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In this episode, hosts Roman Trebon and Kevin Metzger interview Katie Clark, Implementation Manager at PocketHealth, 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 Analysis

Key Themes:

1. 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.
2. 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.
3. 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.
4. 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.
5. Overcoming Resistance:
   • Directly asking stakeholders about their concerns.
   • Rallying support from initial project champions.
   • Creating a sense of urgency to drive action.
6. Continuous Buy-In: Buy-in is not a one-time event but an ongoing process throughout the project lifecycle.
7. Transparency in Setbacks: Being open about challenges builds trust and demonstrates adaptability.
8. Role of AI in Communication: AI can be a supportive tool for improving communication skills but should not replace genuine, personal communication.

Business Insights:

1. Stakeholder Mapping: Develop a comprehensive stakeholder map at the project outset to identify key decision-makers and their motivations.
2. Communication Planning: Create a tailored communication plan for each stakeholder group, considering their preferred style and information needs.
3. Milestone-Driven Approach: Structure projects around clear milestones to facilitate regular celebrations of success and maintain momentum.
4. Proactive Problem-Solving: Address potential issues early to prevent minor setbacks from becoming major roadblocks.
5. Cross-Functional Collaboration: Leverage support from various departments to reinforce the importance of initiatives.
6. Adaptive Leadership: Be prepared to adjust strategies based on stakeholder feedback and changing project dynamics.
7. Skill Development: Invest in improving communication skills, including written communication for remote work environments.
8. Technology

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AI Revolutionizing Customer Education: Insights from Kristine Kukich

In this enlightening episode of the Customer Success Playbook podcast, hosts Roman Trebon and Kevin Metzger dive deep into the transformative impact of AI on customer education with guest expert Kristine Kukich, principal owner of The Training Sherpa.

Kristine shares her extensive experience in implementing effective training programs and reveals how AI is making customer education more efficient, scalable, and personalized than ever before. The discussion covers five key areas where AI is making significant strides:

1. Personalization of learning experiences
2. Gamification for enhanced engagement
3. Streamlined content development
4. Improved assessment and certification processes
5. Advanced data analytics for actionable insights

Listeners will gain valuable insights into:

• How AI is democratizing data analysis and content creation
• The future of customer education, including the role of digital assistants and avatars
• Practical AI tools for enhancing customer education initiatives
• The balance between automated learning and premium, in-person training experiences

Whether you're a customer success professional, a training specialist, or a business leader interested in leveraging AI for educational purposes, this episode offers a wealth of knowledge and forward-thinking strategies.

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You can also find the CS Playbook Podcast:
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Twitter - @CS_Playbook

You can find Kevin at:
Metzgerbusiness.com - Kevin's person web site
Kevin Metzger on Linked In.

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Mastering the Customer Journey: Insights from Freshworks' Preethie Vimalan

In this insightful episode of the Customer Success Playbook Podcast, host Roman Trebon engages in a thought-provoking conversation with Preethi Vimalan, Manager of Onboarding at Freshworks. Preethi shares her expertise on the five key phases of the customer journey: onboarding, adoption, dependency, value realization, and growth. The discussion delves into strategies for enhancing customer success, the importance of cross-functional collaboration, and the potential impact of AI on customer journey management.

Detailed Analysis

Preethi Vimalan brings a wealth of experience in managing customer journeys, emphasizing the importance of understanding and nurturing each phase of the customer lifecycle. She provides valuable insights on:

1. The evolution of customer journey understanding, moving beyond the simplistic onboarding-to-success model.
2. Tailoring the approach for different customer segments, particularly the importance of high-touch engagement for enterprise clients.
3. Strategies for driving post-onboarding adoption, including close collaboration with customer success managers and involving customers in product development through beta programs and advisory boards.
4. The critical role of internal communication and alignment in delivering a seamless customer experience.
5. Key lessons learned in implementing a comprehensive customer journey approach, including building strong relationships with sales and customer success teams, ensuring proper team enablement, and establishing robust feedback loops.
6. The potential impact of AI in enhancing data utilization, streamlining administrative tasks, and providing next-best-action recommendations.

The conversation also touches on the challenges of maintaining high-value QBRs and the importance of continuous refinement of the customer journey approach. Preethi's insights offer valuable guidance for organizations looking to enhance their customer success strategies and drive long-term value for their clients.

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You can also find the CS Playbook Podcast:
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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 Analysis

The Importance of First Value Delivery

Jarvis 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 Plan

Harris 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, Doer

A 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 Creep

To 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 Setting

Constant 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 Strategies

For 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 Product

Harris 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.

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You can also find the CS Playbook Podcast:
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You can find Kevin at:
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Kevin Metzger on Linked In.

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In this special edition reviewing 50 episodes of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger take a moment to celebrate a significant milestone. The duo reflects on their journey from the podcast's inception in March 2023 to their 50th release in August 2024, sharing insights into the evolution of their process, the challenges they overcame, and the unexpected joys of connecting with the global customer success community. They discuss their most impactful episodes, memorable guests, and the personal and professional growth they've experienced along the way. The hosts also hint at exciting future plans, including a live podcast episode, the possibility of their first repeat guest, and the continuous integration of AI technologies into their production process.

Detailed Analysis:
This milestone episode is a testament to the dedication and passion that Roman and Kevin have poured into the Customer Success Playbook Podcast. The conversation highlights the evolution of their podcasting journey, from initial concerns about guest availability to the surprising willingness of industry leaders to share their expertise. The hosts attribute much of their success to the supportive customer success community, which has not only embraced their efforts but also enriched their understanding of the field.

Key discussions include the role of AI in streamlining podcast production, allowing the hosts to focus on content quality rather than technical minutiae. They also delve into the impact of specific episodes and guests, such as Dave Jackson and Donna Weber, whose insights have directly influenced their approach to customer success. The episode serves as both a celebration and a roadmap for the future, with Roman and Kevin expressing excitement about upcoming initiatives like live episodes and deeper community engagement.

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You can also find the CS Playbook Podcast:
YouTube - @CustomerSuccessPlaybookPodcast
Twitter - @CS_Playbook

You can find Kevin at:
Metzgerbusiness.com - Kevin's person web site
Kevin Metzger on Linked In.

You can find Roman at:
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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.

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You can also find the CS Playbook Podcast:
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Twitter - @CS_Playbook

You can find Kevin at:
Metzgerbusiness.com - Kevin's person web site
Kevin Metzger on Linked In.

You can find Roman at:
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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.

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You can also find the CS Playbook Podcast:
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Twitter - @CS_Playbook

You can find Kevin at:
Metzgerbusiness.com - Kevin's person web site
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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:

1. 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.
2. 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.
3. 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.
4. 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.
5. 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.
6. 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.

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You can also find the CS Playbook Podcast:
YouTube - @CustomerSuccessPlaybookPodcast
Twitter - @CS_Playbook

You can find Kevin at:
Metzgerbusiness.com - Kevin's person web site
Kevin Metzger on Linked In.

You can find Roman at:
Roman Trebon on Linked In.