Brian, an entrepreneur specializing in customer success and SaaS solutions, joins Jordan, a business owner at Rally, for a lively discussion. They tackle the art of redefining success while balancing work and personal life, sharing amusing anecdotes about ski trips. The duo also discusses strategic hiring and the importance of provocative advertising in today's market. They dive into optimizing sales pipelines and innovative product strategies, all while highlighting the surprising digital prowess of kids and the evolving landscape of e-commerce.
The recent success in securing a significant deal within 12 days illustrates the effectiveness of their cold email outreach strategy.
Hiring a customer success manager is expected to enhance productivity by delegating support duties, allowing for greater focus on critical tasks.
Deep dives
Celebrating Quick Success
The recent closure of a significant two-year deal is highlighted as a major achievement for the team, demonstrating the effectiveness of their outreach efforts. The deal was secured within just 12 days of initial contact, marking this as the fastest turnaround for the team thus far. Cold email outreach led to a seamless transition into a demo and subsequently a pricing discussion, showcasing a streamlined sales process. However, concerns are raised about potential pitfalls that may arise from such a rapid timeline, balancing excitement with a need for caution.
Balancing Work and Personal Life
The challenge of managing time effectively in a busy workweek is discussed, especially the struggle to complete intended tasks. Despite feeling overwhelmed by existing responsibilities, the speaker manages to prioritize the execution of tasks alongside team dynamics. As a strategic move, a customer success hire is confirmed, which is expected to reduce workload by taking over customer support duties and free up time for more critical responsibilities. The introduction of this new team member is anticipated to elevate the efficiency of handling customer inquiries and foster growth within the company.
Efficient Scheduling and Call Management
The importance of managing calls and scheduling is emphasized, with insights shared about how calls can disrupt productivity. It is noted that days with fewer calls allow for deeper focus on work projects, while packed call schedules can lead to less accomplished work overall. The conversation also touches upon various personal techniques for organizing time, including setting alarms ahead of meetings to ensure preparedness. This strategic approach to scheduling serves to highlight the difference between productive and unproductive workdays.
Exploring New Consulting Opportunities
A new venture into product strategy consulting for SaaS companies is introduced, marking a return to consulting after several years. The focus is on working within defined 'planning sprints' to assist established companies in scoping and planning new features or product extensions. This method not only allows for efficient use of both parties’ time but also ensures that strategic decisions are made with a thorough understanding of technical architecture and customer needs. Through this work, the speaker aims to provide valuable insights and foster effective product development strategies that contribute to their clients' long-term success.
Customer Success. Offers product. Consulting aint so bad. Hiring a video editor. Redefining success. Not enough time. Ski trips with kids. Ski trips with adults. Selling before launching. Alarms.