The Vertical SaaS GTM Playbook
Going multi-product is the fastest way for vertical SaaS companies to grow ACV and retention, if done correctly. In this episode, Ershad Jamil (former CGO @ ServiceTitan) breaks down how his team evolved from a single platform to a portfolio of revenue drivers, including embedded payments, marketing automation, product catalog, and an early AI receptionist - scaling add-ons from $0 to $100M+ ARR in under five years. He walks through how to identify “share of wallet” opportunities, time the first add-on, and stand up a tiger team to ship an MVP without derailing core product. We get concrete on build vs. partner vs. buy, product packaging, and why CSM-led upsells often stall. Ershad also shares where teams go wrong, like choosing the wrong fintech partner or misforecasting adoption, and how to set the right KPIs so the motion compounds rather than distracts. KEY TAKEAWAYS 1. Start with share of wallet. Pull customer P&Ls, run surveys/webinars, and map where your users already spend (payments, financing, marketing, telecom, fleet). 2. Stand up a tiger team. One PM, 1–2 engineers, and a part-time GTM owner can ship an MVP and de-risk without detracting from core product. 3. Partner first on complex offerings. For payments, financing, and payroll, the right partner beats building from scratch. 4. Sell at the right moment. Activate payments during implementation to cement workflows; sell marketing automation once the customer is activated. 5. Don’t let CSMs carry upsells. Use commercially oriented AEs/SDRs for upsells and cross-sells, keep incentives and ownership aligned.
4 episodes
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