ...
... and Lean-Canvas and Design Thinking do not provide any guidance
Methodologies surrender to the complexity of business models and accept Excel dominance
This is why we built Lean-Case
It gives SaaS Businesses the ability to quickly model and simulate different SaaS scenarios – accurately and precisely – and present the metrics in a decision maker friendly format.
Make Planning part of your SaaS Business
Lean-Case combines methodology, expertise, access to benchmarks in an innovative service
CREATE YOUR CUSTOMER LIFECYCLE MODEL ...
AND
... TURN IT INTO A LEAN-CASE FINANCIAL MODEL
Let's understand your Customer Lifecycle Model
With benchmarks at hand, let's convert it into a Lean-Case project capturing all stages
Briefing and Preparation – Explain your business in 2 charts
Create a Target Segment Overview and sketch the Customer Lifecycle Logic
- TARGET SEGMENT OVERVIEW
Briefing and Preparation – Understanding your product and your sales approach
Explain your product and how you get, keep and grow your customers
Workshop – Discuss Metrics and Benchmarks
Discuss Sales Forecasting Metrics and related benchmarks
Workshop – Build your own Sales Model
Getting assumptions right – in a reasonable and pragmatic approach
To define the model, we align on
For each stage, we jointly define metrics
Lastly, we create an understanding about headcounts, indirect expense, investments and funding resources
Workshop – Prototype and Validate your Lean-Case
Validate assumptions and business viability interactively in Lean-Case
Refining and Pitching – Create Sales Forecast the new way
Share your Lean-Case Dashboard with your project boards & investors
Refining and Pitching – Create Sales Forecast the old way
Pitching the classical way with Powerpoint and Excel can be sexy and with peace of mind
Much wiser decisions
In using Lean-Case for our innovation services, we understand the realistic revenue levers and cost drivers much better. What a joy compared to any Excel work! Our financial decisions are much wiser now, our risk of taking bad decisions has decreased significantly.
For any startup portfolio
Really enjoyed working with Lean-Case and our latest cohort. A very useful set of tools to help build robust and defensible financial models. Highly recommended for any startup portfolio!
Loved by Corporate Investors
With Lean-Case, we created a revenue focused, transparent and logical financial plan for our follow up round. Highly professional, super efficient and loved by our corporate investors.
Finally Realic Models
Modeling the dynamics of a Customer Lifefycle with conversion rates and time delays in Excel is a nightmare. However, often this is only way to create realistic model. With Lean-Case, we can run customer workshops and visualize the lifecycle online. Our customers are impressed and love our business focus.
The Standard for Business Plannning
I have been extremely impressed at how Lean-Case has allowed the team to deliver highest quality efficiently across a wide variety of business cases in a very short time.Lean-Case will become our standard tool for business planning.
Back-of-the-Envelope
Every day, our partners and employees come up with more ideas for product features or innovation projects. With Lean-Case, I can easily create a realistic back-of-the-envelope case for those. We visualize revenue potential and assess business viability in no-time. Our business units and partners love this approach - business focused and collaborative.
Moving to SaaS - A no brainer
We are working with Lean-Case to move our clients from Software Licence to SaaS Business Models. We can compare the models and identify the critical revenue and cash flow gaps. Lean-Case is a must for every Innovation Consultant.