337 Bill Cushard How to build your SaaS customer education annual plan

Helping Sells Radio

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2y ago 1:02:33

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In this episode of Helping Sells Radio, we share a recording of a webinar we did about how software company customer education teams should build annual plans and learn to forecast instead of asking for a budget. Forecasting is a critical capability to learn, especially as your company prepares for possible IPO. Forecasting is a way to create your plan and then go after your plan.

A budget is a license to spend. You don't want to be a spender. You want to be a forecaster. You gotta get good at this. And just to add, I did an episode with Debbie Smith who runs Smartsheet University, which is an excellent companion episode. So if you haven't listened to Debbie's episode go get it. Episode 327. She runs customer education as a P&L. She has to plan and forecast.

Be like Debbie.

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