Situation Overview

Company:- Planterbox Inc

Industry:- Plant care software

Acquisition:- SaaSafras’ a regional plant care operator in the Southeastern US.

Objective:

Maximize SaaSafras’ cumulative revenue over the next 24 months by strategically assigning 20 employees to three specific roles monthly.

Team Structure:

• I’ve inherited a team of 20 skilled employees.
• The current challenge is that these employees have been handling multiple roles (sales, account management, support), affecting productivity.
• The team is eager for specialization to improve efficiency and performance.
• Moving forward, each employee will specialize in one core role at a time, with the flexibility to switch roles at the start of any month without losing productivity.

Roles and Responsibilities:

1. New Business Acquisition:
   • Goal: Acquire new customers.
   • Impact: Directly increases the number of paying customers, thereby boosting revenue.
2. Account Management:
   • Goal: Drive revenue growth from existing customers and improve retention.
   • Impact: Enhances customer lifetime value by upselling, cross-selling, and ensuring customer satisfaction, leading to higher recurring revenue.
3. Support:
   • Goal: Solve customer problems and improve retention.
   • Impact: Reduces churn by ensuring customers’ issues are addressed promptly, contributing to sustained revenue from existing customers.

Current Metrics