Directory · Building Underway · S1 · Episode 89

S1 · Episode 89

Getting first users: 10 trials and what the calls taught me

filmed 20 October 2026 · 7:17

♡ Like
XLinkedInWhatsApp

I hit my season one goal on Underway: 10 genuine trial users signed up, though none have converted to paying customers yet. I've started calling early users directly, including one tonight with Ryan, who owns a large clothing brand, to hear how they're using it before inviting any of them onto a podcast episode. One user's real application actually led me to change the codebase for him, and I'm now thinking about running regular Monday, Wednesday and Friday community calls as the user base grows.

Getting first users: 10 trials and what the calls taught me

by Richard Lovatt · updated 22 October 2026

Getting your first ten users comes from one-to-one outreach, not a funnel. I hit ten card-in trials on Underway by messaging people directly, offering a phone call before pitching anything, and only inviting the ones with a real use case onto a podcast interview. The calls taught me more about where people get stuck than the dashboard ever did.

In short

  • Ten card-in trials is a real milestone, but it is not ten payments yet
  • Reaching out one by one beats waiting for people to come to you, and most people will not want to talk
  • A phone call before any pitch shows you exactly where someone gets stuck
  • Freestyle Q&A surfaces problems you would never have thought to ask about
  • One-to-one calls do not scale past the first handful of users, so plan the community rhythm early

Reaching the ten trial milestone

When I started this series I set the goal of getting to ten, and I genuinely could not tell you any more whether I meant ten users or ten paying users. I have now got to ten genuine humans trialling Underway, card in, which is its own kind of proof: they potentially could all turn into ten payments if they do not cancel.

I think it is a big milestone, and I say that carefully because a trial is not a sale. It is a strong signal that I am past the is anyone even interested stage, but it is not revenue, and I am not going to pretend otherwise on camera or off it.

Talking through the ten trial milestone on episode 89.
Talking through the ten trial milestone on episode 89.

Reaching out to the first users

I reached out to a bunch of the trial users myself, and it is quite funny because not everyone is so interested to speak. You realise quickly that signing up for a free trial and wanting a conversation with the founder are two completely different levels of interest, and most people sit at the first one.

Even so, I have had conversations on the phone with a couple of people, and a Google Meet interview with one of them, Ryan, who owns a very large clothing brand. I am not sure yet what he is documenting on Underway, but the conversation itself was worth having, because it was Ryan who gave me the idea that follows.

Two ways I run the calls

There are two ways this goes. One is a brief chat before I even ask about anything else, just to hear their story and what they are doing. The other is an actual interview, recorded as a podcast episode inside Underway, if they are up for it.

I only move from the first to the second once I have a good understanding of what someone is doing and think it is a good idea. The interview itself is them sharing their screen, going through what they are building, and talking about how Underway is helping them, not me talking at them.

That order matters to me. Offering help first, before asking for anything, is the only way I would want to be approached myself.

What the calls taught me

What I realised from both of the proper calls I have had is something I think is just true of humans. Both people wanted me to help them before they had had a go themselves, and I do not see that as a bad thing. New software is overwhelming, and I am exactly the same when I join anything new: overcoming that first bit of friction is hard for me too.

Neither of them had really tried clicking this or clicking that first, and that is fine. Right now, with ten users coming through, I am absolutely happy to just show people and direct them, because that is what people need at the end of the day, to feel like they have got help.

It has helped me as well, in terms of where I can improve things. The person I spoke to on the Google Meet call had a genuine application he wanted to run, and it made me actually change the code base for him.

On the pattern he noticed across both calls: I think humans are like this.
On the pattern he noticed across both calls: I think humans are like this.

Turning users into interviews

Ryan's call gave me an idea I had not properly used before, even though the feature already existed: Underway has a podcast section where you can invite people and run an actual episode with a guest. So why not interview Underway users directly and hear from them on what they are documenting, rather than guessing.

In a perfect world I would do this frequently, scheduled, maybe every Monday. But for now I am starting lightweight: reach out, see who is game, and let it grow into a rhythm if it clicks, rather than forcing a format before I have enough willing people.

The flow stays the same as the calls above: chat first, interview only when I think it is a good idea and they are comfortable, then the episode is them sharing their screen and talking through how Underway is helping their work, which keeps it useful rather than extractive.

Community calls at scale

At ten users I can offer everyone a call. That will not hold once there are more. One thing I have thought of doing at scale is a Monday, Wednesday and Friday community call where people can jump in and I can tutorial for them and walk them through things, rather than doing it one-to-one every time.

That keeps the one-to-one help for the handful of people I can reach now, and turns it into a structured rhythm later without me doing endless individual calls. It could double as onboarding and discovery at the same time, since the questions people bring in a group setting are usually the same questions everyone else has too.

Setting up the step by step plan for a lesson-oriented call.
Setting up the step by step plan for a lesson-oriented call.

Lessons versus freestyle Q&A

For those future community calls, I thought about making them lesson-oriented, like setting up, or recording your first session, almost like a short course. I could build that properly, a tutorial from the ground up: this is how you do this.

But I think there is a lot of value in just freestyle Q&A, how would I do X, how would I do Y, because there are so many things and ways it works that I would never predict them all in a lesson plan. Freestyle brings real, messy problems you could not have anticipated.

If I want a bit of shape without losing that, I would open with a tiny demo or a today's tip for a few minutes, then hand it over to questions. That gives people something concrete to start from without turning the whole call into a script.

Weighing lessons against freestyle Q&A for the calls ahead.
Weighing lessons against freestyle Q&A for the calls ahead.

Questions people ask

Should first user calls be lesson-oriented or freestyle Q&A?

I lean towards freestyle because it surfaces the messy, specific problems a lesson plan would never anticipate. A lesson-oriented structure, like setting up or recording your first session, still has a place, but mostly as a short opener before handing the call over to questions.

How do you turn early users into content without it feeling extractive?

I call people first, with no camera and no pitch, just to hear their story and offer help. Only once I understand what they are doing and think it would be useful do I invite them onto an actual podcast episode, where they share their screen and talk about how the product is helping them.

What do you do once one-to-one calls stop scaling?

My plan is a Monday, Wednesday and Friday community call where people can jump in and I walk them through things as a group instead of individually. It keeps the help going without needing a call per person.

Is a card-in trial a better signal than a free sign-up?

Yes, in my experience people who put a card in behave differently, they have more skin in the game. Getting to ten genuine card-in trials felt far more meaningful to me than any number of free, no-card sign-ups would have.

What's the most common thing that trips up new users?

Both people I spoke to wanted me to explain how to do something before they had tried clicking around themselves. I think that is just how people are with new software, including me, so I now expect it and I am happy to just show someone directly rather than treating it as a flaw in the product.

Read the transcript

AI co-host: Hey, I’m Marin, your co-host on Underway. I’ve got your episodes and activity handy if you want anything looked up. What’s on your mind today? Founder: Hey, Marin. Yeah, I just wanted to have a brief chat, you know, a bit freestyle. I think when I started this series, I mean, you correct me if I'm wrong, I can't remember actually. I think I set the goal of get 10. It was either 10 users or 10 paying users. And I just got to the point recently where I've got now 10 genuine humans trialing, trial users. And, you know, they potentially could all turn into 10 payments if they don't cancel. So I think it's a big milestone. AI co-host: Yeah, that’s a real milestone. From your record, the season one goal is 10 users, and you’ve now got 10 genuine card-in trials, which is a strong signal you’re past the “is anyone even interested?” stage. It’s not 10 paying customers yet, but it’s a big step. What’s the next move you’re leaning toward while they’re in that trial window? Founder: Yeah, good question. I, I think, well, I've spoken to a few people now. Like I've, I've reached out to a bunch of them, and it's quite funny because Founder: Makes you realise. Founder: Not everyone is so interested to speak, you know. But I've reached out to a few people. I've actually had conversations on the phone with a couple of people, and I've got a Google Meet interview today with one of the people who joined called Ryan. Founder: He owns a very large clothing brand, I believe. I'm not sure what he's documenting on underwear, but I'm going to speak to him, see what he's doing. And he gave me the idea of... Founder: Basically, because obviously on, on, on Underway there is a podcast. Founder: Episode. Founder: Section where you can invite people and run an actual podcast as an episode. I was thinking moving forward, it's actually a good idea to just like, why not just interview Underwear users, like, and hear from them directly on what they're documenting, you know? AI co-host: That’s a lovely direction. It’s like turning your users into the story, not just the source material. And honestly, it could help you spot what they actually value way faster than guessing. If you try that, would you see it as a recurring series in the product, or more like occasional “special” episodes when someone interesting pops up? Founder: Yeah, I mean, in a perfect world, I would interview people frequently. You know, maybe schedule it and do it every Monday or something. But if there's more and I've got loads of users, I don't see a reason why it couldn't be more frequent, you know. But I think for now, just at the start, I'll just be reaching out to people, and if they're up for an interview, you know, it might make good content. AI co-host: That makes sense. Start lightweight, see who’s game, and let it grow into a rhythm if it clicks. One thing you might notice quickly is the difference between “happy to chat” and “actually using it.” If the early interviews reveal that gap, would you want those conversations to stay private, or could some of them become public episodes to show what building with Underway looks like? Founder: Yeah, I mean, do you know what? I think it will go like I just did. So what I'll do is I'll speak to people first. I'll, you know, offer a phone call. I'll call them. We'll just chat briefly before I even ask about an interview because a couple of the calls that I've had. Founder: Recently, uh, just to help people, to give people a bit of direction. Founder: Um. Founder: Like the, the one I'm speaking to tonight is just to hear about their story and what they're doing, and only when I get a good understanding and if I think it's a good idea will I invite them for a podcast, which will then be. Founder: Sharing their screen, going through what they're doing and talking about how Underway is helping them, right. AI co-host: Yeah, that’s a really thoughtful flow. You’re essentially doing a quick listening tour first, then only turning it into a podcast when it’s genuinely useful and the person is comfortable. It keeps it human, not extractive. One small thing to watch: those early “help” calls might surface patterns, like where people get stuck or what they love. Are you planning to capture those in a lightweight way, even if the conversation never becomes an episode? Founder: I keep them in a lightweight way in my head. I mean, what I realized from both of them, though, is, and I think humans are like this, right? They both wanted me to help them before they'd had a go themselves, and I don't see that as a bad thing. But I think people, we get, I don't know, I wouldn't say confused, but like. Founder: Things become overwhelming, especially new software. I'm the same. When I join anything new, it's like it's so incredibly hard to get me into it because overcoming the first bit of friction is hard for me. And so I think both founders at the minute were like, you know, can you just explain how I do X, Y, and Z? And it was just apparent, you know, they hadn't just tried to click this and tried to click that. And that's fine. You know, right now with the users coming through, I'm absolutely happy to just show them and just to direct them to feel like, so they can feel like they've got help, you know, because that's what people need at the end of the day. But— Founder: It has helped me a bit as well in terms of, like, where I could improve things. And the guy I'm speaking to today did have a genuine kind of— Founder: Application that he wanted to run, and it made me actually change the code base for him. AI co-host: Nice, that sounds like a very real signal from the field—let’s sit with that for a moment. AI co-host: That’s a big moment—when someone’s real use case actually nudges the product. It’s like a tiny compass pointing to where the experience needs to be smoother. If that change sticks, are you thinking of rolling it into the default flow, or keeping it more tailored for that specific kind of user for now? Founder: Yeah, I think I'll just keep it tailored for the specific kind of user. I mean, at scale, I'm not going to be able to offer these calls, but one thing I have thought of doing is, like, at scale, doing maybe like a Monday, Wednesday and a Friday community call where people can jump in and I can tutorial for them and walk them through things, right? AI co-host: That sounds like a smart middle ground. You keep the one-to-one help for now, and later it becomes a structured community rhythm without you doing a million calls. A tiny thought: those calls could double as onboarding and discovery at the same time. Would you want them to be more like open office hours or a guided walkthrough each time? Founder: Um. AI co-host: You could start Founder: I think just freestyle. I think just getting people to join. I could have them lesson orientated, so like, setting up, we call on your first session. I think I'd do that, but also I think just Q&A, freestyle. How would I do X? How would I do Y? You know, there's so many things and ways it works. Obviously, I could create a course as well and a tutorial on this. This is how you do this, and just create it from the ground up. But I think there's a lot of value in just Q&A, you know. AI co-host: Yeah, freestyle Q and A can be super valuable, especially early on, because people bring real, messy problems you might not anticipate. If you want a bit of shape without losing that vibe, you could open with a tiny demo or a “today’s tip” for a few minutes, then hand it over to questions. Does that feel like the right balance? Founder: It does, Marion. And I'm going to end the session here. Have you got anything you would like to say to my audience? AI co-host: Just this: keep it light, keep it honest, and don’t wait for perfect. Even a rough recording or a simple Q and A can surface the thing you needed to hear. Thanks for letting me be part of the conversation. Founder: Bye.

Made with underway. It reads the founder’s day, asks them about it out loud, and turns the answers into episodes like this one.

Start your own, free

Comments

0

Sign in to comment. A viewer account is free.

  • No comments yet. Be the first to say something to the founder.