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Customer Development, Customer Experience, Customer Success, SaaS

5 Sneaky Biases That May Affect Your Customer Insight Analysis

Data is the beating pulse of business, but customer data is more like DNA. Customer data, if we’re using it right, directs how we grow and what we develop. But what happens if that customer data becomes corrupted by our own bias?

We can’t grow or develop in the ways we need to.

But what is bias exactly? Where does it come from?

The most prevalent bias is, perhaps, confirmation bias – seeking out data that confirms our existing beliefs.

In an early study of confirmation bias, young children were asked what features in a sports ball are important to the quality of a player’s serve. Some said size, others said material, some dismissed color as a factor – but once they’d made up their minds, they failed to acknowledge evidence that was contrary to their theory – or explained away evidence that didn’t fit.

But what’s worse, especially for those of us using data to steer our businesses, is that confirmation bias caused them to not generate alternate theories unless someone asked them to. They missed exploring and finding other possibilities.

There are other types of bias too, including:

Algorithmic bias – When the data used to teach an AI machine learning system reflects the implicit values of the humans involved in collecting, selecting and using that data. You might remember the 2015 uproar around Google’s image recognition AI algorithm that auto-tagged photos of black people as gorillas? Yes, that happened. And in 2009, Nikon’s image recognition algorithms consistently asked Asian users if they were blinking.

Survivorship bias – When the data analyzed only comes from success stories.

Sample bias – When the population you collect data from doesn’t accurately reflect the population you’re trying to learn about.

Avoiding bias when gathering, analyzing and acting on data is impossible. Bias creeps in with assumptions, instincts, guesses, and ‘logical’ conclusions – and mostly, we don’t even know they exist until someone without those particular biases point them out.

But, while we can’t escape biases, we can try our best to account for them when we collect, analyze and interpret data.

“The greatest obstacle to discovery is not ignorance – it is the illusion of knowledge.” – Daniel J. Boorstin

Read More on Wootric
💗 Check out Nichole’s Services for SaaS startups 💗

Branding, Content Marketing, Guest Posts, SaaS

Why SaaS Companies Need a Messaging Strategy Document (And How to Create One) by @kaleighf

Guest post by Kaleigh Moore, freelance writer for SaaS companies. 

Especially for new SaaS companies, figuring out the appropriate messaging can be a daunting task. When you’re trying to grow and scale quickly, messaging is an element that often gets pushed to the back burner. It seems like a “nice to discuss” not a “must discuss RIGHT NOW.”

But the thing is: Messaging matters. It matters a lot.

If you don’t to who you’re writing for (or how that voice should sound, or what it should be saying)–you might be hurting your company’s growth efforts.

You’re essentially just “winging it”. I call this the spaghetti method: You’re throwing language noodles and hoping something sticks. Sometimes it does, sometimes it doesn’t, but overall, it’s not the most strategic approach.

So what can you do about it?

I always encourage SaaS companies to develop a comprehensive messaging strategy very early in the launch process. Doing so helps ensure everyone is on the same page right from the start–and it makes scaling content efforts a whole lot easier down the road.

Let’s look at what you should include in your messaging strategy when you need to develop one of your own.

Getting Started with SaaS Messaging Strategy

One of the biggest reasons for developing a SaaS messaging strategy in the first place is so it can act as a roadmap for all customer-facing content. From website copy to marketing materials, these notes on writing voice, style, and more will add consistency and uniformity across the various customer touchpoints you’re building.

A few months back, I had a founder come my way who needed some help putting together a messaging strategy document for this very purpose. He was looking for help strengthening the company’s value proposition so that the copy was tight, polished, and customer-centric upon launch. Together, we developed a well-documented messaging strategy that he then used before, during, and after launch.

Documenting was a key step in this process. Many brands discuss their plans for messaging, but don’t take the time to put them down in writing. In fact, according to Content Marketing Institute, as of 2016, just 37% of B2B marketers and 40% of B2C marketers had a written content marketing plan.

With this in mind, let’s look at some of the key elements of a messaging strategy that you’ll want to document and share across your entire team so that everyone is on the same page.

How to Create a SaaS Messaging Strategy Document

Your messaging strategy can be as simple or as complex as you want it to be, but there are a few key elements you’ll want to include at a basic level.

What to include: The Basics

  • What we do: Define what your SaaS does in 2-3 sentences
  • Value proposition: The unique value behind your product or service
  • Stats to leverage: The hard numbers/stats you can showcase to reinforce your value proposition
  • How we’re different: Why a customer should buy from you over a similar SaaS
  • How it works: The 3-5 step process that outlines how one can become a new customer
  • Target customers: Who you’re trying to sell to (customer personas work well for this)
  • Target customers’ pain points: What obstacles/problems you can solve for the customer

What to include: Style Guide

  • High level content objective: What are your big picture goals for content? Define them and set benchmarks for success.
  • Content-specific goals: What are your content-specific goals for mediums like email, blog posts, website copy, etc? Define objectives that give you data points to strive for.

  • Notes on tone, voice, and style: How should your brand voice sound? Friendly? Formal? Will you use em dashes in lieu of semicolons? Make detailed notes on how you want your brand to look and sound in writing.

  • Competitors (not to reference): If you’re going to be bringing on external help, it’s good to have a list of competitors not to reference (data-wise, and link-wise) in materials.

Need more inspiration? This template messaging map can help get the ball rolling.

💗 Check out Nichole’s Services for SaaS startups 💗

Community, Customer Success, Emotion, Human-to-Human (H2H), Retention, SaaS

Set the tone of your SaaS community to be like Sunday brunch with friends 🥞☕️

Set the tone of your SaaS community


This article was originally sent as an e-mail as part of my newsletter, Sunday Brunch with Nichole: A Weekly Missive on Community Growth


Here’s the thing you may not know about me: SaaS companies hire me to help them build and grow communities around their SaaS products. I don’t advertise this. But they’ve seen me doing community growth at Growth Hackers, Product Hunt, Inbound, and now Zest.is and…

They want in.

Because they know they’ll only get the benefits of a community for their SaaS company if they can manage to build a community that’s more like, well, Sunday brunch at my place.

Or your place. It’s not really the venue that matters.

It’s the chemistry of the people.

The tone.

To get all woo woo on you – the energy.

This is where you come in.

Every Sunday morning, we’re going to talk about building, launching, engaging, and growing online communities for SaaS products.

We’re going to start at the beginning. What is a community? What does it do? How can you set the tone so everyone has a good time, and gets what they came for?

That’s what this very first email is about.

What does a community do?

Communities share ideas, give advice, ask questions, make jokes, support each other’s goals, break bread and bake pies. And community members help their neighbors build everything from barns to businesses. At least, that’s how they work in real life.

Here’s something else you may not know about me: I host gatherings at my house with large groups of creative, brilliant people every Sunday.

We cook, eat, make things together, have deep important conversations and blow bubbles in the pool.

Sunday get-togethers

However, It’s a little different when I talk about online communities with SaaS businesses.

Here’s what they hope will happen:

  • Customer retention
  • Upselling opportunities
  • Brand advocacy
  • A ready pool of voice-of-customer data that’s pure gold for sales & marketing

These are great goals, and the best way to achieve them is to create an online community that feels like an offline one.

How can you set the tone of your SaaS community to be like a Sunday morning brunch with friends?

Here’s how it works in my house:

If the gathering is large with new people who don’t know each other, introductions are important.

I’ll ask everyone to go around the room, say their names, their pronouns, and fun facts about themselves. This opens up the conversation.

When I know two guests who really should know each other, I introduce them and tell them what they have in common.

Then we have ice-breaker games like Loaded Questions where people have to guess who answered what to questions like:

Loaded Questions

The first steps toward building an online community are actually very similar.

Incidentally, CRO specialist Talia Wolf, has a new Facebook group called We Optimize where she took my advice and tried this out for her ‘Intro thread.’ But instead of a ‘brunch,’ she went with a tea party.

Talia Wolf

The responses she got were thoughtful, honest and open – the raw ingredients of real friendships. It gets down to people’s values, rather than “what startup are you at? What do you do?” Much more interesting. Much more engaging. (If you want to see this in action, let me know and I’ll show you the thread.)

Step 1: Know your guests (You got this!)

You’ve already laid the groundwork for genuine connections to happen if you’ve defined your ideal customer, actively market to attract them, and have a customer success process in place to make sure they’re getting what they need. (And if haven’t laid the groundwork yet, don’t worry, we’ll get to this too in an upcoming post.)

Do this, and your customers already have a lot in common. They share the same goals. They want the same things. They share the same values. They’re onboard with your mission.

That is an incredibly powerful place from which to build an active, engaged community.

Step 2: Write down your vision (You already know what it is)

When I throw a party, I have a few specific outcomes in mind. I want everyone to get along really well; I want people with related interests to meet each other; and I want stimulating conversations. It’s about creating an experience for everyone there that’s helpful, inspiring and fun.

Now, my guests know that’s what they’re getting when I send out the invitation. But yours don’t – not yet.

Before you invite your first members, get clear on what kind of community you’re hoping to build, and what experience you’d like their help with creating. What is the purpose of your community? (Tip: That purpose had better be helping your community, not just making more money for your company.)

Next week, I’ll share how to make your online community the place to be for your niche – and it all starts with your initial guest list.

kitten tea party

Have yourself a gorgeous day.

P.S. Hit reply and I’m happy to answer all your questions.

Know someone who could benefit from reading this e-mail? Please forward it on!


This article was originally sent as an e-mail as part of my newsletter, Sunday Brunch with Nichole: A Weekly Missive on Community Growth

If you’d like to receive emails like this one, sign up for my newsletter:

Churn, Community, Customer Success, Human-to-Human (H2H), Products, Retention, SaaS, Startups

Slack’s community superpower for SaaS is all about churn


This article was originally sent as an e-mail as part of my newsletter, Sunday Brunch with Nichole: A Weekly Missive on Community Growth


For SaaS products – whether B2B or B2C – Slack is where it’s at. By which I mean Slack is where your customers are already. But Slack has more going for it than just that. The platform is remarkably well-suited to creating exactly the kind of communities and engagement we’ve been talking about. The kind that fosters loyalty.

Consider:

Subscription-based businesses require strong customer relationships to prevent churn and increase customer lifetime value (the metrics that make or break your business).

Creating a community is one way to strengthen customer relationships and improve loyalty.

This is really – really – about eliminating churn.

Eliminating ‘Champion’ Churn

One of the leading causes of churn, especially for B2B SaaS, is when your ‘champion’ (the person who’s been talking you up to the boss, convincing everyone that you’re the solution they need) leaves. But if the whole team is on Slack? You’re already cultivating relationships with everyone, and they understand the value you bring.

Eliminating Churn among VIP Customers

BubbleIQ reported ZERO churn among the customers they shared Slack channels with. Now, they only began opening up private channels for their VIP customers who were already loyal and engaged, but still. Zero is a good number.

“Most companies rely on email or chat for support — but it turns out that’s a surprisingly high friction method of support for business customers today. Forcing customers through a formal contact form or into a long email thread creates a barrier between you, and makes it difficult to respond quickly to high priority issues.” – BubbleIQ

ProdPad’s Slack Community Experience

ProdPad also has never had a customer churn who was part of their Slack community.

Customers who join our Slack community were not cancelling their ProdPad plans at all. In fact, 99% of our cancellations were (and still are) coming from customers who weren’t part of our community.

In fact, ProdPad published a fantastic 40-minute video about their Slack community, and you should watch it. But I particularly loved what they said about how their Slack channel fostered and strengthened their relationships with their customers.

Andrea Saez, Head of Customer Success, talks about the “happy accidents” she discovered when their Slack community went live.

  • Users were helping other users to troubleshoot issues – out of the goodness of their hearts. So for those of you who might be concerned about the increased pressure put on your Customer Service teams, you might see the opposite effect. Cool, right?
  • The whole ProdPad team became involved and made themselves available to chat and answer questions, even the CEO, which meant that customers were taken care of even if the primary Slack designees weren’t immediately available. The “side effect” of this was that the whole team became more customer-centric, adding “a human touch to everything.”
  • Engagement levels rose – to the point where customers made friends with other customers.

As with any community, moderation was a challenge. They help set expectations with a Welcome Bot named Winston who greets new members and tells them the basics: how to submit feedback and ticket requests, and how to reach ProdPad members, as well as reminding them to be kind. I love the use of automation here!

There are so many good ideas in in this video for how to set up and use your Slack product community. It’s definitely worth the watch.

If you’re considering using Slack for customer support, Robbie Mitchell wrote a comprehensive Playbook for Working with B2B Customers in Slack that I recommend.


This article was originally sent as an e-mail as part of my newsletter, Sunday Brunch with Nichole: A Weekly Missive on Community Growth

If you’d like to receive emails like this one, sign up for my newsletter:

Community, Human-to-Human (H2H), SaaS

#ForgetTheFunnel: [Slide Deck + Video]: Boost your SaaS product with a community that grows itself

From Claire & Gia:

“If anyone could be considered a community-building expert, it’s definitely our friend Nichole Elizabeth DeMeré. Not only has she played an instrumental part in growing the famed Inbound.org, GrowthHackers.com, and Product Hunt communities…she also now maintains several of her own thriving Slack and Facebook communities for SaaS marketers and founders. As members of some of Nichole’s online communities ourselves, we can attest: they’re the most positive, engaged, and fast-growing online spaces for SaaS folks to hang out, learn from each other, and form new friendships. If you’ve considered starting a community as part of your marketing strategy, you’ll 100% want to hear Nichole’s process:”

Watch the 30 minute workshop

I teach SaaS founders how to build, engage, and grow communities around their products. I am happy to help you with your community, too, just send me an email at nikki.elizabeth [at] gmail if you are interested in potentially working with me.

💗 Check out Nichole’s Services for SaaS startups 💗

Customer Success, SaaS

Customer Success Analyst: When to Hire Someone Dedicated to the Data

The Customer Success Analyst has evolved to be the go-to person for all the data – or as Marketo put it in their Linkedin job ad, “the primary deliverable of the Customer Success Decision Analyst is to convert our Customer Success operation at Marketo into a highly data-driven business where we can measure, analyze and optimize every aspect of our engagement with our customers.”

This includes data like:

  • Feature usage patterns
  • Maturity scores
  • NPS results
  • Voice of customer qualitative feedback
  • Customer journey mapping
  • Customer experience metrics
  • Capacity models

Among all of the hats that CSM’s wear, the number-crunching, data-heavy, quantitative analyst hat is one of the most time-consuming. But because of the data-savviness this role demands, CS analysts also hold the keys to unlocking incredible potential when your business is scaling up.

The CS analyst role isn’t *just* about collecting data for dashboards and reports (and basing recommendations on that data) though. It complements the Success Operations role, which builds new tools and processes to scale CSM’s everyday activities. As the person navigating multiple platforms for data on a day-to-day business, CS Analysts know how information flows and who needs what information.

For one of Wootric’s customers, Chorus.ai, CS Analysts also take ownership of the technical onboarding process for new or upgrading customers, ensuring “a smooth implementation, including initial and ongoing training for customers.”

It’s a prime position from which to watch for opportunities to make big impacts on the success of customers – and the success of the company. That’s the subtextual expectation: By being in charge of the data, the CS Analyst knows how to use it to find untapped value.

Read More on Wootric

💗 Check out Nichole’s Services for SaaS startups 💗

Churn, Guest Posts, Offboarding, Product Management, Retention, SaaS, Startups

How Transparency in SaaS Offboarding Reduces Churn by @ShaylaPrice

This is a guest post by Shayla Price, a freelance content marketer.

Too often as marketers, we consider churn a bad thing.

So we design our SaaS offboarding process in a way to trap our customers into staying. However, there’s a better way to do it. And that’s with transparency.

You can use offboarding to your advantage by discovering why customers weren’t meeting their desired outcomes. Lincoln Murphy, a customer success consultant, explains:

“The beauty of the SaaS business model is that you have visibility into the behaviors of your customers… and you should use this to reduce your SaaS churn rate. Specifically, you should be looking for signs that your customer is getting ready to leave and then do something to stop it.”

SaaS offboarding is a gut-wrenching reality check to serve your customers better. Below are five ways to add transparency to the process.

Set the Stage with an Offboarding Workflow

Making it difficult for customers to cancel their services is a big no-no. They won’t miraculously stick around because of your unwillingness to let go.

The opposite will happen. Churning customers will leave your business and will feel justified in their decision to do so. On top of that, they may spread the unpleasant news with their social network of friends and family members.

To prevent the public embarrassment, your team should build an offboarding workflow or cancellation workflow. It’s a sequence of steps that a customer must take to cancel their SaaS subscription.

Below is an example from Leadpages. When users want to delete their accounts, they land on a multi-option workflow, allowing them to select a reason for cancellation.

Image Source

Each option counters the customer’s reason for leaving. For instance, selecting “Difficulty of Use,” let’s the user sign up for an educational webinar or contact support. More importantly, there’s always the option to delete the account.

This offboarding workflow mitigates churn by offering a solution to the customer. It also gives your team essential feedback to understand why customers churn. That way, you can go revisit your onboarding process to fill in any gaps in users’ expectations.

Educate with Customer Success

Once users sign up for your product, you can’t leave them stranded as they attempt to figure out your platform. Focusing on customer success entails educating users every step of the way.

Of course, your team wants to be proactive, providing users with video tutorials, ebooks, and one-on-one support. Alan Gleeson, a B2B marketing consultant based in London, adds:

“More established SaaS businesses with enterprise clients will typically have a dedicated team whose job is to ensure that new account signups are onboarded successfully, and that the application is delivering value. They will also identify and nurture internal champions, who can facilitate up-selling and cross-selling, leading to negative churn.”

Customer success should play an integral part in offboarding, too. You don’t want to kick users to the curb just because they want to cancel.

Instead, you want to educate customers. You may have to address why they feel their current needs aren’t being met. Or you may highlight their alternative options if they decide to churn.

This educational approach puts the customers’ needs first. It also doesn’t abruptly end the relationship. Because you never know, the user may decide to buy from your SaaS business again.

Access to Your Cancellation Policy

Ever customer relationship won’t end with users becoming lifelong brand advocates. And that’s okay.

What’s not okay is failing to prepare for cancellations. Some users will want to deactivate their accounts immediately, and others will want a full refund.

While some user scenarios may call for a case-by-case review, most cancellations should follow a standard guideline. The key is to create a cancellation policy and make it easily accessible to your customers—without the unnecessary hassle.

Before developing a policy, you’ll want to consult with a local business advisor or legal professional. Their expertise will ensure you’re not violating any laws and are adhering to common business practices.

The next step is to find a happy medium between your company and the customer. How can you maintain a viable business and satisfy your customers’ expectations?

Whatever the policy, you want it to be accessible to the customer before and after they make a purchase. Post it in a visible area on your website and include the policy somewhere within your app. Here’s an example from PushAssist:

Image Source

Transparency is all about empowering your users to make informed decisions. Customers then can determine what works best for their situation. Making your policy readily available is a part of enhancing the customer experience.

Close the Loop with Feedback Emails

Some SaaS companies treat churn like a taboo topic. If they don’t talk about it, maybe it won’t be a real issue in the future.

Well, that’s the wrong mindset to possess in offboarding. Consider churn a chance to have an honest conversation with your customers.

Depending on your business, this communication may happen over the phone with a customer success rep or via a live chat platform. While these methods are useful, it may trap the user into providing an immediate response. (No one likes being pressured.)

Email marketing helps close the feedback loop with churning customers. You can send a message inquiring about their experience with your product. You also can send multiple emails—without being annoying—if a user fails to respond.

Check out the feedback request email below. Baremetrics doesn’t shy away from asking customers why they decided to cancel.

Image Source

Use email as a tool to gain pertinent details from churning customers. Be straightforward with your ask and keep the request short. You don’t want to bog users down with lots of questions.

Bake Long-Term Value into Your Strategy

While mending parts of your marketing and sales funnel is helpful, it’s only a short-term fix to your long-term challenge. You want to bake your goal of reducing churn into your overall business strategy.

Throughout the entire customer lifecycle, your team should be observing and requesting feedback from your users. This undertaking translates into prompting new users to tell you why they signed up for your product, monitoring usage data to understand the most frequently used product features, and giving users a chance provide candid feedback after churning.

With that information, you open the doors to knowing your customers’ pain points sooner. Then, your team can focus on adding more value. Julia Chen, former content marketing manager at Appcues, offers her insight:

“As long as your product is solving the pain of a customer, there’s a chance that you can keep this customer or get them to come back after they’ve canceled. That’s why it’s so important to have active conversations and to understand what drives their behavior.”

Combating churn means taking a proactive approach to talk with your users. It also requires transparency on how you will use those conversations to their benefit.

Rather than concealing the value-added process from users, be frank and take them along for the journey with blog post updates and in-app notifications.

Improve Your Offboarding Experience

In offboarding, your team can learn how to help both current and future customers. It’s an opportunity to reevaluate your path to achieving customer success.

Take advantage of churn by collecting insight in the offboarding workflow. Just make sure you offer transparency throughout the whole process.

💗 Check out Nichole’s Services for SaaS startups 💗

Acquisition, SaaS

Growth Channels to Acquire SaaS Customers [Webinar Recording]

Freshsales CRM partnered with Nichole Elizabeth for a webinar on “Growth Channels to Acquire SaaS Customers” on April 10, 2018. In this webinar, Nichole talks about:

  • Different growth channels to acquire SaaS customers
  • Developing a compelling value proposition
  • Identifying quick wins and long-term channels for growth

Watch Webinar Recording on FreshChat
💗 Check out Nichole’s Services for SaaS startups 💗

Customer Success, SaaS

Customer Success Operations Manager: Does your team need one?

Customer Success teams are expanding – not just in size, but in scope. New roles are emerging as CS is maturing as a specialty, specifically roles like Customer Success Operations (CS Ops).

At early-stage startups, Customer Success Managers will find themselves covering this function, but as the company grows, it can be extremely valuable to separate this function into a dedicated role within CS to help scale up.

What does a Success Operations Manager do?

Think of “Success Operations” as a product that promises to optimize processes for its customers, i.e. the Customer Success Managers.

CS Ops managers establish a baseline of productivity using metrics like net MMR churn and how difficult it is to learn about new product features. They talk to CSMs to learn what pain points they face in their day-to-day responsibilities and observe how processes currently work.

They segment the current customer base to distribute the workload effectively among CSMs. CS Ops managers look for consistent issues across the whole Success team, break the issues down into manageable components, and create solutions with measurable results.

“There is nothing so useless as doing efficiently that which should not be done at all.” – Peter F. Drucker

Using the information they’ve gathered, CS Ops managers may build tools like custom dashboards, or establish automatic workflows among software platforms to make the CSM’s job easier and help them be more productive.

A CS Ops manager will “onboard” CSMs, teaching them how to use the new tools at their disposal, and check in frequently with their “customers”. In this sense, they are CSMs to the CSMs.

In short, Customer Success Operations managers are responsible for providing tactical support to the rest of the Success team, helping them improve their KPIs and their efficiency.

Read More on Wootric

💗 Check out Nichole’s Services for SaaS startups 💗

Customer Experience, Human-to-Human (H2H), SaaS

Soft Skills are Real Skills – In CX, You Need These 10

“Soft skills” have traditionally been undervalued, and that’s slow to change. But more companies are realizing their worth. And even if the skills themselves are difficult to quantify (how much more likeable is Job Applicant A than Job Applicant B?), their effects aren’t.

The soft skills CX professionals possess directly affect metrics like:

  • Net promoter scores
  • Customer satisfaction scores
  • Customer effort scores
  • Qualitative survey feedback on customer support interactions
  • Qualitative data gleaned from online customer reviews
  • Number of referrals and recommendations

Human-to-human interactions can make or break those scores, generate referrals or cancellations, and either fuel word-of-mouth growth or silence it.

But before you break out your old copy of Dale Carnegie’s How to Win Friends and Influence People (a classic for a reason), I’d like to talk about why I’m reading more articles now on “soft skills” as they apply to customer service, customer success, and customer experience.

Because we need them more now than ever.

“So let’s uncomfortably call them real skills instead. Real because they work, because they’re at the heart of what we need to today. Real because even if you’ve got the vocational skills, you’re no help to us without these human skills, the things that we can’t write down, or program a computer to do.” – Seth Godin

Read More on Wootric
💗 Check out Nichole’s Services for SaaS startups 💗