Bhavin S. Shah's questions to EverCommerce Inc (EVCM) leadership • Q4 2024
Question
Bhavin S. Shah inquired about the current macroeconomic impact on customer health and whether the company is seeing any hesitancy related to tariffs or a new administration. He also asked for an expansion on the strategy to augment go-to-market motions with partnerships and channel optimization.
Answer
President Matt Feierstein responded that there are currently no discernible macro impacts on customer acquisition, utilization, or churn, citing real-time digital funnel indicators. CEO Eric Remer added that the core home services and health services verticals are resilient. Regarding partnerships, an executive noted that while digital acquisition is the primary channel (80-85%), partnerships are a growing focus. EverHealth CEO Evan Berlin confirmed they are seeing double-digit growth in their partnership channel and are investing to diversify acquisition and lower costs.