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Explore every episode of the podcast The Digital CX Podcast: Driving digital customer success and outcomes in the age of A.I.

Dive into the complete episode list for The Digital CX Podcast: Driving digital customer success and outcomes in the age of A.I.. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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TitlePub. DateDuration
Retention Is Existential: Gainsight’s New CEO Chuck Ganapathi on RaaS, AI Agents & the 80/20 Trap | Episode 10004 Nov 202501:00:04

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:

Support the show

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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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


Voice to Value: I Used ChatGPT Voice to Help Build an Automation | Episode 09907 Oct 202500:21:41

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


Transforming Customer Experience with AI-Driven Chatbots and Productivity Tools | Episode 09004 Feb 202500:29:41

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!

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


Welcome to the Digital Customer Success Podcast!28 May 202300:04:35

In this first episode of The Digital Customer Success Podcast I introduce what we are trying to do here, which is to create community around digital CS and to pull you in on conversations we'll be having with industry innovators.

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


Current State of AI in CS and Introducing MondAI CS with Michael Forney | Episode 08928 Jan 202500:47:29

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/

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


Digital CS and the Job Market with the Return of Dillon Young of Lifetime Value Media | Episode 08821 Jan 202500:50:53

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

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


From B2C to B2B: Simplicity is Key in Digital CS with Ed Powers | Episode 08714 Jan 202500:51:09

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/


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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


Data Hygiene for Great Customer Experiences with Irwin Hipsman of Repetitos | Episode 08607 Jan 202500:51:09

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/


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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


End Of Year Recap as Told by Google’s NotebookLM | Episode 08531 Dec 202400:11:15

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


Using Google's NotebookLM to Produce a Podcast and Summarize Docs | Episode 08424 Dec 202400:27:42

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.

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


Airtable’s Journey to Scalable Customer Success with Alison Barrett | Episode 08317 Dec 202401:00:50

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/

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


Pro Tips for Building a Better Digital CS Program with Marley Wagner | Episode 08210 Dec 202400:55:17

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/


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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


Building Automations That Enhance Customer Experience with Samantha David of Monday.com | Ep. 08103 Dec 202400:51:23

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/

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


Director vs Doer: Staying Relevant and Thriving in the A.I. Era | Episode 09830 Sep 202500:16:05

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


Where to Find Automation Opportunities to Improve Customer AND Employee Experience | Episode 08026 Nov 202400:35:08

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

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


Digital Duct Tape: Leveraging AI to Solve CX Challenges with Scott Wilder | Episode 07919 Nov 202400:39:24

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/

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


Lessons in CX Leadership and Strategy with CX "Superwoman" Nat Onions of Customer.io | Episode 07812 Nov 202401:00:34

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/

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


Scaling Customer Education for Digital CS with Adam Avramescu of Personio & the CELab Podcast | Episode 07705 Nov 202400:51:43

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/


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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


Enhancing CX with Targeted Campaigns...and LinkedIn Ads! with Kat Breeggemann of Automox | Episode 07629 Oct 202400:58:48

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/


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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


Digital Customer Success Maturity Model Assessment Launch and Post Churn-In Q&A | Episode 07522 Oct 202400:27:53

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!

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


Scrappy Automations that Boost Customer Success ROI w/ Joe Di Grande of Joe Does Tech Touch | Episode 07415 Oct 202400:45:27

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/

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


Inside the Build of 15Five's Digital CS Program w/ Natalia Andreeva & Kaelon Russell | Episode 07308 Oct 202400:57:50

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/

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


Tattoos to Tech: Larissa Licha’s Mission to Bridge R&D and CS as CEO of Joyn | Episode 07201 Oct 202400:59:57

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/

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


Inside Salesforce: Driving Customer Value with AI & Automation with Bernard Slowey, VP of Digital CS | Episode 07124 Sep 202400:59:34

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/

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


Unreasonable Hospitality & Magic Customer Moments at Scale | Episode 09723 Sep 202500:17:01

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


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

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


Humanizing Digital CS and Personal Branding with Bob Mathers | Episode 06910 Sep 202400:42:17

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/

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


Scale & Digital at Early Stage Startups w/ Mary Caballero | Episode 06803 Sep 202400:42:32

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/

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


Transforming Slack into a Customer Support Hub with Joydeep Sen Sarma, CEO of Clearfeed.ai | Episode 06727 Aug 202400:58:50

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/

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


Career Growth in Digital Customer Success with Jess Osborn of GoCardless | Episode 06620 Aug 202400:51:14

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:

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


The Four Pillars of Digital Customer Success | Episode 06513 Aug 202400:31:01

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

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


AI Tooling to Drive Growth & Break Down Silos with Masha Krol of Glowstick | Episode 06406 Aug 202400:55:04

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.

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

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


Modern Post-Sale Revenue Growth with Haydar Al-Saad of Revsetter | Episode 06328 Jul 202400:47:06

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.

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

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


Customer Education for Revenue Growth with Greg Rose of Intellum | Episode 06223 Jul 202401:03:32

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.

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

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


Future Proof Your Teams and Career with Rod Cherkas of HelloCCO | Episode 06116 Jul 202400:55:15

This week, we are pleased to bring you a conversation with Rod Cherkas, a SaaS veteran, consultant, author of two books on customer success, and vocal contributor to the CS community. 

Rod and Alex discuss his past at Marketo and Gainsight (among others), his newly released book REACH, as well as where he sees the CS profession heading.

Chapters:
00:00:00 - Intro
00:01:18 - Rod’s Background and Path to CS
00:02:42 - Journey from Product to Customer Focus
00:03:45 - Intuit’s Customer-Centric Approach
00:04:27 - Applying Experience Design Principles
00:05:02 - Hello CCO
00:07:00 - Developing Executive-Level Skills
00:09:08 - Practical Impact of REACH Framework
00:10:29 - Importance of Marketing Playbooks
00:11:16 - Commercial Focus in CS Teams
00:13:03 - Learning from Digital Marketing
00:15:45 - Embracing Digital and AI in CS
00:16:15 - Prioritizing Accounts with Growth Potential

Enjoy! I know I sure did...

Rod's LinkedIn: https://www.linkedin.com/in/rodcherkas/
Rod's Website: https://hellocco.com
Rod's Books:
- CCO Playbook: https://amzn.to/3y44XBS
- REACH: https://amzn.to/3Wn5wAm

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

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.

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

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


The Art of Collaboration in Digital CS with Holly Goodliffe | Episode 09608 Apr 202500:37:15

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/

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


Digital Musings: Measuring Customer Health Without Telemetry and Combatting Imposter Syndrome | Episode 06009 Jul 202400:32:26

In this solo episode, we tackle two primary topics:

  • Imposter Syndrome specific to Digital CS and how to combat it
  • Building Customer Health Scores without the benefit of product Telemetry

Along the way, I also share a few news items and resources with you.

Enjoy! I know I sure did...

Resources:

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


Transformative Digital Experiences through AI and Customer Education with Eric Mistry of Contentsquare | Episode 05902 Jul 202400:52:56

Eric Mistry (Strategy & Shared Services Operations Manager at Contentsquare) has a very unique background and set of skills in education that afford him a fascinating perspective on the customer experience.  Eric joins Alex to discuss the evolving use of AI in the workplace, the importance of connecting cross-functional dots, and the future of customer education and digital customer success.

Topics in this Episode:

  • 03:00 - From swim coach to software
  • 05:19 - Higher education and academic technologist
  • 06:59 - Joining Heap and instructional design
  • 10:26 - Connecting the dots in scaling functions
  • 12:26 - Data management during mergers
  • 15:15 - Adapting with a growth mindset
  • 19:49 - Practical use of AI in the workplace
  • 31:45 - Future of customer education and AI
  • 39:54 - Enhancing automation with AI

Enjoy! I know I sure did...

Eric's LinkedIn: https://www.linkedin.com/in/ericmistry/

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.

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

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


Hospitality, Drawing from B2C and Rethinking the QBR with Aaron Thompson of SuccessCOACHING | Episode 05825 Jun 202400:50:29

Aaron Thompson (Chief Revenue Officer of SuccessCOACHING and Founder of Red Slacks) has dedicated his professional life to helping companies and CS professionals.  He and Alex delve into the importance of leveraging digital technologies and data to enhance customer experience, and explore the benefits of transitioning from high touch to tech touch interactions.

Topics:

  • 02:40 - The origin of the Red Slacks
  • 07:44 - Aaron’s journey into customer success
  • 12:28 - Importance of hospitality experience in CS
  • 17:14 - Digital customer experience definition
  • 19:33 - Leveraging data in digital strategies
  • 26:50 - Rethinking the traditional QBR
  • 34:37 - B2B learns from direct-to-consumer strategies
  • 36:34 - Effective tools in digital CS
  • 40:20 - The missing piece in customer success platforms

Enjoy! I know I sure did...

Aaron's LinkedIn: https://www.linkedin.com/in/athomps/
Red Slacks: https://redslacks.com/
SuccessCOACHING: https://successcoaching.co/

Resources:
- 4Rocks by Sean Albertson
- Revenue Operations by Stephen Diorio and Chris Hummel

Shoutouts:


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

This episode was edited 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.

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

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


AI-Powered Customer Success & Predictive Analytics with Arun Balakrishnan and Preetam Jinka of FunnelStory | Episode 05718 Jun 202400:55:40

Preetam Jinka and Arun Balakrishnan, co-founders of FunnelStory, join the podcast to discuss how we’re just scratching the surface with AI and machine learning.  They chat with Alex about how FunnelStory is revolutionizing customer success strategies, enabling teams to predict churn, optimize user engagement, and drive revenue growth through data-driven insights.

Additionally, Arun & Preetam share their own insights on A.I. and how Product teams best work with Customer Success.

Chapters:
04:35 - Arun's background in cybersecurity and product managemen
05:25 - How Preetam got started in AI and data engineering
14:00 - The difference between AI and machine learning
18:10 - Some practical applications of AI in customer success
21:14 - An overview of the FunnelStory platform
24:26 - Predictive and prescriptive elements
27:46 - Product telemetry and customer insights
30:26 - Collaboration between product and customer success teams
33:11 - Innovative uses of predictive analytics in customer engagement
38:19 - Discovering hidden metrics through data analysis
39:16 - Leveraging AI and ML for pattern recognition in CS

Enjoy! I know I sure did...

Preetam's LinkedIn: https://www.linkedin.com/in/preetamjinka/
Arun's LinkedIn: https://www.linkedin.com/in/balakrishnanarun/
FunnelStory: https://funnelstory.ai/

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

This episode was edited 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.

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

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


SaaS Economics & Driving Customer Outcomes Digitally with Jay Nathan | Episode 05611 Jun 202400:48:52

Jay Nathan is the co-founder of GrowthCurve.io, Chief Customer Officer at Churnkey, and one of the most respected voices in the customer success community.  He joins Alex as they explore Jay’s early career as a software engineer, the integration of AI with other digital tools, and navigating the economic landscape of SaaS.


Chapters:

  • 00:02:28 - Introducing Jay Nathan
  • 00:04:44 - A background in software engineering & web development
  • 00:08:52 - Institutionalizing customer centricity
  • 00:11:05 - Creating a great culture for employees
  • 00:13:19 - Customer success and organizational capability
  • 00:15:22 - Validating usability through customer interviews
  • 00:17:26 - The ABCAI methodology
  • 00:19:34 - Driving outcomes with digital
  • 00:21:43 - AI in the customer success world
  • 00:23:49 - Tailoring technologies for different team structures
  • 00:25:54 - The changing economics of SaaS
  • 00:30:13 - Human-to-human connections
  • 00:32:32 - Managing the customer life cycle
  • 00:34:37 - The intersection of company culture and ROI
  • 00:36:40 - Automating the business development function
  • 00:38:41 - Engaging with customers using marketing tricks

00:40:40 - Shout outs

Enjoy! I know I sure did...

20% off of the Cover Your SaaS course: https://growthcurve.io/products/coveryoursaas?promo=dcs

Jay's LinkedIn: https://www.linkedin.com/in/jaynathan/

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

This episode was edited 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.

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

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


The Generative AI Primer for CSMs | Episode 05504 Jun 202400:49:05

In this, my second solo episode - I wanted to spend some time trying to demystify Generative AI for CSMs and CS leaders alike. According to statistics, only 25% of CS workers utilize AI in the workplace on a regular basis, which I think is WAY too low - especially considering how stretched thin most CSMs really are.

So - in this episode, we focus on proper prompting, a few tools that exist out there and a plethora of use-cases for you to dig into:

0:00:00 - Introduction
0:03:55 - Topic introduction. Why GenAI for CSMs
0:08:42 - Why prompting is a fundamental skill to have
0:09:36 - Using the RISEN framework for prompting
0:11:31 - Taking care with proprietary and sensitive information when using Gen AI
0:19:58 - Why it’s a bad idea to just copy and send, without proofreading and personalizing
0:23:01 - Utilizing ChatGPTs memory feature to prevent having to copy/paste your prompts
0:23:55 - Teaching ChatGPT on my tone of voice
0:26:19 - Chaining prompts
0:27:55 - Integrating this into your daily workflow
0:30:21 - ChatGPT vs. Perplexity vs. Google
0:32:42 - Perplexity research use cases for CSMs
0:36:30 - The proliferation of new tools
0:37:19 - AgentCopilot & HeyGen create personalized video for your contacts at scale
0:39:45 - Ariglad analyzes support tickets to create and update knowledge base articles
0:40:48 - Malik automates the creation of decks using your data and insights
0:41:55 - Outro

One link discussed in the show is the DCS Tech Stack on the website: https://digitalcustomersuccess.com/tech-stack/

Enjoy! 

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


AI Insights to Power Your Business with Josh Schachter of Update AI | Episode 05428 May 202400:47:44
Matik's Scale + CS Virtual Conference: https://bit.ly/scalecs-aturkovic

Josh Schachter is the Founder and CEO of UpdateAI, the conversation intelligence tool built specifically for the customer success profession.  He sits down with Alex to talk product management, the unorthodox genesis of UpdateAI, and, of course, artificial intelligence itself.

Key topics:

  • 00:00 - Introduction
  • 02:50 - Josh's background in product management
  • 05:17 - Joining Idea Lab and finding inspiration
  • 07:52 - How UpdateAI got its name
  • 10:25 - A different perspective as a product manager
  • 13:02 - Commercialization and expansion of a product
  • 15:51 - The value of customer insights
  • 18:24 - Snackable & actionable insights for different stakeholders
  • 23:17 - The future of artificial intelligence in the industry
  • 28:50 - Human interaction in digital
  • 31:37 - Robots on the front line in technical support
  • 34:27 - The power of Chat GPT as a CSM
  • 37:04 - Future plans for UpdateAI
  • 39:41 - Shoutouts
Enjoy! I know I sure did...

Josh's LinkedIn: https://www.linkedin.com/in/jschachter/
Update AI: https://update.ai

Shoutouts:

  • Kristi Faltorusso
  • Jon Johnson

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

This episode was edited 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.

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


"Your First" Digital Customer Success Motions with Stijn "Stino" Smet of Whale | Episode 05321 May 202401:03:09

Matik's Scale + CS Virtual Conference: https://bit.ly/scalecs-aturkovic

In this special edition, Alex sits down with Stijn "Stino" Smet, Head of Customer Success at Whale.io, the host of *two* customer success podcasts, and all-around loose cannon.  He joins Alex (in his studio!) for a very special joint episode of their podcasts to discuss career journeys, getting started with a digital practice, and more.

The “more”:
00:00 - Where to start with digital
03:35 - Your First Digital CS Experience
07:12 - The Core of a True Digital Team
10:44 - Meeting an “Idol”
14:15 - Transitioning to Digital Customer Experience
18:03 - Quick Wins in Digital CS
21:28 - Being Ahead of the Curve with Digital Customer Success
25:11 - Stino’s Famous Playbook
28:38 - Achieving Revenue Growth
32:14 - “Light” Success Services
35:40 - Creating and Tracking Campaign Metrics
39:04 - Reviewing and Iterating on Strategies
42:36 - The Sweet Spot
49:48 - Laser beams and confetti
53:40 - Shout Outs

Enjoy! I know I sure did...

Stino's LinkedIn: https://www.linkedin.com/in/stijn-smet-%F0%9F%90%B3-330435a9/

Shoutouts:


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

This episode was edited 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.

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

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


State of the Industry and Promise of AI with Jeff Heckler | Episode 05214 May 202400:37:03

Link to Matik's Scale + CS Virtual Conference: https://bit.ly/scalecs-aturkovic.

Today, I'm joined by Jeff Heckler - a CS veteran with a lot of wisdom to share around the state of the industry, the AI tools with the most promise, and Slack overwhelm.

In this episode, we cover a wide variety of topics, including:

  • 00:00:00 - Welcome To The Digital Customer Experience Podcast
  • 00:01:31 - Join The Matik Conference, Earn A $20 Uber Eats Gift Card Giveaway
  • 00:02:56 - Introduction
  • 00:04:21 - Leaving Business Intelligence & Falling Into Software
  • 00:10:17 - Digital Customer Success Since Covid-19
  • 00:11:43 - The Rise Of QR Code
  • 00:13:19 - Contraction In Headcounts And Budgets
  • 00:14:51 - The Economics Of AI And Tech’s Current Struggles In Today’s Economy
  • 00:16:26 - The Most Prominent Digital Trends In CS
  • 00:19:36 - Leveraging Ai Chat Bots For Support Ticket Deflection, Among Other Things
  • 00:20:58 - Communication Overload And Digital Emotions
  • 00:22:29 - Optimizing Digital Workflows And Tools
  • 00:23:58 - The Stickiness Of Tools
  • 00:25:34 - Learning From Mistakes And Cross-Functional Allegiances
  • 00:27:05 - Setting Up A Cadence For Product Sales Marketing Support
  • 00:28:20 - Shifting Mindset For Customer Success Managers
  • 00:29:36 - The Importance Of Cross Collaboration
  • 00:31:01 - Shout Out To Dickey Singh And Cast.App

Enjoy! I know I sure did...

Jeff's LinkedIn: https://www.linkedin.com/in/jeffheckler/

Shoutouts:

  • Irit Eizips: https://www.linkedin.com/in/eizips/
  • Dickey Singh of Cast.app: https://www.linkedin.com/in/dickey/

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

This episode was edited 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.

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

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


Emotional Intelligence in Digital and Treating Customers Like Humans with Jenelle Friday | Episode 05107 May 202400:56:28

Jenelle Friday of Forecastable and the Customer Success Collective’s “CS Leader of the Year” for 2023 is someone who is easily liked.  She's hyper-in tune with what makes people tick, and is even the author of her own framework on emotional intelligence in customer success.

In this wonderful chat, we talk about:
00:00 - Caring for your customers
02:27 - Being Authentic in Customer Success
04:41 - A Journey to Customer Success and Emotional Intelligence
06:53 - The Importance of Being Human in Business Relationships
09:11 - Being True to Yourself in Business
11:19 - Acknowledging Fears and Embracing Imperfection
13:29 - Emotional Intelligence and Self-Awareness in Customer Success
15:37 - The Importance of Work in Relationships
17:42 - The Importance of Human Interaction
20:11 - Elevator Pitch for Digital Customer Success
22:25 - The Importance of Emotional Intelligence in Digital Communications
24:39 - Using Emotional Intelligence for Customer Engagement
26:47 - The Importance of Social Awareness in Decision-Making Process
29:06 - Cultural Differences in Customer Success
31:21 - Building a Customer Community
33:33 - Coordinating Communication Across Departments
35:42 - Understanding the Customer Perspective
38:01 - Living Boldly and Courageously
40:26 - Developing Soft Skills in Business
42:27 - Fostering Emotional Intelligence in the Workplace
44:51 - The Importance of Emotional Intelligence in Digital Customer Success
46:54 - Book Recommendations and Finding Normalcy
49:04 - Soft Skill Development and Giving Back to the Community

Enjoy! I know I sure did...

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

This episode was edited 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.

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

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


Start Where You Are: Small Steps to Success with Justin Neal | Episode 9518 Mar 202500:34:06

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/


Support the show

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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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


Celebrating 50 Episodes: Your Digital Customer Experience Questions Answered | Episode 05030 Apr 202400:35:00

As we pop the champagne on our 50th show, a heartfelt thank you is in order for every listener & guest who's joined me on this wild ride through the evolving world of digital customer interactions. It's a transformational moment for the show as we shift from focusing on 'Digital Customer Success' to encompassing the broader 'Digital Customer Experience', ensuring we capture the essence of every digital touchpoint. As such, we are changing the name of the show to 'The Digital Customer Experience Podcast'!

In this episode, I'm going through and answering some of the most frequently asked questions that I get on a regular basis, which leads to the following topics:

  • 00:47 - New Podcast Name Announcement
  • 06:34 - What is Digital Customer Success
  • 07:38 - Digital vs. Scaled
  • 09:49 - Where to start with Digital Customer Success
  • 11:52 - Commonly overlooked vehicles for digital motions
  • 13:13 - Building health scores without product telemetry
  • 14:31 - Identifying user personas based on their activity within your resource
  • 15:05 - SaaS economics and how they impact the proliferation of digital
  • 18:43 - Measuring the success of digital CS
  • 21:54 - Team structure for digital cs
  • 26:54 - Technology recommendations
  • 30:45 - Outro & Thank you!

A couple of links from 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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


Customer Engagement with AI and Self-Service Strategies with Kari Ardalan of Qualtrics | Episode 04923 Apr 202400:45:26

Kari Ardalan of Qualtrics is a staple in the CS community and has been leading scaled motions for YEARS - which is sometime that not a lot of people can say. She also sits on Gainsight's Digital Advisory Board - so yeah, she's qualified to talk about this stuff. :-)

In this fantastic conversation, we talk about:

  • Building digital first with humans coming in off of the back of those motions
  • The evolution of ‘scaled’ from just email and outbound events to a push to come inbound
  • Building one place portal where customers can go for everything and where CSMs can interact with their customers
  • How Digital is structured at Qualtrics across various departments
  • Internal cross-collaboration on digital motions
  • What to look out for in a digital leader - specifically cross-collaboration and a varied background
  • Focusing on Support deflection metrics and areas to automate
  • Other interesting metrics in use at Qualtrics: % CTAs launched, penetration rate of closed success CTAs (conversation), Monthly Active Users, Monthly Active Customers, Flow Completion, % of Renewals Not Assisted by Humans 
  • Balancing being tactical and strategic as a leader
  • Using special interests among the team to drive career growth and creativity - including Hackathons
  • Cool examples of digital motions including customer-facing scorecards, micro-learning, AI and self-serve portals.
  • AI bot & recommendation engine implementation at Qualtrics 
  • Letting data tell you who the customer personas are
  • The dependency on operations work streams to get things done

Enjoy! I sure did...

Kari's LinkedIn: https://www.linkedin.com/in/kariardalan/

Link to Kari's post about the qualities of a Digital CS Leader: https://www.linkedin.com/posts/kariardalan_digitalsuccess-leadership-recruitment-activity-7175101395631570944-qujn?utm_source=share&utm_medium=member_desktop

Shoutouts:


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

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


The Impact of SaaS Economics on CS (Plus Much More!) with Christine Raby | Episode 04816 Apr 202401:03:35

Christine Raby, Founder of DeliverDelight, brings the heat in this episode where we cover off a very wide range of topics - some CS related and some non-CS related. Christine's background is absolutely fascinating and I've been a fan of her presence both on LinkedIn and TikTok for quite some time now. 

This episode is full of practical examples and advice for both ICs and leaders alike as we talked about:

  • How CS is now experiencing similar maturation to what marketing experienced a decade+ ago
  • Leaders need to be super focused on the benchmarks and metrics vs. how they ‘feel’ things are going
  • The opinions of whether CS should own revenue or not is completely irrelevant as the goals are similar, the team should be united and therefore measured (and compensated) on the same/or similar metrics
  • Hyper-personalization  together with client success stories is a powerful combination for New Logos and expansion alike (N&E)
  • Test your "ways of working" in an unscalable manner first and then figure out how to automate & scale it up
  • AI is a tool - not a replacement for you role - it needs to be leveraged in order to help you get out of reactive mode and into proactively growing your account
  • Current state of startup economics and how that relates to Customer Success within these businesses
  • The trend towards de-centralizing CS into a strategy instead of just an org
  • Taking lessons from B2C
  • Transitioning PS from a cost center to a revenue center
  • Equality and Equity in the workplace

Like I said, a wide variety of topics. Enjoy! I know I sure did...

Christine's LinkedIn: https://www.linkedin.com/in/christineraby/
DeliverDelight: https://www.deliverdelight.xyz/

Shoutouts:

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

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. 

Website:
For more information about the show or to get in touch, visit DigitalCustomerSuccess.com.

Buy Alex a Cup of Coffee:
This show runs exclusively on caffeine - and lots of it. If you like what we're, consider supporting our habit by buying us a cup of coffee: https://bmc.link/dcsp

Thank you for all of your support!

The Digital Customer Success Podcast is hosted by Alex Turkovic

🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com 


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