Dan Saavedra

Helping service firms see themselves clearly, see what's coming, and grow with the people they serve.

[Dan Saavedra @dansaavedrajr]

Clarity and focus is what I’m going for in 2024.

Feeing some big tailwinds and these will be our sails.

[Dan Saavedra @dansaavedrajr]

5 Benefits of Using HubSpot WorkFlows #hubspot #revops

[Dan Saavedra @dansaavedrajr]

Your forecast is only as honest as your quietest deal.

Not because anyone is lying. Because a lot of prospects never say no. They just stop replying.

So the deal sits there. Still "in proposal." Still counted. Months later it's still propping up a number everyone privately knows is soft.

Then someone starts a side spreadsheet because the system feels cluttered. Now there are two versions of the truth, and the one on the side is the one people actually believe.

That's how a forecast turns into a finger in the wind.

The fix usually isn't more fields or a new tool. It's a few honest agreements:

What has to be true for a deal to sit in this stage.
How long a quiet deal lives before someone calls it.
Who owns keeping it clean.

Boring? Completely.

But boring is what lets you walk into a partner meeting without rehearsing your excuses.

How long does a quiet deal live in your pipeline before someone calls it?

[Dan Saavedra @dansaavedrajr]

This video emphasizes strategies to reduce customer acquisition costs. #hubspot #revops

[Dan Saavedra @dansaavedrajr]

Bad data is worse than no data.

An ops leader at an agency said that to me, and I haven't been able to shake it.

With no data, you know you're guessing. You ask around. You stay humble about the number.

With bad data, you feel confident. You hire off it. You tell your partners the quarter looks fine.

Then it doesn't.

Most leadership teams I talk to don't have a data problem. They have a trust problem. The numbers are in there somewhere, but nobody believes them enough to make a real decision.

So the decisions get made the old way. Gut, memory, and whoever spoke last in the meeting.

That isn't a software problem. It's a leadership one. And it's fixable.

What's the one number in your firm you've quietly stopped trusting?

[Dan Saavedra @dansaavedrajr]

@retirementkeys Real. Appreciate the example. Immediately made me think of a couple things

[Dan Saavedra @dansaavedrajr]

Use the app to easily add business card contacts to your CRM #hubspot #revops

[Dan Saavedra @dansaavedrajr]

If you run a services firm and your core offer is getting squeezed by AI (lower prices, longer cycles, more losses), some of that is real. For some work, AI just gets better, more measurable results.

The old team-and-agency model with a generic offer has had a rough few months.

The fix isn't fighting AI. It's raising revenue per head. Use the new tools, reposition your offers, and change how you deliver them.

[Dan Saavedra @dansaavedrajr]

The future of white collar really will be fewer smart humans controlling an army of agents

[Dan Saavedra @dansaavedrajr]

Treating Customer Journey Attribution like a Forensic Analyst #hubspot #revops

[Dan Saavedra @dansaavedrajr]

@SahilBloom Life is a mirror

[Dan Saavedra @dansaavedrajr]

@thejustinwelsh Might have to do with all the responsibility landing in them once they’re in business on their own. Much more direct look in the mirror that you have to face each day compared to a job.

[Dan Saavedra @dansaavedrajr]

And it’s only getting harder for agencies as each month goes by

[Dan Mall @danmall]

I went through 193 registrations for the free outreach workshop I ran yesterday.

121 run agencies doing 6-figures or more. For 89 of those 121, this was the biggest thing holding them back:

Pipeline.

That’s more than sales, scaling, positioning, and pricing combined.

The written answers sound the same:

“We’ve lived off referrals for years.”
“Most of our work comes from word of mouth.”
“It’s drying up.”

They treat referrals like a farm that runs on rainfall. Rain is great when it happens but you can’t schedule it. So the whole business rides on lucky—or unlucky—weather.

Most agency owners only send outreach when revenue dips. Then they stop when it spikes.

The fix is boring math. Send 10 outreach messages a day. If you spend 6 minutes on each, that’s only an hour/day. That’s 2,000 inboxes you can find yourself in, whether you’re busy or not.

When’s the last time you sent a pitch while you were busy?

[Dan Saavedra @dansaavedrajr]

Next on the list for our @bot grocery setup: tell it the meals we want for the week.

It looks up the recipes, builds the cart, and gets everything sent to our door.

We haven't set that part up yet, but it's clearly possible.

[Dan Saavedra @dansaavedrajr]

Tie marketing back to business revenue without hours in spreadsheets #hubspot #revops

[Dan Saavedra @dansaavedrajr]

@heyblake NO PLACE IS A SAFE REFUGE FOR B2B

[Dan Saavedra @dansaavedrajr]

Alpha will be there for a few months until buyers get savvy to the automation of “human touch”

Trust crisis acclerating

[William Lindholm🎂 @daymakerguy]

F your AI b2b SaaS.
We just launched Palantir for booking meetings.

The last 14 days, companies like @MonacoGTM , @Nowadaysai, @Rippling , @salesforce , @marketercom, @posthog , and @retellai spent $100k+ with us on literal cakes.

From today, Daymaker finds your prospects, reads their entire digital footprint, buys the one gift that makes their day, and gets you the meeting.

Comment your name and I'll reply with everything Daymaker finds on you and the gift it would send you. If you dare. 🎁

[Dan Saavedra @dansaavedrajr]

@dom__inic For sure, already see it happening to a degree like you’re saying. Not a blue ocean any more

[Dan Saavedra @dansaavedrajr]

Consulting will consolidate heavily but will never be gone. Different shape, but will still the there.

[dom @dom__inic]

AI-native services firms will handle front office work, vertical AI products will handle back-office work, other business models (consulting, horizontal software, etc) will die off or get consolidated