show episodes
 
Humans don’t think and act like computers. So why are you setting your CS strategy based solely on logic? Join Customer Success Expert turned Brain-based CS Leadership and Strategy Coach, Rachel Provan, each Wednesday as she pulls back the curtain on how to use Cognitive, Behavioral, and Evolutionary psychology to create positive influence with your customers, and your internal teams. So if you want to unlock customer-led growth, get buy-in from the C-suite, and skyrocket your career - this ...
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Nobody’s prepared to grow a billion-dollar business from square one. So we’re learning from revenue leaders who have already done it. Join host Alex Kracov, former VP of Marketing at Lattice and now Founder and CEO of Dock, as he has candid conversations with successful revenue leaders about their business growth stories. We’ll talk to sales, marketing, and customer success leaders about their growing pains. We’ll interview founders who have built companies from the ground-up. And we’ll talk ...
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show series
 
Don Otvos, RevOps leader and current GTM Strategist and Platform Evangelist at Chili Piper, shares the story of how one difficult conversation with a former boss made him switch career tracks after 20 years in sales. Since then, he has networked his way to a successful RevOps leadership career at companies like Yammer, SalesLoft, and LeanData. Don …
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Melissa Rosenthal's first job out of college was as an intern at BuzzFeed. In her 6 years with the company, she rose to Global VP of Creative, delivering more than $50M in native ad revenue and $100M in branded content. She also helped ClickUp 100X their revenue growth as their Chief Creative Officer. Today, she's the co-founder of Outlever, a new …
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Catie Ivey is the Chief Revenue Officer at Walnut — a leader in interactive demo platforms. Catie has built a standout career in sales, leading teams at some of the biggest names in marketing tech, including Marketo, Demandbase, and Pendo. Today, we’re taking a journey through pivotal moments in Catie’s career that shaped her approach to sales lead…
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Have you ever wondered why your customers say they want a result - and then don’t do ANY of the things you tell them to? No, it’s not that they’re lazy or bad-fit customers… You're just not speaking to the way human brains actually work! Join Rachel ProvanJoin Rachel Provan to learn the secrets of how people really make decisions, and how you can u…
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Nobody prepares you for the jump from CSM to CS leader. But Rachel Provan is trying to change that. Rachel is a customer success leadership coach, helping CS leaders and early-stage companies build customer success strategies and leadership habits that scale. Nobody prepares you for the jump from CSM to CS leader. But Rachel Provan is trying to cha…
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Most of our guests are builders, but Wynne Brown is a fixer. Learn how she's slashed churn, expanded renewals, and professionalized Sales and CS teams at Monster, GitHub, Seal Software/Docusign, Fable, RocketReach, and more. Wynne Brown spent the last two decades coming into scaling companies with leaky revenue — where she rights the ship, and then…
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Chris Michelmore, Head of Mid Market Acquisition at Zoom, tells the nine-year story of how he ascended from first-time SDR to senior sales leader. It's rare for a first-time SDR to stick around long enough to become a sales leader at that same company. But that's exactly how Chris Michelmore became the Head of Mid Market Acquisition at Zoom. This w…
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Just got that big promotion and now you're leading your former peers? Feeling overwhelmed by the sudden shift in responsibilities and relationships? It's time to equip yourself with the leadership skills you need to excel in your new role! In this episode, we break down the crucial lessons every new leader needs to learn when transitioning from pee…
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Matt Green, Co-Founder and CRO of Sales Assembly, shares the company's founding story, the keys to a great sales training program, plus the biggest sales skills most teams are missing today. Some of today's best companies started over a cup of coffee. That's how Matt Green and his co-founder, Jeff Rosset, started Sales Assembly – the go-to sales re…
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Monica Perez, Head of Customer Success at Notion, shares the four-year journey of building Notion's foundational CS team. Customer Success at a product-led company is a completely different animal. When Monica Perez was brought in to grow Notion's foundational customer success team, they were already at $40 million in revenue. Today, Monica joins A…
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Have you ever struggled to get customers to see things your way, even when you know you're right? The problem might be that you're up against some powerful cognitive biases that impact how people process information and make decisions. In this eye-opening episode, Rachel chats with Dan Smaida, author of "The Psychology of Advice" and an expert in u…
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Are you starting a new CS leadership role and feeling overwhelmed? Do you want to make a great first impression but don't know where to start? Jump into this episode to discover a step-by-step guide for onboarding yourself in a new CS Leadership role. Learn how to prioritize tasks, build relationships, and how to set yourself up for long-term succe…
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Are you struggling to balance business results with employee well-being? Do you wonder how to create a high-performing team while treating them with humanity? It's time to explore the transformative impact of human-first leadership in customer success. Join Rachel Provan as she sits down with Easton Taylor, SVP of Customer Success at Gainsight, to …
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More customer success leaders than ever report being overwhelmed by the never-ending demands of their careers. Are you? In this episode of Psychology of Customer Success, Rachel reveals her favorite tools designed to help CS leaders stay organized and efficient - even when things are coming at you a million miles an hour! Discover how to build fast…
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Do you struggle to stay productive amidst constant task switching? Join Rachel as she delves into the major issue of task and channel switching. Discover what task switching is, why it's a significant problem in the customer success industry, and learn practical tips to minimize its impact. From creating pockets of focus work to batch tasking and s…
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Devin Bramhall, growth advisor and former CEO of Animalz—the content marketing agency for companies like Amazon, Google, and Intercom—shares candid stories about 3xing the agency's revenue to $11.5M in only 2 years. Devin Bramhall is a content marketing legend. After 3xing revenue to $11.5M in only 2 years at Animalz, she went on to build a success…
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Are you overlooking your biggest accomplishments? Discover a powerful tool to help you track, quantify, and showcase your achievements - the accomplishment tracker. By spending just 15 minutes a week, you can avoid the pitfalls of recency bias and clearly demonstrate the value you bring to your company. Here's what you'll learn: Why we naturally un…
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Eloise (Shuttleworth) Salisbury, newly named Chief Customer Officer at AutogenAI, recounts lessons from 5 years of building Iterable's customer success program from the ground up, how she's approaching her first 90 days in a new CS leadership role, and why she founded Women in SaaS. What does it take to build an enterprise-level customer success pr…
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Derek Osgood, Founder & CEO of Ignition, shares product marketing lessons from leading 9 major launches at PlayStation, reinventing a software category at Rippling, and founding Ignition—a product management platform. Derek Osgood is a career product marketer turned founder. He's made a career out of leading product launches at PlayStation and Ripp…
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Struggling to adapt to changes in your CS Leadership Role? Feel like you’re always dealing with problems outside of your control? Join Madelyn DePrey, Global VP of Customer Success at Aircall, as she shares her expertise on rising through the ranks to executive leadership by mastering change, overcoming victim mentality, and learning from sales to …
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Jen Igartua, CEO at Go Nimbly, shares what she's learned in her 8 years of building a service-based business, plus tons of advice for RevOps teams. Jen Igartua, CEO of Go Nimbly, joins Alex on this week's episode to talk all things RevOps. First she uncovers what went into building her RevOps consultancy, including how they developed their service …
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Managing up isn't what you think... Do you ever feel like your boss just doesn't "get it"? It's time to get on the same page and rebuild your working relationship from the ground up. This episode breaks down a new perspective on "managing up" that prioritizes collaboration and mutual consideration over power struggles. YOU'LL DISCOVER: What managin…
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Casey Armstrong, CMO of ShipBob, shares marketing lessons from his 5 years growing ShipBob to a $1b valuation. Casey Armstrong knows his way around ecommerce marketing – he's led both B2B and B2C marketing teams during his career. On this week's episode, Alex and Casey go deep on ShipBob’s startup marketing strategy, including: Why they started wit…
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Are your "best customers" actually as loyal as you think? Or could it just be a matter of convenience? Join me as I talk to the brilliant Ali Cudby and she shares her insightful take on the different levels of customer loyalty, and how we can help get more of our customers to the highest level - the Lucrative Loyal! BY THE TIME YOU FINISH LISTENING…
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Open AI's Conor Dragomanovich shares his personal sales career growth story at Productboard, where he went from founding AE to VP of Commercial Sales in only 5 years. As a two-time founding AE, Conor Dragomanovich knows all about what it takes to start and build a successful sales team. On today's episode, Conor and Alex chat about Productboard's e…
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Is your onboarding process falling flat? Are you struggling with low adoption rates despite your best efforts? It's time to rethink your approach and consider the psychology behind effective onboarding. Dive into the reason why traditional onboarding methods often fail and what you can do to revolutionize your onboarding process for better customer…
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Chris Gadek, CRO at AdQuick, shares the company's growth story and best practices for out-of-home advertising in B2B. Out-of-home advertising is one of the most underrated strategies for B2B startups. Billboards might feel like a tactic reserved for large corporations, but Chris Gadek from AdQuick actually recommends them for Series A startups. Tha…
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Is it possible to motivate your team without paying them more? In a time when workloads are doubling and raises are scarce – How can you keep your team motivated - even EXCITED - to give it their all? Money matters - no question about it. But it's only a small piece of what actually impacts job performance. Now I'm not saying to be cheap! Pay your …
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Lish Barber, Senior Director of Enablement at Sigma Computing, shares stories and lessons from building early enablement programs at iHeartMedia, Algolia, and Sigma Computing. After starting her career in sales at iHeartMedia, Lish Barber accidentally fell into a sales operations role overnight. It was there that she started her long career in enab…
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Learn about the effectiveness of SMART goals in customer success and explore alternative goal-setting strategies that align with human psychology and brain science, including practical tips on setting and achieving goals that are more motivating, achievable, and relevant to the priorities of CS professionals. Are SMART goals stupid? Do you struggle…
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Are You Falling for This Common Misconception About Your CEO's Support for Customer Success? Many customer success leaders believe their CEOs fully support customer success just because they say they do. But what if this belief is based on a misunderstanding? This episode dives into the dangers of assuming your CEO's initial enthusiasm equates to o…
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Bob London and I discuss the power of Radically Authentic Discovery in customer success, emphasizing deep listening and strategic questioning to uncover true customer insights and drive engagement. Bob shares practical tips and the psychological foundations behind his method, inspiring CS leaders to adopt a more human-centered approach in their con…
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Pete Hancock, former VP of National Sales at Yelp and current SVP of Global Sales at Restream, shares stories from the early days of Yelp's go-to-market plan. During his 11 years at Yelp, Pete Hancock helped the then-startup grow from $1m in revenue to over $750m. He also built a rigorous sales program that trained thousands of AEs. In this episode…
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Are you struggling to get your ideas across to the C-suite in your Customer Success role? Do you feel like they just don't see the urgency or importance of your CS initiatives and customer feedback, despite your best efforts? If this sounds familiar, you might be missing a crucial tool in your arsenal: strategic presentations. But it's not just abo…
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If you're feeling the weight of imposter syndrome in your leadership role, constantly battling with thoughts that you're not good enough, welcome to the club! The pressure to appear perfect, handle everything on your own, and know everything can be overwhelming. Thankfully, none of those things are actually necessary. Let's explore effective strate…
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Kyle Norton, CRO of Owner, shares learnings from launching Shopify's retail POS program and building Owner's sales team. Kyle Norton has led sales teams at two unicorn companies — League and Shopify. While leading sales at League, he grew revenue to $20 million and scaled their sales team to 40 reps. 3 years later, he joined Shopify as Head of Reve…
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Why You Know Less Than You Think: Cognitive Biases in Customer Success Join me as we explore the Dunning-Kruger effect, a cognitive bias that can impact customer success. Discover how overestimating abilities and misunderstanding customer needs can lead to challenges in the CS field. But what happens when we realize we don't know as much as we thou…
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Hector Hernandez, CRO at Teleport, shares sales lessons from taking two developer-focused platforms — LaunchDarkly and Teleport — upmarket. When Hector Hernandez joined LaunchDarkly in 2017, they already had $1 million in revenue. Instead of focusing just on scaling, they were looking for a sales team to help them evolve past their PLG motion. Sinc…
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Do you avoid giving negative feedback because you don't want to upset your employees? Do you ever worry they won't like you? You’ll learn why it’s so hard to give negative feedback, what the consequences are for avoiding it, and a proven (Provan?) framework for delivering it in a way that gets results without sending the other person into a shame s…
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Jason Fishkind recounts Sprinklr's sales journey from $5m to $500M in ARR. Sprinklr is one of the biggest names in social media management, but it didn't start out that way. As Sprinklr's first AE, Jason Fishkind helped the company 100x their growth from $5M to $500M ARR -- accelerating them through their IPO and earning a valuation of over $4 bill…
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Failure happens to all of us. In this episode, we'll delve into the often-feared concept of failure and discover its hidden potential for growth and learning. We'll explore the essential role of mindset, how to differentiate between a fixed mindset and a growth mindset, and uncover sneaky signs that a fixed mindset holding you back in both your per…
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Robby Allen, CRO of AgentSync, shares sales leadership stories from his time as Director of Sales Development at Zenefits. Zenefits is one of the most infamous hypergrowth stories in SaaS history, growing to over $70 million ARR and a $4 billion valuation from 2013 to 2016. But their hypergrowth came at a cost. Insurance compliance issues resulted …
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Have you struggled to find best practices on the customer journey? Or perhaps your CEO says you have one already - but when you look it's all about the pre-sales cycle... It turns out there are a few small - kind of stupid - reasons it's such a struggle. You'll learn the limitations of traditional customer journeys that focus on the company's persp…
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Want to know a secret? Setting your CS strategy is the easy part! What often prevents MOST CS leaders from achieving the results and recognition they hope for is their mindset. We'll dive into what the heck mindset is, how it affects your results, and how it needs to change as you move from an individual contributor to a leader. BY THE TIME YOU FIN…
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Do you feel completely overburdened with work - but can't begin to imagine how to show someone else how to do it? Worried it won't get done correctly and you will be blamed? Learn how to stop choosing short term benefit over long term success in this episode: It's just easier if I do it... BY THE TIME YOU FINISH LISTENING, YOU’LL DISCOVER: How to d…
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Wouldn't it be nice if customers would just do what we tell them to do so they can get what they say they want? Unfortunately, humans don't work that way. For better and worse, we're much more complicated. Dive into the fascinating fields of behavioral economics, neuroscience, and cognitive behavioral psychology to understand why people do the thin…
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Are you afraid to say no because you feel that you will come off as self-important or "not a team player"? Do you say yes to everything that people throw at you and believe you'll find a way to get it all done? If this rings a bell, you may have a "Helper Personality", as many in Customer Success do. It's a great quality to have, but like any stren…
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Chris Orlob shares his unlikely origin story as Gong's first marketer, sales leadership advice, and what it was like to transition entrepreneurship at Pclub. In 2015, Chris faced tough competition when his newly founded company, Conversature, went up against Gong -- the eventual category winner. Although he was forced to close his doors just one ye…
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Humans don't think or behave like computers. You can't just run a command and get them to do what you want them to do. So why are you still basing your CS strategy based solely on logic? I'm Rachel Provan, CS Leadership Coach, Award Winning CS Strategist, and Certified Psych Nerd. I teach CS leaders how to build and scale world-class CS departments…
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Todd Busler shares how his path from first go-to-market hire to VP of Sales at Heap led him to found his own tech company, Champify. Being an early sales hire is a great test run for being a founder. As the first sales hire at Heap, Todd helped the company grow from $300k to $40 million ARR and 10x their average contract value. Six years later, he …
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