x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

PODCAST

The Customer Engagement Lab

Learn the most creative sales and marketing campaigns to attract and retain your customers with the PandaDoc podcast.

business marketing

All Episodes

35:17

Tap into the power of emotional storytelling like a...

The Customer Engagement Lab ·

2022/09/27

Successful nonprofits do something that most tech startups and entrepreneurs try to do but rarely succeed. They tap into genuine human emotion.In this episode, Travis chats with Rachel Barrett, Director of Marketing at Shorecrest Preparatory School, about how she connects the emotional dots of her audience through storytelling, authenticity, and mission-driven messaging.Rachel shares her tips and a few examples of how to connect with audiences on a deeper, more meaningful level.

en-us

35:56

Selling your heart out to software engineers with...

The Customer Engagement Lab ·

2022/09/27

We have the first true software engineer, developer, and software architect on the show today. And no, we’re not going to talk about tips for API products, but we will discuss changing tool providers, a distrust of advertorial websites, and the importance of quality materials in your swag. In this episode, Travis speaks with friend and former colleague, John Adams, Principal Engineer at Fanatics, about awareness and expectations for post-purchase. In this episode:Discussing awareness and product

en-us

41:48

Branding your way from cute startup to tech unicorn...

The Customer Engagement Lab ·

2022/09/27

In this episode, Travis speaks with Jack Shonkwiler, (former) Director of Brand and Digital Marketing at PandaDoc, about the limits of copy, website features that should never be used again, and tips to building a brand while also enabling demand gen.In this episode:Pushing the limits of copyThe worst B2B website featuresBuilding a brand & enabling demand genNon-profit vs for-profit marketing

en-us

22:36

Saying Goodbye to Patrick Downs

The Customer Engagement Lab ·

2022/09/27

It’s the end of an era.Patrick Downs, after discovering Chick-fil-a serves breakfast, is leaving to advance his sales career (and make a little more money) elsewhere.But his legacy will live on. In this episode, we say our ready goodbyes and share some of our favorite stories from that legacy, including:The time Patrick played hardball from Bikini BottomPatrick’s SaaS-y insights on love and Kevins The lessons he’s taught us — from demos to strip-lining to the folly of blanket sales advice

en-us

34:12

Plan & execute in-person marketing events that...

The Customer Engagement Lab ·

2022/09/27

For most marketers, planning in-person events is not fun. Unless you're Jacob Browne, Dean of Admission at Eckerd College, he lives and breathes marketing events. From campus tours, college fairs on the road, or open houses -- Jake knows all the tricks for crafting memorable in-person events that convert. In this episode, you'll hear both Jake's mistakes and lessons for meeting face-to-face to make a lasting impression that helps close a deal.By the end of the episode, you'll have tactics

en-us

29:46

From strangers to lifelong customers: CX tactics from...

The Customer Engagement Lab ·

2022/09/27

Getting a haircut can be awkward because getting touched and pruned by a stranger while forcing small talk is annoying. But when you meet Nicholas Bellaro -- you'll get why his barbershop is growing so quickly that he can't seem to scale fast enough. In this episode, you'll learn how to turn strangers into lifelong customers through nifty customer experiments, lessons, and tactics that Nick's accumulated while cutting hair for over a decade.By the end of the episode, you'll have tactics to:Ensure a

en-us

29:23

Lessons From The Lab: Headspace

The Customer Engagement Lab ·

2022/09/27

In this special edition of The Customer Engagement Lab, our host, Travis, assembles a panel of marketing professionals for our first-ever Lessons From the Lab.Cat Lim, Creative Director at Pyper Inc, and Jan Aclan, Marketing Operations Manager at Multiverse.io, join Travis in the studio to discuss recent purchase decisions.For this Lessons from the Lab, we’re going to look at the popular meditation app, Headspace. We’ll dive into it all – first impressions, what they’re doing right and opportunities

en-us

30:04

Smiling & dialing with creativity and resiliency year...

The Customer Engagement Lab ·

2022/09/27

Amelia Taylor is (a former) account executive at Carabiner Group with over 10+ years of sales experience.In this episode, Amelia sits down with Travis Tyler to talk about how she remains optimistic, innovative, and creative in cold outreach and follow-up. The seasoned sales vet will evaluate creative outreach approaches like cameo videos and quirky gift-giving and listen in on a few cold calls.By the end of this episode, you’ll learn:How to book more meetings and standout with creative

en-us

25:51

Publicity stunts, Super Bowl Ads, & email prospecting...

The Customer Engagement Lab ·

2022/09/27

In this episode, Travis, Carmen, & Jed focus on selling and advertising to unaware buyers that have never heard of you or your solution. How do you make them aware? How should you sell to them? How do you get them to notice you To remember you?For our middle segment, Jed Mahrle distinguishes between emailing aware vs. unaware prospects. We learn why his strategy for the unaware works so well for him and his team and how you can do it too.Last on this episode — Travis chats with Carmen Zita,

en-us

29:36

How to create in-store traffic with digital marketing

The Customer Engagement Lab ·

2022/09/27

Travis interviews his former CEO, William Volmuth of PowerChord, Inc.They recount Travis' last day when he quit his job and what that was like with a fun TikTok reenactment. Bill gives Travis tips and advice for businesses looking to improve their in-store traffic with hyper-local digital marketing. They dive into the importance and prioritization of Google My Business verification, SEO audits, and PPC.

en-us

35:47

Couples counseling to align Sales and CS teams

The Customer Engagement Lab ·

2022/09/27

In this episode, Travis is joined in the studio by his former co-host Patrick Downs, Mid-Market Account Executive at Kallidus, and Ryanne Koch (Doumet), Sr. Manager of Customer Success at PandaDoc, for a "healthy" conversation around sales and customer success alignment.We dive into:How to break silos between sales and customer success teamsWhy you shouldn’t make sales teams responsible for churn Best practices for improving the customer handover process

en-us

34:37

It's OK to be polite to salespeople when they call...

The Customer Engagement Lab ·

2022/09/27

If you think sales is an easy job, try cold calling an angry CMO at 1:22 in the afternoon. If you’re not too busy crying afterward, it might be time to discuss what it really takes to be in sales.On this episode, Travis speaks with Reid Anderson, Enterprise Sales at PandaDoc, about overcoming adversity in sales and how to be more effective at cold calls, demoing, and negotiation. In this episode:How to detach from the outcome and make the next dialPulling the truth out of passionate

en-us

39:42

Relax for the win: How to massage your business...

The Customer Engagement Lab ·

2022/09/27

Travis interviews Veronica Swiatek, the CEO & Founder of Massage Studio. Veronica gives Travis details on how she opened her first hospitality business location during a recession. She discusses the strategies and tactics she used to keep cash flowing during tough times to come out on top. Veronica now has two brick-and-mortar locations that are thriving, along with 10 new stores at Tampa International Airport.

en-us

27:51

eSignature myths and how to sell to legal teams

The Customer Engagement Lab ·

2022/09/27

Reid Anderson, Enterprise Sales at PandaDoc, is back, and this time he’s giving us an inside look at how to successfully sell and work with legal teams. In this episode, we’ll discuss:mistakes companies make when trying to persuade lawyers to ditch their legacy tools for new technologywhy it’s vital to understand the different types of legal teams to solve their specific pain pointsthe importance of being upfront and HONEST about your products and servicesTravis and Reid will also commemorate the

en-us

27:56

Excellence vs. growth: How to balance quality and...

The Customer Engagement Lab ·

2022/09/27

Are capitalism and creativity in total opposition to each other? Can organizations deliver beautiful, high-quality experiences while rapidly growing?It’s the age-old battle of quality vs. quantity. In this episode of The Customer Engagement Lab, Travis Tyler and Carmen Zita Alayeto-Moore look at both sides of the debate and try to determine how businesses can balance quality and quantity to become more sustainable in the market.

en-us

42:45

TikTok Strategies for B2B Brands with Todd Clouser

The Customer Engagement Lab ·

2022/09/27

In this episode, Travis sits down with "Ya Boi Tucker" a ridiculous persona created by Senior Brand Marketing Manager, Todd Clouser, from Refine Labs.Together, Travis and Todd explore how Todd creates video content for Refine Labs to build an audience and brand awareness for the explosive marketing agency.Todd explains how he creates his TikToks, what goes into the overarching strategy, and how to make it a genuine channel for audience growth.

en-us

38:22

Engaging and winning over free trial users with Shawn...

The Customer Engagement Lab ·

2022/09/27

In this episode, we find out how and why Shawn Herring implemented a B2B secret shopper experiment at PandaDoc. We uncover the biggest gaps and challenges that customers experienced when trying to buy PandaDoc's software. Shawn explains how beneficial it is to carve out a marketing role that is completely dedicated to fixing the buyers journey.Shawn tells us about how coupling prospect and customer data with his secret shopper experiment allowed marketing and product teams to come up with lots of

en-us

30:32

Lessons from the lab - Duolingo

The Customer Engagement Lab ·

2022/09/27

In this month’s Lessons from the Lab, we try the popular language learning app, Duolingo. We’ll dive into first impressions, brand affinity, microtransactions, and the growing popularity of Kawaii illustrations in tech apps. Cat Lim, Creative Director at Pyper Inc, Jan Aclan, Marketing Operations Manager at Multiverse.io, and Todd Clouser, Lead Brand Marketing Manager at Refine Labs, join Travis in the studio for this marketing roundtable discussion.

en-us

33:53

Fix your communication for better results: Learnings...

The Customer Engagement Lab ·

2022/09/27

Travis chats with Eckerd College Environmental Studies Professor, Joanna Huxster, about how she makes skeptics into believers. Talking about environmental protection and climate change is tricky, and tone is everything. Learn to fix your storytelling abilities, so you inspire hope (rather than fear).

en-us

24:15

How to spot the patterns in your customer data,...

The Customer Engagement Lab ·

2022/09/27

Travis, Jed, and Carmen are all about finding and unlocking the power of patterns. Travis dives into how PandaDoc uses customer data to improve customer engagement, Jed covers his prospecting pattern identification process, and Carmen explores the best co-marketing tag-team patterns.

en-us

77 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...