SaaS Therapy

By BrainStorm

Get comfy. It's time for "SaaS Therapy," with industry veterans Todd Kirk and Casey Trujillo – the podcast for customer-facing teams in SaaS. Casey and Todd leverage their experience working between s... more

· Business

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FAQs about SaaS Therapy:

How many episodes does SaaS Therapy have?

The podcast currently has 115 episodes available.

SaaS Therapy episodes:

June 21, 2024Check-In: Should customer education have a seat at the table?
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 key to so many SaaS challenges.
Contents
00:00 Intro to Dave's episode

0:52 Impacting business outcomes

1:07 Getting a seat at the table

1:25 Customer education is the key
Resources
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with Casey⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with Todd⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Visit the show page⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Get to know BrainStorm⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Credits
Show direction: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Debra Wilson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Show design: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kensie Smith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Show manager: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Angela Allred
...more
3min
June 18, 2024Move on from vanity metrics with Dave Derington, Co-Founder @CELab
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 education should be on guiding customers to value, not just educating them on every feature.

Measuring class activity is a vanity metric; the focus should be on data tied to business outcomes.

Agile methodologies and designing experiences are essential in effective customer education.

Shifting from traditional teaching to customer education requires a change in mindset and approach.

Customer education professionals need to collaborate with executives and data teams to measure and demonstrate business impact. Customer education plays a crucial role in driving business outcomes and should be aligned with business goals and metrics.

Leadership needs to understand the fluid nature of education roles and the impact of customer education on business outcomes.

Engaging with the C-Lab podcast and community can provide valuable insights and connections for those involved in customer education.
Contents
00:00 Introduction

05:20 The Challenge of Measuring Impact in Customer Education

11:26 Shifting Mindset: Traditional Teaching vs. Customer Education

15:40 Principles of Effective Customer Education

26:12 The Importance of Business Alignment in Education
Resources
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with Casey⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with Todd⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Visit the show page⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Get to know BrainStorm⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Credits
Show direction: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Debra Wilson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Show design: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kensie Smith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Show manager: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Angela Allred
...more
50min
June 14, 2024Check-In: Developing empathy for customers
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 what can be done to make it right for the customer.

Build positive relationships with customers before anything goes wrong.

Develop empathy for customers by examining personal reactions to negative experiences.
Contents
00:00 Introduction

02:23 Making It Right for the Customer

03:45 Turning Negative Situations into Positive Ones

04:41 Building Positive Relationships with Customers

05:39 Developing Empathy for Customers

06:34 Conclusion
Resources
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with Casey⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with Todd⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Visit the show page⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Get to know BrainStorm⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Credits
Show direction: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Debra Wilson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Show design: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kensie Smith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Show manager: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Angela Allred
...more
7min
June 11, 2024Recovering from a customer breach of trust with Debra Wilson, VP of Marketing @BrainStorm
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 accountability, over-communicating, and involving the customer in the resolution process.
Takeaways:
Empathy and understanding the pain points of all parties involved is crucial in handling difficult conversations and recovering from a breach of trust.

Setting aside personal desires and focusing on the outcome for the customer is key to resolving complex situations.

Soft skills such as active listening, asking questions, and learning from each situation are important in stabilizing and resolving difficult conversations.

Categorize feedback into lashing feedback, limited feedback, and productive feedback.

Address each type of feedback appropriately, either by ignoring, explaining, or taking ownership.

When remediation is needed, assume accountability, over-communicate, and involve the customer in the resolution process.
Contents:
00:00 Introduction

02:53 Approaching Difficult Situations & Complex Customer Issues

08:26 Fictional Scenario: Handling a Breach of Trust

10:18 Setting Aside Personal Desires for the Customer's Outcome

14:00 Empowering Teams and Creating a Safe Environment for Problem-Solving

19:22 Handling Emotional Feedback

26:26 Entering the Room as a 10

32:57 Turning Around Customer Relationships

44:54 Study Your Own Response
Resources
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with Casey⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with Todd⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Visit the show page⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Get to know BrainStorm⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Credits
Show direction: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Debra Wilson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Show design: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kensie Smith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Show manager: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Angela Allred
...more
46min
June 07, 2024Check-In: Overcoming the fear of AI in the workplace
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 it, so it's crucial to educate and make them feel comfortable.

Setting proper expectations about AI and communicating its benefits can increase user confidence and curiosity.

71% of employees believed that AI would help them at work, highlighting the value of AI in improving productivity.
Contents:
00:00 Introduction

00:50 Case Study: Manufacturing Organization & AI

03:44 Increasing User Confidence in AI

04:14 Setting Expectations and Communicating Benefits

05:12 Conclusion
Resources
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with Casey⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with Todd⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Visit the show page⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Get to know BrainStorm⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Credits
Show direction: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Debra Wilson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Show design: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kensie Smith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Show manager: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Angela Allred
...more
6min
June 04, 2024Using AI to enhance customer relationships with Guy Galon, VP of CS @Obrela
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 expectations when it comes to AI.
Takeaways:
AI has the potential to greatly impact customer success by automating processes, improving onboarding, and enhancing support.

Finding the right balance between human and AI capabilities is crucial to ensure effective customer engagement.

AI can assist in generating content and providing recommendations, but human judgment and personalization are still essential.

Curiosity, adaptability, and a willingness to step out of the comfort zone are important qualities for professionals in the age of AI.

Customer success managers should be critical and judgmental of AI recommendations to define their limits and ensure they enhance their own capabilities.

AI has the potential to enhance customer relationships by providing insights and helping manage relationships more effectively.

Risks associated with AI include biased data and potential impacts on intellectual property.
Contents:
00:00 Introduction

04:17 The Current State of AI

07:08 Managing AI Expectations in CS

12:32 AI's Impact on Customer Success

20:11 The Role of Humans in the Age of AI

26:07 Balancing AI and Human Touch

30:18 Enhancing Customer Relationships with AI

36:52 Understanding the Risks of AI
Resources
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with Casey⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with Todd⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Visit the show page⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Get to know BrainStorm⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Credits
Show direction: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Debra Wilson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Show design: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kensie Smith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Show manager: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Angela Allred
...more
47min
May 28, 2024Building confidence in customer education with Vicky Kennedy, CEO @Echtus
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 education and the role of confidence-building in education programs.
Takeaways:
The needs of companies for customer education have shifted due to rapid innovation and the lack of industry-specific education in traditional programs.

Companies need to take ownership of educating their user base and provide accessible and digestible education that is tailored to the customer's experience.

When partnering with SaaS vendors, it is important to align on education strategies and find ways to avoid duplicative content.

Before choosing an LMS, organizations should define their education strategy, program content, and target audience to ensure effective delivery.

Measure the success of customer education programs by aligning them with business goals.

Build confidence in customer education by focusing on outcomes and results.

Align education programs with business strategy and develop business acumen in L&D professionals.
Contents
00:00 Introduction

09:00 Challenges in Customer Education

11:10 Balancing Customer Education and SaaS Vendor Policies

13:33 Importance of Education Strategy Before Choosing an LMS

23:33 Measuring Success in Customer Education

24:24 Building Confidence in Customer Education

28:42 Common Misconceptions in L&D

31:38 The Importance of Strategy in Education Programs

38:13 Aligning Teams for Education Strategy

44:37 Analyzing the Impact of Education Programs
Resources
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with Casey⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with Todd⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Visit the show page⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Get to know BrainStorm⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Credits
Show direction: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Debra Wilson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Show design: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kensie Smith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Show manager: ⁠⁠⁠⁠⁠⁠⁠⁠⁠Angela Allred
...more
46min
May 24, 2024Meeting end users where they are
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 them

Simplify the adoption process by providing targeted resources

Engage users during customer education to gather valuable data and insights

Leverage data to drive adoption and identify areas for improvement
Contents:
00:00 The Challenge of Reaching the Last Mile

02:02 Meeting End Users Where They Are

03:18 Engaging Users During Customer Education

04:34 Driving Adoption Through Data-Driven Insights
Resources
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with Casey⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with Todd⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Visit the show page⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Get to know BrainStorm⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Credits
Show direction: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Debra Wilson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Show design: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kensie Smith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Show manager: ⁠⁠⁠⁠⁠⁠⁠⁠Angela Allred
...more
6min
May 21, 2024Who owns the value in a SaaS relationship?
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 ownership in a SaaS relationship is a shared responsibility between the customer and the SaaS vendor.

Customers often face challenges in realizing the value of their software, including overwhelm, lack of proper tools, and lack of expertise.

CSMs should focus on equipping customers with the right resources and knowledge to drive adoption and success.

Customers need support in change management, developing business acumen, marketing the software internally, and training their teams.

CSMs should strive to make the customer's life easier and empower them to achieve their goals.
Contents
00:00 Introduction

1:47 Who Owns the Value?

06:29 The Problem of Solving the Customer's Problem

14:54 Challenges in Empowering Customers

26:51 Equipping Customers for Success

30:13 Conclusion and Homework Assignment
Resources
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with Casey⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with Todd⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Visit the show page⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Get to know BrainStorm⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Credits
Show direction: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Debra Wilson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Show design: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kensie Smith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Show manager: ⁠⁠⁠⁠⁠⁠⁠Angela Allred
...more
31min
May 15, 2024The value of coaching in the workplace with Mark Stagi, VP of CS @Avoma
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 essential for success

Coaching can take various forms, including game tape playback, team meetings, and peer-to-peer coaching

Hiring individuals with a growth mindset and a hunger for learning is crucial

Start small with giving feedback and create a culture of learning and coaching within your organization Create a safe and transparent environment for feedback

Balance focusing on strengths and areas for improvement

Hire people with a growth mindset and a hunger for learning

Utilize strategies like game tape playback, team meetings, and one-on-one feedback sessions

Align coaching efforts with business goals and drive better outcomes for customers
Content:
00:00 Introduction

06:21 The Importance of Coaching in the Workplace

11:45 Different Forms of Coaching

23:39 Aligning Skills with Roles & Responsibilities

32:53 Managing the Chaos & Craziness

38:25 Demonstrating the Value of Coaching to Leadership

45:03 Conclusion
Resources
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with Casey⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Connect with Todd⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Visit the show page⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Get to know BrainStorm⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Credits
Show direction: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Debra Wilson⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Show design: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Kensie Smith⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠
Show manager: ⁠⁠⁠⁠⁠⁠Angela Allred
...more
46min

FAQs about SaaS Therapy:

How many episodes does SaaS Therapy have?

The podcast currently has 115 episodes available.

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