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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

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

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36:13

Don't Yell at Your Sales Enablement Team with Sally...

The Customer Engagement Lab ·

2022/09/27

Travis catches up Sally Weiss, Sales Enablement Program Manager at PandaDoc , to find out what really goes into successful sales enablement.In this episode:The true meaning of sales enablementThe plot of Sally White and the Seven Sales Dwarves The need for a therapy channel on Slack

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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.

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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

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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.

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40:07

Transitioning from CRO to CMO: Marketing guardrails,...

The Customer Engagement Lab ·

2022/09/27

Travis sits down to interview PandaDoc's (former) CMO, Nate Gilmore. They talk about why this change happened and what it means for the future of PandaDoc's marketing efforts. Nate details his perspective on his mistakes, lessons learned, and what he believes the short and long-term marketing plans are for his team moving forward. Together they watch a clip of Dave Gerhardt talking about marketing guardrails and react to what they believe are PandaDoc's marketing guardrails.

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22:16

All hail the king of on-demand demo videos and...

The Customer Engagement Lab ·

2022/09/27

In this episode, we’re giving marketing some love. We don’t have a guest, just your loveable hosts, Travis Tyler, Digital Content Producer, and Patrick Downs, Team Lead and Outbound Account Executive, at PandaDoc.In this episode:The trials and tribulations of creative pitchingWhy copywriting is so important in sellingIn the name of marketing, Patrick goes Hollywood and lands a commercial… in New YorkThe moment everyone has been waiting for — our hosts face off in an epic freestyle rap battle

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46:20

We Need Therapy & So Does Your Revenue Team!

The Customer Engagement Lab ·

2022/09/27

On this episode of The Customer Engagement Lab, we talk seriously (for once!) about addiction and mental health. Our guest is Tim Clarke, Marketing Leader at Salesforce and Co-Founder & CEO at UNCrushed.We discuss:The reasons Travis first went to therapy at age 25The impact storytelling can make on your career and your mental healthWhy Tim got so passionate about mental health that he made it a side hustleGetting people to talk about mental health in the workplace

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46:00

You're not that funny, pal. Trust me. You're not that...

The Customer Engagement Lab ·

2022/09/27

What would you say to an account executive who is afraid to do goofy, wacky, funny, interesting, outlandish stuff?I'd say, "Dude, watch this episode of The Customer Engagement Lab."Travis and Patrick talk with Mark P. Jung, VP of Marketing at Dooly, about how to be funny in business.Why be funny? Because people buy from people — even in B2B. And you might as well have fun with it.Specifically, we discuss:Don't be too safe, but draw your lineThe rule of threes in comedyWhat’s Gucci and what’s not

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48:48

Don't apologize for video prospecting with Jason Bay

The Customer Engagement Lab ·

2022/09/27

In this episode, we had such a great talk with Jason Bay, Chief Prospecting Officer at Blissful Prospecting (and fellow podcast host). As usual, we just threw him straight into posts and clips to get his take on all things prospecting.In this episode we discuss:The magic multichannel sequencing hackDoing work on your personal life (because it’s affecting your professional life)Baby steps to overcome mental hurdlesWhy we should maybe stop being so niceDeep dive on Haley’s video prospectingCheck out

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55:02

Pattern Interrupting Sales Cow Says MOOOOOVE This Opp...

The Customer Engagement Lab ·

2022/09/27

If you’re trying to get ahead in sales — which would probably make sense if you’re tuning into this show — you don’t need magic beans or mad hypnosis skills…You just need 3 simple things.You need to be high-value. You need to be low maintenance.And you need to demand opportunity.Oh, and it never hurts to be confident…Troy Barter, former Director of Sales Development at PandaDoc, knows what it takes for a rep to move up.In this episode:Travis and Patrick discuss the finer points of pattern

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59:16

Acquisitions, product launches, and pricing pages...

The Customer Engagement Lab ·

2022/09/27

Pricing needs to equate to value gained.Throwing in something free that your customer doesn’t want?Yeah, it makes them think they’re overpaying. So says today’s guest, Matt Price, who joins the show to talk acquisitions and pricing.A very French welcomeImportant considerations in acquisitions Poor pricing plans and how to fix them

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35:10

Selling your ideas, selling your work, and selling...

The Customer Engagement Lab ·

2022/09/27

Travis and Patrick talk with Cat Lim, Creative Director at Pyper, Inc., about sales strategies for creative agencies.Specifically, we discuss:How creative agencies can stand apart in cold emails/cold callsWhat intrigues and annoys us in outreachHow a creative agency sold PandaDocWhat a mood board even isWhat creatives should remember when pitching designs to customersPatrick’s closing strategy of screaming “Sign it!”

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46:49

42 months of hitting quota and a Maserati won't buy...

The Customer Engagement Lab ·

2022/09/27

Travis and Patrick are joined by Ian Koniak, Strategic Account Director at Salesforce, to discuss the many ways sellers overcome.They cover:Internet advice on overcoming objectionsGetting to the true reason for buyer hesitancyThe 4 D’s of time managementThe unseen obstacles many sellers face

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61:40

LIVE SHOW: Business memes, dad lessons, selling to...

The Customer Engagement Lab ·

2022/09/27

Before Zoom and LinkedIn, sales pros rode dinosaurs to meet with prospects face to face. Other than technology, nothing's changed since those days.Don't believe us?Fine. Believe Travis' dad.On this episode of The Customer Engagement Lab, Rich Tyler gave dad-worthy advice about sales careers before exiting stage left and leaving flames in his wake while an electric guitar exploded in the background.So that was kinda cool.Then, Travis and Patrick talked with Nate Gilmore, chief revenue officer at

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38:42

How to Sell a Washer & Dryer to a Director of Marketing

The Customer Engagement Lab ·

2022/09/27

Patrick loves product marketing. (Sounds like the title of a kids' book, doesn't it?)He thinks he knows a lot about it.Really, he doesn't know sh*t. (We'll leave that line out of the kids' book).But that doesn't mean that he lacks a valuable opinion.Today, let's talk about brand affinity and product marketing — but with an expert.On this episode of The Customer Engagement Lab, our guest is Daniel Murphy, director of marketing at Privy.Together with Dan, we discuss:What buying a house taught Dan

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44:10

Psychopath or Success Story? How & Why to Stay at a...

The Customer Engagement Lab ·

2022/09/27

In this episode of The Customer Engagement Lab, we talk about lateral job hopping, why we do it, and how to stop. Our guest is Josh Gillespie, Sr. SaaS Executive who's currently building PandaDoc from zero to infinity.Specifically, we discuss:Why do we get bored at work?RepVue — it's like GlassDoor for salespeopleWhy you shouldn't pick what's behind Door C

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44:41

Jeremey Donovan Loves His Cats, but Hates Your Outreach

The Customer Engagement Lab ·

2022/09/27

If they start out hissing, things aren't gonna end well.It's true for pet cats, podcast hosts, personal relationships, and business relationships.In fact, Jeremey Donovan, SVP of Revenue Strategy at SalesLoft, compares sales prospecting to picking out shelter cats:Bad start; bad end.On this episode of The Customer Engagement Lab, we talk about how to quit hissing at your prospects and get picked from the litter.Specifically, we discuss:Secure attachment at workThe power of community and social media

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31:43

How and why to befriend your competitors

The Customer Engagement Lab ·

2022/09/27

How do you make sales content so good that your competition invites you onto their podcast? Well, this week we’re hanging out with Will Aitken, Account Executive at Proposify – AKA: the enemy — because he’s been doing exactly that. And he was nice enough to join us to share what makes his sales content so compelling.Keep your friends close and enemies closer, right?In this episode, we cover:Will’s hurtful comments about usEffective strategies for making viral sales videosHow to stay consistent and

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46:14

Kaylee Edmondson will not route half-assed MQLs to...

The Customer Engagement Lab ·

2022/09/27

You know what everyone loves when reading a good book? Getting to the end of a chapter and being told that the author will get in touch about the next chapter.Yeah, you’re right. No one would buy that book.Your buyers’ journey is like a story — and if they request a demo, that’s exactly how most companies conclude that chapter.Your buyer would be much better served by a choose-your-own-adventure novel.That’s how today’s guest, Kaylee Edmundson, Director of Demand Generation at Chili Piper, is

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77 results

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