Human-First Leadership: Fulfilling the Customer Promise
2024 45 min

Human-First Leadership: Fulfilling the Customer Promise


Fulfilling a customer promise means delivering exceptional experiences consistently. This commitment requires more than just customer satisfaction; it demands a customer-centric approach that breaks down departmental barriers and cultivates strong, customer-focused leadership. In this session, explore how a human-first leadership style can transform your organization. Learn how authentic leadership, characterized by vulnerability, empathy, and a commitment to personal development, inspires teams to prioritize customer needs. Discover actionable strategies to build robust relationships and foster a culture where customers feel genuinely valued and supported, driving your organization's success.



0:00

So welcome to day two of Pulse Europe 2024.

0:04

Hands up who went to the Pulse party last night.

0:07

Did everyone enjoy the band?

0:09

Yeah!

0:10

Who did any crowd surfing?

0:11

It's just Sam from Gaincite then, OK.

0:15

There's no party like a Pulse party.

0:18

You know that by now.

0:19

Welcome. This is track six crucial insights

0:22

for human first leaders,

0:23

and we have some incredible speakers lined up for you today.

0:26

My name is Harry.

0:27

I'm part of Gaincite's customer success team here in Europe.

0:29

A couple of reminders, as you probably know by now,

0:32

there is going to be a Q&A in Slido at the end.

0:35

Please drop your questions now for our speaker

0:39

and we'll take them at the end through the Pulse app.

0:42

You need to go to the home page, click track six,

0:45

and submit your questions.

0:47

OK. We're also going to be surprising with all of the content,

0:52

all of the slides, the audio recording from today,

0:55

probably within the next two weeks.

0:57

So go check out the Pulse library

0:59

for a copy of today's session.

1:01

OK. I'm really excited to welcome our first speaker on stage,

1:05

an incredible thought leader in customer success,

1:08

Laura Barnes, SVP of customer success, Amra Nules,

1:12

and also a spotlight winner of the Outstanding Women

1:15

in Customer Success Award,

1:17

and Gaincite's Game Changer winner in 2023

1:20

for the Transformational Leader Award.

1:22

A couple of fun facts about Laura

1:24

is that she recently got into Trempe-leaning.

1:27

Is that right?

1:28

OK, rebounding Trempe-leaning and has to bounce out of bed

1:32

every morning to go do it.

1:33

It's given her a whole new lease of life.

1:36

And also, she plays tennis for Kent in the UK,

1:39

her home county.

1:41

Laura's... OK.

1:44

OK.

1:45

OK, so you're not playing now. OK.

1:47

You're retired. OK.

1:49

Laura's session is entitled Human First Leadership

1:51

Fulfilling the Customer Promise.

1:53

In this session, we'll explore how a human first leadership style

1:57

can transform your organisation,

1:59

learn how authentic leadership characterised by vulnerability,

2:03

empathy and a commitment to personal development,

2:07

inspires teams to prioritise customer needs,

2:09

discover actionable strategies to build robust relationships,

2:14

and foster a culture where customers feel genuinely valued

2:17

and supported driving your organisation's success.

2:21

So please join me and give a huge round of applause

2:24

for our speaker, Laura.

2:25

APPLAUSE

2:28

Where's the clicker?

2:30

Hi. I'm so pleased to be here again,

2:33

and I really love the fact that this room is full.

2:37

It's brilliant to see everyone,

2:39

and I appreciate you coming to see me speak about this topic

2:42

that's very passionate and goes quite deep for me.

2:47

Delivering on the customer promise is something that,

2:49

as a CS leader, you want to be able to fulfil.

2:53

But doing it in a human first way is also one of the things

2:58

that I have really tried to do over the past seven years

3:03

in a role that I did,

3:05

and I have been exceptionally proud of what I did during that time,

3:11

and it was due to the team I built around me

3:14

in order to fulfil that customer promise

3:17

and do the very best by our customers.

3:19

And it was hard, and I'll take you through

3:22

some of the journey that we've been on together.

3:25

So I wanted to really look at how companies strive

3:32

to deliver to customers, but they don't quite make it.

3:36

And if I told you that 90% of businesses think customers

3:41

trust their company,

3:43

but only 30% of customers actually do,

3:47

it's quite a shocking fact.

3:49

And that's because there are just so many disconnections

3:52

across the process.

3:53

And marketing versus the reality is one of the things

3:59

that many companies prioritise marketing and advertising

4:03

over actual customer experience.

4:06

And they invest heavily in advertising, and the promises,

4:09

they just give so many promises,

4:10

but they neglect that they give those to the underlying infrastructure,

4:15

and the process is necessary to deliver that

4:18

across the whole organisation,

4:20

is one of the things that I think holds back

4:23

a lot of companies and a lot of SaaS businesses.

4:25

There's a short-term focus,

4:29

and that short-term focus is on quarterly earnings.

4:32

We're always trying to achieve that quarterly goal.

4:36

And there's also things that are just not aligned.

4:40

There's been a lot of cost-cutting over the past couple of years

4:44

in companies, and that is a very short-term focus.

4:48

And reducing customer success and removing that

4:53

as part of the organisational structure on GoToMarket

4:56

is the wrong thing to do because it is very short-termism.

4:59

There's also a lack of accountability,

5:03

often on delivering customer promises,

5:06

and employees just are not incentivised in order to do that

5:09

across to deliver the right customer satisfaction.

5:13

And there are misaligned incentives across the business,

5:17

so you're going to have sales teams focused in on delivering

5:22

from leads to effectively delivering on the revenue

5:27

and driving their booking number.

5:30

You've got the support team focusing on cost-cutting

5:36

or ensuring that they're doing things

5:37

in a most efficient way for answering customer questions.

5:43

And then you've got customer success

5:44

that are focusing on delivering maybe cross-sell, up-sell leads

5:49

and advocacy and NPS.

5:52

Those are the things and retention.

5:54

So you've got all these different teams

5:55

that are focusing on different things,

5:56

and why do you think we don't actually deliver

5:58

on the customer promise?

6:00

And I think those broken promises

6:05

don't hold the relationship all the way through.

6:09

And that's why we start to see churn,

6:11

and we really start to see the full down

6:15

within the kind of operations and infrastructure

6:18

of the company, and that's where I think

6:20

customer success is in a privileged position,

6:23

because we see everything end-to-end

6:25

in order to represent that within the company,

6:29

and represent that at many different levels

6:31

across all of the different teams.

6:34

And so, how do you really bridge that gap?

6:37

Well, it's about prioritising customer experience,

6:40

and it's about ensuring that it is allocating,

6:45

it's about allocating resources accordingly,

6:47

and using technology, so all of your systems

6:51

in your business to be aligned to do that,

6:54

and investing in training and development for your people,

6:57

because if your people are not trained in the product,

7:01

how can they really help their customer?

7:04

And it comes down to also investing in that

7:07

so that the employees feel that they can do the best

7:11

by those customers, and then it's about measuring

7:16

and monitoring, and it's about ensuring the employee

7:20

can feel that they have authority to make those decisions

7:23

that's going to make a difference to the customer,

7:25

because nine times out of 10 during a customer's life cycle,

7:29

things are full through the cracks,

7:31

get stuck, have to go back and forth.

7:33

It's not fluid, and trying to keep that fluidity

7:36

across the whole business is very difficult,

7:38

unless you've really looked at it from an infrastructure

7:40

and organisational structure.

7:43

And so it also needs the feedback,

7:47

and the measuring and the monitoring of that feedback

7:49

from customer success, from customer satisfaction and NPS,

7:53

and really helps to, you're listening to those customers,

7:58

but you also have to action.

8:00

You can listen all you like, but if you're not actually

8:01

putting action in across the whole company

8:03

in order to change things on what customers are needing

8:06

from you, you're breaking that customer's interest.

8:12

So for me, how I went about this is around empathy.

8:19

Empathy is one of the grounding qualities

8:23

that I look for when I'm recruiting.

8:27

And I have a great deal of empathy, and I lead with empathy.

8:30

And understanding those needs and pain points

8:34

are so, so important.

8:37

And then putting action plans in place

8:39

in order to obviously change that.

8:41

But by not understanding how your company operates properly

8:47

around a customer journey, you're

8:49

going to work in your silo, and you're

8:51

going to do the very best of that customer.

8:54

And it's just not going to ensure

8:57

the fluidity to help that customer get through

8:59

from the onboarding through to adoption and consumption.

9:05

So there's so many friction points

9:07

in that whole journey across all those teams

9:09

from how the product goes to market,

9:12

to how it's then marketed, and how it's glossed around

9:17

all of these promises.

9:19

And it's about how we then go and sell that product,

9:23

and how we go and ensure that we start to deliver,

9:27

or a partner's implemented, and there's lack of training

9:29

in how partners should be implementing to a best practice.

9:33

And then it goes through to the adoption and consumption.

9:38

And once you get through to that point,

9:41

everyone's just exhausted.

9:42

So who's really looking at the outcomes

9:44

and how you deliver that, and how you sow the whole organization

9:48

up in order to do that and deliver those outcomes.

9:55

So I've done this, and I spent a lot of time doing it

9:58

and about incredible momentum across the company.

10:01

And it really put me in a great pace, personally.

10:06

It also was rooted in a passion to change the company

10:10

for the customer.

10:11

It was hard work.

10:13

There was a lot of resistance from different levels,

10:19

but there was a whole buy-in at the top.

10:21

So it was easier for me.

10:23

And it took a lot of negotiation, and I actually

10:28

outlining what all the problems were across the business

10:30

and why customers are feeling the way they were feeling

10:32

when we got the MPSA results.

10:35

And really listening to what they had to say

10:38

and then change those things.

10:40

So that change management process is incredibly important.

10:44

And there was a readiness assessment

10:45

that was presented yesterday around change management.

10:49

And I went to that session, and it was exceptionally good.

10:52

And that readiness assessment could

10:53

be used in doing something like this.

10:56

And I think it's about realizing you

11:00

have the capability to do this.

11:02

And you have the understanding of everything

11:05

end-to-end as a CS leader to actually challenge this

11:09

and make small inroads every single quarter in order

11:14

to take the company on a different journey.

11:17

And you have everything end-to-end.

11:18

You see it all end-to-end.

11:20

And that is the most inspiring piece,

11:21

because you can see where all the friction points are,

11:24

where you don't have a racey, where

11:26

you need to get people's buy-in, where

11:28

you need to ensure that everyone is measured in the right way,

11:32

and how you can influence getting a measurement across all teams,

11:36

not just the customer-facing teams, but product and marketing.

11:40

And everyone should be really focused in on a customer metric

11:44

that joins everyone together and is measured at the end.

11:47

And a lot of that is, I think, is around retention

11:50

and how you put product to market.

11:52

And the product needs to be adopted.

11:54

And you need to be able to ensure that everyone

11:58

is aligned on those goals.

12:02

And it's defining those key stages

12:07

and defining the moments that matters to the customer.

12:11

But also, where are the pitfalls?

12:13

You can put something fantastic up on a whiteboard.

12:16

And we did exactly that.

12:18

But it was operationally, how are we going to do it?

12:21

And you can align all of your systems to do this.

12:26

It takes a lot of work.

12:27

I mean, I'll say it's going to take a year.

12:28

It might take two years.

12:29

It might take three years.

12:30

But at least you're on the right track in order to do it.

12:32

And the fruits of it are incredible.

12:37

So, defining and delivering the customer's desired outcomes.

12:42

So even challenging product.

12:44

We've just gone and put this product to market.

12:46

How are you expecting a customer to adopt it?

12:48

And what does it actually mean for the customer?

12:50

Yeah, you have a user case and you go to marketing.

12:52

And you put that user case out to market.

12:54

And you go and sell it.

12:56

Now what?

12:57

What does it mean to actually get to implementation and adoption?

13:02

What are those stages of adoption?

13:03

And what's the outcome?

13:04

And how do we tie it all the way back

13:06

to the original objective that that customer was really

13:09

wanting to achieve?

13:11

And then it's about how you ensure

13:14

that customer is being-- is really focused in

13:22

on how they are achieving.

13:25

And are they achieving anything?

13:26

Have they achieved anything over the period of time?

13:29

Because those results that you can show them

13:31

that you're getting, even if it's tiny,

13:35

is better than they had before.

13:36

So the retention of that customer is far greater

13:39

than a customer that's not achieving anything at all.

13:41

Because you can't actually prove anything around that.

13:46

So therefore, you need some kind of form of tracking

13:49

in order to do that.

13:51

So define the race.

13:52

You understand the customer perspective

13:54

on their experience.

13:55

And do some-- once you've aligned everybody to this

13:58

and you've got a race set out as to who does what,

14:01

it's actually taking some test customers

14:03

and putting them through it before you roll anything out

14:05

to the rest of the organization.

14:06

It needs to be able to work.

14:09

But here is one of the most important pieces,

14:13

which is empowering the team.

14:15

So how you go about understanding

14:19

those different departments and empowering those employees

14:23

to make those decisions that benefit the customers

14:27

and giving people autonomy to do that.

14:29

And that was one of the things that I built in

14:32

when I-- in my last role.

14:34

It was about the autonomy to make decisions,

14:36

no matter what level of customer success you were,

14:38

you had the ability to make those decisions

14:40

and we would back you.

14:41

It was the right thing for the customer.

14:43

And it was a culture that we built around that.

14:46

And it really did give a cohesive way of operating,

14:52

not just us and how we created this team that was just so

14:57

immense and wanted to be together,

14:59

but how that was then seen across the rest of the company.

15:04

And how individuals within that team

15:07

did feel empowered in order to do the best thing for that customer,

15:11

or challenge and bring things out in order for that

15:15

to be managed across the whole business.

15:19

But that way of operating is really

15:23

being an ethical leader and doing the right thing all the time.

15:28

And it comes from really understanding

15:30

what your values are as a leader and what

15:32

you want to be able to empower and ensure

15:36

that your team are going to deliver

15:39

and how you go about doing that.

15:41

And those values really sit around trust and honesty

15:45

and building loyalty and fellowship.

15:47

But that comes from, I think it comes from me

15:50

being just so accountable and responsible the whole time

15:53

to do the right thing that I always

15:56

wanted to work with a team that had cooperation

16:00

and that there was harmony and there was not

16:02

a bunch of people infighting the whole time.

16:05

So there was these things that I really tried to enforce

16:08

and put around the rest of the business.

16:11

But I really did fight for my team.

16:14

And there was moments where I really

16:16

went above and beyond in order to do the right thing

16:19

by a person because it just wouldn't have actually

16:22

happened if I hadn't have gone and fought for it.

16:25

So that purpose and that ability to have integrity

16:29

and do the right thing all the time

16:32

creates that authenticity of leadership

16:35

where people do want to follow you,

16:37

do want to be part of your team.

16:39

And it also, it creates resilience as well.

16:43

And I became very resilient to a lot of situations

16:51

that I went through.

16:53

And taking the company through that type of change

16:57

is hard.

16:58

And there is a lot of individuals.

17:02

Everyone is quite cooperative.

17:05

But there is particular individuals

17:07

that you have to go and influence

17:08

and give them the understanding and tell them

17:10

the consequences as to why we're doing things.

17:13

And what's going to happen if we don't do it?

17:15

And those are the things that really start to resonate.

17:19

And working with your CFO is incredibly important

17:22

in trying to do a project like this across the business.

17:26

So it comes down to open and honest communication,

17:29

really fosters that ability of trust and loyalty.

17:35

And obviously you need a charismatic leader.

17:38

You need somebody that really represents the company

17:41

and really wants to do the right thing by the company

17:44

and also by the team.

17:48

And having somebody in that position who really believes--

17:52

and I think this is one of the things

17:54

that it comes down to is belief.

17:58

You have to believe that you can do it.

18:01

Because if you don't believe it, the rest of your team

18:04

are not going to believe it.

18:06

And there are days where you don't believe it

18:10

because you come across a barrier.

18:11

And you need to get over that barrier.

18:13

And it's about how you overcome that barrier, too.

18:16

Grows you as a leader.

18:18

But that true belief inside is so incredibly important

18:24

in order to drive change at this scale.

18:27

And investing in customer success, not taking it out,

18:32

but investing in how it operates is also really important

18:37

because it should be part of go-to-market.

18:40

And if it's not, you're too siloed.

18:43

And you are very much thinking about how you represent yourself

18:48

all the time and justifying how you should be measuring your team.

18:55

And is it enough?

18:57

And are they going to take us out?

18:59

Are we showing enough value?

19:01

And it's not just to the customers.

19:02

It's a constant-- and I was having a conversation with Annika

19:05

just now-- it's a constant battle

19:08

to show where you sit in the organization

19:11

and what you're actually contributing to.

19:15

And if you are on a dashboard and if you are sitting alongside

19:19

the metrics of driving leads and you

19:23

have the partner team, you have the sales team,

19:28

you have the SDR team, the marketing team,

19:30

and customer success, you're going

19:32

to see the ability to drive those leads and those leads

19:35

that close, you're going to fly.

19:38

Because it really-- the relationship

19:40

you have with your customers and if you lead by empathy

19:43

and do it in a human-first way, and really,

19:46

it's about the success of how that customer is feeling

19:49

that you're going to help them achieve their goals,

19:52

that all of those things just emulate into trust.

19:56

And those customers are going to trust you

19:58

and they're going to ensure that they're

20:02

going to look at other opportunities to grow with you.

20:07

So I feel that it's a real foundational piece

20:09

in order to deliver the results, but also

20:11

a operational capability and infrastructure capability too.

20:17

So that support-- providing the dedicated teams,

20:21

but also providing the real level of support

20:25

that can really inspire those exceptional customer

20:28

experiences is really important.

20:31

So in terms of what does success look like,

20:35

what are you really trying to achieve?

20:36

Well, you're trying to achieve increased growth,

20:38

increased customer satisfaction, reducing churn,

20:42

and building those deeper relationships.

20:44

So that over time, that's the growth of the company.

20:48

And I think a lot of companies don't really

20:50

appreciate the level and the ability for customer success

20:56

to retain, grow, and build that trust.

20:59

And that's why you have a customer success team.

21:02

But the level of growth that you can get out

21:04

of existing customers is huge.

21:08

And on the leaderboard and you're

21:11

driving 45, 50% conversion on the leads

21:15

and the other teams are just way, way down.

21:18

It really shows what you're contributing

21:20

to the rest of the organization.

21:22

So all employees need to think first, customer first.

21:26

That's about working with HR.

21:28

It's about working with the culture team.

21:31

It's really looking at how and what impact they can have

21:38

at every touch point.

21:40

So thinking about being customer first

21:43

from a product perspective, being customer first

21:45

from a marketing perspective, from an AE perspective,

21:50

how and what do they need to do for long-term growth.

21:53

And it really depends on how everyone's measured.

21:55

But that customer first is going to come from customer success

21:59

and from the support team and the professional service team

22:02

because that's what they do.

22:04

However, all customer facing employees

22:08

need to know that life cycle.

22:10

And I can't iterate enough how important it is

22:13

that life cycle is defined out and a race is defined out

22:17

and how everybody interacts with everybody

22:20

across the company because it takes out the friction

22:23

for the customer and also gives accountability

22:27

and responsibility to teams during those pieces

22:29

of the life cycle.

22:31

And so it comes down to the--

22:34

there needs to be, as I said, the infrastructure

22:37

and tracking capability to join everybody up,

22:40

join that customer journey up and identify

22:43

where those points of growth could be

22:47

or the points of retention risk.

22:52

And where could those actually be?

22:54

And what is the plan once you see that retention risk?

22:57

What do you do about it?

22:59

But that needs to be way more automated.

23:01

And we have a real opportunity with AI,

23:04

but we also have a real opportunity

23:06

to help start building this within our businesses

23:09

because it is so siloed.

23:12

There are so many systems that sit

23:14

owned by different parts of the organization.

23:17

So you'll have Salesforce being managed by the SalesOps team,

23:21

Gainsite being managed by the customer success team,

23:25

ServiceNow being managed by the support team.

23:27

You've got all these systems as well as finance owning

23:30

all of the billing systems.

23:34

All of these systems all sit with different teams

23:36

and nothing's joined up end to end.

23:38

So that capability of doing that across the data

23:40

from the business is like the first step

23:42

and how you actually operate this.

23:44

And then there's thinking about what the customer really needs

23:46

in terms of the value framework that you should be putting in.

23:50

What are those outcomes?

23:51

So you go sell it, you build it, you create the dream,

23:56

and then you go sell it.

23:57

And what about delivering for those outcomes?

23:59

How do you build a value framework around that?

24:02

And the way we did it was look at what's it going to take

24:06

to deliver 25, 50, 75% of adoption?

24:11

And during those, that 25%, what does it mean to adopt 25%,

24:16

what features get us there?

24:18

How far along do you actually get to achieve your user case

24:22

that you started out with at the beginning

24:24

in the sales cycle?

24:26

And actually join it up with telemetry and work out,

24:30

are you achieving that for that customer?

24:31

Because that's what's going to really provide the outcome

24:35

is to how you go do it and then go back in the QBRs

24:38

and tell the customer how it needs to be delivered.

24:41

It's going to be, it's being delivered, sorry.

24:44

And what you've done for that customer.

24:48

So, as I, you know, I can't history,

24:53

this is just so important for me now.

24:56

Like this is like the biggest revelation.

24:58

I was doing all of this in my last job

25:00

and then I read this book and it's called Revenue Operations.

25:03

And I had a conversation with Stephen DeOrie

25:06

who wrote this book 'cause I was so excited to find it.

25:11

It's basically the manual as to how you do this.

25:14

It's how you can build your organization

25:17

but you need to have the confidence and belief

25:20

to go and do that.

25:21

To go and provide that type of insight

25:26

to the rest of your leadership team

25:28

as to what's happening across different parts of your org

25:32

and how you can change things.

25:35

And it is a company-wide project, yes.

25:39

And it needs sponsorship, yes.

25:40

But if you are going to do something like this

25:45

and you are going to try and turn the company

25:48

in a different direction,

25:52

this is what you need to really look at

25:54

because you can do it yourself.

25:57

You can have that influence to get that changed.

26:01

And I never got all of the way

26:04

but I did do a hell of a lot of the journey.

26:06

And I was so proud of what I got done.

26:10

But we are siloed and the life cycle

26:14

within the business needs to be defined

26:16

and that we need to be able to put those systems in

26:20

and we need to be part of go-to-market.

26:23

If you're not part of go-to-market,

26:25

you are not in the right place

26:27

because all of the data that you have that I described,

26:31

you've got marketing operations,

26:33

you've got the product ops team,

26:36

you've also got sales ops,

26:39

you've got customer success ops,

26:41

you may even have professional services ops,

26:44

you may even have support ops,

26:45

all those ops teams all siloed at the moment,

26:48

who's looking at how those operations teams

26:52

can be pulled together under one leader

26:54

that can really help identify

26:57

where the growth in those accounts is,

27:01

where the risk in those accounts are.

27:05

And those are the things that can really be born out

27:08

of building little hubs of teams,

27:10

whether it be an AE, professional services person

27:13

and the CSM that come in to help.

27:16

You've seen a flag in the system

27:17

and you're now on the account.

27:19

You can see that you can grow it by X amount

27:21

or you can retain it.

27:22

And that retention of that customer

27:24

is way more important than going out

27:27

and bringing in a new customer

27:29

that is not part of your ISP

27:33

because that's gonna make the whole journey so hard.

27:36

And I know most of you see that a lot.

27:39

But the advanced analytics and the AI

27:42

that we can put into this whole story now

27:45

is going to really elevate how we operate.

27:50

But you, you know, the opportunity customer success leaders

27:53

have to initiate that and work with the finance team

27:57

and work with the rest of the organizational leaders

28:00

to flag this.

28:02

It's a hard slog at the beginning,

28:04

but once you start getting momentum

28:05

and start working around a customer first mentality

28:08

with the HR and the culture team,

28:10

you really start to see this.

28:12

Everyone wants to work in a place

28:14

where we do the right things

28:16

and we succeed together as a team.

28:18

And this is what I see is help,

28:20

will help many organizations

28:23

provide the opportunity for turning around growth

28:28

is changing how we look at the infrastructure

28:32

and the processes within our companies.

28:35

'Cause it is about lifetime value

28:39

and it is about profit in the end.

28:41

Couple more slides.

28:43

So what helped me, I've told you some of it,

28:46

how you represent the customer and the experience,

28:50

company transformation needs sponsorship,

28:52

you need somebody that's really gonna help you.

28:54

You need one and then you need to go and work on the others.

28:58

But with one person sponsoring you

29:00

at that exact level, you're going to start to see momentum

29:03

and it's about how you go and present the data.

29:06

It has to be data driven,

29:07

it has to be customer experience driven

29:09

and you need to show how it can be done

29:11

and what needs to be done.

29:14

And, you know, you need to work out

29:15

before you go in to see them,

29:17

what types of individuals need to be

29:19

in that transformation project.

29:21

Help people see it's possible,

29:24

that's that belief thing that I talked about.

29:27

And driving that customer first vision

29:31

and building your case through data,

29:34

having the persistency,

29:36

you gotta be persistent in doing this stuff

29:38

'cause it's hard.

29:40

And then really proving out that test case segment two.

29:44

So even if you could do it on a mini scale

29:46

and to show that it could be better

29:48

with a number of different components or changing things

29:52

and putting a customer that, you know,

29:54

that comes through the sales team

29:55

through a different process

29:57

to see how different things work.

29:59

So it's a way from organizational change first

30:01

but actually testing things would be a good way

30:04

to actually get influence and ensure that

30:08

people really do listen

30:09

'cause you've gone and tested things beforehand.

30:12

And then it's about taking action,

30:15

implementing and just watching it grow.

30:17

And going in, being bold,

30:20

be bold and say what it was,

30:22

it was gonna help the organization do in doing

30:26

in terms of improving retention, reducing churn,

30:31

growth 'cause you're not losing those customers,

30:33

you're gonna grow them.

30:35

Improving the ability for,

30:37

if you're looking at value framework as well

30:40

and you're going end to end,

30:41

you're really gonna start to see those customers

30:44

that haven't seen the value as much

30:45

because you know you've defined out

30:47

how you're gonna track it,

30:48

you're gonna start to see those customers

30:50

really want to work much more with you

30:53

because that's what's gonna drive the customer happiness.

30:58

And in summary,

31:00

it's about a company wide approach

31:04

and positioning CS in the go-to market

31:07

and being a revenue ops type business.

31:13

You've got sales ops, sure.

31:15

But this is about tying all pieces of data up.

31:18

Then it's about the people

31:21

and what's the CSM promise?

31:23

You need to define that promise.

31:24

If you don't define it,

31:25

how are you going to really know your why?

31:30

And you need to understand all of your teams why too,

31:34

understand what those people are trying to do.

31:37

I really focused in on a lot of the development

31:40

of the team too and what was needed

31:43

and how we were gonna do that.

31:44

And lots of people through the years

31:46

that I worked in my last job really grew

31:50

because we had clear understanding

31:52

and they had clear understanding of development plans

31:55

but we also had a lot of succession plans as well

31:58

and we put in different leadership layers

32:01

and people came through the ranks

32:03

and you had really phenomenal careers

32:06

in our last business.

32:11

So the processes as well,

32:14

are we taking you through in terms of how you can do it

32:17

and what those playbooks could look like

32:19

in terms of changing the company

32:21

to do something like this

32:23

but really working out how customers

32:26

are measured through the journey

32:28

and also how they measure you.

32:30

That's so important.

32:31

And then what's the success criteria

32:36

we've talked about but the,

32:38

how this be shared across the business

32:41

and how do you really ensure around the delivery

32:45

of customer centricity?

32:46

Defining that is of utmost importance

32:51

because otherwise you just don't have that dream

32:54

as to what you're actually moving towards.

32:58

Thank you.

33:00

(audience applauding)

33:05

- All right, thank you Lara.

33:06

Also, we're gonna take some questions now.

33:09

So please jump into post-Europe app,

33:13

track six, submit your questions and let's get going.

33:16

Right, Anita, thank you for your question.

33:18

Lara, you mentioned the importance

33:20

of finding your own values.

33:22

For example, trust, empathy.

33:24

Is there a particular exercise

33:25

that you would recommend for leaders

33:27

finding their values and leadership style?

33:29

- Yeah, yeah.

33:30

So I don't know whether you can get it on,

33:32

you could Google it

33:33

but there is a list of values

33:36

and if you reach out to me on LinkedIn,

33:38

I will send you my list of values 'cause I've got it

33:41

but it was like, there's just hundreds of them on one page

33:44

and you spend a good half an hour and you go through

33:48

and the ones that jump out of the page

33:50

and resonate with you, they're your values,

33:52

they're what you stand for.

33:53

I've done a lot of this with coaches

33:57

that I've had over the years

33:58

but I really understand what I represent and who I am

34:01

and why I react in certain situations to things

34:06

and I wouldn't say I'm emotional, I can control it

34:09

but it really does build inside

34:12

when I know it's really important to me

34:14

and that's because of the deep value.

34:16

So if you're getting in touch with me on LinkedIn,

34:19

absolutely I'll send you the list of values.

34:24

- Awesome, right, next one.

34:27

What metrics or indicators can be used

34:30

to assess the impact of human first leadership

34:33

on customer experience and organizational success?

34:36

- Great question.

34:37

I think the metrics and indicators can be used.

34:46

I think that

34:47

starts with what do you wanna be?

34:53

So what do you want your department to be?

34:56

How do you want to be seen

34:58

and how do you want your CSMs to operate

35:03

and be known for?

35:05

And what qualities are needed in order to provide

35:10

that overall vision of what you are trying to achieve?

35:15

When I started out, I was at Site Corps seven years,

35:19

I built it from scratch

35:21

and I had a clear understanding of what it was gonna take

35:25

to run 3,500 customers.

35:28

And I was laughed at within the first few months

35:31

of I said, you can't just give me 10 CSMs,

35:35

if you want me to do a full coverage model,

35:36

I'm gonna have to have 50.

35:37

And they were like, you haven't a laugh.

35:39

And when I left, there was 75 within the CS team.

35:43

So it did include operations,

35:46

but I was right because I had a vision

35:49

and I knew what we were gonna need to build it out.

35:52

But those, the human first leadership metrics,

35:56

I think it comes down to how you want to be seen

36:01

and are you being seen in those ways?

36:04

So the metrics of, it's a very difficult question.

36:09

I'm trying to think of specific things,

36:11

but it's setting out your goals

36:13

and how you wanna be seen.

36:15

And then, and actually throughout the organization,

36:18

you're gonna see people that either come to you

36:21

and ask you for a job because they wanna work for you

36:24

or they're going to see what you're doing

36:27

and compliment how you're operating

36:29

and how your team operate.

36:32

And I used to get that a lot.

36:34

One of my leaders or CSM would go into a meeting

36:38

and I would get compliments from the AE

36:41

or one of the professional services or support leaders.

36:44

Those are the types of things.

36:46

I think it's more tangible, it's more emotional.

36:51

You'll know if you're actually achieving those

36:53

metrics and you could do it based on feedback.

36:58

I think that's, I can't, I can't think of anything else.

37:03

- Good answer.

37:04

Okay, I love this next question.

37:06

How do you foster a customer-centric approach

37:08

when you are but one department in a sea

37:11

of offering different attitudes?

37:14

- Yeah.

37:15

So I see it in a very big picture.

37:18

I see it as we're very privileged to know

37:22

how our customers are going through

37:24

an end-to-end journey with us.

37:27

And we do see it, if you start to open your mind

37:29

and not look at it from just what you're doing

37:31

in terms of a siloed CS perspective,

37:34

how the impacts start from building a great product

37:37

and going out to market and selling a dream,

37:40

it's about doing the right things by customers

37:46

doing the right things by customers,

37:51

having a clear understanding of what you want to achieve

37:57

to the customer but also internally.

38:00

How do you want to be seen?

38:02

And

38:03

doing lunch and learns, and I mean,

38:10

they're not the answer to lunch and learns

38:12

but the biggest thing is actually understanding

38:14

everything end-to-end and then ensuring that you're using data

38:19

to pull from the NPS what customers are experiencing

38:23

and then working out how you navigate that back up

38:26

to the put implement and then, you know, they've been working

38:29

with a partner that they've had to chop out

38:31

because they weren't trained enough.

38:33

And then, you know, they have then gone on

38:37

and they've had an incredible experience with their CSM

38:40

because they've supported them all the way along the journey

38:42

as well as the support team in helping them.

38:44

And, you know, those types of, those types of real-time feedback

38:51

from a customer across a whole journey

38:53

elevates how tough it is and then it's about ensuring that

38:58

you can bit by bit show from those,

39:02

that real data point from that customer that you're then going in

39:07

and helping affect people to think about the customer

39:12

from a departmental perspective and then going in

39:15

and talking to product and, you know, the product team,

39:18

be the person that goes in with those data points

39:21

and talk to the product in their product team.

39:23

They might have, you know, a couple of hundred people

39:25

on a product call every month and be a speaker at their meeting

39:29

and, you know, stay the same thing to every single department

39:34

and give them that vision and view and eventually it does create momentum.

39:40

And if you can work, if you've got a customer first value

39:44

for your brand at work, go in and work with the culture team

39:50

and the HR team to help initiate that and pull it into how you work,

39:56

how we go to market with the marketing of the product

40:00

and how it can be more, it can resonate to be customer first.

40:05

So it's really how you go about working with the different departments

40:08

to influence and create that momentum and build the wave.

40:14

You've got to be, you've got to have a lot of tenacity

40:17

and you've got to believe that it can happen.

40:20

Module gains.

40:21

Can we just get the timer down on the screen here

40:23

so we don't run over please?

40:25

Okay, I love this question because every time he's asked,

40:28

"Do you always hear a different answer?"

40:30

Do you think customer success should be more commercial?

40:33

And if so, do you think empathy and being commercial can coexist together?

40:38

Yes.

40:39

(Laughter)

40:41

There you go.

40:42

There you go.

40:44

Customer success has to be commercial.

40:46

If you're not being commercial, you're left behind.

40:48

How are you ever going to justify your existence

40:52

if you can't put a number to your team?

40:56

And it really does make a huge difference.

41:00

And that's what it's said to you about being on a leaderboard

41:02

with the rest of the teams.

41:03

If you're going to create leads or drive leads,

41:06

they need to see how they convert.

41:07

They need to see what you're driving.

41:09

And they need to see the impact of the difference between a sales person

41:18

going at and they should be negotiating closing.

41:20

That's what they're great at.

41:22

But a CSM can drive leads from being a trusted advisor

41:27

and understanding.

41:28

They have a deeper level of relationship with that customer.

41:30

They can understand what the customer needs.

41:34

Across the rest of their tech stack to understand and see if they need

41:37

any further product from you.

41:40

Or do you think empathy?

41:45

So I do think you can be still empathetic and be a sales person

41:49

because you should be understanding what the customer requires

41:52

and what they need rather than going and selling a dream.

41:56

You can actually sell the reality if you can put in place the measurements

42:00

in order to drive outcomes.

42:03

There you go.

42:04

All right, we're going to take one last question.

42:07

When your organization faces a financial or operational crisis,

42:11

how do we ensure that decisions made during those times

42:14

still prioritize customer value and the promises made to those customers?

42:20

So I took you through some of the things that organizations do wrong,

42:29

which is they have such a short-term focus.

42:33

And it does cause operational crises because they pull out people

42:38

from a lot of the ops teams, don't they?

42:41

Or they remove customer success or they remove marketing or people

42:46

that are actually there helping the journey move along and they start

42:50

to remove those individuals for cost purposes and margin purposes.

42:54

You've got to have the data to help show.

43:01

And this is what I said about, you know, if you are,

43:05

if you have metrics that you're proving, the value that having a CSM

43:09

on something in comparison to the value that you can get from,

43:16

you know, a new salesperson prioritizing that value,

43:22

sorry, ensuring that you're using the data to show that the customer success

43:30

team is operating profitably is huge.

43:37

And I think during that time, it's going to take a dip with customers

43:43

if they start taking cost out.

43:45

And that is the risk that these companies take.

43:49

And unfortunately, you've got to have a lot of the underlying data

43:54

to show why a CS team is so critical for the retention of those existing

44:00

customers during a time of new business isn't coming in as fast as they'd like it.

44:05

And that's why they require a CSM team.

44:09

Awesome. All right. Thank you, Laura.

44:11

So just before we end, as I mentioned at the beginning,

44:14

you will get a copy of Laura's presentation and the audio recording of today.

44:18

There should be in the Pulse library in the next few weeks.

44:21

I saw people taking pictures, but you will get a copy of the slide deck.

44:25

Please be sure to give some feedback to Laura via the Pulse mobile app.

44:30

You can win a 50 euro Amazon gift card if you're lucky.

44:34

Just a quick reminder, if you're registered for the session in Track 1 in the

44:38

main stage,

44:39

then you've got 15 minutes to get to that session.

44:42

If you're in this track next or any other track, then you've got 30 minutes to

44:46

get a coffee

44:47

or go visit the Gainsight booth or whatever you want to do.

44:51

And please, will you now join me in thanking Laura for her incredible insights

44:57

today.

44:57

Thank you, Laura.

44:58

[applause]

45:04

Enjoy the rest of Pulse Europe.

45:06

[silence]