Calendly 快速增长的幕后故事 | Annie Pearl(CPO)
Behind the scenes of Calendly’s rapid growth | Annie Pearl (CPO)
What Is Product Strategy
Annie Pearl: Strategy is really just an integrated set of choices that outline how you’re going to win in whatever marketplace you choose. And so, a good product strategy is going to answer questions like what’s your winning aspiration? But maybe more importantly, where are you going to play? What are the markets you’re going to go after? What are the segments of those markets? What are the personas in the segments of those markets? And then, how are you going to win with a target audience?
Sharing Calendly Links Gracefully
Lenny: Welcome to Lenny’s Podcast where I interview world-class product leaders and growth experts to learn from their hard one experiences building and growing today’s most successful products. Today, my guest is Annie Pearl. Annie is currently chief product officer at Calendly. Before that, she was chief product officer at Glassdoor. And before, that she was director of product management at Fox. She’s also a member of Skip, a community for chief product officers, and she’s on the board of two different companies.
In our conversation, we cover a lot of ground, including how Calendly builds product, how Calendly has grown, including the wild story of how they got their first 1,000 users, and also how they built a sales team on top of what historically has been a very product-led growth company. Annie also shares a ton of great advice on how to get into product management. I learned a ton from Annie and I know you’ll too. Annie also shares a few killer tips for using Calendly, which I loved. And so, with all that, I bring you Annie Pearl through a short word from our wonderful sponsors.
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Annie, welcome to the podcast.
Annie Pearl: Thanks for having me, Lenny. Super excited to be here.
From Lawyer to Product Management
Lenny: I’ve been a big fan of yours from afar. We’ve crossed paths a little bit on Reforge, on Twitter, probably been at events that maybe we didn’t know each other at yet. So, I’m really excited to finally be chatting, real life, in real time, at least.
Annie Pearl: Me as well.
The Recommended Transition Path
Lenny: I’ve got a Calendly question to kick things off. It feels like with Calendly one of the most awkward elements of it is I have to put the burden on someone else to book at Calendly. So, I’m sending a link and I haven’t figured out a good way to send it to someone without it coming across like a power move. So, my question to you is how do I send a Calendly to someone without it feeling bad?
Annie Pearl: All right, well I love this question to kick us off. We actually have a whole blog post about this if you’re curious to learn more.
Why APM Programs Are Uncommon
Lenny: Oh, okay.
Annie Pearl: But I think that at a high level, I think I recommend first really just kind of opening the door for the person you’re trying to schedule time with to share their availability first. So instead of just sending the link, I usually start the email with something like looking forward to connecting, feel free to share, sometimes you’re available or if easier, you can choose to find time on my calendar using the Calendly link here. So, opening the door to let them choose before you offer up your Calendly link, I think is a little bit of a subtle way to let them take the lead if they want.
And the second piece I would recommend too is once you opened that door, you can further reduce the effort on the recipient by adding times you’re available directly in the email. So, when you go to share a Calendly link, there’s an option to add times to email and you can then just paste those directly into the email you’re creating, so that reduces yet another sort of point of friction to ask the user to click the link and get taken to Calendly. So, opening the door and then adding times to email are two things that I do to really make sure that it’s not awkward and it doesn’t put the burden on the other person.
Breaking Into Product Management
Lenny: That is awesome advice. That first one is what I ended up doing actually. That’s really interesting where you don’t send the link immediately. You first just ask, “Hey, send me your Calendly.” And actually, I always say, “Send me your Calendly.” I assume that’s what they’re using. That’s kind of funny.
Annie Pearl: Right.
Building Calendly’s Product Team
Lenny: I don’t even know what else is out there.
Annie Pearl: That’s good. That’s what we like to hear.
Design Reporting Lines in Product
Lenny: Yeah, absolutely. It’s like its own word now. Okay, that was awesome. So, there’s this already actionable advice for anyone listening.
Annie Pearl: Sweet.
Structuring Product Teams
Lenny: Transitioning a little bit to product, the main focus of chat, you transitioned into product from being a lawyer. You told me at one point that a lot of people ask you for advice about how to transition into product from other functions, especially non-technical functions as someone without a technical background. So, what advice do you give people when they ask you how to transition into a product role?
Annie Pearl: I got what I’ll call lucky, which is I kind of stumbled into product management after law school, joined the founding team of a startup and ended up doing product management there. But when I think about folks who are looking to get in their product management, I think there’s really two paths. I think one is more formal in nature. There are associate product manager programs out there and many scaled companies, Google, Meta. All have APM programs that you can formally apply to. And actually, when we were at Box, much earlier stage company than either of those companies I just mentioned, we actually created an APM program to help grow our bench of more junior PM. So, I think you can actually find APM programs even at smaller, earlier stage companies than even kind of big tech. So that’s one, it’s just formal APM programs.
I think another “more formal” way to get into PM is really by just directly applying to a junior PM role where there’s no expectation of any sort of experience. I’ve usually seen this work best when you’re already working somewhere in some product adjacency. Maybe you’re in customer support, implementation, or maybe you’re a sales engineer. But you can look at the internal job board and find junior PM roles that are posted and that’s one way to make the move. So that’s kind of on the formal side like APM programs and just applying via internal job boards.
I think on the informal side, really two suggestions here. The first one is to seek out opportunities to shadow or partner closely with a product manager and maybe even offer to take on some work. So, some of the best PMs that I’ve brought over to product from other functions, they really start by expressing interest in product and then start partnering closely with the product manager and maybe even doing a little bit of product work before they make that transition.
And one tactical suggestion is there’s oftentimes companies will have subject matter expert programs where they want to pair someone from a go-to-market function with a certain product squad or a certain product area. And so that’s becoming a SME. It allows you to really get more involved and embedded into the product team. So, that’s one suggestion. And then maybe last one is just the path I did, which is joining an early stage startup. There’s really usually an expectation that everyone’s going to get their hands dirty doing a lot of different things. And so, I think that’s one way where you might have an opportunity to try product management if you end up joining an early stage company.
OKRs Practice and Evolution
Lenny: So, maybe it was four, maybe it was more paths that you described. Join APM program. What was the second one again?
Target Market Focus
Annie Pearl: Internal job board apply, when you’re in the company.
Lenny: As just like a junior PM. Two is, find someone that mentors you and helps you start doing the role. And is that internal? Is that the internal transfer app?
Shifting from PLG to Sales
Annie Pearl: Yeah, exactly.
PLG to Sales Team Transition
Lenny: Cool.
Annie Pearl: And then, another flavor of that is sometimes companies will have these SME programs.
Product and Sales Team Collaboration
Lenny: What is a SME program?
Annie Pearl: Subject matter expert. So, you’ll say, “Hey, I want to make sure we have subject matter expert in our CS team on this area of the product.” And they’ll partner really closely with the product manager and designer within that area.
Mastering Product Prioritization
Lenny: Got it. And then the fourth bucket is, join a startup, start doing PM work and then you end up being a PM.
The Product Planning Process
Annie Pearl: You got it.
Lenny: Which of those four do you find most common? And would you push people in one direction or another?
Strategy Documentation Tool Stack
Annie Pearl: Yeah, I’ve brought a lot of folks over internally for the path of someone’s really interested in product, they express they’re interested, they want to help, they want to learn, they’re eager, they’re curious. And so, they make that really well known and they’re even willing to do some work on the side to help out and really show and demonstrate the skills before they have the job. So, I’ve seen that one to actually probably bring the most folks over in my role in terms of being on the product leadership side.
Calendly’s First Thousand Users
Lenny: On the APM program route, are there any APM programs you recommend? Because I’m sure people hear this and they’re like, “Yeah, but I don’t know where to apply. I don’t know which ones are good.” I don’t know if you have a list, but just what comes to mind as APM programs to go pursue?
Annie Pearl: The folks who started it all was Google, with the Google APM program. And Meta obviously has a pretty strong robust APM program. But as I mentioned around Box, I think those are obviously very, very competitive and most people want to get into them. It may be better to try and find a company like Box or a company that’s a bit earlier stage, not as scaled to think about looking at those APM programs. And I’m sure if you want to, go to glassdoor.com where I used to work at Glassdoor, so had to throw that in there. You could search for associate product manager and I think you’ll find a whole host of open roles that you might be able to apply to.
Calendly’s Current Growth Drivers
Lenny: That is a cool tip. I haven’t heard of that. Go to Glassdoor and search for APM. So, you search for companies that have an APM title.
OPA Meetings and Competitive Drills
Annie Pearl: Yes. You could just use associate product manager and you’ll see all the open jobs out there and then go apply to them.
Lenny: That’s cool. Okay, good tip. What I find, and you mentioned this the best, if you have the option is internal transfer. If you’re just like another function, you find someone that can help you move into the role.
Core Principles for Target Users
Annie Pearl: You have the relationships, you can show your work really well. The other thing I would say is when I think about folks who have successfully transferred over, I think they tend to have a couple of characteristics. They’re usually very curious, they tend to be really passionate about the product and solving customer problems. And sometimes, they’ve even tinkered with a side project as a way to hone their PM skills. So, I think as you’re thinking about making that transition, those types of characteristics really showing eagerness and interest in the product itself and solving customer problems are also great ways to get noticed and increase your chances.
Lenny: Why do you think it is that not more companies have an APM program? It feels like such a win for so many people. Why is it just so rare?
From Horizontal to Deep Focus
Annie Pearl: Yeah, I think when we built this at Box, so drawing on that experience, it was a lot of work. If you’re going to do it, you want to do it really well and you want to create an environment where you can help the associate product managers be successful, the goal is to ultimately graduate everyone from the APM program into being a product manager. And so, I think it takes a lot of intentionality and for us, it took a lot of work. We had to make sure we had clarity around the interview process. We had to make sure we had clarity around expectations in the role. We wanted to have a training element.
We wanted to make sure that, again, we’re setting people up for success. So, I think companies have to be at a stage of scale where they can really invest and they have the excess capacity to build the program in a way. I think that’s going to help make sure everyone who comes through it has a chance at really learning, growing and ultimately being successful.
From Box to Glassdoor to Calendly
Lenny: That’s the same thing we found at Airbnb. There’s a PM that was so excited to make the APM program and it just never really happens. It just takes so much work. And to your point, you have to set up for success. You want to make sure there’s clear paths and you upgrade to a regular PM and have the interview.
The Skip Community
Annie Pearl: And are we doing, is this really an APM program for internal folks? Is this external? Are we going to be really trying to promote this? So, I think there’s a lot of ancillary activities around the actual program itself that have to be taken into consideration to make sure that it is actually very successful.
Wrapping Up the Conversation
Lenny: Yeah. Maybe a last point we should probably imagine you agree with is generally just hard to get into product management. That’s like the default. There’s just not that many roles at companies versus say, engineers or some other functions.
Annie Pearl: Right.
Lenny: So, I think that’s just like there are not that many roles. It’s a difficult role to break into, but these are the ways you can do it if you actually want to.
Annie Pearl: That’s right. Yep.
Lenny: Okay. So, I want to transition a little bit to talking about Calendly.
Annie Pearl: Sure.
Lenny: There are two areas I want to go. One is just how do you build product at Calendly? What have you learned about product development and team building? And then two, talk about how Calendly grows and what you’ve learned about growing a product like Calendly. It’s such an interesting product, especially from a growth perspective. So, to start on just how product is built at Calendly, just a little context. How many product managers are there and how many PMs are there? How many people total, roughly? Yeah, just to give us a little bit of [inaudible 00:13:57].
Annie Pearl: Let’s see, when I joined about two years ago, I think the company was about 150 people and I think we’re about 600 now. And then the product team, there were about 15 product managers and designers when I joined again about two years ago, and I think we’re around 60 this year.
Lenny: Wow. So, 60 product managers.
Annie Pearl: Product managers, designers, and a research team. Yeah.
Lenny: Got it. What about just PMs?
Annie Pearl: PMs probably, my guess is 20.
Lenny: Cool.
Annie Pearl: Twenty-ish. Yeah.
Lenny: Cool. And then, can you talk about how the product team is structured roughly? If you think about a tree, [inaudible 00:14:30] tree.
Annie Pearl: Yeah. So, as I mentioned, we’ve got product managers, we have designers, we have a research team, and then product operations. And then, on my product leadership team, we have head of design, head of research, head of product operations. And then, within the product management team, I have leaders across core, across enterprise and platform.
Lenny: Got it. So, you manage the design team and engineering team, you said?
Annie Pearl: Not engineering. Design, product and research. Yeah.
Lenny: Got it. Something that I find is one of the big differences between product orgs is design reporting up to a product leader versus not. What’s the rationale there? And then has Calendly tried a different approach?
Annie Pearl: Yeah. So, when I was at Glassdoor in the CPO role, I had the opportunity to lead design for the first time. So, coming into Calendly, I had led both product and design as well as research. And so, I think it made sense given I’d already done it once to keep that structure coming into Calendly. I think at the end of the day, the real benefit of the structure is really to say at the end, we want to be thinking about everything we’re doing through the lens of the end-to-end user experience. And so, if we have product managers who are really prioritizing the problems we’re going to go after, and we’ve got designers who are really trying to think about how do we bring solutions to life to solve those problems, having both of those functions roll into one person just really allows us to think more holistically around the end-to-end user experience.
So, certainly, it can work where you have product and design reporting into different leaders that ultimately report into the CEO, but when you get to this level of scale from just a pure people management, but also just the scale of the business, you know often see this consolidation where product and design start to roll into one leader. And at least in my experience, I think it can help ensure that all the different pieces of work are integrated well together and ultimately deliver a better experience for customers.
Lenny: So, it sounds like before you joined it wasn’t like that. And if that’s true, was there something that improved with that shift?
Annie Pearl: So, the structure was there that way. At that time, we didn’t have a head of design, so we had a lot of really great individual contributors and who had been, many of whom had been with the company for quite some time and really contributed to the great user experience that existed in the product. But we didn’t have a design leader. So, one of the first leadership hires I made was to bring in a head of design to really build out that function. And then, that head of design is a peer partnering with the different heads of products across the product management organization as well.
Lenny: What about in terms of the structure, whatever you can share one level below, how do you structure teams? Is it around outcomes? Is it around features of the product? Is it around type of persona? How do you think about that?
Annie Pearl: Yeah, yeah. So, we have a core team who’s really responsible for the core end to-end user experience. In many ways, they’re both doing feature development and then they’re also doing growth work. So, they’re thinking about how do we build new features and functionalities to help our core personas, which is typically folks who are in sales, recruiting and customer success. So, anyone in an externally facing role, we’re really trying to help them do their jobs better. So, the core team’s thinking about features and functionalities to really help our core end user persona. And then growth work to think about the PLG funnel, everything from acquisition, activation, conversion, and retention. So, that’s one group.
And then, second group is our “enterprise group.” And they’re really thinking about two different personas. One is the IT admin, the person who needs to make sure that Calendly is secure and that they have all the reporting mechanisms to be able to manage their account and all the tools to manage users and groups at scale. And the second piece of that is also departmental leaders. So as Calendly selling into or being used by a sales organization, the head of sales is not the IT admin, but they are a Teams admin who needs to manage their organization within Calendly. So, the enterprise group really thinks both about the admin, but also sort of the departments and how do we better serve departments.
And then lastly, we have a platform team who’s really thinking about how do we embed Calendly into the business processes of the organizations that we support and that we provide our product into. And so, that’s everything from partnerships and integrations to our APIs.
Lenny: Interesting. So, it’s like problem focused/persona focused. Who are you trying to sell it to?
Annie Pearl: That’s right, that’s right. Yeah, trying to sell it to, and then the persona of who’s going to be using the functionality. And then, really having those teams hone and own those personas as they’re developing functionality within the product.
Lenny: What’s your take on OKRs? Do you all use OKRs in some form?
Annie Pearl: Yes, we do. We use OKRs both at the company level. So, we have three main OKRs that we’re focused on for this year, for example, across the whole company. And then we have department level OKRs, many of which are in support of the company level OKRs, but then there’s some additional things that we’ll be doing at the department level, for example, that aren’t going to show up at the company level. So yeah, we use them both at the company as well as on the product side.
Lenny: Is there anything you’ve learned about making OKRs work? People love them. People hate them.
Annie Pearl: Yeah.
Lenny: Is there something you do to make OKRs work? Something you’ve changed, something you’ve learned over time in how to work with OKRs?
Annie Pearl: Yeah. When I first joined, I’d say we didn’t have this muscle well built out. We didn’t really have a clear product strategy at the time or clear OKRs guiding the work. And so, there was a lot of great work happening, but it really was unclear how it all fit together or how we were going to measure success in that work. So that was a first phase. I think the second phase for us was we developed a product strategy. We then had product team OKRs that corresponded to that product strategy, but they were really contained to the product team and each department across the organization had their own kind of siloed OKRs.
And then, phase three, where really, I’d say we headed into this year, we have a really clear set, as I mentioned, of company OKRs and then in these really tightly integrated plans across the company around how we’re going to support the key results and ultimately deliver on the objectives. And this has been a really incredible transformation of dependency mapping, being able to make sure that we’re pulling all the levers across the organization to drive our most important objective.
So, I think it’s just the kind of maturing of the business from almost no OKRs to product team OKRs to now company OKRs in a really tight planning process to make sure there’s a lot of integration across the company to support what we need to do as a business.
Lenny: So, what I’m hearing is one of the biggest changes in learnings was to connect OKRs across from the top to the bottom, right?
Annie Pearl: Absolutely. Absolutely.
Lenny: Is there anything else that has made a big impact on your ability to build and ship and execute as a company in terms of changes you’ve made in terms of how the company and how the teams build?
Annie Pearl: I think one of the biggest changes that we’ve made, when I first joined, again, we had a product that served a lot of horizontal users. We help solo users who are freelancers, consultants. We help sales teams, we help recruiting teams, we help customer success, we help folks in education. So, we had a very broad user base. And what that means is that product managers in particular are I think had a really hard time prioritizing. At any point in time, it was really difficult to say, should I do work on feature A or for feature B without that clarity? And so, I think one of the most impactful things we did pretty early on in my tenure here was to hone in on our overall product strategy, but a poor piece of that being what’s the actual market we’re going after? What are the segments of that market? Who are the personas within the segments of that market?
And so, we’ve made a pretty clear distinction now that while a lot of the feature work that we’ll do to support our target personas of sales teams, customer success teams and recruiting teams will impact folks who are not in those personas. Those are the core ICPs that we’re going after. And so, historically, that would’ve been always a sort of trade off decision and a question. And now I think we have a lot of rigor around who our target market and then persona we’re going after. And so, teams can use that to prioritize and also just deliver better value for those users.
Lenny: So, it sounds like the biggest unlock and one of the biggest unlocks for making the team more efficient, move faster, make decisions quicker, is narrowing in on exactly who you’re going to be selling to.
Annie Pearl: I think it’s one of the harder things for companies to do. So, it sounds relatively easy, and I think most companies believe that they have clarity around this. But then when you go down into the weeds of asking someone who’s product manager or a designer, I don’t know that it’s always as clear because there’s always a bit of a hesitation to say no, right? And the idea of saying no is scary. When in reality, the ability to say no is going to allow you to make sure you’re building something that’s going to be amazing for the people that matter most and not something that’s going to be average or okay for a lot of different people.
Lenny: Was there anything that was really hard about actually executing that, convincing people we’re going to narrow and not worry about these people and any lessons from going through that process? Because I imagine a lot of founders listening are like, “Oh, that sounds we should be doing this, but oh man, we’re leaving all this money on the table, people are going to be pissed.”
Annie Pearl: Yeah, I think it’s a pretty big cultural shift. So, some of this intersects with the shift from product led growth to adding in a sales motion. So, when I joined Calendly, all of our ARR came from our PLG channel. We didn’t have a sales team, we just hired a CRO who was going to build out a sales team. And so, in that world, the way you think about product, the way you think about processes, even the people you have on the team are tailored to that business model. And then, as we sort of moved up market and have now explicitly started to go after teams of users and departments of users and organizations of larger scale, everything about people, process, and product all changes.
I think I touched on culture because I think that’s pervasive across the entire organization. The way that things get done has to be highly integrated versus can be a bit more siloed when you’re just sort of the self-service PLG business that in many ways runs itself through the product being well optimized. So, there’s a lot of process change that needs to happen, the type of people that you need to bring into the organization, that changes as you layer in the new selling motion. And then the product itself of course has to change.
So, I guess let’s just say the example of PLG and SLG or the direct selling motion is tied in to your question around what are the things that need to change in order to get clear on your target user? And I think it’s highly cultural in nature across people, across process, and then obviously across the actual product itself.
Lenny: I have a whole bunch of questions about how Calendly grows and maybe we just get into some of the stuff because I imagine a lot of people are interested. First, let me ask this. I imagine Calendly mostly grows through, I sign up for Calendly, they send it to everyone when I book a meeting and they’re like, “Oh, what is this?” And they’re like, “Oh, cool, I’m going to use this.” And then they start using, it spreads, and then sales eventually finds people at a company that are using it a lot and tries to get the whole company in it. Is that roughly right?
Annie Pearl: Yeah. Seventy percent of our signups come through that viral loop that you referred to. And then, of those signups, then they’re usually solo users and then they start to invite team members in and then the team starts using Calendly and then usually the head of that team either inbounds to us or we have some sort of PQL data to know we should go after that team lead to try and have a conversation around expanding Calendly across their entire organization.
Lenny: And PQL, product qualified lead, right?
Annie Pearl: You got it. Yep.
Lenny: Wow, what a loop. What a magical way to grow that everybody wishes they could have.
Annie Pearl: It’s pretty incredible, I will say.
Lenny: Oh man. Okay, so going back to the question. When did Calendly hire their first salesperson, like any learnings about just how to start down that road once you start a product?
Annie Pearl: Yeah. As I mentioned, when I joined two years ago, we just hired our first CRO and the PLG business really represented 99% of our ARR. And then, over the last two years, we’ve scaled the sales team in our SLG motion. Our sales led growth motion now represents about 20% of our ARR and it’s actually the fastest growing segment of the business. I think there’s probably two things I would touch on in terms of early sales hires. I think the first is, when you’re making that transition from PLG to adding in the sales led motion, because you’re starting from PLG, it’s tends to be much more inbound in nature. You’ve got these sales reps who are working leads who have usually proactively reached out interested or as we mentioned PQLs. They have data to tell them that this is someone who has usage within their team, and therefore, we should reach out.
And so, that’s a very different profile of a sales team member than you might need after you need to pursue more of a heavy outbound motion, more of a hunter profile than a grower profile. So, I think that’s the first piece is just make sure you think about the motion when you’re moving towards a sales led model. In those early days, it’s more inbound in nature, and so the type of sales reps you might need are not necessarily going to be outbound, heavy kind of hunting sales reps.
Lenny: Just one quick question on that actually, because that’s really interesting. I don’t know how involved you are in hiring these folks, but is it like, look at their background and they’ve worked at a company like that? Or is it personality type? Is there anything to look for specifically there?
Annie Pearl: Yeah, I think it is mostly background and the type of selling that they’ve done previously more so than personality type. But I think the second piece, that’s important too, and I’ll answer your question on that one too, which is the target buyer. So, when you transition from PLG to sales led or adding this direct sales motion, the buyer is usually just the department head. It’s the head of sales, it’s the head of rev ops, it’s the head of recruiting and it’s not a senior person in IT or the CIO. And so, selling into this audience is different than selling into IT.
And so, I think you have to be sure again that you have the right fit of sales folks with the target buyer in those early days. And so, to your question around what’s that mean? You wouldn’t necessarily want to bring on a bunch of sales folks who are at Oracle who are heavy in selling into CIOs in the early days because that’s just not who you’re the buyer’s going to be. I mean, think we will graduate there eventually, but it’s probably going to start from team lead to someone in IT to eventually a CIO led purchase, but that’s certainly several years away. And so, making sure that the profile, the folks you’re bringing on early match that target buyer in addition to match the motion around how you’re going to be acquiring customers.
Lenny: And to see that, is it similar? You look at the companies they worked at, it’s like PLG-ish companies.
Annie Pearl: Definitely. Yeah, exactly. Yep. Yep.
Lenny: Okay. So, along the same lines, as a product leader working with a strong and large sales team, anything you’ve learned about just how to build that relationship and build a product org that works really closely and well with a sales org?
Annie Pearl: The first piece that really starts with is customer empathy. And at the end of the day, seeing the sales team and the go-to-market team as this really great asset that can help you as a product manager get closer to the customer. So, I’ve certainly seen organizations or been in organizations where the product team doesn’t necessarily want to be bothered by sales, but I sort of flip that on the head and say sales and sort of the go-to-market teams in general could be your biggest asset to helping you get your job done well.
When I was at Box, I was a product manager on the enterprise team and I spent a ton of time in the field and I don’t know how I would possibly know how to have what to have built or how to build it to solve the needs of our customers if I didn’t have that close relationship with the sales team and be able to lean on them because they’re talking to, 10X of them were customers that I was able to ever talk to within any given week, really lean on them to be the voice of the customer to help me make the best product decisions that I could.
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I’m curious how you prioritize work that you could be doing as a product team. There are salespeople coming at you, there’s issues you’re probably having, there are some founders wanting to ask you for few stuffs, just like a classic product management question. But I’m curious if you found any frameworks or approaches for just deciding what to actually build of all the things you’re hearing.
Annie Pearl: The core challenge of being a product manager, right?
Lenny: Just to add that I feel like the core job of PM is just tell people what’s next, what’s the next thing.
Annie Pearl: That’s right, and hopefully, you have a good reasoning as to why that thing, next is going to have the biggest impact, which is really where I start. I think it really starts with a clear product strategy that will dictate a few things. And I like this framework that’s taken from a book called Playing to Win and it talks about how strategy is really just an integrated set of choices that outline how you’re going to win in whatever marketplace you choose. And so, a good product strategy is going to answer questions like, what’s your sort of winning aspiration, but maybe more importantly, where are you going to play? What are the markets you’re going to go after? What are the segments of those markets? What are the personas in the segments of those markets? And then, how are you going to win with a target audience?
And so, what I think this framework does kind of dovetails back to what I was saying before around prioritization is it forces you to create clarity around where you’re going to play and where you’re not going to play. And so, this really helps the product team hone in on delivering value for a very clear set of people versus trying to build something for everyone. And so, once you’ve established what that strategy is or what the playing field you’re going to go after, then I think you can divide up your product work and service of that strategy.
So, I’ll give you an example. At Calendly, we have the sort of vision, our winning aspiration to become the best place to schedule, prepare for and follow up on your external meetings. And then, we’ve articulated three horizons around how we’re going to get there. Now, the year one that I was here, the percentage of resources we spent on that first horizon and the second horizon was about a 70/30 split and we put 0% of our resources on horizon three. That was too far out in the future and we didn’t want to make any investments there quite yet, but we knew where we were going.
In year two, it shifted. We went to a 50/50 split between horizon one and horizon two, but still, no explicit investments in Horizon three. And then, as we’re entering to year three now, we’ve significantly scaled back the investment in horizon one, that’s about 30% and then we’ve got 60% in horizon two and call it 10 in horizon three. So, I think just to close on the question of prioritization, I think it starts with a really clear product strategy which defines where you’re going to play and how you’re going to win. And then, the work and the percentage of allocation just should feed right into that product strategy and how you’re doing against where you need to be in order to achieve ultimately your winning aspiration.
Lenny: I don’t know how much you could share here, but is there a feature that is people keep asking for it and it hasn’t been built because of the strategy, the long-term vision, something that’s like, “Nope, it doesn’t fit. We’re not going to do this.”
Annie Pearl: Yeah, I think the best example I can give is there’s lots of small businesses and solopreneurs who would love us to have a Venmo integration. We have a PayPal integration. But our target market that we’re really trying to go after as our primary persona are as I’ve mentioned, these sort of core ICPs within organizations. So, sales teams, recruiting teams, customer success teams. And so, it doesn’t make sense within those personas to pursue something like a Venmo integration. Now, there’s a lot of things we’ll build for those personas that are going to help the small business, the solopreneur, the freelancer, but that specific feature is something that would be clearly deprioritized given the current strategy.
Lenny: That’s an awesome example. I want to get back to the growth stuff, but before I do that, we’re kind of on this topic of planning and a cares and prioritization. I’d love to know just how you do planning at Calendly? How far out do you plan in detail? How far do you have roadmaps? How often do you plan? Anything you can share there?
Annie Pearl: This starts again, I sound like a broken record, but with this really clear strategy around where we’re going over the next couple of years and then we take that and we break that down into what are the most important things we need to do as a company this year in order to be able to make the right progress against that strategy. So, we have the company level OKRs and I mentioned that we have about three of those this year. And then, those KRs within the company, OKRs are measured annually, but we have milestones across a quarterly basis so we can measure progress more frequently than obviously on the annual or semi-annual basis.
So, I think that’s kind of at the high level. And then, obviously our product roadmaps are going to be in support of those key results that we needed to deliver to the business over the course of the year, but then broken down on a quarterly basis.
I think one thing I’ll just touch on real fast on is estimations and dates. Something we’ve done over the last year is really kind of moved to a model of talking about dates and promising and committing to dates that are within our control. And so, if you think about the product development life cycle, we can commit to a discovery effort of doing research around a certain problem space and we can have a general sense of when we know that effort’s going to conclude. We don’t know if we’re going to actually end up going, and based on the results whether we’re going to actually move forward with investing in that area, but that’s a body of work we can commit to.
From there, we then move into, “Okay, if this is something a problem space we want to go after, we’re going to go work on a couple different solutions and we’re going to go do some user testing and we’re going to land on a solution,” and that’s another sort of phase we can commit to. Then, once we actually have that completed and we actually know not just the problem but the solution, we can do estimation planning and actually have a date for delivery from an engineering perspective. And so, we’ve gotten a lot better at making the commitments around the work that’s right in front of us versus making a commitment around a project six months out when we haven’t even done enough discovery, enough design and ideation to have a real clear understanding of estimation.
Lenny: That is really cool. Do you have terms for these phases, like these phases you have to get through these kinds of gates? Yeah, how do you describe that?
Annie Pearl: Yeah, so the first phase we just call generally discovery. The second phase, we call solutioning. The third phase, build. And then, the fourth phase is launch, measure and iterate.
Lenny: Cool.
Annie Pearl: And then, we’ve designed the product development lifecycle around that framework.
Lenny: So, discovery for example, is that a roadmap item for a quarter and that’s like what you’ve committed to? And if that goes well, the next quarter has the next step.
Annie Pearl: Yeah, exactly. You got it.
Lenny: Sweet. Okay. In terms of the strategy artifacts, how does that look or do you have a Google Doc with a template that you all use? What does that look like? What’s interesting about people not working at a company or working at just one company is they only have, strategy documents are really hard to see and see examples of. So, I’m always curious what these looks like. So, whatever you can share about what they look like and where you put them and how long and that kind of thing.
Annie Pearl: We have a couple of different layers of this. I think the first is this high-level three-year strategy and this is actually called at the company level. So, if the doc, it also has slides that have been presented many times to the company when we’re in the process of making sure that, that is part of new hire orientation so that everyone should understand where are we going over the next three years and then therefore how does this year’s objectives fit into that. So, I think that’s at that level.
And then, from there, we’ve got our product team OKRs. These generally start by docs and we write them in docs. So, they usually get translated into slides at some point for presentation purposes to the company and those are stored centrally in a location and then you get down to the feature level or the project level. And we have different kind of templates for the teams to use based on the type of work that they’re going to be doing. And we’re a pretty heavy Confluence culture, so we tend to use Confluence as one of the tools for housing and storing information around the work that’s being done.
Lenny: Cool. So, maybe on that topic, what else is in the stack of Calendly product team tools?
Annie Pearl: We talked about roadmap planning, some combination of starts with docs, there’s mural boards involved. Usually, it ends in slides. Then actually roadmap tracking, we use Aha and we use Airtable collaboration/communication. We use Slack, we use Loom, bug management, we use Jira. I’m trying to think of, is there any other?
Lenny: Confluence, you mentioned.
Annie Pearl: Confluence. Yep. Confluence is what we use quite a bit. Pando, we use quite a bit of Pando to help educate users within the product when we’re launching new features. Yeah, I think that’s the main stack.
Lenny: And docs is Google Docs and slides is Google Slides.
Annie Pearl: You got it. Yep.
Lenny: Sweet.
Annie Pearl: That’s right.
Lenny: Okay. I’m going to bounce around and go back to growth questions and then I have a couple more product team questions. How did Calendly get their first thousand users?
Annie Pearl: A great question and I had to fact check it with my CEO earlier this morning, but there’s actually a few really interesting things about this story and a few things that Tope did in the early days to get 2,000 users. So, for those who aren’t familiar Tope, our CEO and founder started his career in sales and he spent lots of years in sales. And so, he was very used to the challenges of trying to organize external meetings with prospective customers. So, he knew the problem space really, really well. And he had evaluated all the scheduling solutions that were on the market and came to conclusion that there really weren’t any great products out there and especially there weren’t any great products for the recipient of the actual booking service. And so, I think he saw this as an opportunity for disruption. So, he raided his 401k, he took out all his savings. He didn’t make raise any money.
Lenny: That’s a lot of penalties, taking out money at that point.
Annie Pearl: Sort of. That’s a very good point. I’ve never asked him about that. And he hired an outside development firm actually in out of the Ukraine to build the first version of Calendly. So, that’s the background on Calendly. Why it’s important is that the first 10 users were actually customer success agents at a company in the education space that contracted with the same firm that Tope was using to build Calendly. So, he really found his first set of users through the firm that he was using to build the product.
And then, those CSMs or customer success managers were actually using Calendly to schedule calls with parents in K through 12 education. And so, then those parents started using Calendly for their own parent-teacher conference scheduling. And then from there, the school started using it and then all the parents within the school started using it for lots of other use cases and it grew organically from there. So that was one piece.
I think the other piece that’s really important is that he started off by just having a free tier. The entire product was free. Some of this came from honestly not being able to actually build the billing infrastructure that would be required to actually charge. So, it came a little bit out of necessity, but it was also free. So not only was it a better product than the alternatives out there, but it was also free. So, the combination of the viral loop and coming in through getting those first 10 users as part of the firm he was using and then the free aspect or I think what led to the first 2,000, and then 10,000, and millions of users from there.
Lenny: That is crazy. I have never heard a story like that where the team that is building your product ends up being the source of initial growth.
Annie Pearl: I know, pretty crazy.
Lenny: Oh my God. So many nice things happening in this history of Calendly.
Annie Pearl: I know.
Lenny: And wow, in Ukraine. So, I’m actually from Ukraine.
Annie Pearl: Oh nice. That’s awesome.
Lenny: That’s pretty cool.
Annie Pearl: Yeah, they’re great. [inaudible 00:43:11].
Lenny: Yeah, and it’s also interesting that it’s rare that you hear a successful business starts with contractor engineers. I think OICs are like, “Do not do that.” So that’s a cool counter example of it can actually work out, especially if they’re your first users and spread it to others.
Annie Pearl: And we still work with them. They’re fantastic and they have incredible engineers, so they’re still part of our culture, which is great.
Lenny: So, Calendly got big in Ukraine, it sounds like initially.
Annie Pearl: There you go. There you go.
Lenny: What’s something that would surprise people in terms of how Calendly grows today or grew through its history?
Annie Pearl: Most people probably think about Calendly as the scheduling link and really for individual users to reduce the back and forth of email and scheduling. So, they think of that one-on-one use case and I think people would be surprised to learn that our team’s business, so multiple users in an organization who want to collaboratively schedule together is growing much faster than our solo user business. And that’s really where the future of where we think growth will come from is supporting these teams of users who are in externally facing roles and selling into departments and supporting multi-departmental deployments of Calendly across an entire organization.
So, I think it’s still really well known as this solo user tool to eliminate the back and forth of email, but the growth of what we’re seeing and where we think it’s going to go is actually more teams of users and departments of users and then multiple departments in an organization.
Lenny: It’s interesting when you hear the story of Calendly that just has so many good things happening, basically for free, it’s just grows so well. I think people don’t realize you eventually will, that’ll slow down, it’ll taper off eventually. You’ll need to drive growth very actively in these new ways that you’re describing. And I think people don’t often realize that they just wanted to find something that was viral and then things are going to go great, but it tapers off.
Annie Pearl: Yeah. I mean, there’s only so many people who, solo users who are going to pull out a credit card. And I think once you also get to hundreds of millions of dollars of revenue scale, just the law of large numbers, it means that growth will slow. And so, you have to figure out where’s that next growth curve going to come from. I think the beauty of Calendly is that while we certainly have built features and functionality to support teams and departments, we got pulled there. It wasn’t one of those things where we sort of said, “We need to find our next growth lever. Let’s go build X.” Our customers really pulled us there by the way that they were using the product.
And so again, a very fortunate position to be in, but when you can see in the data and see how customers are using it, that they want to be working on scheduling with their teams, that was our early sign, that’s where the business was going to go in the future.
Lenny: I don’t think I mentioned this, I’m paying user of Calendly. It’s what I use for booking these podcast episodes.
Annie Pearl: All right.
Lenny: You got me. I think I started when it was totally free and I was like, “How will they ever make money?” This is too much power.
Annie Pearl: And then, now, you learned that it was free almost by accident.
Lenny: Yep. I was like, “Yeah, please take my money. This makes my life easier.” What are some fun or unique traditions and cultural kind of components of the Calendly product team?
Annie Pearl: A couple of fun ones I thought we could talk about. One, we have a meeting called OPA, which stands for opportunity/problem, assessment. And so, what this is, it’s a meeting where basically PMs, I don’t even go to it’s a meeting for PMs to really debate and discuss with each other and spar around either areas and problems that they want to go investigate or after they’ve gotten data back or research back from evaluating an opportunity, deciding whether we actually want to move forward and go try to develop a solution. So, it’s really in the product development lifecycle of letting product managers really get into a room with each other on a frequent basis and just think through things, debate, discuss. And I know that they all get a lot of value out of that.
Lenny: It reminds me of something just like a bad version of that. I had a friend who was a PM at Zynga and he said there’s a meeting where PMs present their plans to all the other PM. It was like you’re in a shark tank where everyone’s coming to destroy you. They just point out all the problems. That’s all it ever is in this.
Annie Pearl: I would say on this one, it’s the opposite where I feel like everyone really needs the meeting. They’re like, “Ugh, I really need to take this to OPA because I need to, I’m working through these problems and I really want to bounce it off of other people.” So, I could imagine a world where it would be that. Actually, part of the reason I don’t go to the meeting is that I really want everyone to be able to be open and transparent and provide feedback and not feel like there’s any judgment from me or any needing to act a certain way because I’m in the room. So, that’s sort of why I intentionally don’t go.
Another fun one we do is something we call competitive work gaming. So, on some sort of time interval, sometimes it’s been quarterly, we’ll have assigned people into groups for the quarter to own a competitor. And their job is to essentially spend a lot of time immersing themselves into the product of the competitor, really trying to think through the lens of, do a SWAT analysis, really try to think through the lens of where’s this competitor going and how Calendly only think about that and as it relates to our strategy.
And so, we spent a quarter doing that and then we have the competitive war gaming day where every team comes and presents and there’s prizes and it’s a lot of fun, but it’s a really great way to stay on top of what’s happening across the market without requiring every product manager designer to be deep in the weeds, there are a lot of different competitors. We can bring all of that knowledge together through what we call competitive work gaming.
Lenny: That is cool. It’s really impressive how you do these exercises and they seem really positive and friendly and constructive. It sounds like there is a pretty unique culture at Calendly. I’m curious if there’s anything else that’s core to the values or the way that you think about the principles of building product at Calendly.
Annie Pearl: What I touched on earlier is really core to how we build product, which is honing in on this target user and honing in on our target market. I do think it’s quite rare. I think in most organizations that I’ve seen, I think there’s a desire to do that. But I think, again, when it push comes to shove, it’s really hard for executives to make decisions that say no to things. One of Calendly’s actually core principles is focus wisely. It’s pretty deeply embedded into our culture. And so, I think one of the reasons that I’ve been successful in being able to create the clarity around who the target personas are is because I think it’s embedded into the culture of Calendly to focus wisely.
So, I don’t know that it’ll work in every organization. I think many organizations really struggle to say no, and they’re always adding more onto the plate versus taking off. But I do think from an ethos perspective, there is something around focusing and the ability to focus to therefore deliver the highest quality of product that you can to your target customers. That is unique and I think it starts with some of the broader cultural paradigms that exist at the company and then we’ve now embedded that into the way we think about how we build product.
Lenny: Is there anything else you do to instill that? It sounds like it’s a core value. Do you put posters around the office? So how else do you keep people focused?
Annie Pearl: We’re a fully remote company. So, now you’ve got my brain going on. Are there some sort of virtual sticky notes that you could get people to put onto their laptops to remind them?
Lenny: Backgrounds to show us [inaudible 00:50:16].
Annie Pearl: Yeah, exactly. Yeah, it’s embedded into a lot of the documentation. So, it’s embedded into the templates that I talked about in terms of, everything from sort of the way we structure that OPA, document that folks are going to be working on and debating too when they go to create the actual sort of PRD. When teams come in to present as part of our product reviews, we have a template that keeps reinforcing who’s the target customer, who’s the target user within that customer base, what are their needs and then how are we going to solve their needs better than any alternative that there is on the market. So, I think there’s lots of different reinforcing mechanisms to that focus.
Lenny: I feel like sometimes things like that come from a big problem the company had and then you index weigh the other side, focus, here’s the four people we all build for. It becomes instilled in the culture.
Annie Pearl: And I think you’re right. I mean, because Calendly started as such a horizontal product, which was amazing because that’s how it grew so virally and so it had the entry, the wedge into scheduling and how our first horizon and becoming the best horizontal scheduling automation platform was because we had that horizontal focus. And so, it was a blessing. But as we think about transitioning to horizon two, which is really about deepening our support for these teams and departmental users as well as verticals, that’s I think the inflection point where we said, in order to shift us from horizon one to horizon two, we need to be making some real trade off decisions and we need to create this focus so that we can actually allow teams to go do that.
So, I think it’s a really good point. We sort of had to create clarity around focus because we were trying to make a shift from broad horizontal platform serving lots of users to a deeper investment into specific users and specific teams of users within departments.
Lenny: Before Calendly, you were at Box. Before that, you were at Glassdoor. I’m going to ask two different questions. You could pick which direction you want to go. What would you say are the biggest differences culturally between these three? If you had to bucket, here’s how I’d describe Glassdoor, Box, Calendly. Or what did you take from those two places that you bring with you to Calendly and future opportunities?
Annie Pearl: I love this question. So, they’re all different, which is why I just feel so fortunate to have had experiences that were all quite different. So, starting with Box, maybe I’ll take your second question. Box, when I joined, we were in the process of moving up market and trying to capture as much enterprise market share as possible, and I was on the enterprise product management team. So, I spent a lot of time, as I mentioned earlier, talking to customers. And in my first year in particular trying to ramp on the business. And I’d say my biggest learning during that time was around how to ask the right questions to really understand the why behind what a customer was asking for and then figuring out how to build a solution to their problem that would also meet the needs of a broader swath of customers.
It became very clear early to me if I would just go build what customer A wanted and what customer B wanted and the customer C wanted, not only would that be wasted effort to do it three times, but more importantly, what they wanted me to go build was going to have a negative impact on the end user experience. And preserving that end user experience was so critical. So, learning how to ask the right questions to understand the actual problem and then build the solution that’s going to be most scalable to that problem set across lots of customers was probably my biggest learning from Box.
Moving to Glassdoor, totally different business model. Glassdoor is actually really more of a consumer business and 60 million unique users go to Glassdoor every month and it’s a marketplace between job seekers and employers and it’s highly, highly dependent on the consumer engagement, growing traffic, getting that traffic to come and engage and apply to jobs. And so, during my time as CPO there, I was responsible now for both sides of that marketplace, the consumer business and the B2B. And so, I learned all about how do you build PR consumer products, how do you think about optimization of a funnel? How do you think about building up a growth team and growth as a discipline? How do you use data and AB testing to make decisions?
So, I think that kind of consumer mentality and how you approach product, I then have brought with me to Calendly, which is really a blend of both, right? Calendly is first, as we’ve talked about a PLG business and it looks a lot more like a consumer business like Glassdoor. And then, it’s got this direct selling business that looks a lot more like Box’s enterprise business. So, I think I’ve been able to take kind of lessons learned from both Box and Glassdoor and apply them together to Calendly.
Lenny: What a cool set of experiences. I’m trying to imagine you using all three in the same day. Sending a Calendly, storing your files in a Box and looking at reviews…
Annie Pearl: And recruiting.
Lenny: And recruiting. Yeah, yeah. Not looking for anything new. Okay. Final question. You are part of something called the Skip community, which I believe Nikhyl and a few people run. And so, I’d love to just hear a little bit about that and maybe how folks can join if they might be a fit.
Annie Pearl: Yeah, as you mentioned about two years ago, Nikhyl, who was the former CPO of Credit Karma and is now a VP of product at Meta, got a small group of CPOs together who were all going through similar phases of companies’ growth, late stage growth companies, and we all were facing the same challenges in our roles. And he formalized this community as a way to help us gather advice from one another, talk through how to manage challenges we’re facing and just make us more successful in the roles. And we always joke, we’re like the support group.
We meet on Sundays and it has been incredibly valuable as I’ve sort of gone through the last couple of years in my role at Calendly. Since then, we’ve grown the group to about 23 heads of products and CPOs and expanded the charter a bit, which I think is interesting to help product leaders not just be successful in their current role, but also how to think about setting them up for success in the role after this.
And so, we’re experimenting with a couple of different interesting ways to help product leaders grow. One of them is we’re actually partnering with some companies right now to experiment with how can we help them as they’re looking to make their first head of product hire or their first C O hire really hone in on what they’re looking for and partnering with the talent partners we know to really help try to increase the success that they find the right candidates. That’s something interesting we’re doing.
We also recently launched a podcast covering some topics like, how do you manage the next job search, how do you avoid burnout, breaking down things like equity, and other kind of timely topics. And then also, we just have an active Discord server where we’ve got all sorts of channels from topics, how to manage the CEO/CPO partnership, compensation, even sharing planning, even sharing some advising opportunities or other CPO roles that kind of come across our radar.
So, it’s been a really, really cool kind of experiment to see how the power of the community. And I know Lenny, you do a ton of stuff around community, how that has helped all of us. I think it’s just more effective in our roles and feel like we have a group of people who are behind us supporting us during what is a very hard role.
Lenny: I love this. I imagine when people look at a CPO, they imagine they just know everything already. They have a bunch of friends in the same role, but I think in reality, it’s a lonely role a lot of times. And so, I could see the power of something like this just to help people understand who’d be a good fit for this, how do they go find it and yeah, it’s like the [inaudible 00:57:33].
Annie Pearl: The best thing to do is just follow the Skip community on LinkedIn. And then, we’re targeting head of products, call it series B, C and beyond, up to late stage growth companies and up to CPOs. So, I’d say start by following the Skip community and if you see folks in there who are in the group, reach out to them to get a sense of what it’s like and what it would be like to join.
Lenny: And then, it sounds like if you’re a company hiring a CPO, maybe reach out too.
Annie Pearl: Yeah, that’d be great. That’d be great. Yeah.
Lenny: Okay. And they do that by going to LinkedIn also and looking for the Skip community?
Annie Pearl: Yeah, that’d be great.
Lenny: Okay, cool. We’ll put all the links in the show notes as well. Well, with that, we’ve reached our very exciting lightning round. I’ve got six questions for you. Are you ready?
Annie Pearl: Let’s do it.
Lenny: What are two or three books that you recommend most to other people?
Annie Pearl: Playing to Win, so, I reference that one earlier, Good to Great, and Hooked.
Lenny: Awesome. What’s a favorite other podcast that you enjoy other than maybe this podcast?
Annie Pearl: I think I got introduced to you by Harry from the 20VC, I think. But if not, either way, I’ll cross promote his podcast, which is a great one.
Lenny: Yeah, Harry’s responsible for this podcast. I was on his podcast and he’s like, “Lenny, you should be [inaudible 00:58:43]”.
Annie Pearl: You got to do it.
Lenny: He’s the godfather of this podcast.
Annie Pearl: He is. That’s great.
Lenny: What’s a favorite recent movie or TV show? And you cannot say White Lotus.
Annie Pearl: I have two young kids. So, whether I like it or not, Sing 2. It’s a great movie, especially if you have young children.
Lenny: Sing 2. So, it’s like the second of Sing?
Annie Pearl: It is. It is. Distinct from Sing 1. Sing 2 is better.
Lenny: It’s better. Okay, cool. I haven’t seen it.
Annie Pearl: I would hope you haven’t.
Lenny: Okay, cool. Favorite interview question that you like to ask people you interview.
Annie Pearl: Talk me through your biggest product flop. What happened and what did you do about it?
Lenny: What do you look for in an answer? What’s a sign of something good in their answer?
Annie Pearl: People being brutally honest around how bad it was and why it failed. The rest of the interview, they’re trying to tell you all the wonderful things they did and all the accomplishments they had. And so, I think the rawer the answer in terms of how bad it was and why, the better.
Lenny: Awesome. Next question. I think, you might have answered, what are top five SaaS products you use day-to-day, either at work or home, whatever?
Annie Pearl: Slack, Miro, Loom, Pendo, and Confluence.
Lenny: Awesome. And these are actually, unlike other people’s answers, so that’s really interesting. Kind of a unique stack you got there.
Annie Pearl: I love it.
Lenny: Final question. What’s your best Calendly Pro tip?
Annie Pearl: Yeah, so we just launched a new feature that I’m loving personally called Customized Once and Share. So, this really allows you to make changes on the fly to an event type and tweak things like title or duration or override a date based on the person you’re actually sending it to without having to go create a brand new event type just to make one small change based on the recipient. So, it’s that one-off use case where you need to make a little bit of a change on the fly depending on who you’re sending it to, but you don’t want to go through the effort of creating a brand-new event type. So, I’m loving it and you should check it out.
Lenny: That is awesome. I need that. I find that I need to block dates out and change times and I just like go do that on my calendar, in my Calendly.
Annie Pearl: There you go there.
Lenny: All right. Annie, this was amazing. We learned a ton about Calendly growth product building. Two final questions. Where can people find you online if they want to learn more and reach out, maybe ask some questions. And two, how can listeners be useful to you?
Annie Pearl: Finding me, best place online is LinkedIn. And then, in terms of being helpful to me, one we’re hiring at Calendly. So, explore open roles on the product team at Calendly if you’re interested. Share any feedback for me on this episode@a.pearl@calendly.com. And then, as we talked about, would love to have you follow the Skip community on LinkedIn as well.
Lenny: Awesome. We’ll have all those links in the show notes. Annie, thank you again for being here.
Annie Pearl: Thank you so much, Lenny.
Lenny: Bye, everyone. Thank you so much for listening. If you found this valuable, you can subscribe to the show on Apple Podcast, Spotify, or your favorite podcast app. Also, please consider giving us a rating or leaving a review as that really helps other listeners find the podcast. You can find all past episodes or learn more about the show at lennyspodcast.com. See you in the next episode.
Glossary
| English | 中文 |
|---|---|
| 20VC | 20VC(播客名,保留原文) |
| 401(k) | 401(k)(美国退休储蓄计划,保留原文) |
| Aha | Aha(产品路线图管理工具,保留原文) |
| Airtable | Airtable(工具名,保留原文) |
| APM (Associate Product Manager) | 助理产品经理 |
| ARR (Annual Recurring Revenue) | ARR(年度经常性收入) |
| Box | Box(公司名,不译) |
| build | 构建(build) |
| Calendly | Calendly(产品名,不译) |
| Coda | Coda(已跳过广告) |
| competitive war gaming | 竞争对抗演练 |
| Confluence | Confluence(工具名,保留原文) |
| CPO | 首席产品官 |
| Credit Karma | Credit Karma(公司名,保留原文) |
| CRO (Chief Revenue Officer) | CRO(首席营收官) |
| CS (Customer Success) | 客户成功 |
| CSM (Customer Success Manager) | 客户成功经理 |
| Customized Once and Share | Customized Once and Share(功能名,保留原文) |
| Discord | Discord(平台名,保留原文) |
| discovery | 探索(discovery) |
| focus wisely | 明智聚焦 |
| Fox | Fox(公司名,不译) |
| Glassdoor | Glassdoor(公司名,不译) |
| go-to-market | go-to-market(走向市场) |
| Good to Great | 《Good to Great》(书名,保留原文) |
| Google Docs | Google Docs(工具名,保留原文) |
| Google Slides | Google Slides(工具名,保留原文) |
| grower profile | ”培育”型画像 |
| Harry | Harry(人名,保留原文) |
| Hooked | 《Hooked》(书名,保留原文) |
| horizon | 阶段(horizon) |
| hunter profile | ”猎人”型画像 |
| ICP (Ideal Customer Profile) | ICP(理想客户画像) |
| inbound | inbound(入站) |
| individual contributors | 个人贡献者 |
| IT admin | IT 管理员 |
| Jira | Jira(工具名,保留原文) |
| K-12 | K-12(美国基础教育阶段,保留原文) |
| launch, measure and iterate | 发布、度量与迭代(launch, measure and iterate) |
| Lenny | Lenny(播客主持人,保留原文) |
| LinkedIn(平台名,保留原文) | |
| Loom | Loom(工具名,保留原文) |
| Meta | Meta(公司名,保留原文) |
| Miro | Miro(已跳过广告) |
| Mural | Mural(协作白板工具,保留原文) |
| Nikhyl | Nikhyl(人名,保留原文) |
| OKR (Objectives and Key Results) | OKR(目标与关键结果) |
| OPA (Opportunity/Problem, Assessment) | OPA(机会/问题,评估) |
| Oracle | Oracle(公司名,不译) |
| outbound | outbound(出站) |
| Pando | Pando(工具名,保留原文) |
| Pendo | Pendo(产品分析工具,保留原文) |
| Playing to Win | 《Playing to Win》(书名,不译) |
| PLG (Product-Led Growth) | PLG(产品驱动增长) |
| PQL (Product Qualified Lead) | PQL(产品合格线索) |
| PRD (Product Requirements Document) | PRD(产品需求文档) |
| product review | 产品评审 |
| Reforge | Reforge(平台名,不译) |
| rev ops | 营收运营 |
| side project | 副业项目 |
| Sing 1 | 《Sing 1》(电影名,保留原文) |
| Sing 2 | 《Sing 2》(电影名,保留原文) |
| Skip | Skip(社区名,不译) |
| Slack | Slack(工具名,保留原文) |
| SLG (Sales-Led Growth) | SLG(销售驱动增长) |
| SME (Subject Matter Expert) | 领域专家 |
| solopreneur | 个体经营者 |
| solutioning | 方案设计(solutioning) |
| SWOT analysis | SWOT 分析 |
| Teams admin | Teams 管理员 |
| Tope | Tope(Calendly CEO 兼创始人,保留原文) |
| Venmo | Venmo(产品名,不译) |
| White Lotus | 《White Lotus》(剧名,保留原文) |
Reformatted by reformat_english.py
Calendly 快速增长的幕后故事 | Annie Pearl(CPO)
什么是产品战略
Annie Pearl: 战略本质上就是一套相互关联的选择,阐明你打算如何在所选定的市场中取胜。因此,一个好的产品战略要回答这些问题:你的制胜愿景是什么?但也许更重要的是,你打算在哪里竞争?你要进军哪些市场?这些市场中的哪些细分领域?这些细分领域中又有哪些用户画像?然后,你打算如何赢得目标受众?
Lenny: 欢迎来到 Lenny’s Podcast,在这里我采访世界级的产品领导者和增长专家,从他们打造和增长当今最成功产品的宝贵经验中学习。今天的嘉宾是 Annie Pearl。Annie 目前是 Calendly 的首席产品官。在此之前,她是 Glassdoor 的首席产品官。再之前,她在 Fox 担任产品管理总监。她同时也是 Skip——一个首席产品官社区的成员,并在两家不同的公司担任董事会成员。
在这次对话中,我们涵盖了很多话题,包括 Calendly 如何做产品、Calendly 的成长历程,其中包括他们获得前一千名用户的传奇故事,以及他们如何在一家历史上以产品驱动增长为核心的公司之上搭建销售团队。Annie 还分享了关于如何进入产品管理领域的大量实用建议。我从 Annie 身上学到了很多,我相信你们也会。Annie 还分享了几个超实用的 Calendly 使用技巧,我个人非常喜欢。话不多说,为大家请出 Annie Pearl。
Annie,欢迎来到播客。
Annie Pearl: 谢谢你的邀请,Lenny。非常高兴来到这里。
Lenny: 我一直远距离关注你,是你的粉丝。我们在 Reforge 上有过一些交集,在 Twitter 上也有过互动,可能还出席过同一场活动但彼此并不认识。所以非常高兴终于能够实时地、面对面地聊上了。
Annie Pearl: 我也是。
如何优雅地发送 Calendly 链接
Lenny: 我有一个关于 Calendly 的问题来开场。用 Calendly 时,让人觉得最尴尬的一点是,我不得不把操作负担推给对方去预约。我发了一个链接出去,但一直没找到一个好的方式,让对方不觉得这是一种居高临下的姿态。所以我的问题是,怎么发送 Calendly 链接才能让对方不觉得不舒服?
Annie Pearl: 好的,我很喜欢用这个问题开场。实际上我们有一整篇博客文章专门讲这个,如果你想了解更多的话可以去看看。
Lenny: 哦,好的。
Annie Pearl: 但从宏观层面来说,我建议首先为对方敞开一扇门,让对方先分享自己的空闲时间。所以不要一上来就发链接,我通常会在邮件开头写类似这样的话:很期待与您交流,欢迎分享您的空闲时间,如果更方便的话,也可以通过此处的 Calendly 链接在我的日历上选择合适的时间。在提供你的 Calendly 链接之前先给对方选择的空间,这是一种微妙的方式,让对方觉得可以主动掌握节奏。
第二点建议是,在你给对方开了这扇门之后,还可以通过在邮件中直接附上你的可用时间来进一步减少对方的操作成本。当你要分享 Calendly 链接时,有一个选项是”将时间添加到邮件”,然后你可以直接把这些时间粘贴到你正在写的邮件中,这样就又减少了一个摩擦点——不需要对方点击链接再跳转到 Calendly 页面。所以,先给对方选择的空间,然后把可用时间直接附在邮件里,这两件事是我为了确保不尴尬、不把负担推给对方而做的。
Lenny: 这个建议太棒了。第一个技巧其实正是我后来采用的做法。很有意思,就是你不会立即发链接,而是先问,“嘿,把你的 Calendly 发给我。“实际上我总是说”把你的 Calendly 发给我”,我默认对方用的就是 Calendly。想想还挺有趣的。
Annie Pearl: 没错。
Lenny: 我甚至不知道市面上还有什么别的替代品。
Annie Pearl: 很好,这就是我们想听到的。
Lenny: 当然,它现在本身已经成了一个代名词了。好的,这部分很棒。所以对所有听众来说,这里已经有了一个切实可行的建议。
Annie Pearl: 太好了。
从律师转型产品管理
Lenny: 接下来我们转向产品方面的话题,也是我们这次对话的主线。你最初是从律师转型做产品的。你之前跟我说过,很多人向你请教如何从其他职能——尤其是非技术背景的职能——转型进入产品领域。那么,当别人问你如何转型到产品岗位时,你会给他们什么建议?
Annie Pearl: 我觉得自己算是幸运的,法学院毕业后算是误打误撞进入了产品管理。我加入了一家初创公司的创始团队,最后在那里做起了产品管理。但当我想起那些想要进入产品管理领域的人,我觉得主要有两条路径。第一条偏正式一些。现在有不少 associate product manager(APM,助理产品经理)项目,很多已经上规模的公司,比如 Google、Meta,都有自己的 APM 项目,你可以正式申请。实际上,我们当时在 Box——一家比我刚提到的那些公司阶段早得多的公司——我们自己也创建了一个 APM 项目,用来培养更初级的 PM 人才。所以我觉得,你甚至可以在比大厂更小、更早期的公司找到 APM 项目。这是一条路径,就是正式的 APM 项目。
第二条偏”正式”的路径,就是直接申请初级 PM 岗位,这类岗位通常不要求任何经验。我通常看到这种方式效果最好的情况是,你已经在这家公司的某个与产品相关的职能岗位上,也许你在做客户支持、实施,或者你是销售工程师。你可以去看内部招聘板块,找到发布的初级 PM 岗位,这就是一种转岗的方式。所以正式路径大概就是 APM 项目和通过内部招聘板块申请这两种。
在非正式的路径方面,我主要有两个建议。第一个是主动寻找机会去跟一位产品经理跟岗或紧密合作,甚至主动提出分担一些工作。我带过的一些从其他职能转到产品岗的优秀 PM,他们通常都是先表达对产品的兴趣,然后开始和产品经理紧密合作,甚至在做正式转岗之前就已经开始做一些产品相关的工作了。
一个实操建议是,很多公司会有 subject matter expert(SME,领域专家)项目,他们希望把一个来自市场职能的人和一个产品小组或某个产品领域配对。成为 SME 之后,你就能真正深入地参与到产品团队中去。这是第一个建议。最后一个建议就是我自己走的路——加入一家早期初创公司。在那种环境下,通常默认每个人都要亲力亲为做各种不同的事情。所以如果你加入了一家早期公司,你可能就有机会尝试做产品管理。
Lenny: 所以你描述的可能有四条路径,甚至更多。加入 APM 项目。第二条是什么来着?
Annie Pearl: 在公司内部通过内部招聘板块申请。
Lenny: 就是直接申请初级 PM 岗位。第二条是,找一个愿意指导你的人,帮你开始做这个角色的工作。这个也是内部转岗吗?
Annie Pearl: 对,没错。
Lenny: 好的。
Annie Pearl: 然后这种路径的另一种形式是,有些公司会有 SME 项目。
Lenny: SME 项目是什么?
Annie Pearl: Subject matter expert,领域专家。比如你可以说:“我想确保我们的 CS(客户成功)团队在产品的这个领域有一位领域专家。“然后这个人就会和该领域的产品经理和设计师紧密合作。
Lenny: 明白了。然后第四类就是,加入一家初创公司,开始做 PM 的工作,最后你就成了 PM。
Annie Pearl: 完全正确。
最推荐的转型路径
Lenny: 这四条路径中,你觉得哪条最常见?你会倾向于推荐人们走哪条路?
Annie Pearl: 我在内部带过来很多人,走的就是这条路——一个人对产品真的很感兴趣,他表达了自己的兴趣,想要帮忙,想要学习,充满热情和好奇心。他们会把自己的意愿表达得很清楚,甚至愿意在业余时间做一些产品工作来帮忙,在获得这个岗位之前就展示和证明自己的能力。所以在我作为产品领导者的角色中,这条路径带过来的人可能是最多的。
Lenny: 关于 APM 项目这条路,你有没有推荐的 APM 项目?因为很多人听到这个会说:“是,但我不知道往哪申请,不知道哪些项目好。“我不知道你有没有一个清单,但凭你的印象,有哪些值得去申请的 APM 项目?
Annie Pearl: 开创这一切的是 Google,Google 的 APM 项目是最早的。Meta 显然也有一个非常成熟稳健的 APM 项目。但就像我提到的 Box 的例子,那些大厂的项目竞争非常非常激烈,大多数人都想进去。也许更好的策略是去找一家类似 Box 这样的公司,或者一家阶段更早、规模没那么大的公司,去看看它们的 APM 项目。如果你想的话,可以去 glassdoor.com——我以前在 Glassdoor 工作过,所以得顺便提一下——你可以搜索 associate product manager,我觉得你能找到大量可以申请的开放岗位。
Lenny: 这个建议很棒,我之前没听说过。去 Glassdoor 搜索 APM。所以你是通过搜索找到那些有 APM 这个职位的公司。
Annie Pearl: 对,你直接搜 associate product manager,就能看到所有开放的岗位,然后去申请就行了。
Lenny: 很好。好的建议。我发现,你刚才也提到了,最好的方式其实是内部转岗,如果你有这个选择的话。你本来在另一个职能岗位,找到一个愿意帮你转过来的人。
Annie Pearl: 你有现成的人际关系,可以很好地展示你的工作成果。另外我想说的是,当我回顾那些成功转岗的人,我觉得他们通常有几个共同特点:他们非常好奇,对产品和解决客户问题充满热情。有时候他们甚至会做一个 side project(副业项目)来磨练自己的 PM 技能。所以如果你正在考虑做这个转型,展现出对产品本身的热情和兴趣,以及对解决客户问题的投入,都是让自己被注意到、提高成功率的好方法。
为什么 APM 项目不常见
Lenny: 你觉得为什么没有更多的公司设立 APM 项目?这对那么多人来说明明是一件好事。为什么它这么少见?
Annie Pearl: 我觉得我们在 Box 建这个项目的时候——就拿那段经历来说——确实花了很多精力。如果你要做这件事,你就想把它做好,想创造一个能让助理产品经理成功的环境。最终目标是让每一个从 APM 项目毕业的人都成为正式的产品经理。所以这需要非常刻意的规划和投入。对我们来说,工作量很大。我们要确保面试流程清晰明确,要确保岗位期望清晰明确,我们还想加入培训环节。
我们想确保,再次强调,让每个人都能成功。所以我觉得公司必须达到一定的规模阶段,才能真正投入资源,有额外的能力来建设这个项目。我认为这样才能确保每一个参与其中的人都有机会真正学习、成长,并最终获得成功。
Lenny: 这和我们在 Airbnb 发现的情况一样。有一位产品经理非常热衷于推动 APM 项目,但始终没能真正落地。这确实需要投入大量精力。而且正如你所说,必须为参与者搭建成功的条件——要确保有清晰的路径,让他们能够顺利晋升为正式的产品经理,以及有配套的面试流程。
Annie Pearl: 还有,我们到底是在做面向内部的 APM 项目,还是面向外部的?我们是否要大力推广这个项目?所以,我觉得围绕项目本身还有很多附属工作需要考虑进去,才能确保它真正取得成功。
产品经理入门的难度
Lenny: 对。最后可能还有一点——我想你应该也会认同——就是产品管理这个行业本身就很难进入。这是普遍现象。相比于工程师或其他职能岗位,公司里的产品经理岗位确实少得多。
Annie Pearl: 没错。
Lenny: 所以,岗位本身就少,入行门槛高。但如果你确实想进入这个领域,这些就是可行的路径。
Annie Pearl: 是的,没错。
Calendly 的产品与团队建设
Lenny: 好,那我们换个话题,聊聊 Calendly。
Annie Pearl: 好的。
Lenny: 我想分两个方向来聊。第一,Calendly 是怎么做产品的?你在产品开发和团队建设方面有哪些经验?第二,聊聊 Calendly 是如何增长的,你在推动像 Calendly 这样的产品增长方面学到了什么。Calendly 是一个非常有趣的产品,尤其是从增长的角度来看。先从 Calendly 如何做产品说起。稍微交代一下背景,Calendly 大概有多少产品经理?总人数大概多少?对,就是给我们一些基本的概念。
Annie Pearl: 我想想,大概两年前我加入的时候,公司大约有 150 人,现在大概到了 600 人。产品团队方面,我刚加入时大约有 15 位产品经理和设计师,同样是大约两年前,今年我们大概有 60 人左右。
Lenny: 哇,60 位产品经理。
Annie Pearl: 是产品经理、设计师和研究团队加在一起。
Lenny: 明白了。那单说产品经理呢?
Annie Pearl: 产品经理的话,我估计大概 20 位。
Lenny: 好的。
Annie Pearl: 20 出头吧。
Lenny: 好。那能聊聊产品团队大致是怎么架构的吗?如果用树状结构来想的话。
Annie Pearl: 可以。如我刚才提到的,我们有产品经理、设计师、研究团队,以及产品运营。在我的产品领导团队里,有设计负责人、研究负责人和产品运营负责人。然后在产品经理团队内部,我下面有几位负责人,分别负责核心产品、企业和平台方向。
Lenny: 明白了。所以你管理设计团队和工程团队,对吗?
Annie Pearl: 不包括工程。是设计、产品和研究。
产品组织中的设计汇报线
Lenny: 明白了。我发现产品组织之间一个很大的差异就是——设计是否向产品负责人汇报。这背后的考量是什么?Calendly 之前有没有尝试过不同的方式?
Annie Pearl: 有的。我在 Glassdoor 担任首席产品官的时候,第一次有机会同时领导设计。所以来到 Calendly 时,我已经有同时领导产品、设计和研究的经验了。因此,鉴于我之前已经这样做过,进入 Calendly 时延续这个架构是顺理成章的。归根结底,这种架构最大的好处在于,能确保我们所做的每一件事都从端到端的用户体验视角出发来思考。如果产品经理负责确定我们要攻克的问题优先级,设计师负责思考如何将解决方案具象化来解决这些问题,那么让这两个职能统一向一个人汇报,就能让我们更全面地围绕端到端的用户体验来思考。
当然,产品和设计分别汇报给不同的负责人、最终都向 CEO 汇报,这种模式也是可行的。但当你达到一定的规模——无论是从人员管理的角度,还是从业务规模的角度——你经常会看到这种整合,产品和设计开始向同一位负责人汇报。至少在我的经验中,这有助于确保各项不同的工作能够很好地整合在一起,最终为客户交付更好的体验。
Lenny: 听起来在你加入之前 Calendly 并不是这样的。如果确实如此,做了这个调整之后有什么改善吗?
Annie Pearl: 当时的架构其实已经是这样的。只不过那个时候我们没有设计负责人,有很多非常优秀的个人贡献者,其中很多人在公司待了相当长的时间,为产品中已有的良好用户体验做出了很大贡献。但我们缺少一位设计领导者。所以我最早做的领导层招聘之一,就是引入了一位设计负责人,来真正建设这个职能。然后这位设计负责人作为同级合作伙伴,与产品管理组织中各个产品负责人协同工作。
产品团队的结构方式
Lenny: 那在架构方面,你能再往下分享一层吗?团队是怎么划分的?是围绕目标成果,围绕产品功能模块,还是围绕用户角色类型?你怎么思考这个问题?
Annie Pearl: 好的。我们有一个核心团队,主要负责核心的端到端用户体验。在很多方面,他们既做功能开发,也做增长工作。一方面他们在思考如何构建新功能和特性来服务我们的核心用户群体——通常是销售、招聘和客户成功领域的人。任何面向外部岗位的人,我们都在努力帮助他们更好地完成工作。所以核心团队一方面思考功能和特性来服务核心终端用户,另一方面做增长工作,思考 PLG(Product-Led Growth)漏斗——从获客、激活、转化到留存。这是一个团队。
第二个团队是我们的”企业组”。他们主要关注两类用户角色。一类是 IT 管理员,也就是需要确保 Calendly 安全可靠、拥有所需的各种报告机制来管理账户,以及有各种工具来大规模管理用户和群组的人。另一类是部门负责人。比如当 Calendly 销售给或被一个销售组织使用时,销售负责人虽然不是 IT 管理员,但他是 Teams 管理员,需要在 Calendly 内管理自己的组织。所以企业组既要考虑管理员,也要考虑各个部门,思考如何更好地服务这些部门。
最后,我们还有一个平台团队,主要思考如何将 Calendly 嵌入到我们所服务和支持的组织的业务流程中。这包括从合作伙伴关系、集成,到 API 的方方面面。
Lenny: 有意思。所以本质上是围绕问题/用户角色来划分的——你的目标客户是谁。
Annie Pearl: 没错,没错。围绕目标客户,以及使用这些功能的用户角色。然后让这些团队在产品开发过程中深耕并负责各自的用户角色。
OKRs 的实践与演进
Lenny: 你对 OKRs 怎么看?你们有在用某种形式的 OKRs 吗?
Annie Pearl: 有的。我们在公司层面使用了 OKRs。比如,今年全公司聚焦三个主要 OKRs。然后各部门也有自己的 OKRs,其中很多是为了支撑公司层面的 OKRs,但也有一些部门层面要做的事情,不会体现在公司层级的 OKRs 中。所以我们既在公司层面使用,也在产品层面使用。
Lenny: 关于让 OKRs 真正发挥作用,你有什么心得吗?有人喜欢它们,也有人讨厌它们。
Annie Pearl: 嗯。
Lenny: 你有没有做什么事情让 OKRs 真正起效?有没有做过什么调整,或者在如何使用 OKRs 方面积累了什么经验?
Annie Pearl: 有的。我刚加入的时候,可以说我们还没有建立起这方面的能力。当时既没有清晰的产品策略,也没有清晰的 OKRs 来指导工作。所以当时确实有很多出色的工作在进行,但很难说清楚这些工作之间如何关联,或者如何衡量这些工作的成效。这是第一个阶段。我认为第二个阶段是我们制定了一套产品策略,然后产品团队有了与产品策略相对应的 OKRs,但这些 OKRs 基本局限于产品团队内部,组织中的各个部门都有各自相互隔离的 OKRs。
然后到了第三个阶段,也就是我们进入今年的状态——我们有一套非常清晰的公司 OKRs,并且在全公司范围内制定了紧密衔接的计划,围绕如何支撑各项关键成果并最终实现目标。这是一次非常了不起的变革,体现在依赖关系的梳理上——能够确保我们在全组织范围内调动所有杠杆,来推动最重要的目标。
所以我认为这就是企业在成熟过程中的演进——从几乎没有 OKRs,到产品团队级别的 OKRs,再到现在拥有公司层面的 OKRs,并配合一个严密的规划流程,确保全公司有大量的协同整合来支撑我们作为企业需要达成的事情。
Lenny: 所以我听到的是,最大的变化和学习之一就是把 OKRs 从上到下贯穿起来,对吗?
Annie Pearl: 完全正确,完全正确。
Lenny: 除了 OKRs 之外,在公司和团队如何构建产品的方式上,还有没有其他改变对你们作为公司构建、交付和执行的能力产生了重大影响?
聚焦目标市场
Annie Pearl: 我认为我们做的最大改变之一是——我刚加入时,我们的产品服务了大量横向用户。我们帮助自由职业者、顾问这样的个人用户,帮助销售团队、招聘团队、客户成功团队,也帮助教育领域的人士。所以我们的用户群非常广泛。这意味着产品经理们在排优先级时非常困难。在任何时候,没有那种清晰度的话,真的很难决定应该做功能 A 还是功能 B。所以我认为我在任内早期做的最有影响力的事情之一,就是聚焦我们的整体产品策略,其中一个关键部分是:我们到底要攻克什么市场?这个市场中的细分市场是什么?每个细分市场中的用户画像是什么?
所以我们现在做出了一个相当明确的区分:虽然我们为销售团队、客户成功团队和招聘团队这些目标用户画像所做的功能工作,也会影响到不在这些画像中的用户,但这三个才是我们核心的 ICP。过去这总是一种取舍和疑问,而现在我认为我们在谁是目标市场、目标用户画像这个问题上有了很强的严谨性。团队可以据此来排优先级,也能为这些用户交付更好的价值。
Lenny: 听起来让团队更高效、行动更快、决策更迅速的最大解锁之一,就是精确聚焦到底要把产品卖给谁。
Annie Pearl: 我认为这是公司最难做的事情之一。听起来相对简单,而且我认为大多数公司都觉得自己在这方面已经很清晰了。但当你真正深入到细节,去问一个产品经理或设计师时,我不确定是否总是那么清晰,因为人们总是有些犹豫去说”不”,对吧?说”不”这个想法是令人害怕的。而实际上,敢于说”不”才能确保你为最重要的人打造出出色的产品,而不是为很多不同的人做出平庸或只是”还行”的东西。
Lenny: 在实际执行这件事的时候,有什么是非常困难的吗?比如说服大家我们要收窄范围,不去管某些用户——这个过程有什么教训?因为我猜很多创始人听了会觉得,“嗯,我们确实应该这样做,但是天哪,这不是把这么多钱留在桌上了吗,用户也会不高兴的。“
从 PLG 到销售驱动
Annie Pearl: 是的,我认为这是一个相当大的文化转变。这其中一部分与从产品驱动增长转向加入销售模式有关。我加入 Calendly 时,我们所有的 ARR 都来自 PLG 渠道。我们没有销售团队,当时刚招了一位 CRO 来组建销售团队。在那个模式下,你对产品的思考方式、对流程的思考方式,甚至团队里的人,都是为那种商业模式量身定制的。而随着我们向上拓展市场,明确开始面向团队用户、部门用户以及更大规模的组织,关于人、流程和产品的一切都需要改变。
我提到文化,是因为我认为它贯穿整个组织。做事的方式需要高度协同整合,而不再像纯自助式 PLG 业务那样可以相对各自为政——那种业务在很大程度上通过优化好的产品就能自行运转。所以需要大量的流程变革,需要引入组织的人员类型也会改变,随着新的销售模式的叠加。然后产品本身当然也需要改变。
所以我想说的是,PLG 和 SLG 即直接销售模式的例子,与你问的那个问题——“为了明确目标用户需要做出哪些改变”——是紧密相关的。我认为这在本质上高度涉及文化层面,横跨人员、流程,当然还有产品本身。
Lenny: 关于 Calendly 如何增长,我有一大堆问题,也许我们直接聊一些大家可能感兴趣的内容。先问这个——我猜测 Calendly 主要的增长方式是:我注册了 Calendly,当我预约会议时把它发给所有人,对方会问”这是什么?“然后觉得”哦,很酷,我也要用。“然后他们就开始用了,逐步扩散,最终销售团队会找到公司里大量使用 Calendly 的用户,试图让整个公司都采用。大致是这样吗?
Annie Pearl: 没错,我们 70% 的注册量都来自你刚才提到的那个病毒式传播闭环。然后,在这些注册用户中,通常一开始是个人用户,接着他们开始邀请团队成员加入,团队开始使用 Calendly,之后通常团队负责人会主动联系我们,或者我们通过某种 PQL 数据判断应该主动去找这个团队负责人,尝试就如何在他们的整个组织中推广 Calendly 展开对话。
Lenny: PQL 就是 product qualified lead,产品合格线索,对吧?
Annie Pearl: 没错,是的。
Lenny: 哇,真是一个了不起的闭环。这是一种人人都梦寐以求的神奇增长方式。
Annie Pearl: 确实非常惊人。
从 PLG 到销售团队的转型
Lenny: 天哪。好,回到之前的问题。Calendly 是什么时候招聘第一位销售人员的?在有了产品之后开始走这条路,有什么经验教训吗?
Annie Pearl: 好的。正如我之前提到的,两年前我加入时,我们刚刚聘用了第一位 CRO,当时 PLG 业务几乎贡献了我们 99% 的 ARR。在过去两年中,我们逐步扩大了销售团队和 SLG 模式。我们的 SLG 模式现在大约贡献了 20% 的 ARR,而且实际上它是业务中增长最快的部分。关于早期销售招聘,我认为有两个方面值得谈。第一点是,当你从 PLG 转型到加入销售驱动模式时,由于你起步于 PLG,销售性质上往往更加以 inbound(入站)为主。你的销售人员跟进的线索通常是主动联系过来的、有兴趣的用户,或者正如我们提到的 PQL——他们有数据表明某个团队内部有使用行为,因此应该主动联系。
所以,这种销售人员画像与你后期需要大规模 outbound(出站)开拓时所需的人才是非常不同的——更需要”猎人”型而非”培育”型。因此,我认为第一点就是,在转向销售驱动模式时一定要考虑清楚你的销售方式。在早期阶段,主要以 inbound 为主,所以你需要的销售代表不一定是要那种擅长 outbound、以猎取客户为主的人。
Lenny: 关于这一点我有个小问题,因为这确实很有意思。我不确定你在招聘这些人时参与程度有多深,但判断标准是看他们的背景——比如他们之前在类似的公司工作过?还是性格类型?有没有什么特别值得关注的?
Annie Pearl: 我认为主要还是看背景,以及他们之前做过哪种类型的销售,而不是性格类型。但第二点也很重要,我也来回答一下你这个问题,那就是目标买家。当你从 PLG 转向销售驱动模式或加入直销模式时,买家通常就是部门负责人——销售负责人、营收运营负责人、招聘负责人,而不是 IT 部门的高级管理人员或 CIO。因此,向这类人群销售和向 IT 部门销售是完全不同的。
所以我认为你必须再次确保,在早期阶段你招到的销售人员与目标买家是匹配的。回到你的问题——这意味着什么?你不一定想在早期招一批来自 Oracle、擅长向 CIO 销售的人,因为那不会是你的买家。当然,我认为最终会发展到那个阶段,但可能会从团队负责人开始,到 IT 相关人员,再到最终由 CIO 主导的采购,但这肯定是几年之后的事了。所以要确保你早期引入的人才画像既匹配目标买家,也匹配你获取客户的方式。
Lenny: 那判断这一点的方式是不是类似的?看他们之前工作过的公司,比如是偏 PLG 类型的公司?
Annie Pearl: 没错,就是这样。
产品团队与销售团队的协作
Lenny: 好。顺着这个思路,作为产品负责人,与一个强大且庞大的销售团队合作,你有什么心得——关于如何建立那种关系,以及如何打造一个能与销售组织紧密、高效协作的产品团队?
Annie Pearl: 首要的一点就是客户同理心。归根结底,要把销售团队和 go-to-market(走向市场)团队视为一种非常重要的资产,能帮助你作为产品经理更贴近客户。我确实见过一些组织——或者说我自己的经历中也有——产品团队不太愿意被销售打扰,但我的看法恰恰相反:销售和整个 go-to-market 团队实际上可能是帮助你把工作做好的最大资产。
我在 Box 的时候,是企业团队的产品经理,我花了大量时间深入一线。如果不是与销售团队保持密切关系并借助他们的力量,我真不知道自己该如何判断该做什么、该怎么去做才能解决客户的需求。因为他们接触的客户数量是我每周能接触到的十倍,我可以真正依靠他们来传达客户的声音,帮助我做出最佳的产品决策。
[此处跳过一段广告]
产品优先级排序
Lenny: 我很好奇你作为产品团队是如何进行优先级排序的。销售人员会不断找过来,你自己可能也会遇到各种问题,还有创始人可能想让你做这做那——这是产品管理中很经典的问题。但我很好奇你是否找到过什么框架或方法,来决定在所有你听到的东西中究竟该构建什么。
Annie Pearl: 这正是产品经理面临的核心挑战,对吧?
Lenny: 补充一句,我觉得产品经理的核心工作就是告诉大家下一步做什么——下一个要做的事情是什么。
Annie Pearl: 没错,而且希望你能有充分的理由说明为什么”下一步做这件事”能产生最大影响——这也正是我的出发点。我认为一切都始于清晰的产品战略,它会决定若干关键事项。我喜欢一个出自《Playing to Win》这本书的框架,它阐述了战略本质上就是一组相互关联的选择,用以界定你打算如何在所选的市场中取胜。因此,一个好的产品战略要回答这样一些问题:你的制胜愿景是什么?但也许更重要的是,你打算在哪里竞争?你要进入哪些市场?那些市场中的哪些细分?那些细分市场中的哪些用户画像?然后,你打算如何在这些目标受众面前取胜?
我认为这个框架之所以能与我们之前讨论的优先级排序衔接起来,是因为它迫使你明确界定你要在哪里竞争,以及哪里是你不去竞争的地方。这确实能帮助产品团队聚焦于为一组非常清晰的人群交付价值,而不是试图为所有人构建产品。所以,一旦你确立了战略,或者界定了你要进入的战场,接下来我认为就可以围绕这个战略来分解你的产品工作。
举个例子。在 Calendly,我们的愿景——即制胜愿景——是成为安排、准备和跟进外部会议的最佳平台。然后,我们围绕如何实现这一愿景规划了三个阶段。我来到这里的第一年,我们在第一个阶段和第二个阶段上投入的资源比例大约是 70/30,而第三个阶段投入了 0%。那太远了,我们还不打算在那个阶段做任何投入,但我们清楚自己的方向。
到了第二年,这个比例发生了变化。第一阶段和第二阶段变成了 50/50 的分配,但仍然没有对第三阶段做明确的投入。现在进入第三年,我们大幅缩减了第一阶段的投入,大约降到 30%,第二阶段占 60%,第三阶段大约 10%。所以,关于优先级排序这个问题,总结一下:我认为它始于一个非常清晰的产品战略,界定你要在哪里竞争、如何取胜。然后,各项工作和资源的分配比例就应该直接对齐这个产品战略,确保你在通往最终制胜愿景的道路上走在正确的位置。
Lenny: 我不知道你能分享多少,但有没有这样一个功能——人们一直想要,但因为战略、长期愿景的原因一直没有被构建?就是那种”不行,不符合我们的方向,我们不会做”的情况。
Annie Pearl: 有的,我觉得最好的例子是:有很多小企业和个体经营者希望我们接入 Venmo 集成。我们已经有了 PayPal 集成。但我们真正要攻克的目标市场、核心 ICP 是组织内部的人群——正如我之前提到的,销售团队、招聘团队、客户成功团队。所以对这些用户画像来说,去追求一个 Venmo 集成并不合理。当然,我们为这些核心画像构建的很多东西也会惠及小企业、个体经营者和自由职业者,但那个特定的功能在当前战略下显然会被降优先级。
Lenny: 这个例子太好了。我想回到增长的话题,但在那之前,既然我们聊到了规划和优先级排序这个话题,我很想了解一下你们在 Calendly 是怎么做规划的?详细的计划做到多远?路线图覆盖多长时间范围?多久做一次规划?你能分享的都可以说说。
产品规划流程
Annie Pearl: 这同样——我感觉自己在重复说同一句话——从未来几年我们要走向哪里的清晰战略开始,然后我们把它拆解为:作为一家公司,今年最重要的是做哪些事情,才能在战略方向上取得正确的进展。所以我们有公司层面的 OKR,今年大约有三个。这些公司级 OKR 中的关键结果是按年度衡量的,但我们会在季度维度设定里程碑,这样就能比半年或年度更频繁地追踪进展。
这是从宏观层面来说的。然后,我们的产品路线图当然要支撑这些需要在年内交付给业务的关键结果,但再按季度进行拆解。
有一点我想快速提一下,就是关于估算和日期。过去一年我们做的改变是,转向了一种模式:只谈论、承诺和兑现那些在我们控制范围内的日期。如果你想想产品开发生命周期,我们可以承诺去做一个探索工作——围绕某个问题空间做调研,我们对这项工作什么时候结束可以有一个大致的判断。我们不知道最终是否会真正推进——根据调研结果,我们不确定是否会在那个方向上继续投入——但这是一项我们可以承诺的工作。
从那里出发,接下来我们进入:“好的,如果这是我们想要攻克的问题空间,我们会去尝试几个不同的解决方案,做一些用户测试,最终确定一个方案”——这是另一个我们可以承诺的阶段。然后,当这些真正完成后,我们不仅明确了问题,也明确了解决方案,这时就可以做工程层面的估算和排期,确定交付日期。所以我们在改进,做得越来越好——只对眼前的工作做出承诺,而不是对一个六个月后、连探索和设计都还没充分做的项目做出承诺。
Lenny: 这真的很棒。你们对这些阶段有专门的术语吗?就是这些必须通过的关卡?你怎么描述这个流程?
Annie Pearl: 有的。第一个阶段我们一般就叫”探索”(discovery)。第二个阶段叫”方案设计”(solutioning)。第三个阶段是”构建”(build)。第四个阶段是”发布、度量与迭代”(launch, measure and iterate)。
Lenny: 很好。
Annie Pearl: 然后我们围绕这个框架设计了整个产品开发生命周期。
Lenny: 所以,比如”探索”,它是作为一个季度的路线图事项,这就是你们承诺要做的?如果进展顺利,下个季度就进入下一步?
Annie Pearl: 对,完全正确。
Lenny: 太好了。关于战略文档这个产出物,它是什么样的?你们有没有一个 Google Doc 模板?长什么样?有意思的是,不在某个公司工作、或者只在一家公司工作过的人,他们很难看到战略文档,也很难找到实例。所以我一直很好奇这些文档到底长什么样。你能分享的都可以——它们的形式、存在哪里、有多长,等等。
战略文档的工具栈
Annie Pearl: 我们有几个不同的层次。第一层是高层级的三年战略,这是在公司层面制定的。这个文档有配套的幻灯片,已经向全公司做过多次宣讲。它也是新员工入职培训的一部分,确保每个人都理解我们未来三年的方向,以及今年的目标如何融入其中。这是最上层的。
接下来是产品团队的 OKR(目标与关键结果)。通常从文档开始,我们在文档里撰写,之后会转化为幻灯片向全公司展示。这些材料集中存储在一个固定位置。再往下就到了功能级别或项目级别。我们有不同类型的模板,供团队根据工作类型选用。我们是重度 Confluence 文化,所以 Confluence 是我们存储和管理相关工作信息的主要工具之一。
Lenny: 很好。顺着这个话题,Calendly 产品团队的整体工具栈还包括什么?
Annie Pearl: 我们之前谈到了路线图规划——通常从文档开始,会用到 Mural 白板,最终以幻灯片呈现。路线图追踪方面,我们使用 Aha 和 Airtable。沟通协作方面,使用 Slack 和 Loom。缺陷管理使用 Jira。让我想想,还有别的吗……
Lenny: Confluence,你刚才提到了。
Annie Pearl: 对,Confluence。Confluence 我们用得非常多。还有 Pando——我们在发布新功能时大量使用 Pando 来帮助用户在产品内学习。我想主要就是这些了。
Lenny: 文档是 Google Docs,幻灯片是 Google Slides。
Annie Pearl: 没错。
Lenny: 好。
Calendly 的最初一千个用户
Lenny: 好,我换个话题,回到增长相关的问题,然后再问几个关于产品团队的问题。Calendly 是怎么获得最初一千个用户的?
Annie Pearl: 这个问题很好,我今天早上还特意跟 CEO 核实了一下。这个故事有几个非常有趣的地方,Tope 在早期做了几件关键的事情来获得前两千个用户。先介绍一下背景——我们的 CEO 兼创始人 Tope 是从销售起步的,在销售领域工作了很多年。所以他对尝试与潜在客户安排外部会议的种种痛点非常熟悉,对这个问题的理解极其深入。他评估了市场上所有的日程安排解决方案,得出的结论是:真的没有好产品,尤其是对预约接收方来说体验很差。他看到了颠覆的机会,于是动用了自己的 401(k) 退休账户,取出了所有积蓄。他没有融资。
Lenny: 那个时候取钱出来罚金可不少。
Annie Pearl: 确实。这一点说得很好,我从来没问过他这个问题。他雇了一家乌克兰的外部开发公司来构建 Calendly 的第一个版本。这就是 Calendly 的起源背景。关键的是,最早的 10 个用户其实是那家开发公司所服务的另一家教育行业公司的客户成功专员——那家公司和 Tope 使用的是同一家开发团队。所以他实际上是通过自己雇佣的开发公司找到了第一批用户。
这些客户成功经理(CSM)当时用 Calendly 来安排与 K-12 教育阶段家长的通话。然后那些家长也开始用 Calendly 来安排自己的家长会日程。接着学校也开始使用,学校里所有的家长又把 Calendly 用在各种其他场景中,就这样有机地增长了起来。这是一个方面。
另一个很重要的方面是,他一开始就设置了免费版。整个产品都是免费的。说实话,部分原因是当时还没能力构建计费基础设施,所以免费某种程度上是出于不得已,但产品确实也是免费的。所以它不仅比市面上的替代方案更好,而且是免费的。病毒式传播的循环,加上通过开发公司获得最初 10 个用户,再加上免费策略——我觉得正是这些因素的组合带来了最初的两千、然后一万个用户,再后来就是数百万用户。
Lenny: 这太疯狂了。我从来没听过这样的故事——帮你构建产品的团队,最终成了你最初增长的来源。
Annie Pearl: 我知道,确实很不可思议。
Lenny: 天哪。Calendly 的历史里怎么有这么多好事。
Annie Pearl: 是啊。
Lenny: 而且还是在乌克兰。我其实来自乌克兰。
Annie Pearl: 哦,太好了,真棒。
Lenny: 很酷。
Annie Pearl: 对,他们很棒。
Lenny: 而且有意思的是,成功企业从承包商工程师起步的情况很少见。一般建议都是”不要这样做”。所以这是一个很好的反例——其实也是可行的,尤其是当他们成了你的第一批用户并帮你传播的时候。
Annie Pearl: 而且我们至今仍在和他们合作。他们非常出色,有很优秀的工程师,他们仍然是我们文化的一部分,这很好。
Lenny: 所以 Calendly 最初是在乌克兰流行起来的。
Annie Pearl: 可以这么说。
Calendly 当前的增长动力
Lenny: 关于 Calendly 如今的增长方式或者历史上的增长方式,有什么会让人们感到意外的?
Annie Pearl: 大多数人可能把 Calendly 想象成一个日程链接,主要供个人用户减少邮件和预约的来回沟通。他们想到的是一对一的使用场景。但我觉得人们会惊讶地发现,我们的团队业务——即组织中多个用户希望协作安排日程——增长速度远快于个人用户业务。我们认为未来增长的方向就在这里:服务这些处于面向外部角色的团队用户,向各部门销售,支持跨整个组织的多部门部署。
所以,Calendly 仍然被广泛认知为消除邮件来回的个人工具,但我们看到的增长以及未来的方向,其实是团队用户、部门用户,以及组织中多个部门的规模化使用。
Lenny: 听 Calendly 的故事觉得有太多好事自然发生,基本上不需要花钱就增长得这么好。我觉得人们没有意识到,这种增长最终会放缓、逐渐趋平。你需要以非常主动的方式驱动增长,就是你描述的那些新方向。人们往往以为只要找到某个病毒式传播的东西就能一直好下去,但它终究会放缓。
Annie Pearl: 是的,毕竟愿意掏出信用卡的个人用户就那么多。而且我觉得,当你做到数亿美元 ARR 的规模时,光是大数法则就意味着增长会放缓。所以你必须想办法找到下一个增长曲线在哪里。Calendly 令人欣慰的地方在于,虽然我们确实构建了支持团队和部门的功能特性,但我们是”被拉过去的”。不是那种我们先说”我们需要找到下一个增长杠杆,去建 X”的情况,而是客户通过他们使用产品的方式,把我们拉向了那个方向。
所以,这又是一个非常幸运的处境。但当你在数据中看到客户的使用方式,发现他们想要在团队层面做日程协调时,那就是我们的早期信号,预示着业务未来的走向。
Lenny: 我好像没提过,我是 Calendly 的付费用户。我就是用它来预约这些播客节目的。
Annie Pearl: 太好了。
Lenny: 你抓住我了。我最开始用的时候它还是完全免费的,我当时就想,“他们怎么赚钱啊?“这功能太强大了。
Annie Pearl: 然后你现在知道了,当初免费几乎是意外。
Lenny: 对,我当时就想,“来吧,收我的钱吧,这让我的生活方便太多了。” Calendly 产品团队有哪些有趣或独特的传统和文化方面的做法?
OPA 会议与竞争对抗演练
Annie Pearl: 有几个我觉得值得一提的有趣做法。一个是,我们有一个会议叫 OPA,意思是”机会/问题、评估”。这个会议基本上是产品经理之间的会议,我甚至都不参加。它让 PM 们定期聚在一起,围绕他们想要调研的领域和问题,或者拿到数据和研究结果后评估一个机会是否值得推进、是否要真正去开发解决方案,进行辩论、讨论和碰撞。所以在产品开发生命周期中,这确实是让产品经理们经常聚在一起、深入思考、辩论、讨论的一种机制。我知道他们每个人都从中获益很多。
Lenny: 这让我想起一个类似但很糟糕的版本。我有个朋友在 Zynga 做 PM,他说他们有个会议,PM 要向所有其他 PM 展示自己的计划,就像在一个鲨鱼池里,每个人都来”撕碎”你,专门挑毛病。整个会议就只有这个。
Annie Pearl: 在我们这个 OPA 会议上,情况恰恰相反。我觉得每个人是真的需要这个会。他们会说,“哎,我真的需要把这个带到 OPA 上,因为我正在思考这些问题,我很想跟其他人碰撞一下。“所以我能想象它变成你说的那种情况的场景。实际上,我不参加这个会议的部分原因就是,我真的希望每个人都能开放、透明地提供反馈,不要觉得我在场就会带来评判,或者需要因为我在场而表现得不一样。所以这是我刻意不去的原因。
另一个有趣的做法是我们所谓的”竞争对抗演练”。按照一定的时间间隔,有时是每季度一次,我们会把人分组,每组负责一个竞争对手,为期一个季度。他们的任务基本上是大量时间沉浸在竞争对手的产品中,做一个 SWOT 分析,真正从竞争对手的战略方向来思考,以及 Calendly 应该如何据此思考自身的战略。
花一个季度做这件事之后,我们会举办一个”竞争对抗演练日”,每个团队来展示,还有奖品,非常好玩。而且这是一个很好的方式来持续跟进市场动态,而不需要每个产品经理、设计师都深入每个竞争对手的细节——毕竟竞争对手很多。我们通过这种”竞争对抗演练”把所有这些知识汇聚起来。
Lenny: 这很酷。你们做这些练习的方式让人印象深刻,看起来都很积极、友好、有建设性。听起来 Calendly 有一种相当独特的文化。我很好奇,Calendly 在构建产品方面的价值观或原则中,还有什么是核心的吗?
聚焦目标用户的核心原则
Annie Pearl: 我之前提到的确实是我们构建产品的核心——锁定目标用户和目标市场。我觉得这其实相当罕见。在我见过的大多数组织中,大家有这个意愿,但一到真正要做决定的时候,高管们很难对事情说不。Calendly 有一条核心原则叫”明智聚焦”,它已经深深嵌入我们的文化中。所以我认为我能成功地在目标人物画像上创造清晰度,其中一个原因是”明智聚焦”已经内化在 Calendly 的文化里了。
所以我不确定这在每个组织都能奏效。很多组织在说”不”方面确实很挣扎,总是在加更多东西,而不是拿掉。但从精神内核来说,围绕聚焦——以及通过聚焦来为目标客户交付最高质量的产品——确实有一些独特之处。我认为它始于公司层面一些更广泛的文化范式,然后我们已经把这种思维嵌入到我们构建产品的方式中了。
Lenny: 你们还有什么其他方式来灌输这一点吗?听起来这是一个核心价值观。你们会在办公室贴海报吗?还有什么其他方式让大家保持聚焦?
Annie Pearl: 我们是一家完全远程的公司。所以你现在让我动脑子想了——能不能搞点什么虚拟便签让大家贴在笔记本电脑上提醒自己?
Lenny: 比如虚拟背景之类的。
Annie Pearl: 对,没错。嗯,它已经嵌入到很多文档中了。比如我之前提到的那些模板中就有体现——从我们组织 OPA 的结构、大家要讨论的文档,到他们去创建正式的 PRD,都有体现。当团队来参加我们的产品评审时,我们有一个模板,不断强化这几个问题:目标客户是谁?在那个客户群体中的目标用户是谁?他们的需求是什么?然后我们打算如何比市场上任何替代方案更好地满足他们的需求。所以我觉得有很多不同的强化机制来维持这种聚焦。
Lenny: 我觉得有时候这种东西源于公司曾经遇到的一个大问题,然后你们就往另一个方向倾斜——聚焦,这就是我们要为之构建的四类用户——于是它就根植到文化中了。
从横向平台到深度聚焦的转型
Annie Pearl: 我觉得你说得对。因为 Calendly 起初是一个横向产品,这其实非常棒——正是靠着横向覆盖,它才能实现病毒式增长,找到了进入日程安排领域的切入点。我们的第一个阶段,也就是成为最好的横向日程自动化平台,正是建立在这种横向聚焦之上的。所以这其实是一种优势。但当我们考虑向第二阶段转型——真正深化对特定团队、部门用户以及垂直行业的支持时——我认为那就是一个转折点,我们意识到,要从第一阶段跨越到第二阶段,就必须做出真正的取舍决策,必须建立这种聚焦,才能让团队真正朝着那个方向执行。所以我觉得这一点说得非常到位。我们确实需要围绕聚焦来建立清晰度,因为我们正试图从一个服务大量用户的广泛横向平台,转向对特定用户群体和特定部门团队进行更深度的投入。
从 Box 到 Glassdoor 再到 Calendly 的经历
Lenny: 在加入 Calendly 之前,你在 Box 工作,再之前是在 Glassdoor。我想问两个不同方向的问题,你可以选择想回答哪个。你认为这三家公司在文化上最大的差异是什么?如果让你归类的话——“我会这样描述 Glassdoor,这样描述 Box,这样描述 Calendly”。或者,你从那两家公司带走了什么经验,应用到了 Calendly 以及未来的机会中?
Annie Pearl: 我很喜欢这个问题。它们确实各不相同,这也是为什么我觉得非常幸运,能拥有这些截然不同的经历。先说 Box 吧,我回答你的第二个问题。我加入 Box 的时候,公司正在向上拓展市场,试图尽可能多地抢占企业市场份额,我当时在企业产品管理团队。所以正如我之前提到的,我花了很多时间与客户交流,特别是第一年,我努力熟悉业务。我觉得那段时期我最大的收获,是学会如何提出正确的问题,真正理解客户需求背后的”为什么”,然后找到一种解决方案——既能解决他们的问题,又能满足更广泛客户群体的需求。
我很早就清楚地意识到,如果我只是分别去构建客户 A 想要的、客户 B 想要的、客户 C 想要的,不仅做三次是浪费精力,更重要的是,他们让我构建的东西会对终端用户体验产生负面影响。而维护终端用户体验至关重要。所以,学会如何提出正确的问题来理解真正的问题所在,然后构建最具扩展性的解决方案来覆盖大量客户的同类问题集——这大概是我在 Box 最大的收获。
转到 Glassdoor,商业模式完全不同。Glassdoor 其实更像一个面向消费者的业务,每月有 6000 万独立用户访问,它是一个求职者与雇主之间的市场平台,高度依赖消费者参与、流量增长,以及引导这些流量来互动并申请职位。所以在我担任首席产品官期间,我负责这个市场平台的两端——消费者业务和 B2B 业务。我学到了如何打造面向消费者的 PR 产品,如何思考漏斗优化,如何组建增长团队并将增长作为一个职能来推进,如何利用数据和 A/B 测试来做决策。所以这种消费者思维模式以及做产品的方式,后来被我带到了 Calendly。Calendly 其实是两者的结合——正如我们聊过的,它首先是 PLG 业务,看起来很像 Glassdoor 那样的消费者业务;同时它又有一个直销业务,看起来更像 Box 的企业业务。所以我觉得自己能够把从 Box 和 Glassdoor 分别学到的经验融合在一起,应用到 Calendly。
Lenny: 真是一段精彩的经历组合。我试着想象你同一天使用这三个产品——发一个 Calendly 链接,把文件存在 Box 里,再看看公司评价……
Annie Pearl: 还有招聘。
Lenny: 还有招聘。对对,不是在找新机会。好的。最后一个问题。你参与了一个叫 Skip 的社区,如果我没记错的话是 Nikhyl 和其他几个人在运营。我想听听这个社区的情况,以及如果有人觉得合适,怎样才能加入。
Skip 社区
Annie Pearl: 好的。大约两年前,正如你提到的,Nikhyl——Credit Karma 的前首席产品官,现在是 Meta 的产品副总裁——召集了一小群首席产品官,大家所在的公司都处于相似的增长阶段,都是后期增长阶段的公司,我们在角色中面临着相同的挑战。他把这个社区正式化了,帮助我们互相交流经验,讨论如何应对各自面临的挑战,让大家在各自的岗位上更加成功。我们常开玩笑说,自己就像一个互助小组。
我们每周日开会,这对我过去几年在 Calendly 的工作来说价值非凡。后来我们把这个小组扩大到了大约 23 位产品负责人和首席产品官,章程也稍微扩展了一些,我觉得很有意思——不仅帮助产品领导者在当前角色中取得成功,还要帮助他们为下一份角色做好准备。所以我们正在尝试一些有趣的方式来帮助产品领导者成长。其中一个是,我们目前正在与几家公司合作试点,帮助他们在招聘第一位产品负责人或第一位首席产品官时,更精准地明确自己在找什么样的人,并与我们认识的招聘合作伙伴配合,真正提高他们找到合适候选人的成功率。这是我们在做的一件有趣的事。
我们最近还上线了一个播客,涵盖的话题包括如何管理下一次求职、如何避免倦怠、拆解股权之类的,以及其他一些当下热门的话题。此外,我们还有一个活跃的 Discord 服务器,里面有各种各样的频道,话题涵盖如何处理 CEO 与首席产品官的合作关系、薪酬问题、甚至分享规划经验、分享顾问机会或其他首席产品官职位的信息。所以这真的是一个非常有趣的实验,让我们看到了社区的力量。我知道 Lenny 你在社区方面也做了很多工作——社区帮助我们所有人变得更高效,也让我们觉得自己背后有一群人在支持我们,而这确实是一个非常艰难的角色。
Lenny: 我很喜欢这个。我想人们看到首席产品官的时候,可能会觉得他们什么都知道了,身边有一堆同角色的朋友。但实际上,这个角色很多时候是孤独的。所以我能理解这样一个社区的力量——帮助人们了解什么样的人适合这个角色、如何找到这样的机会,是的……
Annie Pearl: 最好的方式是在 LinkedIn 上关注 Skip 社区。我们的目标群体是产品负责人,大致是 B 轮、C 轮及以后的公司,一直到后期增长阶段的公司,以及首席产品官。所以建议先在 LinkedIn 上关注 Skip 社区,如果你看到里面有群组成员,可以主动联系他们,了解一下社区的情况以及加入的方式。
Lenny: 那么,如果是一家正在招聘首席产品官的公司,似乎也可以联系你们。
Annie Pearl: 是的,那很好。那很好。
Lenny: 好的。也是通过 LinkedIn 找到 Skip 社区来联系吗?
Annie Pearl: 是的,可以。
Lenny: 好的,酷。我们也会把所有链接放在节目备注里。好了,接下来进入我们非常精彩的快问快答环节。我准备了六个问题。准备好了吗?
Annie Pearl: 来吧。
Lenny: 你最常推荐给别人的两三本书是什么?
Annie Pearl: 《Playing to Win》,就是我之前提到的那本,还有《Good to Great》和《Hooked》。
Lenny: 太棒了。除了这个播客之外,你最喜欢的其他播客是什么?
Annie Pearl: 我觉得我是通过 20VC 的 Harry 认识你的,应该是这样。不过不管怎样,我要安利一下他的播客,非常不错。
Lenny: 是的,Harry 是这个播客的发起人。我之前上了他的播客,然后他说”Lenny,你应该也做一个”。
Annie Pearl: 你必须做。
Lenny: 他是这个播客的教父。
Annie Pearl: 确实是。太好了。
Lenny: 最近最喜欢的电影或电视剧是什么?不能说《White Lotus》。
Annie Pearl: 我有两个年幼的孩子。所以不管我愿不愿意,答案都是《Sing 2》。这是一部很棒的电影,尤其是如果你有小孩的话。
Lenny: 《Sing 2》。所以是《Sing》的第二部?
Annie Pearl: 没错,没错。跟《Sing 1》不同。《Sing 2》更好看。
Lenny: 更好看。好的,酷。我没看过。
Annie Pearl: 我倒希望你确实没看过。
Lenny: 好的,酷。你面试时最喜欢问的问题是什么?
Annie Pearl: 跟我说说你最大的产品失败。发生了什么,你又是怎么处理的?
Lenny: 你在回答中寻找什么?什么样的回答算是好的回答?
Annie Pearl: 一个人对失败有多严重、为什么失败,能做到极度坦诚。面试的其余时间里,他们都在告诉你自己做了哪些了不起的事、取得了哪些成就。所以我认为,关于失败有多严重以及原因的回答越是真实、越是赤裸,就越好。
Lenny: 太棒了。下一个问题。我觉得你可能已经回答过了——你日常使用的排名前五的 SaaS 产品是什么,工作或生活中的都算?
Annie Pearl: Slack、Miro、Loom、Pendo 和 Confluence。
Lenny: 太棒了。而且这跟其他人的回答确实不一样,很有意思。你这套工具栈还挺独特的。
Annie Pearl: 我很喜欢。
Lenny: 最后一个问题。你最好的 Calendly 专业技巧是什么?
Annie Pearl: 好的,我们刚刚上线了一个我个人非常喜欢的新功能,叫 Customized Once and Share。它让你可以即时修改一个事件类型,调整标题、时长,或者根据你要发送的对象覆盖某个日期,而不需要为了一个小改动去创建一个全新的事件类型。所以它解决的就是那种一次性场景——你需要根据发送对象做一点小调整,但又不想费力去创建一个全新的事件类型。我非常喜欢这个功能,大家可以去试试。
Lenny: 太棒了。我正需要这个。我经常需要屏蔽某些日期、修改时间,现在都只能在自己的日历、Calendly 里手动操作。
Annie Pearl: 那你可以用这个功能了。
收尾
Lenny: 好了。Annie,这次太棒了。我们学到了很多关于 Calendly 增长和产品构建的内容。最后两个问题。一是,人们如果想了解更多、联系你、或许问一些问题,可以在哪里找到你?二是,听众怎样能帮到你?
Annie Pearl: 找到我的话,最好的地方是 LinkedIn。至于怎么帮到我,第一,Calendly 正在招聘,如果你感兴趣的话,可以看看 Calendly 产品团队的开放职位。第二,欢迎对这个节目分享反馈,发到 a.pearl@calendly.com。第三,就像我们聊到的,欢迎在 LinkedIn 上关注 Skip 社区。
Lenny: 太棒了。我们会在节目备注里放上所有链接。Annie,再次感谢你来参加节目。
Annie Pearl: 非常感谢你,Lenny。
Lenny: 大家再见。非常感谢大家的收听。如果你觉得这期节目有价值,可以在 Apple Podcast、Spotify 或你喜欢的播客应用上订阅。另外,也请考虑给我们评分或留下评论,这真的能帮助更多听众找到这个播客。你可以在 lennyspodcast.com 找到所有往期节目或了解更多关于这个节目的信息。下期再见。
术语表
| 原文 | 中文 |
|---|---|
| 20VC | 20VC(播客名,保留原文) |
| 401(k) | 401(k)(美国退休储蓄计划,保留原文) |
| Aha | Aha(产品路线图管理工具,保留原文) |
| Airtable | Airtable(工具名,保留原文) |
| APM (Associate Product Manager) | 助理产品经理 |
| ARR (Annual Recurring Revenue) | ARR(年度经常性收入) |
| Box | Box(公司名,不译) |
| build | 构建(build) |
| Calendly | Calendly(产品名,不译) |
| Coda | Coda(已跳过广告) |
| competitive war gaming | 竞争对抗演练 |
| Confluence | Confluence(工具名,保留原文) |
| CPO | 首席产品官 |
| Credit Karma | Credit Karma(公司名,保留原文) |
| CRO (Chief Revenue Officer) | CRO(首席营收官) |
| CS (Customer Success) | 客户成功 |
| CSM (Customer Success Manager) | 客户成功经理 |
| Customized Once and Share | Customized Once and Share(功能名,保留原文) |
| Discord | Discord(平台名,保留原文) |
| discovery | 探索(discovery) |
| focus wisely | 明智聚焦 |
| Fox | Fox(公司名,不译) |
| Glassdoor | Glassdoor(公司名,不译) |
| go-to-market | go-to-market(走向市场) |
| Good to Great | 《Good to Great》(书名,保留原文) |
| Google Docs | Google Docs(工具名,保留原文) |
| Google Slides | Google Slides(工具名,保留原文) |
| grower profile | ”培育”型画像 |
| Harry | Harry(人名,保留原文) |
| Hooked | 《Hooked》(书名,保留原文) |
| horizon | 阶段(horizon) |
| hunter profile | ”猎人”型画像 |
| ICP (Ideal Customer Profile) | ICP(理想客户画像) |
| inbound | inbound(入站) |
| individual contributors | 个人贡献者 |
| IT admin | IT 管理员 |
| Jira | Jira(工具名,保留原文) |
| K-12 | K-12(美国基础教育阶段,保留原文) |
| launch, measure and iterate | 发布、度量与迭代(launch, measure and iterate) |
| Lenny | Lenny(播客主持人,保留原文) |
| LinkedIn(平台名,保留原文) | |
| Loom | Loom(工具名,保留原文) |
| Meta | Meta(公司名,保留原文) |
| Miro | Miro(已跳过广告) |
| Mural | Mural(协作白板工具,保留原文) |
| Nikhyl | Nikhyl(人名,保留原文) |
| OKR (Objectives and Key Results) | OKR(目标与关键结果) |
| OPA (Opportunity/Problem, Assessment) | OPA(机会/问题,评估) |
| Oracle | Oracle(公司名,不译) |
| outbound | outbound(出站) |
| Pando | Pando(工具名,保留原文) |
| Pendo | Pendo(产品分析工具,保留原文) |
| Playing to Win | 《Playing to Win》(书名,不译) |
| PLG (Product-Led Growth) | PLG(产品驱动增长) |
| PQL (Product Qualified Lead) | PQL(产品合格线索) |
| PRD (Product Requirements Document) | PRD(产品需求文档) |
| product review | 产品评审 |
| Reforge | Reforge(平台名,不译) |
| rev ops | 营收运营 |
| side project | 副业项目 |
| Sing 1 | 《Sing 1》(电影名,保留原文) |
| Sing 2 | 《Sing 2》(电影名,保留原文) |
| Skip | Skip(社区名,不译) |
| Slack | Slack(工具名,保留原文) |
| SLG (Sales-Led Growth) | SLG(销售驱动增长) |
| SME (Subject Matter Expert) | 领域专家 |
| solopreneur | 个体经营者 |
| solutioning | 方案设计(solutioning) |
| SWOT analysis | SWOT 分析 |
| Teams admin | Teams 管理员 |
| Tope | Tope(Calendly CEO 兼创始人,保留原文) |
| Venmo | Venmo(产品名,不译) |
| White Lotus | 《White Lotus》(剧名,保留原文) |
此文档由 AI 分片翻译(translate_long_document)