Directory · Building Underway · S1 · Episode 79

S1 · Episode 79

What it feels like giving a first refund

filmed 17 October 2026 · 5:22

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I refunded a second Underway customer who paid when the ads only point to a seven-day free trial, bringing revenue down from $60 to $29. The same day we had seven free trial signups with cards attached, plus three more whose cards failed and didn't try again. I called Dr Luke, one of the trial users, walked him through Underway and asked what he saw in the ad, and another trial customer asked for an Upwork connection, which I'm building now. Right now the feedback matters more to me than the money.

The episode, in writing

by Richard Lovatt · from the episode above, checked against what was said

The second guy who signed up and paid asked for a refund. The ups and downs of building a business. But let's get into it, let's see what the silver lining is, because I'm actually pleased, and I'll tell you for why.

Bearing in mind, guys, I'm only running ads right now to a free trial. The first person who signed up, I looked into it and thought, really it shouldn't be people paying, but he came direct, so maybe someone gave him the link, the website. He just read through it and signed up. Great. Haven't spoken to him.

The second person signed up a few hours after. He came from one of the ads, and I thought that just makes no sense, because it only allows you to sign up with a trial. Maybe I should make them pay. Anyway, I looked into it and thought, do you know what, I'm going to have to reach out to him and offer him a refund, because he's meant to be in a trial.

Now I don't actually, believe it or not, because of data issues and the laws governing data, I can't access any customer's stuff. The only things I can get are like someone's series name, or title, or business. That's as far as I can get. But I'd noticed, I'd been told he'd set up his series, so he'd done some stuff in the app. Even though he'd signed up for a trial and seen that he'd been charged, he still carried on, he didn't make a fuss of it. So I thought, this is the type of guy I want. I got his email and saw it was a business email, saw his business, legitimate, very high level business. I thought, that's the exact type of customer I want.

He did reach out, so I sent him the refund, had that taken care of, and now we're down in revenue. We've gone from sixty dollars made back down to twenty nine. But I'm super happy, guys, because at the same time, we had seven signups today onto the free trial. That's seven people on a seven day free trial, seven people who put their card in, so more skin in the game. We actually had three people as well who tried to do that, card failed, and they didn't try again. And that's after running ads on the new system for just a day and a half or something. So I'm really pleased with that, and I'm just getting this on camera so I can remember this point, where I was happy genuinely refunding someone, happy getting free trial signups.

Because it just feels like the start of a business is this, these first few days. Add three hundred and sixty five days to it and maybe having ten signups in this sense is a thing of the past, maybe a hundred signups is the norm. Just putting it out there.

I'd share my screen like I do, if you've been following along you know I like to share my screen. I would do that, but it would give away all the names and all the details of all the customers, which I cannot do.

One of the guys who signed up as a trial, Dr Luke, he signed up on a trial, but I sent him a message, we had a chat, and I called him. We had a chat, I helped him around Underway, showed him what it can do, explained it, and now we're in touch. I think what's really important at this stage for me is obviously not the money, because I'm losing way more money than I'm making, obviously. But what matters to me is the experience of the people using it.

So it's really cool that people see an ad and, I asked this customer, so what did you see, how did it make you feel? He saw an ad and straight away he just read it, read through the website, and he was like, that's exactly what I need. I've been feeling bad that I'm doing X, Y and Z in my business, I know I need to be doing this and documenting it, but I'm just not doing it. That's the feeling that I had, and I kind of just explained it to him.

At the end of the day, for me, feedback is so, so important right now. I got some tips from him in terms of how I could make things simpler, help people, help him understand. I also spoke to another trial customer who asked if we could connect to Upwork, something I hadn't thought of. So I'm doing that now, I'm building that into it. He also gave me some ideas, it wasn't that he was giving me ideas directly, he just had some issues with X, Y and Z, which gave me some ideas in how to improve that onboarding experience.

So for me, this is just all great feedback, because it moves me closer and closer to a product that's more intuitive than I could have ever thought.

Read the transcript

The second guy who signed up who paid asked for a refund. Shakura. The ups and downs of building a business. But let's get into it. Let's see what is the silver lining, because I'm actually pleased, and I'll tell you for why. Now, I forget the theatrics here. Um, bearing in mind, guys, I'm only running ads right now to a free trial. So when... firstly, the fir- the, the first person who signed up, I looked in, I was like, really it shouldn't be people paying, but he came direct. So may- I don't know, maybe someone gave him the link, the website. He just read through it, signed up. Great. Cool. Haven't spoke to him. Second person who signed up f- a few hours after, he came from one of the ads, and I was like, "That just makes no sense," because you c- you, you would actually find it hard to pay . You s- it only allows you to sign up with a trial, you know? Maybe I should make them pay. Anyway, so I looked into it and I was like, do you know what? I'm gonna have to reach out to him and I'm gonna have to offer him a refund because he is meant to be in a trial. Now, I don't actually, believe it or not, because of data issues and, and the laws governing data, I can't access anyone's, any customer's kind of stuff. The only things I can actually get are like someone sets up a series name or, or title, business, right? That's kind of as far as I can get. But I had noticed, I'd been told he'd set up his series. So he'd done some stuff in the app. So even though he had signed up for a trial, seeing that he'd been charged, he still carried on like he didn't make a fuss of it. So I was like, do you know- This is the type of guy I want , you know? And, uh, I can get his email and obviously I saw it was a business email again. Saw his business, legitimate, very high-level business. I was like, "That's the exact type of customer I want." And, uh, he did reach out, so sent him the refund, had that taken care of, and now we're down in revenue. So we've gone from $60 made back down to 29. But I'm super happy, guys, because do you know what? At the same time, I think we're up to... We had seven signups today onto the free trial. That's seven people on a seven-day free trial. Seven people who put their card in, so more skin in the game. We actually had three people as well who tried to do that, card failed, and they didn't try again. And that's after running ads on the, on the new system for just a day and a half or something. So I'm, I'm really pleased with that, and I'm just getting this on camera so I can remember this point where I'm, I was happy, genuinely refunding someone. Happy getting free trial signups. 'Cause it just feels like the start, the start of a business is this is not gonna be, you know, these first few days, like add 365 days to it and maybe having 10 signups in this sense is a thing of the past. Maybe 100 signups is the norm. You know, just putting it out there. Um, and do you know what? I'd, I'd share my screen like I do. You know, if you've been following along, you know I like to share my screen. I would do that, but it would give away all the names and all the details of all the customers, which I cannot do. And do you know what? Do you know what, guys? Look at these. Do you like... E- everyone like these? We've got this guy And this guy also got this guy. That's-- He's called Bear. Anyway, I actually, I can't believe I didn't make this episode around this. One of the guys who signed up as a trial... Let me find his name. Dr. Luke, he signed up on a trial, but we-- I sent him a message, we had a chat, and I called him. We had a chat. I helped him around Underway, showed him what it can do, spoke to, explained it, um, and, and now we're in touch. And I think what's really important at this stage for me is obviously not the money, because I'm losing way more money than making, obviously. But what matters to me is the experience of, of the people using it. So it's really cool that people see an ad and they're like... 'Cause I asked this customer, I was like: "So what did you see? How did it make you feel?" He saw an ad and he was like, straight away he just read it and he saw the ad, he read, you know, went through the website and he was like: "That's exactly what I need. I've been feeling bad that I'm doing X, Y, and Z in my business. I know I need to be doing this and documenting, but I'm just not doing it." So perfect. Like that, that's the feeling that I had, and I kind of just explained it to him. You know, at the end of the day, for me, feedback is way, is so, so, so important right now. I got some tips from him in terms of how I could make things simpler, help th- people, help him understand. I also spoke to ano- I spoke to another trial customer who asked, um, if we could connect to Upwork Right? Uh, something I hadn't thought of. So I'm doing that now. I'm building that into it. Uh, he also gave me some ideas. It wasn't that he was giving me any ideas, he just had some issues with X, Y, and Z, which gave me, uh, you know, some ideas in, uh, how to improve that, that onboarding experience. And so for me, this is just all great feedback because it moves me closer and closer to a product that's more intuitive than I could have ev- ever thought, you know? So that's over. That's all I've got for today.

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