Lincoln Murphy

Who has time for Goal Discovery? (you do!)

Published 10 months ago • 1 min read

One of our podcast listeners asked, "Goal discovery makes total sense to me, but how am I supposed to make time to do this with 40+ clients? Help!"

Sound familiar? You know the importance of Goal Discovery but feel trapped by time constraints.

That's why, in this week's episode of Impact Weekly, Johan and I unravel the myth that Goal Discovery is an unattainable task for busy professionals. We dive into topics like:

  • Shifting priorities to make Goal Discovery actually feasible
  • How leaders can equip their teams with the confidence to embrace Goal Discovery
  • The dynamic nature of customer goals and the skills needed to stay aligned with them
  • And much more that will help you transform this "time-consuming" task into a habitual, effective part of your workflow!

Listen to the episode here and learn how Goal Discovery can become a seamless part of your daily routine.


BTW: Success Plan training starts next Monday (21-August).

This two-week program is all about working with customers in that "ongoing" phase of the lifecycle.

In this program you'll learn:

  • Goal Discovery Framework
  • Brainstorming Framework
  • Progress Milestones
  • Objection Breakthrough Formula
  • Joint Accountability
  • And so much more!

Our programs are a combination of on-demand and live sessions via Zoom. Even though this is a "virtual" program, space is limited due to the interactive nature of our live sessions.

Learn more about and sign-up for the Success Plan program today!


Lincoln Murphy

I invented Customer Success

Read more from Lincoln Murphy

In this context, "busy" is a feeling, one that leads CSMs to feel overwhelmed and eventually burnout. Busy isn't about the performance of activities, per se. You can have two CSMs, both spending 75% of their time on customer-facing activities, but the one performing efficiently won't just NOT feel "busy" but will feel productive and satisfied with their job, while the CSM operating inefficiently is suffering and looking for a way out. Here are a few ideas for you to make your CSMs feel less...

about 4 hours ago • 1 min read

Our 2-week Retention training and certificate program starts this Monday, June 17, 2024. This program is so unique because we take a different approach to Customer and Revenue retention. We focus on the differences between Proactive and Reactive Retention, how to move from the latter to the former through better prioritization, orchestration, and directing limited resources to higher-percentage activities. This program is practical in every sense of the word. Our Impact Academy programs are a...

2 days ago • 1 min read

“My CSMs are too busy to do Advocacy, Lincoln.” “So pile even more onto my overworked CSMs? Umm, No.” I’ve heard the same for Expansion, Renewal, etc. Weird how their CSMs are too busy to do things like Advocacy or Expansion but not too busy to: Do the work for the customer Work escalated support tickets Train individual users Answer the same questions over and over Have meetings when they’re not necessary Have super-inefficient meetings And so much more nonsense Saying their CSMs are "too...

5 days ago • 1 min read
Share this post