Mastering CS: Candid Leader Insights7 Maj

Ep 58 | Agathe Nivet

In this episode of the podcast, Irina Cismas, Head of Marketing at Custify, sits down with Agathe Nivet, Customer Success Manager at Spendesk, a platform that helps finance teams control and automate company spending. Agathe shares why onboarding should focus on delivering value rather than completing checklists, what an effective Sales → CS handoff actually looks like, and how to scale onboarding processes without losing the human connection. This episode is especially valuable for anyone working in Customer Success or onboarding.

What You’ll Learn:

☑️ Why onboarding is about driving value—not just completing training checklists

☑️ How to run a POC that builds trust and supports long-term partnerships

☑️ What information CSMs really need from Sales during handoff

☑️ How to handle handoffs that fall short of expectations

☑️ What early signals show an onboarding is succeeding—or going off track

☑️ How to balance automation with human connection as onboarding scales

☑️ What to evaluate in the first two customer calls of the onboarding journey

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With Custify, you can:

☑️ automate daily tasks through Playbooks

☑️ build individual customer #HealthScores

☑️ create customer segments

☑️ improve your customer communication strategy

☑️ streamline your onboarding process

☑️ track customers’ journeys every step of the way

☑️ get a 360 view of their progress

Want to do great things with your customer success initiative? Keep in touch with us below:

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Avsnitt(74)

Ep 74 | Kate Panasenko

In this episode of the podcast, Irina Cismas, Head of Marketing at Custify, sits down with Kate Panasenko, Customer Success Manager at Raccoon Gang, a company that builds and customizes e-learning pla...

2 Juli 21min

Ep 73 | Patrick Ford

In this episode of the podcast, Irina Cismas, Head of Marketing at Custify, sits down with Patrick Ford, Customer Success Manager at Softr, a no-code platform for building apps and client portals. Pat...

30 Juni 26min

Ep 72 | Viola Marku

In this episode of the podcast, Irina Cismas, Head of Marketing at Custify, sits down with Viola Marku, Head of Customer Success at WunderGraph, an open source platform that helps engineering teams ma...

26 Juni 21min

Ep 71 | Veronica Bianchini

In this episode of the podcast, Irina Cismas, Head of Marketing at Custify, sits down with Veronica Bianchini, Senior Strategy Customer Success Manager at Discuss, a qualitative research platform for ...

24 Juni 20min

Ep 70 | Katrin Loodus

In this episode of the podcast, Irina Cismas, Head of Marketing at Custify, sits down with Katrin Loodus, Customer Success Manager in the cybersecurity space. After more than a decade with the same or...

18 Juni 18min

Ep 69 | Nir Kalish

In this episode of the podcast, Irina Cismas, Head of Marketing at Custify, sits down with Nir Kalish, VP of Customer Success at BlinkOps, an AI platform that helps security teams automate their opera...

16 Juni 26min

Ep 68 | Alexandra Ardelean

In this episode of the podcast, Irina Cismas, Head of Marketing at Custify, sits down with Alexandra Ardelean, Senior Customer Success Manager at BigTime, a professional service automation platform fo...

11 Juni 23min

Ep 67 | Silviana Prodan

In this episode of the podcast, Irina Cismas, Head of Marketing at Custify, sits down with Silvana Prodan, Team Lead Customer Success at Bloomflow, a platform that helps large organizations deploy and...

9 Juni 19min