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Insights for Vertical Software Leaders

Build a Better Vertical Software Business

"Their insight comes from seeing the same challenges across  different companies and knowing what actually works."

Mark Dunlop, CEO, Positec
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Let's Get Specific: How Exactly Does Quadshift Help?
John Paterson
 | 
15
 min to read

Let's Get Specific: How Exactly Does Quadshift Help?

How Quadshift helps vertical software companies grow stronger, smarter, and faster.

What's it like being a Quadshift Company?
John Paterson
 | 
8
 min to read

What's it like being a Quadshift Company?

How Quadshift helps vertical software companies grow stronger, smarter, and faster.

Marketing

Attract More of the Right Customers.
Position your brand, build your funnel, and generate inbound leads that convert.
Quadshift's B2B Growth Grid: Here's a shortcut to prioritizing your growth efforts as a bootstrapped B2B SaaS company.
John Paterson
 | 
5
 min to read

Quadshift's B2B Growth Grid: Here's a shortcut to prioritizing your growth efforts as a bootstrapped B2B SaaS company.

A guide to using the Quadshift B2B Growth Grid to prioritize marketing efforts for bootstrapped SaaS companies, explaining when to use inbound "fishing" or outbound "hunting" strategies.

Inbound Lead Gen 101 for Vertical Market Software Companies: ICP, Keyword Research, Branding and Marketing Assets
John Paterson
 | 
12
 min to read

Inbound Lead Gen 101 for Vertical Market Software Companies: ICP, Keyword Research, Branding and Marketing Assets

Inbound Lead Gen 101 helps VMS companies lay the foundation for inbound success through ICPs, keyword research, branding, and core marketing assets that drive visibility and trust.

Inbound Lead Gen 201: Building a High-Performance Vertical Market Software Company Website
John Paterson
 | 
14
 min to read

Inbound Lead Gen 201: Building a High-Performance Vertical Market Software Company Website

Inbound Lead Gen 201 shows VMS companies how to build a conversion-friendly, SEO-optimized website. From preparation and structure to design, build, and optimization, it outlines how to create a site that attracts, converts, and scales growth.

Inbound Lead Gen 301: Sparking Inbound Momentum
John Paterson
 | 
12
 min to read

Inbound Lead Gen 301: Sparking Inbound Momentum

Inbound Lead Gen 301 guides VMS companies on sparking inbound momentum with organic tactics (SEO, reviews, content, social) and paid channels (Google Ads, review sites, trade shows).

Sales

Sales Processes & Templates
Practical, tactical guides with ready-to-use templates for B2B outreach and software demos.
B2B Cold Outreach Sales Process (Download my template w/ examples)
John Paterson
 | 
9
 min to read

B2B Cold Outreach Sales Process (Download my template w/ examples)

Step-by-step B2B cold outreach process with ready-to-use templates, scripts, and cadence calendars to help you generate leads and close deals.

Software Product Demo Process
John Paterson
 | 
10
 min to read

Software Product Demo Process

Proven 6-step software demo framework with a downloadable template to engage prospects, show value, and secure next steps.

AI

Navigating the Future with AI
Explore how artificial intelligence is helping reshape vertical software — and how to win in this new era.
5 Predictions on How AI Will Shape the Future of B2B SaaS
John Paterson
 | 
7
 min to read

5 Predictions on How AI Will Shape the Future of B2B SaaS

Discover how AI will transform B2B SaaS with natural language interfaces, increased engineering productivity, and higher user expectations. Learn why legacy software will fall further behind.

The Software CEO’s Guide to AI Outbound
John Paterson
 | 
7
 min to read

The Software CEO’s Guide to AI Outbound

AI is reshaping outbound sales. The best teams now use smart systems to handle research, scoring, and outreach so reps can focus on relationships and closing deals. This guide shows Software CEOs how to build a four-part AI stack that automates the busywork and puts people back where they win.

Principles

Think Sharper. Work Smarter.
On clarity, time, design, and the mindset behind building exceptional companies.
The science behind clear, concise communication.
John Paterson
 | 
5
 min to read

The science behind clear, concise communication.

Learn how Cognitive Load Theory and Hick's Law can make your writing more effective. Apply these psychological principles to emails, presentations, and more.

Good design is good business.
John Paterson
 | 
2
 min to read

Good design is good business.

Learn why companies that obsess over the customer succeed. Explore how design, from Amazon's logistics to McDonald's processes, fulfills core customer needs and drives long-term growth.

How are you spending your time?
John Paterson
 | 
4
 min to read

How are you spending your time?

Stop doing busywork. Learn how to step back and design your personal "machine" for maximum productivity, inspired by historical inventors and Ray Dalio's principles.

Finance

Know your Numbers. Grow your Business.
Learn about recurring revenue quality, and get control of your margins to drive profit.
4 Simple—but Powerful—Keys to Driving Higher Profits in Vertical Market Software
John Paterson
 | 
11
 min to read

4 Simple—but Powerful—Keys to Driving Higher Profits in Vertical Market Software

Quadshift’s John Paterson shares four keys for higher VMS profits: cultural frugality, vendor discipline, cleaner financials, and smarter automation/delegation.

Is your recurring revenue valuable? Here’s how to find out.
John Paterson
 | 
9
 min to read

Is your recurring revenue valuable? Here’s how to find out.

Part 1 of Quadshift’s recurring revenue series explains how to calculate SaaS metrics, track churn, and use a waterfall model to measure net revenue retention and revenue quality.

Part 2: How to analyze your SaaS/ recurring revenue metrics: churn and retention
John Paterson
 | 
12
 min to read

Part 2: How to analyze your SaaS/ recurring revenue metrics: churn and retention

This article breaks down churn and retention in SaaS, showing how to benchmark logo churn, calculate LTV, and analyze customer cohorts for deeper recurring revenue insights.‍

Part 3: The most important recurring revenue metric of all…
John Paterson
 | 
14
 min to read

Part 3: The most important recurring revenue metric of all…

This article covers Net Revenue Retention (NRR)—the top recurring revenue metric in SaaS. Discover how to calculate it, benchmark performance, and boost growth through upsells, cross-sells, and churn control.

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