Jordan, CEO of Rally, and Brian, founder of fullstackfounder.co, discuss the art of customer success and the importance of effective onboarding. They explore challenges in hiring and nurturing talent, and the impact on product development. The duo also shares insights on energizing merchant engagement as the new year kicks off, emphasizing the need for agile marketing strategies. With coffee as a companion, they navigate the intricacies of project management and the importance of targeted messaging in enhancing customer experiences.
Hiring a dedicated customer support person is crucial for enhancing client onboarding and effective software adoption, freeing up time for new ventures.
Establishing a strong sales pipeline and accurately managing task estimations are essential for aligning team efforts and driving business growth.
Deep dives
Hiring for Customer Support
The speaker discusses the need to hire a customer support person to enhance customer success for their business, ClarityFlow. This role would primarily focus on onboarding new customers and helping them adopt the platform effectively. The speaker emphasizes the importance of not just answering queries, but also guiding clients in structuring their coaching businesses and integrating the software into their operations. Having someone dedicated to customer support is expected to free up the speaker's time, allowing them to concentrate on their new venture, Full Stack Founder.
Generating Sales Pipeline
The importance of generating a robust sales pipeline is highlighted as the speaker gears up for the year with renewed energy. The productivity shift from December's quiet phase to January's action-oriented environment creates a sense of urgency in driving sales. The speaker feels a shared responsibility with account executives to fill their pipeline by engaging in calls and demos, which boosts overall morale. Ultimately, the goal is to close deals and ensure team alignment in achieving sales targets.
Launching a New Business Website
The speaker successfully launches a new website for their business, Full Stack Founder, after a week of effort, a duration that exceeded initial expectations. The website aims to serve as a hub for content growth, SEO-optimized articles, and service offerings, helping establish the business's online presence. In addition, the speaker begins creating YouTube content as part of promoting the new venture. This project involved balancing speed with attention to detail, as the speaker emphasizes the importance of integrating essential elements from the start rather than postponing them.
Balancing Product Launch Expectations
The speaker reflects on the challenge of accurately estimating tasks and managing expectations when launching a new product offering. This includes acknowledging that working with larger brands presents unique complexities and taking incremental steps to gather feedback during the product rollout. Furthermore, the importance of creating targeted marketing assets to align with sales efforts is recognized. Through trial and error, the speaker aims to refine processes and confidently engage with high-value clients by offering solutions tailored to their needs.
Energizing the pipeline, energizing customer success, shipping a marketing site, unrealistic time estimations, getting snowed in, too much coffee (or not enough?)...