Current: Head of Customer Success at Calendly.
Created and scaled the Customer Success team @ SalesLoft to support all post sale efforts (Success, Support & Training) as we grew scaled beyond $35M in '14-'18. Let's talk.
Customer Experience is my passion, our goal: helping your customers achieve success. Together, we'll review your current plan and goals then work toward driving client retention and growth.
Successfully create and scaled customer support while SalesLoft scaled 2,000% in 2015. Would love to help you do the same!
Great question, I was in a similar place in 2014. Since then we've increased focus all efforts to one medium, G2 Crowd. In 2015 we added over 85+ reviews and was voted Top SaaS Customer Experience this Spring! We had amazing company: Google, Slack & Hubspot, were also ranked.
It's an ask at the right time, if the feedback is so great most clients are happy to help. I'd love to share more, email or call!
If you already have a small base ASK them to spread the word to their network. Be clear in your ask: do you want them to post on a specific social platform? Specifically send referrals?
Whatever it is make it worth their while. Swag, gift card, etc. Let me know if I can help further. - KK
You can use SalesLoft to assist with making a connection at a distance via email. Simply setup an Cadence, run through the steps and then it'll automatically track and log emails to better connect with your prospects.
- Zopim by Zendesk, it's very easy to setup and use. Our team of 5 love it!
- Create a Knowledge Base for top questions will help solve chats faster.
- If you're using a Mac, A-Text is a life saver. Simply text expander but makes a world of a difference when on chat.
Happy to help with more insight!
WOW! A roadmap was laid in front of me that helped me see my path forward with the utmost clarity.
Katie is an absolute rockstar who went through some of our support-scaling challenges and had very tangible, experience-based suggestions for us to take away. Fast forward a few months and we're already in a much better place thanks to her.
I spoke with Kate for 30 minutes about customer service and onboarding challenges my company is dealing with and she was incredibly helpful.
She asked lots of questions early to ensure the feedback and input she was giving was aligned exactly with what we needed. She pulled in lots of applicable experiences from her background and gave tactical useful input we could start applying tomorrow.
I could not recommend Kate highly enough.
It was great chatting with Katie - she's super knowledgeable and was able to really dive in and help us during our call. It's clear that she's an expert in CS and we left the call with tons of great advice and todos!