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Founder Views - SaaS, Business, and Beyond
Kosta Panagoulias
99 episodes
5 hours ago
Founder Views is a podcast for SaaS builders who want real conversations, not recycled playbooks. Hosted by Kosta Panagoulias, a 2x SaaS founder, the show features in-the-trenches conversations with SaaS CEOs, operators, and experts. Each episode digs into the decisions, strategies, wins, and struggles that shape real companies - practical insights from people actively building, not theorizing. While the core focus is SaaS growth, leadership, and execution, the podcast also leaves room for broader discussions that help founders think better - whether that’s economics, technology, markets, or other big-picture business topics. If you want raw, easy-to-follow conversations with people who've actually built something, you’ll feel right at home.
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Entrepreneurship
Business,
Investing
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All content for Founder Views - SaaS, Business, and Beyond is the property of Kosta Panagoulias and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Founder Views is a podcast for SaaS builders who want real conversations, not recycled playbooks. Hosted by Kosta Panagoulias, a 2x SaaS founder, the show features in-the-trenches conversations with SaaS CEOs, operators, and experts. Each episode digs into the decisions, strategies, wins, and struggles that shape real companies - practical insights from people actively building, not theorizing. While the core focus is SaaS growth, leadership, and execution, the podcast also leaves room for broader discussions that help founders think better - whether that’s economics, technology, markets, or other big-picture business topics. If you want raw, easy-to-follow conversations with people who've actually built something, you’ll feel right at home.
Show more...
Entrepreneurship
Business,
Investing
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Luca Micheli: The AI Pivot That Took Customerly From $100K to $1M ARR
Founder Views - SaaS, Business, and Beyond
1 hour 8 minutes
1 day ago
Luca Micheli: The AI Pivot That Took Customerly From $100K to $1M ARR

Six years after his first appearance on Founder Views, Luca is back with the real story of how AI forced a full business model and go-to-market shift.

Customerly went from a seat-based, product-led support platform for small SaaS teams to an AI-first customer service engine selling into mid-market and enterprise, where volume and ROI are obvious.

In this episode we get into:

  • The AI pivot: why they refused to build “old-school chatbots,” and how ChatGPT changed what was possible
  • Quality metrics that matter: error rate, confidence thresholds, escalation triggers, and why AI CSAT can be higher than humans
  • What actually trains a good AI agent: knowledge base structure, what not to upload, and how hallucinations happen in the real world
  • Automation outcomes: average ticket closure rates, what drives 80%+ vs 40–50%, and how teams improve over time
  • Enterprise GTM shift: moving from product-led to sales-led, filtering signups, longer cycles, bigger ACV
  • Outbound reality: why the agency failed, what changed when they built outbound internally, and the tooling stack (Clay, Apollo, Lemlist, Pipedrive)
  • Founder sales lessons: Challenger Sale thinking and why founders still need to own sales early

The Arena
The Arena is a private Skool community for SaaS founders who are actively building and selling. I share real-time decisions, experiments, and assets as I use them while growing a bootstrapped SaaS.

No theory. No polish. Just execution.
Learn more at: https://www.skool.com/the-arena/

Chapters / Timestamps

00:00 – Reunion after 6 years and what changed (COVID + AI era)
01:27 – Luca intro: what Customersly does today
02:30 – From $100K ARR to near $1M and why pricing changed
05:08 – “Chatbots are shit”: how they built AI without the bad UX
07:10 – Under 1% error rate and reducing hallucinations
09:52 – Grounded AI, intents, and automating beyond FAQs
11:09 – Closure rate benchmarks and what “good” looks like
16:41 – How to pick an AI support tool that actually works
18:20 – Training mistakes: transcripts, clutter, and marketing banners causing hallucinations
20:46 – Confidence thresholds and escalation as a feedback loop
22:48 – How long it takes to move from 45% to 70–80% automation
24:34 – Should AI learn from your inbox? Pros, risks, and why they avoid it
29:41 – Implementation timelines: small teams vs enterprise rollouts
31:38 – Why AI CSAT can beat humans (speed wins)
35:46 – Escalation rules: human request, sentiment, low confidence, missing info
37:21 – Going enterprise: ARPU jump and sales-led reality
41:02 – Outbound experiment: agency failure and building it internally
43:32 – LinkedIn ads + Clay targeting + the masterclass lead magnet
49:25 – Challenger Sale and shifting the conversation
53:20 – Founder lesson: why you can’t outsource what you haven’t done
58:54 – Outbound stack: Clay, Apollo, Lemlist, Sales Nav, Pipedrive
01:05:12 – 2026 vision and wrap

Founder Views - SaaS, Business, and Beyond
Founder Views is a podcast for SaaS builders who want real conversations, not recycled playbooks. Hosted by Kosta Panagoulias, a 2x SaaS founder, the show features in-the-trenches conversations with SaaS CEOs, operators, and experts. Each episode digs into the decisions, strategies, wins, and struggles that shape real companies - practical insights from people actively building, not theorizing. While the core focus is SaaS growth, leadership, and execution, the podcast also leaves room for broader discussions that help founders think better - whether that’s economics, technology, markets, or other big-picture business topics. If you want raw, easy-to-follow conversations with people who've actually built something, you’ll feel right at home.