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Service vs. Solution: How YouMail Broke $10M ARR Stopping Bots

Customer behavior showed a voicemail feature was really solving robocalls, which reshaped where the paywall sits

Alex Quilici · YouMail

Published September 6, 2024
About this resource
Format
SaaSOpen 2024 NYC
Length
18 min video
Inside
9 key moments
Read the full transcript

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What you’ll learn

Alex explains how customer behavior revealed that a voicemail feature was solving a different problem: blocking unwanted robocalls. Alex describes the difference between YouMail’s free spam blocking and its paid caller screening, and how unwanted calls create an upgrade moment.

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Key moments

Find the ideas you need and go straight to the source.

Finding product-market fit through call blocking

Alex explains how customer behavior revealed that a voicemail feature was solving a different problem: blocking unwanted robocalls.

Summary ·Watch at 06:48

Placing the paywall where the need appears

Alex describes the difference between YouMail’s free spam blocking and its paid caller screening, and how unwanted calls create an upgrade moment.

Summary ·Watch at 11:36

Turning consumer call data into a B2B service

Alex explains how YouMail uses call data to help carriers identify misuse and clean up their networks.

Summary ·Watch at 13:29

Expanding into Europe through an acquisition

Alex discusses buying a small European business to add local data, team members, and a subscription service.

Summary ·Watch at 16:23

YouMail growth story

“SaaSOpen, September 2024 Service vs. Solution: How YouMail Broke $10M ARR Stopping Bots Alex Quilici CEO, YouMail”

YouMail protection

“Get Protected with YouMail”

Current protection product

“Today Get Protected with YouMail”

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Resource files

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  • Service vs. Solution: How YouMail Broke $10M ARR Stopping Bots - Slide Deck

About the speaker
Alex Quilici

Alex Quilici

CEO · YouMail

CEO of YouMail, a company providing robocall protection and visual voicemail services to mobile users.

Company revenue
$10M

Slide by slide

Each slide with a short explanation of what it shows. Open the slide text for its exact wording.

10 passages

YouMail and the bot-protection topic

  1. Slide text

    SaaSOpen, September 2024 Service vs. Solution: How YouMail Broke $10M ARR Stopping Bots Alex Quilici CEO, YouMail

The protection product

  1. YouMail's pitch today: stop spam calls

    YouMail now sells protection from unwanted contact rather than a voicemail service. Its homepage leads with one promise, stopping spam calls, texts, and voicemail, with a single Get Started button. A strip of national media logos sits below as social proof.

    Slide text

    Get Protected with YouMail

Revenue growth

  1. Revenue grew from $7.1M to an estimated $18.5M

    Total revenue rose from 7.1 in 2019 to 18.5 estimated for 2025 (millions), with a flat stretch at 10.9 in 2022 and 10.8 in 2023. B2C stays between 5.7 and 8.8 each year while B2B drives the later growth, reaching 5.1 in 2024 and 8.2 estimated for 2025.

    Slide text

    Our Revenue Growth

  2. 2007: a free voicemail product in beta

    YouMail started as a beta voicemail service for cell phones, sold on custom greetings per caller. The page offers a three-step signup that takes minutes and asks users to send feature suggestions.

    Slide text

    2007

Funding history

  1. Eight venture rounds between 2007 and 2015

    YouMail raised eight rounds over eight years, from a $1.9M Series A in April 2007 to a $5M Series B in June 2015. Round sizes range from $355K to $5.5M, with the largest in March 2015. The valuation column is empty for every round.

    Slide text

    Funding History

  2. 2011: pitched as a missed-call app

    By 2011 YouMail positioned itself as a smartphone app for handling missed calls. The page promotes visual voicemail on a BlackBerry, shows support for iPhone and Android, and pushes a free signup.

    Slide text

    2011

  3. 2019: robocall blocking as a free offer

    In 2019 the message turned to blocking robocalls, offered free. The page asks only for a phone number to start, and the app screenshot shows blocked IRS, debt collector, and solar telemarketer calls. This is the shift from a voicemail service to a solution to a specific problem.

    Slide text

    2019

Current growth context

  1. Revenue chart again, with B2B growth in focus

    The same revenue chart returns after the product timeline. B2C holds roughly flat between 5.7 and 8.8 million while the B2B share expands from 2022 on. Total revenue climbs to 14.5 in 2024 and an estimated 18.5 in 2025.

    Slide text

    Our Revenue Growth

  2. Today's homepage sells protection, not voicemail

    The current homepage closes the story: the headline is stopping spam calls, texts, and voicemail, with one Get Started action. Compared with 2007 and 2011, the product is described by the problem it removes. A Labor Day discount banner runs above the navigation.

    Slide text

    Today Get Protected with YouMail

  3. Thank you and speaker contact

    Closing slide that thanks the audience and invites them to email Alex Quilici, CEO of YouMail, directly. It shows his photo, the YouMail logo, and the SaaSOpen September 2024 branding.

    Slide text

    SaaSOpen, September 2024 Thank you! [redacted email] Alex Quilici CEO, YouMail