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SaaS增长引擎:电商打法、付费验证与Meta+Google核心渠道

How to Build a $100M Growth Engine: Lessons from Wispr Flow & Superhuman | Matt Swulinski

原文
推荐理由

SaaS创始人和增长负责人可拿走一套可执行的付费增长框架:用Meta+Google验证PLG、每月400-500个创意、早期预算分配,以及电商式转化思维。

probably fire most of your marketing team. My philosophy is that the ecom playbook is the right playbook for SAS. Every single scent needs to equal a purchase or an add to cart. Matt Winsky, he's worked at Superhum. He's worked at Whisperflow and now he's just joined Excelbacked Victor.com and he's looking to make it third time. I wouldn't say lucky cuz he is a master of growth. Look at Superhuman and Whisper. These are two of the fastest growing product like growth products and this is a masterclass in how you grow really freaking fast in a world of AI.

可能会解雇你的大部分营销团队。我的理念是,电商剧本是SAS的正确剧本。每一个线索都需要等同于一次购买或加入购物车。Matt Winsky,他曾在Superhum工作过,也在Whisperflow工作过,现在他刚加入Excelbacked Victor.com,他期待第三次成功。我不会说幸运,因为他是增长大师。看看Superhuman和Whisper。这两个是增长最快的产品型增长产品,这是一堂大师课,教你如何在AI世界中飞速增长。

Paid is the easiest way to validate that you have PLG. I say there's the core three of any acquisition engine. You have metagoole and life cycle. You probably need at least 400 to 500 new creatives a month. We have kids that are like 17, 18, 19 that are making 20, 30k a month just making a couple ads for us.

付费是验证你拥有PLG的最简单方式。我说任何收购引擎都有核心三要素。你有metagoole和生命周期。你可能每月至少需要400到500个新创意。我们有17、18、19岁的孩子,每月赚2万到3万美元,只是为我们制作几个广告。

Ready to go. Matt, it is so good to have you on the show. So, thank you so much for joining me, Matt.

准备好了。Matt,非常高兴你能来参加节目。非常感谢你加入我,Matt。

Yeah, thanks for being here.

是的,谢谢你的邀请。

Now, you've worked with some of the best companies from Superhum to Whisper now with Victor and we've seen these companies and a huge amount of SAS companies rise with the product leg growth PLG motion. And now we're entering a world of agents. What changes in the growth world when we shift from humans to agents with product like growth?

现在,你曾在一些最好的公司工作过,从Superhum到Whisper,现在又在Victor,我们见证了这些公司以及大量SAS公司通过产品驱动增长(PLG)模式崛起。现在我们正在进入一个代理的世界。当我们从人类转向代理,实现产品驱动增长时,增长领域会发生什么变化?

That's a great question. I think uh I mean all of the the startups I've worked with uh have been PLG, right? And I think in a world of agents uh there's definitely a layer where PLG still matters because PLG assumes you have a perfect self-s serve funnel to the human. And in the same way, you're definitely going to want to optimize it for how is an agent doing research? How is it picking the tools and the APIs that it's actually using?

这是个好问题。我认为,嗯,我合作过的所有初创公司都是PLG,对吧?我认为在代理的世界里,PLG仍然很重要,因为PLG假设你有一个完美的自助服务漏斗来触达人类。同样,你肯定需要优化它,以适应代理如何进行研究?它如何选择实际使用的工具和API?

And I think it just takes the same framing and diligence to why the product already worked from the human end and just understand how are agents making decision-making. So the the the best companies in PLG focus right now will also be best positioned in my opinion for the agentic layer of essentially decisions being made without that human in the loop when tools are being selected for certain tasks. When you look back at say superhuman if we go back in time chronologically it grew very kind of craftsmanlike with founder referrals.

我认为,这需要同样的框架和勤奋,来理解产品为什么在人类端已经有效,并理解代理是如何做决策的。所以,目前专注于PLG的最佳公司,在我看来,也将在代理层占据最佳位置,即在为特定任务选择工具时,决策在没有人类参与的情况下做出。当你回顾Superhuman时,如果我们按时间顺序回溯,它的增长非常工匠式,依靠创始人推荐。

What's your reflections or lessons from that experience on Superhumans's growth that you've taken with you?

你对Superhuman增长的经验有什么反思或教训,并且你一直铭记在心?

The the tastem of what it means to create a strong product. Uh like that for me was born while I was at at Superhum. Uh because at the end of the day, no matter whether you know, if you've used Superhum, you've likely stayed using Superhum just because every little element of that product is is hyperrefined to make you want to continue using it. Um but I think the the difference of what was the early scale of superhuman where it was super founderled word of mouth referral uh there was essentially a asimtope that you know the the product hit where they had it they had to follow a different playbook and uh there was a like this was you know 3 years ago roughly uh and uh back then you know what was SAS now we call AI SAS uh everyone was running more of the uh you know just PLG motion referral word of mouth without doing paid and they were laughing like you know ecom's been doing you know the the UGC programs hundreds of thousands of ads like paid ad spend is the way to drive performance and the resistance was definitely there while I was at superhuman uh but you know seeing what you know I've been able to do alongside a great team at whisper and now victor uh my philosophy is that the ecom playbook is the right playbook for SAS because uh if you look at ecom you have Every single scent needs to equal a purchase or an add toart.

打造强大产品的品味对我来说是在 Superhuman 期间形成的。因为归根结底,无论你是否用过 Superhuman,你很可能因为该产品的每一个细节都被精心打磨,让你想继续使用而留下来。但我认为早期 Superhuman 的规模差异在于它是由创始人主导的口碑推荐,基本上产品达到了一个渐近线,他们不得不采用不同的策略,那大约是三年前,当时我们称之为 SaaS,现在叫 AI SaaS,每个人都在采用 PLG 模式、推荐和口碑传播,而不做付费推广,他们嘲笑电商的做法,比如 UGC 项目、成千上万的广告,付费广告支出是驱动业绩的方式,而我在 Superhuman 时确实遇到了阻力,但看到我在 Whisper 和现在的 Victor 与优秀团队一起取得的成就,我的理念是电商策略才是 SaaS 的正确策略,因为如果你看电商,每个访问者都需要转化为购买或加入购物车。

You have hundreds of UGC creators, variety of creative, and you also have a ton of channels that you're essentially balancing to showcase the entirety of the brand. And that's the model that I took and applied at the end before the the Grammarly acquisition at Superhum to to scale paid and then follow that exact same motion for whisperflow. Uh, and I think that's that's really what put it on the map and got it to where it is.

你有数百个 UGC 创作者、各种创意,还有大量渠道需要平衡,以展示品牌的全部。这就是我在 Grammarly 收购 Superhuman 之前采用并应用的模式,以扩大付费推广,然后在 WhisperFlow 中遵循同样的策略。我认为这正是让它声名鹊起并达到如今地位的原因。

Because like we were talking about before, uh, distribution to me is the only moat. And you have to have that strong of a playbook when it comes to marketing. Cuz like in today's world, that's the only way to succeed.

因为正如我们之前讨论的,分销对我来说是唯一的护城河。在营销方面,你必须拥有如此强大的策略。因为在当今世界,这是成功的唯一途径。

Dude, I'm going to love this show because most people say the same thing. And what everyone tells me is that no, no, you should wait to do paid. You should wait to do paid. it's a dangerous drug that you can get hooked on. When is the right time do you think then?

兄弟,我会喜欢这个节目的,因为大多数人说的都一样。每个人都告诉我,不,不,你应该等再做付费。你应该等再做付费。这是一种危险的毒品,你可能会上瘾。那你觉得什么时候才是合适的时机呢?

Right away. Right. So like at the end of the day uh paid is the easiest way to validate that you have PLG that you have a product that can scale in any way, shape or form, right? Like there there's a ton of narrative that like focus on brand go uh organic content build all that base. That just takes too much time. And uh yes, do that motion while also doing all of paid because you can refine messaging, do creative testing, test your funnels, test your positioning all within a week on paid.

马上。对。所以归根结底,付费是验证你拥有产品主导增长(PLG)以及产品能以任何形式扩展的最简单方式,对吧?有很多说法强调专注于品牌、有机内容和建立基础,但那太耗时了。是的,在做付费的同时也要做那些,因为你可以在付费上的一周内完善信息、进行创意测试、测试漏斗和定位。

How long is that going to take you if you do some content writing, you talk about it on a podcast, you see if it sticks, you're going to do some user interviews, great. Do all of that, but then you have a much faster engine of validation on the other side on the paid amplification end. When we actually break that down, if I'm an early stage founder, what should I actually do? How much money should I take to spend on page?

如果你写一些内容,在播客上谈论它,看看是否有效,然后进行一些用户访谈,那会花多长时间?很好。做所有这些,但另一方面,在付费放大端,你有一个更快的验证引擎。当我们实际分解时,如果我是早期创始人,我到底应该做什么?我应该花多少钱在付费上?

Should I do it on one channel versus 10 channels? If I'm an early stage company, I don't have mega budget. What do I actually do?

我应该在一个渠道还是十个渠道上做?如果我是早期公司,我没有巨额预算。我到底该怎么做?

Yeah. So, I mean, I would say it's it's definitely start with what I say is the the core two. Uh, so like I say there's the core three of any acquisition engine. You have met Google and life cycle. And obviously like your site and all the rest is is in the middle. uh because you have your uh strong video intent platforms both in meta and like YouTube ads. You have the search intent of like people not knowing your product exists but they're searching for something right via the keywords.

是的。所以,我的意思是,我会说肯定从核心两个开始。就像我说的,任何获客引擎都有核心三个。你有Meta、Google和生命周期。显然,你的网站和其他一切都在中间。因为你在Meta和YouTube广告上有强大的视频意图平台。你有搜索意图,比如人们不知道你的产品存在,但他们通过关键词搜索某些东西。

And then uh I add in life cycle as well because if you don't have a net to like nudge people and show up in the right place, email, SMS, whatever it is, push if you have an app, um you want those three three things spun up because you can scale to your first million 10 million ARR just off of those three things. Um, and then obviously, you know, you're you're you're investing into the site, you're investing into founderled content.

然后我还加入生命周期,因为如果你没有一张网来推动人们并在正确的地方出现,比如电子邮件、短信,无论什么,如果你有应用程序,推送通知,你需要启动这三样东西,因为你可以仅凭这三样东西扩展到你的第一个百万、一千万年度经常性收入(ARR)。然后显然,你在投资网站,投资创始人主导的内容。

There's like the other things in there, but in paid, just focus on meta and Google and you'll totally be fine. Everyone's like, "Oh, we have to do TikTok and Reddit." Like there comes a time and place to add in a million things because in the same way that like uh a lot of people get lost with agents is they like start doing a million things with agents and they do them all poorly. It's the same thing here, right? If you do a million channels and you do them all poorly, it's not going to help you out.

还有其他东西,但在付费方面,只需专注于Meta和Google,你完全没问题。每个人都像,“哦,我们必须做TikTok和Reddit。”但添加无数东西是有时间和地点的,因为就像很多人对代理(agent)迷失方向一样,他们开始用代理做无数事情,但都做得很差。这里也一样,对吧?如果你做无数渠道,但都做得很差,那对你没有帮助。

Okay. So, we have Ma, we have Google, we have Life Cycle, and we start spending, I don't know, let's just put a hundred grand down there. Let's say we've raised a if we raised a $3 million seed round, is 100 grand fair.

好的。那么,我们有Ma,有Google,有Life Cycle,然后我们开始花钱,我不知道,我们就在那里放10万美元吧。假设我们筹集了,如果我们筹集了300万美元的种子轮,10万美元是合理的。

Yeah. I mean, I I think it depends on like your average revenue per user in the unit economics, right? Because it depends how long is your funnel, what what is that 100K going to give you, right? I think that's uh but usually I'd say like yeah if you raise let's say 3 to 5 million that's like a good start budget to essentially validate that we put money people are going to actually want my product.

是的。我的意思是,我认为这取决于你的单位经济中的每用户平均收入,对吧?因为这取决于你的漏斗有多长,那10万美元能给你带来什么,对吧?我认为那是,但通常我会说,是的,如果你筹集了比如说300万到500万美元,那基本上是一个很好的启动预算,用来验证我们投入资金后人们是否真的会想要我的产品。

What should we be looking for then? We have 100k and we put it across matter and Google I should say those two. What is a sign that it is working versus not workin

那我们该看些什么呢?我们有10万美元,把它分配到Ma和Google上,我应该说这两个。什么迹象表明它有效,什么迹象表明它无效?

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