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Explorez tous les épisodes du podcast The Digital CX Podcast: Driving digital customer success and outcomes in the age of A.I.

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My Framework for AI Powered Churn Analysis | Episode 11114 Oct 202600:29:09

This week, we're diving deep into a topic near and dear to my heart (and probably yours): churn. But we're not just scratching the surface; we're exploring how digital CX, armed with the power of AI, can transform how we understand and combat customer attrition.

You know the drill: dropdown menus with single-select reasons for churn, often filled out with bias or incomplete information. I argue that churn is rarely a single event, much like an aircraft accident, it's a confluence of factors. I'm sharing my detailed, four-step process for leveraging AI (specifically Claude in my case) to meticulously analyze churn events. We'll talk about validating narratives, filling in critical gaps, identifying pervasive patterns, and even using that analysis for regression testing across your entire customer base. This isn't just about understanding *why* customers leave; it's about proactively retaining the ones you have.

If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Beyond Scheduled Tasks: Automate Your Operations with Claude Managed Agents | Episode 110 | Episode 11017 Sep 202600:29:37

Hey, digital CX trailblazers! Ever wondered how to move beyond basic AI tasks and build a true AI "team" for your business? In Episode 110 of the DCX Podcast, I dive headfirst into the world of building managed agents in Claude. This isn't your average chatbot; we're talking about sophisticated AI entities that can automate complex workflows, coordinate with each other, and even learn from their past actions.

I share my journey of using Claude to audit my own business and identify 36 potential agents – from content scouts to student support – and discuss how these AI team members can transform efficiency. We'll break down the core components of managed agents (agents, environments, credentials vaults, memory stores, and sessions) and explore how you can use them to streamline everything from podcast production to customer success management. Imagine AI agents monitoring for churn, identifying upsell opportunities, or even triaging guest pitches! This episode is packed with practical insights to help you start thinking about your own AI team.

The prompt:
"I am wanting to automate my business via a series of Claude Managed Agents doing a variety tasks that are currently being done either manually or via scheduled tasks in Cowork or Routines in Claude Code.

I want to be quite niche with who these agents are so that tasks can be delegated to a high degree of detail across those agents. That means I'll also need some agents that coordinate with each other to get broader tasks done by their sub teams, much like a team structure works in the workplace.

I would like you to audit my business based on conversations I've had with Claude and tools you have access to. Then create a detailed list of agents you suggest be created to help automate and coordinate this work.

Also, make suggestions for additional tools needed to execute this work, however try to manage within the tools we already have in our tech stack.

Ask me any clarifying questions you have until you are 100% certain of the task you need to accomplish and that you'll execute it to a high degree of accuracy."

If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Your Health Score Is Green But They Are Gone - The Silent Segment of Customers | Episode 10908 Sep 202600:15:51

Ever felt like you're talking to a wall with some of your customers? We all have that "silent segment" - those accounts that have seemingly ghosted us, showing no activity, sending no support tickets, yet potentially still showing "green" on our health scorecards. It's a common dilemma, and frankly, it's one of the scariest scenarios in customer success because silence often precedes churn.

In this episode, I dive into how to identify these silent customers, differentiate between healthy silence and warning-sign silence, and – most importantly – what to do about it. We'll explore two key metrics to track, four customer segments based on their engagement patterns, and even a third, often overlooked type of "silence" that can plague your organization. Plus, I share how AI can be a game-changer in surfacing those hidden signals. Join me to learn how to turn silent customers into active, engaged, and retained ones.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Digital CX with Real Impact: Kat Kenny on DAP, AI, and Customer Education | Episode 10801 Sep 202600:42:05

This week on the DCX Podcast, I'm thrilled to chat with Kat Kenny, a true force in the digital customer experience space. Kat, known for her impactful work at Gainsight and now leading digital initiatives at Drata, shares her incredible journey from sales to scaling digital CS programs.

We dive deep into how she leverages Digital Adoption Platforms (DAPs) to tackle customer friction points, transforming onboarding with in-app checklists and guided tours. Kat reveals how her team slashed time-to-value by 55% for early-stage customers – a truly fantastic win! 

We also explore the groundbreaking ways AI is democratizing data access, allowing her team to build dashboards and prove business impact faster than ever. It's a game-changer for understanding program effectiveness and avoiding those dreaded "vanity metrics." Plus, we discuss her innovative approach to customer education, using AI to create engaging, gamified learning experiences.

If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Cross-Functional Collaboration & Community Building in Digital CS w/ Karessa Parish | Episode 10718 Aug 202600:38:08

In this episode, I had the pleasure of chatting with Karessa Parish, a true veteran of the digital customer success space. If you've been grappling with how to differentiate digital CS from scaled CS, or how to build out effective self-onboarding programs, this episode is a must-listen.

Karessa shares her unique journey from middle school teacher to a leader in digital customer experience, highlighting how that "scrappiness" and educational mindset translates directly into building scalable, customer-centric programs. We dive deep into why digital CS acts as "the connective tissue" between customer touchpoints, making sure customers get the support they need even when a CSM isn't directly involved. Karessa also unpacks her strategy for internal "roadshows," fostering cross-functional collaboration, especially with product marketing, to ensure a unified and consistent customer experience. We explore the nuances of community building, gamification, and the ongoing challenge of customer engagement. Join us for a candid conversation packed with practical insights you can apply to your own digital CX initiatives.

If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Why Culture is Key to AI Transformation in CX with Eric Mistry of Zapier | Episode 10612 May 202600:46:49

In this exciting episode, we catch up with the insightful Eric Mystery, who returns to share his journey into AI transformation at Zapier. Eric, a longtime expert in customer education and deeply entrenched in AI's evolution, now combines these passions to bridge the gap between AI aspiration and real-world implementation for Zapier customers and internal teams.

We dive deep into why mastering AI and digital tools is less about specific platforms and more about cultural adaptation and a "maker mindset." Eric emphasizes that the ability to quickly switch tools, adapt, and learn new technologies is the number one skill set in today's rapidly evolving digital landscape. He shares practical advice for navigating restricted environments, building personal solutions, and leveraging AI to supercharge customer education, moving from simply consuming content to actively creating and iterating. If you're pondering the future of customer experience and education through an AI lens, this episode offers invaluable perspectives.

If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Live Vibe Coding Session: How to Build Your Own Suite of CX Tools | Episode 10521 Apr 202600:51:47

Prompt Used for today's show: https://docs.google.com/document/d/1tDG3DKfYpLKwJOU8OKYA0-MWk22yMsIk4q2u2Rt6_FA/edit?usp=sharing

Link to the app we vibe coded: https://poll-spark-stream.lovable.app

Ready to dive into the future of digital tool creation? This week, we're not just talking about vibe coding – we're doing it LIVE! 

Join me as we explore how this transformative approach is reshaping how we build tools, solve problems, and enhance both customer and employee experiences. I'll break down what vibe coding truly means, using practical metaphors and explaining why it's turning traditional coding on its head. We’ll discuss the exciting implications, from the rise of specialized micro-SaaS to teams solving their own unique challenges. 

Plus, I'll share my "biggest unlock" for successful vibe coding: how to craft the perfect initial prompt to get 80% of the way there, right from the start. We'll even demo building a live polling app, so you can see the process firsthand (you might want to check out the video version!). This episode is packed with insights and takes you step-by-step through my own process and recommended tools. 

Don't miss this deep dive into a skill that's quickly becoming essential for anyone in the digital space.

If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

The Biggest AI Unlock for 2026: Scheduling Tasks in Claude | Episode 10417 Mar 202600:25:12

Ever felt like you're constantly playing catch-up in customer experience? What if you had an AI assistant working proactively for you, around the clock? In this episode we dive deep into the game-changing potential of agentic AI, specifically highlighting the new scheduling feature within Claude Cowork.

Until recently, true agentic AI was largely reserved for technical experts. But with Claude Cowork, it's now accessible to the masses, allowing you to automate repetitive, insightful tasks – from daily health reports to weekly QBR prep and churn signal digests. Alex explains how this isn't just about simple automation; it's about spinning up a full agentic loop that reads context, calls tools, and adapts its output. While some limitations exist (hello, Mac desktop app!), the ability to schedule recurring, complex tasks in natural language is a massive unlock for anyone in CX. Get ready to shift from reactive to proactive and reclaim your time!

Download our Digital CX Claude Plugin Suite: shop.digitalcustomersuccess.com

If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Unlocking CX Efficiency with Claude, not ChatGPT: Co-Work and Skills Explained | Episode 10310 Mar 202600:17:33

Download your CS Claude Plugins: store.digitalcustomersuccess.com

In this episode, Alex dives into a massive shift happening right now in the AI landscape: the move from ChatGPT to Claude. It's a conversation you won't want to miss if you're navigating the rapidly evolving world of AI tools in your CX and CS roles.

Alex shares why Claude is gaining significant traction, particularly for its practical, co-worker-like responses and its advanced functionalities like "Co-Work" and "Skills." We explore how different AI platforms—ChatGPT, Gemini, Perplexity, and Claude—excel in various tasks, helping you decide which tool is best suited for your specific needs, whether it's deep research, image generation, or sophisticated task management.

A highlight of this episode is the introduction of Claude's game-changing features: Co-Work, which acts as a language intermediary for complex projects, and "Skills," customizable actions that automate repeated tasks, from preparing EBRs to generating churn post-mortems. Alex even shares how he built a sophisticated staffing model in just two hours using Co-Work!

Whether you're new to AI or looking to optimize your current stack, this episode offers practical insights and a glimpse into the future of AI co-pilots.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

The Digital Divorce: Moving Customers from CSMs to Self-Serve | Episode 10203 Mar 202600:23:00

In this episode, we tackle the ago-old question in digital customer success: how do you gracefully transition customers from ahigh-touch, one-on-one CSM relationship to a scalable self-serve digital motion?

It's a critical challenge as businesses grow and seek to optimize valuable CSM time.

We dive deep into why segmentation needs to go beyond just Annual Recurring Revenue (ARR), exploring additional factors like product complexity and future growth potential to ensure the right customers get the right level of human support.

Discover the prerequisites for a successful digital transition, including the necessity of a robust, self-serve foundation and a smart triggering mechanism to proactively engage customers. 

I share insights on reframing the conversation from "what they're losing" to "what they're gaining," and the importance of always providing a human bailout option.

We also touch on virtual QBRs and auto-renewal strategies. 

Join me to learn how to prepare your CS motions for digital, keep customers engaged and empower them in a hybrid digital-human experience.


Email Template mentioned in the show: https://docs.google.com/document/d/1SSTLT2iOZ7O271zvJ2n55jHx3MgWrO72IMrSM56HXs4/edit?usp=sharing

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Beyond the Job Description: Career Growth in Digital CS with Stephanie Blair | Episode 101 | Episode 10110 Feb 202600:40:25

Today I’m joined by Stephanie Blair, Founder of Know & Flourish (https://knowandflourish.com/), for a practical conversation on digital career growth in Customer Success. We dig into how to build a career identity (not just a title), why experimentation matters, and how to expand your lane without burning out. You’ll hear a real-world example from my team of turning a scrappy spreadsheet into a lightweight web tool, and what that kind of initiative can do for your brand inside the business.

We also talk about the shift in CS org design: the rise of digital program managers, AI-assisted workflows, and yes - why human, IRL moments still win renewals. 

If you’re exploring a pivot into CS (from sales/marketing/product) or within CS (service → expansion, or IC → leader), Stephanie breaks down how to translate your skills, control your narrative, and interview like a peer.

Housekeeping: I’ll be co-chairing the CS Summit in Austin later this month, and the Digital CX Masterclass is coming soon join the waitlist at https://DigitalCustomerSuccess.com/Masterclass to be first in line.

If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Retention Is Existential: Gainsight’s New CEO Chuck Ganapathi on RaaS, AI Agents & the 80/20 Trap | Episode 10004 Nov 202500:56:59

Welcome to episode 100! I’m joined by Chuck Ganapathi, Gainsight’s new CEO, for a wide-ranging, candid conversation about where customer success is headed and what leaders should do right now.

We start with Chuck’s career through four platform eras: mainframe to client/server to cloud to AI - and how those shifts shape strategy. He shares the little-known origin story of “Customer Success” at Salesforce, Gainsight’s early days, and why integrations (Salesforce, SAP CX, Microsoft Dynamics) are never “done”—they’re living systems that demand clean data and constant tuning.

Then we dig into Chuck’s concept of Retention-as-a-Service. In a world where retention is existential, the 80/20 mindset breaks. Every dollar matters, which means every customer matters. We talk agentic AI (augmentation vs autonomy), how a “renewal agent” can cover the long tail, and why the magic is orchestration—letting agents handle the repeatable while humans lean into judgment, relationships, and value.

We close with practical automation stories, a few resources Chuck follows, and a reminder that the human-to-human piece isn’t going anywhere.

Links in Today's Episode:

If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Voice to Value: I Used ChatGPT Voice to Help Build an Automation | Episode 09907 Oct 202500:21:32

In Episode 99, I do something a little different: I take you behind the scenes as I use ChatGPT in voice mode to design a real automation from start to finish. The goal? Build an internal chatbot for product and engineering that’s trained on CX call transcripts stored in Gong, so teams can ask targeted questions (“What’s frustrating customers in Module X?”) and get instant, concise answers with deep links back to the exact call moments.

You’ll hear how I frame the problem, push the model to avoid hallucinations, and pick a stack that balances speed, privacy, and scale: Gong → Airtable as the searchable store → a Zapier-hosted chatbot for querying. We also cover transcript hygiene (auto-removing small talk and personal details), vendor privacy considerations, and a simple habit hack: having AI remind you later to actually implement the ideas you generated while walking the dog.

I’ll link the step-by-step PDF I asked ChatGPT to generate in the show notes so you can follow along and adapt it to your environment.

If this sparks ideas for your own digital CX programs, follow/subscribe and drop a review—it really helps more practitioners find the show.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Director vs Doer: Staying Relevant and Thriving in the A.I. Era | Episode 09830 Sep 202500:15:57

In this episode, we dig into a shift I think is non-negotiable in today’s AI-first world: you must become the director, not the doer. Inspired by Dan Martell’s framework, we explore how AI should handle the execution — while you define the outcome, set constraints, and bring the human edge.


I introduce the three pillars that separate average from exceptional direction: Vision, Taste & Care. You’ll hear how I use them in real-world workflows, the traps I fell into trying to do everything myself, and a few tactical moves (prompts, boundaries, feedback loops) that helped me step up.


If you feel like you’re driving but still stuck doing all the work — this one’s for you.

👉 Hit follow/subscribe so you don’t miss future episodes, and if this one lands, leave a review or drop me a line.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Unreasonable Hospitality & Magic Customer Moments at Scale | Episode 09723 Sep 202500:16:52

After a short hiatus, Alex is back—and he’s bringing some big energy and even bigger ideas to the Digital Customer Success podcast. In this solo episode, he shares a deeply personal and practical reflection on how we can create magical, human moments in our digital programs—at scale.


Inspired by Will Guidara’s book Unreasonable Hospitality, Alex explores what it means to go beyond the expected, whether that’s sending a baby gift, a surprise mouse (the tech kind), or a handwritten note. The kicker? You can use AI and automation to help you spot those moments—without losing the human touch.


You’ll learn:

  • Why emotional connection matters more than ever in CX
  • How to train your systems (and your team) to spot moments of magic
  • Real-world examples you can replicate
  • Tools like Gong, Zapier, and Handwrytten in action

If you’re looking for a way to stand out in a sea of digital sameness, this episode’s for you. Subscribe and stick around—we’re just getting started.


Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

The Art of Collaboration in Digital CS with Holly Goodliffe | Episode 09608 Apr 202500:36:41

Digital CS consultant Holly Goodliffe joins the Digital CX podcast to share her journey from the nonprofit world to tech leadership and discuss the evolving role of digital CS in complex, stakeholder-rich environments. She and Alex explore how simplifying digital engagement, deploying timely CTAs, and adopting a Scrum mindset can empower teams to drive smarter, scalable customer experiences.


Chapters:

  • Complexity, stakeholders, and collaboration  
  • Navigating toes and turf wars  
  • Building trust through shared strategy  
  • Key traits of successful digital leaders  
  • What Holly’s clients are asking for now  
  • Digital doesn’t have to be daunting  
  • Spotify Wrapped vibes for B2B  
  • The data dilemma and simple starts  
  • Omnichannel kindergarten vs. strategy  
  • The art of simple, timely CTAs  
  • Scrum mindset for digital execution  
  • Staying smart with content and courage  

Enjoy! I know I sure did…

Holly's Linkedin: https://www.linkedin.com/in/hollygoodliffe/

If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Start Where You Are: Small Steps to Success with Justin Neal | Episode 9518 Mar 202500:33:31

Justin Neal, a digital customer success expert with a long pedigree in operations, joins the show to break down the fundamentals of digital CS, the power of operational alignment, and how teams can drive impact with limited resources. He and Alex discuss starting small with automation, the key to a successful first 30 days in CS, and standout examples of digital excellence in action.

Chapters:

  • 00:00 - Intro
  • 03:11 - From sales to digital CS mastery  
  • 05:00 - Startup vs. enterprise: learning the ropes  
  • 06:13 - Consulting, Broadcom, and new ventures  
  • 08:08 - Digital CS explained in simple terms  
  • 10:30 - Ops and digital: a powerful partnership  
  • 14:43 - Doing more with less in CS  
  • 19:39 - Start small: digital CS doesn’t need perfection  
  • 21:05 - Nailing the first 30 days of CS  
  • 23:52 - Seeing digital excellence in the wild  

Enjoy! I know I sure did…

Justin's Linkedin: https://www.linkedin.com/in/justintneal/


If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Turning Written Customer Feedback into Meaningful Action for Your Brand | Episode 09404 Mar 202500:18:59

Are you leveraging customer feedback for growth and improvement? In this episode of the Digital CX Podcast, we explore how to transform customer feedback into actionable insights. We discuss the importance of responding to written feedback, especially in the realm of NPS surveys, where qualitative insights can reveal more than numeric scores ever could. 

Chapters:
00:00 - Intro
01:58 - Responding to survey responses in a meaningful way
03:39 - The written feedback is the gold
04:25 - Ideas for responding to written feedback
07:32 - Exec vs. User NPS
09:48 - What good looks like
13:15 - It’s operationally difficult, but worth it
14:33 - Actually responding to your survey respondents can differentiate you
14:56 - Responding creates return respondents 

Enjoy! I know I sure did...

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Back to Basics: The Art of the Renewal Flow | Episode 09325 Feb 202500:28:30

In the spirit of showing our work - I figured I'd take this solo episode as an opportunity to walk you through a renewal flow I've been working on with the team! We also talk about my recent appearance on The Daily Standup where we talk about overcomplicating digital CS. 

Lastly, I'd love for you to submit your own work for a mini show-and-tell where you come on to talk about the great things you're building!

Chapters:
00:00 - Intro 
03:41 - Overcomplicating digital
05:18 - Digital automation should support the human, not the other way around
07:28 - Showing my work: Pre-renewal flow
12:10 - Design these flows WITH your teams - not in a bubble
13:05 - The renewal flow
18:34 - Is it overkill?
21:10 - What I don’t like about the flow - future expansion
22:05 - Let your customers choose how they want to be communicated with
24:00 - Submit your own work for the show ! Alex@digitalcustomersuccess.com

Enjoy! I know I sure did...

If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Inside Fullstory’s Approach to In-App Engagement with Talia Root and Brent Hildebrand | Episode 09218 Feb 202500:40:08

Talia Root and Brent Hildebrand from Fullstory join the Digital CX podcast to discuss the evolving role of digital customer experience, from in-app engagement to balancing scale with personalization. They share insights on measuring success, prioritizing product development, and the key skills that make a great program manager in the digital landscape.

Chapters:

  • 00:03 - Intro
  • 04:18 - Talia’s journey from retail to digital success  
  • 05:42 - Brent’s path from sales to digital CX  
  • 07:30 - Scale vs. digital: What’s the difference?  
  • 09:15 - The push for in-app engagement  
  • 12:09 - Choosing what to build first  
  • 16:00 - Measuring success: Metrics that matter  
  • 21:29 - Balancing in-app and email engagement  
  • 27:15 - What makes a great program manager?  
  • 33:39 - Digital wins (and fails) in the wild  
  • 35:19 - Shoutouts to digital leaders  

Enjoy! I know I sure did…

Talia's Linkedin: https://www.linkedin.com/in/talia-root/
Brent's LinkedIn: https://www.linkedin.com/in/brent-hildebrand-422a9397/


If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Handwritten Notes as a CX Strategy to Surprise & Delight with David Wachs of Handwrytten | Episode 09111 Feb 202500:35:35

David Wachs, founder and CEO of Handwritten, joins the show to discuss how automated handwritten notes can create meaningful customer connections at scale. He and Alex explore the power of personalized outreach, the role of robotics in writing thank-you notes, and how businesses can use this approach to surprise, delight, and build stronger relationships with their customers.

Chapters:
00:00 - Why handwritten notes still matter  
02:22 - Introducing David Wachs of Handwritten  
02:36 - How robots write handwritten notes  
04:09 - Scaling personalization with automation  
05:57 - The power of thank-you notes in business  
10:29 - Inside Handwrytten’s robot-powered facility  
13:41 - Handwritten notes as a CS game-changer  
16:04 - Turning complaints into superfans  
23:07 - How handwritten notes surprise and delight  
25:58 - Common mistakes to avoid with automation  
30:16 - The role of data in personalized outreach  

Enjoy! I know I sure did…

David's LinkedIn: https://www.linkedin.com/in/davidwachs/


If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Transforming Customer Experience with AI-Driven Chatbots and Productivity Tools | Episode 09004 Feb 202500:29:07

In this solo episode of the podcast, I address some recent questions I've gotten specifically about A.I. in CS. A few tangents are included as per usual:

Chapters:
00:00 - Intro
02:42 - When is your program ready for A.I.?
04:10 - Data readiness for installing A.I.
08:14 - Using AI for content generation 
11:05 - Staying current or getting up to speed on A.I. 
13:25 - Ticket deflection with A.I.
16:00 - Utilizing A.I. in establishing integrations and configurations
17:03 - A.I. Chatbots
18:03 - Google’s NotebookLM use cases
20:35 - What to watch out for in adopting A.I.
23:10 - Start with the Simple Things!

Enjoy! I know I sure did...

Special shoutouts in this episode go out to Ariglad, Clueso, HeyGen, QueryPal and Vitally!

If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Current State of AI in CS and Introducing MondAI CS with Michael Forney | Episode 08928 Jan 202500:44:25

Customer Success Summit in Austin on February 11th & 12th: https://events.customersuccesscollective.com/location/austin

This is an episode of "MondAI CS", a new podcast by our CS friend Michael Forney that we recorded last week.

I felt that the content would be fantastic to post here as well.

This episode delves into the intersection of AI and customer success, discussing how technology can both enhance and disrupt customer relationships. We explore the balance between automation and personal interaction, the guilt associated with not using AI, and practical applications for CSMs, illustrating a balanced approach that integrates AI while emphasizing the necessity of human connection.

• The importance of balancing automation with human interaction
• Guilt surrounding the adoption of AI tools
• Practical AI applications in customer success
• The value of combining technology with personalized engagement
• The need for checks and balances in automation strategies
• Future considerations for integrating AI in customer journeys

Enjoy! I know I sure did...

Follow Michael's Podcast MondAI CS here: https://open.spotify.com/show/497aLePSmsVJs1mMwn5dSL
Michael's LinkedIn: https://www.linkedin.com/in/michael-forney/

If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Digital CS and the Job Market with the Return of Dillon Young of Lifetime Value Media | Episode 08821 Jan 202500:47:49

Dillon Young, founder of Lifetime Value Media, RETURNS to the show to discuss building a media company, the evolving role of the word "digital" in customer success and what it takes to win in this job market. He and Alex explore actionable strategies for creating empathetic customer experiences, leveraging digital tools to drive value, and the importance of authentic networking in career growth.

Chapters:
- Intro
- Crafting value with micro-content  
- The rise of digital in customer success  
- What even is "digital" in CS?  
- Overzealous tracking gone wrong  
- Insightful secret shopping for empathy  
- Building a media empire: small wins, big vision  
- The emotional toll of job hunting  
- Why networking is your secret weapon  
- Building trust and connections in CS  
- Acknowledging the champions behind the scenes  
- Where to find Dillon and Lifetime Value Media

Enjoy! I know I sure did…

Dillon's Linkedin: https://www.linkedin/com/in/dillonryoung

If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

From B2C to B2B: Simplicity is Key in Digital CS with Ed Powers | Episode 08714 Jan 202500:48:05

Ed Powers, Principal Consultant at Service Excellence Partners, discusses in depth the measurable impact of digital customer success on revenue retention and long-term loyalty. He and Alex discuss lessons from B2C industries, the importance of viewing the full customer journey, and how companies can embrace constant innovation to scale effectively while avoiding common mistakes in digital CX strategies.

Chapters:

  • 00:00 - Intro
  • 03:01 - Early career lessons at HP  
  • 04:01 - Transitioning from hospitality to tech  
  • 05:20 - The bridge between B2C and B2B CX  
  • 10:53 - CS impact on revenue retention  
  • 16:15 - Why exit interviews matter  
  • 20:50 - Seeing the customer's true journey  
  • 34:37 - Simplifying scale: Peloton and Ben & Jerry's  
  • 40:49 - Root causes vs. symptoms in digital motions  
  • 43:28 - Constant innovation and experimentation  

Enjoy! I know I sure did…

Ed's Linkedin: https://www.linkedin.com/in/ed-powers-ab5315/


If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Data Hygiene for Great Customer Experiences with Irwin Hipsman of Repetitos | Episode 08607 Jan 202500:48:05

To participate in Irwin's research project, go to https://repetitos.com/research. The first 20 respondents will get a free one-hour session with Irwin!

Irwin Hipsman, Founder at Repetitos, chats with Alex about the importance of data hygiene and how tracking customer movement impacts digital customer success initiatives. The two discuss the challenges of maintaining accurate account health scores, managing segmentation errors, and fostering alignment across teams to optimize customer experiences in an evolving digital landscape.

Chapters:

  • 00:00 - Intro 
  • 04:11 - Digital CS maturity and predictive insights  
  • 05:11 - Account vs. individual health scores  
  • 06:12 - The basics of customer database health  
  • 08:03 - Challenges in tracking customer movement  
  • 09:26 - Irwin’s path from radio to digital  
  • 12:54 - Misaligned languages among teams  
  • 15:57 - What digital CS should strive for
  • 21:47 - Prioritizing data cleanup  
  • 28:16 - Tracking champions who leave  
  • 32:12 - Keeping data hygiene ongoing  
  • 36:11 - Segmentation errors and blunders

Enjoy! I know I sure did…

Irwin's Linkedin: https://www.linkedin.com/in/irwinhipsman/
Repetitos: https://repetitos.com/


If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

End Of Year Recap as Told by Google’s NotebookLM | Episode 08531 Dec 202400:11:07

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Using Google's NotebookLM to Produce a Podcast and Summarize Docs | Episode 08424 Dec 202400:27:08

Link to this episode on YouTube: https://youtu.be/23MrFuVuMmg

In this episode, I give you an "over-the-shoulder" peek into using Google's NotebookLM to produce next week's podcast episode!

That is perhaps the most surprising feature of this amazing free tool. Besides that, it's great at summarizing documents or web pages for easy consumption and can be a great resource for you to have in your digital back pocket!

Chapters:
00:00 - Intro
07:21 - Using Google's NotebookLM

Shoutout to Marley Wagner and Bob London who did this LIVE at ChurnZero.

If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Airtable’s Journey to Scalable Customer Success with Alison Barrett | Episode 08317 Dec 202400:57:46

Alison Barrett, Head of Scaled Customer Success at Airtable, shares her journey from consulting at Deloitte to shaping scalable customer success strategies at fast-growing tech companies like Slack and Mixpanel. She and Alex discuss the power of ambassador programs, AI use cases in CS, and the importance of cross-functional collaboration in building impactful customer education ecosystems.

Chapters:

  • 00:00 - Intro
  • 05:43 - Early career: From Deloitte to startup life
  • 06:32 - Mixpanel & the rise of product analytics
  • 09:06 - Slack's champion program: Fostering in-house advocates
  • 12:29 - Scaling CS: Operations, tools and voice of customer
  • 18:16 - Airtable ambassador program & NDR success story
  • 21:55 - Building AI use cases in CS with Airtable
  • 30:29 - Creating a scalable customer education ecosystem
  • 36:15 - Prioritizing quick wins & standardizing playbooks
  • 37:28 - The power of cross-functional collaboration
  • 41:52 - Empowering teams through mission & vision clarity
  • 45:59 - Capturing executive alignment with walking decks

Enjoy! I know I sure did...

Alison's LinkedIn: https://www.linkedin.com/in/alison-barrett-cs/

If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Pro Tips for Building a Better Digital CS Program with Marley Wagner | Episode 08210 Dec 202400:52:13

Marley Wagner, a seasoned expert in marketing and customer success, joins the podcast to explore the intersection of digital customer success and cross-functional collaboration. She and Alex discuss strategies for leveraging automation, transforming QBRs, and reimagining customer engagement through data-driven digital programs, all while highlighting the critical link between marketing and CS in driving growth and retention.

Chapters:
00:00 - Intro
03:06 - From Minnesota to Colorado  
03:39 - Marketing meets customer success  
11:01 - Where digital CS fits within the org  
12:40 - The secret to digital CS success: collaboration  
16:05 - Building digital customer programs  
20:14 - Digital as a strategy AND a segment  
25:46 - Measuring digital CS programs effectively  
29:54 - Fixing what's broken in digital motions  
36:31 - B2C lessons for B2B automation  
39:22 - Transforming QBRs with automation  
44:57 - Reimagining executive and customer engagement  

Enjoy! I know I sure did…

Marley's Linkedin: https://www.linkedin.com/in/marleywagner/


If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Building Automations That Enhance Customer Experience with Samantha David of Monday.com | Ep. 08103 Dec 202400:48:19

Samantha David, a seasoned digital customer success expert, shares her journey from traditional customer service roles to pioneering digital CS strategies. She and Alex discuss the importance of automation, scaling human connection, and blending digital tools with human touchpoints to create proactive, personalized customer experiences.

Chapters:
00:03:36 - From New York hustle to Denver vibes 
00:04:17 - Early career tales: Boston Market and Hallmark 
00:06:15 - Lessons in evolution at Hallmark 
00:08:17 - A journey into tech: Sam's path to digital CS 
00:13:25 - What is digital CS, and why does it matter? 
00:17:30 - Digital program managers vs. product managers 
00:22:31 - Office hours: Scaling human connection 
00:28:24 - Building automations to enhance customer success 
00:33:38 - Merging digital and human touchpoints 
00:38:57 - Digital success hubs inspire a vision 
00:41:40 - LinkedIn, meetups, and learning from AI pioneers 
00:44:38 - Connect and continue the conversation with Sam

Enjoy! I know I sure did…

Samantha's Linkedin: https://www.linkedin.com/in/samanthaedavid/

If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Where to Find Automation Opportunities to Improve Customer AND Employee Experience | Episode 08026 Nov 202400:34:34

This solo episode of the DCX podcast is inspired by my recent job transition into a new role leading Customer Experience at Belfry Software. As I've just recently joined, I am actively engaged in the process of uncovering the opportunities which exist for automations to be implemented.

The primary goals of implementing these automations are simple:
1) Find places where automation can enhance the Customer Experience
2) Find areas where automation can improve the Employee Experience

Chapters:
01:05 - New Sponsor: Thinkific Plus
01:30 - Upcoming guests
02:45 - Digital CS Maturity Assessment
03:29 - Alex got a new gig!
04:00 - Topic for today: Where to look for automations
06:43 - Support Data
09:00 - Hours Sentiment Tracking
10:28 - We automate for both the customer and employee experience
11:53 - Frequently Distributed Documentation
14:10 - Onboarding
16:36 - Upsell Automation
17:47 - Pre-Renewal Automation
18:57 - Data Hygiene Automation
22:11 - Customer Scorecards & Actions
25:24 - Manual Process Automation
27:59 - The big red flag no no: Don’t automate without doing it manually first.

Links:
- Monthly Digital & Scale Meetup - digitalsuccess.gradual.us
- Digital CS Maturity Assessment - https://digitalcustomersuccess.com/dcsmaturity

If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Digital Duct Tape: Leveraging AI to Solve CX Challenges with Scott Wilder | Episode 07919 Nov 202400:38:49

In this episode of the Digital CX Podcast, host Alex Turkovic chats with Scott Wilder, Head of Digital Success at Clari with a wealth of previous experience from Google, Adobe, and HubSpot among others. The conversation explores leveraging AI for customer success, integrating data across platforms, and adopting B2C innovation to enhance digital experiences in the B2B space.

Chapters:

  • 04:02 - Transition to digital growth
  • 06:57 - Inbound vs. outbound digital CX
  • 08:35 - The struggle with platform silos
  • 10:01 - AI in Clari’s CX strategy
  • 11:53 - Chatbots and federated search
  • 13:12 - Building the business case for AI
  • 14:32 - Customer-driven innovation in CS
  • 16:59 - Tackling data hygiene challenges
  • 19:45 - Fun approaches to data cleanup
  • 21:01 - Selecting the right chatbot vendor
  • 24:05 - Embracing B2C innovation in B2B
  • 28:23 - SMS as an untapped B2B strategy
  • 30:30 - Exploring AI and educational resources

Enjoy! I know I sure did…

Scott's Linkedin: https://www.linkedin.com/in/wilder/
Join our Monthly Meetup: https://digitalsuccess.gradual.us/

If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Lessons in CX Leadership and Strategy with CX "Superwoman" Nat Onions of Customer.io | Episode 07812 Nov 202400:57:29

Nat Onions, CX leader at Customer.io, dives into the importance of data and automation in driving effective customer support and engagement. She shares her experiences from building a customer success program, experimenting with AI tools, and leveraging SMS to scale interactions, while also discussing the significance of diversity and attention to detail in creating impactful digital experiences.

Chapters:
00:02:29 - An early career in design and printing  
00:04:14 - Chaos management learned from beer
00:05:23 - Design and attention to detail in CX  
00:06:39 - Superman fandom and collecting rare items  
00:08:24 - Nat's transition to customer experience leadership  
00:10:21 - Building a customer success program at Customer.io  
00:15:05 - Defining digital in the CX world  
00:18:29 - Launching a virtual assistant for customer support  
00:19:44 - The power of automation in summarizing support tickets  
00:25:31 - Experimenting with AI and automation tools  
00:29:22 - Maximizing SMS for customer engagement  
00:35:41 - Strategies to overcome champion change challenges  
00:44:25 - Gender diversity in tech and leadership

Enjoy! I know I sure did…

Nat's Linkedin: https://www.linkedin.com/in/natalie-onions/

If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Scaling Customer Education for Digital CS with Adam Avramescu of Personio & the CELab Podcast | Episode 07705 Nov 202400:48:38

Adam Avramescu, Vice President of Customer Education at Personio and co-host of the CELab Podcast, joins the show to share his thoughts on the evolving role of customer education in digital customer success. He and Alex dive into the challenges of content curation, scaling personalized experiences, and the growing importance of integrating education with broader customer experience strategies to drive engagement and advocacy.


Chapters:
00:04:04 - The love-hate relationship with social media  
00:05:55 - Life as an expat in Amsterdam  
00:07:10 - What "engagement" means in customer education  
00:08:53 - Bringing teams together to scale CX  
00:10:34 - Building a proper digital customer experience  
00:12:14 - Adam’s elevator pitch on digital CS  
00:15:39 - The evolution of customer education  
00:18:20 - Blurring lines between customer education and CS  
00:21:18 - Curation vs. content overload in customer education  
00:29:41 - The never-ending ROI debate in CE  
00:34:18 - Digital programs and human touch in customer success  
00:37:40 - Customer education and building advocacy

Enjoy! I know I sure did…

Adam's Linkedin: https://www.linkedin.com/in/adam-avramescu/


If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Enhancing CX with Targeted Campaigns...and LinkedIn Ads! with Kat Breeggemann of Automox | Episode 07629 Oct 202400:55:44

Kat Breeggemann, Digital Customer Experience Program Manager at Automox, joins the podcast to discuss the role of data in driving digital customer success and enhancing product adoption. She shares her journey into customer success, the importance of tailoring digital programs to customer needs, and explores strategies to prevent downgrades using targeted campaigns and persona insights. We also spend some time talking about how LinkedIn campaigns can play a role in your digital motions!

Chapters:

  • 00:00 - Intro
  • 02:42 - Kat’s role at Automox  
  • 04:17 - Kat’s unexpected journey into CS  
  • 06:00 - The student newspaper era  
  • 11:14 - Understanding digital program management  
  • 13:08 - The power of data in digital CS  
  • 19:40 - Campaigns for specific product adoption  
  • 23:00 - Avoiding the risk of downgrade  
  • 26:56 - Overcoming challenges with data  
  • 30:17 - Why showing your work matters  
  • 35:52 - Using LinkedIn ads in digital CS  
  • 43:34 - Leveraging external data and persona insights

Enjoy! I know I sure did…

Kat's Linkedin: https://www.linkedin.com/in/kat-breeggemann/


If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Digital Customer Success Maturity Model Assessment Launch and Post Churn-In Q&A | Episode 07522 Oct 202400:27:18

In this solo episode of the podcast, I spend a bit of time recapping a recent talk I gave together with Dan Ennis at Churn-In, ChurnZero's annual conference and also take some time to discuss the launch of the Digital CS Maturity Assessment, which you can go through by following this link for free: https://digitalcustomersuccess.com/dcsmaturity/

I then go through a bit of Q&A from the Zero-In session itself! See the chapters to jump to a specific question.

Chapters:
00:00 - Intro
01:18 - Churn-In Recap
01:36 - Digital CS Maturity Assessment
04:30 - How to Measure the ROI of your Digital program
08:41 - Which self-service mediums are most effective in the SaaS world today that help to promote advocates and reduce support costs?
13:58 - Do you have any books, podcasts or frameworks you would recommend for newbies?
16:13 - “Tech Touch”, Digital SC and Scaled CS interchangeability
18:21 - Incorporating contextual data in predictive modeling

Enjoy! I know I sure did. 

Special shoutout to:
- Dan Ennis: my awesome co-presenter at Churn-In
- Keishla Ceasar-Jones, Malachi Hopoate, Sylvanie Tweed & Tom Battle for their great questions!

If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Scrappy Automations that Boost Customer Success ROI w/ Joe Di Grande of Joe Does Tech Touch | Episode 07415 Oct 202400:42:22

Joe Di Grande, Founder of Joe Does Tech Touch, shares his experiences scaling accounts and building a tech touch program from the ground up. He and Alex discuss the critical role of clean data, simple automations, and AI in transforming customer interactions, emphasizing a problem-first approach over obsession with technology.

Chapters:
00:00:00 - Intro
00:03:21 - A small world and lifelong connections  
00:03:23 - Joe's journey into TechTouch  
00:04:16 - From email marketer to scaling accounts  
00:05:51 - Building a tech touch program from scratch  
00:07:21 - What is Digital Customer Success (CS)?  
00:09:19 - Scrappy automations: Simple yet powerful tools  
00:11:22 - The under-appreciated power of canned responses  
00:18:28 - Clean data: The foundation of successful automation  
00:22:03 - Don't fall in love with the tech, focus on the problem  
00:29:06 - How AI and bots are transforming customer interactions  
00:31:25 - Email blunders and lessons learned

Enjoy! I know I sure did…

Shoutouts in this episode include:

  • The Daily Standup Podcast (Dillon Young, JP Frost & Rob Zambito)
  • Marley Wagner
  • Sara Roberts


Joe's Linkedin: https://www.linkedin.com/in/josephdigrande/

If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Inside the Build of 15Five's Digital CS Program w/ Natalia Andreeva & Kaelon Russell | Episode 07308 Oct 202400:54:46

In this podcast episode, Natalia Andreeva and Kaelon Russell of 15Five share their journey of building a digital customer success program from the ground up. They discuss their approach to content strategy, onboarding experiments, user health scoring, and the importance of cross-functional collaboration, highlighting how they integrate human and digital interactions to optimize customer engagement and business outcomes.

Chapters:
00:00:00 - Intro
00:05:19 - From accidental CrossFit owner to digital CS leader
00:06:22 - Defining digital customer success today
00:10:54 - The birth of 15Five’s digital CS program
00:13:15 - Content’s role in digital CS success
00:17:43 - Measuring success through onboarding experiments
00:19:32 - Building a diverse digital CX team
00:23:39 - Experimenting with abandoned cart campaigns
00:27:46 - Evolving from manual to automated solutions
00:29:22 - Finding the balance: one-on-one vs. digital engagement
00:33:32 - Personalized customer journeys at scale
00:34:47 - User-level health scores in action
00:38:06 - Harnessing data to power CX strategies
00:44:23 - The importance of cross-functional collaboration

Enjoy! I know I sure did…

Natalia’s Linkedin: https://www.linkedin.com/in/scalecx/
Kaelon’s LinkedIn: https://www.linkedin.com/in/kaelonrussell/

If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Tattoos to Tech: Larissa Licha’s Mission to Bridge R&D and CS as CEO of Joyn | Episode 07201 Oct 202400:56:53

Larissa Licha, co-founder and CEO of Joyn, discusses the challenges of cross-department collaboration between customer-facing teams and R&D, particularly in fast-growing tech companies. She also shares insights from her entrepreneurial journey, emphasizing the need for flexibility in product development and the role of AI in optimizing business processes and decision-making.

Also, congrats to Larissa and team for becoming part of the CS Angel community by securing a seed round!

Chapters:
02:12 - Larissa’s journey from tattoo artist to tech founder
09:50 - Challenges of scaling at a growing company
14:53 - Founding Joyn to solve cross-department collaboration
17:26 - R&D and customer team misalignment
21:20 - Executives and the unseen cost of simple asks
24:06 - The buffer role between teams and executives
26:17 - Joyn’s role in connecting data and bridging gaps
35:01 - Meeting customers where they work
38:51 - AI as an aggregator of business information
41:23 - Ethical AI concerns in the race to innovate
45:15 - AI becoming a cost of doing business

Enjoy! I know I sure did…

Larissa’s Linkedin: https://www.linkedin.com/in/larissa-licha-0441738b/
Joyn: https://www.joyn.one/

If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Inside Salesforce: Driving Customer Value with AI & Automation with Bernard Slowey, VP of Digital CS | Episode 07124 Sep 202400:56:30

Bernard Slowey, VP of Digital Customer Success at Salesforce, joins the show to discuss the transformation of customer service through digital tools, AI, and data-driven insights. He and Alex explore how Salesforce is leading the way in enhancing customer experiences by unifying support, success, and training portals, leveraging burgeoning AI tools like Einstein, and focusing on seamless handoffs between digital and human interactions to drive proactive, personalized service.

Chapters:
00:00 - Intro
04:19 - Early career at AOL and Microsoft
07:33 - Learning from Microsoft’s transformation
10:02 - Defining digital customer success
11:38 - Enhancing self-service through data
13:55 - The importance of smooth handoff to humans
15:06 - Building unified digital experiences at Salesforce
18:45 - Success score transparency and customer insights
22:58 - AI-driven customer interactions and adoption
28:34 - Launching Einstein service agent
36:00 - Conversational future of customer service
40:03 - Voice-powered AI interactions
44:49 - B2C leading in digital customer experiences

Enjoy! I know I sure did…

Bernard's LinkedIn: https://www.linkedin.com/in/bslowey/

If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Four Ways to Measure Your Digital Customer Success Program | Episode 07017 Sep 202400:22:13

Monthly Scale and Digital Meetup: https://digitalsuccess.gradual.com

The Ultimate Guide to Digital CS: 4 Pillars for Success w/ Alex Turkovic & Jan Young: https://zoom.us/webinar/register/6817263533053/WN_GqOn3y7JSZWBt_YM3i87kw#/registration

In today's show...

Measuring Digital Customer Success can be an elusive thing. It necessitates borrowing from all manner of different practices in order to do it effectively.

In this solo episode, I break down four areas of focus for establishing KPIs in DCS:

  1. Traditional CS Metrics
  2. Marketing Campaign Metrics
  3. Program Specific Measures
  4. Attribution

Chapters:

  • 00:00 - Intro
  • 01:14 - News
  • 03:04 - Measuring your Digital CS Program
  • 04:28 - Traditional CS Metrics in Digital
  • 06:57 - Marketing Campaign Metrics
  • 08:31 - Digital CS Program Specific Metrics
  • 10:44 - Attribution
  • 12:09 - Examples of Measuring Attribution in DCS
  • 17:04 - How do you action unengaged accounts/contacts?
  • 20:18 - Recap

Enjoy! I know I sure did.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Humanizing Digital CS and Personal Branding with Bob Mathers | Episode 06910 Sep 202400:39:13

In this episode of the Digital CX podcast, Alex Turkovic chats with Bob Mathers about personal branding on LinkedIn, the balance between human interaction and digital communication, and other strategies for customer success. They explore how storytelling, authenticity, and thoughtful use of technology can enhance customer experiences and build trust, both in professional relationships and personal brands.

Chapters:

  • 04:48 - The power of selfies and personal connection
  • 06:51 - Bob’s Growth Mixtape: A podcast about life, not CS
  • 08:23 - Humanizing customer conversations in business
  • 11:23 - Coaching hockey and finding parallels in consulting
  • 13:26 - Overcoming bias in consulting and discovery
  • 15:45 - The digital success sweet spot
  • 18:13 - Navigating the balance of analysis and action in consulting
  • 20:57 - The rise of customer portals and integrated success plans
  • 23:11 - Combining digital with human for optimal onboarding
  • 27:56 - Building a personal brand on LinkedIn: Tips and takeaways
  • 31:42 - Bob’s content diet

Enjoy! I know I sure did…

Bob’s Linkedin: https://www.linkedin.com/in/bmathers/

If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Scale & Digital at Early Stage Startups w/ Mary Caballero | Episode 06803 Sep 202400:39:28

Mary Caballero, hire number 1 at Champify, shares her journey in scaling customer success at an early-stage startup. The conversation delves into the challenges and strategies of driving digital-first customer engagement, the importance of responding to customer feedback, and how to effectively manage key customer relationships in a rapidly growing company.

Chapters:
00:00:00 - Intro
00:02:36 - Mary Caballero’s background and journey
00:04:58 - Balancing technical and customer roles
00:06:22 - Defining digital customer success
00:08:08 - Tools for scaling customer communication
00:10:41 - Key contacts and stakeholder departures
00:13:47 - Challenges of traditional training methods
00:15:02 - The role of personalization in customer success
00:18:29 - Leveraging NPS beyond the score
00:20:55 - Transforming detractors into champions
00:22:08 - Lessons learned in a startup environment
00:25:27 - Scaling onboarding processes
00:27:53 - Content recommendations for professional growth
00:29:36 - Integrating customer success and marketing
00:34:36 - Shoutouts and key mentors

Enjoy! I know I sure did...

Mary’s Linkedin: https://www.linkedin.com/in/mary-caballero/

If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Transforming Slack into a Customer Support Hub with Joydeep Sen Sarma, CEO of Clearfeed.ai | Episode 06727 Aug 202400:55:46

In this episode, Joydeep Sen Sarma, founder and CEO of Clearfeed, discusses the evolution of customer success in the SaaS world, emphasizing the shift from transactional support to ongoing, relationship-driven models. He also shares insights on how Clearfeed transforms Slack into a structured customer management tool, the role of AI in customer interactions, and the increasing importance of integrating natural language interfaces into product design.

Topics we discussed:

  • 05:42 - The early internet and evolving tech paradigms
  • 12:40 - Transitioning from transactional to subscription models
  • 16:44 - Clearfeed: Transforming Slack into a help desk
  • 18:39 - Customer love for real-time communication
  • 22:21 - Fragmented experiences: No app, no problem
  • 24:38 - Use cases beyond B2B: SMB and tertiary markets
  • 30:48 - B2B learning from B2C customer engagement
  • 31:13 - The role of bots and AI in customer interactions
  • 41:02 - Balancing product development and customer feedback


Enjoy! I know I sure did…

Joydeep’s Linkedin: https://www.linkedin.com/in/joydeeps/

If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Career Growth in Digital Customer Success with Jess Osborn of GoCardless | Episode 06620 Aug 202400:48:10

In this episode of the Digital CX podcast, Jess Osborn shares insights from her career journey, discussing her experiences with customer success, account management, and scaling global teams at companies like Bazaarvoice and, currently, GoCardless. She emphasizes the importance of action-based onboarding, digital tools in renewals, and the evolving landscape of customer experience, while also addressing challenges in today’s job market and career development in digital CS.

Chapters:
06:18 - A start in account management
12:17 - Revenue ownership in customer success
15:14 - Scaling customer success globally
17:01 - Digitizing renewals and the customer experience
19:25 - Job market challenges and pivots
24:39 - Breaking into digital CS: Key skills and focus
30:20 - Strategic relationships in CX and CS
33:34 - Redefining onboarding with action-based metrics
37:51 - Immersive digital experiences in B2C

Enjoy! I know I sure did...

Jess' LinkedIn: https://www.linkedin.com/in/jessicareserosborn/

Content:


Shoutouts:

If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

The Four Pillars of Digital Customer Success | Episode 06513 Aug 202400:30:27

In this solo episode, I take you through the 4 Pillars of Digital Customer Success, a model I have come up with over the past years to help establish a strong foundation for a digital CS program. I also cover a few news tidbits related to CS.

Join me as I walk you through the four pillars:

  • Customer Journey
  • Data
  • Automation
  • Content

Chapters:
01:05 - News and Reviews
07:18 - Four Pillars of Digital CS
10:05 - Pillar 1: Customer Journey
16:05 - Pillar 2: Data & Data Cleanliness
20:41 - Pillar 3: Automation
24:28 - Pillar 4: Content
29:34 - Recap

A few resources mentioned in this episode:


And don't forget to check out Sara Roberts and Christine Raby's course, LinkedIn Mastermind: http://www.bayviewtalent.com/masterclass

If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

AI Tooling to Drive Growth & Break Down Silos with Masha Krol of Glowstick | Episode 06406 Aug 202400:52:00

In this episode, Alex interviews Masha Krol, CEO of Glowstick about the various innovative uses of AI in customer success to identify growth opportunities and enhance collaboration between CS and commercial teams. Masha shares her takes on the evolution of digital customer success, emphasizing the importance of leveraging AI to analyze customer conversations, breaking down organizational silos, and segmenting customers based on tasks and outcomes for more personalized strategies.

Chapters:
06:19 - Silos in organizations
08:07 - Analyzing customer conversations
10:23 - Identifying growth opportunities
14:32 - Human and digital go hand-in-hand
17:29 - Customer segmentation challenges
19:29 - Internal collaboration models
23:52 - CS as a strategy
25:07 - CSQL programs and challenges
30:01 - Trust issues in teams
37:14 - AI in the market
40:03 - Future of AI tools

Enjoy! I know I sure did...

Masha's LinkedIn: https://www.linkedin.com/in/mashakrol/
Glowstick: https://www.glowstick.ai/

+++++++++++++++++

This episode was edited and sponsored by Lifetime Value Media, a media production company founded by my good friend and fellow CS veteran Dillon Young.  Lifetime Value aims to serve the audio/video content production and editing needs of CS and Post-Sales professionals.  Lifetime Value is offering select services at a deeply discounted rate for a limited time.  Navigate to lifetimevaluemedia.com to learn more.

+++++++++++++++++

If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Modern Post-Sale Revenue Growth with Haydar Al-Saad of Revsetter | Episode 06328 Jul 202400:44:01

RevSetter founder Haydar Al Saad discusses with Alex his new revenue-centric customer success platform and its unique approach to integrating both sales and customer success functions. He and Alex explore his extensive experience in SaaS and Haydar’s philosophy on the importance of post-sale revenue growth and the role of digital customer success tools overall in enhancing efficiency and customer value.

Chapters:

  • 03:02 - Private Equity → SaaS
  • 05:38 - Sales → Customer Success
  • 10:19 - Importance of Post-Sale Revenue Growth
  • 15:05 - RevSetter: The Revenue-Focused CSP
  • 20:37 - Digital Tactics for Customer Onboarding
  • 23:05 - User Experience: RevSetter’s Approach
  • 25:14 - Modernizing CS with Flexible Tools
  • 33:25 - Innovative Digital Motions in SaaS

Enjoy! I know I sure did...

Haydar's LinkedIn: https://www.linkedin.com/in/haydaralsaad/
RevSetter: https://revsetter.com/

Resources:


Shoutouts:

+++++++++++++++++

This episode was edited and sponsored by Lifetime Value Media, a media production company founded by my good friend and fellow CS veteran Dillon Young.  Lifetime Value aims to serve the audio/video content production and editing needs of CS and Post-Sales professionals.  Lifetime Value is offering select services at a deeply discounted rate for a limited time.  Navigate to lifetimevaluemedia.com to learn more.

+++++++++++++++++

If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

Customer Education for Revenue Growth with Greg Rose of Intellum | Episode 06223 Jul 202401:00:28

Ever wondered how mastering customer education can lead to skyrocketing revenue? Listen in as we sit down with Greg Rose of Intellum, who takes us on his extraordinary journey from running a record label to pioneering the field of customer education. You'll learn the magic of Education Qualified Leads (EQLs) and how they can turbocharge your conversion rates. Greg also shares invaluable leadership gems from his memorable Pulse talk, "Everything I Learned About Leadership I Learned from Fred Rogers and My Dad," blending personal anecdotes with professional wisdom.

We also talk about:

  • 00:00 - Driving revenue through education
  • 02:26 - Music and customer education
  • 06:59 - Leadership lessons from Fred Rogers
  • 07:59 - Brain science in sales
  • 11:05 - The problem with sales handoffs
  • 17:42 - Balancing micro-learning and mastery
  • 19:08 - Two pillars of education strategy
  • 27:18 - Challenges in measuring ROI
  • 30:13 - Forrester’s findings on customer education
  • 32:35 - The importance of strategic planning
  • 36:59 - Defining an education qualified lead
  • 40:10 - Impact of the pandemic on education
  • 44:11 - Strategies for measuring impact
  • 46:17 - Building relationships for data access
  • 47:16 - Benefits of education moving to marketing
  • 49:02 - Avoiding mistakes in education strategy
  • 50:56 - The importance of reach and frequency

Enjoy! I know I sure did...

Shoutouts:

Books: 


+++++++++++++++++

This episode was edited and sponsored by Lifetime Value Media, a media production company founded by my good friend and fellow CS veteran Dillon Young.  Lifetime Value aims to serve the audio/video content production and editing needs of CS and Post-Sales professionals.  Lifetime Value is offering select services at a deeply discounted rate for a limited time.  Navigate to lifetimevaluemedia.com to learn more.

+++++++++++++++++

If you're a new Digital CX leader looking to fast-track your onboarding, an individual contributor wanting to learn more about Digital or a senior leader looking for ways of enabling your team - look no further than the Digital CX Masterclass: visit https://digitalcustomersuccess.com/masterclass.

Support the show

+++++++++++++++++

Like/Subscribe/Review:
If you are getting value  from the show, please follow/subscribe so that you don't miss an episode and consider leaving us a review. 

FREE Digital CX Maturity Assessment:
Want to see how your digital cs program stacks up against The Four Pillars of Digital CX? Take a free, 15-minute assessment followed by tactical advice for advancing your program.

Register for The Digital CX Masterclass:
An 8-week, cohort based course that will get you fully operational in a few weeks instead of a few quarter! Fast-track your digital CS maturity and start shipping great work within the first week!

Subscribe to the Newsletter:
A weekly-ish companion newsletter in which I share the latest in digital cs, my own work and occasionally annoying opinions about the state of CX.


Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

© My Podcast Data · Projet indépendant · Données issues d'Apple & Spotify