
Unchurned - The No. 1 podcast for Customer Success
The Unchurned podcast brings you the stories that will help you forge incredible customer relationships, prevent churn, & build institutional knowledge. The CS & BS series is a part of the Unchurned podcast wherein, with each episode, our hosts - Kristi Faltorusso, Jon Johnson, Josh Schachter, and special guests uncover the secrets of top leaders and innovators of companies so that you can advance your career and the performance of your customer success team.
Unchurned, and the CS&BS series, are presented by UpdateAI - https://update.ai/
Latest episodes

Aug 16, 2023 • 20min
Psychology Behind Influencing Customer Decisions ft. Ed Powers (Service Excellence Partners)
Every decision goes through emotional processing. How we feel about something at heart is way more important and impactful than what we think about something. So we need to lead with the heart and rationalize with logic. Ed Powers, a principal consultant at Service Excellence, joins Josh Schachter for an unchurned conversation about how customer success teams can use psychology to manage expectations, build trust, and drive customer success.Josh & Ed discuss- The danger of assuming others understand us- Creating shared accountability and understanding; setting expectations- Emotions drive decisions- The need for Efficiency, Effectiveness, and Exposure👉 Get the advice and insights you need to thrive in Customer Success. Subscribe to the CS Insider Newsletter👉 Sign up for UpdateAI - the only Zoom virtual assistant for customer-facing teams. 👉 Be the first to know when a new episode of Unchurned is dropped. Sign up for our newsletter at https://blog.update.ai/ 👉 Josh would love to connect to hear your feedback & suggestions. Get in touch with him on Linkedin.👉 Get the advice and insights you need to thrive in Customer Success. Subscribe to the CS Insider Newsletter

Aug 9, 2023 • 35min
Transitioning Into a Customer Success Role: The Before and After ft. Julie Raeder (CSM, Dooly)
Do you want to make a career switch and break into CS? Join Josh Schachter, Kristi Faltorusso, and Jon Johnson as they uncover the truth behind the preconceived notions of the customer success industry with Julie Raeder, CSM Dooly, who transitioned from education to customer success. Key Highlights- Importance of empathy and individualization in CS - Tailoring customer journeys and understanding needs- Creating lesson plans versus success plans- Lack of feedback and reliance on data- Recommendation to watch sales calls and study case studies to understand product and decision-making processes and much more" I assumed a lot of people would know what customer success is, like, internally, and then also, like, you know, in other businesses as well. " - Julie Raeder👉 Get the advice and insights you need to thrive in Customer Success - Subscribe to CS Insider Report👉 Get the advice and insights you need to thrive in Customer Success. Subscribe to the CS Insider Newsletter👉 Sign up for UpdateAI - the only Zoom virtual assistant for customer-facing teams. 👉 Be the first to know when a new episode of Unchurned is dropped. Sign up for our newsletter at https://blog.update.ai/ 👉 Josh would love to connect to hear your feedback & suggestions. Get in touch with him on Linkedin.👉 Get the advice and insights you need to thrive in Customer Success. Subscribe to the CS Insider Newsletter

Aug 2, 2023 • 36min
How to Keep Customers from Churning When Renewal Budgets Are Tight ft. Gillian Heltai, CCO (Lattice)
When every other business is cutting costs, it has become more important than ever to retain your customers.With a focus on retaining customers, Gillian Heltai, CCO of Lattice shares insights on her 2x2 framework to help you assess customer health and put in place strategies to retain customers during the downturn. Key Highlights- Tech downturn impacting budgets and renewal cycles- An economic framework for customer retention strategies- Assessing value: ask, adoption metrics, health score- Determining business health: ask customers, and analyze data- North Star Metric: health score elements, product adoption- Focus on best customers, reinforce value, gather resources- Health score drives customer engagement and retention- Helping customers during the crisis to retain advocates.We spend more of our time on the value than we do on the health of the customer." - Gillian HeltaiCheck out the framework: https://www.emcap.com/thoughts/playbook-for-retaining-customers-in-an-economic-downturn/👉 Get the advice and insights you need to thrive in Customer Success. Subscribe to the CS Insider Newsletter👉 Sign up for UpdateAI - the only Zoom virtual assistant for customer-facing teams. 👉 Be the first to know when a new episode of Unchurned is dropped. Sign up for our newsletter at https://blog.update.ai/ 👉 Josh would love to connect to hear your feedback & suggestions. Get in touch with him on Linkedin.👉 Get the advice and insights you need to thrive in Customer Success. Subscribe to the CS Insider Newsletter

Jul 26, 2023 • 47min
CS & BS: Who Wins the Tug-of-War, Team Customer Success or Team Sales? ft. Hamish Stephenson ( Selr.io)
There has been a long-standing cold war between Sales and CS. This episode addresses the tiff. The disconnect between the teams' expectations makes it challenging for organizations to prioritize the long-term health of the customer.Hamish Stephenson, Founder & CEO of, Selr.io joins our hosts, Josh Schachter, Kristi Faltorusso, Jon Johnson & Mickey Powell to defuse the tension between the two teams by discussing whether- CS needs to contribute to the sales process to improve customer retention and NRR- CSMs need recognition and fair compensation in comparison to sales representatives - Organisations need to learn to act upon the insights and recommendations by CSMs- Companies can balance the focus on growth and retention- A strong product can reduce the reliance on sales and customer success teams- Companies need to strike a balance between short-term revenue targets and long-term customer health👉 Get the advice and insights you need to thrive in Customer Success - Subscribe to CS Insider Report👉 Get the advice and insights you need to thrive in Customer Success. Subscribe to the CS Insider Newsletter👉 Sign up for UpdateAI - the only Zoom virtual assistant for customer-facing teams. 👉 Be the first to know when a new episode of Unchurned is dropped. Sign up for our newsletter at https://blog.update.ai/ 👉 Josh would love to connect to hear your feedback & suggestions. Get in touch with him on Linkedin.👉 Get the advice and insights you need to thrive in Customer Success. Subscribe to the CS Insider Newsletter

Jul 19, 2023 • 23min
Partnering With the Product Team for Customer Success Ft. Alli Tiscornia & Abby Hammer (ChurnZero)
The terrifying truth is that the prosperity or downfall of a SaaS organization depends on the value the product delivers to its customers. Despite the fact that the feedback loop between product and customer could be challenging, the efforts made by the CS & the product team to understand and prioritize customer input hugely decide the fate of our company. Alli Tiscornia, CCO & Abby Hammer, CPO at ChurnZero join Josh Schachter on this unchurned episode to discuss the importance of- Understanding the Customer Perspective while tailoring solutions- Having multiple methods of obtaining customer feedback- Avoiding unrealistic product promises - Involving the CS team in feature development- Developing a roadmap to present to customers- Reviewing enhancement requests and assigning a business impact valueYou can also binge-watch the Unchurned videos on our YouTube channel - https://www.youtube.com/@updateai9697👉 Get the advice and insights you need to thrive in Customer Success. Subscribe to the CS Insider Newsletter👉 Sign up for UpdateAI - the only Zoom virtual assistant for customer-facing teams. 👉 Be the first to know when a new episode of Unchurned is dropped. Sign up for our newsletter at https://blog.update.ai/ 👉 Josh would love to connect to hear your feedback & suggestions. Get in touch with him on Linkedin.👉 Get the advice and insights you need to thrive in Customer Success. Subscribe to the CS Insider Newsletter

Jul 5, 2023 • 30min
Early Customers Who Get the Startup Mentality Are Essential to Success ft. Nikola Mijic (Founder, Matik)
In this unchurned conversation, Nikola Mijic, the Founder of Matik joins Josh Schachter. Both of them dive into how Nikola got into the world of CS, and his experience working at Linkedin and also discuss:Using data-driven content can enable scalingThe role of core values in guiding operations and solving conflictsFinding early customers who understand the startup mentality He also shares his personal experience as an immigrant and a big part of his becoming an entrepreneur.👉 Get the advice and insights you need to thrive in Customer Success. Subscribe to the CS Insider Newsletter👉 Sign up for UpdateAI - the only Zoom virtual assistant for customer-facing teams. 👉 Be the first to know when a new episode of Unchurned is dropped. Sign up for our newsletter at https://blog.update.ai/ 👉 Josh would love to connect to hear your feedback & suggestions. Get in touch with him on Linkedin.👉 Get the advice and insights you need to thrive in Customer Success. Subscribe to the CS Insider Newsletter

Jun 28, 2023 • 45min
CS & BS: Do We Need to Ditch the Checkbox Mentality?
Have you been frustrated with checking boxes without truly understanding why you are doing it? So are Jon and Mickey. Kristi knows for sure that the leadership is at fault. Unpack the BS with hosts Josh Schachter, Kristi Faltorusso, Jon Johnson & Mickey Powell, and hear out why Mickey is all set to start a new Truth LinkedInOut platform, the challenges of transitioning into customer success roles, and the CS echo chamber - Is every advice on LinkedIn is generic? Also, you can't miss the ClientSuccess Customer Success Thought Leader Summer Webinar Series. Get the advice and insights you need to thrive in Customer Success. Subscribe to the CS Insider NewsletterWe are inviting guests to BS with us! Tune in to know if you are the one we need to feature in our upcoming episodes :)👉 Get the advice and insights you need to thrive in Customer Success. Subscribe to the CS Insider Newsletter👉 Sign up for UpdateAI - the only Zoom virtual assistant for customer-facing teams. 👉 Be the first to know when a new episode of Unchurned is dropped. Sign up for our newsletter at https://blog.update.ai/ 👉 Josh would love to connect to hear your feedback & suggestions. Get in touch with him on Linkedin.👉 Get the advice and insights you need to thrive in Customer Success. Subscribe to the CS Insider Newsletter

Jun 28, 2023 • 43min
CS & BS: Hunting for your next role is no easier than working a full-time job ft. Celia Gouveia
CS & BS: Leadership Onboarding, Job Hunting, Strategy versus Tools and Google's Bard ft. Celia GouveiaHunting for your next role is no easier than working a full-time job. You know it's tough out there. Celia Gouveia had been there too. She had been on a job hunt for more than 3 months before she finally landed the dream job as Director, Customer Success at Smart Recruiters. She unveils all the frustration that she had to go through while job hunting and also explains how you can find your next gig by leveraging your network. Also, tune in to know - The challenges of leadership onboarding - Tips for success in a new role- Tool v/s strategy for achieving success- Latest in the world of social media and AI spaceGet the advice and insights you need to thrive in Customer Success. Subscribe to the CS Insider Newsletter👉 Get the advice and insights you need to thrive in Customer Success. Subscribe to the CS Insider Newsletter👉 Sign up for UpdateAI - the only Zoom virtual assistant for customer-facing teams. 👉 Be the first to know when a new episode of Unchurned is dropped. Sign up for our newsletter at https://blog.update.ai/ 👉 Josh would love to connect to hear your feedback & suggestions. Get in touch with him on Linkedin.👉 Get the advice and insights you need to thrive in Customer Success. Subscribe to the CS Insider Newsletter

Jun 21, 2023 • 42min
The Inside Story of Branch’s $100M ARR Success ft. Mike Molinet (Co-founder, Branch)
The early days of a startup are like a never-ending game of whack-a-mole. You're constantly putting out fires, and you never know when the next one is going to pop up. Embracing chaos, and juggling multiple hats comes with a lot of fun too. This is one of the few episodes you absolutely can't miss!Mike Molinet, Co-founder of Branch and Founder of Thena goes unchurned and shares his experiences in the early days of the Branch when he did everything from outbound outreach to support and implementation. He also touched upon focusing on adoption in addition to- Why relationships matter more than product- The right time to hire when scaling the company- Why you don't need to overengineer tooling- How investing in indirect revenue can pay off.Mike also talks about the market pulling towards messaging for communication and how he is building Thena, a customer engagement platform for modern B2B companies. 👉 Get the advice and insights you need to thrive in Customer Success. Subscribe to the CS Insider Newsletter👉 Sign up for UpdateAI - the only Zoom virtual assistant for customer-facing teams. 👉 Be the first to know when a new episode of Unchurned is dropped. Sign up for our newsletter at https://blog.update.ai/ 👉 Josh would love to connect to hear your feedback & suggestions. Get in touch with him on Linkedin.👉 Get the advice and insights you need to thrive in Customer Success. Subscribe to the CS Insider Newsletter

Jun 14, 2023 • 49min
CS [Un]churned: Do We Really Need QBRs With Every Customer?
🥁🥁🥁This week, we finally have a name for the CS Insider <> [Un]churned collab series!🥁🥁🥁 Unpack the BS with hosts Josh Schachter, Kristi Faltorusso, Jon Johnson & Mickey Powell, and dig into why you need to - Focus on impact rather than urgency - Say goodbye to the mundane QBR meetings- Standout from the digital filth of AI content on Linkedin 👉 Get the advice and insights you need to thrive in Customer Success - Subscribe to CS Insider Report👉 Get the advice and insights you need to thrive in Customer Success. Subscribe to the CS Insider Newsletter👉 Sign up for UpdateAI - the only Zoom virtual assistant for customer-facing teams. 👉 Be the first to know when a new episode of Unchurned is dropped. Sign up for our newsletter at https://blog.update.ai/ 👉 Josh would love to connect to hear your feedback & suggestions. Get in touch with him on Linkedin.👉 Get the advice and insights you need to thrive in Customer Success. Subscribe to the CS Insider Newsletter