Productivity Tools for StartupsBy Audrey Melnik

Founded 2 Startups (1 B2B, 1 B2C)

Have lived in Silicon Valley for past 4 years

20 Years in Consulting, Technology and Startups

Lived in Melbourne, New York, Tel Aviv and San Francisco

Went through 500 Startups

Audrey Melnik

Fostering Relationships with Startups, Investors, Corporates, Governments and other participants in Startup Ecosystems.

Providing:

• Investor tours and other tours to Silicon Valley

• Go to Market Strategy and other services to Startups looking to enter US Market

• Innovation Consulting and Training

• Productivity Consulting

Funnel Ventures

What is a Productivity Tool?

A tool that helps a non-technical user perform a function or set up an automated sequence of events to handle a business problem

Overview

• What do we need to achieve and how can we do this in an efficient manner?

• So many tools, so little time!

• Don’t distract the developer!

• More information is at our fingertips

• How do we assimilate this information to enhance the user experience and achieve our goals?

• SaaS biased

Remember this?

The Customer Funnel

• Content Marketing

• PR

• Lists (eg. ProductHunt)

• Online Advertising

• SEO

• Lead Generation

• Email Outreach Campaigns

• Landing Pages

• Email Capture

Goal: Get User to Discover your product

• Nurturing Emails

• Email Marketing Campaigns

• Conversion Optimization

• Email List Management

• Retargeting

• Social Media

Goal: Get User to Sign up for Trial or Purchase

• Behavioral Emails

• In App Messages

• Online Chat

• Onboarding

• User Behavior Analytics

• Payment Subscription Management

• Screen Recording

• App Notifications

Goal: Get user to Convert to a Paying Customer

• Knowledge Management

• Contextual Help

• Support Ticketing

• NPS Survey

• Pipefy

• Online Chat

• Screen Recording

Goal: Educate User and Respond to Questions & Issues

• Payment

• Dunning

• Invoice Generation

• Mid Trial Purchase

• Plans & Packages

• Discount Codes

and

• Offer Upgrades/Additional Products to Happy Customers

• Discounts for Upgrades (esp. To Annual Plans)

• Upgrade (and Downgrade) Calculations

Goal: Support Subscription & Payment Goal: Encourage Greater Spend

• Advanced Dunning Emails

• Detecting Inactivity

• Understanding your Ideal Customer

• Screen Recording

• User Behaviour Analytics

and

• Incentives to Refer to Friends

• Affiliate Programs

• NPS Survey

Goal: Retain Customers Goal: Get new Customers from Current Customers and Partners

Growth in Productivity Tools

• Startups are solving their own problems with new tools

• Removing the developer as the bottleneck

• Solving very targeted problems

• Need integration into broader processes

• Need to track with Metrics Tools

Keys to Smart Automation

Customer Behaviour● How they interact● When they interact● How often they

interact● When they stop

interacting

Trigger sequences of actions based on a set of attributes and behaviours

Customer Attributes● Plan● Signed Up Date● Demographics

Integration Tools

• Segment

• Zapier

• The Center by Leadpages (private beta)

• IFTTT

• Relay for Slack

Layers of Execution

Tools

Funnel Stage

Playbook

Playbooks

1. Automating your NPS SurveyBlog Post: http://funnelventures.com/2016/02/how-to-automate-your-nps-survey/

2. Discount during TrialBlog Post: http://funnelventures.com/2016/06/trial-discount/

Playbook: Automating your NPS Survey

Wootric

Zapier

Slack

Drip

Pipefy

Full playbook defined here: http://funnelventures.com/2016/02/how-to-automate-your-nps-survey/

Playbook: Discount during Trial

When coupon is applied

Productivity Tools for Startups

Questions?