Podcasts about Customer success

Marketing teams are creating 70% more content thanks to AI, but can your compliance and brand review processes keep up? In this episode, we explore how AI is reshaping the creative process, brand governance, and what the next two years could look like for marketing and compliance teams. From AI-first content tools to the rise of AI agents that are redefining brand tone and content reviews, we cover what marketing leaders need to know now. We'll also break down the key differences between Generative AI and Deterministic AI, and what each means for compliance workflows, while offering practical insights on how teams are future-proofing their operations and budgets in an AI-first world. Join Wyatt Bales, CCO at Bluprintx; Eric Reichel, SVP of Customer Success at IntelligenceBank; and William Tyree, Chief Marketing Officer at IntelligenceBank, for a forward-looking conversation that every marketing, brand, and compliance leader should hear.

How do you turn new users into loyal advocates—and lead global teams while doing it? Laura Carpentier shares powerful insights on scaling customer success, driving retention, and building high-performing virtual teams. Whether you're in SaaS, tech, or leading remote operations, this episode offers practical strategies to elevate your customer journey and team culture.==========================================

Sam Jacobs, AJ Bruno, and Asad Zaman unpack what it means to lead through uncertainty in a time of rapid change. They reflect on Q2 wins, the emotional cost of ambition, and why founders are feeling more anxious than ever. From letting go of the SaaS playbook to adapting in real time, they explore how AI is reshaping leadership, team culture, and what “good” revenue looks like. Plus: the decline of CS, the rise of forward-deployed engineers, and how to build when nothing feels stable. Thanks for tuning in! New episodes of Topline drop every Sunday and Thursday. Don't miss GTM2025 — the only B2B tech conference exclusively for GTM executives. Elevate your 2026 strategy and join us from September 23 to 25 in Washington, D.C. Use code TOPLINE for 10% off your GA ticket. Stay ahead with the latest industry developments and emerging go-to-market trends with Topline Newsletter by Asad Zaman. Subscribe today. Tune in to The Revenue Leadership Podcast every Wednesday, where host Kyle Norton talks with real revenue operators and dives deep into what it takes to succeed as a modern revenue leader. You're invited! Join the free Topline Slack channel to connect with 600+ revenue leaders, share insights, and keep the conversation going beyond the podcast! This episode is sponsored by UserEvidence. Want to know what actually moves the needle on trust? Download The Evidence Gap, a data-backed report on the customer proof that drives real results. Get it now at userevidence.com/evidence. Key chapters: (00:00) - Welcome and Pulse Check (01:14) - Celebrating Q2 Successes (02:57) - Navigating Business Transitions (03:59) - Hitting Numbers and Investing for Growth (04:47) - The Stress of Numbers and Daily Anxiety (05:47) - Balancing Ambition with Gratitude (07:00) - The Power of Pattern Interrupts and Support (07:38) - Is Ambition Always Dissatisfaction? (09:00) - Finding Fulfillment in the Journey (13:12) - The Beauty of Risk and Uncertainty (15:00) - The Astrologer and Fate vs. Free Will (23:00) - Charting the Uncertain Second Half (34:00) - Culture Change and Organizational Agility (43:28) - The Rise of Forward Deployed Engineers & Services Revenue (54:00) - The Future of Customer Success and Bearishness on Job Markets  

Are your customers ghosting your QBR invites? Let's be real… every CSM has faced the dreaded silence or worse, the wrong people showing up. But here's the ugly truth leadership never told you. It's not your QBR's timing, your agenda, or your follow-ups. It's that your meetings are about you, not your customer.In this episode, I break down the single biggest mistake 99% of CSMs make with their QBRs and hand you my simple 3-step framework to flip the script—from ignored invites to strategic sessions your customers actually want to attend. We'll dig into exactly what to research, how to reframe your outreach, and the one pro move that gets even busy execs leaning in. Craving the kind of executive buy-in that accelerates renewals, expansions, and your own career? Hit play, because everything you've learned about QBRs is about to change, starting now!

Laura Lakhwara leads GTM teams and customers in transformative strategies that empower businesses to streamline operations and scale efficiently with AI, automation, robotics, and data-driven insights. She has an incredible background from working at IBM, a first-ever partnership with IBM and Apple, and other companies like UI Path and Softbank Robotics.  We had a great conversation - her expertise spans market entry strategies, enterprise sales, customer success, and fostering customer-centric cultures that drive revenue growth and long-term partnerships. Follow Laura:  https://www.linkedin.com/in/lauralakhwara/   More about Women Sales Pros - we have a website, we are on LinkedIn, Facebook, and Instagram.  Subscribe to our 2x a month news, and share the podcast with others! We'd love a 5 star rating and comments on iTunes if you are so moved! It really makes a difference.  subscribe: https://bit.ly/thewspnews Contribute: https://forms.gle/v9rRiPDUtgGqKaXA6 Past News Issues: bit.ly/past_news_issues https://womensalespros.com/podcast/ 

In this weeks' Scale Your Sales Podcast episode, my guest is Nick Buxton.   Nick has a background in engineering, 2x CRO, and 5x VP of Sales. Over the past 20 years I've worked my way up from individual contributor at seed, Series A- C, privately held, FTSE and NYSE listed tech companies. He is now helping tech companies deliver revenue transformation projects with a range of partners.   In today's episode of Scale Your Sales podcast, Nick shares his value-led growth approach and why breaking down silos between sales, marketing, and customer success is key to building customer-centric organizations. He and Janice explore the difference between solving user problems vs. business needs, the impact on go-to-market strategy, and the evolving role of CROs as AI and sales enablement continue to reshape the future of sales.   Welcome to Scale Your Sales Podcast, Nick Buxton.     Timestamps: 00:00 Product-Led Growth Challenges Explained 05:51 Embrace Product-Led Growth Strategy 07:09 Customer-Led Growth Insights 13:29 Sales Competency Deficit Analysis 14:41 Challenges in Building Sales Relationships 20:13 Improving Sales Leadership Competencies 22:08 Sales Enablement and CROs Alignment 25:20 Understanding Product Value Basics 28:31 Silent Quitting: Mutual Interview Necessity     https://www.linkedin.com/in/nick-buxton/     Janice B Gordon is the award-winning Customer Growth Expert and Scale Your Sales Framework founder. She is by LinkedIn Sales 15 Innovating Sales Influencers to Follow 2021, the Top 50 Global Thought Leaders and Influencers on Customer Experience Nov 2020 and 150 Women B2B Thought Leaders You Should Follow in 2021. Janice helps companies worldwide to reimagine revenue growth thought customer experience and sales.   Book Janice to speak virtually at your next event: https://janicebgordon.com LinkedIn: https://www.linkedin.com/janice-b-gordon/ Twitter: https://twitter.com/JaniceBGordon Scale Your Sales Podcast: https://scaleyoursales.co.uk/podcast More on the blog: https://scaleyoursales.co.uk/blog Instagram: https://www.instagram.com/janicebgordon Facebook: https://www.facebook.com/ScaleYourSales And more!   Visit our podcast website https://scaleyoursales.co.uk/podcast/ to watch or listen.

Tired of being treated like the company's junk drawer? Frustrated that executives don't see the strategic value of your CS team? Struggling to get buy-in for the resources and respect you deserve? Rob Zambito, founder of Success Scaled Consulting and three-time VP of Customer Success, joins us to reveal how behavioral psychology transforms CS teams from reactive everything departments into proactive revenue-generating engines. With his unique background in consumer psychology and behavioral economics, Rob shares the secrets to what separates successful CS leaders from those stuck on every QBR.BY THE TIME YOU FINISH LISTENING, YOU'LL DISCOVER: Why customer decisions are driven by cognitive biases (not logic) and how to leverage this for better outcomesThe difference between being "strategic" and having a clear team charter that executives actually understandHow to translate CS work into executive language that gets you a seat at the leadership tableThe forecasting approach that proves CS is a revenue function, not just a "happiness department.Why CS teams need different personas and the 5 key types every CS leader should recognizeThe research methodology mindset that helps you test assumptions and avoid infinite loopsHow to stop being the company junk drawer by establishing clear boundaries and focusWhy asking customers directly often beats complex health score algorithmsStop letting your team be everyone's dumping ground and start getting the executive respect you've been fighting for.

Kim Graves is GM, Americas at Notion, where she oversees all Sales and Customer Success efforts across the region. She brings extensive experience in building and scaling high-performing sales organizations, most notably at Slack where she helped grow revenue from $6M to over $1.5B. In addition to her operational role, Kim serves as a founding partner at 20SALES, a GTM-focused VC firm, where she advises early-stage companies on scaling revenue and optimizing sales processes. Agenda: 07:00 – The Secret to Winning a Discount Conversation 09:30 – Notion's Wild New Sales Method: Mindsets Over Stages 12:00 – Why Great Sellers Never Talk Product Too Soon 14:00 – How Slack Avoided the Biggest PLG Trap of All 17:00 – The Fatal Mistake Founders Make Layering Sales on PLG 20:00 – The “Renaissance Reps” That Build Billion-Dollar Motions 23:00 – How to Spot True Grit in a Sales Hire (Without Asking Directly) 26:00 – The Case Study Test That Filters Out Bullshitters 30:00 – The Real Reason Most Reps Fail Onboarding 33:00 – Should Reps Own Their Own Pipeline? Kim's Take Is Clear 36:00 – Why Cold Calling Works in 2025 (And Nobody Does It) 39:00 – The Sales Team Audit: The REKS Framework That Changes Everything 43:00 – How to Avoid Hiring the Wrong Rep Under Pressure 45:00 – When Sales Feels Second Class: PLG vs Enterprise Tension 47:00 – The One Thing Reps Still Do That AI Will Obliterate 50:00 – AI Sales Tools: Why Every Startup Is Failing to Get It Right 53:00 – Will We Have More or Fewer Reps in 5 Years?  56:00 – Enterprises Are Scared of AI – Here's How You Break In Anyway 59:00 – Kim's Secret for Getting Past Gatekeepers and Fake Champions 1:09:00 – Kim's Hardest Phase at Slack and How She Survived It  

In this episode, Tristan Bordallo is back on the show to break down more action plans for growing a trucking business! Tristan shares what small carriers are falling in the current market condition, the crucial role of hiring qualified people for cash flow and business development, how to run a successful freight operation, the impact of customer satisfaction ratings on carrier reputations, and more that you shouldn't miss!   About Tristan Bordallo Tristan has been in the trucking business for 21 years, started in LTL brokerage Diversified Transportation and became a 1099 rep after 3 months (did it for 5 yrs), co-owned an agency for Covenant Transport for 10 years , and launched his own brokerage Fr8topia and asset-based carrier Iamfr8 (6 years ago). I'm still figuring it out!   Connect with Tristan Website: https://www.iamfr8.com/  LinkedIn: https://www.linkedin.com/in/tristan-bordallo-a57860162/  

In this episode, we're joined by Jennifer Peters, Head of Customer Success at Vesper, the commodity data platform working to bring transparency to the global commodity marketplace. Vesper provides market data, benchmarks, and forecasting to allow you to make confident decisions in volatile food markets. We spoke with Jennifer about what it really means to design and implement an effective customer journey, and why managing a customer portfolio doesn't automatically mean you're managing that journey well. Here are some of the key questions we address: What's the difference between managing customer portfolios and managing the full customer journey? Where does the customer journey actually begin, and why is that moment so often misunderstood? How do you make your onboarding flow keep pace with a fast-evolving product? Why is launching a new feature once never enough? What kind of adoption and usage metrics should CS teams monitor to prevent churn? How do you operationalize customer success playbooks so they trigger action, not just insight? What's the role of CS in ensuring goals set during the sales cycle don't disappear after onboarding? How do you keep stakeholders across sales, marketing, and product aligned on the journey you're all supporting? Tune in to hear how Jennifer and her team are building a proactive customer success engine at Vesper - and what any SaaS org can learn about keeping customers engaged, growing, and renewing long after the contract is signed.

What if I told you the secret to being a proactive CSM has nothing to do with having more time?In this episode, I'm walking you through the exact 6-step framework I use with my coaching clients to help them get out of reactive chaos and into strategic, high-impact action—no matter how overwhelming their workload is. You'll hear how one CSM managing 500+ accounts went from “I don't even know where to start” to “wait… this is actually doable” in just one coaching call. And yes, I'm sharing the exact steps we used.If you're tired of feeling behind and ready to finally feel in control of your book and your career, this is the episode to hit play on. Let's get you unstuck.

Text us your questions and thoughts!We sit down with Lara Barnes, Chief Customer Officer at Crownpeak and a champion of authentic leadership, to unpack the true meaning of goal setting, resilience, and growing your career with purpose.With over 25 years of experience in high-growth, customer-centric tech companies, Lara has led global Customer Success teams at Microsoft, Facebook, Oracle, and Sitecore. She shares her rise from senior director to SVP to CCO, offering insight into the unique challenges women face in corporate settings and the critical roles of perception, sponsorship, and values in career advancement.Lara opens up about navigating corporate politics, embracing vulnerability, and becoming a people-first leader grounded in heart, clarity, and courage. She reveals the mindset shifts that helped her succeed while staying true to herself, and how goal setting became a powerful catalyst for transformation.We also explore her personal mission-turned-passion project in functional neurology, inspired by her journey to help her son overcome learning and behavioral challenges. What began as a search for answers has evolved into a purpose-driven venture, now helping hundreds of families thrive.You'll discover:How showing up as your authentic self builds trust and impactWhat functional neurology is and how Lara helps bring a sparkle of hope to parents and childrenThe value framework, and how will it change the way CSMs are operatingHow to develop your leadership style and lead with heart Playbook to building your path to leadership (& the golden trio: Evidence, Perception and Sponsorship)Don't miss this enlightening conversation!

ClientSuccess Chief Customer Officer Kristi Faltorusso admits a question that most customer success professionals can't answer: "How is each of your customers measuring success with your partnership?" Knowing what success looks like for your customers is fundamental to building meaningful relationships. Stop designing FOR customers, start designing WITH them. Ditch ego-driven playbooks. View your team members as CEOs, not mere order-takers. Your ulitmate impact as a leader is all about inspiring others to support your organization's mission. "People want change to happen WITH them, not TO them."

Send us a textWhat happens when passionate customer feedback clashes with cold, hard data? Jake McKee tackles this age-old product dilemma with wisdom earned from years at Lego and building communities for Fortune 500 brands. This episode of the customer success playbook reveals why treating community building as relationship development—not just feedback collection—transforms how companies balance emotional customer input with analytical metrics. McKee's "everybody goes home happy" philosophy demonstrates how sustainable product decisions emerge when companies design mutually beneficial relationships rather than extracting value from user communities. From scale modeling to high-end fusion restaurants, this conversation weaves personal insights with professional strategies for community-driven product development.Detailed AnalysisMcKee's approach to resolving the tension between passionate customer feedback and data-driven metrics represents a sophisticated understanding of modern product development challenges. His framework moves beyond the traditional either/or mentality to reveal how qualitative community insights can actually strengthen quantitative analysis when properly interpreted through relationship context.The discussion illuminates critical flaws in conventional product development cycles, particularly the tendency to collect requirements upfront, disappear into development "black boxes" for months, then emerge with solutions disconnected from evolving customer needs. McKee's community-driven product development methodology keeps customer voices actively engaged throughout the development process, creating real-time feedback loops that prevent costly misalignments.Perhaps most valuable is McKee's perspective on starting small with community building. Rather than investing in expensive platforms and complex infrastructure, he advocates for beginning immediately with simple relationship-building activities—introducing customers to each other, facilitating peer connections, and treating community development as an ongoing relationship rather than a marketing project. This customer success playbook approach recognizes that authentic communities emerge from genuine value exchange, not sophisticated technology platforms.The conversation also explores the nuanced art of community participation, whether in branded platforms or external spaces like Reddit. McKee's guidance on "showing up" rather than "taking over" provides practical wisdom for companies looking to engage authentically with existing customer communities rather than disrupting established dynamics.Now you can interact with us directly by leaving a voice message at https://www.speakpipe.com/CustomerSuccessPlaybookKevin's offeringPlease 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.

Signup for the FREE Masterclass: https://www.thecustomersuccesspro.com/masterclassIn this episode of the Customer Success Pro Podcast, Anika Zubair emphasizes the importance of negotiation skills for customer success managers (CSMs). She discusses how CSMs often overlook their negotiation role, leading to missed opportunities for renewals and upsells. Anika outlines common mistakes CSMs make during negotiations, such as lack of preparation, over-explaining, and avoiding directness. She introduces a four-step framework for strategic negotiation, focusing on preparation, leading with a clear starting point, framing around value, and using silence effectively. The episode aims to empower CSMs to become confident negotiators and strategic partners in their customer relationships.Chapters:00:00 The Power of Negotiation in Customer Success15:43 Common Mistakes in Negotiation27:53 Framework for Strategic NegotiationConnect with Anika Zubair:Website: https://thecustomersuccesspro.com/LinkedIn:  https://www.linkedin.com/in/anikazubair/CSM RevUP Academy: https://thecustomersuccesspro.com/revupSend Anika a text :) Want to be our next guest? Apply here: https://www.thecustomersuccesspro.com/podcast-guest Podcast Editor: https://podcastmagician.com/

Welcome to the Scale with Strive podcast, the place where you come to listen to some of the world's most influential leaders of the SaaS industry.

In this episode, we're diving deep into the art of connection with Doug Brown from CEO Sales Strategies. He is an expert at driving results, uniting teams, and delivering unforgettable customer experiences. You'll learn why today's customers are clamoring for connection, and how your business can meet that need by aligning your teams, sharpening your message, and understanding your buyers better than ever. We'll explore: Why great teams move in the same direction (and how to get yours there) How leaders set the tone for performance and culture by setting the example The power of understanding client objections before they derail your sale The secret to identifying your right-fit buyer and fine-tuning your messaging and marketing Why follow-up is the most overlooked part of both the sales and service cycle How to eliminate silos between sales, marketing, and customer service to create a seamless, connected experience Whether you're a business owner, CX leader, or growth-focused professional, this episode will challenge your thinking and offer practical strategies you can implement today.

PQS by Innovaccer Associates Brittany Boyd and Ray Arizmendi team up to chat about highlights from the Pharmacy Quality Alliance Meeting (PQA) 2025. Brittany Boyd, PQS Associate Director, Pharmacy Training and Support, and Ray Arizmendi, PQS Director of Customer Success, cover PQA event vibes and conference structure. They talk about sessions they enjoyed and the PQS by Innovaccer unveiling of EQUIPP Copilot. 

On this episode, we explore how B2B SaaS platform monday.com has scaled its digital customer success programs to support rapid growth — and how these programs are optimized to meet each customer at their specific point along the customer journey.As businesses expand, there are more customers to support and the same amount of time in each day. That means customer success teams face the challenge of ensuring clients derive maximum value from products or services at scale. This growth can make providing consistent one-to-one support, particularly to smaller customers, increasingly difficult.To strategically support its expanding customer base, monday.com introduced office hours — scheduled sessions where small groups of customers receive live training from a customer success manager (CSM), followed by dedicated time for questions and answers.Listen for the informative insights of Samantha David, digital customer success program manager at monday.com, as she shares valuable insights on how office hours complement monday.com's traditional customer success approaches. Learn how monday.com leverages customer segmentation and data-driven insights to deliver tailored support at scale, and discover best practices for CSMs looking to implement similar digital content strategies in their own organizations.Visit our website to learn more about TELUS Digital.

Most B2B teams think outbound is just about activity. Book meetings, hit quota, move on.But this week on The B2B Playbook, we sat down with Shawn Sease—aka The Professor of Prospecting—to expose why that model is broken.Shawn's seen it all. From old-school cold call sprints to modern GTM teams trying to do outbound in the age of AI. And he's brutally honest about what actually works today.Together, we unpack how to rebuild your sales development system around truth, timing, and trust—not just activity.Here's what we cover in this episode:+ Why most sales development strategies fail before the first call+ The power of cataloguing accounts (and why it's better than intent data)+ How to build outbound systems that don't collapse when your SDR quits+ What real Sales and Marketing alignment looks likeTune in and learn:+ Why timing is a weak signal (and what to track instead)+ How cataloguing transforms your outreach strategy+ What great commercial architecture actually looks likeThis episode is a must-watch if you're a B2B marketer or sales leader who's tired of outbound that doesn't scale, and wants a better way to reach your market.-----------------------------------------------------

Take the free assessment at https://precisionselling.scoreapp.com/ to see how you or your team stack up in influencing skills.Summary Keywords#PrecisionSelling, #EnterpriseExcellence, #SalesLeadership, #InfluenceWithImpact, #CoachingCulture, #CustomerSuccess, #LeadershipDevelopment, #SalesExecution, #B2BSales, #CapabilityBuilding, #PepsiCo, #ExpressionForGrowth, #BradJeavons, #SalesPodcastIntroductionWelcome to Episode 198 of the Enterprise Excellence Podcast – the final episode in our 3-part Precision Selling series. In this episode, Suzanne Wooley (PepsiCo) and Steven Edney (Expression for Growth) return to share powerful insights on how to gain agreement, lead the sale forward, and the role of leadership in building lasting capability. From handling objections and locking in commitments, to coaching and culture – this episode dives deep into what it takes to influence with impact and create long-term customer value.Episode Links:YouTube: https://youtu.be/tApLGwrRp0IEnterprise Excellence Academy: Contacts✔ Suzanne Woolley — Sales Capability Manager, PepsiCo Australia (You may reach out via LinkedIn or PepsiCo Australia's main site.)✔ Steven Edney — Managing Director & Co-owner, Expression for Growth (Connect via expressionforgrowth.com or LinkedIn.)✔ Brad Jeavons — Host, Enterprise Excellence Podcast

Hey CX Nation,In this week's episode of The CXChronicles Podcast #261 we were capturing live interviews at Customer Contact Week at The Caeasar's Forum in Las Vegas, NV.We joined 5,000+ attendees, from 49 states, 51 countries, and spent time meeting & learning from 250+ of the largest solution providers in the CX & customer contact center space. Let's call it what is folks, this is essentially the "Super Bowl of CX" the best & brightest companies in our game gather at CCW to talk shop & share their latest & greatest features, gadgets & services.Our guest interviews for this IRL (in-real life) event episode included: Peter Nilsson (Microsoft), Michael Kinsella & Tomas Piacek (Klearcom), Ashu Dubey (Alhena AI) Janet Vito & Emily Cash (Cyara). Each of the guests in this episode had unique points of view on the state of CX/CS/Customer Support & what the future of business will look like in today's world thanks to our favorite new little buddy, AI. **Episode #261 Highlight Reel:**1. CXC IRL Interviews from CCW Las Vegas 20252. Learnings from 250+ leading solution providers in customer contact3. Things that are top of mind for CX/CS/Support executives4. Improving your customer experience & building alongside AI for the future5. Examples of world-leading AI companies/solutions to keep your eyes onClick here to watch CXCP #261 On CXC YoutubeClick here to learn about Customer Contact WeekHuge thanks to everyone for joining us on this week's episode of The CXChronicles Podcast and featuring their work and efforts in pushing the customer & employee (agent) experience space into the future.If you enjoy The CXChronicles Podcast, stop by your favorite podcast player hit the follow button and leave us a review today.For our Apple & Spotify friends, make sure you are following CXC & please leave a 5 star review so we can find new listeners & members to expand our customer focused community.You know what would be even better?Go tell one of your friends or teammates about CXC's content,  strategic partners (Hubspot, Intercom, Zendesk, Freshworks, Forethought AI & Ascendr) + check-out the CXC Healthzone to learn more about our CX/CS/RevOps focused on-demand services.Are you looking to learn more about the world of Customer Sales & Marketing, Customer Experience, Customer Success, Employee Experience & Revenue Operations?Click here to grab a copy of my book "The Four CX Pillars To Grow Your Business Now" available on Amazon or the CXC website.For you non-readers, go check out the CXChronicles Youtube channel to see our customer & employee focused business content. Reach Out To CXC Today!Support the showContact CXChronicles Today Tweet us @cxchronicles Check out our Instagram @cxchronicles Click here to checkout the CXC website Email us at info@cxchronicles.com Remember To Make Happiness A Habit!!

In this episode of the Revenue Builders Podcast, hosts John McMahon and John Kaplan are joined by Bobby Morrison, Chief Revenue Officer of Shopify, to discuss the transformative power of AI in the sales domain. Bobby shares an in-depth look at Shopify's innovative approach to structuring their go-to-market strategy using pods, which integrate sales, customer success, and engineering teams for optimal client engagement and business growth. He delves into the role of AI in streamlining tasks, enhancing craft, and orchestrating workflows, while highlighting Shopify's AI-first philosophy and the democratization of AI tools across the company. Bobby also touches on the importance of industry-specific knowledge, the benefits of the Chaos Monkey practice to prevent organizational entropy, and the evolving expectations of modern buyers. This episode provides invaluable insights into leveraging AI to drive sales performance and organizational agility.ADDITIONAL RESOURCESLearn more about Bobby Morrison:https://www.linkedin.com/in/bobby-morrison-60663327/Watch Force Management's Panel Discussion on AI in Sales Leadership: https://hubs.ly/Q03rlW4Z0Read Force Management's Guide to Embedding AI In Your B2B Sales Organization: https://hubs.li/Q03ldrzD0Enjoying the podcast? Sign up to receive new episodes straight to your inbox: https://hubs.li/Q02R10xN0HERE ARE SOME KEY SECTIONS TO CHECK OUT[00:01:25] Understanding Shopify's Business Model[00:02:57] Shopify's Go-to-Market Strategy[00:04:55] Transition to Pod Structure[00:09:21] Industry Expertise and Pod Implementation[00:14:00] AI Integration at Shopify[00:17:17] Hiring and Training for AI Proficiency[00:21:38] Challenges and Future of AI in Sale[00:29:41] Enhancing Employee Performance Through Observation[00:30:21] Leveraging Call Recordings for Better Coaching[00:32:17] The Role of AI in Job Security[00:33:25] Importance of Deep Domain Expertise[00:35:30] Customer Expectations and Specialized Software[00:37:22] The Pod Structure and Compensation Models[00:41:31] Partner Ecosystem and Collaboration|[00:42:47] Managing AI and Intellectual Property[00:45:54] Chaos Monkey and Organizational Flexibility[00:51:50] Future of Sales Teams with AIHIGHLIGHT QUOTESOn AI: “AI is not gonna replace your job, but the people using AI will.”On Culture: “Toby [the CEO] advises that Shopify should intentionally destabilize enough to avoid ruts and maintain agility.”On Alignment: “We win best when we win with our partners.”On Future Vision: “I dream one day that our sales teams will wake up and just have great conversations with customers, free from low-value tasks.”

Send us a textIs robotic mowing the future of lawn care? Spoiler alert: It's already here. And it's changing everything. In this episode of the Lawn Care CEO Podcast, we sit down with Michael Mayberry, Director of Customer Success at Scythe Robotics, to talk about the real state of robotic mowing. For years, people have said, “It's five to ten years away.” But let's be honest—they've been saying that for five to ten years.So what's actually happening right now? Robotic mowers are already changing how landscaping companies operate. We dig into what that means for crew size, ROI, and the hiring challenges every owner's feeling. This tech isn't about replacing people—it's about using automation to make your team more effective. If you're serious about growing your landscaping business and want to stay ahead, this episode needs to be on your list. The CEOs who win tomorrow are the ones making smart calls today.  

What if the future of Customer Success looks a lot more like sales, and that's exactly what your career needs? Most CSMs are missing out on huge levers for impact, influence and growth because they're ignoring proven sales tactics that actually work.In this episode, Sean O'Leary and I rip the lid off conventional CS wisdom and expose the game-changing sales mindsets, sales tactics and habits you're not using… but should be. We unpack why your outreach gets ghosted, how to finally master your calendar chaos and the secret to gaining instant credibility with leadership (even if you feel stuck).Curious to know the one shift that could unlock your next promotion or even save your job? Press play now and steal these sales moves for yourself.

What if the secret to soaring higher is actually found in slowing down, especially as a tech entrepreneur? In today's episode, we explore this concept with a remarkable guest—a seasoned tech entrepreneur, acclaimed author, and advocate for women in technology, Emilia D'Anzica. She has successfully built and sold multiple companies, and today shares not only her expertise but also the mindset shifts that helped her scale and exit two companies while raising a family and growing as a leader. And find out why, when she's not working, you can find her in the dirt! Full article here: https://GoalsForYourLife.com/tech-entrepreneur Contact her at: Emilia@emiliaspeakscx.com or on LinkedIn Make sure you're getting all our podcast updates and articles! Get them here: https://goalsforyourlife.com/newsletter Resources with tools and guidance for mid-career individuals, professionals & those at the halftime of life seeking growth and fulfillment: http://HalftimeSuccess.com CHAPTERS: 00:00 - Introduction 01:33 - Amelia D'Anzika's Background 05:27 - Embracing AI Technology 10:12 - Customer Lifecycle Management Strategies 13:03 - AI and the Human Touch 16:13 - Starting and Exiting Companies 22:15 - Future Plans and Aspirations 27:24 - Unexpected Leadership Lessons 33:40 - Final Thoughts and Insights 34:37 - Parenting and Work-Life Balance 38:35 - Final Advice for Entrepreneurs 43:57 - Outro #techmentorship #digitalmarketing #aitoolsforcontentcreation #techsales #aitoolsforproductivity Quick recap: Deborah and Emilia discussed Emilia's background as a tech entrepreneur, her experiences in scaling and exiting companies, and her advocacy for women in technology. They also explored Emilia's journey in advisory work, her focus on personal growth and self-care, and the importance of active listening in leadership. The conversation concluded with a discussion on the importance of being present for children, the value of gratitude and small steps in achieving growth, and the need for a human touch in the tech industry. Deborah introduces Emilia D'Anzica, a seasoned tech entrepreneur, author, and advocate for women in technology. Emilia has successfully built and sold multiple companies while raising a family. The conversation focuses on Emilia's expertise, mindset shifts, and experiences in scaling and exiting companies. They discuss the importance of technology for women and overcoming fears related to AI and tech tools. Emilia's background includes speaking engagements, teaching women in tech, and successfully selling two companies with exit strategies.

This week, host Richard Graves is joined by Chris Polley, Vice President of Customer Success at Catapult, for a deep-dive into the world of elite sports performance monitoring. With over 55 sports scientists working across 16 countries, Chris shares what he and his team are seeing across top-tier teams in more than 40 sports worldwide. Listeners will learn: The global trends shaping the future of sports science, including data integration and AI Why the best teams often do the basics exceptionally well Common mistakes when adopting performance tech – and how to avoid them How Catapult's wearable and video technologies are being used to save time and unlock deeper insights What really makes a great sports scientist in today's high-performance environment Chris also shares practical advice for aspiring practitioners, highlighting the importance of communication, cultural fit, and the ability to simplify complex data to drive better decision-making. Whether you're working in pro sport or just entering the field, this episode is packed with wisdom from someone who's helped scale one of the most widely used performance platforms in the world. About Chris Polley Chris Polley is Catapult's Vice President of Customer Success, formerly Senior Director of Sport Science, based in Victoria, Australia. Over the past 11 years at Catapult, Chris has played a pivotal role in scaling the team from its start-up beginnings to a global fixture, now supporting over 4,400 teams across 128 countries. He leads a diverse squad of approximately 55 sports scientists across 16 nations, delivering post-sales support, global training, analytics best practice, and insights-driven performance strategies. With a strong academic grounding, including published research on activity profiling in elite lacrosse and rugby forwards, Chris brings both scientific rigour and real-world expertise to Catapult's wearable and video technology suite FREE 7d SCIENCE FOR SPORT ACADEMY TRIAL SIGN UP NOW: https://bit.ly/SFSepisode241 ​ Learn Quicker & More Effectively ​ Optimise Your Athletes' Recovery ​ Position Yourself As An Expert To Your Athletes And Naturally Improve Buy-In ​ Reduce Your Athletes' Injury Ratese ​ Save 100's Of Dollars A Year That Would Otherwise Be Spent On Books, Courses And More ​ Improve Your Athletes' Performance ​ Advance Forward In Your Career, Allowing You To Earn More Money And Work With Elite-Level Athletes ​ Save Yourself The Stress & Worry Of Constantly Trying To Stay Up-To-Date With Sports Science Research

Send us a textThe future of AI isn't just about technology—it's about relationships. Jake McKee, renowned as "the community guy," delivers a paradigm-shifting perspective on AI adoption that goes far beyond features and functionality. Rather than getting caught up in the technical capabilities, McKee advocates for designing the emotional connection between humans and AI systems. This customer success playbook episode reveals why the most successful AI implementations focus on relationship design, helping users feel comfortable whether they're interacting with a clearly identified robot or a humanistic assistant. McKee draws from his extensive experience at Lego and Fortune 500 companies to demonstrate how thoughtful AI experience design can transform user adoption and trust.Detailed AnalysisMcKee's revolutionary concept of "AI Experience Design" (AIX) represents a fundamental shift in how organizations should approach AI implementation. His core principle—"design the relationship, not the functionality"—challenges the prevailing rush to launch AI features without considering the human emotional experience. The discussion reveals critical insights about user psychology, particularly how people naturally anthropomorphize AI systems, using phrases like "please" and "thank you" even when they know they're communicating with machines.The conversation explores the delicate balance between AI enthusiasm and appropriateness, referencing recent challenges with overly enthusiastic AI responses. McKee emphasizes that successful AI relationships require the same nuanced understanding we apply to human interactions—matching energy levels, providing appropriate friction for creative processes, and recognizing when users need quick answers versus thoughtful collaboration.Perhaps most importantly, this customer success playbook demonstrates how AI transformation requires understanding context and purpose. A customer service agent dealing with frustrated callers needs rapid, efficient AI assistance, while a creative professional benefits from AI that provides "good friction"—intentional slowdowns that prompt deeper thinking rather than overwhelming users with instant responses. This strategic approach to AI experience design ensures technology serves human needs rather than creating additional complexity.Now you can interact with us directly by leaving a voice message at https://www.speakpipe.com/CustomerSuccessPlaybookKevin's offeringPlease 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 Conversation With is a travel podcast where we speak with travel industry movers and shakers that are transforming business travel.  Get insights into the company they represent and learn about  how they are capitalizing on the future of travel.In this episode we speak with Tye Radcliff, Chief Customer Success Officer at AccelyaTye Radcliffe is Accelya's Chief Customer Success Officer, dedicated to ensuring airlines have the tools and support they need to succeed in modern retailing. A recognized leader in airline distribution and retailing, he brings deep industry expertise from leadership roles at United Airlines, Orbitz.com, and Travelport. Tye has played a pivotal role in shaping industry standards as a founding member of IATA's NDC Taskforce. He chaired the steering group for several years and served as Chairman of the IATA Passenger Standards Conference from 2017 to 2021, driving innovation in passenger retailing. Tye is passionate about helping airlines navigate the complexities of retailing transformation and enhancing their commercial success. Your host: Ann CederhallYou can subscribe to this podcast by searching 'BusinessTravel360' on Google Podcast, Apple Podcast, iHeart, Pandora, Spotify, Alexa or your favorite podcast player.This podcast was created, edited and distributed by BusinessTravel360.  Be sure to sign up for regular updates at BusinessTravel360.com - Enjoy!Support the show

Want to know exactly what it takes to crack $150K+ in Customer Success this year? Spoiler: It's not a straight climb up the CSM ladder. Most high earners don't even have the "perfect" resume you'd expect.Inside this episode, I deconstruct the real, actionable strategies from ten clients who recently landed six-figure CS roles. You'll discover the resume keywords, career moves, and day-to-day behaviors that got them hired and the surprising patterns that break all the so-called “rules” of CS career growth.Curious how your experience stacks up? Wondering what one move could unlock your next salary bracket? Listen now! This playbook could literally change your trajectory, starting today.

Today on the show we have Jamie Davidson, the CEO and Co-Founder, and Kelley Turner, the SVP of Global Customer Success at Vitally.In this episode, Jamie and Kelley share their experience in helping over 600 companies scale customer success operations through Vitally's platform.We then discussed how AI is reshaping CS workflows—from reducing manual data entry to enriching conversations with actionable insights.And we wrapped up by discussing the evolving role of CSMs, the importance of human connection, and how AI is enabling CS teams to drive strategic business outcomes.Mentioned ResourcesLinkedIn (Jamie Davidson)LinkedIn (Kelley Turner)VitallyClayDuolingo's Memo of Shifting to AIChurn FM is sponsored by Vitally, the all-in-one Customer Success Platform.

Text us your questions and thoughts!How do you pivot from fashion to a leadership role in Customer Success with no SaaS experience?We kick off Season 5 with Melissa Garcia, Senior Director of Member Success at Chief.Melissa joins us to share her unconventional journey from a career in fashion merchandising to becoming a leader in Customer Success. She opens up about what it really takes to break into SaaS, how she built confidence in a completely new industry, and why leading with empathy is her greatest superpower.We explore how mentors shaped her path, the lessons she learned navigating change, and her bold takes on modern CS practices, from ditching outdated QBRs to delivering “value you can't Google.”You'll discover:How to pivot into Customer Success without a SaaS backgroundWhy “value you can't Google” is key to becoming indispensableWays to own your voice in customer conversations (even when facing imposter syndrome)Why traditional check-ins often fail (and what to do instead)The transformative power of small steps, and the growing impact of women in CS leadershipIf you're looking to break into CS, grow your leadership skills, or lead more human-centered conversations, this episode is a treasure trove packed with practical insights and heartfelt wisdom.

In this episode, we're joined by Karolina Wrońska-Boukhalfa, Director of Customer Success, Dixa, the Value Experience Customer Service Platform empowering companies to deliver effortless, personalized experiences that drive customer loyalty. Trusted by leading consumer brands of the world, Dixa supports over 30 million conversations annually. We talk to Karolina about how they go about segmenting customers, and specifically how to interact with each segment to drive real business value when you have a big pool of customers, and at times with very different characteristics. Here are some of the key questions we address: - How do you personally decide what dimensions to segment on — revenue, usage, potential, lifecycle stage? Can you walk us through a real segmentation model you've used that worked well? - Once you've segmented your customer base, how do you make that segmentation actionable across the team? Any tips for operationalizing it across CS, Sales, and Product? - Have you ever had to rework your segmentation model because it wasn't driving the outcomes you wanted? What triggered the change, and what did you learn?  - In lower-revenue or long-tail segments, how do you ensure customers still feel seen and supported without scaling your CS costs?   - For a CS leader who's never done structured segmentation before, or for the ones that need to revisit this exercise, what would be your first three steps to get started? Tune in to learn how Karolina and her team are making sure that every customer is getting the attention they deserve and need to not just stick around but also to expand their commitment to Dixa.

Today, Bob King of Sage Freight brings his over thirty years of experience in the transportation industry and the entrepreneurial mindset that keeps him thriving and growing! Bob emphasizes prioritizing revenue-generating activities, accepting personal liability impacts decision-making, and promoting long-term customer relationships. Tune in to unpack more from this episode!   About Bob King Robert King is a veteran logistics executive and entrepreneur with over 30 years of experience in transportation and supply chain leadership. He is the Founder and CEO of Sage Freight, launched in October 2021 in Brentwood, Tennessee. Under his leadership, Sage Freight has grown into a high-performing logistics company with international operations and a strong cultural foundation built on people, purpose, and process.  Before Sage, Robert served as President of One Point Logistics in early 2020, where he was recruited to lead a turnaround of a 250-person operation.  From 2005 to 2020, Robert was the Founder and President of Cavalry Logistics, which he built from the ground up without outside funding. In 2010, he sold Cavalry to Universal Logistics Holdings but continued to lead the company as President for nearly a decade post-acquisition.  Robert began his career at C.H. Robinson in August 1993, starting in the North Chicago office. He rose through the ranks to become Transportation Manager and, ultimately, General Manager of the Nashville office.  He later served as Director of Logistics at Western Express from 2004 to 2005, where he launched a brokerage team that achieved a multimillion-dollar run rate in its first year and helped establish a high-performing, cross-functional culture.  Robert holds a Bachelor of Arts in Global Security and Nuclear Warfare from the University of Wisconsin–Madison. Known for his strategic clarity, cultural leadership, and operational excellence, he continues to shape the future of freight through innovation, acquisition, and people-first growth.  

Hey CX Nation,In this week's episode of The CXChronicles Podcast #260, we welcomed Patrick McCullough, President of Hallmark Business Connections, based in Kansas City, MO. Just like you rely on Hallmark to strengthen your personal relationships, you can count on them to keep your business going and growing.We help businesses by turning customers into advocates, employees into champions and companies into more connected environments all through the power of an unexpected Hallmark card.Nothing better than a "tangible thank you" in a world where everything seems to be moving towards digital. In this episode, Patrick and Adrian chat through the Four CX Pillars: Team, Tools, Process & Feedback. Plus share some of the ideas that his team at Hallmark Business Connections think through on a daily basis to build world class customer experiences.**Episode #260 Highlight Reel:**1. Hallmark cards -- the game changer in a digital world 2. Leveraging traditional mediums to grow your business & CX efforts3. Why tangible gifts & notes are still extremely beneficial in business 4. Expanding your tool-kit for customer & employee shout-outs 5. What we can learn from Hallmark about remaining relevant over decadesClick here to learn more about Patrick McCulloughClick here to learn more about Hallmark Business ConnectionsHuge thanks to Patrick for coming on The CXChronicles Podcast and featuring his work and efforts in pushing the customer experience & customer success space into the future.If you enjoy The CXChronicles Podcast, stop by your favorite podcast player hit the follow button and leave us a review today.For our Spotify friends, make sure you are following CXC & please leave a 5 star review so we can find new listeners & members of our community.For our Apple friends, same deal -- follow CXCP and leave us a review letting folks know why you love our customer focused content.You know what would be even better?Go tell one of your friends or teammates about CXC's content,  our strategic partners (Hubspot, Intercom, & Zendesk) + they can learn more about our CX/CS/RevOps On-Demand services & please invite them to join the CX Nation!Are you looking to learn more about the world of Customer Experience, Customer Success & Revenue Operations?Click here to grab a copy of my book "The Four CX Pillars To Grow Your Business Now" available on Amazon or the CXC website.Reach Out To CXC Today!Support the showContact CXChronicles Today Tweet us @cxchronicles Check out our Instagram @cxchronicles Click here to checkout the CXC website Email us at info@cxchronicles.com Remember To Make Happiness A Habit!!

Send us a textAI Friday delivers cutting-edge insights as John Huber reveals how artificial intelligence is transforming customer success operations. The conversation explores practical AI applications that are already delivering results, from conversation intelligence tools like Chorus for team coaching and customer context gathering, to emerging platforms like Sturdy that analyze unstructured data across email, Slack, and support tickets to identify churn risks and expansion opportunities. John challenges the overhyped notion that AI will replace CSMs, emphasizing instead how it amplifies human capabilities and enables more strategic engagement. The discussion culminates with an intriguing experiment: using custom GPTs for renewal pricing strategy that combines deal structure recommendations with benefit articulation. This customer success playbook episode demonstrates how forward-thinking CS leaders are leveraging AI to scale their impact while maintaining the human connections that drive customer loyalty.Detailed AnalysisThe episode showcases a mature understanding of AI implementation in customer success, moving beyond theoretical possibilities to practical applications with measurable business impact. John's progression from early adoption of Chorus to exploration of comprehensive platforms like Sturdy illustrates the rapid evolution of AI tools specifically designed for CS operations.The discussion of unstructured data analysis represents a significant leap forward in customer intelligence capabilities. Traditional CS platforms focus primarily on structured data points, but John's experience with AI-powered analysis of emails, support tickets, and communication channels opens new possibilities for early risk detection and opportunity identification. This capability addresses a long-standing challenge in customer success: the inability to systematically analyze the vast amount of unstructured communication that contains critical insights about customer health and growth potential.John's perspective on AI replacing CSMs demonstrates thoughtful leadership in an era of technological disruption. His emphasis on AI as an enabler rather than a replacement aligns with successful digital transformation strategies across industries. The human element remains crucial for building trust, navigating complex customer relationships, and making nuanced decisions that require emotional intelligence.The custom GPT experiment for renewal pricing represents the frontier of AI applications in CS operations. This use case demonstrates how AI can be trained on specific business contexts to provide both analytical recommendations and strategic guidance, potentially transforming how CS teams approach contract negotiations and renewal conversations.For CS leaders, this episode provides a roadmap for AI adoption that balances innovation with practical implementation, emphasizing tools that enhance rather than replace human capabilities.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.

You're rewriting your resume, applying nonstop, doing everything right and still getting ghosted. Sound familiar? In this episode, I sit down with four job seekers who were stuck in the same burnout cycle… until one shift flipped everything.They went from overwhelmed and radio silence to inboxes full of interviews, and it wasn't because they worked harder. We break down the exact outreach, mindset, and resume tweaks that turned the tide (even after months of rejection). If you're ready to stop spinning and start getting noticed, this might be the episode that finally changes your job search.

SummaryIn this episode, Dan Sixsmith interviews Anurag Goel, the Global Head of Business Value and Realization at Red Hat and one of the highest profile experts in the value engineering world. They discuss the importance of shifting the conversation from product features to business outcomes, the challenges of scaling business value, and the role of AI in enhancing value propositions. Anurag shares insights on navigating buyer confidence, the significance of customer success, and the value of partnerships. He also reflects on his personal journey and leadership style, emphasizing the importance of relationships and team growth in achieving success.TakeawaysThe shift from feature selling to value selling is crucial for success.AI's ROI is a major concern for customers today.Value selling provides a framework for addressing buyer confidence.Customer success is integral to maintaining and growing accounts.Partnerships are essential for scaling business value.Anurag's journey includes significant roles at SAP, Adobe, and Salesforce.Building relationships is key to success in sales and leadership.Cultural synergy is important for team cohesion, especially in remote settings.Success is defined by team impact, shared vision, and individual growth.Chapters00:00 Introduction to Business Value at Red Hat02:26 Scaling Business Value and Overcoming Challenges06:38 The ROI of AI: Insights and Strategies11:00 Navigating Buyer Confidence in Complex Sales14:11 Customer Success as a Demand Generation Strategy18:32 Partnering for Success: The Role of Partners21:17 Anurag's Journey: From Aspirations to Leadership30:41 Leadership Style and Team Motivation35:34 Defining Success: Goals for 2025

Send us a textWednesday brings the burning question that divides CS and sales teams everywhere: who should own expansion revenue? John Huber tackles this contentious topic with nuanced insights drawn from his experience managing both dedicated CS-led expansion models and hybrid partnership approaches. Rather than offering a one-size-fits-all answer, John presents a thoughtful framework for determining the optimal structure based on deal complexity, sales cycle length, and organizational maturity. He shares specific examples of successful implementations, including a sophisticated model where CSMs handled straightforward upsells and renewals while account executives managed complex expansion opportunities. The discussion dives deep into compensation structures, forecasting methodologies, and the critical importance of clearly defining roles to avoid territorial conflicts. This customer success playbook episode provides practical guidance for leaders struggling to optimize their expansion strategy without sacrificing customer relationships.Detailed AnalysisThis episode addresses one of the most politically charged topics in revenue operations: expansion ownership. John's approach demonstrates sophisticated thinking about organizational design, moving beyond simple "CS versus Sales" debates to examine the underlying factors that should drive structural decisions.The hybrid model John describes represents an evolution in CS thinking, recognizing that different types of expansion opportunities require different skill sets and engagement approaches. His 70/30 compensation structure (70% quota-oriented, 30% experience-focused) within the variable component offers a practical framework for balancing commercial accountability with customer-centric behaviors.Particularly valuable is John's emphasis on forecasting churn and renewal business with the same rigor as new logo acquisition. His practice of conducting detailed risk assessments 4-5 months before fiscal year start demonstrates the proactive mindset required for successful renewal management. The recommendation to begin renewal conversations 12 months in advance challenges the reactive approach many organizations take to customer retention.The discussion also highlights the importance of cross-functional partnerships, especially between CS and finance teams, in developing accurate forecasting models. John's collaborative approach with his CFO shows how CS leaders can elevate their strategic influence by speaking the language of business operations.For revenue leaders, this episode provides a decision-making framework for expansion ownership that considers deal complexity, resource allocation, and organizational capabilities rather than defaulting to territorial thinking.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 the Customer Success Pro Podcast, host Anika Zubair and guest Parul Bhandari discuss the critical aspects of building effective customer retention programs. They explore the importance of understanding customer goals, the role of product market fit, and the necessity of tracking essential metrics from day one. Parul shares her journey from leading customer success teams to becoming a fractional consultant, emphasizing the growing trend of fractional roles in the current market. The conversation highlights the need for early-stage startups to prioritize retention strategies alongside acquisition efforts, ensuring a solid foundation for long-term success. In this conversation, Anika Zubair discusses the evolution of customer retention strategies as organizations grow. She emphasizes the importance of understanding customer health, structuring effective renewal processes, and adapting to changes in customer sentiment and stakeholder dynamics. Anika also highlights the need for continuous engagement with customers and the role of health scores in retention efforts. The discussion covers practical steps for building retention programs and the significance of viewing challenges as opportunities for growth.Get your FREE QBR Revenue Guide: https://thecustomersuccesspro.com/resourcesSignup to the VIP Waitlist for RevUP Academy: https://thecustomersuccesspro.com/revupChapters00:00 Introduction08:13 The Importance of Early Stage Customer Success12:09 Creating Retention Programs from Day One13:37 Understanding Customer Goals and Outcomes16:21 The Role of Product Market Fit in Retention20:12 Tracking Metrics for Early Stage Companies25:31 Essential Metrics for Customer Retention27:53 Identifying Customer Retention Challenges28:23 Evolving Retention Strategies for Growing Teams29:46 Understanding Customer Health and Renewal Programs31:14 Structuring Effective Renewal Processes32:42 Navigating Customer Sentiment and Product Changes34:57 Re-Onboarding and Stakeholder Realignment36:54 Leveraging Health Scores for Retention39:42 Transforming Challenges into Opportunities41:07 Surprises in Mature Retention Phases43:05 Engaging Customers for Long-Term Retention45:27 Keeping Retention Strategies Fresh49:12 Practical Steps for Building Retention ProgramsConnect with Anika Zubair: Website: https://thecustomersuccesspro.com/LinkedIn:  https://www.linkedin.com/in/anikazubair/CSM RevUP Academy: https://thecustomersuccesspro.com/revupConnect with Parul Bhandari:Linkedin: https://www.linkedin.com/in/parul-bhandari-1294488/Website: https://customerxsuccess.com/Parul is a Customer Success consultant based in Chicago. Following time working for large corporations, Parul launched her first Customer Success (CS) team from the ground up, and from then on has found a passion in leading CS teams. Parul draws from her collective background to design CS organizations which can be scaled successfully, to drive CS as a profit center and to drive value exchange and retention.Parul writes for Inc.com and has a collaborative CS booSend Anika a text :) Want to be our next guest? Apply here: https://www.thecustomersuccesspro.com/podcast-guest Podcast Editor: https://podcastmagician.com/

Welcome to Season 3 of 10/10 GTM: The Podcast for Revenue Leaders!Our guest for Episode 81 is Eric Agnew, CRO, Ignitium. Over the past seven years, Eric has played a pivotal role in the company's growth, serving in key leadership positions including CRO, VP of Customer Success, and VP of Account-Based Marketing. With 10+ years of experience in sales and marketing, Eric brings a wealth of insight to the conversation.In this episode, Ross and Eric discuss why your clients' success directly drives your own, how authenticity builds trust and long-term value in business relationships, and why the race to find and engage buyers first determines who wins in the market.

What happens when your strongest reps stop getting better? In this episode of Coach2Scale, Julie Fox, Global Director of Customer Success at Cin7, shares how she transformed "steady but stuck" team members into high-impact players. From busting the myth of one-size-fits-all sales training to implementing a radical feedback culture, Julie unpacks how coaching isn't just for underperformers. It's a strategic growth engine for the whole team. She explains how her approach to structured, personalized coaching drives not just rep development but cross-functional alignment and executive trust.Julie also dives into the frontline manager dilemma: they're overwhelmed, under-supported, and often promoted without the tools to coach effectively. She offers actionable frameworks for feedback that sticks, one-on-ones that matter, and why even your top performers still need direction. Whether you're a CRO trying to stabilize performance or a new manager navigating the leap from IC to leader, this episode delivers tactical guidance grounded in experience, not theory.Top Takeaways Generic sales training fails high-context teams. Off-the-shelf training doesn't stick when sales cycles are complex, technical, or regulated; coaching must be personalized to the rep's world.Radical candor beats performance reviews. Feedback should be frequent, specific, and kind, not saved for annual reviews or buried in vague praise.High performers plateau without stretch coaching. Even your best reps need friction to grow; without it, they stagnate and disengage quietly.Effective 1:1s start with knowing the rep as a person. Understanding motivations, feedback styles, and personal goals unlocks performance in ways dashboards never will.Coaching isn't a calendar event; it's a culture. Building feedback loops into day-to-day operations (like peer call reviews and structured office hours) creates sustained behavior change.Not all reps are ready for feedback in the same way. Great managers check in before delivering feedback to ensure the timing and delivery fit how each rep processes input.Manager consistency separates good teams from great ones. Sporadic coaching drives uneven results; systematized coaching practices help managers scale development across the team.First-line managers need coaching too. Most FLMs were promoted without being taught how to lead; equipping them is the fastest way to impact rep performance and retention.Team-first leaders earn executive trust. Julie's “Team Number One” mindset shows how customer success leaders can earn CRO alignment by focusing on business outcomes, not just function-specific wins.Customer centricity must be operationalized. Declaring CS as a priority isn't enough; Julie made it real by embedding it into cross-functional KPIs and role-specific accountability.

Welcome back to another episode of the All Things Considered CX Podcast!In this engaging conversation, Bob Azman reconnects with Annette Franz, Chief Experience Officer of CX Journey, Inc., and a true thought leader in the world of customer and employee experience. Annette shares insights from her impressive 33-year career—including her start at J.D. Power and Associates—and dives into the central themes of her latest book, "Employee Understanding."Together, Bob and Annette explore why so many organizations are stuck in the basics of experience management, often overlooking the vital connection between employee experience (EX) and customer experience (CX). Annette makes a compelling case for focusing on culture as the foundation of a thriving workplace, revealing the three pillar framework at the heart of her new book.They discuss why imposing rigid "rules" doesn't work, how workplaces can truly operationalize their values, and why governance—often seen as a negative—is actually a force for positive collaboration when done right.Plus, Annette addresses the often-overlooked shortcomings in recruiting and onboarding and offers practical advice for any leader aiming to create an employee-centric organization.If you're looking for actionable ideas to disrupt the status quo and drive lasting change in both customer and employee experience, you won't want to miss the lessons and stories Annette shares in this illuminating episode.

Welcome back to another episode of the All Things Considered CX Podcast!In this engaging conversation, Bob Azman reconnects with Annette Franz, Chief Experience Officer of CX Journey, Inc., and a true thought leader in the world of customer and employee experience. Annette shares insights from her impressive 33-year career—including her start at J.D. Power and Associates—and dives into the central themes of her latest book, "Employee Understanding."Together, Bob and Annette explore why so many organizations are stuck in the basics of experience management, often overlooking the vital connection between employee experience (EX) and customer experience (CX). Annette makes a compelling case for focusing on culture as the foundation of a thriving workplace, revealing the three pillar framework at the heart of her new book.They discuss why imposing rigid "rules" doesn't work, how workplaces can truly operationalize their values, and why governance—often seen as a negative—is actually a force for positive collaboration when done right.Plus, Annette addresses the often-overlooked shortcomings in recruiting and onboarding and offers practical advice for any leader aiming to create an employee-centric organization.If you're looking for actionable ideas to disrupt the status quo and drive lasting change in both customer and employee experience, you won't want to miss the lessons and stories Annette shares in this illuminating episode.

Hey CX Nation,In this week's episode of The CXChronicles Podcast #259, we welcomed Joe Anderson, Senior Director - Head of CX & Digital Transformation at TaskUs based in New Braunfels, TX.TaskUs is a different breed of BPO. They are a collective of highly capable humans, who understand how to deploy technology and data to best serve your purpose. From Digital CX to Trust & Safety, AI Services, Risk + Response, Consulting, and anything in between, we consider ourselves responsible for protecting our partners' interests and supporting their long term success through innovation and technology - powered by ridiculously smart people.In this episode, Joe and Adrian chat through the Four CX Pillars: Team, Tools, Process & Feedback. Plus share some of the ideas that his team at TaskUs think through on a daily basis to build world class customer experiences.**Episode #259 Highlight Reel:**1. Leading AI-safety initiatives at TaskUs  2. Developing and leveraging AI-powered analytics for customers 3. Partnering with Decagon and Regal focusing on augmentation 4. Constant monitoring & analysis of customer interactions to fuel sales5. Leveraging playbooks & how-to guides to create incredible EX Click here to learn more about Joe AndersonClick here to learn more about TaskUsHuge thanks to Joe for coming on The CXChronicles Podcast and featuring his work and efforts in pushing the customer experience & customer success space into the future.If you enjoy The CXChronicles Podcast, stop by your favorite podcast player hit the follow button and leave us a review today.For our Spotify friends, make sure you are following CXC & please leave a 5 star review so we can find new listeners & members of our community.For our Apple friends, same deal -- follow CXCP and leave us a review letting folks know why you love our customer focused content.You know what would be even better?Go tell one of your friends or teammates about CXC's content,  our strategic partners (Hubspot, Intercom, & Zendesk) + they can learn more about our CX/CS/RevOps On-Demand services & please invite them to join the CX Nation!Are you looking to learn more about the world of Customer Experience, Customer Success & Revenue Operations?Click here to grab a copy of my book "The Four CX Pillars To Grow Your Business Now" available on Amazon or the CXC website.Reach Out To CXC Today!Support the showContact CXChronicles Today Tweet us @cxchronicles Check out our Instagram @cxchronicles Click here to checkout the CXC website Email us at info@cxchronicles.com Remember To Make Happiness A Habit!!

Text us your questions and thoughts!Welcome to another Women in Customer Success limited edition episode, where we bring you an exclusive PowerUp Masterclass in partnership with our friends at Gainsight. In today's conversation, we tackle AI's biggest myths, explore practical use cases, and discuss how leading CS teams are already leveraging AI to mitigate risk, personalize at scale, and drive revenue growth.You'll hear lots of practical examples of the daily use of AI in customer success. Buckle up and tune in.FeaturingEduardo Amorim, VP of Customer Success, SendcloudKate Neal, Senior Director of Customer Success, GainsightMarija Skobe-Pilley, Founder of Women In CS

Text us your questions and thoughts!NEW! NEW! NEW!We're kicking off Season 5 of the Women in Customer Success Podcast!That means:- Elevating the voices of more remarkable women in CS- More inspiring conversations, unique career stories and actionable tips- And a brand new spin we're bringing to our show this seasonHear from WiCS Founder & Host, Marija Skobe-Pilley, and discover what's new. In case you're new here, welcome to the Women in Customer Success Podcast. Come join us, be part of our community of ambitious professionals, and join the conversation.And be sure to follow us and subscribe to our show, wherever you enjoy your podcasts.__________________________________________________About Women in Customer Success Podcast: Women in Customer Success Podcast is the first women-only podcast for Customer Success professionals, where remarkable ladies of Customer Success connect, inspire and champion each other. Follow:Women in Customer Success Website - womenincs.co/podcast LinkedIn - linkedin.com/company/womenincs Instagram: https://www.instagram.com/womenincs.co/ Host Marija Skobe-Pilley Website - https://www.marijaskobepilley.com/ LinkedIn - https://www.linkedin.com/in/mspilley/ Get a FREE '9 Habits of Successful CSMs' guide https://www.marijaskobepilley.com/9-habits-freebie NEW - Women in Customer Success Courses: Thriving as a First-Time People Leader - https://womenincs.co/thriving-as-a-first-time-people-leader The Revenue CSM - https://womenincs.co/the-revenue-csm

If you've been mass applying to jobs, tweaking your resume nonstop and still hearing crickets, this episode is your reality check. Those tactics just aren't cutting it in 2025. But here's the good news: I'm breaking down the three strategic pivots that are helping my clients land real interviews at companies they're actually excited about. Think smarter resumes, LinkedIn profiles that attract (not just show up) and outreach strategies that make you impossible to ignore.You'll hear how our client went from 400 applications and zero responses to booking two interviews in one week just by shifting his approach. I'm revealing what hiring managers are really looking for in your resume, how to craft a LinkedIn profile that builds instant trust and the outreach method that works better than messaging recruiters. If you're ready to stop guessing and start getting results, this episode gives you the playbook. Hit play!

You've been told to obsess over resume keywords, send out dozens of applications each week, and reach out to recruiters after every single job posted. But what if I told you those classic job search “secrets” are actually tanking your chances of getting hired in Customer Success?In this episode, I'm diving into the job search advice that's actively sabotaging your career growth and breaking down what's TRULY working in the CS job market right now (according to hundreds of recruiters and hiring managers I've interviewed).Here's the deal… the hiring landscape has completely changed, and so have the rules of landing interviews. I'm pulling back the curtain on why your applications are getting ghosted, even when you're more than qualified and revealing the new skills and strategies hiring teams care about most. From the outdated myths you need to drop ASAP, to the REAL behaviors hiring managers are watching for (hint, it's not just what's on your resume), I'll show you how to get ahead of the competition. If you're tired of wasting time on advice that doesn't work and want a proven shortcut to stand out, this one's for you. Press play and let's get you hired!

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