Hi Matz, hey if you don’t mind I have some thou

Hi Matz, hey if you don’t mind I have some thoughts about the mailings
That Rory talked about last night. I replayed the call today and put some
notes on my thoughts. Trying to get my head around it I respect your insight and thoughts on this. Feel free to reply in pieces or how ever works in schedule.

Here are my thoughts.

I like your thinking and glad you posted it. One thought I had last night was..

Now how would they get to $10/mo per user?
Selling a few in-app purchases might be .75 here, a couple of bucks there. How does that add up to $10?

Was thinking maybe interactive video is $5/mo upgrade?
But how to you get to $10/mo?

There will be some users that don't upgrade so let's say 1/2 do. I don't know what is a fair number. But now how do you get to $20/mo per user on average?

The picture is becoming very clear now, at least for me if you connect a few things. I am sure investors remember the .35

"So if we didn't sign another new client and BTW, the rate that we are signing new clients, right, unbelievable, and we'll share that information.

If we didn't sign another new client, just what we already have, in the hundreds of thousands of users we have in the application right now and next week I'll talk numbers.

35 cents, plus all the other cost while we are getting a margin on that. Our revenue growth, I think, is going to be very impressive as we move through the rest of this year and beyond.

Just wanted to add that info"

If that $10 target is a combination of in-app tools purchases, sampling, etc. You can get there quickly. That would be $84M revenue a year if they didn't ADD ANOTHER CUSTOMER

5600% growth, but they are adding customers. They are actually pushing forward a new eLearning app that was never on anyone's radar last year. Now that is seizing an opportunity

"With regard to the second prong – in order to extract more revenue from our existing enterprise clients we’ve implemented two important initiatives. First, we’re finalizing development of a new customer facing application – as opposed to a sales CRM application for sales reps – we call it our “Learning” app which will greatly enhance our enterprise clients’ ability to recruit – enable – and retain their business builders, as well as, and most importantly, their customers. This application is a highly complementary addition to our existing sales CRM application for the direct sales industry. This application in on-track to be released this quarter and we expect it will further strengthen our leadership position in this sector."

And this new app will drive faster adoption of the other app. Get VERB to 1M users faster. This is brilliant in my opinion. You are making money with this new app and increasing revenue with the other

Companies have to prioritize and re-prioritize when high ROI opportunities pop up. Glad there are a lot of smart thinkers at VERB including the board and advisers.

Even getting to half $5/mo sooner than later would trigger the multiple to grow

At a x10 that would be a $840M

At x20, $1.7B

Whether it's x10, x15 x20 would depend on how fast the company gets there Q over Q

If the OS is 23,263,187, just at a x10 would be $36/share

You are back at that $2.40 pre-split and a lot of people are in the green and some even way green

x20 would obviously be $72/share and you are back at ~$5 pre-split

Yes there are warrants, but there is also cash that would come in as well. A lot of other things would offset those extra shares as this is doesn't include any new customers, new products, etc. Remember the new app will increase adoption even more

What would be the multiple of a company that ends up growing 5600%? It's not going to happen in one quarter. Maybe sometime next year, I don't know, but that multiple with that kind of crazy growth rate would be high

"And they are highly motivated to collaborate with us on this. Here’s why. The data our clients have generated shows that when a sales rep shares an interactive video or other information through our app – again – I’m talking about a single share by a sales rep – like a post on social media through the app – or when a rep sends an interactive video to someone by email or text – that single share results in $1.79 in revenue to corporate – our enterprise client. Many of our enterprise clients are seeing more than 40,000 shares per month from their sales reps using our app, which is generating an additional $72K in revenue per month for our enterprise clients – solely from their reps use of our app. I’m talking about a simple social share, or a product sample share or an interactive video share."

That is almost an additional $1M a year revenue! Who wouldn't want to add another $1M and also retain more associates?

"When we demo our SaaS application for a new prospect – are now north of 90%"

Most companies might be lucky to close single digits percent of deals? I don't know, but VERB is closing 90%. I think their priorities are in the right order with that close rate

Can you imagine what VERB sales deck looks like with these kind of data points?

For the non deal roadshow coming up - they have a lot of success stories to share with great data

Sorry the long notes. But did a deep dive most of last night and probably the most I have done in a couple years. The game has changed which is good in my prospective base on changing landscape!

Thanks for your thoughts!