The episode features Rob Hoffman, who has built multiple profitable SaaS businesses, including Kleo ($61,000 MRR) and Mentions ($20,000 MRR). He presents six tactical playbooks for acquiring SaaS customers, emphasizing that the main challenge for builders is marketing, not coding. The first playbook, the Waitlist Strategy, involves three steps: creating "edgy sales" content that subtly teases the product to build trust and drive traffic to a waitlist; launching a beta version to the email list with an early-bird lifetime discount (e.g., $59 for first 500 users) to create scarcity and gather feedback; and then iterating with early users through customer calls to improve features before relaunching a second cohort at a higher price. This strategy helped Kleo reach $61,000 MRR in 53 days without a public launch. The second playbook, the Wave Surfer Strategy, is demonstrated by TrustMRR ($24,000 MRR, created by Mark Liu), which quickly shipped a tool that rode the trending topic of verifying startup revenues on X. The key is to piggyback on existing demand rather than creating it from scratch. Hoffman stresses that these playbooks are actionable and can be replicated by anyone, even without a large audience, by focusing on content that provides value and using subtle sales techniques.
Intro
If you've ever wanted to build a SAS that pays your bills, today's episode is for you.
But I brought on my friend Rob, who has a portfolio of bootstrap profitable SAS businesses.
And together we go through a bunch of apps that do anywhere between 20,000 MRR and $300,000 MRRR.
And we've basically reverse engineer how you can copy what they're doing and get customers to whatever SAS you want to build in 2026.
And there's a bunch of alpha, there's a bunch of sauce that's in this episode that no one shares.
They don't share it because they don't want competition.
I don't care.
I want you to go build something that ends up changing your life.
And today's episode, there is a ton of sauce that I think that if you stick through the end, you will have that unfair advantage.
All I ask is 1 little thing stop the video like comments and subscribe so that this gets seen to other people.
I want to make sure that people are enjoying this content, so please let me know enjoy the episode.
I brought on my friend Rob Hoffman.
You might not know Rob, but he's built a few businesses, bootstrap SAS businesses contact contact.
SO $300,000 a month mentions SO 20,000 a month.
And Kleo dot SO is new one $61,000 a month.
And in this episode, what I asked him to do is prepare all the most interesting SAS businesses, tell us how we can copy what they're doing, bring them to new niches.
And this episode, what I hope it's going to be is basically the de facto, so you vibe coded assass.
Now what?
So Rob, welcome to the show.
And in your words, by the end of this episode, what are people going to get out of it?
Speaker 2
Thank you Greg, stoked to be here.
And here is my goal for the episode.
OK?
I literally wrote it down because I am dead set on providing as much value and sauce to your audience as possible.
So this is what I'm thinking.
OK, by the end of this episode, you will learn how to get customers for your SAS.
And so my goal is to provide the most tactical and actionable guide for you to get customers for your SAS.
And here's why.
I see everyone on X you probably do to their vibe coding, micro SAS tools, apps.
And the real problem is nobody knows how to get customers, so everyone kind of sucks at marketing.
And so I've broken down 6 proven playbooks, one of which we used ourselves, and I'm going to walk you through it.
And so if you don't know who I am because you probably don't, I am a real person.
This is me on X I'm Robin. 3 profitable bootstrap companies contact mentions in Clio.
We clearly love the dot SO domain.
And so 2 are software companies, one is an SEO agency.
And so, yeah, I'm ready to dive in.
Speaker 1
Let's do it.
Speaker 2
I've broken it down in terms of 6 playbooks and I actually have a bonus one at the end as well.
And the reason why I've given 6 playbooks and I'm going to give you examples of companies, real companies, including one of ours that have used these playbooks to get customers.
Speaker 1
So you're going to so just you're basically so that the just so the audience knows those examples that you're going to give on the left hand side if you scroll to the left.
So you're going to go through Kleo trust, MRR, teach, teach AZ, tally dot.
SO local rank, male scale AI.
You're going to tell them how much money they've made and they made.
What is the playbook they've used?
You're going to break down the playbook and and what else are you going to do?
Speaker 2
Yeah.
So I'm going to take you through six different SaaS tools, how much money they make, their playbook for getting customers, and how you can steal this playbook for your own SaaS.
Speaker 1
Great, let's get into it.
Speaker 2
Hell yeah, let's do it.
1) Waitlist Strategy: Kleo & Mentions Case Study
So I'm going to just start over here with the six different playbooks and then I'm going to go and show you the real examples.
And the reason why I've given 6 playbooks is because everyone's going to have their own preference of how they want to acquire customers based on your skill set, based on your level of interest in these different strategies.
So I'm going to start right here with #1 which is the weightless strategy.
And this is actually a strategy that we used for our own SAS tool, Cleo.
And in fact, we also used it for our other SAS tool mentions.
So we know that it works because we ran it twice.
And in both cases, we were able to grow to 60 KMRR for Kleo and 20K of MRR with mentions in like a month or two.
OK, so here we're going to start here with Cleo.
So first of all, what is Cleo?
Kleo is an AI tool that helps you create content for platforms like LinkedIn and X that is optimized to go viral, build an audience and get you customers.
So that's what it does in terms of MRR, we are at 6162 K of MRR.
Speaker 1
Sam Maltman, the Co founder of Open AI just said that it is the era of the idea guy and he is not wrong.
I think that right now is an incredible time to be building a start up and if you listen to this podcast, chances are you think so too.
Now, I think that you can look at trends to basically figure out what are the startup ideas you should be building.
So that's exactly why I built ideabrowser.com.
Every single day you're going to get a free startup idea in your inbox and it's all backed by high quality data trends.
How we do it, people always ask, we use AI agents to go and search what are people looking for and what are they screaming for in terms of products that you should be building.
And then we hand it on a, you know, silver platter for you to go check out.
We do have a few paid plans that, you know, take it to the next level, give you more ideas, give you more AI agents and more almost like a ChatGPT for ideas with it.
But you can start for freeideabrowser.com.
And if you're listening to this, I highly recommend it.
So which is crazy by the way, because when I hear that pitch, I feel like there's like a like 100 companies doing the same thing.
Like what gave you, you know, the kahunas I think is the word or the chutzpah to build something in such a crowded niche and and still hit, you know, almost $1,000,000 AR.
Speaker 2
I think a lot of people wonder why don't I just use Chachibiti or Claude to do this, Or maybe there's a few other players in the space.
We know this space really well because we use LinkedIn to get customers for all of our businesses.
So we actually just built this tool for ourselves originally and it worked so well.
We basically used the tool to continue building an audience, acquiring customers, And so we knew that what we had would work as it worked for us.
So we're just dog fooding.
Other than that, I don't know.
We're just cool.
We're just so.
Speaker 1
I think, I think the lesson here is just because it's a crowded space, there still could be an opportunity if you use one of these playbooks.
Let's continue.
Speaker 2
100% OK, cool.
So step number one for the wait list strategy, this strategy, it's basically three steps.
You're going to do content to e-mail to webinar.
So step number one is you have to create content.
And this is where most people go wrong already is they don't know how to create content.
So the type of content that you create that's going to allow you to acquire customers for your SAS, we call it edgy sales.
And the way that it works is that you have to subtly tease your product.
It's the art of the subtle sale.
What most people do is they hop on these platforms and they're just plugging their product very overtly.
And so we do the exact opposite.
I'm going to show you in an example of a post that drove sign ups to our wait list.
So this is my my Co founder Laura.
And you can see that this post, it doesn't lead with talking about our tool.
It just talks about something that our audience wants to learn that our tool can help with.
The the thing I want to draw attention to is that we plugged our tool so subtly in this post.
So it's not like at the top of the post, we don't have a crazy CTA.
It's just one of the bullet points.
And that is what's going to get trust with your audience because they don't feel like you're trying to sell to them.
They get their guard up.
So you have to create posts that leave with value.
This is one example of it.
And then suddenly sell your product.
Speaker 1
I know LinkedIn suppresses links.
Do you post it and then after a few hours edit the post and then put the link?
Speaker 2
Sometimes we do that depending on the post.
For this post, we just put it in right away.
People have all sorts of ideas about LinkedIn, like you have to post at a certain time, whatever.
If it's good content, it will get reach.
I'll give you a few other examples just so you can see 'cause sometimes what we will do is we'll just put the CTA in the comments.
We won't even put it in the actual name post.
Sometimes we'll go back and edit the name post an hour later, but you can see here, like join the wait list in the comments so you can see this is the post.
It's kind of just a post that's meant to go viral, get a lot of attention and then we plug it in the comments.
Here's the other thing, Greg, is that one thing I learned while working with my Co founder Jake, is that the more subtly you sell your product, the better.
So often times for our other companies, he would just create post and there would be no CTA and you would almost have to like go to his account and try to figure out what he's selling.
And I was doing the, the complete opposite when I met him.
I was like really hard selling our stuff and he was driving like all the revenue for our businesses.
And I was like, what's going on here?
And so that's when I learned it's really about the art of the subtle cell.
You have to get trust.
And then people, the the less you tell people about your product, the more people want it.
Speaker 1
Another quick tip on on that post that if you go back to that post, like here, you see, Jake is leveraging the credibility of someone else.
Like you have a picture of Matthew, Matthew McConaughey.
So you're basically like attracting people who know Matthew McConaughey, a lot of his fans.
And then you're also like, if you go scroll up to the content, you know, you're saying something a bit spicy that is going to get common.
So this needs to exist for writing LinkedIn post.
Yeah.
So half the people might agree, half the people might not agree, but you've, you've attracted with beautiful Matthew McConaughey, you've created a spicy post and then you do, you've driven a call to action in, in the in the comment section, which I think is a great format.
Speaker 2
Absolutely.
You got it.
So so these are real examples of content.
The reason I'm showing these as well is because then people can screenshot these or go and find themselves and create their own versions of these posts because this is it.
Like this is how we drove sign ups for our wait list.
And so these are some examples.
Again, I'm just showing it on the screen so you can really see what we did.
Screenshot it, whatever.
Copy it.
Speaker 1
Cool.
Speaker 2
So step number 2, so First things first is you create content as you sales content and then you drive people to a wait list.
And so we built wait lists for both of our SAS before we launched.
You're getting validation, you're also creating scarcity.
And so step number 2 is that you want to launch the beta version of your product to your e-mail wait list and offer an early bird lifetime discount.
We did it for the 1st 500 users.
OK, So what this does is it, again, it's like you want people to, it's like the more you push people away, the more they pull.
And so you want to create that scarcity and kind of artificially constrain the supply so that the demand is higher than the supply.
And The thing is, is it actually is honest though.
It's not like we're totally just bullshitting it.
We also wanted to get our first 500 users in there so that we could do the beta testing, we could do the bug bashing, we could test the features and talk to customers.
So this is step #2 Cleo's pricing is $99 normally.
We actually haven't even launched the public yet, funny enough.
So we hit 61 K like without even launching publicly, but it will be $99.00.
And our first 500 users get lifetime access for $59.00.
So they really want access because they're like, I'm going to get a lifetime discount and there's only 500 people.
So yeah.
And, and the thing I want to show you here, Greg, is the exact emails we use.
Cause again, I really want to make this specific and actionable so that people can literally screenshot this.
They can create their own versions of this content, these emails, and get customers for their for their own SAS.
Speaker 1
The only thing I'll I'll add to this is if you're a lot of people listening or building AI startup, so they're building something that you know they're, they're buying open AI tokens and stuff like that.
So you want to be careful if you're selling lifetime access for X amount of dollars, if you don't understand like how much the costs are going to be.
So just be what you know.
Lifetime access could work for whatever it is you're doing, but for the AI start-ups listening to this or people who want to create AI start-ups, just be careful with lifetime access there because you might be, you know, you might be put in a situation where you're, you're spending hundreds of dollars a month on on customers and you sold it for $59.
Just be careful.
I want to see these emails though.
Yeah, let's.
Yeah, like.
Speaker 2
The and by the way, we use AI tokens and stuff and so we just did the math.
So I absolutely agree.
Do the.
Speaker 1
Math.
Speaker 2
Yeah, OK, cool.
So here are some emails.
So this is literally leading up to our beta launch.
Speaker 1
OK.
Speaker 2
23rd of December we launched I think like the 2nd of October or something.
And so this is 9 days away from launch.
So we get people onto our wait list and now we're going to nurture them and send emails that get them stoked.
So we got the headline, we have a, a nice post here, which I won't read through, but you can take a look in your own time.
And then at the bottom, it's, it's saying that Kleo is launching October 1st to 500 beta users.
If you want to be one of those 500 users, stay tuned #2 So this is sent like 2 days later, 7 days from launch.
OK?
So, and we're kind of using different approaches with all of these emails.
So again, it's, it's still, it's either education or inspiration or curiosity.
You still have to use as copyrighting frameworks.
But again, we are using scarcity and urgency so that people want to sign up and we're just kind of teasing the launch of our tool.
Speaker 1
What I'm noticing, just like going through these emails is it's super easy to scam.
They feel like stories that feels like a narrative and it doesn't feel like a sales pitch.
So, you know, you kind of want to I, I love this format.
I think it works a lot like you can.
I wouldn't say RIP this, but just use this concept of like narrative clear storytelling and throw that, you know, maybe into, you know, a ChatGPT to help you write some of this stuff.
Speaker 2
Yeah, absolutely.
And the other thing I'll say is I talked about webinars at the beginning.
This one is promoting A webinar.
We didn't get all of our sales from a webinar, but promoting A webinar kind of it helps you just get the extra juice of your your audience out.
So a lot of our sales just came from us launching to our list and being like we're live, there's 500 slots.
But then we also did like a 2 hour long webinar just to kind of get the extra people who are maybe on the fence.
Speaker 1
Cool.
Speaker 2
All right, so this is basically what is this 2 days away from launch and then this is one day away from launch.
And so here is the CTA to join the live event.
Again, you can kind of skim this, you can steal this, you can use this format for your own launch.
And so that is step number two of the Wait List Playbook.
You ready for step #3?
Speaker 1
Let's do it.
Hell yeah.
OK, sick.
Speaker 2
So step #3 is that you want to use your first 500 users, or however many users it is.
It'll depend on how big your wait list is.
We had, I think like whatever, 10 or 12,000 people.
So we kind of just, again, did the math and figured we can probably get 500 people into our beta.
And then what you do is you use those first 500 users to iterate.
And the way that you do that is you talk to a ton of customers.
And everyone says this, but I want to be like very specific here.
This is what our calendars look like.
Me and my Co founders were literally stacking our calendars all day long and we we each talked to at least 50 customers.
So why this is important is because you're gearing up for your second beta launch and you want to determine what are the most useful features that people are loving, where are the bugs and what do you want to ship for your next beta launch and prepare for your public launch.
So that's kind of that, that's step #3.
And then step #4 is pretty easy.
It's just repeating that same process with a second beta cohort.
And so our second beta cohort was $79.
So again, we went from $59 lifetime access to $79 lifetime access.
And then $99.00 will be when we publicly launch.
And you're just trying to improve your tool.
And this is basically the result of this launch strategy.
And we used it for two different SAS tools, Mentions and Cleo.
We did both within the span of like 6 months.
Mentions hit 20K of MRR 3 and sorry in 30 days.
Kleo hit 601K in 53 days I believe it was.
Speaker 1
Love it so makes sense.
Weightless strategy edge of sales.
So here, build the man before launch.
Create edge of sales content.
Launch unlimited early bird beta with the e-mail wait list.
I'll discount lifetime access #3 iterate with early users, do customer calls and then you relaunch.
The last step is to relaunch a second cohort by repeating the same content, e-mail, webinar launch flow and then you do the full public access.
Makes sense to me.
2) Wave Surfer Strategy: TrustMRR Case Study
Absolutely.
You ready for number 2?
Speaker 1
Let's do it.
Speaker 2
Hell yeah.
OK, so #2 this is a really fun one, and I think that this one is fun because anyone can do it, especially if you're a vibe coder where you're riding a wave.
So I called it like the wave surfer strategy and the best example of this right now.
Is this SAS called Trust MRR?
It's by a guy named Mark Liu.
You may know him from X.
And what it is, is it's basically a database of verified startup revenues because everyone, like myself as an example, will share MRR screenshots on X.
And you have all the people being like, oh, this is fake, you're a scammer, whatever.
And so Mark created trust MRR so that people can verify their MRR and be able to share that on platforms like X.
And then it also has a marketplace to buy and sell Microsoft businesses.
And so this one, it's a little bit lower of MRR.
It's 24K of MRR but it's but.
Speaker 1
It's like 24K in like 30 days.
You know some, you know what I mean?
Like it's a crazy, crazy number.
Although he does have like 233,000 followers on X, right?
So he does have an audience.
Speaker 2
That's probably going to be the biggest objection.
However, this he has other SAS tools that have not scaled as quickly as this or that have failed.
So despite having an audience, these launch of the tools that have not worked, but this one worked and there's a specific reason why and I believe that anybody can do this and the reason why is because, well, I'll I'll, I'll get into it with the the next few steps here.
So step number one is that you want to quickly ship a tool that rides the wave of a trending topic.
So rather than trying to manufacture demand and you have like a cool idea and you're like, how do I get people interested in this?
You start by finding the attention and the demand and you just piggyback on it.
So step #1 is basically like find a trending topic.
Step number 2 is actually the coolest.
So why you think this is cool is because you have to ship extremely fast.
And I talked to Mark and he gave me a really good quote, which is quit as fast as you ship.
So ship fast, but also quit fast if it's not working.
But here's why this worked is because basically, so Peter levels, who is, you know, one of the most probably like the most famous indie hacker on X, he went viral with this post right here.
And so Mark actually piggybacked on Peter's virality.
It wasn't even his own audience.
And what Mark did is he shipped trust MRR within 48 hours of this tweet going live from Peter Levels.
And so the tweet is basically Peter Levels complaining about how many fake MRR screenshots are on X and that nobody can prove it.
And that a lot of these people are scammers and they're they're just trying to sell a course.
And so Mark was like, OK, cool, I'm going to solve that problem by basically creating a database where we can verify people's MRR so that, you know who are the real builders and who are the fakers.
Speaker 1
Basically trend jacking, like you're finding a trend and you're finding like a viral post and you're the other piece of this is on X specifically like here's a piece of alpha quote retweets are like really outperforming right now.
So like, find a tweet that's going viral, quote, retweeted, vibe code, something, and you never know what's going to happen.
What's Step 3?
Speaker 2
I'm, I'm so sad that the quote retweet, by the way, like everyone's catching on to that cause I've caught on to that recently and I'm like ripping videos of me, like responding to other tweets and it's getting like a million impressions.
And I'm like, Oh my God, like I've found the secret.
But I think people are catching on.
But obviously this is all about providing the sauce to the audience, so.
Speaker 1
No holding back.
Speaker 2
No holding back, no holding back.
So step #3 is to build virality into the product itself.
So in an ideal world, your product has virality built into it, meaning that it's it is highly shareable.
So trust MRR is very shareable because the product is verified MRR screenshots.
Everyone wants to share their screenshots on X, and so now they can do so with, you know, it being verified.
And so, yeah, you create basically something that is the idea itself is like or, or the the product itself is kind of native to social step #4 OK.
So this one is actually really interesting because this is how Mark monetizes the app.
And there's other great examples of this, which is because this is an attention play where you're leveraging attention.
You are creating a product that is inherently viral and shareable.
What's going to happen is that the amount of attention that you get for this tool is going to far outweigh the people who are willing to pay for it.
So you get a ton of attention, but there's not a lot of intent.
So what that means is that it's hard to sell subscriptions.
People just think that the the tool is interesting and cool.
So how do you monetize a SAS like this?
You sell advertising, so you lean into advertising revenue rather than subscription revenue.
And So what Mark is doing here is, yeah, he he actually, there's no subscription.
I think it's all, I think it's free his tool.
And so instead he just gets a ton of attention to the website.
And then you have companies that are paying to get in front of the people going to this website.
Obviously it's like a high value audience because everyone going to the site are going to be entrepreneurs or business owners.
And another great example of this actually comes from Peter Levels himself.
Do you remember when Peter created that flying game that went super viral on it?
Sure.
Speaker 1
Yeah, he vodcoded a flying game and then he sold advertising in it, right.
He was making like at one point like AI don't know 100 KA month.
Speaker 2
Yeah, I think he hit like 100 KA month in like his first month or something crazy like that.
And this is a model that nobody thinks of with SAS.
Speaker 1
The other piece, the other piece of this is Mark, you know, similar to what you had in, in, in the first framework, he actually made, you know, the first, I think the first advertisers paid like, I don't know, $1000 a month.
And the second was like 1400.
And, you know, so he had like there were some FOMO built in, in terms of advertising, like the, the fast, you know, the, the early birds got, got basically the cheaper thing.
And also there is scarcity in the sense that he only has X amount of spots or eight amount of spots right on his website.
So I think this is brilliant.
You have the scarcity play certain number of spots.
You have, you know, the the early bird, you know, gets there's incentive for the early bird to spend money and you're hopping on a trend.
So I like this.
Is there a Step 5 to to this one?
Is there a Step 5?
There is no step five.
That Step 5 is profit.
Speaker 2
Yeah, Step 5 is profit.
Speaker 1
Cool.
Speaker 2
So that's basically it.
That's the wave surfer strategy.
I'll leave this up again so people can see.
These are the concise kind of four steps.
Speaker 1
Cool.
Speaker 2
You ready for the next 1 number?
Speaker 1
Three, let's do it all.
Speaker 2
Right.
Let's move to #3 So this one, this one I think is really cool.
3) Language Arbitrage Strategy: Teachizy Case Study
And this is the language arbitrage strategy.
And the company that I saw doing this is Teach Easy is I think how you pronounce this.
Speaker 1
Yeah, I think so.
Speaker 2
And so they're basically do you know like what is it like teachable or think if a Punjabi.
Speaker 1
Yeah.
Speaker 2
That's basically what this is.
Do you know what the only difference is?
Speaker 1
This is Aunt Francaise.
Speaker 2
It's Aunt Francaise.
So like it's just in French and and I love, you know, we got French Canadian brother on here.
I'm learning French right now.
It's very difficult trying to get the accent right.
Not really going well.
That's OK.
So you can actually see here that their main value prop, and I'm going to get into this later, is that it's in French.
Like on their landing page it says 100% in French.
So they're really leaning into this.
And so let me let me start going through the steps here they are at 65 K of MRR and here's where the playbook is.
So have you heard of these businesses where basically they'll take an idea that works in Latin America and bring it to the US or something that works in the US and bring it to Brazil or whatever it takes something in Brazil and bring it to Europe?
Speaker 1
Yeah, so Rocket Internet is like the most famous adventure studio that did this, Like so, and I should probably do a whole episode on Rocket Internet comment if people want, comment on YouTube if if people want that.
But basically what they would do is they would take Airbnb and then they do like Airbnb for Germany and it would writ and, and then they, the craziest part is then they'd like sell the business to Airbnb, you know, So yes, I, I, I do know about it.
Speaker 2
Dude, it rips.
And so an easier way of doing this rather than bringing it to like an entire other country is just bringing it to a different language.
So you can do that from anywhere.
Obviously the caveat here is probably easier if you're bilingual.
So I will say there is that little caveat.
However, I think it's really interesting that they're taking the SAS that already works.
Again, there is billion dollar companies like Kajabi that already do this and they're just making it French language native.
Speaker 1
I think, I think the language is one piece of it.
I also think that geography is the other piece of it.
Like, I think that, you know, if you have a, for example, a German startup, you're more likely, yes, it's in German, but you can also, you know, on the website just put a German flag and, you know, have German jokes on it.
And like, people probably from Germany are more likely to buy a German product than they are, say, an American product because they're German, right?
And identity is a big deal.
So I, I think that the playbook my, you know, I think that the playbook isn't just take a proven English language sass and convert it to another language.
I think it's take a proven English language SASS or slash American SAS and convert it to another language or Geo.
Speaker 2
That's true.
People really care about that these days.
As a Canadian, we've never really been too nationalistic and the US is always like made in America and people love that they they eat it up these days.
Obviously there's like a little bit of like a rivalry.
And so the leaning into the Canadian first thing probably has more pull.
But I would say that most, most countries, if you do appeal to those kind of like nationalistic impulses, there is a lot of value to that or a lot of it's compelling to a lot of people who are proud of their country and where they come from and their language.
Speaker 1
Cool.
Speaker 2
So that's that's step number one is just basically take something that's working and put it into another country or language and lean into it.
So they everywhere on their website, you're actually right.
They have made in France and like they're, they're constantly leaning into the fact that it's French and and made in France.
Step number 2 is do SEO in this other language.
So, Greg, I think you know a decent bit about SEO, correct?
Speaker 1
A decent yeah, a decent amount.
Speaker 2
Decent amount.
So SEO, as I'm sure you know, in any other language instead of besides English, is kind of like marketing on easy mode or like SEO on easy mode.
OK, So let me show you why this works so well when you're doing SEO in another language.
It's kind of like doing SEO in English back in like the early 2000s.
And so when I look at the keywords that teach easy A ranking for, what do you notice about this keyword difficulty section here?
Speaker 1
It's a dream, dude.
It's a lot of green.
Speaker 2
Yeah, like I'm always looking for a sea of green.
If you want to, if you want to find a good SEO opportunity, you pull up a tool like Samrash or H refs and you look for this sea of green where you have a lot of volume over here.
And the keyword difficulty, meaning how difficult it is to rank for these keywords is very is very low.
It's very easy.
Speaker 1
You don't see this that often like a sea of you know anymore, at least you know.
So I think that this is this is dope.
Speaker 2
Absolutely.
And so they clearly saw this was the case.
They took advantage of it.
And I reached out to the founder and he said surprise, surprise, the SEO is their number one source of acquisition, customer acquisition.
And you can see it here just in terms of their their constant growth over the years via SEO in the French language.
Speaker 1
Cool.
Speaker 2
So that's kind of it.
That's a really simple playbook.
So that's number three again, language arbitrage strategy ready to get into #4.
4) AI Search Strategy: Tally Case Study
Let's do it.
Speaker 2
OK, so #4 is the AI search strategy.
So we talked about SEO in the last one.
This one's really excited, exciting.
Everybody wants to show up in AI search.
They want to be recommended by ChatGPT and perplexity and Claude or clod, as you say.
I never know which is the right one.
So AI search strategy, the company that leverage this the most is or a really good example of a company that leaned into AI search is called Tally.
And so Tally is a no code form builder.
It's kind of like type form I think.
I don't really know what the difference is, but they let you create custom customizable forms just by typing.
They're pretty big.
They are at 338 KMRR.
And by the way, this, the founder of this company builds in public on their website and it's one of the coolest websites in terms of building public content.
Just as a shout out, I love when people build in public.
And so there's some really great information on their site.
So here's the playbook.
You ready?
Speaker 1
Yep.
Speaker 2
So there's always going to be 1 OP marketing channel.
And when I say OP, this is like, did you ever play World of Warcraft when you were a kid?
Speaker 1
I actually played Warcraft 3.
Speaker 2
Oh damn, I don't even know what that is.
Speaker 1
Yeah, that's that's pre World of Warcraft, so all right, Yeah.
Speaker 2
Shout out to all the nerds out there.
Rap of the Lich King was my jam.
And people refer to things as overpowered.
OP means overpowered.
And so let's say that we're going back to 2007.
The OP marketing channel was what it was Facebook, OK, 2017, it's got to be TikTok.
Now the OP marketing channel is AI search.
And probably the next six months are going to be the biggest window of opportunity to take advantage of this marketing channel.
And this is what I'd argue helped to scale tally so big.
And so number one is you find that OP marketing channel step #2 and and again, this one's pretty simple is you're investing into the 8020 of SEO.
I'm a big believer in the Pareto power law, which is the 20% of actions always creates the 80% of results.
And so by the way, if you have a SAS, you need to do this regardless.
I've seen many playbooks of other companies where this is just the playbook that they run where you create SEO pages, but you focus on the really bottom of funnel pages.
And what I mean is alternatives pages versus pages and then bottom of funnel blogs.
And so let me show you a few quick examples of this.
Speaker 1
OK.
Speaker 2
The key here is it has to be a really comprehensive page, so you really have to invest a lot of time into building just a few pages.
And they on their website, they're basically highlighting these four.
So they clearly spend a lot of time just on these four.
Another one by the way, is this so like best, I don't know, I guess that's not a clickable link, but it's basically an article that is the best free online foreign builders in 2025.
This is exactly what Tally does.
So they have a super comprehensive article.
They're going to probably list themselves 1st and then their competitors below it.
So that's, that's kind of #2 that's basically it.
The take away is that every company should have these comprehensive alternatives and versus pages on their site.
It is a proven strategy.
And what else can I say about this?
I mean, oh, I guess here, here's the other thing.
OK, so I'm going to show you some really interesting data.
So AI Search became their biggest acquisition channel.
They got 2000 new users in a very short period of time, like mainly in 2025.
And I want to show you kind of how this works.
So you can see here that they are getting a ton of data from AI Search.
And if we zoom in a little bit further, you can see that these are the search terms that they are showing up for.
So when people type things in the ChatGPT, like what is an alternative to type form?
What is the best free form builder?
So really bottom of funnel high intense searches.
They are getting a ton of visibility.
They've really high positions here.
And as we know, ChatGPT people use it as their personal therapist.
They're talking to it as if it's a friend.
The level of trust that people have in ChatGPT and other LLMS is far beyond what they have with Google.
And so there are companies that have released.
There is a company, I forget who it was, but they said that they tracked their conversion rate from traffic coming from ChatGPT compared to Google.
Speaker 1
It's like 4 to 5 acts.
Speaker 2
Dude, in this case it was 17 X.
Speaker 1
Yeah, it's crazy.
Speaker 2
Yeah, it's why I think it was web flow if I'm not mistaken.
Speaker 1
Point yeah I mean I think you can expect at least 4 to 5X you know on conversion, which is which is crazy but it makes sense if you think about it because you're when you Google something you have you know 1000 blue links that you can go and click but when you ChatGPT or perplexity something you've got like 234 recommendations right so it's it's it makes sense it's.
Speaker 2
Curious and let me show you like this is literally what people are seeing.
So if somebody searches top free form builders right now, look you got tally coming right up here.
Speaker 1
Yeah.
Speaker 2
And last thing I'll show is we can see the the sources that are getting cited the most frequently from Tally and guess what pages are getting cited the most frequently, It's these ones right here.
So that's it.
That's a very, very simple 1 is like you find an OP marketing channel right now it's AI search.
That is the AI search strategy.
Speaker 1
I like it.
5) Signal Search Strategy: LocalRank Case Study
All right, next one is cool.
It is the signal search strategy.
You ready to RIP it?
Speaker 1
Let's RIP it.
Speaker 2
All right, let's RIP it.
So this one is local rank and so local rank is an all in one local SEO tool And I think it's mainly geared for SEO agencies and they are doing 47,000 of MRR and here's the playbook.
So step number one is that you have to choose one feature to test the market with.
And let me say something, this one is actually very similar to TrustMRR MRR, but the difference is rather than riding a viral wave and kind of shipping fast and testing that way, you are shipping features fast to see what hits, what gets the most attention.
You might try to ship 5 or 10 different features and 1 is going to rise above the crowd or rise above the rest of the features in terms of the attention that it gets online.
So step number one is that you choose a feature, you ship it fast.
Local Rank has a ton of features, but it launched with just one feature which was a heat map.
OK, so step number 2 is add distribution to test the response of the feature.
And so this right here is a really interesting data point, which is local Rank shipped using a thread on XA YouTube video.
And they sent it to their e-mail list and they ended up making $5000 of MRR on day one, which is pretty unheard of.
And the wild thing is that YouTube was actually the channel that drove the most amount of value.
So this is what I want to get across to the audience is that I think a lot of people sleep on YouTube and they want to be on X because that's where all their favorite creators are.
And it's really hard to make a YouTube video.
But I have seen a lot of people upload Loom videos that are kind of crappy quality and maybe they get like 1000 views or a low number of views, but the trust that you build and the conversion rate is really high.
I actually have a funny story about this, by the way.
I have a friend who has a super small YouTube channel and it's very niche.
It's in the crowdfunding niche.
And recently he was trying to get a green card for his wife.
And when they went to into like the office to talk to the green card officer, they were like, oh, you're Mark, I know you're from YouTube.
And they ended up talking like the entire time just about his YouTube channel rather than even interviewing the wife to get the green card and she got a green card.
So if you want a green card or if you want to grow a sass, basically start a YouTube channel.
It works.
Speaker 1
Totally.
I mean, I, I'll add a little colour here because I know Jackie, you know, he has now I think like 20,000 YouTube subscribers, but when he launched local rank, he had maybe 10,000.
So you don't need, you know, the thing with the way to think about it is, you know, be the Mr. Beast of your niche, meaning like you don't need Mr. Beast 100 million subscribers or hundreds of millions of subscribers.
But if you know carve some niche and even if you have 10,000 Subs, 8000 Subs, 5000 Subs, whatever it is the best way to get zero to 5000 MRR in your SAS.
Now, it's hard to create content and, and, but I, I do think that, you know, I, I tweeted the other day about Linus Tech Tips and Linus Tech Tips has created $280 million of revenue, $28 million of YouTube ads in his niche tech reviews.
You know, you can just start by, like you said, loom videos sharing stuff, you know, once every few weeks and and just see where it goes.
So I do like this one.
What's step three?
Cap early?
Speaker 2
Yeah.
So Step 3 is, is kind of similar to the weightless strategy where, again, you need to artificially constrain the supply relative to the demand.
So Jackie did the same thing where he capped the early users and that allowed him to raise his prices.
He raised them four times.
And so that's a really interesting take away step #4 so this one I think is very actionable.
And we've seen this ourselves.
Not a lot of people do this, which is that you test enterprise packages.
And the reason this works is because there's often going to be a small number of customers who just have way more money than your other customers.
And so when local rank rolled out, I think they're charging, I don't know, like 20-30 or $40 a month, something like that.
And then they tested the scale plan, which was $400.00.
So that's 10 times more roughly than their lowest plan.
And they have another plan that's $1600 and that's like 33 times higher than their smallest plan.
So the main thing is, is that you, if you offer one of these big plans, you can get a lot of revenue for a little amount of work.
And they forex their revenue from 5K to 20K just by introducing this enterprise plan and here where the sales come from.
So I just want to focus on this for a second because I think a lot of people, they do want to create content.
They don't know what channels to start on.
And so here is an example of the channels that are working for this particular product.
The other thing I want to address just for a second is there is obviously the objection of always got 20,000 YouTube subscribers.
He has an audience.
Here's The thing is that he also created, I think kind of copying maybe what you guys did.
He created a Faceless X account, started that at 0, doesn't have a ton of subscribers or followers, but was able to generate revenue from that.
And the other thing I will say is that it's not really about the followers, it is about the content.
And what I mean is that US, for example, we've had specific pieces of content where just that one piece of content drove hundreds of thousands of dollars of revenue for one of our businesses.
And so part of obviously you grow an audience, everyone has to start somewhere by creating content.
And part of what you need to do is just take a lot of shots on net.
And then by taking a lot of shots on net, you learn the strategies of virality.
And slowly but surely you can learn how to create content that you're pretty sure is going to go viral or more importantly, get you leads for your business.
So there is an art to it.
We actually also started by the way, for one of our SAS tools, a faceless LinkedIn account.
And that's actually where we got, I think the majority of our weightless subscribers was this account that we started from zero.
And so it's all about the content.
It's not about the pre-existing.
It is a little bit about the pre-existing audience, but that all comes from learning how to create content.
Speaker 1
The from what I've I've seen his his faceless X account on my timeline.
The piece of sauce here is he is doing a lot of like reply local SEO to get the playbook.
So you know he's getting a lot of replies and then he's DM ING you the playbook and then he's probably trying to upsell you to the product in in there, right.
So it might not be something that you want to do on your personal account because it feels kind of spammy, but when you're doing it at a face faceless account doing those, you know, I don't think you can hook up many chat to xmanychat.com.
But like I'm sure there's the equivalent of a many chat.
Do you know, like how people are are doing that or he's just doing it like he he has someone managing it and he's like literally reaching out.
Speaker 2
I've never heard many chat, I think people use like hype fury or something or like I.
Speaker 1
Don't know, yeah, Hype fury, maybe yeah, but yeah, there's that's the other piece of this is is just like DM ING people and upselling them on X.
Speaker 2
Yeah, the classic reply auto DM strategy definitely, definitely works.
OK, other interesting insight.
Last thing I will, I will say here is that they did try paid ads and when they pause them for Black Fridays, sales didn't drop.
So ads were not essential here.
And again, the surprising part is YouTube has been 80 to 90% of sales and the YouTube launch video has a tenth of the views as the X post, but drove 80% of the sales.
So again, just RIP some Loom videos, put them on YouTube.
You don't have to be super polished.
I've seen YouTube channels that have literally it's like a Loom video with a crappy thumbnail and they're getting tons of customers from it.
So just ship it.
Don't worry about being polished.
I can come later.
Speaker 1
Cool.
Speaker 2
So that is the signal search strategy and we're going to move on to #6 which is the high ticket ad strategy, which is our final strategy here.
6) High Ticket Ad Strategy: MailScale Case Study
OK, So this is a company called Mail Scale.
Mail Scale.
They do something that I've seen a lot of companies do, which is they help BDB firms scale their e-mail outreach with inboxes optimized not to land in the spam.
So I think it basically helps people do cold e-mail.
And so yeah, their revenue is at 100K of MRR.
And here's the playbook is if you are like, I want to just RIP ads, I don't want to create content.
I don't know how to do that.
I don't want to put my face out there.
Whatever this strategy is probably for you what they did.
And so here's the key insight, OK, is that if you want to use ads to scale your SAS, you can't do it with a low ticket offer.
And when I say low ticket, I basically mean anything that is below $1000 per month.
If your SAS is $50.00 a month, $100 a month, this probably will not work because you will not be able to acquire customers profitably.
So you have to have some sort of enterprise plan.
And so they have like mail scale Unlimited.
Speaker 1
That's interesting.
So you're saying that if you have a low ticket offer, you can't successfully acquire customers with Meta, LinkedIn or YouTube ads?
Speaker 2
Yes, I have tried this.
This has been my experience.
This is their experience.
I've talked to many founders and the problem is you end up spending so much money just to acquire the customers that you go into the red.
So if you have a $50 product and maybe it cost you 50 or even $100, even $300 to acquire a customer, you're losing money from day one.
And that doesn't even count the software like the cost to develop the software, any other, any other expenses that you have.
So you need to have an offer or a price point that is high enough where you can spend money on ETA on Meta and you can have basically like a positive cost to acquire customer.
Speaker 1
Not sure I agree with it personally because I think that there's an opportunity for people to do like, you know, they call I think a self liquidating funnel, meaning I think that you, let's just say you're selling something that's $50.00 a month or $20.00 a month.
Your lifetime value of a customer is $200.
And even if it does cost you $150.00 or $200 to get a customer, like it works there.
And also what you could do is just say like going back to your like webinar funnel, it's like, OK, you know, you, you do ads.
Like maybe this is your funnel.
You do ads.
It cost you $5 to get someone to show up at a webinar.
But the way it works is you give away a playbook for free that you know, and then in in that playbook, you have like some affiliate ads.
So you're making some money back.
Like maybe you like partner with local rank and you recommend it, right?
So you get some money back and then you have them in the webinar.
So you know, that's what that's what a self liquidating funnel is.
Or maybe you do a paid webinar paid event.
So, so you get some revenue back.
So I, I, I agree with you that a high ticket offer is easier to, to, to, to, to profitably scale.
But I do think that there's always an opportunity to do paid ads, to do self liquidating funnels.
Speaker 2
Yeah.
So what I will say is I have heard of people who do self liquidating funnels.
The way that I, I've never done it myself, but this is what I hear works is you have a revenue ladder where you maybe have, like you said, a webinar or a lead magnet, or maybe it's like a $20 educational product that is kind of like a lower barrier to entry or that people are more willing to buy right off the bat.
Because getting people to sign up for monthly recurring SAS may be a big ask when they're coming in cold and they've just met you for the first time.
So what I've heard that people do is it's like you basically it's baby steps where first you're going to get them just to sign up for a lead magnet.
They get value from that or they hop on a webinar, they get to know you, you build trust, and then you slowly move them up the revenue ladder.
So maybe it goes from the $20 info product to a $50 subscription to your SAS and then you upsell them into the $1000 enterprise plan or whatever it is.
I have heard that.
I have heard that that works.
Never tried it myself.
But yeah, I have heard that you can do that strategy.
It's just a little bit complex where you have to build out these different offers.
Speaker 1
Yeah, that's the Russell Brunson strategy.
I think if you check, you know, on Idea browser, every single idea has the revenue ladder.
So you can see like what is your front end offer, back end offer, a lead magnet, that sort of thing.
It's a different type of strategy.
So yeah, let's continue with this.
I just had to say that.
Speaker 2
All right, awesome.
I love the shout out perfect.
Got to keep it honest.
Got to got to make sure that any caveats are shouted, shouted out here.
So step number 2 is creating a VSL that pre sells VSL stands for a video sales letter.
So what this is, is something that looks like this where it's basically just you on ideally a high quality video and a nice landing page where you're able to again, kind of warm up the audience.
They get to know the founder.
You can explain your value prop and it's almost like what you would do, almost what you would tell them on a call, but asking them to get in a call is a big ask.
Getting people to watch a video is much lower barrier to entry.
So they basically do this VSL, which is a high quality video with a great script and they just put it on like a simple click funnels page.
We just talked about Russell Brunson.
So yeah, that's that's what they do here.
Speaker 1
I think the only thing I'll say here is like when I look at those VS LS like that VSL, it just looks so spammy.
And I want people to know that some of the biggest companies in the world use BS LS.
So it might not look like that.
It might not look like a click funnels like tons of copy and like someone in their bedroom kind of recording.
It could look like that, but it could look from that all the way to like a highly produced, you know, beautiful enterprise looking website.
Speaker 2
Yeah, I agree.
And The funny thing is I kind of have an aversion to click funnels and all these spammy looking tactics 'cause it just looks like when I see this as a buyer, I'm like, this just looks spammy.
And it's interesting because I hear a lot of people being like, man, that's.
Speaker 1
Just it worked, yeah, but.
Speaker 2
Who's who's the guy who comes on your pot a lot, Jay?
Ice cream.
Yeah.
And doesn't he say it's like the worse the landing page looks, the more revenue it tries?
Speaker 1
Totally, and he's a designer, right, like he's a, you know, he does beautiful design.
So when he he's always like bummed out when his like ugliest design performs the best.
But sometimes you it's not about pure performance, you know, like I think like ultimately, you know, people listening to this like you want to create a brand, right?
You want to create an impact and it's about a long term play.
It's not always about optimizing every single dollar.
So that's my only caveat with that.
Speaker 2
Agreed, I am a big fan of branding so I do agree with that caveat for sure.
So step #3 is to create image and video ads.
So I talked to the founder of this company and they said that they are using ChatGPT image generation, which I love because it's so low barrier to entry.
And they basically just follow the ADA framework, which if you don't know, this is a copywriting framework where it's attention, interest, desire and action.
So they basically just ask ChatGPT to I guess now you'd probably use nano banana because I heard that that's.
Speaker 1
Way better, yeah, exactly.
Or you'd use like, you know, there's like free pic or Genspark or one of these other tools that have multiple image generation enhancer dot AI, like arc ads, like all these other ones, you know, you can that kind of like ping multiple, multiple models at the same time.
But yeah, the the the I, I, I do think that yeah, the ADA framework is still somehow like underrated.
Speaker 2
Absolutely.
It's just like the classic psychological principles that will never change because it's human psychology.
So, and then you can take a look at their ad library here, again, including this just so you can go through if you're watching this and take a look at how simple some of these ads are.
And here's the tip is that the longer an ad has been running, you can guess that that ad is performing well for them.
Yeah.
So go to company's Meta ad library, take a look at what they're doing, copy it, and specifically look for the ads that have been running for a long period of time.
The only reason they're keeping them running for so long is 'cause they're they're profitable.
Yep, agreed.
So that's basically it.
And they said it took 5 to 10 ads until they were able to book calls reliably for $300.
They spent $10,000 to get to this point.
So you do need to have that $10,000 is the only thing I will say.
But you can see it's like they're requiring customers basically for less than $1000.
So they're able to do it profitably.
And then from there, I think they basically just like scale out a a sales team.
So they saw that things worked and they hired closers and and yeah, that's, that's basically what they did.
And.
Speaker 1
That's it, right?
Speaker 2
That is it.
That is the high ticket ad strategy.
I have another one on here, but I'll just leave it as like a little bit of a secret in case you want to share this document with the viewers so they can go through.
I'll make sure that all the links are clickable because again, I really want people to be able to take these resources and take the frameworks and copy it for their own business.
Speaker 1
Yeah, yeah.
We'll include the links in the in the show notes for people to download and also for you to follow Rob on his journey building his Bootstrap empire.
Thank you, Rob for coming on the show, sharing the sauce.
And this has truly been a master class of SAS frameworks how to build with highest probably success.
So thank you very much, Rob.
Speaker 2
Thanks for having me Greg.
That was a lot of fun.
Speaker 1
Later.
Speaker 2
Bye.
Podcast Summary
Key Points:
The episode focuses on acquiring customers for SaaS businesses, featuring Rob Hoffman who shares six proven playbooks using examples like Kleo, Mentions, and TrustMRR.
The Waitlist Strategy (used for Kleo and Mentions) involves creating "edgy sales" content to drive sign-ups, launching a beta with early-bird lifetime discounts, iterating based on customer feedback, and relaunching with a second cohort.
The Wave Surfer Strategy (exemplified by TrustMRR) involves quickly shipping a tool that rides a trending topic, leveraging existing demand rather than manufacturing it.
Summary:
The episode features Rob Hoffman, who has built multiple profitable SaaS businesses, including Kleo ($61,000 MRR) and Mentions ($20,000 MRR). He presents six tactical playbooks for acquiring SaaS customers, emphasizing that the main challenge for builders is marketing, not coding. , $59 for first 500 users) to create scarcity and gather feedback; and then iterating with early users through customer calls to improve features before relaunching a second cohort at a higher price.
This strategy helped Kleo reach $61,000 MRR in 53 days without a public launch. The second playbook, the Wave Surfer Strategy, is demonstrated by TrustMRR ($24,000 MRR, created by Mark Liu), which quickly shipped a tool that rode the trending topic of verifying startup revenues on X. The key is to piggyback on existing demand rather than creating it from scratch.
Hoffman stresses that these playbooks are actionable and can be replicated by anyone, even without a large audience, by focusing on content that provides value and using subtle sales techniques.
FAQs
Choose based on your skill set and interest level. The waitlist strategy works well if you're good at content creation and email marketing, while the wave surfer strategy is ideal if you can quickly build a tool around a trending topic.
Track waitlist sign-up rates from content, email open and click-through rates, and conversion from waitlist to beta users. For Kleo, they had a waitlist of 10-12,000 people and focused on converting the first 500 to beta.
Jake used a subtle approach with no CTA, making users hunt for what he sold, while Rob overtly plugged products. Jake's method drove more revenue because subtlety builds trust and curiosity, making the product more desirable.
One post featured Matthew McConaughey to attract attention and included a controversial opinion that sparked debate, with the CTA hidden in the comments. This format generated engagement and drove sign-ups without overt selling.
Look for existing attention and demand in communities like X or LinkedIn, such as a common problem or skepticism (e.g., verifying MRR claims). TrustMRR succeeded because it solved a specific, timely pain point within an active community.
Offering lifetime access without calculating token costs can lead to losses. Rob warns that you must do the math to ensure the price covers usage, or you might spend hundreds per month per customer for a one-time fee.
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