SaaS Social Media and Updates

RB2B Fuels Growth Amid Core Business Stagnation

Retention.com & RB2B grew 1.2% in Sep '25 to $25.6m ARR. RB2B grew 5.6% to $6.3m ARR and Retention shrank 0.7% to $19.5m ARR. Here's the good, bad, and ugly that happened last month: GOOD: - RB2B hit $6m ARR on Sep 3, WHOOP! - RB2B did not blow up when all 3 FTE went off the grid for a week and AI ran everything - We had a GREAT in-person AI hackathon with both teams in NYC - We are working on re-inventing R!.com in a way that I am incredibly excited about, led by Phil Roselli - We about to drop a Person-Level Identity API - provide an IP/useragent and get back an email/biz email/biz profile BAD: - Unfortunately our core R! business is still stuck (but we're working on that as we speak) - I am deathly afraid of reinventing RB2B, even though it is totally obvious what needs to be done - because there is something magical about the current simplicity of it … so we keep putting it off - Only generated $799k of cash this month (6mo rolling average was $1.1m last month) UGLY: - Maybe I'm looking through rose colored glasses but I see no ugly. ——— I stopped posting about Retention.com for a while because I thought it was distracting from the focus of RB2B and its top-of-funnel. Apparently some of our prospects on that side of the business now think that company is only at $6m and has a team of 3… And people on the B2B side don't realize that I have another business, or that the combined scale is in the mid-20's ARR. So there you go. Full business update. ——— I haven't been as excited about our business as I am now for a long long time. RB2B is exciting because we're showing you how far you can get in 2025 with a combination of a Founder-Led Freemium GTM, entirely AI customer interaction, and a tiny core team. (We're shooting for $7m ARR by year-end and $10m ARR year-end 2026, with 3 FTE!) Retention is exciting because if this product reinvention works, we're incredibly well positioned to experience another S-curve of growth in the Shopify ecosystem. TBD there … but we're seeing very encouraging signs. ——— I was speaking to a founder friend this morning about how when you're really excited about your business, everything else in your life is so much better. It's an energetic tailwind. The same is true for the other way … When things suck (and they have for us, many times)…. It's a cloak of anxiety that's impossible to get out from under. But man… What a gift - to have something so interesting and dynamic to work on every day. And with such talented people. Entrepreneurship is truly the greatest, most interesting game in the world. The sad thing is that some day the music will just stop. For me, for my biz, for you, for all of us. At that point, I'm only have one regret… That I couldn't just do it all over again. So I'll just keep building.