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Andy Paul is the author of his new book, "Sell without Selling Out: A Guide to Success On Your Own Terms." Guess what we talked about. Andy hooked me very early on in the book when he said that the purpose of his book is to "turn your back on salesy behaviors," which is how he defines "selling out." More about Andy: * His book: https://www.amazon.com/Sell-without-Selling-Out-Success-ebook/dp/B09G8464LL/ref=sr_1_1?keywords=selling+without+selling+out&qid=1646704184&sprefix=selling+without+se%2Caps%2C111&sr=8-1 * His website: https://www.andypaul.com/ * On Linkedin: https://www.linkedin.com/in/realandypaul/ More about ServiceRocket: * Visit ServiceRocket.com: https://www.servicerocket.com/ * On Linkedin: https://www.linkedin.com/company/servicerocket/ * On Twitter: https://twitter.com/servicerocket * On Facebook: https://www.facebook.com/ServiceRocket/ * On Instagram: https://www.instagram.com/servicerocket/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit helpingsells.substack.com

We are doing a special series of episodes leading up to Rocketlane's Propel22, the world's first customer onboarding conference, in which we will talk to many of the Propel22 conference speakers to preview their talks and see what we can do to further the customer onboarding category. We all know that the best thing we can do the help customers be successful is set them up for success right from the start. In this episode we talk to Mikael Blaisdell, executive director of the Customer Success Association about his Rocketlane Propel22 talk. Register for Propel22: https://rocketlane.com/propel More about ServiceRocket: * Visit ServiceRocket.com: https://www.servicerocket.com/ * On Linkedin: https://www.linkedin.com/company/servicerocket/ * On Twitter: https://twitter.com/servicerocket * On Facebook: https://www.facebook.com/ServiceRocket/ * On Instagram: https://www.instagram.com/servicerocket/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit helpingsells.substack.com

We are doing a special series of episodes leading up to Rocketlane's Propel22, the world's first customer onboarding conference, in which we will talk to many of the Propel22 conference speakers to preview their talks and see what we can do to further the customer onboarding category. We all know that the best thing we can do the help customers be successful is set them up for success right from the start. In this episode we talk to Jeff Kushmerek, CEO & founder of Infinite Renewals about his Rocketlane Propel22 talk. Register for Propel22: https://rocketlane.com/propel More about ServiceRocket: * Visit ServiceRocket.com: https://www.servicerocket.com/ * On Linkedin: https://www.linkedin.com/company/servicerocket/ * On Twitter: https://twitter.com/servicerocket * On Facebook: https://www.facebook.com/ServiceRocket/ * On Instagram: https://www.instagram.com/servicerocket/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit helpingsells.substack.com

We are doing a special series of episodes leading up to Rocketlane's Propel22, the world's first customer onboarding conference, in which we will talk to many of the Propel22 conference speakers to preview their talks and see what we can do to further the customer onboarding category. We all know that the best thing we can do the help customers be successful is set them up for success right from the start. Star Hofer is vice president of customer success at PartnerStack, multi-time top customer success influencer, and a customer success mentor coach at Catalyst Software. Register for Propel22: https://rocketlane.com/propel More about ServiceRocket: * Visit ServiceRocket.com: https://www.servicerocket.com/ * On Linkedin: https://www.linkedin.com/company/servicerocket/ * On Twitter: https://twitter.com/servicerocket * On Facebook: https://www.facebook.com/ServiceRocket/ * On Instagram: https://www.instagram.com/servicerocket/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit helpingsells.substack.com

We are doing a special series of episodes leading up to Rocketlane's Propel22, the world's first customer onboarding conference, in which we will talk to many of the Propel22 conference speakers to preview their talks and see what we can do to further the customer onboarding category. We all know that the best thing we can do the help customers be successful is set them up for success right from the start. Peter Armaly is VP of Customer Success at ESG, advisor and board member and former customer exec at Oracle, BMC Software, and Eloqua. Register for Propel22: https://rocketlane.com/propel More about ServiceRocket: * Visit ServiceRocket.com: https://www.servicerocket.com/ * On Linkedin: https://www.linkedin.com/company/servicerocket/ * On Twitter: https://twitter.com/servicerocket * On Facebook: https://www.facebook.com/ServiceRocket/ * On Instagram: https://www.instagram.com/servicerocket/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit helpingsells.substack.com

We are doing a special series of episodes leading up to Rocketlane's Propel22, the world's first customer onboarding conference, in which we will talk to many of the Propel22 conference speakers to preview their talks and see what we can do to further the customer onboarding category. We all know that the best thing we can do the help customers be successful is set them up for success right from the start. Rod Cherkas is the CEO of HelloCCO, a strategy consultancy and advisory firm to CCOs. His Propel22 talk is about packing services offerings to support fast growth. Register for Propel22: https://rocketlane.com/propel More about ServiceRocket: * Visit ServiceRocket.com: https://www.servicerocket.com/ * On Linkedin: https://www.linkedin.com/company/servicerocket/ * On Twitter: https://twitter.com/servicerocket * On Facebook: https://www.facebook.com/ServiceRocket/ * On Instagram: https://www.instagram.com/servicerocket/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit helpingsells.substack.com

We are doing a special series of episodes leading up to Rocketlane's Propel22, the world's first customer onboarding conference, in which we will talk to many of the Propel22 conference speakers to preview their talks and see what we can do to further the customer onboarding category. We all know that the best thing we can do the help customers be successful is set them up for success right from the start. Irit Eizips is the chief customer officer and CEO of CSM Practice, the leading customer success strategy firm for executives. Register for Propel22: https://rocketlane.com/propel More about ServiceRocket: * Visit ServiceRocket.com: https://www.servicerocket.com/ * On Linkedin: https://www.linkedin.com/company/servicerocket/ * On Twitter: https://twitter.com/servicerocket * On Facebook: https://www.facebook.com/ServiceRocket/ * On Instagram: https://www.instagram.com/servicerocket/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit helpingsells.substack.com

We are doing a special series of episodes leading up to Rocketlane's Propel22, the world's first customer onboarding conference, in which we will talk to many of the Propel22 conference speakers to preview their talks and see what we can do to further the customer onboarding category. We all know that the best thing we can do the help customers be successful is set them up for success right from the start. Donna Weber runs Springboard Solutions and is author of "Onboarding Matters: How Successful Companies Transform New Customers into Loyal Champions." Register for Propel22: https://rocketlane.com/propel More about ServiceRocket: * Visit ServiceRocket.com: https://www.servicerocket.com/ * On Linkedin: https://www.linkedin.com/company/servicerocket/ * On Twitter: https://twitter.com/servicerocket * On Facebook: https://www.facebook.com/ServiceRocket/ * On Instagram: https://www.instagram.com/servicerocket/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit helpingsells.substack.com

We are doing a special series of episodes leading up to Rocketlane's Propel22, the world's first customer onboarding conference, in which we will talk to many of the Propel22 conference speakers to preview their talks and see what we can do to further the customer onboarding category. We all know that the best thing we can do the help customers be successful is set them up for success right from the start. Mary Poppen is the Chief Strategy & Customer Officer at involve.ai, which helps companies prevent churn, grow revenue, and deliver customer outcomes with customer intelligence. Register for Propel22: https://rocketlane.com/propel More about ServiceRocket: * Visit ServiceRocket.com: https://www.servicerocket.com/ * On Linkedin: https://www.linkedin.com/company/servicerocket/ * On Twitter: https://twitter.com/servicerocket * On Facebook: https://www.facebook.com/ServiceRocket/ * On Instagram: https://www.instagram.com/servicerocket/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit helpingsells.substack.com

We are doing a special series of episodes leading up to Rocketlane's Propel22, the world's first customer onboarding conference, in which we will talk to many of the Propel22 conference speakers to preview their talks and see what we can do to further the customer onboarding category. We all know that the best thing we can do the help customers be successful is set them up for success right from the start. My guest today is Kristi Faltorusso, VP of customer success at ClientSuccess, multi-time top 25 customer success influencer, advisor to numerous organizations, and founder of Keep It Simple, a content experience portal for customer success professionals. Register for Propel22: https://rocketlane.com/propel More about ServiceRocket: * Visit ServiceRocket.com: https://www.servicerocket.com/ * On Linkedin: https://www.linkedin.com/company/servicerocket/ * On Twitter: https://twitter.com/servicerocket * On Facebook: https://www.facebook.com/ServiceRocket/ * On Instagram: https://www.instagram.com/servicerocket/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit helpingsells.substack.com

We are doing a special series of episodes leading up to Rocketlane's Propel22, the world's first customer onboarding conference, in which we will talk to many of the Propel22 conference speakers to preview their talks and see what we can do to further the customer onboarding category. We all know that the best thing we can do the help customers be successful is set them up for success right from the start. In this episode we talk to Ed Powers, customer success consultant, multi-time top 25 customer success influencer, and organizer of the Colorado Customer Success Meetup. Register for Propel22: https://rocketlane.com/propel More about ServiceRocket: * Visit ServiceRocket.com: https://www.servicerocket.com/ * On Linkedin: https://www.linkedin.com/company/servicerocket/ * On Twitter: https://twitter.com/servicerocket * On Facebook: https://www.facebook.com/ServiceRocket/ * On Instagram: https://www.instagram.com/servicerocket/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit helpingsells.substack.com

We are doing a special series of episodes leading up to Rocketlane's Propel22, the world's first customer onboarding conference, in which we will talk to many of the Propel22 conference speakers to preview their talks and see what we can do to further the customer onboarding category. We all know that the best thing we can do the help customers be successful is set them up for success right from the start. This episode is with Kristen Hayer is the founder and CEO of The Success League, multi-time Top 25 customer success influencer, and fellow board member of the Customer Success Leadership Network. Register for Propel22: https://rocketlane.com/propel More about ServiceRocket: * Visit ServiceRocket.com: https://www.servicerocket.com/ * On Linkedin: https://www.linkedin.com/company/servicerocket/ * On Twitter: https://twitter.com/servicerocket * On Facebook: https://www.facebook.com/ServiceRocket/ * On Instagram: https://www.instagram.com/servicerocket/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit helpingsells.substack.com

We are doing a special series of episodes leading up to Rocketlane's Propel22, the world's first customer onboarding conference, in which we will talk to many of the Propel22 conference speakers to preview their talks and see what we can do to further the customer onboarding category. We all know that the best thing we can do the help customers be successful is set them up for success right from the start. This episode is with Maranda Dziekonski, Chief Customer Officer at Swiftly, multi-time top 25 customer success influencer, and fellow board member of the Customer Success Leadership Network. Register for Propel22: https://rocketlane.com/propel More about ServiceRocket: * Visit ServiceRocket.com: https://www.servicerocket.com/ * On Linkedin: https://www.linkedin.com/company/servicerocket/ * On Twitter: https://twitter.com/servicerocket * On Facebook: https://www.facebook.com/ServiceRocket/ * On Instagram: https://www.instagram.com/servicerocket/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit helpingsells.substack.com

We are doing a special series of episodes leading up to Rocketlane's Propel22, the world's first customer onboarding conference, in which we will talk to many of the Propel22 conference speakers to preview their talks and see what we can do to further the customer onboarding category. We all know that the best thing we can do the help customers be successful is set them up for success right from the start. This episode is with Emilia D'Anzica, Managing Director at Growth Molecules, the growth revenue advisors who delivers data-driven customer success strategies. Register for Rocketlane Propel22: https://rocketlane.com/propel More about ServiceRocket: * Visit ServiceRocket.com: https://www.servicerocket.com/ * On Linkedin: https://www.linkedin.com/company/servicerocket/ * On Twitter: https://twitter.com/servicerocket * On Facebook: https://www.facebook.com/ServiceRocket/ * On Instagram: https://www.instagram.com/servicerocket/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit helpingsells.substack.com

Sri Ganesan is the co-founder and CEO of Rocketlane, the customer onboarding platform. We are doing a special series of episodes leading up to Rocketlane's Propel22, the world's first customer onboarding conference, in which we will talk to many of the Propel22 conference speakers to preview their talks and see what we can do to further the customer onboarding category and help you develop your own official onboarding methodology. Because we all know, that the best thing we can do the help customers be successful is set them up for success right from the start. Rocketlane Propel22 is being held March 15 - 16, 2022 at a virtual location near you. Visit the rocketlane.com/propel to see the speaker line up and agenda. Please save your spot and register here: https://rocketlane.com/propel More about Sri: * His company, Rocketlane: https://www.rocketlane.com/ * Rocketlane Propel22 Conference: https://www.rocketlane.com/propel More about ServiceRocket: * Visit ServiceRocket.com: https://www.servicerocket.com/ * On Linkedin: https://www.linkedin.com/company/servicerocket/ * On Twitter: https://twitter.com/servicerocket * On Facebook: https://www.facebook.com/ServiceRocket/ * On Instagram: https://www.instagram.com/servicerocket/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit helpingsells.substack.com

In this episode of Helping Sells Radio, I am sharing a recording of a webinar I facilitated about how software company CxOs should think about using customer education as a way to grow. I call it the Customer Education Growth Framework. The framework makes the process of developing customer training predictable. You just follow the steps. And when you do, you will know what goals to pursue, and what metrics to monitor on your way to growth. More about ServiceRocket: * Visit ServiceRocket.com: https://www.servicerocket.com/ * On Linkedin: https://www.linkedin.com/company/servicerocket/ * On Twitter: https://twitter.com/servicerocket * On Facebook: https://www.facebook.com/ServiceRocket/ * On Instagram: https://www.instagram.com/servicerocket/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit helpingsells.substack.com

Jared Orr is senior customer success manager at Electric and founder and host of the Founders & Mentors podcast. We know each other from being connected on Twitter and Linkedin. We finally met IRL on Helping Sells Radio to discuss customer success, his podcast, and going all in on his career. Side bar: I say we met IRL. It was on video. But I still say that is IRL. Only an analog native would think meeting on a video is not "in real life." It is real life to me. More about Jared: * On Twitter: https://twitter.com/jaredorr10 * On Linkedin: https://www.linkedin.com/in/jaredsorr/ * Founders & Mentors Podcast: https://foundersmentors.com/ More about ServiceRocket: * Visit ServiceRocket.com: https://www.servicerocket.com/ * On Linkedin: https://www.linkedin.com/company/servicerocket/ * On Twitter: https://twitter.com/servicerocket * On Facebook: https://www.facebook.com/ServiceRocket/ * On Instagram: https://www.instagram.com/servicerocket/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit helpingsells.substack.com

In this episode of Helping Sells Radio, we share a recording of a webinar we did about how software company customer education teams should build annual plans and learn to forecast instead of asking for a budget. Forecasting is a critical capability to learn, especially as your company prepares for possible IPO. Forecasting is a way to create your plan and then go after your plan. A budget is a license to spend. You don't want to be a spender. You want to be a forecaster. You gotta get good at this. And just to add, I did an episode with Debbie Smith who runs Smartsheet University, which is an excellent companion episode. So if you haven't listened to Debbie's episode go get it. Episode 327. She runs customer education as a P&L. She has to plan and forecast. Be like Debbie. More about ServiceRocket: * Visit ServiceRocket.com: https://www.servicerocket.com/ * On Linkedin: https://www.linkedin.com/company/servicerocket/ * On Twitter: https://twitter.com/servicerocket * On Facebook: https://www.facebook.com/ServiceRocket/ * On Instagram: https://www.instagram.com/servicerocket/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit helpingsells.substack.com

Paula Courtney is the CEO of The Verde Group, a leading customer experience consultancy. She recently ran a study of 9,400 consumers with Thomas Robertson from Wharton, to find out what customers consider "wow experiences." Harvard Business Review published an article to summarize the findings called, "Why Customer Loyalty Programs Can Backfire." The key takeaway for me was the idea that our goal should not be to "surprise and delight" customers. In fact, if our goal is to surprise and delight customers, we end up creating an illusion of progress. After all, what surprises and delights customers changes. Regularly. What works today, may not work tomorrow. We end up chasing an elusive prize. Instead what Courtney suggests we do is understand that whatever our value proposition is, the number one thing to do is consistently deliver on that value proposition. That seems more reasonable to me. And it's what customers actually want. More about Paula: * Her company, The Verde Group: https://verdegroup.com/ * Her HBR article, Why Customer Loyalty Programs Can Backfire: https://hbr.org/2021/05/why-customer-loyalty-programs-can-backfire * Her Interview on Knowledge @ Wharton: https://knowledge.wharton.upenn.edu/article/want-to-make-retail-customers-happy-give-them-a-wow-experience/ More about ServiceRocket: * Visit ServiceRocket.com: https://www.servicerocket.com/ * On Linkedin: https://www.linkedin.com/company/servicerocket/ * On Twitter: https://twitter.com/servicerocket * On Facebook: https://www.facebook.com/ServiceRocket/ * On Instagram: https://www.instagram.com/servicerocket/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit helpingsells.substack.com

Diana De Jesus is the Customer Success Manager Strategist at Catalyst.io, which is a brand new role for her and for Catalyst. We talked about  two of her Linkedin posts that caught my eye. One about her first year at Catalyst and another about what life is like using a customer success software tool, instead of a CRM, to do her customer success job. More about Diana: * On Linkedin: https://www.linkedin.com/in/dianadejesus/ * Catalyst: https://catalyst.io/ * Diana's first Linkedin post we talked about: https://www.linkedin.com/posts/dianadejesus_customersuccess-workanniversary-activity-6862400251127455745-zRpr * Diana's second Linkedin post we talked about: https://www.linkedin.com/posts/dianadejesus_customersuccess-saas-activity-6872573198999846913-b0oJ More about ServiceRocket: * Visit ServiceRocket.com: https://www.servicerocket.com/ * On Linkedin: https://www.linkedin.com/company/servicerocket/ * On Twitter: https://twitter.com/servicerocket * On Facebook: https://www.facebook.com/ServiceRocket/ * On Instagram: https://www.instagram.com/servicerocket/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit helpingsells.substack.com