Todd and Casey reflect on their favorite moments from the past season and discuss upcoming topics. They highlight conversations with Mark Stagi, Dave Darrington, Vicki Kennedy, the Jasons from the Jasons Take On podcast, and Josh Mollis. They discuss the importance of giving and receiving feedback, focusing on the right metrics, aligning teams within an organization, and competing on the customer experience. Listen for a challenge to stop saying no for their customers and to test new ideas based...
Aug 27, 2024•32 min•Ep 24•Transcript available on Metacast Todd and Casey discuss the importance of properly introducing a digital academy in the onboarding process for SaaS vendors. They share examples of poor onboarding experiences and highlight the need for a balanced approach between digital and human-led onboarding. Hear about the success of Fishbowl, a customer who reduced onboarding time, support call volume, and fully onboarded customers without human involvement by implementing a digital academy. Takeaways Properly introducing a digital academy...
Aug 20, 2024•31 min•Ep 23•Transcript available on Metacast Todd Kirk and Casey Trujillo are joined by Kevin Alster, the head of Synthesia Academy. They discuss the challenges of traditional lecture-based instruction and the need for more engaging and effective learning methods. It's time to rebrand L&D and shifting the focus to performance and outcomes. Takeaways Traditional lecture-based instruction is not effective in engaging learners and driving behavior change. There is a need to close the gap between information and application in learning...
Aug 13, 2024•50 min•Ep 22•Transcript available on Metacast Todd Kirk and Casey Trujillo discuss the importance of driving change and adoption in SaaS organizations. They identify six key moments of need where customers are highly motivated to take action: Onboarding When customers ask for help and support During the renewal process When customers request professional services During major events Upsell situations They emphasize the need for SaaS vendors to provide resources and enablement tools to empower customers to be successful on their own. The hos...
Aug 06, 2024•43 min•Ep 21•Transcript available on Metacast Happy Friday! Join Todd Kirk for a quick recap on Kristi Faltorusso's episode on that was published this past Tuesday. CSM's often have tons of different tasks on their plate. The key is to figure out what is most important and focus on taking the next right step forward. Resources Connect with Casey Connect with Todd Visit the sh...
Aug 02, 2024•3 min•Ep 20•Transcript available on Metacast Todd Kirk and Casey Trujillo are joined by Kristi Faltorusso, the Chief Customer Officer for ClientSuccess. They emphasize the need to focus on solving specific pain points for customers and tailoring the onboarding process accordingly. They also talk about the limitations of prescriptive playbooks and the importance of empowering customer success teams to make decisions based on individual customer needs. Kristi brings up the need for a partnership kickoff meeting to align on objectives and pri...
Jul 30, 2024•48 min•Ep 19•Transcript available on Metacast Todd Kirk and Casey Trujillo are joined by Josh Mullis, the head of information security at Productiv. They discuss the challenges and sticking points that SaaS companies and their customers face when it comes to security. Listen to hear thoughts on risk management, data protection, and the impact of COVID-19 on SaaS adoption. Takeaways Security is a sticking point for many SaaS organizations and their customers, and it is important to address concerns around risk and data protection. The COVID-...
Jul 23, 2024•44 min•Ep 18•Transcript available on Metacast Todd Kirk joins Jan Young, a trailblazer in the customer success world, to discuss the importance of customer success leaders understanding the language of business and connecting their work to revenue. She emphasizes the need for CS professionals to have business acumen and be able to speak the language of the executive team. Jan also highlights the importance of viewing the customer journey as a series of conversions and understanding the impact of each stage on revenue. She discusses the chal...
Jul 16, 2024•54 min•Ep 17•Transcript available on Metacast Hello! Welcome back for a short recap from Tuesday's episode with guest Donna Weber. Ask yourself: In my role as I communicate with customers, what does a Level 1 experience look like for my customer? What does a Level 10 experience look like? Did you know that less than 30% of SaaS vendors charge an implementation fee? If you want to give customers a Level 10 experience, is there a cost that should be passed down to the customer? Go back and listen to Donna Weber's podcast episode to fi...
Jul 12, 2024•4 min•Ep 16•Transcript available on Metacast Donna Weber, a leading expert in customer onboarding and success strategies, joins Todd Kirk and Casey Trujillo on SaaS Therapy. They discuss the importance of onboarding and the challenges organizations face in executing a successful onboarding experience. Donna emphasizes the need for a holistic approach to onboarding that involves cross-functional teams and aligns with the customer's journey. She also highlights the importance of ongoing onboarding and the need to continuously deliver val...
Jul 09, 2024•45 min•Ep 15•Transcript available on Metacast Todd Kirk and Casey Trujillo talk all about playbooks in customer success! They challenge the idea of blindly following a playbook and emphasize the importance of thinking critically and adapting to each customer's unique needs. They suggest that customer success managers should act as coaches rather than players, guiding and empowering customers to achieve success. Takeaways Customer success managers should act as coaches rather than players, guiding and empowering customers to achieve succ...
Jul 02, 2024•32 min•Ep 14•Transcript available on Metacast Say hello to Debra, one of the podcast managers who is usually behind-the-scenes. Stepping in for Todd who is out of town for today's check-in, Debra addresses all of the highlights from Tuesday's episode with the Jasons. Listen to hear clips & commentary from Tuesday's episode about playbooks, vanity metrics, and customer relationships in customer success. Takeaways CSMs should focus on making an impact with one customer before trying to scale their efforts. Understanding the pe...
Jun 28, 2024•18 min•Ep 13•Transcript available on Metacast Meet Jason & Jason, co-hosts of The Jasons Take On in today's podcast collaboration. Todd Kirk and Casey Trujillo join Jason Whitehead and Jason Noble, the co-hosts of The Jasons Take On podcast to discuss the evolution of customer success. Learn some of the challenges of scaling impact in customer success, the need for expertise and methodologies in customer success, and the shift towards a consultative function. Takeaways There is a need for expertise and methodologies in customer succ...
Jun 25, 2024•49 min•Ep 12•Transcript available on Metacast Listen to Casey Trujillo recap Tuesday's episode with Dave Derington. What kind of metrics should you be focusing on in customer education and customer success? Casey summarizes Dave's thoughts on vanity metrics and how customer education impacts the bottom line. Takeaways Find ways to move on from vanity metrics to business outcome metrics. Customer education deserves a seat at the table in leadership because of the way is touches so many parts of the business. Customer education is the...
Jun 21, 2024•2 min•Ep 11•Transcript available on Metacast Listen to Todd Kirk and Casey Trujillo's conversation with Dave Derington, a thought leader in customer education. They discuss the challenges and misconceptions in customer education, the importance of focusing on learning outcomes, and the principles of effective customer education. Dave shares insights on shifting from traditional teaching to customer education, the need to measure business impact, and the mindset required to succeed in customer education. Takeaways The focus in customer ...
Jun 18, 2024•50 min•Ep 10•Transcript available on Metacast Join Todd Kirk as he gives a short recap of Tuesday's episode with Debra Wilson, head of marketing at Brainstorm. Debra's conversation shares insights on how to handle customer dissatisfaction and breaches of trust. She also highlights the significance of building a positive relationship with customers before anything goes wrong. Learn how you can put her insights into action in your role! Takeaways Understand the customer's perspective and actively listen to their concerns. Focus on...
Jun 14, 2024•7 min•Ep 9•Transcript available on Metacast Debra Wilson, head of BrainStorm's marketing team, joins Todd Kirk and Casey Trujillo to discuss how to handle difficult conversations and recover from a breach of trust with customers. Learn about how to master these difficult relationship dynamics by better focusing on the customer, handling emotional feedback well, and working through challenging situations together. Debra shares strategies for determining the best course of action when remediation is needed, including assuming accountabi...
Jun 11, 2024•45 min•Ep 8•Transcript available on Metacast In this SaaS Therapy short, Casey discusses the power of AI and shares a case study of a manufacturing organization that wanted to make their employees aware of AI. Casey emphasizes the importance of setting proper expectations about AI and communicating its benefits to users. Takeaways: AI is only going to get better, so it's important to let customers know that the current use cases are just the beginning. Many employees have never utilized AI before and may feel scared or uncertain about ...
Jun 07, 2024•6 min•Ep 7•Transcript available on Metacast How will AI impact customer success? Hear from Casey, Todd and guest Guy Galon, a seasoned customer success executive and strategic advisor about the role of AI in CS automation, onboarding, and support. Join the discussion on the importance of finding the right balance between human and AI capabilities. They also discuss the potential of AI in generating content and improving customer engagement. The conversation concludes with the importance of being open-minded, curious, and setting realistic...
Jun 04, 2024•47 min•Ep 6•Transcript available on Metacast Todd and Casey are joined by Vicky Kennedy, an expert in customer education. They discuss the shift in market and the needs of companies when it comes to customer education. They also explore the challenges faced by both customers and SaaS vendors in providing effective education. Vicky emphasizes the importance of developing an education strategy before choosing a learning management system (LMS) and shares insights on building a modular curriculum. Learn how to measure success in customer educ...
May 28, 2024•46 min•Ep 5•Transcript available on Metacast Let's talk about the challenge of reaching the end users of a SaaS application and ensuring they are using it effectively. Casey Trujillo shares a personal experience of running a challenging race as a metaphor for the difficulty of reaching the last mile. The main takeaways include the importance of understanding end users' needs and goals, simplifying the adoption process, and leveraging data to drive adoption. Takeaways: Understand the needs and goals of end users to effectively reach...
May 24, 2024•6 min•Ep 4•Transcript available on Metacast Value ownership in a SaaS relationship is a shared responsibility between the customer and the SaaS vendor. Listen to Todd Kirk and Casey Trujillo while they discuss the challenges of customer churn and explore the concept of value ownership, including how it shifts throughout the customer journey. They identify three main challenges that SaaS vendors face in empowering customers to achieve their own business value: overwhelm, lack of proper tools, and lack of expertise. Takeaways Value ownershi...
May 21, 2024•31 min•Ep 3•Transcript available on Metacast Todd and Casey are joined by Mark, a customer success leader with over 20 years of experience. They discuss the importance of coaching in the workplace and how it translates to supporting customers and employees. Mark shares his approach to coaching, which includes game tape playback, team meetings, and peer-to-peer coaching. Takeaways: Leaders should focus on growing other leaders and nurturing individuals to achieve their goals Creating a culture of feedback and continuous learning is essentia...
May 15, 2024•45 min•Ep 2•Transcript available on Metacast Welcome to Season 2 of SaaS Therapy! Today, Todd Kirk interviews Heather Wendt, a community strategist at HigherLogic, about the importance of building a customer community. They discuss how a community can expand the reach of customer success teams, foster organic and transparent communication, and provide a space for customers to collaborate and share insights. Heather emphasizes the difference between an audience and a community, highlighting the value of building relationships and empowering...
May 07, 2024•43 min•Ep 1•Transcript available on Metacast Welcome to the last episode of Season 1! For today, Casey reviews the top five learnings from Season 1. The learnings include the importance of having meaningful conversations with customers, hiring the right people at the right time, addressing the last mile problem in customer engagement, understanding the impact of executive usage on renewal, and the difference between a coach and a champion in customer relationships. Join us for the start of Season 2 next week! Takeaways Always have meaningf...
May 03, 2024•11 min•Ep 24•Transcript available on Metacast Today, Todd and Casey delve into the current challenges in the SaaS industry, focusing on the concept of the 'last mile' and its relevance to customer success and education. They tackle issues like customer churn and software underutilization, emphasizing the importance of innovative solutions in SaaS companies. Takeaways: The last mile accounts for a significant portion of the overall cost of moving the product Many SaaS companies struggle to drive results for their customers, leading t...
Apr 30, 2024•34 min•Ep 23•Transcript available on Metacast Enjoy this special episode from last week's live podcast recording event hosted at Silicon Slopes! In this episode, Todd Kirk talks with our guest, Greg Daines, who shares his research and industry knowledge on the importance of shifting from a reactive to a proactive mindset in customer success. Greg emphasizes that customer results, rather than customer satisfaction, drive retention. Their conversation highlights the need to focus on the key activities that drive customer behavior change a...
Apr 24, 2024•36 min•Ep 22•Transcript available on Metacast Todd and Casey are joined by Kat Kennedy, a General Partner at Kickstart Fund to discuss growth, challenges, and opportunities in the SaaS industry. Kat reminds listeners of the importance of staying committed to a vision and surrounding yourself with the right people. Kat Kennedy discusses the different stages of a startup and the types of people needed at each stage. She emphasizes the importance of understanding and embracing the different phases of a startup's evolution. Takeaways The Sa...
Apr 23, 2024•49 min•Ep 21•Transcript available on Metacast Join Todd Kirk as he recaps Tuesday's episode on the importance of data in building and maintaining customer relationships. He explores the different perspectives on bad data and how it can be used to inform decision-making and drive growth. There is power in saying 'no' and value in negative feedback in both personal and professional development. Takeaways Be intentional about delivering and receiving bad news Create a collaborative environment with customers Empower customers to ac...
Apr 19, 2024•10 min•Ep 20•Transcript available on Metacast Have you heard the story of how negative feedback transformed Instagram from a gaming app to a photo-sharing platform? Todd and Casey discuss how bad data can sometimes be good. Negative feedback can be valuable in shaping successful products. They emphasize the need for honest feedback in building effective business relationships and the role of data in driving improvement. Takeaways Data, whether positive or negative, is valuable and can be used to drive action and improvement. Honest feedback...
Apr 16, 2024•31 min•Ep 19•Transcript available on Metacast 
