The Customer Engagement Lab

Lessons from the lab: Jasper AI

03 Nov 2023

Contributed by Lukas

Learn from 3 marketers who did a free trial of Jasper AI. Is the powerful and popular artificial intelligence tool for writing and content marketing w...

Growth Marketing Experiments: Running tests with a $4M Marketing R&D Budget

06 Oct 2023

Contributed by Lukas

Experimentation sounds like fun, right? Take a creative hunch you have, and then validate it through rigorous testing. And afterward, you’ll have cr...

How to Start Freelancing: Tips for navigating self-employment

01 Sep 2023

Contributed by Lukas

A lot of people aspire to be their own boss. But becoming self-employed comes with challenges that can be hard to overcome. Maureen Horan, a brilliant...

Powerful Persuasion: 3 tactics to become more influential at work

04 Aug 2023

Contributed by Lukas

Use persuasion to advance in your career, achieve more personal goals, and build stronger relationships based on authority. Keith Rabkin and Stephanie...

Audience Growth: How to build a social audience with 500k+ followers

07 Jul 2023

Contributed by Lukas

In this episode, you’ll learn about:Long-term audience growth vs. short-term gimmick “hacks”Ad-supported vs. paywall subscription models for aud...

Building Rapport: How to make customers & teammates feel comfortable

02 Jun 2023

Contributed by Lukas

Today, we’re joined by Grant Strayer, founder of Gateway Subs. Grant Strayer built one of the highest-rated sandwich shops in Florida by making ever...

Lessons From the Lab: Canva Pro

05 May 2023

Contributed by Lukas

Today, we're joined by Cat Lim, Creative Director at Pyper Inc, Jan Aclan, Marketing Operations Manager at Multiverse.io, and Ryanne Koch, Sr. Manager...

Confident on Camera: Tips to Help You Conquer Shyness and Shine on Camera

07 Apr 2023

Contributed by Lukas

Today we’re joined by sketch comedian turned business guy Chris Bogue. Chris Bogue is a Creative Advisor at RevPartners. Being on camera can be scar...

Video Marketing: How to shoot scroll-stopping videos for your business

03 Mar 2023

Contributed by Lukas

🔗 Links:Hayden | Sunny Collabs | https://www.sunnycollabs.comClaire | Big Brothers Big Sisters America https://www.bbbs.orgJuan | Juan Chamorro Vid...

Lessons from the Lab: Vidyard

03 Feb 2023

Contributed by Lukas

Today, we’re joined by Cat Lim, Creative Director at Pyper Inc, Jan Aclan, Marketing Operations Manager at Multiverse.io, and Todd Clouser, Marketin...

Communication Mistakes: Improve your skills for phone calls and zoom meetings

20 Jan 2023

Contributed by Lukas

Today, we’re joined by Dr. James Janack. James is a communication professor at Eckerd College specializing in rhetoric and oral communications. Have...

Nailing your sales strategy after your startup gets acquired

30 Dec 2022

Contributed by Lukas

In this episode, Travis chats with Andrew Pearson, the co-founder of LiveNotary (now PandaDoc Notary), about his sales journey and what it takes to su...

Customer Engagement Lab - Trailer

29 Dec 2022

Contributed by Lukas

Perfecting your pattern interrupts to get noticed

16 Dec 2022

Contributed by Lukas

Attracting new business with your marketing or sales efforts is all about getting noticed. And pattern interrupts are the best way to do that. In this...

Growing an audience with authenticity (the legit way)

13 Dec 2022

Contributed by Lukas

Today, we’re joined by Cassie Tucker. Cassie is the Founder of CAMM Media and co-host of the Marketing Happy Hour Podcast.Ever wonder why the ONLY p...

Generate more local buzz through networking and events

13 Dec 2022

Contributed by Lukas

Creating local buzz for your brand can be challenging if you don’t know where to start. We’ve got you covered. In this episode of The Customer Eng...

How to build a 300K subscriber community in one year

04 Nov 2022

Contributed by Lukas

Kevin Kermes built a thriving online community in less than a year. Seriously! He went from 0 to 300,000 subscribers in less than a year. Developing a...

Should your company start a podcast?

24 Oct 2022

Contributed by Lukas

Podcasts have been growing in popularity over the past few years, and many brands are experimenting with podcasts to connect with and grow their audie...

Lessons from the Lab: Evernote

07 Oct 2022

Contributed by Lukas

In this round-table episode, we test a free trial of the popular note-taking app, Evernote. We’ll dive into it all – first impressions, what they’...

Spill the Tea on Your E-comm SMB

27 Sep 2022

Contributed by Lukas

Travis interviews the CEO & Founder of DRINK KATY'S, a hand-crafted coffee + tea company. Their company motto is "Love is brewing," and Katy is a ...

Couples counseling to align Sales and CS teams

27 Sep 2022

Contributed by Lukas

In this episode, Travis is joined in the studio by his former co-host Patrick Downs, Mid-Market Account Executive at Kallidus, and Ryanne Koch (Doumet...

Addressing Inflation: How businesses can combat worries about price

27 Sep 2022

Contributed by Lukas

Between record-high inflation, supply chain issues, and rapid market changes, to say money is top of mind for consumers and business owners would be a...

Tap into the power of emotional storytelling like a 100-year-old nonprofit

27 Sep 2022

Contributed by Lukas

Successful nonprofits do something that most tech startups and entrepreneurs try to do but rarely succeed. They tap into genuine human emotion.In this...

Smiling & dialing with creativity and resiliency year after year

27 Sep 2022

Contributed by Lukas

Amelia Taylor is (a former) account executive at Carabiner Group with over 10+ years of sales experience.In this episode, Amelia sits down with Travis...

Excellence vs. growth: How to balance quality and quantity in sales & marketing & cx

27 Sep 2022

Contributed by Lukas

Are capitalism and creativity in total opposition to each other? Can organizations deliver beautiful, high-quality experiences while rapidly growing?I...

Transitioning from CRO to CMO: Marketing guardrails, storytelling, and learning from mistakes

27 Sep 2022

Contributed by Lukas

Travis sits down to interview PandaDoc's (former) CMO, Nate Gilmore. They talk about why this change happened and what it means for the future of Pand...

Lessons from the lab - Duolingo

27 Sep 2022

Contributed by Lukas

In this month’s Lessons from the Lab, we try the popular language learning app, Duolingo. We’ll dive into first impressions, brand affinity, micro...

eSignature myths and how to sell to legal teams

27 Sep 2022

Contributed by Lukas

Reid Anderson, Enterprise Sales at PandaDoc, is back, and this time he’s giving us an inside look at how to successfully sell and work with legal te...

Lessons From The Lab: Headspace

27 Sep 2022

Contributed by Lukas

In this special edition of The Customer Engagement Lab, our host, Travis, assembles a panel of marketing professionals for our first-ever Lessons From...

Plan & execute in-person marketing events that actually convert

27 Sep 2022

Contributed by Lukas

For most marketers, planning in-person events is not fun. Unless you're Jacob Browne, Dean of Admission at Eckerd College, he lives and breathes marke...

The best way to research, sell, and advertise against your Goliath competitors

27 Sep 2022

Contributed by Lukas

Travis, Jed, and Carmen give tips and examples of how to research, sell, and advertise against the big competitors in your industry. Travis shares com...

From strangers to lifelong customers: CX tactics from a barbershop

27 Sep 2022

Contributed by Lukas

Getting a haircut can be awkward because getting touched and pruned by a stranger while forcing small talk is annoying. But when you meet Nicholas Bel...

How to create in-store traffic with digital marketing

27 Sep 2022

Contributed by Lukas

Travis interviews his former CEO, William Volmuth of PowerChord, Inc.They recount Travis' last day when he quit his job and what that was like with a ...

How to spot the patterns in your customer data, prospecting, and co-marketing efforts

27 Sep 2022

Contributed by Lukas

Travis, Jed, and Carmen are all about finding and unlocking the power of patterns. Travis dives into how PandaDoc uses customer data to improve custom...

Fix your communication for better results: Learnings from an environmentalist

27 Sep 2022

Contributed by Lukas

Travis chats with Eckerd College Environmental Studies Professor, Joanna Huxster, about how she makes skeptics into believers. Talking about environme...

Relax for the win: How to massage your business through uncertainty

27 Sep 2022

Contributed by Lukas

Travis interviews Veronica Swiatek, the CEO & Founder of Massage Studio. Veronica gives Travis details on how she opened her first hospitality bus...

Easier than buying a Tesla: how to fix your CX with one new hire

27 Sep 2022

Contributed by Lukas

Travis sits down with Nick Cisko, Customer Experience Lead at PandaDoc to talk about how he works to create a better buying experience for PandaDoc pr...

Publicity stunts, Super Bowl Ads, & email prospecting to reach unaware buyers

27 Sep 2022

Contributed by Lukas

In this episode, Travis, Carmen, & Jed focus on selling and advertising to unaware buyers that have never heard of you or your solution. ...

TikTok Strategies for B2B Brands with Todd Clouser

27 Sep 2022

Contributed by Lukas

In this episode, Travis sits down with "Ya Boi Tucker" a ridiculous persona created by Senior Brand Marketing Manager, Todd Clouser, from Refine Labs....

Surviving & leveraging PR scandals/triggers in marketing + sales

27 Sep 2022

Contributed by Lukas

In this episode, Travis explores one of the greatest PR comebacks in recent history. Airbnb laid off 25% of its workforce and then, 15 months later, ...

Engaging and winning over free trial users with Shawn Herring

27 Sep 2022

Contributed by Lukas

In this episode, we find out how and why Shawn Herring implemented a B2B secret shopper experiment at PandaDoc. We uncover the biggest gaps and challe...

Branding your way from cute startup to tech unicorn with Jack Shonkwiler

27 Sep 2022

Contributed by Lukas

In this episode, Travis speaks with Jack Shonkwiler, (former) Director of Brand and Digital Marketing at PandaDoc, about the limits of copy, website f...

It's OK to be polite to salespeople when they call with Reid Anderson

27 Sep 2022

Contributed by Lukas

If you think sales is an easy job, try cold calling an angry CMO at 1:22 in the afternoon. If you’re not too busy crying afterward, it might be time...

Saying Goodbye to Patrick Downs

27 Sep 2022

Contributed by Lukas

It’s the end of an era.Patrick Downs, after discovering Chick-fil-a serves breakfast, is leaving to advance his sales career (and make a little more...

Selling your heart out to software engineers with John Adams

27 Sep 2022

Contributed by Lukas

We have the first true software engineer, developer, and software architect on the show today. And no, we’re not going to talk about tips for API pr...

Don't Yell at Your Sales Enablement Team with Sally Weiss

27 Sep 2022

Contributed by Lukas

Travis catches up Sally Weiss, Sales Enablement Program Manager at PandaDoc , to find out what really goes into successful sales enablement.In this ep...

Acquisitions, product launches, and pricing pages with Matt Price

27 Sep 2022

Contributed by Lukas

Pricing needs to equate to value gained.Throwing in something free that your customer doesn’t want?Yeah, it makes them think they’re overpaying. S...

Negotiate better by shutting your mouth and playing more golf with Luke Ruffing

27 Sep 2022

Contributed by Lukas

So a client comes to you and says they found a cheaper offer.Now what?Do you send them on their way with hopes for the best? Or is this the beginning ...

Blue's Clues marketing will make you wanna wag your tail and cry

27 Sep 2022

Contributed by Lukas

When was the last time you celebrated your wins?It’s easy to get so stuck on your new problems that you completely forget about how far you’ve com...

How to filter in Sales Navigator and build cadences with Kristina Finseth

27 Sep 2022

Contributed by Lukas

If you’re timely, you’ve got the right targets and you can cut through the noise to reach the right buyer.This then allows your outbound to succee...

You sell like a clown with Becc Holland

27 Sep 2022

Contributed by Lukas

Why would you ever ask your prospect what their use case is?Does your doctor ask you to tell them what virus you have? Of course not.Be the doctor: Fi...

Megan Bowen sells to tell the truth, the whole truth, and nothing but the truth

27 Sep 2022

Contributed by Lukas

Contrary to popular belief, the customer is not always right.But that doesn’t mean you don't stop treating them with empathy. That’s something tod...

You get a cupcake for your proposal design with Pete Nicholls

27 Sep 2022

Contributed by Lukas

In your sales proposals, do you spend pages and pages talking about how great your own company is?Before you get to the price, do you make your custom...

How and why to befriend your competitors

27 Sep 2022

Contributed by Lukas

How do you make sales content so good that your competition invites you onto their podcast? Well, this week we’re hanging out with Will Aitken, Acco...

Don't apologize for video prospecting with Jason Bay

27 Sep 2022

Contributed by Lukas

In this episode, we had such a great talk with Jason Bay, Chief Prospecting Officer at Blissful Prospecting (and fellow podcast host). As usual, we ju...

We Need Therapy & So Does Your Revenue Team!

27 Sep 2022

Contributed by Lukas

On this episode of The Customer Engagement Lab, we talk seriously (for once!) about addiction and mental health. Our guest is Tim Clarke, Marketing Le...

All hail the king of on-demand demo videos and chicken nuggets

27 Sep 2022

Contributed by Lukas

In this episode, we’re giving marketing some love. We don’t have a guest, just your loveable hosts, Travis Tyler, Digital Content Producer, and Pa...

42 months of hitting quota and a Maserati won't buy you happiness

27 Sep 2022

Contributed by Lukas

Travis and Patrick are joined by Ian Koniak, Strategic Account Director at Salesforce, to discuss the many ways sellers overcome.They cover:Internet a...

Kaylee Edmondson will not route half-assed MQLs to her sales team anymore

27 Sep 2022

Contributed by Lukas

You know what everyone loves when reading a good book? Getting to the end of a chapter and being told that the author will get in touch about the next...

Selling your ideas, selling your work, and selling your soul.

27 Sep 2022

Contributed by Lukas

Travis and Patrick talk with Cat Lim, Creative Director at Pyper, Inc., about sales strategies for creative agencies.Specifically, we discuss:How crea...

You're not that funny, pal. Trust me. You're not that funny.

27 Sep 2022

Contributed by Lukas

What would you say to an account executive who is afraid to do goofy, wacky, funny, interesting, outlandish stuff?I'd say, "Dude, watch this episode o...

LIVE SHOW: Business memes, dad lessons, selling to CROs, and more!

27 Sep 2022

Contributed by Lukas

Before Zoom and LinkedIn, sales pros rode dinosaurs to meet with prospects face to face. Other than technology, nothing's changed since those days.Don...

Pattern Interrupting Sales Cow Says MOOOOOVE This Opp to Closed-Won

27 Sep 2022

Contributed by Lukas

If you’re trying to get ahead in sales — which would probably make sense if you’re tuning into this show — you don’t need magic beans or mad...

Psychopath or Success Story? How & Why to Stay at a Startup for 7+ Years

27 Sep 2022

Contributed by Lukas

In this episode of The Customer Engagement Lab, we talk about lateral job hopping, why we do it, and how to stop. Our guest is Josh Gillespie, Sr. Saa...

Jeremey Donovan Loves His Cats, but Hates Your Outreach

27 Sep 2022

Contributed by Lukas

If they start out hissing, things aren't gonna end well.It's true for pet cats, podcast hosts, personal relationships, and business relationships.In f...

How to Sell a Washer & Dryer to a Director of Marketing

27 Sep 2022

Contributed by Lukas

Patrick loves product marketing. (Sounds like the title of a kids' book, doesn't it?)He thinks he knows a lot about it.Really, he doesn't know sh*t. (...

We Hate Safe, Boring Content & We Don't Care Who Knows!

27 Sep 2022

Contributed by Lukas

Remember when your teacher announced an "educational" game? You knew the word "educational" was school-code for "boring."It's the same with "B2B conte...

Eliminate Obnoxious Corporate Jargon in Your Outreach

27 Sep 2022

Contributed by Lukas

If you don't know your PLC from your OPC, and you're about to meet with an SME, then you need an LOA.Anyone got a corporate translation guide handy? W...

Selling to a CTO Who Ignores Every Sales Email

27 Sep 2022

Contributed by Lukas

If you've ever said, "When I go to a sales podcast. I want to watch someone eat sardines," then today's your lucky day!You get to do that on this epis...

Researching Your Revenue Interview

27 Sep 2022

Contributed by Lukas

What’s the strangest interview you’ve ever been a part of?Have you ever interviewed anybody who’s been in the middle of ordering a sandwich or t...

LIVE SHOW: Podcasting Lessons, Revenue Games, & More!

27 Sep 2022

Contributed by Lukas

In this interactive live stream, Travis and Patrick are joined by multiple panel guests as well as live-chat listeners to discuss:What biological and ...

Marketing Fails, Angry Emails & How to Move from Sales to Marketing

27 Sep 2022

Contributed by Lukas

Engaging your customers takes a village — or at least, several different people who used to work in an office together before the world changed.But ...

Sales + CS Forever & Ever: Why It's Really One Team, One Dream, & All Green

27 Sep 2022

Contributed by Lukas

On this episode, Patrick and Travis catch up with Gemma Cipriani-Espineira, Vice President of Customer Success at Chili-Piper, for her thoughts on the...

WTF Is Wrong with Your B2B Sales Emails?

27 Sep 2022

Contributed by Lukas

For most of you, one thing is killing your engagement:Your emails are ugly.But they don’t have to be.That’s why today, Patrick and Travis catch up...

Using Voice Memos and Getting Your Startup Acquired

27 Sep 2022

Contributed by Lukas

How do you stand out from the crowd to grab a decision-maker’s attention?Voice memos? Silly voices? Probably not. You stand out with creativity and ...

Scott Leese Cringes So Hard At These Cold Call Openers

27 Sep 2022

Contributed by Lukas

Many sales leaders landed their cushy role by being the best rep.So, it makes sense why they are often so resistant to sales frameworks…And why thei...

Outreach That Works on a CEO: Using Video, Humor, & Decision Makers

27 Sep 2022

Contributed by Lukas

Travis and Patrick kick off the very first episode of The Customer Engagement Lab discussing how LinkedIn is such a cringe-fest. They share two cold e...