The 7-Figure To Do List: 29 Tactics To Level-Up Your Business In 60 Minutes or Less

Some of these tactics may feel familiar, some stuff you're already doing, and hopefully some will be new helpful tactics.

50 Tactical Tips for Running a low stress SaaS is a related talk for more listacle-style tips.

11 growth, 7 product, 5 productivity, 8 operations

1. Qualify and route demos automatically: when you have an abundance of inbound demo requests it's useful to ask a qualifying question to see if they're worth your time to schedule a demo. If not, send them to a prerecorded demo.
2. Monitor your sending IPs & Domains: do a blacklist check on MxToolbox for your email domain and IP to check if your email has been blacklisted and set up an email alert to continue checking it.
3. Encourage annual upgrades at the right time: annual plans are great because you get cash up front. You want to pitch it to people after signup. The best time to pitch a switch to annual is the inflection point of churn after most people that will churn already have.

Hello [first name], I wanted to let you know about a way to get 2 months of product name for free. If you upgrade to our annual plan, you'llr eceive 12 months for the price of 10 (so you'll pay X for the year instead of Y).

It only takes a click and you can find the link to transition here:

4. Help yourself by helping a B2B writer: HARO connects journalists with content experts but takes a lot of work. Rob has submitted 50 pitches and only gotten 3-4 links. Help a B2B writer is more niche so higher signal:noise.
5. Consider a Google Analytics Alternative: Google Analytics is probably on its way out for GDPR compliance so sign up for something else now so when you have to switch over you have some history. Fathom is a good one that include uptime monitoring and Heap
6. Redirect domain.com/meeting to your scheduling link as a 302 temporary on SavvyCal or Calendly.
7. Keep a marketing changelog so you can debug business problems like leads going down.

8. F5bot + Google Alerts: google alerts are delayed ~12 hours. F5bot is free and scans Reddit, Hacker News, and Lobsters.
9. Segment your Churn by Price to get insights into who your best customers are. Your total churn doesn't really matter.
10. Drop your lowest plan. More on this from Rob's 2021 Microconf Europe talk.
11. Make an ask after a successful support ticket
12. Install Microsoft Clarity for heatmap tracking.
13. Enable S3 Versioning and you'll have insurance against deleting customer files.
14. Use Uptime Monitoring with something like Speedway or Fathom.
15. Track your knowledgebase searches, especially ones that don't get results.
16. Enable SPF/DKIM: check that you have the correct configuration with an SPF Record Checker.
17. Rate limit your APIs: every framework has a rate limiter (ex: flask_limiter, django_ratelimit, ruby_limiter, RateLimiter)
18. Ask why people are canceling: instead of a text box at cancel that people will ignore, send an email.

19. Use "my" text expanders: start with myadd for your address, mycal for your savvycal link, and myzoom for your zoom link. If you have an Apple device you can do this once and have the expanders across your devices.
20. Have an email label for lower priority tasks: batch process them once a week.
21. Upgrade to the Audible Annual Plan to reduce your price per book to like $9.
22. Consider async voice: 3-5 minute voice texts with something like Loom or voxer can save a meeting.
23. Speed up online videos with something like video speed controller or video speed manager.
24. Use team password management with something like LastPass.
25. Use an email alias for every SaaS account you sign up for like accounts@domain.com that multiple people can access.
26. Use privacy.com for spending management: it abstracts your credit card into virtual numbers you can use for each service you use.
27. Keep a "manual updates" list: some things can't be automated with software. Keep track of things that need to be manually updated in one central place.
28. Add a quarterly calendar event to review credit card transactions: if it's not on the calendar you won't do it.
29. Push live chat and email support into slack with something like Chatlio or AcornChat.
30. Send a monthly advisor email with high level metrics (MRR, new customers, new trials, revenue churn, total customers, and number of demos) and wins, losses, and plans

31. Have a tradition