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TL;DR - On 4-Sept, I'm doing a masterclass on making your meetings FAR more efficient and effective. Learn more and sign-up here. Meetings are the most expensive thing we do in Customer Success—both in actual and opportunity cost—yet most of them are a waste of those resources. If you’ve mastered meetings—getting attendees interested, setting up agendas, using async carveouts, self-service deflection, and ensuring proper follow-up—feel free to skip this workshop. You’re good. But if you’re frustrated by no-shows, cancellations, or feeling like meetings are eating up time better spent elsewhere, I’ve got something for you. On Wednesday, September 4, 2024, I’m hosting a Customer Engagement Masterclass on Powerful Meetings. I’ll cover everything you need to make your meetings more effective and efficient. And to make sure you can attend live, I'm doing two sessions - early and late.- that should cover most time zones. Kind of. Early Bird Pricing: $100 for the first 50 sign-ups (regular price $250). See the agenda and sign-up here. It's a google doc. If you need a fancy landing page, you won't like the workshop. Don't wait—the discount ends after 50 spots. BTW: Get ready, because I'm going to talk about meetings until we do this workshop. So if you've got meetings down and just can't improve, you may want to unsubscribe or mute me. But if you recognize your meetings could be better, consume what I share and come to the workshop on 4-Sept. You, your manager, your team, and most importantly your customers will thank you. ... |
I help SaaS companies Maximize LTV through Customer-centric Upselling
TL;DR: Join us for Introduction to Agentic Workflows for Customer Success on Wednesday, March 25, 2026 at 12PM Eastern. There's a lot of hype around this topic, but honestly... some of it is earned. This is game-changing stuff... but only if you use it the right way. Learn more and sign-up here.Everyone is talking about AI agents. Your leadership is asking about them. Vendors are pitching them. And if you're being honest, you're not totally sure what any of it actually means for you and your...
While SaaS stocks got destroyed because of the threat of AI, we were spinning up AI agents at ListKit that make our team 5x more productive. We have Agentic workflows that literally do work for our customers they can't and don't want to do themselves allowing us to open up an entirely new revenue stream. We pivoted our underlying infrastructure to optimize for AI, which unlocked customer-facing product enhancements we couldn't have shipped before. Our customers are getting better results....
It's Friday. Somewhere right now, one of your customers is looking at what they pay you every month, looking at what they actually use, and thinking: "I could just vibe code this on Lovable this weekend." But here's the thing. Most of them don't actually want to. They don't want the headache. They don't want to maintain it. They don't want to be the person who ripped out a working tool and replaced it with something they duct-taped together in Claude over a weekend. They just want you to know...