We F*cked Up So You Don't Have To

Welcome back to "We Fucked Up So You Don't Have To," the podcast that blasts through the chaos with a POW POW POW! This episode is all about the power of keeping a paper trail. Trust us, it's more exciting than it sounds!

Melanie and I dive into why having organized notes during customer calls is crucial for top-notch client management and smooth internal communication. Melanie drops knowledge bombs on capturing essential info like client goals and their feelings towards your platform. This isn't just about making your life easier – it's about nailing those internal stakeholder questions and prepping for future calls like a pro.

I’ll hit you with some real talk about using AI tools for note-taking. They’re great, but don’t lean on them too hard! They might miss the vibes and sentiments that can make or break a meeting.

We both agree on one thing: buffer time is a must! After a call, take 15 minutes – use tools like Reclaim.ai – to get your documentation and follow-up tasks on point. Templates are your best friends here. Keep your notes consistent and easy to read, focusing on key points like meeting date, attendees, discussion points, action items, and follow-ups.

Melanie also highlights the magic of tagging notes for other departments – think marketing for case studies or product teams for feature feedback. It’s all about making sure everyone’s in the loop.

And hey, we want to hear from you! What topics do you want us to tackle next? Reach out and let us know. Remember, we fucked up so you don’t have to. Let’s get into it!

🎧 New Episode Alert: "Too Friendly for Business? The BFS Trap" 🤝

Hey, WFUSYDHT fans! It’s Stino & Melanie here, and boy, do we have a story for you! In this episode, we're diving deep into the pitfalls of becoming BFS (Best Friends with Clients) and how it can boomerang on your business relationships.

Join us as we share our own blunders of getting too chummy with clients. I'll tell you about a time when my eagerness to be a "customer happiness manager" completely derailed my focus from what should have been my main goal: driving business value. Spoiler alert: it didn't end well.

Melanie brings her signature blend of warmth and wisdom as she talks about the thin line between empathy and professionalism. She'll share insights into how understanding a client's personal situation can actually boost engagement with your product—when handled correctly.

Together, we'll explore strategies for maintaining that perfect balance between personal connection and professional integrity. Expect practical tips like setting an agenda before client calls, and why keeping interactions professional through LinkedIn and email can save you from a lot of awkward situations.

Whether you're a budding entrepreneur, a freelancer, or anyone who deals with clients regularly, this episode is packed with cautionary tales and savvy advice to help you navigate your business relationships more smartly.

Tune in and learn from our mistakes—so you don’t have to make them yourself! 🚀

We F*cked Up, So You Don't Have To: Episode 2 - The Renewal Red Flag Rumble

Uh oh, someone forgot the magic renewal dust! 🪄 In this episode, Melanie & Stino spill the tea about a huge account loss that could have been avoided. Buckle up for a cautionary tale about the importance of being proactive in customer success.

Here's the down-low:

Stino chimes in with some golden nuggets of advice:

Melanie reflects on her fumbled renewal call and the importance of being prepared.

We all know how crucial it is to provide value to our clients. Don't let a lack of preparation turn a happy customer into a churn statistic!

Buckle up, ‘cause we're diving headfirst into the hilarious (and sometimes cringe-worthy) world of customer success blunders.

This inaugural episode is all about the communication minefield we all know and (sometimes unwillingly) love. We'll be spilling the tea (and the lessons learned) on our biggest communication f*ck ups, from sassy retorts to humor gone wrong.

Get ready to hear:

Remember, we've all been there, so learn from our mistakes and laugh along the way!

Welcome to another exciting episode of "We Fucked Up, So You Don't Have To"! Get ready to dive into the wild world of customer success with your hosts, Stino and Melanie. Join them as they peel back the curtain on their own mishaps and triumphs, sharing candid insights and practical advice along the way. Stino, a charismatic Head of Customer Success, brings his unfiltered wisdom to the table, while Melanie, a seasoned Customer Success Manager, offers invaluable career insights. Together, they'll laugh, learn, and navigate the twists and turns of the customer success journey. So buckle up, and let's dive in!