Growth & Value · 0:22
Build Revenue From Customers
Sean illustrates bottom-up revenue planning: add what individual customers pay over time rather than relying only on a top-down market-share assumption.
IN THE CLIP
Transcript
What they deploy capital against is bottoms up, which is customer one, customer two, customer three, each one pays X, and Y, and Z, over time. We add that up. That's my revenue. That's how the world works. The small stuff adds up to the big stuff. The micro informs the macro.
Recorded 2026.
More on Growth & Value