The Customer Engagement Lab

This month’s Lessons From the Lab will look at the popular meditation app, Headspace. We’ll dive into it all – first impressions, what they’re doing right and opportunities for improvement from the perspective of three marketing professionals.

In this episode, you'll learn how to turn strangers into lifelong customers through nifty customer experiments, lessons, and tactics that Nicholas Bellaro has accumulated while cutting hair for over a decade.

In this episode, Jacob Browne, Dean of Admission at Eckerd College, will share his tricks for crafting memorable in-person events that convert.

Travis, Jed, and Carmen are all about finding and unlocking the power of patterns. Travis dives into how PandaDoc uses customer data to improve customer engagement, Jed covers his prospecting pattern identification process, and Carmen explores the best co-marketing tag-team patterns.

Travis interviews his former CEO, William Volmuth. They recount Travis' last day when he quit his job and what that was like with a fun TikTok reenactment. Bill gives Travis tips and advice for businesses looking to improve their in-store traffic with hyper-local digital marketing. They dive into the importance and prioritization of Google My Business verification, SEO audits, and PPC.

Travis chats with Eckerd College Environmental Studies Professor Joanna Huxster about how she makes skeptics into believers. Talking about environmental protection and climate change is tricky, and tone is everything. Learn to fix your storytelling abilities, so you inspire hope (rather than fear). 

Travis interviews Veronica Swiatek, the CEO & Founder of Massage Studio. Veronica gives Travis details on how she opened her first hospitality business location during a recession. She discusses the strategies and tactics she used to keep cash flowing during tough times to come out on top. Veronica now has two brick-and-mortar locations that are thriving, along with 10 new stores at Tampa International Airport.

Travis interviews the CEO & Founder of DRINK KATY'S, a hand-crafted coffee + tea company. Their company motto is "Love is brewing," and Katy is a dynamite entrepreneur who shares the ins and outs of starting her business. She went from a $5k loan to 2 Million in sales in a year and a half. She's the queen of caffeine and teaches us how to overcome challenges faced by E-commerce SMBs.

Travis sits down to interview PandaDoc's CMO, Nate Gilmore. We talk about why this change happened and what it means for the future of PandaDoc's marketing efforts. Nate details his perspective on his mistakes, lessons learned, and what he believes the short and long-term marketing plans are for his team moving forward. Together they watch a clip of Dave Gerhardt talking about marketing guardrails and react to what they believe are PandaDoc's marketing guardrails.

Travis, Jed, and Carmen are giving tips and examples of how to research, sell, and advertise against the big competitors in your industry. Travis shares competitive intelligence best practices and PandaDoc's alternative SEO campaign. Jed covers his framework for how to respond to prospects that bring up competitors, and Carmen opens our eyes to real-world examples of when Davids beat the Goliaths with really clever and fun commercials.