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Seth Terbeek, VP of Customer Transformation at DrFirst joins Josh Schachter & Jon Johnson to emphasize the
Timestamps
0:00 - Preview, BS, & Meet Seth Terbeek
4:05 - Effectiveness of phone calls and texting in a business setting
7:06 - What is Customer Transformation?
11:40 - Creating a customer transformation department to increase renewal dollars
16:40 - Sharing customer information cross-functionally and centralizing information
20:44 - the need for focusing on managing accounts and addressing friction separately
26:46 - Finding the right customer experience balance
30:00 - Customer Transformation Goals 2024
32:36 - Change management and training for using Plan Hat effectively
34:10 - Plan Hat coffee and its Swedish origins
36:46 - Failing forward, creating safe spaces, and customer-centric thinking
41:30 - Recognizing areas for improvement, & customer journey map
47:06 - CS Meetup, London
48:08 - Sponsorship of Pulse event and Jess Cohen's upcoming workshop
50:30 - Closing
___________________________
👉 Check out the most loved episodes
👉 Past guests on The Unchurned Podcast include Nick Mehta (GainSight), Mike Molinet (Branch), Edward Chiu (Catalyst), Kristi Faltorusso (Client Success), and customer success leaders and CCOs from top companies like Cloudflare, Google, Totango, Zoura, Workday, Zendesk, Braze, BMC Software, Monday.com, and best-selling authors like Geoffrey Moore and Kelly Leonard.
5
8787 ratings
Seth Terbeek, VP of Customer Transformation at DrFirst joins Josh Schachter & Jon Johnson to emphasize the
Timestamps
0:00 - Preview, BS, & Meet Seth Terbeek
4:05 - Effectiveness of phone calls and texting in a business setting
7:06 - What is Customer Transformation?
11:40 - Creating a customer transformation department to increase renewal dollars
16:40 - Sharing customer information cross-functionally and centralizing information
20:44 - the need for focusing on managing accounts and addressing friction separately
26:46 - Finding the right customer experience balance
30:00 - Customer Transformation Goals 2024
32:36 - Change management and training for using Plan Hat effectively
34:10 - Plan Hat coffee and its Swedish origins
36:46 - Failing forward, creating safe spaces, and customer-centric thinking
41:30 - Recognizing areas for improvement, & customer journey map
47:06 - CS Meetup, London
48:08 - Sponsorship of Pulse event and Jess Cohen's upcoming workshop
50:30 - Closing
___________________________
👉 Check out the most loved episodes
👉 Past guests on The Unchurned Podcast include Nick Mehta (GainSight), Mike Molinet (Branch), Edward Chiu (Catalyst), Kristi Faltorusso (Client Success), and customer success leaders and CCOs from top companies like Cloudflare, Google, Totango, Zoura, Workday, Zendesk, Braze, BMC Software, Monday.com, and best-selling authors like Geoffrey Moore and Kelly Leonard.
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