30 karma · joined October 12, 2018
I have specific updates notes for each project. I add a weekly header (via a template) in reverse chronological order. Pull the key updates into that (I also have a todo for each project that pulls in tasks from all files in that project subfolder - so picks up meeting actions)
I also put them all in a canvas so when I doing updates about projects they’re all in one place.
I do the same for people I manage so I can keep track of updates and todos when I’m meeting with them.
My go to start point is a daily not where I throw in new tasks (tagged to projects or people) and those get pulled into the corresponding project/person file.
Because it’s markdown with lots of plugins it helps me do things like diagrams (mermaid diagrams) etc and excalidraw/canvas for architecting/mind map style ideation.
I think you want to incentivise long term ownership of the product (MRR->YRR) with a focusing of the price at yearly. It aligns more with financial years / tax filings and the general cadence of people looking at their finances.
Now as I say I have absolutely no experience and haven’t done any market analysis. So this is just my opinion.
I fall into the camp where I like to play around with spreadsheets (free -£time) or other online calculators (free) just to make loose projections and see where I'm at. I make a good salary (for the UK) but don't pay for any financial advice (and probably wouldn't unless my situation got really complicated). I think if it was priced at £30-50 a year or £4-5p/m I (personally) might go for premium because the tool is honestly really great!
One completely different avenue you might consider is to selling direct to companies to provide to this a service to their employees. I'm not talking financial companies, but more as part of the benefit package. My company added something to their benefits, called bippit - which is awful (or at least not useful to me), but provides virtual one-one financial advisors and some very basic online tools.
Main concerns are around price tbh (I’m a cheap bastard) and I think $14 a month is steep for something I’d use loads one evening and then probably use once every quarter after that.
I think the persistent storage is the key thing to make someone want to pay and the way it’s presented feels wrong to me. If I revisit the site you basically say ‘hey I’ve got all your data stored, sign up to premium and you can have it back without entering it all’ to me that comes across a bit of a ransom. I think that’s fine I’d say a couple of days/weeks have passed. But I think if you Accidentally closed the tab or it timed out it might put people off.
I think the real money maker here is likely financial planners who can pay a large fee and share/use it with their clients over zoom or whatever. Or perhaps some kind of insights/ yearly/monthly forecast summaries for a fee.
All in all amazing job, I hope it’s a great success.