The Customer Engagement Lab

The Customer Engagement Lab

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The Customer Engagement Lab episodes

  • Saying Goodbye to Patrick Downs

    It’s the end of an era.

    Patrick Downs, after discovering Chick fil A serves breakfast. is leaving to advance his sales career (and make a little more money) elsewhere.

    But his legacy will live on. 

    In this episode, we say our ready goodbyes and share some of our favorite stories from that legacy, including:

    • The time Patrick played hardball from Bikini Bottom
  • Patrick’s SaaS-y insights on love and Kevins 
  • The lessons he’s taught us — from demos to strip-lining to the folly of blanket sales advice
  • Subscribe to The Customer Engagement Lab here and never wake up in a cold sweat worrying you missed an episode ever again.

    Listening on a desktop & can’t see the links? Just search for The Customer Engagement Lab in your favorite podcast player.

    23 min
  • Acquisitions, product launches, and pricing pages with Matt Price

    Pricing needs to equate to value,

    Throwing in something free that your customer doesn’t want?

    Yeah, it makes them think they’re overpaying. 

    So says today’s guest, Matt Price, who joins the show to talk acquisitions and pricing.

    • A very French welcome
  • Important considerations in acquisitions 
  • Poor pricing plans and how to fix them
  • Subscribe to The Customer Engagement Lab here and never wake up in a cold sweat worrying you missed an episode ever again.

    Listening on a desktop & can’t see the links? Just search for The Customer Engagement Lab in your favorite podcast player.

    1 hr
  • Scott Leese Cringes So Hard At These Cold Call Openers

    Many sales leaders landed their cushy role by being the best rep.

    So, it makes sense why they are often so resistant to sales frameworks…

    And why their sales success never scales.

    Overcoming this impediment is something today’s guest, Scott Leese , CEO & Founder at Scott Leese Consulting , realized was absolutely critical after releasing his own framework Addicted to the Process — along with the verbiage on a book’s subheadings.

    He joins Travis and Patrick to discuss:

    • His addiction-based sales framework
  • The least-bad YouTube openers
  • Stock tips for new employees trying to cash in on their organization’s success
  • Subscribe to The Customer Engagement Lab here and never wake up in a cold sweat worrying you missed an episode ever again.

    Listening on a desktop & can’t see the links? Just search for The Customer Engagement Lab in your favorite podcast player.

    35 min
  • Negotiate better by shutting your mouth and playing more golf w/ Luke Ruffing

    So a client comes to you and says they found a cheaper offer.

    Now what?

    Do you send them on their way with hopes for the best? Or is this the beginning of a deeper conversation around the customer’s needs, finding the missing value point, and introducing the bucket tip?

    When a customer approaches you with a cheaper option, it’s typically just the tip of the iceberg. If you want to keep the sale, you have to find the root of the cause.

    Stop solving ghost problems and start dealing with the corpse in the ground.

    Luke Ruffing, Co-Founder of SalesCast , joins to show to discuss: 

    • Ghost objections and how to dig deeper
  • Negotiating an insane commission structure
  • Roleplaying part-time sales & part-time golf 
  • Subscribe to The Customer Engagement Lab here and never wake up in a cold sweat worrying you missed an episode ever again.

    Listening on a desktop & can’t see the links? Just search for The Customer Engagement Lab in your favorite podcast player.

    29 min
  • Blue’s Clues marketing will make you wanna wag your tail and cry

    When was the last time you celebrated your wins?

    It’s easy to get so stuck on your new problems that you completely forget about how far you’ve come.

    And that can contribute to productivity dysmorphia — an unhappy junction where anxiety, impostor syndrome and burnout intersect.

    In this episode, your hosts, Travis Tyler , Digital Content Producer, and Patrick Downs , Team Lead and Outbound Account Executive, at PandaDoc , fly solo to discuss:

    • The lost art of stripping line
    • Nickelodeon’s brilliant nostalgia marketing
    • Productivity dysmorphia
    • Subscribe to The Customer Engagement Lab here and never wake up in a cold sweat worrying you missed an episode ever again.

      Listening on a desktop & can’t see the links? Just search for The Customer Engagement Lab in your favorite podcast player.

      23 min
    • Kaylee Edmondson will not route half-assed MQLs to her sales team anymore

      You know what everyone loves when reading a good book? Getting to the end of a chapter and being told that the author will get in touch about the next chapter.

      Yeah, you’re right. No one would buy that book.

      Your buyers’ journey is like a story — and if they request a demo, that’s exactly how most companies conclude that chapter.

      Your buyer would be much better served by a choose-your-own-adventure novel.

      That’s how today’s guest, Kaylee Edmundson , Director of Demand Generation at Chili Piper , is approaching product demos. She joins Travis & Patrick to discuss this and other sales insights.

      Also in this episode:

      • Travis makes a musical mea culpa
      • Patrick performs in a PandaDoc production
      • Kaylee explains why measuring marketing in MQLs might be a mistake
      • Subscribe to The Customer Engagement Lab here and never wake up in a cold sweat worrying you missed an episode ever again.

        Listening on a desktop & can’t see the links? Just search for The Customer Engagement Lab in your favorite podcast player.

        47 min
      • How to filter in Sales Navigator and build cadences w/ Kristina Finseth

        If you’re timely, you’ve got the right targets and you can cut through the noise to reach the right buyer… 

        Then your outbound can succeed without you ever even needing to mention your product, service or company.

        That’s some outbound-avocado wizardry today’s guest, Kristina Finseth, Director of Growth Marketing at Interseller, shares with Patrick and Travis in today’s episode.

        Along the way, the three:

        • Tackle a Tiktok talker
        • Pick apart a podcast product demo
        • Share some secrets on social selling
        • Subscribe to The Customer Engagement Lab here and never wake up in a cold sweat worrying you missed an episode ever again.

          Listening on a desktop & can’t see the links? Just search for The Customer Engagement Lab in your favorite podcast player.

          44 min
        • You sell like a clown with Becc Holland

          Why would you ever ask your prospect what their use case is?

          Does your doctor ask you to tell them what virus you have? Of course not.

          Be the doctor: Find your prospects problem — and solve it.

          If you don’t approach your prospects this way, it’s probably best not to tell today’s guest, Becca Holland , CEO and Founder of Flip the Script , because she’ll let you know: You’re doing it wrong.

          In this episode:

          • Becca receives a personalized message from the one and only Sailor Twift
          • Becca breaks down our outreach copy 
          • We discuss the keys to personalization at scale
          • Subscribe to The Customer Engagement Lab and never wake up in a cold sweat worrying you missed an episode ever again.

            47 min
          • Megan Bowen sells to tell the truth, the whole truth, and nothing but the truth

            Contrary to popular belief, the customer is not always right.

            But that doesn’t mean you don't stop treating them with empathy. 

            That’s something today’s guest, Megan Bowen, COO & CCO at Refine Labs , learned early in her career.

            In this episode, we discuss:

            • Why penicillin can’t cure a TBI
            • Why the customer is not always right
            • Why honesty really is the best policy
            • Subscribe to The Customer Engagement Lab and never wake up in a cold sweat worrying you missed an episode ever again.

              37 min
            • All hail the king of on-demand demo videos and chicken nuggets

              It’s common knowledge that a salesperson has to sell themselves, in addition to the product, as part of the process — people buy from people they know, like and trust, right?

              But an often overlooked side of marketing is a similar job requirement — the constant creative pitching that goes into the job.

              This week, we’re giving marketing some love.We don’t have a guest, just your loveable hosts, Travis Tyler , Digital Content Producer, and Patrick Downs , Team Lead and Outbound Account Executive, at PandaDoc .

              In this episode:

              • The trials and tribulations of creative pitching
              • Why copywriting is so important in selling
              • In the name of marketing, Patrick goes Hollywood and lands a commercial… in New York
              • The moment everyone has been waiting for — our hosts face off in an epic freestyle rap battle
              • Subscribe to The Customer Engagement Lab and never wake up in a cold sweat worrying you missed an episode ever again.

                23 min

              About The Customer Engagement Lab

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              Learn the most creative sales and marketing campaigns to attract and retain your customers with the PandaDoc podcast.