How do you think this changes depending on the business model. Ex: Module Based, Consumption, Per Seat licenses etc.?
The seat expansion is obviously a great driver of upsell when things are good but when tough times hit, NRR can quickly drop. Whereas it is tougher to add new modules but likely harder to remove/drop entirely.
Interesting article - coincides with what we see out there as well
FYI: we run a substack (https://resources.thrivestack.ai) and some of our guests mentioned about this post.
Quick question:
Do you see any evidence of Product-Led GTM reducing CAC Payback and/or reducing S&M spend?
Where PLG model makes a lot of sense, yes. See a lot of forced PLG where it makes it worse tho
How do you think this changes depending on the business model. Ex: Module Based, Consumption, Per Seat licenses etc.?
The seat expansion is obviously a great driver of upsell when things are good but when tough times hit, NRR can quickly drop. Whereas it is tougher to add new modules but likely harder to remove/drop entirely.
Some things are stickier than others but over time churn is coming for everyone. Some will just be hit harder than others