Conducting Effective Meetings ft. Rachel Provan

“ Protect your calendar, if you leave it open other people are going to take that time because CS is useful to every other department & that’s great! But, if you let other people determine where your time is spent, it is going to be spent on their initiatives. " - Rachael Provan

Building great relationship with customers is a great way to level up customer success. Conducting meetings can become a pathway to build this relationship and deliver value to enrich the experience of customers. Josh sits down with Rachel Provan, VP of CS at Provan Success, to chat about:

• Bypassing the burnout & fatigue to lead a balanced an healthy life
• “why” and “why NOT” to have meetings
• Structuring agendas for internal team meetings
• Importance of documenting progress and accomplishments
• CS is complex, having patience is a virtue

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About Rachel Provan
Rachel is a Top 50 Customer Success Leader, LinkedIn influencer, and Coach. She has 10+ years of experience building and scaling Customer Success departments for B2B SaaS organizations and works closely with C-level executives and across departments to drive data-driven process improvements that raise customer satisfaction, product adoption, NRR, and NPS. She is recognized for improving client experience and self-sufficiency, streamlining operations, and consistently delivering results.

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