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Edition #510, 27-Mar-2026
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Some problems look simple at first glance. That is, until you really get into it.
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Take calculating MRR. It sounds easy: the sum of subscription revenue in the month. But factor in annual plans, taxes, discounts, and refunds across different billing systems and things get messy fast. What seemed like a simple math problem leads you to reviewing how your invoices are structured and what your data really means.
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This week, we’re sharing the story of a customer who set out to solve what seemed like an easy problem, and stuck with it to get it right.
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Nick Franklin
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Founder & CEO
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How OneVision turned QuickBooks data into real SaaS metrics
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Transforming accounting data into a subscription-ready structure is a rigorous process, but OneVision's commitment to data accuracy means they now have clear visibility into churn, retention, and performance across different customer groups.
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"When you're proving to the world that you're a modern recurring revenue company, the details really matter."
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The GTM mistake that kills more startups than bad products
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B2B GTM effectiveness has dropped from 78% in 2018 to 47% in 2025, often due to a mismatch between GTM motion and business economics. How can businesses decide on a GTM strategy? This article reviews the five primary motions, the formula to commit to one, and which channels are working in 2026.
</p>
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"Your ACV is your GTM compass. It tells you how you should sell, who should sell it, how long you can afford for a deal to take, and what kind of customer success motion you can sustain."
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AI to ROI metric: Proactive Intervention Rate
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How can Customer Success teams measure the effectiveness of AI tools? This metric tracks how often AI spots and acts on customer issues, risks, or opportunities before they need to ask for help. Learn more about its calculation and benchmark your team's performance.
</p>
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“Increasing the Proactive Intervention Rate from 20% to 60% means CS spends the majority of its time driving value and preventing issues rather than firefighting."
</em>
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Control your AEO with your website
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Declining organic traffic can make it feel like the website itself no longer matters. In fact, the opposite is true: LLMs are using your website to explain exactly what your product does, who it’s for, and what makes it different. The brands getting more credit in AI-generated answers are getting more buyers via direct traffic.
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"The website is the next step in the journey: ask AI, get an answer, buy a thing. Someone evaluating a six-figure software contract is not skipping your website."
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Chart of the week
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Industry advice we loved this week
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1
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<b>
<a style="color: inherit; text-decoration: underline;" target="_blank">
Send a meeting pre-read to orient stakeholders:
</a>
</b>
so you can skip the back-and-forth and actually make a decision.
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2
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<b>
<a style="color: inherit; text-decoration: underline;" target="_blank">
Publish longer content to get cited more often by AI:
</a>
</b>
Visibility peaks at around 1,500–1,750 words, similar to traditional SEO.
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3
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<b>
<a style="color: inherit; text-decoration: underline;" target="_blank">
Obsess over contract framework instead of price:
</a>
</b>
to allow product and pricing to evolve and avoid building commercial debt.
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3 days ago - nfranklin@chartmogul.com
🚀 SaaS Roundup: Simple on paper. Not in practice.
Edition #510, 27-Mar-2026 Subscribe Some problems look simple at first glance. That is, until you...