I’ll second this advice, and add that he recently released a new book, “The SaaS Playbook”. It has a lot of concrete advice for the kinds of issues OP is asking

I’ll second this advice, and add that he recently released a new book, “The SaaS Playbook”. It has a lot of concrete advice for the kinds of issues OP is asking about. Never met Rob and not getting anything out of the recommendation; I just really enjoyed the book.