4/ Software subscription businesses:
1. Activation rate: The percentage of free/trial users who hit a valuable milestone in the first X days after signing up (e.g. meditate, watch a show, listen to a song, find a match, sync a folder, etc.)
2. Intensity of engagement: L7/L30
1/ A common dilemma for SaaS founders is whether to focus on individual users or teams as the primary customer. This has important implications for pricing & packaging as well as product design.
TLDR: Team plans are where the money is & where founders should focus. Here's why:
Peloton is now a $32B company.
Today's @ScreenshotEssay explores their future.
Is Peloton the Roku of Fitness, the Netflix of Fitness, or Neither?
https://screenshotessays.com/peloton