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The HubSpot Partner Broadcast is your monthly news hour covering the stories that matter to members of HubSpot's Partner Program. Produced at the end of the month, every month. "If it matters to HubSpot Partners, it matters to the Partner Broadcast."
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The Innovation Rockstars podcast is your no-nonsense guide to all things corporate innovation. With a focus on actionable insights and real-world experiences, we dive deep into the practices that drive sustainable growth and transformative change. From corporate foresight to ideation and creativity to hands-on execution, our episodes bring you unfiltered conversations with the minds shaping the future of business. Tune in!
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Get comfy. It's time for "SaaS Therapy," with industry veterans Todd Kirk and Casey Trujillo – the podcast for customer-facing teams in SaaS. Casey and Todd leverage their experience working between software vendors and their clients to help you master your SaaS customer relationships. They dig into the complexities of client relationships, offer expert insights, and share proven strategies for overcoming common challenges. It's not just a podcast—it's a masterclass in nurturing and enhancin ...
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Learn how to use digital transformation to differentiate, educate, build trust, improve competitive positioning, close sales faster without compromise, and scale revenue growth. Get step-by-step insights on how to build a media company for your niche that positions your brand and your team to win in today’s hypercompetitive marketplace. The primary audience is CEOs of U.S.-based B2B technology startups and scaleups that work in and around data centers, AI SaaS, and accounting and finance tec ...
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The Journey to Finding Your Purpose with Courtney Sembler, Senior Director @ HubSpot Academy
48:08
48:08
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48:08In this episode of SaaS Therapy, Todd Kirk and Casey Trujillo chat with Courtney Sembler, Senior Director at HubSpot, discussing the importance of passion in both personal and professional realms. Courtney shares her journey, influenced by her mother's pioneering spirit, and emphasizes the significance of integrating personal passions into work lif…
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Why AI Won’t Steal Your Job (But Someone Using It Might) with Ryan Debenham, CEO @ Grin AI
41:49
41:49
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41:49In this episode of SaaS Therapy, host Todd Kirk and guest Ryan Debenham, CEO of Grin AI, explore the evolving landscape of AI in business. They discuss the hype surrounding AI, the balance between optimism and realism, and the importance of understanding AI for both product teams and individual knowledge workers. Ryan shares insights on AI strategy…
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The Content Glue: Keeping Teams Unified Across the Customer Journey with Michael Lux, Senior Director of CE @ Procore Technologies
44:02
44:02
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44:02In this episode of SaaS Therapy, Todd talks with Michael Lux, Senior Director of Customer Education at Procore Technologies. They discuss the evolution of Procore from a startup to a public company, the structure of the education team, and the importance of a unified content strategy across departments. Michael shares insights on the challenges of …
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The Fear of Messing Up in Business (Fofu) with Todd Kirk and Casey Trujillo
41:46
41:46
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41:46In this host only episode of SaaS Therapy, Todd and Casey explore the complexities of decision-making in sales and customer relationships. They introduce the concept of 'Fofu' (fear of messing up) and discuss how it leads to decision paralysis in business. The conversation delves into the importance of emotional intelligence in sales, the different…
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R&D like an Athlete - David Kaufman @resideo
49:06
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49:06Join Dr. Christian Mühlroth as he sits down with David Kaufman, a six-time USA Triathlon All-American and Senior Director of Strategic Initiatives at Resideo. Discover what it takes to complete over 100 triathlons while leading corporate innovation programs. David shares insights on managing risk, fostering a culture of innovation, and the parallel…
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Transforming Customer Relationships in SaaS with Sean Adams, Host of The Adoption Curve Podcast
46:02
46:02
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46:02In this episode of SaaS Therapy, Todd Kirk and Sean Adams discuss the importance of customer relationships in the SaaS industry. They explore Sean's unique career path from contractor to VP of Revenue, the significance of measuring customer education impact, and the challenges of navigating customer expectations. The conversation emphasizes the nee…
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Customer Education Shouldn’t Sit on a Shelf with John Leh, CEO @ Talented Learning
47:26
47:26
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47:26In this episode of SaaS Therapy, Todd Kirk and Casey Trujillo engage with John Leh, founder and CEO of Talented Learning, to explore the intricacies of customer education and learning management systems. John shares his unique journey in the learning industry, emphasizing the importance of aligning customer education with business needs and revenue…
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Building Tools People Actually Want to Use with Zach Hawley and Will Aja, co-founders @ SteerCo
41:00
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41:00In this episode of SaaS Therapy, Casey Trujillo speaks with Zach Hawley and Will Aja, co-founders of SteerCo, about their journey in customer success and the challenges of startup life. They discuss the importance of empathy in customer interactions, the emotional rollercoaster of entrepreneurship, and how their software aims to automate QBRs to fr…
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Mastering Customer Onboarding in SaaS with Gary Yau Chan, Founder @ Clarity Inbox
47:48
47:48
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47:48Summary In this episode of SaaS Therapy, Todd Kirk interviews Gary Yao Chan, co-founder of a startup, Clarity Inbox. They discuss the importance of customer onboarding calls, the transition from sales-led to product-led growth, and strategies for improving user experience and retention. Gary shares insights from his experience conducting hundreds o…
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Unlocking SaaS Success: Insights from Season Four with Todd Kirk and Casey Trujio
35:31
35:31
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35:31In this episode of SaaS Therapy, hosts Todd Kirk and Casey Trujillo reflect on the key themes and insights from the past season. The conversation highlights memorable guests and their contributions, as well as the challenges faced by B2B SaaS companies in serving diverse customer needs. Looking ahead, they are excitement for the upcoming season and…
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The secrets to effective customer communication, with Irwin Hipsman, Founder of Repetitos
39:55
39:55
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39:55In this episode of SaaS Therapy, Todd Kirk and Casey Trujillo discuss the critical importance of maintaining accurate customer contact data in B2B SaaS companies with guest Irwin Hipsman. They explore the common pitfalls organizations face regarding data management, the necessity of effective segmentation, and the role of cross-functional teams in …
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Investing in Customer Success: A Strategic Move with Kelly Hall, CCO @Quickbase
45:23
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45:23In this episode of SaaS Therapy, Kelly Hall, Chief Customer Officer at QuickBase, discusses building a customer-centric culture through emotional intelligence, vulnerability, and human connection. She emphasizes delivering real value, fostering trust, and understanding both customers and employees as individuals. Kelly also shares her journey as a …
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The Future of Defense Innovation - Dave Brewer @ InnoTECH
47:04
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47:04In this conversation, we explore the intersection of military experience, technology, and leadership through the lens of Dave Brewer, a retired Air Force officer. He shares insights on burnout, the importance of enjoyment in work, and the evolving landscape of defense innovation, particularly in space strategy. The discussion delves into misunderst…
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The Future of Customer Education in SaaS, with Todd Kirk and Casey Trujio
33:28
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33:28On this host-only episode of SaaS Therapy, Todd Kirk and Casey Trujillo discuss the challenges and opportunities within customer education in SaaS organizations, the disconnect between customer education teams and their impact on business outcomes, emphasizing the need for radical change in how customer education is approached. They understand the …
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Unlocking customer insights in SaaS, with Lauren Oswald, UX and market researcher
45:27
45:27
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45:27Hosts Todd Kirk and Casey Trujillo are joined by UX and market researcher Lauren Oswald to explore the critical aspects of understanding customer needs in the SaaS industry. They discuss the importance of gathering context for data interpretation, overcoming internal biases, and the necessity of humility and trust in research. Lauren emphasizes the…
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Navigating the evolving landscape of CS with Madison Hall, Director of CS at RingCentral
49:09
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49:09Join Todd Kirk and Casey Trujillo today for a conversation with Madison Hall, Director of Customer Success at RingCentral. Madison shares her journey from an individual contributor to a leadership role, emphasizing the importance of customer success in driving revenue and retaining customers. Learn more about the evolving landscape of customer succ…
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Inside Lean Startup: What Actually Works in Big Companies - Ben Hefele @Lean Startup Co.
44:23
44:23
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44:23In this conversation, Ben Haefle, CEO of Lean Startup Co., discusses the realities of corporate innovation, emphasizing the importance of core innovation over disruptive innovation. He explains the Lean Startup methodology, focusing on strategic alignment, milestones, team roles, governance, and culture. The discussion also touches on the concept o…
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The two-hump problem in Customer Education with Dave Derington, host of CELab podcast
53:06
53:06
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53:06This is part 2 of a conversation between Todd Kirk and Dave Derington! Find part 1 on Dave's podcast CELab: https://customer.education/podcast/episode-155-todd-kirk-brainstorm-the-two-hump-problem/ In this episode, they focus on the 'two hump problem' that represents the gap between scaled and high-touch learning with customer education. They explo…
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Understanding certifications in Customer Education with Debbie Smith, President of CEdMA
44:23
44:23
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44:23Hosts Todd Kirk and Casey Trujillo welcome Debbie Smith, president of CEdMA, to discuss the evolving landscape of customer education and the importance of certifications. Debbie shares insights on how customer education can drive business outcomes, the role of certifications in enhancing partner success, and the legal implications surrounding certi…
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Scaling CS starts with tech touch, with Joe Di Grande, top CS industry voice
43:26
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43:26In this episode of SaaS Therapy, Todd Kirk and substitute co-host Debra Wilson chat with Joe Di Grande, a former VP of Customer Success turned CS consultant. They explore the concept of "tech touch" in customer success, emphasizing its importance in scaling businesses and enhancing customer experiences. Joe provides practical advice on when to adop…
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The CSM mindset shift from relationships to revenue with Noah Little, CSM coach
49:53
49:53
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49:53In this episode Todd Kirk and Casey Trujillo bring on Noah Little, an experienced Customer Success Manager coach, who shares his journey and insights into the evolving role of CSMs. Noah discusses the importance of focusing on revenue generation rather than just relationship management, introducing his Revenue Impact Framework. He emphasizes the ne…
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How GRAMMY Winners Are Really Chosen - Panos A. Panay @The Recording Academy
41:01
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41:01The truth behind the Grammy Awards 🏆 What does it really take to win? How are nominees selected, and what role does AI play in music today? Panos A. Panay, President of the Recording Academy, reveals everything - from the intense behind-the-scenes orchestration of music’s biggest night to how technology and creativity intersect. Get insider access …
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Building your LinkedIn personal brand with Amanda Nielsen, Partner Sales Manager @Box
46:17
46:17
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46:17This episode contains some explicit language. Join Todd, Casey and Amanda to discuss the importance of LinkedIn for personal branding and thought leadership. Amanda is the founder of Thot Leader Labs and shares her vulnerability professional journey. Join the conversation to explore the balance between personal and company branding, best practices …
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What you need to know about channel partnerships
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4:00Join us for a quick summary about channel partnerships! Be sure to listen our previous episode on channel partnerships with Max! Resources Connect with Casey Connect with Todd…
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The power of channel partnerships with Max Alschlager, Sr Manager DX @CDW
45:02
45:02
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45:02In this episode of SaaS Therapy, hosts Todd Kirk and Casey Trujillo have a conversation with Max Alschlager, Senior Manager of Digital Experience at CDW. They explore the dynamics of channel partnerships in the SaaS industry. They discuss the benefits of leveraging established relationships for faster scaling, share success stories of SaaS vendors,…
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When Sales, CS & Product work together with Lucas Lovell, VP of Product @Paddle
48:09
48:09
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48:09Todd Kirk and Casey Trujillo chat with Lucas Lovell, VP of Product at Paddle. Listen to dive into the critical role of product management in SaaS and the importance of empathy, stakeholder relationships, and a structured prioritization framework for product development. Join us to discuss the intricacies of product prioritization, emphasizing the b…
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What AI can't do (and why that matters) with Roger Mendez, Global CS Leader @Cisco
44:24
44:24
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44:24Join Todd Kirk and Casey Trujillo for a conversation with Roger Mendez, a leader in customer success and operations at Cisco. They discuss the implications of AI in business and education. Roger shares insights from his recent experience at Cornell University, where he explored AI strategy and its potential to enhance human capabilities. Listen to …
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Mastering post-sale success in SaaS with Chiraag Kapoor, Principal @Radian Capital
48:21
48:21
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48:21In this episode of SaaS Therapy, Todd Kirk and Casey Trujillo welcome Chiraag Kapoor from Radian Capital to discuss the importance of post-sale metrics in SaaS businesses. They explore key metrics such as retention, bookings, and ARR, emphasizing the need for customer success teams to understand their impact on overall business health. The conversa…
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In this episode, Todd Kirk and Casey Trujillo explore the importance of recognizing opportunities in customer experience through the metaphor of surfing. They discuss how to embrace a mindset of continuous learning, the significance of building trust with customers, and the need for cultural adaptation in business practices. Takeaways Taking time o…
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Check-In: How Shopify created a culture of humility
3:02
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3:02Get a quick introduction to this past Tuesday's episode with Samantha Murray. If you haven't listened to that episode, go listen to it!
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Break down silos & reduce customer friction with Samantha Murray, Ex-Shopify
43:36
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43:36Join Casey Trujillo and Todd Kirk live from Silicon Slopes recording studio in Utah for an interview with Samantha Murray, Customer Education guru. Sam Murray discuss the critical role of customer education in SaaS organizations, drawing on Sam's extensive experience at Shopify. The conversation highlights the challenges of organizational silos and…
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How you can 6x your adoption with guest Ed Powers, CS consultant
32:59
32:59
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32:59In this conversation, Todd Kirk, Ed Powers, and Casey Trujillo discuss the importance of change management in driving user adoption and success in organizations. They explore the human aspects of change, effective communication strategies, and the role of customer success managers in facilitating smooth transitions. The discussion emphasizes the ne…
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Are data & AI your partners or your enemies? with Jordan Morrow, Sr VP of Data @AgileOne
44:42
44:42
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44:42References: Nexus - Yuval Noah Harrari Stolen Focus - Johann Hari Deep Work - Cal Newport Be Data Literate 2nd Edition - Jordan Morrow The AI Awakening - Dr Mazhgan Tavakolifard Mastering the Data Paradox - Nitin Seth Todd Kirk and Casey Trujillo talk with Jordan Morrow, a leading expert in data literacy and AI transformation. The conversation expl…
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Innovation at the Crossroads: Strategic Choices in Disruption - Scott Brinker @Hubspot
38:13
38:13
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38:13"Why are we trying to fight all of this?" The pace of technological advancement outstrips our ability to adapt, a phenomenon captured by MarTec's Law. In this episode, Dr. Chris Mühlroth and Scott Brinker, VP of Platform Ecosystem at HubSpot delve into the complexities of technological advancement and its implications for organizations. They discus…
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CS Skills: Presenting to leadership with Kristen Hayer, CEO @Success League
49:06
49:06
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49:06Welcome to Season 4 of SaaS Therapy. In this episode of SaaS Therapy, Todd Kirk and Casey Trujillo welcome Kristen Hayer, founder and CEO of Success League. Listen to explore Kristen's entrepreneurial journey, the importance of leadership and ownership in customer success, the role of influence and accountability in leadership, and best practices f…
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Happy holidays: Our 2025 predictions & Season 3 thoughts
28:48
28:48
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28:48In this special holiday edition of SaaS Therapy, hosts Todd Kirk and Casey Trujillo reflect on the key insights and themes from Season 3. We'll take you back to some of our favorite conversations from this season such as the analogy of the Winchester Mystery House to illustrate the complexities of learning management systems, and the significance o…
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Bridging the gap with marketing and CS with Marley Wagner, CS & Marketing Consultant
45:26
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45:26Join us for a great conversation with Todd Kirk and Casey Trujillo and guest Marley Wagner, a digital customer success consultant, to explore the evolving role of customer success in the SaaS industry. They discuss the importance of balancing automation with human interaction, the need for cross-functional collaboration between marketing and custom…
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Check-In: Why crunchy conversations matter in CS
4:54
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4:54In this Friday check-in episode, Todd dives into the highlights of his discussion with Emilia, focusing on her unique concept of "crunchy conversations" and the importance of team alignment across sales, marketing, product, and customer success. He explores how transparent and honest discussions can break down silos, improve accountability, and ult…
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The path to revenue retention with Emilia D'Anzica, Founder @Growth Molecules
46:12
46:12
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46:12Todd Kirk and Casey Trujillo welcome Emilia D'Anzica, founder of Growth Molecules, to discuss the importance of customer success and journey mapping. Emilia shares her insights on how to effectively engage stakeholders, identify friction points in customer experiences, and reduce churn. In this conversation, Emilia discusses the importance of accou…
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The Future of Aging: Are We Ready for This? - Dr. Aubrey de Grey @LEV Foundation
54:45
54:45
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54:45Join renowned aging researcher Dr. Aubrey de Grey in an enlightening conversation about the science and societal impact of anti-aging technologies. Explore the concept of aging as a medical problem, the interplay of genetics and lifestyle, and groundbreaking research at the LEV Foundation aimed at reversing the effects of aging. Discover how biolog…
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Getting people to care about your SaaS product with Anthony Pierri, Co-founder @FletchPMM
52:09
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52:09Join Todd Kirk and Casey Trujillo for a conversation with guest Anthony Pierri, co-founder of Fletch PMM, to discuss the critical importance of effective positioning and messaging for SaaS companies. Explore common pitfalls in SaaS marketing, the need for clarity in communication, and the challenges of differentiating products in a crowded market. …
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In this special holiday episode of SaaS Therapy, host Todd Kirk takes a moment to reflect on the incredible journey of the podcast's first year. From insightful guest interviews to meaningful audience interactions, Todd shares his gratitude for listeners and the SaaS community. He also highlights how the show has been a source of inspiration and le…
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We're grateful for CSMs! With Tyler Rogers, Sr CSM @BrainStorm
27:50
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27:50Happy Thanksgiving week! Host Todd Kirk and guest Tyler Rogers express gratitude for the often-overlooked role of CSMs, who bridge the gap between product and customer needs, manage renewals, and enhance the customer journey. Tyler shares insights from his 15 years of experience as a CSM, emphasizing the balance of relationship management and exper…
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Check-In: Learn from Tesla about customer engagement
6:35
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6:35Casey Trujillo discusses insights from Maria Manning-Chapman's episode that focuses on customer education and engagement metrics. The conversation highlights the importance of understanding how many users are interacting with educational resources and the impact of these interactions on software adoption and customer experience. Learn how customer …
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The LMS dilemma & why it fails with Maria Manning-Chapman @TSIA
52:11
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52:11Todd Kirk and Casey Trujillo chat with Maria Manning-Chapman, VP of Education Services Research at TSIA. The conversation explores the challenges and misconceptions surrounding Learning Management Systems (LMS) in customer education, the importance of analytics, and the disconnect between stated objectives and actual practices in education organiza…
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Why EQ is important in SaaS with Jenelle Friday, Founder @LionHeartCS
51:50
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51:50Today features a conversation with Jenelle Friday, founder of LionheartCS, to explore the significance of emotional intelligence (EQ) in the SaaS industry. Jenelle shares her personal journey towards understanding EQ, emphasizing the importance of self-awareness and how it impacts both personal and professional relationships. Listen to learn practi…
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Check-In: Why SaaS companies struggle with CX
6:15
6:15
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6:15In this episode of SaaS Therapy, Todd Kirk discusses the critical aspects of customer experience that Andrew talked about in Tuesday's episode. Explore the definition of customer experience, the importance of understanding customer journeys, and the need for data-driven insights to enhance customer satisfaction. Takeaways Customer experience is the…
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The role of brand promise in CX with Andrew Carothers, CX Leader @Cisco
48:22
48:22
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48:22Todd Kirk and Casey Trujillo engage with Andrew Carothers, a senior customer experience leader, to explore the multifaceted world of customer experience (CX). They discuss the definition of CX, the importance of aligning it with brand promises, and the necessity of a data-driven approach to enhance customer interactions. Andrew shares insights on b…
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Spooky insights: What we learned from surveying CSMs
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31:33Happy Halloween week! Todd Kirk and Casey Trujillo discuss spooky insights from a live survey conducted at the ZERO-IN 2024 conference, focusing on the evolving role of Customer Success Managers (CSMs). Learn how CSMs define their roles, the challenges they face in managing multiple accounts, and the effectiveness of training methods. It's clear fr…
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Metrics, KPIs & health scores with Matthew Collier, former CCO @Pluralsight
44:18
44:18
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44:18In this episode of SaaS Therapy, Todd Kirk and Casey Trujillo talk with Matt Collier, a seasoned customer success leader, to explore the intricacies of customer success metrics, KPIs, and the evolving role of customer success managers. Their conversation dives into the importance of measuring the right outcomes rather than just activity, the balanc…
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