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The SaaS Podcast (SaaS Club)

2 resources from The SaaS Podcast (SaaS Club) we point founders to, and the questions each answers.

🎧 Podcast
✓ Link checked Free Intermediate

Why we picked it This is an operator being honest about the exact trap in your question: you win your first segment, then find the second one is far harder than it looked. Holdsworth built Hint inside direct primary care and openly admits that when they reached for adjacent segments like urgent care and specialty practices, the community trust and inbound engine that took years to build did not transfer. It is a good reality check that the moat that won segment one can make segment two slower, not faster.

Vertical SaaS: 80 Doctors to 1,000 Customers (Zak Holdsworth, Hint Health)

On The SaaS Podcast (SaaS Club) by Omer Khan (host), with Zak Holdsworth

  • Founders underestimate how much of their first-segment success came from years of trust and referrals that do not copy over to a new segment
  • Moving to a new segment often means rebuilding outbound sales from scratch because the inbound flywheel is segment-specific
  • Frame the next segment as a deliberate critical-path bet, not a grab for extra revenue whenever a deal appears
Open saasclub.io
🎧 Podcast
✓ Link checked Free Beginner

Why we picked it A founder-voice conversation, not a metrics lecture, on why a pretty LTV:CAC ratio can still sink you if the cash takes years to come back. Paul Orlando (author of Growth Units) makes the case for modeling LTV as a stream of cash flows so you can see the real payback moment, and for breaking CAC out by channel instead of trusting one blended number. It is a good starting point for hearing how experienced founders reason about payback before they obsess over the ratio.

How to Calculate CAC, LTV, Retention and Churn (Startups Unplugged with Paul Orlando)

On The SaaS Podcast (SaaS Club) by Omer Khan (host), Paul Orlando (guest)

  • A strong ratio is worthless if payback takes years, because you can go out of business waiting to recoup the spend.
  • Treat the 1:3 CAC to LTV figure as a starting benchmark, not a rule, and break CAC down by channel since channels scale differently.
  • Model LTV as cash flows over time, not a single static number, so you can see when acquisition cost is actually recovered.
Open saasclub.io