SaaS Therapy

Summary In this episode, Todd Kirk and Casey Churjillo explore the latest developments in AI and SaaS, focusing on Microsoft's strategic moves with their Frontier initiative and lessons from historical marketing analogies like Michelin's tire and restaurant guide. They discuss how these insights can help SaaS companies better serve their customers and stay ahead in a rapidly evolving AI la...

Summary In this episode, Todd discusses the evolving landscape of customer success, the importance of problem finding over problem solving, and how to better identify unrecognized customer problems to improve retention and support. Chapters 00:00 Introduction to Customer Success and AI 05:05 Identifying Hidden Problems for Customers 09:55 Conclusion and Call to Action Resources:   ⁠⁠⁠⁠Connect with...

Summary In this episode, Jeff Batt shares insights on vibe coding, AI integration in learning, and how to adapt instructional design in the evolving digital landscape. Discover practical steps to start experimenting with AI tools and rethink how we create engaging learning experiences. Chapters 00:00 Introduction and Broadway Recommendations 02:25 Guest Introduction: Jeff Batt and Dev Learn Confer...

Summary In this engaging conversation, Todd Kirk and Casey Trujillo interview Victor Ivarsson, VP of IT and Telco at Planhat, exploring innovative approaches to SaaS pricing, customer success, and organizational alignment. They delve into outcome-based pricing, the role of AI, and strategies for maximizing customer retention and expansion. Chapters 00:00 Introduction to Victor Ivarsson and Planhat...

Summary This episode explores data-driven insights into effective customer education strategies in SaaS, emphasizing personalized, proactive learning methods over traditional instructor-led training. Todd Kirk and Casey Trujillo share key findings from a survey of over 20,000 users, revealing how SaaS vendors can better engage their customers with relevant, bite-sized content delivered through the...

Summary In this engaging conversation, experts Brent and Mike, Co-hosts of LIVE with Brent & Mike explore the nuances of learning and development, customer education, and how organizations can foster effective learning cultures. They share practical strategies for community building, behavior change, and leveraging technology to enhance performance. Chapters 00:00 Introduction to SaaS Therapy...

Summary In this episode of SaaS Therapy, Todd Kirk and Casey Trujillo interview Glenn Fleischman, CRO of AYTM, to explore the impact of AI on business, insights, and strategy. They discuss how companies can effectively implement AI, avoid common pitfalls, and leverage data for growth. Chapters 00:00 Introduction and Weather Analogy 02:06 AI's Impact on Business Operations 08:39 Understanding A...

Summary Join Todd Kirk, Casey Trujillo, and guest Talya Reynolds as they explore the future of learning, AI, and the societal impacts of technological change. This episode offers insights into how AI can transform education systems, the importance of human-centered approaches, and the need for optimistic innovation. Chapters 00:00 Introduction and Guest Introduction 01:40 The Love Letter to Learni...

Summary Join Todd Kirk and Julie Dirksen as they explore the science of behavior change, effective communication, and how to connect with your audience's immediate needs. Discover practical strategies to simplify messages, understand the elephant and rider metaphor, and drive meaningful change in your organization. Chapters 00:00 Introduction to Customer Education and Learning Design 02:55 The Jou...

Summary In this insightful episode, Ashley Moore shares her extensive experience in change management, digital transformation, and employee experience. She discusses effective strategies for driving change, creating psychological safety, managing change fatigue, and the importance of human connection in technology adoption. Key Topics Change management principles and frameworks Strategies for effe...

Summary: In this episode of SaaS Therapy, Todd Kirk hosts Chandler Milne from Brainstorm to discuss the science of learning experience design, change management, and how to effectively drive organizational transformation. They explore strategies for shaping environments, engaging stakeholders, and leveraging AI to enhance learning outcomes. Chapters: 00:00 Introduction to SaaS Therapy 01:31 Unders...

Summary: Justin Watt, CEO of Switchboard, shares insights on AI adoption, change management, and how SaaS companies can stay relevant in the rapidly evolving AI landscape. Learn practical strategies for understanding customer needs, implementing AI responsibly, and preparing for the future of AI-driven SaaS solutions. Key Topics AI decision-making and governance Change management and user adoption...

In this episode of SaaS Therapy, Todd Kirk and Casey Trujillo interview John Wade, principal of Brainstorm, to explore the human side of AI adoption, the evolution of learning models, and practical strategies for integrating AI into business and personal growth. They discuss the importance of mindset, organizational change, and taking incremental steps to harness AI's power effectively. Takeaw...

Casey explores how hard customer education is for the customer’s point of contact. Using one SaaS example, he shows how private portals, automated communications, adaptive learning, and reporting can save time, scale training, and improve adoption without adding manual work. Key takeaways Customer education often creates hidden labor Manual comms slow down adoption Data helps customers act strateg...

In this special podcast episode, Courtney Sembler explores how to modernize customer education without rebuilding from scratch. It highlights shifting learner expectations, the growing gap between traditional training and real outcomes, and introduces a blended approach combining structured learning, microlearning, and adaptive experiences to drive product adoption, measurable impact, and long-ter...

Customer onboarding is evolving from a checklist into a value-driven growth engine. Donna Weber explains why delivering meaningful customer outcomes—not just completing onboarding steps—is critical for retention, expansion, and success. Companies must shift from internal processes to customer-centric value, using interviews, data, and phased wins to drive long-term adoption and business impact. Ta...

In this episode of SaaS Therapy, Todd and Casey challenge the myth that customer education should be judged by whether it reduces support tickets. Instead, they argue that strong training should reduce basic, repetitive questions while increasing higher-value questions that reflect deeper adoption, smarter workflows, and stronger long-term customer success. Takeaways The difference between custome...

In this episode of SaaS Therapy, Todd and Casey interview Kat Breeggemann, founder of Katalyst CX, to debunk myths about digital customer success. They explore how digital CS strategies can be effectively applied across all customer segments, the importance of multi-channel communication, and practical tips for implementation. Takeaways Why digital customer success is more than just email and shou...

In this episode of SaaS Therapy, Todd and Casey are joined by Nicolette Stepakoff, VP of Change and Enablement at Eliza. They discuss the critical role of change management in the adoption of AI technologies within organizations. Nicolette shares her journey from sales to change management, emphasizing the importance of understanding user needs and executive sponsorship in successful AI implementa...

In this episode of SaaS Therapy, hosts Todd and Casey engage with Amy Konary, a thought leader in the SaaS industry. They explore Amy's journey from traditional software licensing to the innovative world of SaaS, discussing the evolution of pricing models, the impact of AI on pricing strategies, and the importance of customer relationships. The conversation emphasizes the need for a shared ris...

In this episode of SaaS Therapy, Todd and Casey welcome back Courtney Sembler, who shares her journey from HubSpot to AlignCX. The conversation delves into the importance of customer education in SaaS organizations, setting expectations for its impact, and the necessity of content maintenance. They discuss the role of customer education in driving revenue and improving customer success, as well as...

In this episode of SaaS Therapy, Todd and Casey chat with Kelly McNamee, Director of Customer Learning at Point Click Care, to explore the Six Sigma framework and its application in customer education. They discuss how Six Sigma helps organizations identify inefficiencies, prioritize changes, and enhance customer experiences. Kelly shares concrete examples of using Six Sigma principles to solve re...

In this episode of SaaS Therapy, hosts Todd Kirk and Casey Trujillo are joined by Andrea Nottingham, a seasoned Customer Success Manager. They discuss the transition from being a customer to a CSM, the importance of defining success for clients, and best practices for managing customer relationships. Andrea shares insights on handling renewals, building trust, and navigating organizational dynamic...

In this episode of SaaS Therapy, hosts Todd Kirk and Casey Trujillo explore the myth that customers don't have time for training. They discuss the underlying reasons behind this belief, emphasizing the importance of understanding customer needs and perceptions. The conversation highlights the significance of training type, the role of support sites as indicators of training needs, and the inef...

In this episode of SaaS Therapy, Todd and Casey discuss the challenges of AI adoption in SaaS organizations. They explore the reasons behind low user engagement with AI tools, emphasizing the importance of customer education and understanding user needs. The conversation highlights the necessity for SaaS vendors to develop clear strategies and effective communication to guide their customers in ut...