Podcasts about playbook podcast

It's the start of a frenzied week for Washington, as President Donald Trump embarks on his first overseas trip of his second term and congressional Republicans unveil sweeping new proposed cuts to spending and taxes (and, likely, Medicaid). Add in a few major geopolitical issues — the end of talks between U.S. and Chinese leaders in Geneva and the start of talks between Russia's Vladimir Putin and Ukraine's Volodymyr Zelenskyy in Istanbul — and you're beginning to get the shape of it. What do you need to know about it all? Playbook managing editor and author Jack Blanchard and chief Playbook correspondent and POLITICO White House bureau chief Dasha Burns make sense of the news that will drive the day on this, the pilot episode of “The Playbook Podcast.”

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.

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 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.

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.

Send us a textIn the final episode of this powerful three-part series, the Customer Success Playbook Podcast welcomes back Shep Hyken for a forward-looking discussion on AI's role in customer experience. From customer trust and chatbot misfires to the fear of messing up (FOMU), Shep breaks down the opportunities and pitfalls of artificial intelligence in service.Detailed Analysis: Kevin Metzger and Roman Trebon wrap up the Shep Hyken trilogy with a candid conversation on how AI is both transforming and challenging the customer service landscape. While 68% of customers still prefer phone support, Shep's latest research reveals a promising shift: 50% of consumers have successfully resolved issues with AI-driven support. But there's a catch—another 50% report being misled by AI.That duality sets the stage for Shep's deeper message: AI must offer convenience without creating confusion. The brands that win will be those who design seamless handoffs to humans when bots fall short, and those who tailor support channels based on customer demographics. Shep emphasizes that CX isn't about chasing tech trends—it's about knowing your customer and building trust at every touchpoint.He introduces a key fear hindering AI adoption: not FOMO (fear of missing out), but FOMU—fear of messing up. Many organizations hesitate to modernize due to sunk costs in legacy tech or risk aversion among leadership. But as Shep points out, the true risk is falling behind the expectations set by the best experiences customers have had—regardless of industry.As a bonus, Shep shares where to find his expansive research, including his 2025 State of Customer Service and CX report, freely available at https://hyken.com/research/.This episode is essential for any business leader looking to leverage AI wisely and responsibly in the age of customer experience.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 value-packed episode of the Customer Success Playbook podcast, Shep Hyken returns for Part 2 of our three-part series to address the billion-dollar question: How do companies balance price sensitivity with the growing demand for exceptional customer experiences? From mentalism to magic moments, Shep draws surprising parallels between sleight-of-hand and customer loyalty while unpacking game-changing insights from his CX research.Detailed Analysis: Kevin Metzger and Roman Trebon dive deep with customer service guru Shep Hyken, and this time it's all about one powerful word: convenience. Drawing from his acclaimed book The Convenience Revolution and the 2025 State of Customer Service and CX report, Shep lays out how brands can make price less relevant by making the customer experience more effortless. And no, that doesn't mean grand gestures—it means smart, consistent, and friction-free experiences.Key insight? A whopping 59% of consumers are willing to pay more for a better experience, but especially for one that's more convenient. Case in point: Shep shares a brilliant Wall Street Journal case study showing how simplifying subscription forms led to a measurable increase in conversions. The takeaway? Every unnecessary field is a friction point that erodes revenue.Shep also explores how the pandemic accelerated customer expectations for convenience—a trend that is here to stay. He uses real-life examples, including Amazon and even a local car dealership in St. Louis, to prove that making things easy builds loyalty that price alone can't buy.And if you thought this was all business, think again. Shep opens the episode with a personal twist—his love for guitar, magic, and Ayn Rand's The Fountainhead, weaving them seamlessly into his customer service philosophy.Don't miss this episode if you're in customer success, support, or CX leadership. For more context and deeper insights, explore Shep's full CX research at https://hyken.com/research/.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 textSummary: Dive into an engaging conversation with Gilad Shriki, Co-founder of Descope, as he shares transformative insights on leveraging FunnelStory to optimize customer journey visibility. Learn how understanding customer data can shape strategic decisions and drive impactful customer success initiatives. This episode offers a deep dive into how FunnelStory can bring clarity and actionable insights to complex customer behaviors.Detailed Analysis: In this episode of the Customer Success Playbook, Kevin Metzger hosts Gilad Shriki, Co-founder of Descope, who sheds light on the pivotal role FunnelStory played in transforming their approach to customer success. Descope, a customer identity and access management platform, faced challenges in understanding the varying paths customers took post-sign-up. Gilad candidly shares how implementing FunnelStory allowed Descope to visualize customer engagement, segment journeys, and prioritize action steps effectively.Gilad emphasizes the power of data visibility in managing diverse customer needs. By categorizing customers into profiles based on engagement levels, Descope could tailor actions and allocate resources more strategically. The episode highlights how FunnelStory's quick data integration and intuitive funnel views provide immediate clarity, enabling teams to proactively guide customers through their journey.For startups navigating rapid growth or mature companies seeking deeper customer insights, this episode underscores the importance of actionable data. It's a masterclass in how understanding customer behavior can elevate success strategies and drive meaningful engagement.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 podcast I am joined by a dream guestRohit Bhargava: Host of The Startup Playbook Podcast, The Founder of The Komo ClubWe chat about:Podcasting in 2025 and beyondThe Komo Club GenesisThe Startup Playbook PodcastPlaybook VenturesGuest Rohit's Handles⤵︎ The Komo Club Website here: https://www.thekomoclub.com/Email: rohit@startupplaybook.coHere's Rohit's LinkedIn:https://www.linkedin.com/in/rohbhargava/Heres The Startup Playbook Podcast link: https://open.spotify.com/show/0pIPF1J8KiK0VnCq5XIl03?si=6db67403426c4e0cHost Roohi Kazi's Handles ⤵︎ LinkedIn:   ⁠https://www.linkedin.com/in/roohi-kazi-53174113b/⁠Instagram:  ⁠https://www.instagram.com/roohik2/#⁠Twitter: ⁠https://x.com/roohi_kr⁠E-Mail: bizpodroohi2@gmail.comTO GET FEATURED ON “Business Podcast by Roohi” Email at: bizpodroohi2@gmail.com

Send us a textExecutive SummaryIn this reflective year-end episode, hosts Roman Trebon and Kevin Metzger look back on their successful second year of the CS Playbook Podcast while unveiling exciting changes for 2025. The discussion highlights their growth journey, reaching broader audiences, and their strategic pivot towards examining customer success through a comprehensive business lens.Detailed AnalysisThe episode reveals key strategic developments and business insights:Growth and EvolutionThe podcast has experienced consistent audience growth across platforms including LinkedIn and YouTubeSuccessfully conducted approximately 30 guest interviews throughout 2024Demonstrated market validation through increasing engagement and listener statisticsStrategic Direction for 2025The hosts announced significant format changes focused on:Exploring customer success as a business-wide mindset rather than just a departmental functionExamining interconnections between customer success and other business units (Finance, Procurement, Sales)Introducing shorter, more focused segments to enhance content accessibilityExpanding scope to include broader business perspectives while maintaining customer success focusBusiness ImpactThe podcast's evolution reflects broader industry trends in customer success:Recognition of customer success as an organization-wide responsibilityGrowing importance of cross-functional collaboration in delivering customer valueShift towards more integrated, business-centric approaches to customer successEmphasis on practical, actionable insights for business professionalsPlease 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.

This episode is powered by Scale with Grace: 5 Keys to Position Your Multi 6-Figure Business for Millions   In May 2024, I had the pleasure of being interviewed by David Meltzer on his Entrepreneur's Playbook Podcast.  I flew to LA to record live with David, and it was amazing – we met at the SoFi stadium and the conversation and the views were breathtaking.  David interviews high achieving entrepreneurs to learn the success clues that has been a catalyst in their success. While we are working diligently on season 6 for you, enjoy this powerful episode to learn my thoughts on creating a millionaire mindset. You've more than likely heard me say that millions are mental before they are material more than once and it's true.  The mindset leads the way for the money. Fresh off three days at God Girls Making Millions® this is the perfect episode for you to listen to.  It's short but mighty and packed with tons of gems to inform your own move to millions.  In today's episode of the #playbook , I sit down with Dr. Darnyelle Jervey Harmon, an inspiring leader on a mission to empower others to achieve financial abundance. We discuss the concept of wealth as a vibration and how shifting your mindset and energy can lead to significant financial breakthroughs. Dr. Darnyelle shares her personal journey from financial illiteracy to becoming a millionaire, emphasizing the importance of understanding the energy of money. We also explore the unique challenges and strengths of women, particularly women of color, in the entrepreneurial space and the necessity of funding and supporting these businesses.   Resources Mentioned: Move to Millions by Dr. Darnyelle Jervey Harmon – Get Your Copy Companion Guide for Move to Millions – Download for a detailed overview of the seven systems to seven figures. Join the Move to Millions Facebook Group for ongoing support and community engagement – Join Now Move to Millions 90-Day Business Growth Planner – Get Your Planner Learn more about God Girls Making Millions: God Girls Making Millions   Five Powerful Quotes: "When you invest in women, particularly women of color, you're not just making a social impact, you're making an economic decision that statistically leads to greater success." – David Meltzer "Resilience isn't just bouncing back; it's transforming setbacks into come-ups, a trait that's deeply woven into the fabric of Black women entrepreneurs." – Darnyelle Jervey Harmon "Face the 'no' and reinterpret it as 'next opportunity.' Your persistence is your power." – David Meltzer "Your dream is divinely placed and provisioned. All you need is to take that first step in faith." – Darnyelle Jervey Harmon "In the journey from struggle to success, humility and integrity are your guiding lights. Shine your light, it's a humble act that leads to greatness." – David Meltzer   Actionable Steps for Aspiring Million-Dollar CEOs Register for the Masterclass Elevate your business by joining our December 30th session. Sign up at www.darnyelle.com/swg Reflect on Your Mindset Cultivate a millionaire mindset by reflecting on your financial goals and strategies. Read "Move to Millions" Gain insights from Dr. Darnyelle Jervey Harmon's bestselling book. Purchase at movetomillionsbook.com. Ask for Help Reach out and seek support, viewing “no” as the next opportunity.   Social Media Links: http://www.instagram.com/darnyellejerveyharmon http://www.facebook.com/darnyellejerveyharmon http://www.twitter.com/darnyellejervey http://www.linkedin.com/in/darnyellejerveyharmon    Links Mentioned in the Episode: Movetomillions.com MovetoMillionsGroup.com HausofMillions.com Move to Millions Continuum Episode God Girls Making Millions   Subscribe to the Move to Millions Podcast: Listen on iTunes Listen on Google Play Listen on Stitcher Listen on iHeartRadio Listen on Pandora   Leave us a review Are you subscribed to my podcast? If you're not, I want to encourage you to do that today. I don't want you to miss an episode. I'm adding a bunch of bonus episodes to the mix and if you're not subscribed there's a good chance you'll miss out on those. Now if you're feeling extra loving, I would be really grateful if you left me a review over on iTunes, too. Those reviews help other people find my podcast and they're also fun for me to go in and read. Just click here to review, select “Ratings and Reviews” and “Write a Review” and let me know what your favorite part of the podcast is. Thank you!

On this Episode the boys delve into the topic of Blended families with special guest Cilla from the Step Mums Club. Don't forget to like, comment, and subscribe to stay updated on more episodes that tackle real issues and challenges in fatherhood! Full Audio Podcast available on all streaming platforms: https://linktr.ee/The_fathers_playbook Instagram: @TheFathersPlaybook Twitter: @TheFathersPB TikTok: @TheFathersPlaybook Queries/ Contact: Email: fathersplaybook@gmail.com

CW: abuse of power, mentions of death, colonialism and arsonThe party has a…conversation with the King and the King requests that they help him fulfill a task his late father had started. They then make their way through Miltont before some lazy guards stop their trek. This season of 5 GMs in a Trenchcoat deals with themes of loss, grief, death, abuse of power, colonialism and the consequences thereof, and has content warnings for gore, body horror, bugs, pus, implantation and flesh. Listener discretion is advised. This week, we're featuring The Monster's Playbook Podcast! This Monster of the Week actual play podcast is a story of magic. Of adventure. Of danger. But first, it's a story about people. The human weaknesses that get them into trouble, and the superhuman strengths they'll use to try to get themselves out.We're also spotlighting Tabletopped Podcast! A podcast made for and by TTRPG enthusiasts, these four friends talk about just about anything to do with the TTRPG-sphere. They do system reviews, interviews with creators, discussions about how to run your games and more.Support us at our Ko-Fi for extra content and follow us on our Instagram, Threads, Twitter, TikTok and BlueSky! You can also join our Discord to hang out with the 5 GMs and get fun sneak peeks at upcoming projects.Music/Sound Effects Include:“Creepy Catacombs” by ProdbyHappyHourMusic from Epidemic Sound and Tabletop AudioSound effects from Epidemic Sound and Pixabay

Send us a textSummaryIn this episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger engage in an insightful conversation with Meredith Mann, Director of Global Consulting Services at LinkedIn. The discussion revolves around the integration of AI in customer success, its potential benefits, challenges, and ethical considerations. Mann shares her experiences and strategies for leveraging AI to enhance customer engagement and drive better outcomes while maintaining the crucial human element in customer relationships.Detailed AnalysisAI Integration in Customer SuccessMann introduces a framework for customer success, emphasizing that it's a combination of customer experience and customer outcomes. She proposes that AI can enhance this equation by improving efficiency in three key areas:Productivity: Streamlining tasks to allow more time for meaningful customer interactions.Customer Experiences: Leveraging AI to analyze macro and micro trends, enabling more informed decision-making.Improved Outcomes: Balancing AI-driven insights with human touch to deliver better products and services.Practical Applications of AIThe discussion highlights several practical applications of AI in customer success:Automating administrative tasks like meeting summaries and CRM updatesCreating personalized learning paths for customersEnhancing data analysis for more informed customer interactionsEthical Considerations and Responsible AI UseMann emphasizes the importance of establishing clear, responsible AI principles within organizations. LinkedIn's approach includes:Aligning AI use with the company's missionPromoting fairness and inclusionUpholding trust through privacy and security measuresMaintaining transparency about AI usageEnsuring accountability and human oversightChallenges and PitfallsThe conversation acknowledges potential downsides of AI implementation, particularly the fear and anxiety it may generate among employees and customers regarding job security. Mann suggests that addressing these concerns through open communication and responsible implementation is crucial.Future OutlookThe podcast concludes with a perspective on the future of customer success in the age of AI. Mann quotes economist Niche Raman, suggesting that while jobs of the past were about muscles and current jobs are about brains, future jobs will be about heart. This underscores the continued importance of human-centric values in customer success, with AI serving as a tool to enhance, rather than replace, human interactions.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.

Jeanine O'Kane is president of Syneos Health Communications — a portfolio of agencies spanning advertising, public relations, patient advocacy, medical communications, managed markets and naming and branding. Formerly president of the US public relations group at Syneos Health Communications, Jeanine has been with the organization for more than a decade and has more than 20 years of industry experience. During her tenure at Syneos Health Communications, she has been instrumental in developing award-winning communications programs and has helped integrate communications and commercial expertise into clinical development, unlocking innovative solutions to deliver life-saving therapies to patients worldwide. Jeanine was named President in April 2023. Since assuming this role, she has been steadfast in her commitment to creating a culture of growth that is rooted in innovation. Read the company's profile here. Check us out at: mmm-online.com Follow us: YouTube: @MMM-onlineTikTok: @MMMnewsInstagram: @MMMnewsonlineTwitter/X: @MMMnewsLinkedIn: MM+M To read more of the most timely, balanced and original reporting in medical marketing, subscribe here.

Send us a textIn this episode, hosts Roman Trebon and Kevin Metzger interview Katie Clark, Implementation Manager at PocketHelp, about the critical process of securing internal stakeholder buy-in for major initiatives. Katie shares her expertise on understanding different stakeholder types, generating momentum, crafting compelling messages, overcoming resistance, and celebrating success.Detailed AnalysisKey Themes:Importance of Stakeholder Buy-In: Katie emphasizes that stakeholders are the ultimate decision-makers who control resources and project approval. Without their support, projects can stagnate, leading to delays and potential career limitations.Understanding Your Audience: Katie categorizes stakeholders into three groups: founders (emotional/personal stakes), investors (financial focus), and community (voice of the customer). Tailoring communication to each group's motivations is crucial for success.Identifying Stakeholders: Leveraging information from the sales process, analyzing job titles, and engaging in direct conversations are effective methods for understanding stakeholder roles and motivations.Communication Strategies: Over-communication and transparency are vital.Weekly project updates and milestone celebrations keep stakeholders engaged.Adapting communication styles to suit different stakeholders (e.g., data-driven vs. narrative-focused).The importance of face-to-face communication, even in remote settings.Overcoming Resistance: Directly asking stakeholders about their concerns.Rallying support from initial project champions.Creating a sense of urgency to drive action.Continuous Buy-In: Buy-in is not a one-time event but an ongoing process throughout the project lifecycle.Transparency in Setbacks: Being open about challenges builds trust and demonstrates adaptability.Role of AI in Communication: AI can be a supportive tool for improving communication skills but should not replace genuine, personal communication.Business Insights:Stakeholder Mapping: Develop a comprehensive stakeholder map at the project outset to identify key decision-makers and their motivations.Communication Planning: Create a tailored communication plan for each stakeholder group, considering their preferred style and information needs.Milestone-Driven Approach: Structure projects around clear milestones to facilitate regular celebrations of success and maintain momentum.Proactive Problem-Solving: Address potential issues early to prevent minor setbacks from becoming major roadblocks.Cross-Functional Collaboration: Leverage support from various departments to reinforce the importance of initiatives.Adaptive Leadership: Be prepared to adjust strategies based on stakeholder feedback and changing project dynamics.Skill Development: Invest in improving communication skills, including written communication for remote work environments.Technology IPlease 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 Text Message.In this insightful episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger engage in a dynamic conversation with Jarvis Harris, Global Head of Customer Success and Renewals at Xactly. The discussion revolves around creating an effective segmentation plan for first value delivery, emphasizing the importance of early value realization in the customer journey and its impact on long-term success.Detailed AnalysisThe Importance of First Value DeliveryJarvis Harris emphasizes the critical nature of delivering first value early in the customer journey. He explains that in the SaaS world, where customers don't incur as much technical debt, demonstrating value quickly is essential for ensuring renewals, maintaining high retention rates, and driving growth revenue retention (GRR) and net revenue retention (NRR).The 30-60-90 Day Segmentation PlanHarris introduces a strategic 30-60-90 day segmentation plan for onboarding, tailored to different product types and market segments. He stresses the importance of understanding the product type, market, and customer base when developing this plan. The approach varies for self-service products, niche market products, and enterprise solutions.The Three D's of Success: Driver, Dreamer, DoerA key concept introduced is the "Three D's of Success": Driver, Dreamer, and Doer. Harris explains how identifying these roles within a customer organization is crucial for effective onboarding and value delivery. Each role has different stakes and requires a tailored approach during the onboarding process.Preventing Scope CreepTo prevent scope creep during longer onboarding cycles, Harris advises maintaining clear communication, adhering to defined goals, and having the confidence to say "no" when necessary. He emphasizes the importance of the Customer Success Manager (CSM) acting as a trusted advisor and maintaining the original definition of success.Communication and Milestone SettingConstant communication and setting interim milestones are highlighted as crucial elements in maintaining customer confidence during extended onboarding processes. Harris stresses the importance of success plans as guiding documents and the need for CSMs to have visibility into the work of professional services or partner teams.Product-Driven Onboarding StrategiesFor product-driven onboarding, especially in lower-priced, self-service scenarios, Harris recommends leveraging in-app tools like WalkMe or Pendo, community-based tools like Higher Logic Vanilla, and customer success platforms tailored to the specific needs of the product and market.Understanding Your Market and ProductHarris emphasizes the critical importance of understanding your market, product, and ideal customer profile when implementing a segmentation strategy. This understanding should inform the entire customer success approach, from staffing models to technology choices.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 Text Message.In this episode of the Customer Success Playbook podcast, hosts Roman Trebon and Kevin Metzger delve into the often-overlooked realm of Partner Success within the SaaS industry. Joined by Pauline Van Backle, Partner Success Manager, and Karen Siddiqi, Senior Director of Partner Success at Five9, the discussion explores the strategic importance of Partner Success, the process of establishing this new function at Five9, and the impact it has on driving business value through education, enablement, and collaboration with partners.Listeners will gain insights into the inception and development of Five9's Partner Success program, the key challenges faced during its first year, and the critical role that listening and understanding partners' needs play in building a successful program. Pauline and Karen share practical examples of how Five9's Partner Success team supports and empowers its partners, offering actionable advice for organizations looking to implement similar initiatives.Whether you're a SaaS leader, customer success professional, or interested in strategic partnerships, this episode offers valuable lessons on fostering long-term partner relationships and achieving mutual growth.Detailed Analysis:The episode shines a spotlight on the newly established Partner Success division at Five9, with Karen and Pauline offering an in-depth view of their roles and the strategic goals they aim to achieve.Key points of discussion include the parallels between Customer Success and Partner Success, with a focus on driving retention and empowering partners to deliver exceptional value to their end customers. The dialogue underscores the importance of understanding partner needs, customizing approaches to fit different partners, and establishing a structured, yet flexible, framework for engagement.The latter part of the episode provides actionable insights for organizations considering the creation of a Partner Success team. Karen and Pauline advocate for a foundational approach centered around listening to both internal stakeholders and partners, identifying key pain points and opportunities, and building a responsive and adaptable strategy from the ground up.Key Insights:The critical importance of listening and understanding partner needs when establishing a Partner Success function.The value of creating tailored success plans and the role of continuous feedback in refining and scaling Partner Success initiatives.Practical advice on how to start small, focus on business objectives, and align activities to drive mutual success.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 Text Message.In this episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger welcome Irit Eizips, a world-renowned expert in customer success strategies and the mastermind behind Keep Your Customers. With accolades, including Top Customer Success Strategist of 2024 and induction into the CX Hall of Fame in 2023, Irit brings a wealth of experience and innovative thinking to the conversation.The episode dives deep into how small businesses and scale-up companies can effectively retain clients and grow revenues from their existing customer base. Irit introduces her unique system, the Customer Method, designed specifically for high-scale businesses. She walks the listeners through a comprehensive framework for assessing a company's current state, controlling churn risk, and systematically improving both customer outcomes and experiences.One of the highlights of the conversation is Irit's explanation of her business assessment model. She uses a quadrant approach to illustrate the relationship between customer experience and outcomes, providing listeners with a clear understanding of where their business stands and what steps they need to take for improvement. Irit emphasizes the importance of companies knowing their place in the business lifecycle and avoiding the common pitfall of trying to scale prematurely.The discussion also covers common mistakes CEOs make, including neglecting to reassess their business regularly and failing to set clear visions and standards for excellence. Irit stresses the critical role of CEOs in leading strategy and maintaining a high-level overview of their company's performance.Irit introduces her innovative 90-day churn challenge program, designed to help businesses reduce churn rates by 5% to 20%. She outlines the program's structure, which includes 12 steps to gain better awareness of business operations, prioritize accounts, and re-engage with inactive customers. The goal is not just to reduce churn but also to uncover upsell opportunities, potentially increasing upsell by 10% just by opening conversations with customers.The hosts and Irit also touch on the importance of regularly reassessing business strategies, understanding and adapting to changes in customer value propositions, and the need for businesses to move from a defensive to an offensive stance in customer retention and growth.Throughout the episode, Irit provides practical advice and actionable insights, making this a must-listen for business owners, CEOs, and customer success professionals looking to improve their strategies and grow their businesses. The conversation is both informative and engaging, with Irit's passion for the subject matter clearly evident.You can find Irit and the CSM Practice at CSMPractice.com. If you are interested in taking Irit's 90-day challenge, reducing your churn, having at least 100 customers and $3 million or more in revenue, then sign up for the challenge here and Mention the Customer Success Playbook for $500 off The Customer Method, if you are one of the first 10 to sign up. 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 Text Message.In this insightful episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger welcome Kevin Maufer, Principal Consultant and Fractional Leader at CX Services. With over 25 years of experience in customer-facing roles, Kevin shares his expertise on the critical importance of defining and aligning on an Ideal Customer Profile (ICP). This episode dives into the strategies for identifying and targeting the right customers to drive growth, enhance customer experiences, and ensure sustainable success. Tune in to discover practical tips and learn how a well-defined ICP can transform your customer success efforts.Detailed Analysis:Key Points and Themes:Introduction to ICP:Kevin Maufer defines the Ideal Customer Profile (ICP) as the foundation for targeting customers who will benefit most from a company's products and services.Emphasizes the importance of aligning ICP with business goals to drive growth and expansion.Key Factors in Developing ICP:Discusses criteria such as company size, annual revenue, number of employees, and industry focus.Highlights the significance of understanding customer goals, objectives, and cultural fit.Challenges of Not Having an ICP:Explores the pitfalls of misalignment between sales, marketing, and customer success teams.Describes the consequences of inconsistent customer experiences and the potential for increased churn.Collaborative Approach:Advocates for involving sales, marketing, customer success, and product teams in the ICP development process.Stresses the need for ongoing collaboration and alignment to ensure the ICP remains relevant and effective.Benefits of a Well-Defined ICP:Improved lead conversion rates and revenue growth.Enhanced customer experience through consistent and targeted support.The ability to build specialized expertise within the team, leading to better customer interactions and satisfaction.Practical Advice for CS Leaders:Offers guidance on making a compelling case for change within an organization.Suggests starting with marketing leaders to gain initial buy-in and expand collaboration to sales and product teams.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 Text Message.In the latest episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger interviewed Swati Garg, a renowned entrepreneur and thought leader in customer success (CS). The discussion delved into the evolving role of CS leaders, highlighting the shift from reactive to proactive strategies, the increasing importance of data and technology, and the essential qualities needed for effective leadership in this field. Garg shared her insights on how companies can navigate current market challenges and the critical role of AI in enhancing customer interactions and business efficiency.The Evolving Role of Customer SuccessSwati Garg emphasized that the role of customer success leaders has significantly evolved over the past few years. Previously, CS was primarily focused on customer satisfaction and retention. Today, it is increasingly recognized as a revenue driver. This shift necessitates a more proactive approach to customer engagement and the strategic use of data to enhance customer value. Garg noted that modern CS leaders must be adept at tying customer success metrics to revenue, thereby demonstrating the value of CS initiatives to internal stakeholders.Essential Qualities of CS LeadersGarg identified five critical qualities that companies look for in CS leaders:Revenue Focus: Leaders need to understand how to connect CS activities with revenue generation.Business Acumen: A deep understanding of the business, including product features and market needs, is essential.Industry Knowledge: Familiarity with customer personas and industry-specific challenges helps in tailoring customer interactions.Communication Skills: Effective internal and external communication is crucial for aligning team efforts and understanding customer feedback.Data-Driven Decision Making: The ability to leverage data and AI tools to inform strategy and improve customer outcomes.The Role of Technology and AISwati Garg discussed the critical role of technology, particularly AI, in customer success. She highlighted that while there are numerous CS platforms available, the key is to select tools that align with the company's specific needs. AI can enhance personalization, provide predictive analytics, and streamline operations. However, Garg cautioned that not all companies may need to adopt AI immediately; the focus should be on finding tools that truly add value to their operations.Current Market Trends and ChallengesThe discussion also covered current trends in the CS job market. Garg noted a high demand for CS leaders who can manage complex customer relationships and possess strong industry knowledge. Despite an abundance of candidates, companies are becoming more selective, seeking individuals with specific skill sets and cultural fit. She also mentioned the importance of hybrid work models in fostering team culture and enhancing collaboration.ConclusionSwati Garg's insights underscore the transformative changes in the customer success landscape. As companies increasingly view CS as a strategic function tied to revenue, the role of CS lPlease 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 Text Message.In this episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger welcome Alok Shukla, co-founder of FunnelStory, to discuss how AI and data analytics are revolutionizing customer success. FunnelStory is a platform that provides product funnel intelligence to optimize conversion, adoption, renewal rates, and revenue growth for software companies.Alok shares his journey from a two-decade career in cybersecurity to launching FunnelStory, driven by the challenge of processing diverse customer data to make informed decisions. The conversation delves into how FunnelStory leverages AI to enhance customer journeys, identifies and addresses bottlenecks, and provides key benefits and ROI for companies automating their customer lifecycle management.Listeners will gain insights into FunnelStory's AI-driven approach to improving customer segmentation and targeting, predicting customer behavior and outcomes, and the democratization of analytics through a revenue chatbot. Alok also highlights real-world examples of FunnelStory's success in optimizing customer journeys for clients, emphasizing the platform's ability to rapidly integrate and analyze data, providing immediate value.Tune in to learn how FunnelStory is setting new standards in the customer success industry, enabling teams to achieve faster onboarding, better adoption, and proactive retention strategies.Key Points:Introduction of Alok Shukla and FunnelStory.Alok's background in cybersecurity and the transition to customer success.How FunnelStory leverages AI to optimize customer journeys.The importance of rapid data integration and visibility.Predicting customer behavior and outcomes with AI.Real-world success stories of FunnelStory's impact.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.

Listen to Jack O'Brien of MM+M and Brandon Pletsch, president of scientific visualization at Real Chemistry, as they delve into the dynamic intersection of art, science and AI innovation in the field of scientific visualization. During the interview, they will discuss the role of scientific art in communicating complex scientific ideas to key stakeholders, how AI has been integrated into this process and what the future may hold for scientific artists.Check us out at: mmm-online.com   Follow us:  YouTube: @MMM-online TikTok: @MMMnews Instagram: @MMMnewsonline Twitter/X: @MMMnews LinkedIn: MM+M   To read more of the most timely, balanced and original reporting in medical marketing, subscribe here.

In this episode of the Customer Success Playbook podcast, we're excited to host Samuel Cummings, CEO of DataPlant, who is at the forefront of revolutionizing customer success through AI and data science. Samuel shares his fascinating journey from being a data scientist at Gainsight and LinkedIn to founding DataPlant, a company dedicated to tackling the challenge of scaling personalized customer engagement.Join us as Samuel delves into:The evolution of customer success from reactive support to proactive, data-driven strategies.How DataPlant synthesizes complex data to create hyper-personalized messaging.The critical importance of digital empathy in managing a growing number of customer accounts.Real-world examples of DataPlant's impact, including their work with Restaurant 365.Predictions for the future of customer success and the transformative role of AI.Samuel's deep expertise and innovative perspective offer valuable insights and practical strategies for anyone involved in customer success. Don't miss this engaging episode that explores how DataPlant is changing the game and what the future holds for customer success.HTTP://www.dataplant.comhttps://www.ai4diversity.org/podcast/episode/1a1b4367/ai4diversity-meets-aura-or-ai4diversity-podcast-32Please 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 Playbook podcast, we welcome Peter Ord, Founder and CEO of GuideCX, to discuss the future of customer onboarding and implementation. GuideCX is revolutionizing the way companies handle customer onboarding, making it smoother and more effective through its innovative platform.Peter shares his journey of building GuideCX, the challenges faced, and the critical role of technology in enhancing the customer experience. He delves into the significance of transparency, communication, and efficient processes in onboarding. This conversation is packed with actionable insights and practical tips that will help you elevate your customer success strategies, improve customer satisfaction, and boost loyalty.Whether you are a seasoned customer success professional or new to the field, this episode will provide you with valuable knowledge and inspiration. Don't miss out on Peter's expert advice on leveraging technology to streamline onboarding and enhance the overall customer experience.Tune in to gain insights that will transform your approach to customer success!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.

Executive Creative Director Jason Kirshenblatt and SVP Strategic Planner Seema Keswani discuss CultHealth and how Creative Intelligence has helped propel the agency forward.Check us out at: mmm-online.com   Follow us:  YouTube: @MMM-online TikTok: @MMMnews Instagram: @MMMnewsonline Twitter/X: @MMMnews LinkedIn: MM+M   To read more of the most timely, balanced and original reporting in medical marketing, subscribe here.

In this episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger welcome Nik Mijic, founder of Matik, to discuss innovative solutions for automating data-driven content creation. Matik's platform simplifies the generation of personalized metrics, text, tables, and charts for presentations, enabling customer success teams to focus more on strategic initiatives and less on manual data gathering.Nik shares his journey from LinkedIn to founding Matik, inspired by the need for tools that can scale data insights across sales and customer success teams. He explains how Matik integrates with various data sources such as Salesforce, Snowflake, and Tableau, and how it delivers significant ROI by saving time, improving productivity, and ensuring consistent, data-driven narratives.Listeners will learn about the implementation process of Matik, the various connectors it supports, and the AI-powered features that provide actionable insights from data. Nik also highlights the success of their recent Scale+ CS Summit and shares his vision for future events.Join us for this insightful conversation and discover how Matik is transforming the way customer success teams operate.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.

Please note: This podcast originally aired on June 7, 2022 as part of the 2022 Agency 100. Check us out at: mmm-online.com Follow us: YouTube: @MMM-onlineTikTok: @MMMnewsInstagram: @MMMnewsonlineTwitter/X: @MMMnewsLinkedIn: MM+M To read more of the most timely, balanced and original reporting in medical marketing, subscribe here.

Bill Alvstad and Keith Myers co-host the Seahawks Playbook Podcast and have becomes friends of mine, and the show. Today they join me to talk "blue chip" Seahawks players, which players are going to benefit most from the new schemes and coaching staff, as well as take YOUR questions and comments. Tune in! Check out the Seahawks Playbook Podcast YouTube Channel: https://www.youtube.com/@UCrqT5lY2HBi... Bill Alvstad on Twitter: @NWSeahawk Keith Myers on Twitter: @MyersNFL SUBSCRIBE on Spotify for ad-free audio episodes, for just 99 cents a month! https://podcasters.spotify.com/pod/sh... SUBSCRIBE to the YouTube Channel for video versions: https://www.youtube.com/channel/UCKP7... SUPPORT me and the channel - buy me a coffee, or a beer! https://www.buymeacoffee.com/dviens08w FOLLOW me on Twitter @SeahawksForever EMAIL dviens08@gmail.com --- Send in a voice message: https://podcasters.spotify.com/pod/show/seahawksforever-danviens/message

About the Guest:Say hello to David Meltzer. After becoming a millionaire nine months out of law school (not by being a lawyer, mind you), David was hired as CEO of his dream company. But in 2008, his multimillionaire status turned into bankruptcy. From this, he learned to attach his intentions not to outcomes but to the pursuit of his own potential. While some people may pursue the paths others set for them, David says he follows his own path by identifying who he really is inside—someone who was born to help others. Today, David runs Sports 1 Marketing, hosts The Playbook Podcast, and acts as a board member for several societies and organizations.What You Will Learn:· Strategies for overcoming any type of setback· Insights for determining the difference between who we are and what we have· Lessons in aligning our “mindset, heartset, and handset”· How to stop, drop, and roll in order to accelerate along the right trajectoryHear all about the ups and downs of David's leadership career when you join us for this insightful episode. David says that entrepreneurs often have one hand reaching up asking for help, but we cannot forget to lower the other hand to help those in the chair beside us. Listen in for all David's best advice as he reaches out his hand to you. Please rate and review this Episode!We'd love to hear from you! Leaving a review helps us ensure we deliver content that resonates with you. Your feedback can inspire others to join our Take Command: A Dale Carnegie Podcast community & benefit from the leadership insights we share.

Biolumina has been successful over the course of the last 10 years, while maintaining a small agency feel. What's the secret to this success? A strong foundation of culture, values, and ways of working to ensure the DNA of the agency is replicated consistently as they grow.Check us out at: mmm-online.com   Follow us:  YouTube: @MMM-online TikTok: @MMMnews Instagram: @MMMnewsonline Twitter/X: @MMMnews LinkedIn: MM+M   To read more of the most timely, balanced and original reporting in medical marketing, subscribe here.

Merge is Built Different to deliver true omnichannel experiences. We believe insightful storytelling and effective technology execution creates engaging HCP and patient journeys that make a difference. Check us out at: mmm-online.com   Follow us:  YouTube: @MMM-online TikTok: @MMMnews Instagram: @MMMnewsonline Twitter/X: @MMMnews LinkedIn: MM+M   To read more of the most timely, balanced and original reporting in medical marketing, subscribe here.

How The Bloc is using behavioral science to fuel more effective creativity and communication.Check us out at: mmm-online.com   Follow us:  YouTube: @MMM-online TikTok: @MMMnews Instagram: @MMMnewsonline Twitter/X: @MMMnews LinkedIn: MM+M   To read more of the most timely, balanced and original reporting in medical marketing, subscribe here.

Check us out at: mmm-online.com   Follow us:  YouTube: @MMM-online TikTok: @MMMnews Instagram: @MMMnewsonline Twitter/X: @MMMnews LinkedIn: MM+M   To read more of the most timely, balanced and original reporting in medical marketing, subscribe here.

How Lumanity is accelerating and optimizing access to medical advances through a time of rapid market transformation.Check us out at: mmm-online.com   Follow us:  YouTube: @MMM-online TikTok: @MMMnews Instagram: @MMMnewsonline Twitter/X: @MMMnews LinkedIn: MM+M   To read more of the most timely, balanced and original reporting in medical marketing, subscribe here.

This year, Deerfield Agency celebrates a decade of excellence as a trusted partner in brand-focused healthcare marketing. Join Deerfield's Frank Burrell and Joshua Benson for insights into the growth and evolution of their Agency of Brand. They'll talk about the trends they're following and technology they are leveraging as they look ahead to Deerfield's next decade.Check us out at: mmm-online.com   Follow us:  YouTube: @MMM-online TikTok: @MMMnews Instagram: @MMMnewsonline Twitter/X: @MMMnews LinkedIn: MM+M   To read more of the most timely, balanced and original reporting in medical marketing, subscribe here.

Focus on the things that will ‘make your boat go faster' and navigate the science to value pathway to ensure patient access and improved outcomes.Successful commercialization isn't just about regulatory approval — it is also about patient access, value and affordability. It is therefore critical that, from the beginning of the clinical phase of the commercialization process, the patient is involved in all aspects of the development of a new asset. Having a clear focus on the critical success factors and aligning across work streams to generate the appropriate evidence, specific to each stakeholder, to support the value proposition and clearly and effectively communicate that value are all critical to launch success. Marc Iskowitz sits down with Citrus Health Group CEO, Neil Matheson, to discuss evidence generation and communications to support the value proposition.    Check us out at: mmm-online.com Follow us: YouTube: @MMM-onlineTikTok: @MMMnewsInstagram: @MMMnewsonlineTwitter/X: @MMMnewsLinkedIn: MM+M To read more of the most timely, balanced and original reporting in medical marketing, subscribe here.

Check us out at: mmm-online.com   Follow us:  YouTube: @MMM-online TikTok: @MMMnews Instagram: @MMMnewsonline Twitter/X: @MMMnews LinkedIn: MM+M   To read more of the most timely, balanced and original reporting in medical marketing, subscribe here.

The perception that medical communications is simply blocking and tackling has limited the potential of the industry. In fact, med comms is much more than just meetings and dinners and with the emergence of new technologies, a more robust offering is also emerging. We at Boundless Medical Communications are helping write the next, exciting chapter in the space. Check us out at: mmm-online.com Follow us: YouTube: @MMM-onlineTikTok: @MMMnewsInstagram: @MMMnewsonlineTwitter/X: @MMMnewsLinkedIn: MM+M To read more of the most timely, balanced and original reporting in medical marketing, subscribe here.

In the latest episode of the Customer Success Playbook Podcast, Kevin Metzger recapped his recent trip to St. Louis for the Gainsight Conference. The episode covered his experiences from networking events to insightful sessions on AI and customer success strategies. Highlights included discussions on Gainsight's roadmap, innovative AI projects, and strategic planning for customer success initiatives. Kevin emphasized the importance of networking, shared key takeaways from various sessions, and is excited about upcoming guests for the podcast.Detailed Analysis and Business-Relevant InsightsNetworking and Community EngagementKevin's trip began with a networking happy hour hosted by James from Atlanta Customer Success and Growth Molecules. Such events are crucial for fostering connections within the customer success community, allowing professionals to share experiences and insights. The value of these interactions cannot be overstated as they often lead to collaborations and new business opportunities.AI and Customer Success: Gainsight's VisionThe conference's main focus was on AI's role in customer success. Gainsight CEO Nick opened the event with a session highlighting the company's AI initiatives. Kevin noted the emphasis on AI-driven tools designed to enhance customer interactions and streamline success strategies. The demo showcased both current capabilities and future developments, reflecting the rapid integration of AI in customer success.Vanessa Gotti from OpenAI also presented, providing insights into AI's potential in customer success. Her sessions underscored the transformative impact of AI, from personalized customer interactions to predictive analytics. For businesses, adopting AI tools can lead to more efficient processes, improved customer satisfaction, and ultimately, better retention rates.Project Prioritization and Implementation: LinkedIn's ApproachA particularly enlightening session was presented by LinkedIn representatives, who discussed their project prioritization framework. This included evaluating project proposals based on potential impact and feasibility. They introduced "Project Stitch," an AI-driven initiative aimed at providing personalized guidance at scale. This project involved extensive prompt engineering and testing to ensure accuracy and reliability in automated customer interactions.For businesses, the key takeaway is the importance of a structured approach to project management, especially when integrating new technologies like AI. Prioritizing projects that offer significant returns and aligning them with strategic goals can drive innovation while maintaining operational efficiency.Customer Success and Financial MetricsJay Nathan's session on understanding customer success from a P&L perspective was another highlight. He illustrated how changes in customer success strategies directly impact financial metrics such as gross margin and lifetime value (LTV). By linking customer success initiatives to tangible financial outcomes, businesses can better justify investments in this area and demonstrate their value to stakeholders.Upcoming Guests and Future EventsKevin's successful networking efforts at the conference have led to exciting upcoming guePlease 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.

Let's Talk About Military Transition w/Billy Pugh from The Post Military Playbook Podcast! This special crossover episode brings together Josh White, an active duty serviceman and 'Hero Front Podcast' host, and Billy Pugh, post-military podcast host, for profound dialogues about transitioning out of military service and leaning into their next chapters as fathers. They discuss mental health in the veteran community, touching on depression, ADHD, and handling trauma. Shedding light on Billy's journey after a brain injury that ended his military career, they reveal how he found a renewed sense of purpose through therapy and a re-evaluation of his life's path. The discussions underpin the importance of community and holistic decision-making in facilitating smooth transitions, and the significance of military skills in civilian life. The conversations also explore the art of deriving personal value beyond work and finding purpose outside military service, emphasizing personal growth and networking. Follow Billy Pugh on The Post Military Podcast! 0:00 Josh White - TPMP #51 04:37 How Did HeroFront Get Started? 10:52 What Was It Like Learning To Produce HeroFront? 14:12 The First Guest On The Post Military Podcast 18:02 What Inspired The Post Military Podcast 27:15 What Are Some Impactful Moments Josh Has Experienced With HeroFront? 33:05 How To Have Healthy Conversations 35:31 Becoming Comfortable In Your Own Skin 42:39 The Boys Talk Video Games 51:01 Why Billy Thinks Getting Out Of The Military Was Good 56:29 What Are You Grounding Your Identity In? 01:09:43 How Has HeroFront Prepared Josh For Transition? 01:12:00 Finding Value In Things That Are Outside Of Your Job 01:29:42 What Advice Would Billy Give Himself Before Transition

During a David Meltzer Mastermind session Founder and CEO of Living Sport Alicia Marinelli joined David at Blue Wire Studios located at Wynn Las Vegas to discuss their synergistic passion of living life through sport. David Meltzer is the Co-founder of Sports 1 Marketing and formerly served as CEO of the renowned Leigh Steinberg Sports & Entertainment agency, which was the inspiration for the movie Jerry Maguire. As part of his Playbook Podcast, Alicia sat down with David to discuss: How she built a company around her passion of sport.How experience drives confidence. How Jerry Maguire was actually a love story. And why shouldn't bet against Alicia's golf swing while wearing heals! Follow @iamlivingsport and @davidmeltzer on social!

Felicia Shakiba has a tremendous resume in the space and we got into such an interesting conversation. Don't miss this episode which hits on some great C-level thoughts on modern HR and where the craft is headed!CPO PLAYBOOK PodcastFounder & CEOFractional Chief People OfficerExperts Council at Hacking HRAdvisory Board MemberAbout the Show:The H.I.T. Podcast, Ep #1 (Powered by Montage Insurance Solutions): A thought leader in the space, curating the top news and information to deliver a brief, high impact overview designed specifically for the Human Resources professional, business person, and company executive.Find out more here: www.hitpodcast.comThank you to our Sponsors: Kingdom Legacy Benefits (KLB), Cigna and Equitable!

If you don't know where you're going to spend your next marketing dollar, then you don't fully understand your business. In this episode of The Frictionless Experience, we have the pleasure of hearing from Mark Friedman, an expert in digital and eCommerce strategy and host of The Marketing Playbook podcast. With an impressive background working with and consulting for renowned direct-to-consumer brands, including Eddie Bauer, Brooks Brothers, Steve Madden, Speedo, Calvin Klein and Hanover Direct., we dive deep into Marketing, one of the Five Friction Forces, and its impact on the customer experience.Mark takes us through his fascinating career journey, how he's revolutionized marketing and business strategies for the digital age and drives eCommerce demand.Join us as we discuss:Tracking marketing performance and attribution in today's multi-channel environment.Challenges and opportunities to handle peak traffic periods and optimize customer lifetime value.Implications of heavy promotions on customer perception and the friction that can arise in the return process.Key insights on directing website traffic, load testing, and the significance of post-order monetization and customer retention efforts

In this unique solo episode, Mike will be taking you through his complete recruiting playbook. Why this is important How to determine the role you need When to hire How to put your ad together Recruiting = marketing Getting a huge flow of applicants Saving time in the application process Mastering the interview AND MUCH MORE! If you enjoyed this episode, please let us know by rating the podcast or leave us a comment below! Download our podcast-exclusive toolkit of templates for your painting company: www.paintergrowth.com/podcast/  Learn how to grow your painting company NOW: go.paintergrowth.com?el=podcast  Free business breakthrough session with my team: go.paintergrowth.com/schedule?el=podcast  Free training series on Youtube: https://www.youtube.com/@paintergrowthblueprint Painter Growth Secrets Facebook group: https://www.facebook.com/groups/paintergrowth 

Join April G of The Playbook Podcast along with her guest Walt, as they discuss Alabama v Arkansas, Mikey Williams, WNBA Championship and much more! Make sure to follow on all steaming platforms @ThePinkPlaybookPodcast. --- Support this podcast: https://podcasters.spotify.com/pod/show/thegoodplairs/support

Drew is the host of the Paddler's Playbook Podcast and the owner/builder at Turner Rod Co. He loves to chase redfish in shallow water and is a wealth of knowledge on the rods that help us do just that. Find him at @redfishdrew on Instagram, Redfish Network on Facebook and Turner Rod Co. on Facebook. --- Support this podcast: https://podcasters.spotify.com/pod/show/emptystringers/support

Yesterday, Donald Trump announced that he expects to be indicted by special counsel Jack Smith's Jan. 6 grand jury, citing a new “target letter” he received from investigators. Joining Playbook co-author Rachael Bade to discuss the implications, including when such an indictment may come, is Kyle Cheney, POLITICO's senior legal affairs and Jan. 6 reporter.

Do you believe in life after love? Or After? But ultimately when it's never been? Love is the strongest human force in good and in evil. I'm a father, a dancer, a husband, a lost son and a found one. I'm a conspiracy theorist but most importantly im an addict! Tonight we break, dismantle and obliterate habits. This episode Dosent need your weak emotional response or mental monkey gym splits! It simply needs your truth….. We carry our storys on our shoulder and carry our pride up high but not our addictions. What's your weakness? Family, sound waves, things in thongs, your secret and illegal desires? Todays topic does not only put a cap on drug abuse but also bottlenecks on porn, modelos, best friends, moms cooking, shoe brands and even pep peeves on wiping your ass. Habits are worse than falling in love. Women and men; Todays topic takes you to REHAB!!! Please give a warm welcome to survivor, teacher, friend, spirit guide and true blood, Double A meeting instructor and podcast host! Michelle Curiel from The Sobriety Playbook Podcast! // The Sobriety Playbook Podcast: Michell Curiel https://poplme.co/hash/jU7Mp7bB/1/s // Follow The Sobriety Playbook Podcast on IG @TheSobrietyPlaybook https://instagram.com/thesobrietyplaybook?igshid=OGIzYTJhMTRmYQ== Drop a 5 star review on Apple podcast and visit us at ParanoiRadio.com ☂️

What's up Cartel? Finally getting back into the groove here. Sorry for the delay but life happens! My guest Michelle today is a spiritual conquerer of past addictions & now a healer & guide for other people who are in their awakening process. We got into so wild topics, so please enjoy the show! You can find all things Michelle here: https://poplme.co/hash/jU7Mp7bB/1/s?fbclid=PAAaZxPNtN6LFXge2YFgwaPABlOXOtq9trXlyhJ6uJlxWNM9xf-cgiucgOOBU Or find Michelle in Instagram here: @thesobrietyplaybook https://instagram.com/thesobrietyplaybook?igshid=MzRlODBiNWFlZA== Please like, share, subscribe and leave a review on #iTunes! Also you can feed Nigel the goat some extra shekels at my patreon if you would be so kind. He will love you for all eternity. Patreon here: patreon.com/redpillcartelpodcast Telegram here: t.me/redpillcartel Instagram here: @redpillcartelpodcast Always feel free to ask to get on the show! Email redpillcartelpod@gmail.com One stop shop for all links: https://linktr.ee/redpillcartelpodcast