October & November 2016 Recap: Workplace Partnership Launch, New Articles And The Latest Helping Sells Episodes

This post is a recap of some of the projects I have been working on this fall.

Launched ServiceRocket’s Workplace Partnership In London

In October, I traveled to London to launch ServiceRocket’s partnership with Workplace, the enterprise productivity platform developed by Facebook. It was fantastic meeting and working with the Facebook team in London alongside ServiceRocket’s CEO Rob Castaneda and getting to know a few of the brilliant minds (and hearts) behind Workplace. Our team is really enjoying collaborating with Facebook,  other Workplace partners and customers — stay tuned for more articles, webinars, and more on the topics of the future of work and productivity.

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Received ServiceRocket’s “Share The Knowledge” Award

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I was honored to receive ServiceRocket‘s “Share The Knowledge” Award at this year’s team building in Palo Alto. Each year we vote for team members who exhibit each of our core company values. Startup values are tremendously important. I am grateful to work for a company whose values align with my own. Read my blog on this topic.

Published New Articles And Podcasts On Software Adoption, Customer Success and the Future of Work

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Workplace by Facebook is communications platform that is changing the way business is done on the planet by empowering companies to collaborate across geographies and departments through better communication, work, and sharing tools. One of the most exciting applications of Workplace is leveraging it to surmount the most common obstacles that modern Customer Success functions face. In this post, we explore some of the ways Customer Success teams can solve their biggest challenges through Workplace by Facebook. I wrote an article about how Customer Success teams can solve their biggest challenges with Workplace by Facebook.

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Workplace paves the path for organizations to work smarter and more effectively in today’s mobile-first world. In this post, we share tips for building smarter, better business communication and workflows through mobile with Workplace. I wrote a post highlighting how businesses can take advantage of mobile with Workplace.

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New Helping Sells Radio podcast episodes

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Bill Cushard and I co-host Helping Sells Radio, a podcast about helping your customers discover, adopt and thrive using your software.

Listen to a few of our latest podcast episodes:

Wishing everyone a happy holiday season. Thank you for reading! Sarah

Year In Review: Reflections On A Spectacular 2015

From client acquisitions to speaking on several panels for the first time, to stepping away from my consulting business and becoming a full-time, proud Rocketeer, to helping grow the local diversity in tech group I founded in my home city of Boulder, CO, Flatirons LGBTQ Tech Meetup, to over 225 people, plus hosting and participating in a dozen local events in Boulder and beyond, 2015 has been a year to remember. Best of all, I’ve also had the privilege of working with some truly amazing people, companies, and mentors. To close out this memorable year, I thought I’d share some of highlights.

Three of My Clients Got Acquired–And Then One Of Them Acquired Me

Hiking near Los Altos with ServiceRocket CEO Robert Castaneda and VP of Enterprise Ray Bradbury the day after joining the company.

Hiking near Los Altos with ServiceRocket CEO Rob Castaneda and VP of Enterprise Ray Bradbery the day after joining the company.

Perhaps the biggest professional news of my year involved the extraordinary success of my clients. Among this list of successes included three acquisitions: Learndot, a Customer Education platform for Customer Success-driven businesses sold to ServiceRocket in January 2015; Taxify (part of ShipCompliant), a Boulder, CO-based B2B tax automation SaaS was acquired by Sovos Compliance in April; and, most recently, Frontleaf, a Customer Success analytics platform was acquired by Zuora in May to become their Z-Insights product line. Read more about the acquisitions, and how thrilled I am to now be a Rocketeer at ServiceRocket.

Named One of MindTouch’s Top 100 Customer Success Influencers To Meet at Pulse 

Top 100 Customer Success Influencers at Pulse.

This year MindTouch listed me as a ‘Top 100 Customer Success Influencer to Meet at Pulse Conference.’ I was honored by the mention, and enjoyed connecting with others on the list as well as the uncounted numbers from incredible companies who deserved to be on here. Grab the PDF list of influencers on the MindTouch website.

Customer Success Twitter Chat Thrived

In 2014 I launched the first-ever Customer Success industry Twitter Chat (#CustomerSuccessChat) while consulting with Frontleaf (acquired by Zuora in May ’15). Frontleaf co-founders Tom Krackeler and Rachel English were totally on board, and together we launched the chat back in 2014, and in 2015, it really took off. The monthly twitter chat brought together Customer Success enthusiasts and practitioners to talk shop, share best practices, and discuss overcoming challenges.

The chats consisted of lively real-time discussions including a series of questions on one topic (onboarding, sales and customer success, etc.) leveraging the #CustomerSuccessChat hashtag Twitter. We asked subject experts to mark their calendars to guarantee a high-level discourse, and others from the world of software adoption and customer success were also invited to weigh in on. After the chats, the Frontleaf team and I compiled chat recap blogs highlighting the gems from each one. This one on Customer Success as growthhacking is my favorite. At the moment I’m not running the chat, but maybe some form of it will return in the future.

Helped Launch The World’s First Customer Success Podcast

When Frontleaf asked me to devise a new channel to reach their target audience, I researched and created a plan to launch the Customer Success industry’s first-ever podcast exclusively dedicated to that topic. In early 2015, Customer Success Radio, the first-ever podcast about all things Customer Success and the cloud, hosted by Frontleaf co-founders Tom Krackeler and Rachel English launched to great acclaim. The show served as a phenomenal source of leads and buzz for the company. The podcast archives are really worth a listen. While the podcast is currently on hiatus, Tom and Rachel tell me they will hopefully continue the podcast in some form at Zuora.

The experience of creating a plan for a podcast from soup to nuts was invaluable, and the lessons learned along the way have been very helpful in the creation of the brand-new podcast Bill Cushard and I will be co-hosting through ServicerRocket Media. Look out for “Helping Sells Radio” podcast in the first quarter of 2016.

Grew Flatirons LGBTQ Tech Meetup

Flatirons LGBTQ Tech MeetupIn May 2014 I founded Flatirons LGBTQ Tech Meetup in an effort to increase diversity and inclusion in tech in Boulder, CO and beyond. In 2015, with the help of epic co-organizers, we hosted a dozen local events, became a NCWIT Affinity Group Alliance Member, and continued to be supported by our amazing sponsors SendGrid, Pivotal Tracker, Galvanize, and more. We even got a shout-out in the Denver Post and hosted an official Boulder Startup Week event. I’m so proud of the community we’ve built and are continuing to build here in the Rocky Mountain region and beyond. I look forward to working with more local companies and organizations and to hosting and participating in more events in 2016.

Moderated ServiceRocket’s “Helping Sells” Webinar Series

Throughout 2015 I co-hosted the webinars in ServiceRocket’s “Helping Sells” series alongside ServiceRocket’s Head of Training and Director of Marketing, Bill Cushard. This year we interviewed industry leaders talking about customer education, customer success, software adoption, and more. Guests included expert GitHub trainer Peter Bell, Behavioral Design (Gamification) Expert Yu-Kai Chou, ClientSuccess Founder/CEO Dave Blake, and many other industry thought leaders. You can check out the archives and look out for more great webinars featuring all-star guests in 2016.

Spent A Month At ServiceRocket’s Office In Santiago, Chile

This year I had the incredible opportunity to spend a month working out of ServiceRocket’s office in Santiago, Chile. ServiceRocket is a major contributor to the growing startup community in Santiago, and it was a blast to join the team there to host and participate in events and work on projects together.

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Enjoying empanadas with incredible ServiceRocket team in Santiago, Chile.

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Hiking in the Andes near Santiago, Chile with ServiceRocket colleagues.

Was A Panelist At S-Factory Event In Santiago, Chile

In October, S-Factory accelerator, which is run out of Start-Up Chile, invited ServiceRocket’s Chief Operating Officer Erin Rand, accountant Noelia Rio and me to speak on a panel to discuss how we’re “rocking it”. I was honored to speak to the entrepreneurial audience about growth marketing, our company values, and how we approach software adoption and customer success. S-Factory Executive Director Patricia Hansen was an engaging moderator, and I enjoyed participating as well as listening to and learning from insights shared by colleagues Erin and Noelia.

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Speaking at S-Factory (part of Start-Up Chile) in Santiago in October 2015.

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Participated In NewCo Boulder Diversity In Tech Panel

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Speaking at NewCo Boulder “Diversity in Tech” panel in November, 2015

In November, I was a panelist on the “diversity and inclusion” panel at NewCo Boulder, hosted at Quick Left in Boulder alongside Quick Left’s VP of Engineering Chris McAvoy and Executive Leadership Coach Gerry Valentine, moderated by Rachel Beisel. I loved being a part of the discussion and getting to chat with people after who wanted to continue the conversations about “bringing your whole self to work.” I shared personal stories as well as lessons I’ve learned from working with Silicon Valley Women of Influence, ServiceRocket’s COO Erin Rand and VP of Marketing Colleen Blake, both of whom do amazing work to increase inclusion in tech. It was cool to hear that people enjoyed the panel and that QuickLeft may want us to recreate the panel again.Screen Shot 2016-01-01 at 2.30.45 PM.jpgScreen Shot 2016-01-01 at 2.30.28 PM.jpgScreen Shot 2016-01-01 at 2.32.21 PM (1).jpg

Interviewed Hooked Author Nir Eyal With Bill Cushard

Sarah_graphic-05I helped crowdsource edit the book Hooked by behavior engineering expert Nir Eyal and have been a huge fan of his work for a while, so it was a big honor to get to interview him and Bill Cushard for ServiceRocket Media. It was an amazing discussion about behavior psychology, customer education and software adoption. Listen to the interview.

Looking Forward To 2016

I’m grateful for the amazing people and companies with whom I had the privilege of working in 2015. Thank you to everyone who helped make this such a special year, and for being on this journey together.

I’m excited for what’s to come in 2016. In the first week of January, I’m headed to ServiceRocket’s office in Kuala Lumpur, Malaysia for team building and to work on projects with our team in KL. ServiceRocket Media has some awesome projects in store including a brand-new podcast, epic webinars, and much, much more. Happy New Year! Thanks for reading. Sarah

Three Of My Clients Got Acquired This Year, And Then One Of Them Acquired Me

For the past few years I’ve specialized in digital marketing consulting for B2B SaaS companies. I’ve really enjoyed helping my clients build out their marketing programs to reach their target markets. I’ve helped bootstrapped and VC-funded startups define their positioning, increase their brand awareness and thought leadership in their niche, and generate increased leads and sales. I’ve learned so much. And, perhaps most importantly, I’ve also had the privilege of working with some phenomenal people and teams.

A Series of Client Acquisitions

One of my clients, a Google Ventures-backed veteran in the SEM space, famously shuttered this year. But most of my clients, I’m pleased to say, have wildly succeeded this year. Among this list of successes included three acquisitions: Learndot, a Customer Education platform for Customer Success business sold to ServiceRocket in January 2015; Taxify (part of ShipCompliant), a Boulder, CO-based B2B tax automation SaaS was acquired by Sovos Compliance in April; and, most recently, Frontleaf, a Customer Success analytics platform was acquired by Zuora in May to become their Z-Insights product line.

Joining ServiceRocket As Senior Manager of Growth Marketing

Hiking near Los Altos with ServiceRocket CEO Robert Castaneda and VP of Enterprise Ray Bradbury the day after joining the company.

Hiking near Los Altos with ServiceRocket CEO Robert Castaneda and VP of Enterprise Ray Bradbery the day after joining the company.

I had loved working with the Learndot team. I did some of the best work of my career at that point with founder Paul Lambert and the Learndot crew. One month after the Learndot acquisition (February 2015), ServiceRocket hired me to consult with them on a part-time basis to help promote Learndot, and we quickly ramped up to a full-time consulting engagement. In retrospect, my work with ServiceRocket was a bit like falling in love–slowly at first, but then all at once. I hadn’t realized it, but even before I was consulting with ServiceRocket full-time, I was thinking about them and our work together constantly, reflecting often on the amazing team with whom I was working and the really interesting and creative projects we were working on.

With the amazing ServiceRocket team at Gainsight's Pulse Conference 2015

With the amazing ServiceRocket team (and special guest SalesLoft) at Gainsight’s Pulse Conference 2015

I truly believe in ServiceRocket’s mission, leadership, values, and culture, driven by extraordinary CEO Robert Castaneda. ServiceRocket enables Customer Success for software companies and their enterprise customers through training, support and utilization. When ServiceRocket invited me to join the team as a full-time employee as Senior Manager of Growth Marketing, it was a dream come true. My work as a growth marketer is a fun and challenging blend of content, PR, social media, and demand generation, and is truly further extension of all of the work I’ve been doing in the Customer Success world all along. The team is led by VP of Marketing Colleen Blake, an award-winning Silicon Valley Woman of Influence and incredibly talented marketer and leader. I feel honored to work with and learn from her and the rest of the talented ServiceRocket team every day.

Final Thoughts

I’m so incredibly proud of my amazing clients who have “leveled up” in big ways this year, as well as the small but meaningful roles I got to play in their successes. I’m also prouder than I can express to be a full-time Rocketeer! I am still learning constantly every day, especially from leaders in our field who inspire me, and I look forward to continuing on that journey and creating valuable marketing experiences and content for ServiceRocket customers and the Customer Success industry. I plan to continue blogging here to share insights, news and ideas from the world of customer training, Customer Success and SaaS marketing. I hope you’ll stay connected and continue growing with me on this journey in the membership economy.

Thanks for reading. Sarah

Boulder Startup Week 2014 Recap: Hacking Diversity And Growth

This year, I was fortunate to attend Boulder Startup Week (May 12-16, 2014), an annual celebration of all things startup-related in this beautiful Colorado mountain town. I’ve lived and worked in other startup-filled metro areas including NYC, LA, and the San Francisco Bay Area, and after living here for almost a year, I’ve discovered that Boulder has some pretty unique tech culture that isn’t typically found elsewhere (as far as I know).

Why is Boulder’s startup scene so unique? I think it’s because “giving before you receive, without having the expectation to receive” is exemplified here (for more on this check out Brad Feld’s Boulder thesis). So many companies and individuals in the community are committed to this, which I believe is why magical things happen within our startup community.

I’ll touch more on this idea of giving back to the community later in the post, but first, here’s a recap of the events I went to. I should note that I tackled a full client workload this week while fitting in events, and so I chose to prioritize attending diversity events and events on startup growth.

The first event I attended was the Startup Crawl, in which ten offices in Boulder opened up their spaces to meet and give out booze and refreshments to entrepreneurs and community members. The offices that participated: Simple EnergyShipCompliantPivotal LabsGalvanizeSendGridPivot DeskMobileDay/ JumpcloudKapostMocavo and Slice of Lime. I didn’t get a chance to visit every office, but the ones I went to, Mobile Day/Jumpcloud, SendGrid, and Galvanize, were a blast. I loved meeting awesome new people, and walking into noisy, sometimes raucous, rooms filled with great people laughing, talking, and toasting to our work and our community.

It was snowy when Boulder Startup Week 2014 began.

It was snowy when Boulder Startup Week 2014 began.

SendGrid's beautiful view. I got to see their awesome new office during the Startup Crawl.

SendGrid’s beautiful new office view. Photo taken during the Startup Crawl.

Amazing vegan lemon gelato served at new coworking space Galvanize in Boulder. Enjoyed during the Startup Crawl.

Lemon gelato enjoyed at new coworking space Galvanize in Boulder.

SendGrid's brand new swinger lounge was a star of the Startup Crawl.

SendGrid’s brand new swinger lounge.

The next event I went to was a discussion of a new book soon to be released by Foundry Press, Jane Miller’s Sleep Your Way To The Top* And Other Myths About Business Success. After holding leadership positions at food industry giants like Heinz London, PepsiCo, and more, Miller stepped in to helm Boulder’s Charter Baking Company, bakers of Rudy’s Organic and Rudy’s Gluten Free. Miller’s book, and the lively discussion, focused on the lessons she learned during her career. Miller also discussed how she became involved with Unreasonable Institute, leveraging her vast corporate management experience to help make a difference in the world. Peppered with advice and anecdotes, the talk was definitely entertaining and informative.

Sleep Your Way To The Top: * and other myths about business success

Brad Feld and Jane Miller discuss her new book on being a successful female CEO.

The next morning, I attended coffee hour/ talk on “Controversy of Diversity,” which focused on strategies for increasing diversity in technology startups. This was probably my favorite event of all of startup week. While enjoying Ozo Coffee and BronutsTara Calihman and Julie Penner kicked things off, followed by Ingrid Alongi, CEO of Quick Left, who talked about the big data behind the issues and Dr. Wendy DuBow, a NCWIT research scientist, shared tips on becoming a male advocate. I learned some startling statistics about how gender inequality around technology starts super young, as girls are often conditioned to think computer science is more for boys. Over time, the numbers of women angel investors have increased, and there are more women in tech, however startup management positions are still 96% male, according to Alongi in her fantastic, statistic-filled presentation. I was inspired by Alongi’s mission and company, as well as her passion for increasing diversity in the startup tech world.  

CEO Ingrid Alongi of Boulder's QuickLeft

CEO Ingrid Alongi of Boulder’s QuickLeft spoke at the Controversy of Diversity panel.

The NCWIT presentation was another highlight; DuBow said in addition to adopting gender neutral hiring language, there are specific strategies companies can do once women are on board to help them succeed alongside their male peers. This includes mentorship across gender, which I found to be a very important point and something I’ve personally benefitted from. There was also a Q&A session that included more discussion about the subtle ways startups can either encourage or discourage diversity, including creating during-work social events to avoid penalizing parents who aren’t interested in building company community at a bar, and trying to call on women during meetings, as men are still statistically more likely to speak out.

The Controversy of Diversity talk held at Techstars during Boulder Startup Week 2014.

The Controversy of Diversity talk held at Techstars during Boulder Startup Week 2014.

Startup growth panel at eTown during Boulder Startup Week.

“Early Stories At Big Companies “panel at eTown during Boulder Startup Week.

The final event I attended was “Early Stories At Big Companies,” on the final day of Boulder Startup Week. It was amazing to listen in to founders and early employees of big startups like Github, Twitter, SendGrid, and more share some lesser known stories of how they grew, challenges they faced, and how they overcame adversities. Some of the takeaways: “if you aren’t unhappy with your product when you launch, you’ve waited too long to go to market,” “take initiative and ownership of what’s important to you and the company,” “focus on what you really care about and what you’re spending your time on, and correct any misalignment on an ongoing basis,” and “don’t have an air gun fight in a parking lot outside your startup unless you want local police involvement” (you had to be there).

As I mentioned at the beginning of the post, I’ve been really inspired by our community’s “give before you get” mentality. Startup Week diversity events solidified my interest in helping to build community and support around a community I personally care about and am aligned with, which is why, with ally Brad Feld and other startup community members’ blessing, I’ve started Flatirons LGBTQ Tech Startup Meetup. Our group already has its first event scheduled, and is open to all. We’re also looking for a business sponsor of the meetup.com dues and possibly some events, so please drop me a line if you are or your company is interested in getting involved.

Thanks for reading my recap of Boulder Startup Week 2014! I’d love to hear in the comments if others attended these or other events and/or what your impressions were of the week.