Best Net Revenue Retention Podcasts (2025)

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How embedded payments growth can drive 135% net revenue retention with Kevin Lee 28:43

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12d ago28:43

28:43

What does it take to grow a SaaS company from pre-revenue to market leader or scale to a successful exit? Kevin Lee has been a software and payments leader for more than 25 years and his track record includes multiple successful exits. He joins host Joshua Silver to discuss the the rise of embedded fintech, how the strongest SaaS companies are appr…

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Swallow the frog and become the system of record with Luke Sophinos 29:19

5d ago29:19

29:19

Will AI erode vertical SaaS? How can vertical software companies win market share when enterprise customers can use AI to build their own systems? Vertical software founder, CEO, and investor Luke Sophinos joined Rainforest VP of Revenue Aaron Steinberg to discuss the future of vertical SaaS. They covered: Why focusing on just one or two core value…

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User experience eats everything (including low cost competitors) with Bob Butler 24:25

19d ago24:25

24:25

How can a vertical SaaS company become THE operating system for their industry? Fintech board member, investor, and advisor Bob Butler joins Rainforest VP of Payments Becky Kopplin to discuss how vertical software companies become the system of record with robust vertical workflows and embedded fintech. They covered: One thing Bob would do differen…

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How robust quoting and invoicing features helped ProLine drive payments adoption with AJ Briley 18:05

26d ago18:05

18:05

One of the biggest challenges for software companies launching embedded payments is adoption. How do you get customers to use embedded payments? Roofing CRM platform ProLine didn't have this problem. Customers asked for payments. And, when ProLine launched their embedded payments, customers eagerly moved their payments volume to the platform. On th…

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Agentic commerce with Colin Luce and Joshua Silver 15:24

1M ago15:24

15:24

Basis Theory Co-Founder and CEO Colin Luce joins Rainforest Founder and CEO Joshua Silver to discuss the future of agentic commerce. They covered: Shopping in an AI-enabled ecosystem vs true agentic commerce How certain categories of shopping are likely to adopt AI Will agentic commerce drive more shopping (and payments volume) or make shopping mor…

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The future of payments will be tokenized (and what it means for software companies) with Colin Luce 29:00

1M ago29:00

29:00

In this episode, Basis Theory Co-Founder and CEO Colin Luce joins Rainforest Founder and CEO Joshua Silver for a deep dive on payments orchestration, tokenization, and vaulting. They discussed: The number one reason to invest in payment orchestration (hint: it's not least-cost routing) How software companies can protect their merchant onboarding da…

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Questions every software company should answer before investing in payments with Andrew Mosawi 24:11

2M ago24:11

24:11

Payments pundits tend to say things like “every software company will be a payments company”... but how should software companies really evaluate the payments opportunity? Andrew Mosawi has helped hundreds of software companies set up and scale their payments businesses, and on this episode he joins host Joshua Silver to share his key insights. The…

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Build a winning payments product by solving your customers' most painful problem with Matthew Goldman 35:16

2M ago35:16

35:16

How do you build and launch an embedded payments product that delights your customers, boosts retention, and grows your core business? The answer might surprise you. Product and strategy consultant Matthew Goldman of Totavi joins host Becky Kopplin to share product strategy for software companies adding or optimizing embedded fintech. They explore:…

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The fight against fraud starts with mindset (not technology) with Dwayne Gefferie 32:34

2M ago32:34

32:34

Fraudsters are evolving fast. How can software platforms and payments providers stay ahead? On the latest episode of The Payments Strategy Show, Dwayne Gefferie and Joshua Silver discussed the answers to this question and many more. Dwayne is known for his contrarian perspectives and deep expertise in payments data and risk management, so this epis…

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How vertical SaaS platforms are reducing embedded payments cost by 30 bps (or more!) with Max Jewell 24:57

2M ago24:57

24:57

The biggest opportunity for SaaS companies to reduce embedded payments cost usually isn’t negotiating a lower fee with the payment provider. It’s optimizing interchange. In this episode, payments supply chain expert Max Jewell explains how interchange fees are determined, where SaaS companies might be able to qualify for better rates, and what to l…

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How modern vSaaS companies are eating incumbents for lunch with Ari Myers 21:06

3M ago21:06

21:06

Vertical SaaS is bifurcating into two distinct approaches – and one approach will dominate. Joshua Silver (Founder & CEO of Rainforest) is joined by Ari Myers, Head of Commercial Strategy at Kanmon, to talk about the synergy between embedded payments and embedded lending, why the next generation of SaaS platforms will need to be fintech-first to st…

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3 secrets to a successful merchant migration with Becky Kopplin 22:51

3M ago22:51

22:51

Merchant migrations can be a significant barrier for SaaS companies changing payment providers -- especially if there's concern about merchant pushback or churn. Wouldn’t it be great if we could get advice from someone who has led dozens of successful migrations impacting many thousands of merchants? This person is Becky Kopplin (VP of Payments at …

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Increase payments adoption and reduce churn by optimizing for user experience with Joseph Solomon 25:09

3M ago25:09

25:09

As customers, why do we enjoy interacting with some software and dread others? And how can SaaS companies create that feeling of joy in an embedded payments product? Payments UX expert Joseph Solomon of WDIR joins us on the Payments Strategy Show to answer these questions and more. We covered: One critical UX touchpoint with a disproportionate impa…

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Managing complexity and risk to create a successful payments strategy with Nikita Skitev 30:06

3M ago30:06

30:06

With payments technology getting more and more complicated -- and fraud evolving at a similar rate -- how can SaaS companies build a winning payments strategy in a rapidly changing payments industry? Nikita Skitev of Payments Strategist joins host Joshua Silver to discuss this question and much more. They covered: The best way to learn about paymen…

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Instant onboarding, long-tail payment methods, and other shiny objects to avoid with Joshua Silver 23:55

3M ago23:55

23:55

One of the biggest mistakes for vertical SaaS companies when it comes to payments is taking on too much. Too much risk and compliance responsibility, too much technical complexity, or too many features that add more confusion than value. In this episode, Becky Kopplin interviews Joshua Silver about exactly what SaaS companies must prioritize in a h…

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Why 85% of SaaS payment offerings underperform -- and how to get it right with Brian Abernethy 24:52

4M ago24:52

24:52

With so many SaaS companies embracing payments, why do only 10-15% achieve the expected financial results? Brian Abernethy of Utopaya joins host Joshua Silver on this episode to examine what separates the winners from the rest of the pack. They explore: One huge mistake SaaS companies make when choosing a payments provider, and how to avoid it Spec…

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Matt Brown's journey from SaaS operator to VC and the rise of embedded financial products in SaaS 25:32

4M ago25:32

25:32

Why are some SaaS companies able to generate more than half of their revenue from payments, while others struggle to get customers to use the payments feature? Matt Brown of Matrix Partners shares his lessons learned from building fintech into the vertical SaaS platform at Bonsai and working closely with top SaaS and fintech leaders as a VC investo…

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Maximizing revenue at the intersection of SaaS and payments with Ali Mast 24:03

4M ago24:03

24:03

How do software companies transform payments from a bolt-on feature to a thriving profit center? In today's episode of The Payments Strategy Show, Ali Mast of Parachute Advisory shares her experience from a career at the intersection of SaaS and payments, and what she learned from embedding payments in 40+ software platforms. Why SaaS and payments …

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Tony Caudill's lessons from two vertical SaaS companies and an acquisition 27:40

4M ago27:40

27:40

Tony Caudill shares insights from building a church membership engagement app and an all-in-one financial management platform for youth sports clubs, emphasizing how to choose the right payments provider, create a winning merchant experience, and drive adoption. How integrated payments helped Tony's first SaaS business get acquired Four different a…

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Customer Success Challenges While Scaling Up W/ Parul Bhandari 29:00

6M ago29:00

29:00

Have you ever wondered what challenges customer success managers (CSMs) face, especially when companies focus solely on sales? In this episode, we dive into one of the biggest issues CSMs encounter – the early lack of focus on essential business fundamentals.In this episode, we’re joined by Parul Bhandari, an experienced customer success leader, wh…

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The 3 Step ‘Go-To’ Clinic Hiring System For Finding Great ‘Go-To’ Private Practice Therapists 13:06

6M ago13:06

13:06

In this episode of the GoToPhysio podcast, Dave O'Sullivan discusses the three-step hiring process essential for clinic owners seeking true freedom through great staff. He emphasizes the importance of a structured approach to hiring, which includes a phone interview, a Zoom interview, and an in-person interview. Each step is designed to assess cand…

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How To Install Packages Of Care Without Feeling Salesy 19:50

6M ago19:50

19:50

In this episode of the GoToPhysio podcast, Dave O'Sullivan discusses the implementation of packages of care in a clinical setting without feeling salesy. He emphasizes the importance of understanding patient value outcomes, empowering patients to co-create their care plans, and ensuring that every session has a clear plan. The conversation highligh…

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How To Use Numbers The Right Way To Improve Your Therapists Performance 20:50

7M ago20:50

20:50

In this episode of the GoToPhysio podcast, Dave O'Sullivan discusses the importance of using performance metrics effectively to enhance therapist accountability and improve patient outcomes. He emphasizes the need to identify therapist willingness, implement patient-defined value outcomes, and understand the patient journey. O'Sullivan also highlig…

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How To NATURALLY Increase Your Therapists Reviews And Referrals 14:58

7M ago14:58

14:58

In this episode of the GoToPhysio podcast, Dave O'Sullivan discusses how to naturally increase therapist reviews and referrals by focusing on patient value and expectations. He emphasizes the importance of aligning treatment plans with what patients perceive as valuable and setting clear expectations from the first session. The conversation outline…

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How To Use Net Promoter Score To Improve Your Therapists Performance And Your Clinic Standards 11:26

7M ago11:26

11:26

In this episode of the GoToPhysio podcast, Dave O'Sullivan discusses the implementation and benefits of the Net Promoter Score (NPS) in clinic management. He explains how NPS can enhance therapist performance and clinical standards by categorizing patient feedback into promoters, pacifiers, and detractors. The episode emphasizes the importance of t…

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The Three Main Growth Levers In Private Practice For A Sustainable ‘Go-To’ Clinic 23:26

7M ago23:26

23:26

In this episode of the GoToPhysio podcast, Dave O'Sullivan discusses the three main growth levers essential for building a sustainable private practice. He emphasizes the importance of maximizing customer lifetime value, improving sales conversions, and optimizing marketing channels. The conversation highlights the need for realistic budgeting base…

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How To Improve Your Therapists Patient Visit Average Ethically 18:53

7M ago18:53

18:53

In this episode, Dave O'Sullivan discusses the importance of improving the patient visit average (PVA) in physiotherapy practices. He explains how to calculate PVA, its significance in clinic metrics, and the various factors that influence it, including patient engagement, therapist performance, and the use of packages of care. The conversation emp…

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How To Track And Improve Your Therapists Drop Off / Cancelled Did Not Rebook Rates 22:07

7M ago22:07

22:07

In this episode of the GoToPhysio podcast, Dave O'Sullivan discusses strategies to improve therapist drop off rates and cancellation percentages. He emphasizes the importance of understanding metrics related to patient engagement and the patient journey. The conversation covers the significance of patient value outcomes, the stages of the patient j…

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How To Improve Your Therapists Packages Of Care Conversions 21:50

7M ago21:50

21:50

Summary In this episode, Dave O'Sullivan discusses how to ethically sell packages of care in a therapy setting. He emphasizes the importance of building trust with patients, understanding their needs, and presenting treatment plans that align with their goals. The conversation covers the stages of patient engagement, the significance of clinical sy…

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How To Create A Positive Impact As A Customer Success Manager w/ Jeff Mar 29:09

7M ago29:09

29:09

How do you make meaningful connections in customer success? Do you really need a mentor, and if so, how do you find one? We answer all these questions in this exciting episode of our podcast!Join us as we sit down with Jeff Mar, co-author of an insightful book on customer success. In our conversation, Jeff shares his journey in the industry, his ex…

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How To Improve Your Therapists Initial Assessment Rebook Rate 29:16

7M ago29:16

29:16

Summary In this episode of the GoToPhysio podcast, Dave O'Sullivan discusses the critical importance of improving the initial assessment rebook rate (IA Rebook Rate) for therapists. He emphasizes that this metric is a key indicator of patient engagement and clinic success. The conversation covers various strategies to enhance the IA Rebook Rate, in…

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Tactics To Decrease Churn And Expand Revenue w/ Peter Armaly 32:03

7M ago32:03

32:03

In the 20th episode of Scale Tale, Mausmi Ambastha is joined by customer success expert Peter Armaly for a deep dive into the true essence of CS leadership.Why should you tune in? ✅ Peter shares insights on the must-have skills for CS leaders✅ Walk away with actionable strategies to level up your CS leadership✅ Learn how to motivate your team to go…

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Can Advocacy Generate Revenue w/ Christian Jakenfelds 31:36

7M ago31:36

31:36

No doubt about the fact that Net Revenue Retention (NRR) is vital, but it overlooks a crucial aspect of customer value: advocacy. Imagine a customer so thrilled with your product that they enthusiastically refer others. Despite this, customer success teams often don’t get the recognition they deserve for this kind of advocacy-driven growth. Even if…

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How To Create A Self Managing Therapists In Your Private Practice 27:45

7M ago27:45

27:45

summary In this episode, Dave O'Sullivan discusses the importance of creating self-managing therapists in private practice. He emphasizes the need for clinic owners to empower their therapists with the right tools, knowledge, and a supportive culture that prioritizes patient value outcomes. The conversation covers the significance of having high-wi…

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Ethically Double Your Profits Without Needing More New Patients With The ‘Go-To’ Clinic Head Physio Dashboard 28:10

8M ago28:10

28:10

Summary In this episode of the GoToPhysio podcast, Dave O'Sullivan discusses strategies for clinic owners to ethically double their profits without needing to acquire new patients. He emphasizes the importance of defining success, understanding financial metrics, and optimizing the patient journey. By leveraging patient value outcomes and focusing …

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The 'Go-To' Clinic Patient Journey: 6 Stages to Predictable Reviews & Referrals 26:46

8M ago26:46

26:46

Summary In this episode of the GoToPhysio podcast, Dave O'Sullivan discusses the GoToClinic patient journey, outlining a six-stage framework designed to enhance patient engagement, improve therapy outcomes, and increase referrals. Each stage is critical for ensuring patients progress through their treatment effectively, from initial buy-in to achie…

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Building A 'Go-To' Clinic: The Head Physio Dashboard: Essential Metrics for Clinical Success 21:01

8M ago21:01

21:01

In this episode of the ‘Go-To’ Physio podcast, Dave O'Sullivan discusses the ‘Go-To’ Clinic Head Physio dashboard and the essential metrics for achieving clinical success. He emphasises the importance of understanding and utilising numbers to improve clinic performance, patient outcomes, and profitability. The conversation covers key metrics, the p…

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Building A 'Go-To' Clinic: Creating A ‘Patient Defined Value Outcomes’ Clinic Culture 19:25

9M ago19:25

19:25

Summary In this episode of the ‘Go-To’ Physio podcast, Dave O'Sullivan discusses the importance of embracing a patient defined value-based outcomes culture in clinics. He emphasises the need for clinic owners and therapists to understand and prioritise patient expectations and perceived value over internal clinical outcomes. By focusing on how pati…

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Building A ‘Go-To’ Clinic: From Burnt Out To Finally Gaining Freedom 21:25

9M ago21:25

21:25

Summary In this episode, David O'Sullivan interviews Liz Cummins, a physical therapist and clinic owner of Enhanced Motion, about her journey from starting out in her career to successfully running her own clinic. They discuss the challenges and fears Liz faced when transitioning to full-time private practice, the importance of hiring staff, and ho…

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Building A 'Go-To' Clinic: 6 Head Physio Milestones to Solve Complex Cases And Generate Referrals 54:28

10M ago54:28

54:28

This episode of the ‘Go-To’ Physio podcast focuses on the six head physio milestones that help solve complex cases and consistently generate reviews and referrals. The head physio systems are crucial for clinic owners to achieve true freedom and protect the reputation of their clinic. The head physio systems are responsible for the profit engine of…

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Building A 'Go-To' Clinic: From Burnout To Balance 35:02

10M ago35:02

35:02

This episode of the ‘Go-To’ Physio podcast focuses on building a ‘Go-To’ Clinic that provides true freedom for clinic owners. The hosts, Dave O'Sullivan and Paddy Mulligan, discuss the importance of having a clear vision, understanding how time is spent, and setting goals. They emphasise the need for numbers, people, and systems to achieve freedom.…

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Buillding A 'Go-To' Clinic: Creating A Clinic Culture That Attracts And Retains Top Therapists 34:07

10M ago34:07

34:07

In this episode, Dave and Paddy discuss the importance of creating a clinic culture that attracts and retains top therapists. They emphasise the need to hire based on core values and the importance of good people skills in therapists. They also highlight the six components of culture: company vision, company values, beliefs, communication, accounta…

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Building A ‘Go-To’ Clinic: Knowing When It's Time: Signs You're Ready to Hire Your First (Or Next) Team Member 30:14

11M ago30:14

30:14

In this episode Dave O'Sullivan and Paddy Mulligan discuss the signs that indicate it's time to hire your first or next team member in your clinic. They emphasise the importance of knowing your numbers, understanding your gross profit, and having a clear vision for your clinic. They also highlight the need for systems and proper onboarding when bri…

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Building A 'Go-To' Clinic: 3 Skills I Wish I Knew Starting Out As A Clinic Owner 24:14

11M ago24:14

24:14

In this episode, Dave and Paddy discuss the three skills they wish they knew when starting their clinics. The first skill is having a vivid vision for the clinic, which helps to stay on track and set milestones for growth. The second skill is understanding the importance of the customer journey and creating a great customer experience. The third sk…

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Building A 'Go-To' Clinic: 2 Most Important Numbers Clinic Owners Need To Know For True Freedom 27:39

11M ago27:39

27:39

In this episode, Dave O'Sullivan and Paddy Mulligan discuss the two most important numbers that clinic owners need to know in order to gain true freedom. The first number is the 'money now' number, which is the amount of money needed to live comfortably and achieve success in the present moment. The second number is the 'financial freedom' number, …

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Is Customer Success Becoming Sales? w/ Jason Noble 34:11

11M ago34:11

34:11

Despite Customer Success function being the key to customer retention and business growth, it has often been looked upon as a cost center. With efforts to commercialise customer success, the narrative turning Customer Success into Sales comes into the picture. Jason Noble, VP Global Customer Success at Vinli and the co-host of "The Jasons Take On" …

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Building A Go-To Clinic: The Biggest Mistake Clinic Owners Make That Causes Burnout And Zero Profits 26:18

11M ago26:18

26:18

Summary In this episode, Dave O'Sullivan and Paddy Mulligan discuss the biggest mistake clinic owners make, which is allowing their business to consume their life. They emphasize the importance of defining success based on how you want to feel on a daily basis, rather than focusing solely on achievements. They also discuss the need to hire and mana…

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Building A ‘Go-To’ Clinic: 3 Hidden Traps That Almost Derailed My Clinic Purchase 33:16

11M ago33:16

33:16

In this episode, Dave O'Sullivan and Paddy Mulligan, Head Business Coach in the ‘Go-To’ Clinic Mentorship program discuss the importance of having a clear vision, financial accounts in order, cash flow management, and a growing clinic with undeniable proof on the P&L and balance sheet. They emphasize the need for a vision document that outlines the…

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Understanding Escalation Management with Parker Chase Corwin 37:53

1y ago37:53

37:53

Despite our best efforts at keeping our customers at ease, it may so happen that the customers may not be fully delighted. Understanding, managing, and fulfilling customer expectations needs our proactive approach as CSMs. In this episode, Parker Chase-Corwin joins Mausmi Ambastha, our host to discuss one of the most critical aspects of customer ma…

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Revenue-centric customer success culture w/ Maranda Dziekonski 34:31

1y ago34:31

34:31

CS is evolving, with a push towards revenue. While focusing on nurturing the customer relationship, CSMs are now tasked with making sales.Balancing the art of creating an excellent customer experience along with revenue generation is a herculean task. Maranda Dziekonski, SVP, CS & Ops at Datasembly, joins Mausmi Ambastha,on this episode of the Scal…