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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

49:00

Lessons from the lab: Jasper AI

The Customer Engagement Lab ·

2023/11/03

Learn from 3 marketers who did a free trial of Jasper AI. Is the powerful and popular artificial intelligence tool for writing and content marketing worth the investment? Our marketers think so!Also, get a brief history of Jasper AI and its founders. See examples of projects made with Jasper AI and determine if it's worth it to swap from ChatGPT.Also, our marketers do a brief roundtable share of "Marketing Made Me Buy It!" A fun segment that highlights effective marketing campaigns that were

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43:20

Growth Marketing Experiments: Running tests with a...

The Customer Engagement Lab ·

2023/10/06

Experimentation sounds like fun, right? Take a creative hunch you have, and then validate it through rigorous testing. And afterward, you’ll have crazy new insights that will fundamentally change your business for the better! Well, Tim Davidson, believes much of the actual experimental work is rather boring but still incredibly important. With a 4 Million Dollar R&D Budget, Tim and the Directive team have learned quite a lot they’re ready to share with idea-hungry business professionals.In this

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39:28

How to Start Freelancing: Tips for navigating...

The Customer Engagement Lab ·

2023/09/01

A lot of people aspire to be their own boss. But becoming self-employed comes with challenges that can be hard to overcome. Maureen Horan, a brilliant branding expert and graphic artist, joins the Customer Engagement Lab to share her tips on how to successfully attract and retain clients during your first year as a full-time freelancer. In this episode, you’ll learn about:How and when to make the leap to being 100% self-employedThe top mistakes to avoid when working with your first clientsTips for

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29:49

Powerful Persuasion: 3 tactics to become more...

The Customer Engagement Lab ·

2023/08/04

Use persuasion to advance in your career, achieve more personal goals, and build stronger relationships based on authority. Keith Rabkin and Stephanie Jenkins discuss some of the top persuasion tactics and how they’ve navigated their way into top leadership roles at Google, Adobe, Glassdoor, and now at PandaDoc. In this episode, you’ll learn about:The importance of using PRE-suasion to prime your audienceHow to leverage anchoring techniques in your first impressionsWhy trial lawyers tap into the

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57:04

Audience Growth: How to build a social audience with...

The Customer Engagement Lab ·

2023/07/07

In this episode, you’ll learn about:Long-term audience growth vs. short-term gimmick “hacks”Ad-supported vs. paywall subscription models for audience growthAudience benchmarks to aim for in years 0-5, 5-10, and beyond Check out I Love the Burg and That's So Tampa on InstagramFollow Travis on InstagramFollow PandaDoc on Instagram

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51:10

Building Rapport: How to make customers & teammates...

The Customer Engagement Lab ·

2023/06/02

Today, we’re joined by Grant Strayer, founder of Gateway Subs. Grant Strayer built one of the highest-rated sandwich shops in Florida by making every customer feel comfortable (and by serving great hoagies). Grant shares his tips on how he and his teammates quickly develop rapport with each person that walks into their business.In this episode, you’ll learn about:Creating “good vibe” environments for customers Social faux-pas that make people uncomfortable How to best build rapport with your

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44:38

Lessons From the Lab: Canva Pro

The Customer Engagement Lab ·

2023/05/05

Today, we're joined by Cat Lim, Creative Director at Pyper Inc, Jan Aclan, Marketing Operations Manager at Multiverse.io, and Ryanne Koch, Sr. Manager, Customer Success at PandaDoc, for a marketing roundtable discussion.In this month's Lessons from the Lab, we try a free trial of Canva Pro, an online graphic design tool for creating social media posts, presentations, videos, logos, and more. The team will reveal their custom Canva creations and the marketing lessons they learned from trialing the

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44:36

Confident on Camera: Tips to Help You Conquer Shyness...

The Customer Engagement Lab ·

2023/04/07

Today we’re joined by sketch comedian turned business guy Chris Bogue. Chris Bogue is a Creative Advisor at RevPartners. Being on camera can be scary. How do you know what to say? What if you make a fool of yourself? Or worse, what if your audience ignores you? Well, you might want some help from Chris Bogue. Chris trained at Chicago’s Second City Improv, and he’ll help you loosen up on camera to entice your audience with confidence and charisma. Join Travis and Chris to learn how to overcome your

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51:58

Video Marketing: How to shoot scroll-stopping videos...

The Customer Engagement Lab ·

2023/03/03

🔗 Links:Hayden | Sunny Collabs | https://www.sunnycollabs.comClaire | Big Brothers Big Sisters America https://www.bbbs.orgJuan | Juan Chamorro Videography | https://juanchamorro.com📚 CHAPTERS1:16 - Scroll-stopping TikTok Ads to generate views and comments5:31 - Basics on planning a video shoot for your company7:00 - Batched content to get 1-month of content in 2 hours8:34 - Video shoots gone wrong10:48 - Get on-camera talent relaxed and ready for the shoot14:10 - Biggest mistakes in planning a

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28:07

Lessons from the Lab: Vidyard

The Customer Engagement Lab ·

2023/02/03

Today, we’re joined by Cat Lim, Creative Director at Pyper Inc, Jan Aclan, Marketing Operations Manager at Multiverse.io, and Todd Clouser, Marketing at Lavender, for a marketing roundtable discussion. In this month’s Lessons from the Lab, we try Vidyard, an online platform for marketing and sales video hosting, enablement, and analytics. We’ll dive into it all – first impressions, what they’re doing right, and opportunities for improvement from a design, social, and operational perspective. In this

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40:47

Communication Mistakes: Improve your skills for phone...

The Customer Engagement Lab ·

2023/01/20

Today, we’re joined by Dr. James Janack. James is a communication professor at Eckerd College specializing in rhetoric and oral communications. Have you ever listened to your voice on a meeting recording and immediately cringed? Us too. In this episode, Travis and James discuss all things vocal delivery, from the rate of speech to volume to tonality. They even listen in on a few product demos and cold calls to analyze what works and what doesn’t during this critical touchpoint. You’ll learn about:

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28:53

Nailing your sales strategy after your startup gets...

The Customer Engagement Lab ·

2022/12/30

In this episode, Travis chats with Andrew Pearson, the co-founder of LiveNotary (now PandaDoc Notary), about his sales journey and what it takes to survive and thrive post-acquisition. Andrew shares his story about LiveNotary and what's made him successful as a seller pre and post-acquisition.In this episode, you'll learn about the following:Major milestones to hit before getting acquired by another startupThe framework for post-acquisition success as an "acquired" sellerWhy a 'land and expand'

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1:48

Customer Engagement Lab - Trailer

The Customer Engagement Lab ·

2022/12/29

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39:40

Perfecting your pattern interrupts to get noticed

The Customer Engagement Lab ·

2022/12/16

Attracting new business with your marketing or sales efforts is all about getting noticed. And pattern interrupts are the best way to do that. In this episode, Travis chats with Nick Cegelski, the host of 30 Minutes to President’s Club – the most popular sales podcast in the world. Nick and Travis review pattern interrupts used in sales calls, emails, and content. If you’re looking for some new pattern interrupts to test out, tune in and take notes!In this episode, you’ll learn about:The history of

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43:09

Growing an audience with authenticity (the legit way)

The Customer Engagement Lab ·

2022/12/13

Today, we’re joined by Cassie Tucker. Cassie is the Founder of CAMM Media and co-host of the Marketing Happy Hour Podcast.Ever wonder why the ONLY people interacting with your company on social media are the people that work there? Or maybe you’ve poured your heart and soul into a thoughtful LinkedIn post that completely flopped, and you just can’t figure out why.We always blame the algorithm for poor engagement and stalled audience growth. But if we’re being honest, it might just be your content

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27:54

Generate more local buzz through networking and events

The Customer Engagement Lab ·

2022/12/13

Creating local buzz for your brand can be challenging if you don’t know where to start. We’ve got you covered. In this episode of The Customer Engagement Lab, we chat with Zach Moore, Founder of Coastal Creative, to learn some of the creative marketing tactics his team leveraged to get people talking about their digital media agency at the height of the pandemic. The Coastal Creative team used networking and events to draw positive attention and interest to their brand, and you can do the same. By

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37:39

How to build a 300K subscriber community in one year

The Customer Engagement Lab ·

2022/11/04

Kevin Kermes built a thriving online community in less than a year. Seriously! He went from 0 to 300,000 subscribers in less than a year. Developing a community is paramount to business success, but it’s no easy task. Kevin shares tips on creating an online community and building relationships at scale in this episode of The Customer Engagement Lab.We'll cover: Harnessing your Zone of Genius to kickstart your community buildingWhat’s the XYZ method, and how to use it to define your ideal

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38:32

Should your company start a podcast?

The Customer Engagement Lab ·

2022/10/24

Podcasts have been growing in popularity over the past few years, and many brands are experimenting with podcasts to connect with and grow their audience. When done right, podcasts can have a tremendous impact on your business. But is it a good idea for every organization to start a business podcast?Seth Kushner, radio veteran and the (former) host of the Tampa Bay Lightning Block Party podcast, joins the show to discuss who should and shouldn’t start a podcast. Seth and Travis will also discuss

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27:22

Lessons from the Lab: Evernote

The Customer Engagement Lab ·

2022/10/07

In this round-table episode, we test a free trial of the popular note-taking app, Evernote. We’ll dive into it all – first impressions, what they’re doing right, and opportunities for improvement from a design and content point of view. Plus, the group shares what “marketing made me buy.”Cat Lim, Creative Director at Pyper Inc, Anna Gallese, Sales Readiness Program Manager at PandaDoc, and Todd Clouser, Lead Brand Marketing Manager at Refine Labs, join Travis in the studio for this marketing

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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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77 results

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