Automating Your Customer Success Touchpoints (Workshop with Userlist)

47 min 26 sec · Published 30 July 2021

About this video

This workshop shows customer success teams how to use technology to scale their work while preserving a personal touch. Jane Portman from Userlist and Brian Sierakowski from Baremetrics guide viewers through selecting a tool, mapping journeys, creating a tracking plan, launching campaigns and iterating for better outcomes.

The session walks through choosing a tool, mapping the user journey, drafting and implementing a tracking plan, setting up campaigns and iterating.

What this video covers

• How to pick a suitable automation tool
• Steps to map the user journey and draft a tracking plan
• Implementing the tracking plan and launching campaigns
• Iterating on campaigns for continuous improvement

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