Podcasts about Customer success

Send us a textIn this final part of the Katie Smith trilogy on the Customer Success Playbook, we enter the brave new world of AI and marketing. Host Kevin Metzger explores the promises and pitfalls of generative tools with Katie, who brings her thoughtful and grounded take on how businesses can embrace automation while fiercely protecting their authenticity. If you've ever wondered how to use AI effectively without sounding like a robot, this one's for you.Detailed Analysis: AI isn't going anywhere—and that's exactly why it's time to get strategic. Katie Smith walks listeners through the essentials of adopting AI in a way that enhances rather than dilutes your marketing. The episode kicks off with her advice on building internal AI policies: what your team will use AI for, what it won't, and how to protect sensitive data along the way. Her mantra? Be proactive, not reactive.Katie also shares her go-to applications of AI in the creative process:Use AI as a co-creator to spark content ideas and draft early versionsTrain AI with your brand's voice and tone to maintain consistencyStay vigilant about hallucinations and homogenized contentShe emphasizes the importance of human review at every stage, especially when publishing customer-facing materials. AI is a brilliant assistant, but not a final authority.The discussion evolves into deeper insights on lead generation and real-time responsiveness. Kevin adds his own tricks for applying brand tone through prompt engineering and post-processing, offering a compelling use case that blends Claude, GPTs, and content repurposing magic.Finally, the two zoom out to a broader question: How do you optimize your brand for AI-driven search and recommendations? It's an emerging discipline with massive implications, and Katie teases what's to come from leaders in B2B and digital strategy.Whether you're testing the AI waters or already building internal GPTs, Katie's thoughtful approach provides the guardrails needed to preserve quality and trust in a world of automation.Now you can interact with us directly by leaving a voice message at https://www.speakpipe.com/CustomerSuccessPlaybookPlease Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.

"Most companies focus on acquiring new customers, but in recurring revenue businesses, 70–90% of revenue comes from existing customers. If you're not investing in retention and expansion, you're leaving your biggest growth lever untapped.” Roee Hartuv In this episode of Revenue Boost: A Marketing Podcast titled, Revenue and Retention: Why Customer Success Is Key to Sustainable Growth host Kerry Curran is joined by Roee Hartuv, Head of Revenue Architecture at Winning by Design, to unpack a mindset shift that B2B companies must embrace to grow sustainably: true revenue growth doesn't end at the closed-won stage—it begins there. Drawing from his experience advising recurring revenue businesses around the world, Roee breaks down how the traditional go-to-market model focused almost entirely on new acquisition—is no longer enough. He introduces the “bowtie” framework, a more holistic approach to GTM that prioritizes retention, expansion, and customer lifetime value. Throughout the conversation, you'll learn: Why 70–90% of recurring revenue comes from existing customers—and why most companies are underinvesting in that opportunity How customer success can become a strategic growth engine not just a support function Why expansion is more efficient than acquisition, and how to resource accordingly How to structure high-performing CS pods to support mid-market and enterprise clients Ways to equip account managers with the mindset and messaging to grow accounts without sounding “salesy” The critical role of marketing in supporting post-sale growth, from product updates to thought leadership And why companies should stop thinking of GTM as a funnel and start treating it as a bowtie This episode is a must-listen for marketing, sales, RevOps, and customer success leaders who are ready to drive sustainable revenue growt not just this quarter, but long-term. If you're serious about building a revenue engine that lasts, this one's for you."

Customer expectations have skyrocketed—people now demand instant, personalized, and seamless interactions across every touchpoint. But are companies truly meeting these expectations, or are they still stuck in reactive customer service models? What if AI could completely transform the customer experience into something proactive, predictive, and even empathetic? Joining me today is Vinod Muthukrishnan, VP & COO of Webex Customer Experience at Cisco. Vinod is a leader in the future of customer experience (CX), helping organizations use AI to anticipate customer needs, deliver seamless automation, and create personalized interactions at scale. Vinod Muthukrishnan is the VP & COO for the Webex Customer Experience Business Unit, overseeing Go To Market, Customer, and Business Operations. In this role he collaborates with Cisco field teams, partners, and customers to deliver innovative solutions. His passion lies in creating products that solve real customer pain points and providing a seamless customer experience. He also values building strong communities, teams, culture, and operating rhythms.Previously, Vinod spent three years in Enterprise AI at Uniphore, a Cisco Investments Portfolio Company, where he developed a product enabling Citizen Developers to create AI and automation solutions. He managed Uniphore's customer functions, including Delivery, Technical Support, Customer Success, and AI consulting, helping enterprises align their business goals with AI roadmaps.Vinod was also VP & COO at the Webex Contact Center Business Unit during a period of significant growth and innovation. During his tenure at the BU, the IMI CPaaS business was acquired, and Webex Contact Center was launched. These two initiatives now serve as the foundations of the Webex Customer Experience Business Unit. Vinod oversaw all GTM functions.He joined Cisco when his startup, CloudCherry, was acquired in 2019. As Co-Founder and CEO of CloudCherry, he and his team developed a Customer Experience Platform that became Webex Experience Management. They also built the foundations of the Customer Journey Data Service, essential to the Webex Portfolio today.Coming from a military family, Vinod began his career in the Merchant Marine at 18, becoming a certified First Officer with Maersk Line and sailing to over 60 countries. He later joined the founding team at MarketSimplified, which introduced mobile trading to major brokerages like TD Ameritrade and OptionsExpress. RESOURCESCisco: https://www.cisco.com Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brandsOnline Scrum Master Summit is happening June 17-19. This 3-day virtual event is open for registration. Visit www.osms25.com and get a 25% discount off Premium All-Access Passes with the code osms25agilebrandDon't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnowThe Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

In the financial services industry, we often see a critical gap between technological potential and practical implementation. Financial institutions must bridge this divide, moving beyond the excitement of new technology to achieve measurable outcomes that impact both customer experience and operational efficiency. Today, we're joined on the Banking Transformed podcast by Tara Lacey, Regional Vice President of Customer Success at Backbase. Tara has made her career focusing on what truly matters in financial technology – not just helping to build innovative solutions, but ensuring they're effectively deployed to create real business value. We explore the evolving philosophy of customer success in banking technology – where the emphasis isn't on selling solutions but on ensuring their successful deployment and adoption. We also discuss why implementation strategy is often more important than the technology itself.

Send us a text Back for part two with Katie Smith on the Customer Success Playbook, and this time we're tearing down silos. In this Wednesday edition, host Kevin Metzger guides a conversation focused on how to bring marketing and customer success into harmony. Katie—founder of Wild Path Consulting and fractional CMO—shares a blueprint for unifying teams, streamlining customer journeys, and turning internal collaboration into a competitive advantage.Detailed Analysis: This episode is less about theory and more about execution. Katie Smith gets candid about why alignment between marketing and customer success isn't a nice-to-have—it's the lifeline of sustainable growth. Her argument is clear: the closer these departments work together, the more seamless and authentic the customer experience becomes.Katie emphasizes that customer success is the closest link a company has to real-time customer sentiment. And yet, too often, that feedback gets lost in the shuffle. Her proposed fix? Cross-functional meetings, shared goals, and a top-down commitment to break the silos. She outlines how marketing can use insights from customer success to better tailor messaging, avoid overpromising, and reinforce consistent value.The conversation gets practical with ideas on how to structure interdepartmental communication, including:Setting up regular syncs between CS and marketingReporting loops where both sides share qualitative and quantitative insightsShared definitions of success, ideal customer profiles, and journey checkpointsKatie also urges organizations to think beyond marketing and CS. Sales, product, ops—even the loadout teams in a manufacturing company—all contribute to the customer experience and need to be part of the marketing ecosystem. It's a holistic view that turns internal collaboration into customer satisfaction.And if you've ever felt the pain of over-promised marketing and under-delivered onboarding, Katie's advice on co-created alignment is a must-listen.Now you can interact with us directly by leaving a voice message at https://www.speakpipe.com/CustomerSuccessPlaybookPlease Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.

Send us a textIn this episode, Anika Zubair discusses the vital collaboration between customer success and marketing with guest Ashna Patel. They explore how aligning these two functions can drive growth, retention, and upsells. Ashna shares her journey from customer success to marketing, emphasizing the importance of messaging and cross-functional teamwork in enhancing the customer experience. The conversation highlights the need for customer success professionals to leverage marketing resources and insights to better serve their customers and achieve organizational goals. In this conversation, the speakers discuss the critical alignment between marketing and customer success teams, emphasizing the importance of collaboration to enhance customer retention and product adoption. They explore how effective messaging and nurturing relationships can drive growth, and the role of AI in shaping the future of customer success. The discussion highlights practical strategies for cross-functional collaboration and the need for open communication to ensure that both teams work towards common goals.Signup to the VIP Waitlist for RevUP Academy: https://thecustomersuccesspro.com/revupTimestamps:00:00 Introduction 02:52 Ashna Patel's Transition from Customer Success to Marketing06:06 Understanding the Bow Tie Model in Customer Journey09:10 The Role of Marketing in Customer Success11:53 The Importance of Messaging in Customer Engagement15:02 Aligning Marketing and Customer Success Teams17:54 Leveraging Marketing for Customer Retention and Growth20:54 Building Cross-Functional Relationships for Success32:39 Team Alignment for Customer Success35:05 Marketing's Role in Customer Retention39:55 Nurturing Customer Relationships42:04 Effective Messaging Strategies48:15 Cross-Functional Collaboration for Success55:30 Conclusion and Key TakeawaysConnect with Anika:LinkedInYouTubeTikTokInstagramWebsite: thecustomersuccesspro.comCoaching with Anika: CSM RevUP AcademyConnect with Ashna Patel:https://www.linkedin.com/in/ashnapatel92/Ashna Patel is a former award-winning Customer Success leader turned Marketer, bringing over a decade of experience in customer engagement, retention, and growth. After years of driving customer success strategies, she transitioned into marketing to bridge the gap between pre- and post-sales, leveraging her deep understanding of customer needs to fuel demand generation and customer marketing. Apart from this, Ashna is also passionate about helping professionals build personalized systems to prevent burnout, enhance productivity, and achieve sustainable success (personally and professionally).  Podcast Editor: https://podcastmagician.com/

Customer expectations have skyrocketed—people now demand instant, personalized, and seamless interactions across every touchpoint. But are companies truly meeting these expectations, or are they still stuck in reactive customer service models? What if AI could completely transform the customer experience into something proactive, predictive, and even empathetic? Joining me today is Vinod Muthukrishnan, VP & COO of Webex Customer Experience at Cisco. Vinod is a leader in the future of customer experience (CX), helping organizations use AI to anticipate customer needs, deliver seamless automation, and create personalized interactions at scale. Vinod Muthukrishnan is the VP & COO for the Webex Customer Experience Business Unit, overseeing Go To Market, Customer, and Business Operations. In this role he collaborates with Cisco field teams, partners, and customers to deliver innovative solutions. His passion lies in creating products that solve real customer pain points and providing a seamless customer experience. He also values building strong communities, teams, culture, and operating rhythms.Previously, Vinod spent three years in Enterprise AI at Uniphore, a Cisco Investments Portfolio Company, where he developed a product enabling Citizen Developers to create AI and automation solutions. He managed Uniphore's customer functions, including Delivery, Technical Support, Customer Success, and AI consulting, helping enterprises align their business goals with AI roadmaps.Vinod was also VP & COO at the Webex Contact Center Business Unit during a period of significant growth and innovation. During his tenure at the BU, the IMI CPaaS business was acquired, and Webex Contact Center was launched. These two initiatives now serve as the foundations of the Webex Customer Experience Business Unit. Vinod oversaw all GTM functions.He joined Cisco when his startup, CloudCherry, was acquired in 2019. As Co-Founder and CEO of CloudCherry, he and his team developed a Customer Experience Platform that became Webex Experience Management. They also built the foundations of the Customer Journey Data Service, essential to the Webex Portfolio today.Coming from a military family, Vinod began his career in the Merchant Marine at 18, becoming a certified First Officer with Maersk Line and sailing to over 60 countries. He later joined the founding team at MarketSimplified, which introduced mobile trading to major brokerages like TD Ameritrade and OptionsExpress. RESOURCESCisco: https://www.cisco.com Catch the future of e-commerce at eTail Boston, August 11-14, 2025. Register now: https://bit.ly/etailboston and use code PARTNER20 for 20% off for retailers and brandsOnline Scrum Master Summit is happening June 17-19. This 3-day virtual event is open for registration. Visit www.osms25.com and get a 25% discount off Premium All-Access Passes with the code osms25agilebrandDon't Miss MAICON 2025, October 14-16 in Cleveland - the event bringing together the brights minds and leading voices in AI. Use Code AGILE150 for $150 off registration. Go here to register: https://bit.ly/agile150Connect with Greg on LinkedIn: https://www.linkedin.com/in/gregkihlstromDon't miss a thing: get the latest episodes, sign up for our newsletter and more: https://www.theagilebrand.showCheck out The Agile Brand Guide website with articles, insights, and Martechipedia, the wiki for marketing technology: https://www.agilebrandguide.com The Agile Brand podcast is brought to you by TEKsystems. Learn more here: https://www.teksystems.com/versionnextnowThe Agile Brand is produced by Missing Link—a Latina-owned strategy-driven, creatively fueled production co-op. From ideation to creation, they craft human connections through intelligent, engaging and informative content. https://www.missinglink.company

Text us your questions and thoughts!Can you believe it's been five years since we launched the Women in Customer Success Podcast?What started as a conversation in your earbuds has grown into a global movement. Now, after hundreds of episodes, bringing these discussions into the physical world feels like coming full circle.We hosted our second Women in Customer Success live podcast recording in Berlin, where Marija Skobe-Pilley welcomed Cara Benecke, Sally Stoewe and Pia Schümann-Hoppe. We discussed:✨ Redefining what "having it all" means in today's professional landscape✨ Setting 'non-negotiables' for work-life integration✨ Building success on your own terms✨ Setting boundaries that stick✨ Leading authentically across diverse European culturesThis was a perfect night where our incredible audience engaged in deep conversations, asked thoughtful questions, and shared experiences with each other.And now, you get to hear it all. Whether you're an aspiring leader or looking to advance your career, this session offers invaluable advice and inspiration. Tune in and enjoy!***Special thanks to our sponsors Gainsight and Braze for making this happen!

Send us a textThis episode of the Customer Success Playbook podcast is a breath of fresh Livingston, Montana air. Kevin Metzger sits down with Katie Smith, fractional CMO and founder of Wild Path Consulting, to unpack how strategic marketing and proactive customer listening can transform customer relationships and drive sustainable growth. Katie dives into tactics that ensure continuous customer engagement, especially in volatile markets, and shares actionable insights on how aligning customer feedback with marketing can unlock next-level success.Detailed Analysis: Katie Smith's marketing philosophy is simple but potent: Always keep your ear to the ground. As a fractional Chief Marketing Officer, she specializes in building scalable strategies by embedding listening loops throughout the customer lifecycle. In this episode, Katie unpacks the critical role of subtle, continuous feedback gathering—from onboarding questions like "What are you most excited about?" to reflective prompts such as "What has changed the most for you?"She emphasizes integrating these questions into everyday interactions rather than relying on clunky surveys. It's about embedding marketing intelligence into the customer success function. And here's the kicker: Katie makes a strong case that the insights from customer success should be fueling marketing strategy just as much as sales data does. That shift in mindset helps brands stay ahead of the curve—adjusting messaging, realigning offerings, and reinforcing value in real time.The conversation also touches on the broader organizational alignment between marketing and customer success teams. With fast-moving market shifts, this collaboration isn't just beneficial; it's essential. Katie leaves us with a compelling preview of part two, where the focus sharpens on co-owning long-term value across departments.Now you can interact with us directly by leaving a voice message at https://www.speakpipe.com/CustomerSuccessPlaybookPlease Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.

In this insightful episode, hosts Sean and Ibby sit down with Meaghan Kaplan from Cleo, an end-to-end caregiving platform, to discuss the intricacies of customer success and commercial operations in today's evolving business landscape. Meaghan, who oversees Cleo's commercial operations department, shares her unique perspective on building strong customer relationships and driving business growth through effective data utilization and cross-functional collaboration.The conversation delves into the importance of asking the right questions to truly understand customer needs and pain points. Meaghan emphasizes that great customer success managers and salespeople are not afraid to ask probing questions, even if the answers may be uncomfortable. This approach builds trust and allows for more meaningful, value-driven interactions with clients. The discussion also touches on the challenges of information sharing within organizations and the need to find tools and processes that work best for each team's unique dynamics.As the business world continues to evolve, Meaghan highlights the shifting focus towards ROI and the importance of adapting to changing customer bases. She shares insights on how Cleo has expanded from primarily serving employers to now working with health plans and other groups. The episode concludes with valuable advice on leveraging AI in customer success and the critical role of cross-functional collaboration in driving business growth. Whether you're in customer success, sales, or operations, this episode offers practical wisdom for navigating the complexities of modern business relationships. Tune in to gain actionable insights that can help elevate your customer-centric strategies.https://hicleo.com/

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Today on the show we have Ziv Peled, the Chief Customer Officer of AppsFlyer.In this episode, Ziv shares his experience using AI to radically improve customer success performance.We then discussed the shift from product expertise to growth partnership and wrapped up by exploring how AI is changing internal team dynamics and go-to-market strategies.Mentioned ResourcesAppsFlyerMatik.ioChurn FM is sponsored by Vitally, the all-in-one Customer Success Platform.

Send us a textClose out the week with a power-packed episode of the Customer Success Playbook, as Roman Trebon and Kevin Metzger welcome Joe Di Grande for a lively Friday discussion on AI in customer success! Joe shares an honest look at how AI can supercharge your customer success playbook—but only if deployed with clarity and purpose. Learn how to avoid the common pitfall of chasing shiny AI tools without aligning them to your actual goals. From automation to predictive analytics, this episode is a must-listen for forward-thinking CS and product marketing teams.Detailed Analysis: In a world where every scroll brings a new "game-changing" AI app, Joe Di Grande brings much-needed sanity to the conversation. Returning to the Customer Success Playbook, Joe shares practical ways AI can drive serious gains—faster customer engagement, smarter predictive analytics, better documentation—but not without a word of caution: it's not about the tool, it's about the goal.Joe lays out a clear decision framework: start by asking what business problem you're solving, measure the potential time savings, and always weigh the cost versus value, much like any traditional tech investment. He shares examples from his own consulting work, including custom GPT bots, clever workflow automation with tools like Tango, and AI-driven stakeholder management.Kevin and Roman add extra layers of wisdom, emphasizing that AI project evaluation is not fundamentally different from any other project: start with objectives, measure value, manage implementation smartly. Along the way, they give a shoutout to innovative tools like Cast.app and discuss how to stay grounded when AI hype is everywhere.If you want to integrate AI into your customer success playbook—without losing focus or budget—this episode delivers practical, optimistic, and realistic strategies.Now you can interact with us directly by leaving a voice message at https://www.speakpipe.com/CustomerSuccessPlaybookPlease Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.

In this special episode of Sales Pipeline Radio from the Forrester B2B Summit 2025 marketplace floor, Matt spoke with Nora O'Leary-Roseberry, Director, Digital Success and Leslie Smith, Manager, CS Operations at Conga. Don't miss an episode! Subscribe to Sales Pipeline Radio or tune in live Thursdays at 11:30 PT | 12:30 MT | 1:30 CT | 2:30 ET on LinkedIn (also available on demand). In just 20 fast-paced minutes, host Matt interviews the brightest minds in sales and marketing, delivering actionable advice, best practices, and insights for B2B sales and marketing professionals. Sales Pipeline Radio was recently recognized as one of the 25 Best Sales Management Podcasts and Top 60 Sales Podcasts—don't miss out! You can subscribe right at Sales Pipeline Radio and/or listen to full recordings of past shows everywhere you listen to podcasts! You can even ask Siri, Alexa and Google or search on Audible!

In this episode of the Revenue Builders Podcast, hosts John McMahon and John Kaplan are joined by Marcello Gallo, Chief Revenue Officer at Sigma Computing. The discussion dives into Marcello's extensive experience in enterprise sales leadership, including his non-traditional path, lessons from leading roles at various companies, and the importance of structure, mentorship, and continuous learning. Marcello shares valuable insights on transitioning from technical roles to sales, territory management, and the significance of aligning with customer needs to drive value. The conversation also emphasizes the importance of having a growth mindset, understanding customer environments, and leveraging product-market fit for sustained success.ADDITIONAL RESOURCESLearn more about Marcello Gallo:https://www.linkedin.com/in/gallomarcello/Download the CRO Strategy Checklist: https://hubs.li/Q03f8LmX0Read Force Management's Guide to Increasing Company Valuation: https://hubs.li/Q038n0jT0Enjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xN0HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:01:53] Marcello's Journey into Enterprise Sales[00:08:13] The Importance of Structure in Sales[00:28:37] Navigating Major Accounts and Complex Sales[00:34:32] Understanding the Champion's Role in Sales[00:35:15] Building Strong Relationships with Champions[00:37:59] The Importance of Predicting and Preparing for Objections[00:39:14] Role-Playing and Preparation Techniques[00:40:05] Leadership and Helping Teams Get Unstuck[00:42:03] Lessons from Climbing the Corporate Ladder[00:43:21] The Value of Enablement and Territory Management[00:46:20] Adapting to Market Changes and Customer Feedback[00:53:59] Choosing the Right Opportunities and Taking Risks[01:04:50] Sigma Computing's Growth and OpportunitiesHIGHLIGHT QUOTES“If you can't bet on yourself, who can you bet on?"“Knowledge is courage.”“You get delegated to those that you sound like.”“Hire the people commensurate to the territory that you have open.”“Don't confuse position with opportunity.”

#updateai #customersuccess #saas #businessJosh Schachter, Co-Founder & CEO of UpdateAI, sits down with Carly Van Kirk, Head of CS at AngelList. Carly pulls back the curtain on AngelList's unique approach to supporting emerging and established GPs and shares her journey into this pivotal leadership role amidst rapid company growth and industry transformation. Join us as Carly shares how AngelList is reshaping customer segments, dealing with the challenges of scaling an increasingly complex platform, and balancing high-touch professional services with tech-driven solutions.Timestamps0:00 - Preview1:45 - Overview of AngelList2:35 - COVID-Era Growth & Rolling Fund at AngelList4:12 - Carly's Role, Team Structure & Customer Segmentation at AngelList9:30 - Hunting for a New Job13:20 - Carly's Priorities in Her First 180 Days at AngelList14:45 - Key Challenges and Initiatives Identified14:45 - Automation, Tooling, and Workflow Inefficiencies22:43 - Understanding and Improving Time to Value24:24 - AI's Current and Future Role in AngelList and CS27:36 - Customer Success as a Commercial Center___________________________

Ever wonder why your resume keeps getting ghosted, even when your experience checks every box? After combing through 11 before-and-after resumes from job seekers who actually landed CS roles, I uncovered six patterns that turned their apps from invisible to irresistible. And spoiler: it's not what those cookie-cutter career blogs are telling you.In this episode, I walk you through the exact framework we used with these clients, including the exact resume rewrites that worked, what we changed, why it worked, and how you can apply it today. If you're ready to stop guessing and finally get recruiters to stop scrolling, hit play!

Integrating onboarding coaching into your strategy can improve customer success and drive acquisitions, especially if your SaaS product is more complex or targets enterprise users. But where do you begin? In this episode, Wes is joined by Clate Mask, CEO and founder of Keap, to talk about the importance of understanding user needs and delivering tailored solutions through coaching sessions. Doing so bridges the gaps in product understanding, knowledge, and skills.    Key Takeaways: [2:30] What SaaS companies benefit the most from onboarding coaches  [8:20] Why Keap started using coaching  [16:30] The economics of hiring onboarding coaches [19:45] Must-have skills for these coaches [26:00] Ways to tailor coaching to your SaaS product [33:30] Clate's new book Conquering the Chaos About Clate Mask: Clate is the CEO and co-founder of Keap, the leading provider of business automation software for small businesses, and co-authored Conquer the Chaos: The Six Keys to Success for Entrepreneurs. Links: Clate Mask | LinkedIn Conquer the Chaos

In this special edition of CPM Customer Success, host Andy MNA welcomes Mark Nichols, Sales Director at OneStream Software, for a behind-the-scenes look at the OneStream Splash Conference. With Nashville as the backdrop, Mark discusses what makes Splash a can't-miss event for finance and accounting professionals. Listeners will hear Mark's career journey from Hyperion to OneStream, his perspective on the unique culture that drives customer success, and a deep dive into what attendees can expect—from targeted tracks for FP&A, accounting, and executives, to immersive demos on OneStream's unified platform and practical AI innovations. You'll also learn how: Splash helps prospects validate OneStream as a strategic solution Existing customers expand platform use cases like forecasting and reconciliations Sensible AI is driving better forecast accuracy without overwhelming finance teams To network effectively with peers, consultants, and OneStream leaders (costumes encouraged!) Plus, get a preview of Nova Advisory's customer spotlight with Morton Salt, and tips on post-conference follow-up to build a solid internal business case for OneStream adoption.

Send us a textGear up for an energizing discussion on tech stacks and smart scaling! In this midweek episode of the Customer Success Playbook, Kevin Metzger and Roman Trebon welcome Joe Di Grande back to tackle a pressing issue: bloated CS tech stacks. Joe shares why so many organizations fall into this trap and delivers actionable advice on how to avoid or fix it. From building cross-functional committees to starting tech ops planning early, Joe's wisdom is essential for anyone striving to build a lean, mean customer success machine.Detailed Analysis: Joe Di Grande's return to the Customer Success Playbook is like having your favorite professor hand you the cheat sheet to a passing grade. In this session, he unpacks why bloated tech stacks happen: a lack of operational foresight, siloed decision-making, and the absence of data-first strategies. Acquisition fever might keep the lights on, but without systems thinking, organizations find themselves in a tangled mess of redundant tools.Joe highlights a proactive cure: form a cross-functional committee that includes sales, marketing, CS, and product voices. Bonus points if you find your "ops-minded" champions by tapping the power users of existing tools! His approach is practical, tactical, and refreshingly unpretentious.For those starting from scratch (aka "dream budget approved!" scenarios), Joe delivers a fantasy list of tech essentials: a reliable CRM, a centralized data warehouse, sales engagement tools, data enrichment platforms, marketing automation solutions, and customer success platforms—all strategically selected to foster scalability and transparency.Joe's core advice? Think operations early, communicate often, and let your data be the thread tying it all together. It's a masterclass in balancing ambition with operational excellence for any customer success playbook.Now you can interact with us directly by leaving a voice message at https://www.speakpipe.com/CustomerSuccessPlaybookPlease Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.

Get 90 days free with Fellow's AI Meeting Assistant - https://fellow.app/coo Key Takeaways:RevOps aligns and optimizes sales, marketing, and customer success, ensuring efficient and sustainable growth.Effective RevOps requires balancing strategic planning, data-driven analytics, and tactical execution.Successful RevOps integration hinges on clear communication, cultural alignment, and strategic hiring decisions.AI is poised to significantly impact RevOps by improving efficiency, though human judgment remains crucial.Metrics and KPIs in RevOps must directly correlate to revenue growth, profitability, and organizational efficiency.Brad emphasizes proactive disruption, transparency, and alignment to navigate the rapid evolution of sales operations.  Timestamps:(02:00) What is RevOps and how Brad transitioned into it from finance(07:00) Common misconceptions and early mistakes in RevOps(11:00) Building a robust RevOps foundation and data hygiene(15:00) Creating alignment across sales, marketing, and customer success(20:00) Key metrics and strategic decision-making in RevOps(24:00) AI's impact on RevOps and potential pitfalls(30:00) Real-world experiences with AI-powered sales calls(33:00) RevOps vs. SalesOps and defining terms clearly(36:00) Advocating for RevOps budgets and demonstrating value(40:00) Lessons learned about effective communication and internal alignment Links:90 Days Free of Fellow's AI Meeting Assistant: https://fellow.app/cooBrad Rosen on LinkedIn: https://www.linkedin.com/in/bradrosen1/Michael Koenig on LinkedIn: https://www.linkedin.com/in/michael-koenig514/  Sales Assembly: https://www.salesassembly.com/Between Two COO's: https://betweentwocoos.com Episode URL: https://www.betweentwocoos.com/sales-assembly-president-brad-rosen-on-unlocking-growth-and-why-revops-is-critical-for-sustainable-scaling 

In this episode of Leadership on the Links, host Tyler Bloom sits down with industry veteran Dave Wilber, whose four-decade journey in turf has taken him from ranches and fairways to a global consulting career. Now in a new role as Director of Customer Success and Agronomy at TerraRad Tech, Dave shares how he's helping bring game-changing soil moisture technology to the turf world. The conversation explores how TerraRad's L-band microwave sensors are enabling smarter irrigation and better decision-making—and why tech like this is becoming essential. But the discussion also dives into leadership, mentorship, and the evolving challenges facing today's superintendents. Dave opens up about career reinvention, burnout, and the importance of lifelong learning in a fast-changing industry. Whether you're managing a course, mentoring a team, or just thinking about what's next, this episode offers real talk, sharp insights, and a clear look at where the turf industry is headed. What we learned from this episode: ✅ Career Reinvention is Possible – Dave transitioned from decades of turf consulting into a tech-forward role at TerraRad Tech, proving that adaptation and lifelong learning keep you relevant. ✅ Technology is Shaping the Future of Turf – TerraRad's L-band microwave radiometry sensors go beneath the surface—literally—by measuring soil moisture 3-4 inches deep and integrating with platforms like Toro Lynx for intelligent irrigation management. ✅ ROI-Driven Innovation Matters – With water and budget pressures growing, the ability to visualize and act on moisture data is a game-changer for many operations. ✅ Mentorship + Curiosity = Longevity – Dave's career longevity is rooted in staying curious, reading outside of the turf world, and helping others grow through mentorship. Links mentioned: TerraRad Tech - https://terraradtech.com/turfrad/  David Wilber LinkedIn - https://www.linkedin.com/in/dave-wilber-53696730a/

Send us a textReady to rethink your approach to customer success without draining your budget? In this episode of the Customer Success Playbook, hosts Roman Trebon and Kevin Metzger sit down with Joe Di Grande, founder of Joe DE's Tech Touch, to demystify tech touch strategies. Joe shares practical methods for building a tech touch framework even when your data is scattered and your budget is tight. You'll discover how understanding your goals, auditing your current data, and leveraging freemium tools can set the foundation for scalable and impactful customer success initiatives.Detailed Analysis: Joe Di Grande dives into the evolution of "tech touch" — from a basic method of handling long-tail customer segments to a full-fledged strategic pillar within modern customer success playbooks. He emphasizes that success doesn't start with the fanciest tools but with a clear understanding of your goals and the data you already have. Joe cleverly outlines how even spreadsheet-based strategies can kick off a winning initiative if you keep your eyes on key lifecycle markers like contract dates.Resourcefulness takes center stage as Joe highlights a roster of budget-friendly tools — including Zapier, Apollo.io, and Tango.io — that can empower even the scrappiest startups to automate engagement and education touchpoints. By focusing first on aligning data and customer lifecycle stages, organizations can set up low-cost experiments that yield big insights and pave the way for future investment in tech success platforms.Whether you're a startup looking to stretch every dollar or an enterprise recalibrating your customer success operations, this conversation offers a refreshing, grounded take on scaling smartly. Joe's energy and real-world examples make this a can't-miss episode for anyone seeking to modernize their customer success playbook with tech touch strategies.Now you can interact with us directly by leaving a voice message at https://www.speakpipe.com/CustomerSuccessPlaybookPlease Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.

In this episode of Ask The Expert, discover the secrets of mastering water damage restoration from Paul Silliman, Head of Sales and Customer Success at Clean Claims. Streamline your processes, improve efficiency and save time and money with expert tips on training documentation and leadership oversight.This episode is brought to you by:

Today on the show we have Sivan More, the VP of Customer Success at HiBob, an HR tech company driving company culture and employee engagement.In this episode, Sivan shares her experience in the evolution of customer success and how it has transformed over the years.We then discussed the role of AI and personalization in enhancing customer journeys, and we wrapped up by diving into how to build scalable, skills-based customer success teams in the age of AI.Mentioned ResourcesHiBobVitally.ioChurn FM is sponsored by Vitally, the all-in-one Customer Success Platform.

Send us a textIn the final chapter of a compelling three-part series on the Customer Success Playbook, hosts Kevin Metzger and Roman Trebon sit down once more with communication strategist Mary Schmid to explore whether artificial intelligence can play a meaningful role in building trust. With AI Fridays in full swing, the conversation veers into uncharted territory: can AI actually help us become better listeners, or are we outsourcing our empathy to machines?Detailed Analysis: AI in customer success is no longer theoretical; it's operational. From onboarding workflows to meeting recaps, AI is here to streamline. But the question Mary Schmid challenges us with is not can AI help, but how and where should it be used? With characteristic wit and wisdom, she makes it clear: AI can emulate empathy, but it can't feel it. The result? AI may simulate care, but it can't substitute human connection.The group reflects on how AI, while useful for efficiency and summarization, may inadvertently encourage disengagement. Roman candidly shares how AI-generated transcripts have made him a lazier listener—a relatable confession for many knowledge workers navigating tech overload. Mary counters with a powerful reminder: presence is a choice. No matter how smart your tools, nothing replaces being fully in the conversation.This episode offers a practical and philosophical blueprint for integrating AI responsibly. Use it for insights, yes. Use it for speed, definitely. But never let it replace your human instinct to connect. Mary leaves us with a challenge: show up with your eyes, ears, and heart—because no algorithm can replicate that.Bonus treat: Mary created a downloadable resource exclusively for Customer Success Playbook listeners. Grab it at maryschmid.com/csb — it includes free resources and even complimentary access to her book.Now you can interact with us directly by leaving a voice message at https://www.speakpipe.com/CustomerSuccessPlaybookCheck out https://funnelstory.ai/ for more details about Funnelstory. You can also check out our full video review of the product on YouTube at https://youtu.be/4jChYZBVz2Y.Please Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.

Ever find yourself thinking, “There's gotta be a better way to do this”? If you're the CSM who's constantly rebuilding broken processes in your head, secretly obsessed with structure and scale, and lowkey bored of the same playbooks, this episode is your permission slip to explore CS Ops.In this episode, I'm chatting with Justin, who went from traditional CSM to building CS Ops teams at IBM and transforming them at VMware. We break down what CS Ops actually is, why it's way more strategic than people realize, why companies are hunting for strategic operators like you, and how your curiosity and love for structure might just be your secret weapon. If you've ever thought, “I want to level up but I don't want to manage a team,” hit play! This might be the career move you didn't know you were looking for.

Send us a textStrap in for another riveting episode of the Customer Success Playbook, where empathy isn't just a buzzword—it's a business advantage. Hosts Kevin Metzger and Roman Trebon are once again joined by communication maven Mary Schmid, who unpacks the neurological power of empathy and its pivotal role in client trust and loyalty. From the depth of scuba diving to the magic of emotional connection, Mary shares how listening with genuine curiosity can shift even the most transactional relationships into long-term partnerships.Detailed Analysis: In this Wednesday "One Big Question" edition, the trio explores how empathy drives client loyalty, especially in high-stakes sectors like finance. Mary challenges the misconception that empathy is about agreement, reframing it instead as a courageous act of understanding. Through her neuroscience-informed approach, she explains how empathy fosters psychological safety, laying the groundwork for trust.The conversation ventures into practical insights for customer success professionals: the importance of leading with emotional curiosity, the discipline of "listening to connect," and how to gracefully introduce differing perspectives once mutual understanding is established. Mary introduces a powerful sequence: empathy first, connection second, and then collaboration. The episode highlights that curiosity and compassion aren't liabilities—they are strategic tools.Also discussed: how leaders can break free from monologue mode by shifting into learner mode, and how to handle moments when your perspective diverges from the client's. Spoiler: it involves asking permission to share, not bulldozing your view across the conversation table.Roman humorously pitches Mary for a bigger stage beyond customer success, and honestly, we agree.The bottom line? Connection comes before correction. Action comes after understanding.Now you can interact with us directly by leaving a voice message at https://www.speakpipe.com/CustomerSuccessPlaybookCheck out https://funnelstory.ai/ for more details about Funnelstory. You can also check out our full video review of the product on YouTube at https://youtu.be/4jChYZBVz2Y.Please Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.

In this episode, we're joined by Stella Luk, Regional Director at GiveDirectly, and Erin Quinn, Dimagi's Senior Director of Customer Success, to explore a fundamental question: What if, instead of aid programs deciding what communities need, we simply gave people cash and trusted them to make the best choices for themselves?GiveDirectly has pioneered direct, unconditional cash transfers to people living in extreme poverty, challenging long-held assumptions about traditional aid. Stella shares powerful insights from the field—how cash empowers recipients with dignity, choice, and long-term impact. We also discuss the skepticism surrounding cash transfers, the evidence supporting their effectiveness, and how technology is helping reach those most in need.With global development funding in flux, could direct cash transfers be the future of aid? Listen in for a thought-provoking conversation on how this model is reshaping humanitarian response and development efforts worldwide.

This week we're flipping the script and looking at outbound through a post-sale lens. Evan Nelson, VP of Customer Experience at Cognism, sits down with Natasha Evans, VP of Customer Growth at Hook, to explore how Customer Success can become a true driver of revenue. They dive into how principles from traditional outbound sales are deeply relevant in customer success, why CS teams should think like sellers, and how growth is increasingly coming from existing customers.

Welcome to the Rialto Marketing podcast. Today's episode is a Revenue Acceleration Series interview with seven-figure B2B business owners and their growth-minded executives who are actively trying to grow their business and get to the next level. We discuss the good, the bad, and the ugly so that you can learn from their experience.>>> Whenever you are ready, here are 4 ways we can help you reach your revenue goals faster...#1 Unlock the full potential of your marketing engine. We'll provide you and your team with the direction, insights, and tools necessary to excel in the complex landscape of modern marketing. - Marketing Advisor On Call#2 Discover the marketing strategies & tactics that will guide your next quarter and unlock explosive growth in 90 minutes. - Quick-Start Marketing Strategy Game Plan#3 Discover a tailor-made strategy for unprecedented growth to transform your marketing in 30 days. - Unlock Your Growth Opportunities#4 If you need guidance on the most effective direction for your marketing, then schedule a call with us today! - Get Your Free Discovery Call Now

Can customer success be your secret growth weapon? This 'TechTransformed' episode explores its evolution from a cost center to a revenue driver. Marilee Bear, Chief Revenue Officer at Gainsight, and Christina Stathopoulos, founder of Dare to Data, discuss AI's role and how strong customer relationships boost your bottom line.

This week we are joined by Ejieme Eromosele, an award-winning Customer Experience and Success Executive, with two decades of experience building high-impact customer programs. She has led CX strategies for Fortune 500 companies and early to mid-stage startups.  Specializing in customer-led growth, Ejieme helps organizations drive business value by delivering customer outcomes. She has built Customer Success programs from the ground up and expanded global operations as General Manager for EMEA.  As the Founder of Success in Black, she champions DEI in Customer Success, fostering a thriving community for Black professionals.  Beyond her corporate work, she is a respected advisor, speaker, board member, and angel investor, backing pre-seed and seed-stage startups across DTC, consumer tech, social/creator economy, and B2B SaaS.(3:13) Who is Ejieme inside and outside of the office?  (7:25) Who was Ejieme right out of college and how has she changed over the years?  (10:29) Why did Ejieme choose the path of customer success?  (12:25) What differentiates Ejieme from an influencer and key thought contributor?  (15:21) Ejieme shares her idea of vulnerability as a skillset.  (18:50) She walks us through a recent post after a tough life experience.  (26:35) Who inspires Ejieme?  (28:58) What advice does Ejieme want to leave the community with?Connect with Ejieme Eromoselehttps://www.linkedin.com/in/ejieme/  Subscribe: Warriors At Work Podcasts Website: https://jeaniecoomber.com Facebook: https://www.facebook.com/groups/986666321719033/ Instagram: https://www.instagram.com/jeanie_coomber/ Twitter: https://twitter.com/jeanie_coomber LinkedIn: https://www.linkedin.com/in/jeanie-coomber-90973b4/ YouTube: https://www.youtube.com/channel/UCbMZ2HyNNyPoeCSqKClBC_w

This week we welcome Raghu Ramanathan, President of Legal Professionals at Thomson Reuters, for an insightful discussion on the profound impact of Artificial Intelligence (AI) on the legal industry. Raghu shares why he believes the legal sector, alongside healthcare, stands at the forefront of the AI revolution. His journey into the legal tech world, driven by the transformative potential of AI, sets the stage for a deep dive into current trends, future predictions, and the strategic initiatives shaping the future of law.Central to the conversation is Raghu's updated perspective on the evolution of law firms, revisiting predictions he first made in 2017. He outlines a compelling framework describing "three waves" of AI adoption currently underway. The first wave, "Optimization," which many firms are experiencing now, focuses on using AI to enhance existing workflows, making tasks faster and more efficient. The second wave, "Re-engineering," involves fundamentally rethinking processes, staffing models (including the traditional pyramid structure), pricing strategies, and the very nature of legal work to leverage AI's capabilities more deeply. Looking further ahead, the third wave anticipates the emergence of entirely "New Business Models."Thomson Reuters is actively navigating and shaping this transformation, particularly through its AI platform, CoCounsel. Raghu highlights the rapid evolution of CoCounsel, emphasizing the continuous development of new "skills"—capabilities ranging from summarization and research to drafting and complex analysis like the innovative "Claims Explorer." He explains TR's strategy involves integrating proprietary data (like Westlaw), client-provided documents, and public information, leveraging advancements in Large Language Models (LLMs) from various providers to deliver comprehensive and powerful AI assistance. Prioritizing new skill development involves balancing significant client value with technical feasibility, constantly informed by close collaboration with innovation-focused customers.Beyond law firms, the conversation explores the crucial role and adoption of AI within the court system. Raghu notes a surprising enthusiasm among courts, driven by the urgent need to address growing case backlogs and enhance access to justice within tight budgets. He points to Thomson Reuters' significant partnerships, including a major agreement to deploy AI tools across the US federal courts and ongoing collaboration with the National Center for State Courts (NCSC), which is fostering education and policy discussions among judges and court staff nationwide. Complementing product innovation, TR's expanded "Customer Success" initiative underscores the importance of user adoption, providing dedicated resources and best practices to help lawyers and legal professionals effectively integrate AI tools into their daily workflows, ensuring technology translates into tangible value.Raghu anticipates that smaller and mid-sized law firms may initially leverage AI more aggressively as a competitive equalizer, pushing larger firms to make bolder, more strategic moves beyond simple optimization. He stresses that the ultimate differentiator for success in the AI era will likely be less about the technology itself and more about effective change management. The rapid pace of AI adoption already witnessed in the legal sector signals that this transformation is not a distant prospect but a present reality reshaping the industry at an unprecedented speed.Listen on mobile platforms:  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Apple Podcasts⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |  ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠YouTube⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠[Special Thanks to ⁠Legal Technology Hub⁠ for their sponsoring this episode.] Blue Sky: ⁠⁠@geeklawblog.com⁠⁠ ⁠⁠@marlgeb⁠⁠⁠⁠⁠⁠⁠Email: geekinreviewpodcast@gmail.comMusic: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Jerry David DeCicca⁠⁠⁠⁠⁠⁠⁠⁠⁠Transcript

Send us a text In this high-impact episode of the Customer Success Playbook, hosts Kevin Metzger and Roman Trebon welcome Mary Schmid, MBA, a communication and leadership expert with a passion for rewiring how we listen. Mary reveals how to shift from surface-level exchanges to trust-building dialogues by embracing her "Conversational Edge" framework. Rather than defaulting to advice-giving, Mary urges professionals to pause and lean into connection-first listening. With a foundation in neuroscience, she explains how we unconsciously drop out of conversations every 12 to 18 seconds—and how to stay tuned in. If you think you're a good listener, this episode might surprise you.Detailed Analysis: This episode flips the script on what it means to be a "trusted advisor." Mary Schmid argues that client relationships are often eroded by a focus on proving expertise instead of demonstrating care. Using brain science as a guide, she introduces the idea that effective listening triggers the brain's trust response. Listeners are walked through a conversational sequence that begins with understanding the situation, moves into exploring the client's thoughts and emotions, and culminates in assessing the impact. The goal? Helping clients feel heard, not herded.Mary deftly explains how traditional expertise-driven dialogue creates power imbalances, pushing clients into defensive, disengaged states. In contrast, her approach taps into the oxytocin-powered trust circuit by creating psychological safety. The episode offers practical examples and humorous insights—including Kevin getting called out for zoning out every few seconds (we're looking at you, Kevin).For business leaders and customer success professionals, Mary provides a vital reminder: real influence stems from emotional connection, not intellectual superiority. When you guide a client into collaborative discovery, rather than corner them with solutions, you spark engagement and build lasting loyalty.Her parting wisdom? Respect begins with listening to connect, not correct.Now you can interact with us directly by leaving a voice message at https://www.speakpipe.com/CustomerSuccessPlaybookCheck out https://funnelstory.ai/ for more details about Funnelstory. You can also check out our full video review of the product on YouTube at https://youtu.be/4jChYZBVz2Y.Please Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.

Send us a textIn this forward-looking Friday edition of the Customer Success Playbook, Cairo Marsh returns to round out his trilogy of episodes with a critical discussion: can artificial intelligence enhance empathy in customer experience, or does it risk eliminating the human touch? Cairo, Roman, and Kevin dive into the real-world uses of AI in sentiment analysis, automation, and service design, exploring when and how AI tools can be customer-centric rather than just cost-centric. From call centers to cultural nuance, this conversation balances optimism with realism.Detailed Analysis: The final installment in Cairo Marsh's series on the Customer Success Playbook podcast explores the intersection of artificial intelligence and empathetic customer experience. While AI is often championed for its efficiency and cost-saving potential, Cairo is quick to caution that most implementations prioritize business needs over customer value—a misalignment that risks undermining trust.He argues that true empathy-driven AI must empower the customer, not just the brand. The conversation unpacks this idea with practical examples: AI as a helpful tool for low-value, transactional queries ("Did my payment clear?") versus high-emotion, high-stakes moments ("I've been in a car accident"), where human connection is irreplaceable. The team discusses the strategic importance of context in deciding where AI belongs.But the episode doesn't stop at critique. Kevin and Roman offer ideas on human-AI collaboration—pairing agents with AI copilots to enhance real-time service without sacrificing warmth. Cairo reinforces that the real opportunity lies in using AI to support customers on their terms, not as a substitute for authentic engagement.In a surprisingly touching moment, Cairo shares a story from a bank in Taiwan, illustrating that sometimes, the most valuable service is simply human presence. As businesses embrace automation, remembering our innate desire for connection may be the key to designing AI with empathy.This episode challenges us to ask: Is your AI working for you, or for your customers?Now you can interact with us directly by leaving a voice message at https://www.speakpipe.com/CustomerSuccessPlaybookCheck out https://funnelstory.ai/ for more details about Funnelstory. You can also check out our full video review of the product on YouTube at https://youtu.be/4jChYZBVz2Y.Please Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.

In this episode, we're joined by Stella Luk, Regional Director at GiveDirectly, and Erin Quinn, Dimagi's Senior Director of Customer Success, to explore a fundamental question: What if, instead of aid programs deciding what communities need, we simply gave people cash and trusted them to make the best choices for themselves?GiveDirectly has pioneered direct, unconditional cash transfers to people living in extreme poverty, challenging long-held assumptions about traditional aid. Stella shares powerful insights from the field—how cash empowers recipients with dignity, choice, and long-term impact. We also discuss the skepticism surrounding cash transfers, the evidence supporting their effectiveness, and how technology is helping reach those most in need.With global development funding in flux, could direct cash transfers be the future of aid? Listen in for a thought-provoking conversation on how this model is reshaping humanitarian response and development efforts worldwide.

Imagine onboarding a new employee who never sleeps, speaks every language, knows all your products, and can handle thousands of customers at once.That's the reality Salesforce is building with Agentforce — and it's already transforming customer success, marketing operations, and revenue growth.In this episode, Salesforce SVP of Digital Customer Success Bernard Slowey joins us to break down how they became Customer Zero for Agentforce, what went wrong (and right), and why agentic AI is reshaping the future of marketing and operations.If you lead marketing, operations, or customer success — and you're serious about not falling behind — this episode is your AI playbook.Key Moments:00:00: What Is Agentforce? Introducing Salesforce's Digital AI Workforce 01:21: Meet Bernard Slowey: VP of Digital Customer Success at Salesforce 01:46: From AOL to Salesforce: Bernard's Career Path Through the Tech Revolution 03:57: The Rise of AI Agents: Why Chatbots Are Officially Obsolete 06:36: AI Agents vs. Chatbots: What They Are and Why They Matter 11:22: Lessons from the Frontlines: What It Takes to Implement AI Agents 15:16: Inside Salesforce: How Agentforce Came to Life 18:55: How Salesforce Launched Agentforce in Just 4 Weeks (And What They Measured) 30:27: Rethinking Success: Metrics That Actually Matter in AI Rollouts 38:25: Why Traditional Customer Service Automation Is Failing Us 42:36: Real Use Cases: How Salesforce Clients Are Winning with Agentforce 44:11: AI Implementation Challenges (And How to Solve Them) 50:32: Cross-Functional Teams and the Future of AI Collaboration 57:18: Why AI Still Needs a Human Touch in Customer Experience 58:33: The New Job Titles and Skills Emerging in an AI-First Era 01:04:02 Human Intuition vs. AI Logic: Finding the Right Balance 01:09:35 Customer Obsession in the Age of Automation  Mission.org is a media studio producing content alongside world-class clients. Learn more at mission.org.

Being a standout CSM today isn't about working harder… it's about working smarter. And if you're not already using AI to do that, you're missing a massive opportunity to save time, impress leadership, and build deeper customer relationships.In this episode, I'm sharing four creative ways you can leverage AI that have completely changed the game. From building thought leadership content, to optimizing your schedule, to making sense of messy data. If you've been curious about how to bring AI into your workflow and make your job a whole lot easier, this one's your blueprint.

Think you're in control of your sales process? Think again. “You can't force people to buy stuff they don't want to,” says today's guest, Brent Keltner.  And that simple statement shows who's really in charge. But it begs the question, if the customer is king, how do we guide the sales process while allowing them to remain in control? In episode 107 of How to Sell More, Mark Drager and guest Brent Keltner tackle this problem head-on. They cover why your team needs to shift from a “show up and pitch” approach to a guided approach to create a stickier sales process.   You'll also learn: ✅ The three-part framework for structuring effective sales conversations ✅ How to move from product-centric pitching to journey-first selling ✅ Simple ways to prepare for meetings that take just 10-15 minutes ✅ Why customer stories are your most valuable sales assets (and how to collect them) ✅ How third-party customer interviews can reveal insights your team might miss ✅ How to create follow-up emails that actually move deals forward   Meet today's guest: Brent Keltner is the President of Winalytics and the Author of The Revenue Acceleration Playbook: Creating an Authentic Buyer Journey Across Sales, Marketing, and Customer Success.    Listen to the full episode now!

Today on the show we have Miguel Fernandez Larrea, the CEO and Co-founder of Capchase.In this episode, Miguel shares his experience helping B2B vendors recover customer acquisition costs faster and increase deal sizes through flexible payment terms.We then discussed the enterprise sales motion behind Capchase Pay, how Miguel's team drives adoption across sales, finance, and rev ops, and how their CS team is optimizing activation to reach the first five closed deals.Mentioned ResourcesCapchaseChurn FM is sponsored by Vitally, the all-in-one Customer Success Platform.

Send us a textIn this midweek edition of the Customer Success Playbook, Cairo Marsh returns to the mic to explore the layered world of empathetic marketing across cultures. From the Bronx to Tokyo, Cairo's lived experience adds a global lens to his practical insights on designing connection-first marketing strategies. He unpacks how empathy drives retention, not just acquisition, and reveals a three-tiered framework for building brand relationships based on product, brand identity, and social capital.Detailed Analysis: Cairo Marsh is back for part two, and the conversation dives even deeper. What begins as a lighthearted exchange about food adventures in Tokyo quickly transforms into a tactical discussion on what it means to build marketing strategies that resonate across diverse cultural contexts.The heart of this episode lies in Cairo's model of connection:Functional (product value)Emotional (brand resonance)Social (status or identity alignment)By structuring messaging and experiences around these layers, brands can meet customers where they are—geographically and emotionally. Cairo shares how this model works globally, with examples from his own bi-continental agency experience.But Cairo doesn't stop at strategy. He addresses the million-dollar question: how do you measure the impact of empathy? His answer is both practical and powerful: combine transactional data with perceptual insights to understand not just what customers do, but why they do it. That "why," he argues, is the leading indicator of business success.Crucially, the episode draws a bridge between marketing and customer success. Cairo emphasizes that empathy shouldn't end at conversion. It's the glue that holds the entire post-sale journey together—retention, loyalty, and advocacy all benefit when brands treat customers like humans, not just metrics.This conversation is a masterclass in global customer connection and a blueprint for embedding empathy across every phase of the customer journey. It's also a prelude to the next episode, where Cairo returns to unpack how AI fits into the empathy equation.Now you can interact with us directly by leaving a voice message at https://www.speakpipe.com/CustomerSuccessPlaybookCheck out https://funnelstory.ai/ for more details about Funnelstory. You can also check out our full video review of the product on YouTube at https://youtu.be/4jChYZBVz2Y.Please Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.

In this edition of Industry Matters, Shelby Graveman, Sr. Director of Customer Success at VGM & Associates, interviews Kyle Neese, Sr. Account Executive at ACU-Serve. Together, they explore the hottest topics in the HME industry, offering insights on how providers can effectively navigate daily challenges. They discuss the essential resources ACU-Serve provides, including payer relations support and the importance of root cause analysis for optimizing workflows and system performance. Additionally, they highlight how technology and trend reporting can enhance your business and emphasize the critical role of monthly recurring revenue for financial health. Join us as we delve into common growth challenges faced by HME companies and share strategies to increase revenue through technology and outsourcing solutions. Whether you're looking to scale your business or streamline operations, this podcast offers valuable tips and expert advice to help you succeed in the dynamic HME landscape.

ACTIONABLE TAKEAWAYS: SPFs for Short-Term Change: Use SPFs to drive short-term behavior changes. Long-term shifts should align with consistent metrics in your "iron square" framework. Strict Holdover Rules: Allow one quarter for closing open opportunities after a territory change if they're past stage two. No exceptions ensure fairness and consistency. The Iron Square: Track rep productivity with win rate, AE-sourced pipeline, total pipeline generation, and forecast accuracy, with quota attainment as the central North Star. Customer-First Processes: Avoid letting internal rules disrupt customer experience. Build buffer zones in ROEs and territories to minimize deal handoffs. ELEANOR'S PATH TO PRESIDENTS CLUB: Head of Sales @ Retool Global Head of Commercial Retention & Regional Director of Commercial Sales @ Segment Global Head of Commercial Renewals and Retention @ Segment Head of Customer Success and Solutions engineering @ Clever Inc RESOURCES DISCUSSED: Join our weekly newsletter Things you can steal

Adam Long is the new head of revenue at Porch... but he's got quite a history in the Inspection industry prior to this role! And he lives in Brad's old Inspection stomping grounds. After serving more than 10 years as the President of Home Team, Adam understands firsthand the importance of customer success and support for home inspectors. In this sit-down, we highlight the tools and resources available for inspectors, the significance of building relationships in real estate, and the dynamics of the current market. Adam shares insights on future conferences and the importance of networking within the industry. The TLDR: Customer experience is paramount in the home inspection industry. Support is essential for new home inspectors entering the field. Home Team provides valuable resources for inspectors through franchising. Porch offers a comprehensive suite of tools for inspectors. Inspector success drives the success of Porch as a company. Building relationships with real estate agents is crucial for inspectors. The market dynamics in DC create opportunities for inspectors. Pay at closing is a game-changer for home buyers. Networking at conferences can lead to valuable connections. Listening to customer feedback is key to improving services. This episode is sponsored by Inspection Fuel 2025 happening September 8-10 in New Orleans! Be sure to sign up here: https://www.inspectionfuel.com/register

Send us a textThis episode of the Customer Success Playbook welcomes Cairo Marsh, Founder and Executive Partner of Relative, for a thought-provoking conversation on empathy-led marketing. Cairo shares his top tip for organizations seeking to harness empathy as a competitive advantage: focus on value at every touchpoint. From Patagonia's purpose-driven branding to the basics of transactional incentives, Cairo offers real-world examples of brands that resonate by placing customer needs front and center. It's not just marketing—it's relationship building at scale.Detailed Analysis: In this crisp yet powerful episode, Cairo Marsh challenges traditional marketing mindsets by reframing empathy as a strategic asset rather than a soft skill. He lays out a pragmatic approach to empathetic marketing that begins with a deceptively simple question: "What does your audience need right now?" It's not about gimmicks or grand gestures but about delivering meaningful value at every interaction.Using brands like Patagonia as a compass, Cairo underscores how value can transcend the transactional. Patagonia's commitment to sustainability offers customers purpose beyond product—a model for values-driven engagement that earns loyalty. On the flip side, Cairo doesn't shy away from acknowledging that even simple sweepstakes or incentives can serve as valid forms of value, as long as they're designed with the customer's benefit in mind.The conversation also touches on the psychological shift needed within companies. Empathy isn't a campaign—it's a culture. And it begins with a genuine interest in your customer's world. Cairo likens this to personal relationships, where curiosity and attentiveness build trust. Businesses should behave less like sociopaths (his words, not ours) and more like thoughtful partners.Whether you're building a brand or fine-tuning your customer journey, this episode is a potent reminder: empathy scales. It informs marketing, strengthens loyalty, and enhances every element of the customer success playbook.Now you can interact with us directly by leaving a voice message at https://www.speakpipe.com/CustomerSuccessPlaybookCheck out https://funnelstory.ai/ for more details about Funnelstory. You can also check out our full video review of the product on YouTube at https://youtu.be/4jChYZBVz2Y.Please Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.

Job boards might seem simple. You scroll, you apply, you wait. But behind the scenes? There's a whole hidden system at play that most job seekers never see. And if you knew how it really worked, you'd job hunt completely differently.In this episode, I'm sitting down with Olivia, our Director of Customer Success and a the go-to hiring insider who's been behind the curtain at Indeed and Data People. She's breaking down what actually happens to your application, whether ‘Easy Apply' is helping or hurting you, and how to work with the system instead of getting lost in it.If you've ever felt like your resume is disappearing into the void, you're not imagining it. But there's a way to work with the system instead of against it. Olivia's spilling all the behind-the-scenes secrets, plus actionable strategies to help you save countless hours of frustration in your job search. Hit play and let's get into it!

In this episode, let's hear Nicole Hunt's remarkable career transition from nursing to becoming a freight broker in a male-dominated industry with minimal training! Nicole emphasizes the pivotal role of communication in customer service, the significance of self-motivation and confidence in sales, and the value of honesty, reputation in building trust with clients, and understanding customer needs!   Connect with Nicole Email: nhunt@spi3pl.com  LinkedIn: https://www.linkedin.com/in/nicole-hunt-444033152/  

Feeble marketing tactics are a major waste of your law firm's ad spend! Make sure your budget isn't being squandered by understanding what marketing quality and accountability should look like. If your marketer's data looks like a success but isn't resulting in new clients for your law firm, you might be getting shammed. The guys join us from the road at two of the legal industry's finest conferences, ABA Techshow and Mass Torts Made Perfect. In their talks, Gyi and Conrad each presented the perils of marketing misinformation and what lawyers need to look for to ensure transparency and accountability in their marketing schemes.  Leave us a comment on the LHLM LinkedIn page if you'd like to have Gyi and Conrad's slide decks from their conference presentations!   The News: Google Business Profiles are switching things up - Ask Maps Is Google Q&A's AI Replacement: Here's What It Means For Marketers It's probably a good idea to opt in to Google's experimental AI Mode to see where things are headed - Expanding AI Overviews and introducing AI Mode  Notebook is expanding access all over the place - New in NotebookLM: Discover sources from around the web  It is a very good thing that we are a country with laws, and though we've always been loath to get too political, we feel that we have to recognize current dangers and stand up for the rule of law. Read through The ABA supports the rule of law,  Statement from SBM Leadership on Unprecedented Threats to Rule of Law,  ABA condemns remarks questioning legitimacy of courts and judicial review, and more at the ABA's Rule of Law page.  On a lighter note, Jessica Hawkins from Consultwebs created a post on the Best Legal Podcasts of 2025. Jessica gave LHLM a really nice write up, and we are super thankful to be featured with some other great shows!  And, Conrad is desperately seeking an awesome Customer Success person. Just go see if you can find the hidden job listing on Mockingbird Marketing.   Suggested LHLM Episodes: Bull$#!% You Hear at Legal Conferences Apple | Spotify | Youtube   Connect: The Bite - Lunch Hour Legal Marketing Newsletter! Leave Us an Apple Review  Lunch Hour Legal Marketing on YouTube  Lunch Hour Legal Marketing on TikTok

It's YOUR time to #EdUpIn this episode, recorded LIVE from Ellucian LIVE 2025 in Orlando, Florida,YOUR guests are Danna Gianforte, VP, Managed Services, Ryan Tubbs, SVP, Customer Success & Premium Support, ⁠Ellucian⁠⁠YOUR host is Dr. Chris Moloney⁠, Principal Strategic Specialist, ⁠Ellucian⁠How can institutions adapt to the accelerating pace of change in higher education?What lessons from COVID's forced innovation can be applied to current modernization efforts?Why is it essential to move beyond committee-based decisions toward faster implementation?How can technology leaders help staff see value beyond manual processes?What strategic services does Ellucian offer beyond ERP platforms?Topics include:The "second wave" of change following COVID's disruptionPutting people at the center of modernization effortsReimagining processes rather than simply replicating old systems digitallyBreaking through "can't statements" with small wins & progressFinding opportunity in the chaos of AI disruption & regulatory changesListen in to #EdUpDo YOU want to accelerate YOUR professional development?Do YOU want to get exclusive early access to ad-free episodes, extended episodes, bonus episodes, original content, invites to special events, & more?Then ⁠⁠⁠⁠⁠⁠BECOME AN #EdUp PREMIUM SUBSCRIBER TODAY⁠⁠ - $19.99/month or $199.99/year (Save 17%)!Want YOUR org to cover costs? Email: EdUp@edupexperience.comThank YOU so much for tuning in. Join us on the next episode for YOUR time to EdUp!Connect with YOUR EdUp Team - ⁠⁠⁠⁠⁠⁠⁠⁠⁠Elvin Freytes⁠⁠⁠⁠⁠⁠⁠⁠⁠ & ⁠⁠⁠⁠⁠⁠⁠⁠⁠Dr. Joe Sallustio⁠⁠⁠⁠● Join YOUR EdUp community at ⁠⁠⁠⁠⁠⁠⁠⁠⁠The EdUp Experience⁠⁠⁠⁠⁠⁠⁠⁠⁠!We make education YOUR business!