Outsource Your Brain: Productivity Tools for Customer Success Professionals
07/17/24 • 40 min
More customer success leaders than ever report being overwhelmed by the never-ending demands of their careers. Are you?
In this episode of Psychology of Customer Success, Rachel reveals her favorite tools designed to help CS leaders stay organized and efficient - even when things are coming at you a million miles an hour!
Discover how to build faster knowledge centers, delegate tasks effortlessly, and leverage AI to ensure nothing slips through the cracks.
Get practical insights on using tools like Fathom Notetaker and Anthropic’s Claude, offering you the keys to a more focused and productive workday for maximum efficiency. Tune in and learn how to outsource your brain for maximum efficiency!
Chapters:
00:00:00 - Introduction
00:01:40 - My favorite tools
00:02:29 - Managing tasks
00:03:55 - Discovering Fathom Notetaker
00:08:24 - Superior AI with Claude
00:15:42 - Easy SOPs and knowledge center resources
00:23:34 - Outsource your brain with my favorite productivity tool
00:26:22 - Immediate focus on demand with this music app
00:27:39 - Wake up more easily and improve sleep quality
00:29:11 - The app that will make you happier in 5 mins a day
00:34:51 - Reflecting with a bullet journal
00:39:27 - Continuous learning - when you have no time
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If you like this content, please like or rate the show, and follow or subscribe so that you don't miss an episode!
For more information about Provan Success and Rachel, visit https://provansuccess.com
Find Rachel on LinkedIn: https://www.linkedin.com/in/rachelhprovan/
Mentioned in this episode:
This episode was sponsored by Vitally.io
*********
🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com
🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com
++++NEW FREE RESOURCE++++
💎 The Ultimate Onboarding Checklist for Customer Success Leaders - The Step-by-Step Checklist to demonstrate your leadership, value, and strategic expertise.
WORK WITH RACHEL:
🧑🏻🎓 The CS Leadership Academy
CONNECT WITH RACHEL
Follow at:
LinkedInTikTokYouTube
WEBSITE
More customer success leaders than ever report being overwhelmed by the never-ending demands of their careers. Are you?
In this episode of Psychology of Customer Success, Rachel reveals her favorite tools designed to help CS leaders stay organized and efficient - even when things are coming at you a million miles an hour!
Discover how to build faster knowledge centers, delegate tasks effortlessly, and leverage AI to ensure nothing slips through the cracks.
Get practical insights on using tools like Fathom Notetaker and Anthropic’s Claude, offering you the keys to a more focused and productive workday for maximum efficiency. Tune in and learn how to outsource your brain for maximum efficiency!
Chapters:
00:00:00 - Introduction
00:01:40 - My favorite tools
00:02:29 - Managing tasks
00:03:55 - Discovering Fathom Notetaker
00:08:24 - Superior AI with Claude
00:15:42 - Easy SOPs and knowledge center resources
00:23:34 - Outsource your brain with my favorite productivity tool
00:26:22 - Immediate focus on demand with this music app
00:27:39 - Wake up more easily and improve sleep quality
00:29:11 - The app that will make you happier in 5 mins a day
00:34:51 - Reflecting with a bullet journal
00:39:27 - Continuous learning - when you have no time
*********
If you like this content, please like or rate the show, and follow or subscribe so that you don't miss an episode!
For more information about Provan Success and Rachel, visit https://provansuccess.com
Find Rachel on LinkedIn: https://www.linkedin.com/in/rachelhprovan/
Mentioned in this episode:
This episode was sponsored by Vitally.io
*********
🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com
🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com
++++NEW FREE RESOURCE++++
💎 The Ultimate Onboarding Checklist for Customer Success Leaders - The Step-by-Step Checklist to demonstrate your leadership, value, and strategic expertise.
WORK WITH RACHEL:
🧑🏻🎓 The CS Leadership Academy
CONNECT WITH RACHEL
Follow at:
LinkedInTikTokYouTube
WEBSITE
Previous Episode
The Hidden Cost of Task Switching
Do you struggle to stay productive amidst constant task switching?
Join Rachel as she delves into the major issue of task and channel switching. Discover what task switching is, why it's a significant problem in the customer success industry, and learn practical tips to minimize its impact.
From creating pockets of focus work to batch tasking and surprising tools, Rachel provides actionable strategies to help you achieve better results and feel less exhausted at the end of the day.
Chapters:
00:00:00 - Welcome to Psychology of Customer Success
00:01:17 - The reality of task switching
00:02:30 - Consequences of multitasking
00:04:20 - Invisible impact of task switching
00:06:00 - The cognitive cost of switching tasks
00:07:09 - Productivity loss from task switching
00:08:18 - Battling email and Slack distractions
00:10:50 - Strategies for focused work
00:14:22 - Optimizing your workday
00:18:11 - Tools and tips for better focus
🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com
++++NEW FREE RESOURCE++++
💎 The Ultimate Onboarding Checklist for Customer Success Leaders - The Step-by-Step Checklist to demonstrate your leadership, value, and strategic expertise.
WORK WITH RACHEL:
🧑🏻🎓 The CS Leadership Academy
CONNECT WITH RACHEL
Follow at:
LinkedInTikTokYouTube
WEBSITE
Next Episode
Gainsight's Easton Taylor on the Power of Human-First Leadership
Are you struggling to balance business results with employee well-being?
Do you wonder how to create a high-performing team while treating them with humanity?
It's time to explore the transformative impact of human-first leadership in customer success.
Join Rachel Provan as she sits down with Easton Taylor, SVP of Customer Success at Gainsight, to uncover the secrets of creating a thriving, human-centric culture that drives business success.
BY THE TIME YOU FINISH LISTENING, YOU'LL DISCOVER:
- What human-first leadership really means beyond the buzzwords, and why it's more critical now than ever in the challenging tech economy
- The 8 key ingredients of human-first leadership, including empathy, authenticity, and personalized experiences
- How Gainsight's core values, including "childlike joy" and "Shoshin" (beginner's mind), shape their unique culture
- Practical strategies for new leaders to build trust and transparency with their teams
- The crucial role of psychology in developing effective leadership skills
- How to maintain a human-first approach while driving results in challenging times
Don't let the pressure to deliver results destroy your team's morale and effectiveness. Tune in to learn how human-first leadership can transform your customer success department, boost employee engagement, and ultimately drive better business outcomes.
*********
This episode was sponsored by Vitally.io
*********
🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com
🎬 This content was edited by Lifetime Value Media.
Learn more at: https://www.lifetimevaluemedia.com
++++NEW FREE RESOURCE++++
💎 The Ultimate Onboarding Checklist for Customer Success Leaders - The Step-by-Step Checklist to demonstrate your leadership, value, and strategic expertise.
WORK WITH RACHEL:
🧑🏻🎓 The CS Leadership Academy
CONNECT WITH RACHEL
Follow at:
LinkedInTikTokYouTube
WEBSITE
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