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JD Miller PhD quoted in Money Magazine regarding career leverage and salary negotiation.

Strategic Resilience: Pivoting to Install Base Revenue for Sustainable Growth

commentary on the article

Is a Shift to Install Base Key to 2025 Success?

originally published in

Revenue Magazine

Executive Summary

Public SaaS companies posted 17% average year-over-year growth last quarter — a number that sounds fine until you know it was 36% at the end of 2021, and it's been sliding every quarter since (the data's from BenchSites, not a guess). New logo acquisition is getting harder, and boards feel it.

The instinct when new logos slow down is to lean on the install base — existing customers convert faster and cost less to serve. That's real, but it's also the kind of pivot that invites a hard question in the next board meeting: what changed in the last 90 days that you didn't know three months ago when you signed off on this year's plan?

The answer isn't to avoid the pivot. It's to walk in with the case already built: multi-year contract terms, pre-negotiated price increases, net revenue retention numbers that show the strategy working, and a straight answer for how you get back to new-logo growth once the market turns. Boards don't punish a change in strategy. They punish being surprised by one.

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