Episode 50
Tracking User Adoption: The Key to HighLevel SaaS Success
50 - Tracking User Adoption: The Key to HighLevel SaaS Success
In this milestone 50th episode of the HighLevel Experience Podcast, host Vit Muller sits down with Tim Sabir, the visionary founder of GoCSM. Tim is a trailblazer in the realm of customer success management, particularly within the SaaS industry. The conversation delves into the importance of customer success management (CSM) for SaaS businesses, the journey behind the creation of GoCSM, and how agencies can leverage CSM to reduce churn and enhance client retention.
Special Offer 🤩📣
Tim offers a 10% discount on GoCSM for the first 75 agencies that sign up. No payment required until the account is fully set up.To take advantage of this offer, visit highlevelexperience.com/gocsm
About Tim Sabir
Tim Sabir is the founder of GoCSM, a company dedicated to revolutionizing customer success management for SaaS businesses. With a deep understanding of SaaS operations, Tim has developed innovative solutions to help agencies reduce churn and build lasting client relationships.
Highlights 🔥
Key points we talked about in this pilot episode!
- 👉 [00:01:15] Tim Sabir's Journey and the Birth of GoCSM - Tim shares the story behind GoCSM, explaining his initial reluctance to create another software and how the need for effective customer success management led to its development.
- 👉 [00:03:54] Challenges and Solutions in SaaS - Discussion on the challenges faced by SaaS businesses, particularly high churn rates, and the realization of the importance of customer success management to reduce churn.
- 👉 [00:05:38] The Importance of Customer Success Management - Tim elaborates on the significance of customer success management, sharing insights on how understanding customer needs and delivering on promises can enhance client retention.
- 👉 [00:16:19] The Five Pillars of Customer Success - Introduction to the five pillars of customer success, including onboarding, customer satisfaction, product adoption, customer engagement, and feedback.
- 👉 [00:23:41] Product Adoption and Customer Retention - Exploration of strategies to improve product adoption and retention, emphasizing the importance of making customers aware of and utilizing all available features.
- 👉 [00:32:58] Strategies for Product Adoption - Tim discusses the development of features to enhance customer engagement and product adoption, including tracking usage and providing targeted support.
- 👉 [00:52:16] Special Offer for GoCSM - Announcement of a special offer for listeners: a 10% discount on GoCSM for the first 75 agencies, with no payment required until the account is fully set up. Visit highlevelexperience.com/gocsm to access the offer.
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More info about this episode:
- Type: Audio (Explicit )
- Link: https://podcast.highlevelexperience.com/episode/tracking-user-adoption-the-key-to-highlevel-saas-success
- Authors: Vit Muller
- Copyright 2024 vitmuller.com | highlevelexperience.com
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Transcript
Hello everybody.
Vit Muller:Welcome to another episode on the High Level Experience Podcast.
Vit Muller:Our guest today is a fellow high level legend in the space
Vit Muller:of customer success management.
Vit Muller:The founder of GoCSM.
Vit Muller:A visionary who's redefining how SaaS companies engage with
Vit Muller:their clients to drive success.
Vit Muller:With a passion for innovation and deep understanding of the intricacies
Vit Muller:of SaaS operations, he has been instrumental in helping businesses
Vit Muller:scale and retain customers in a competitive digital landscape.
Vit Muller:Please welcome to the show, Tim Sabir from GoCSM.
Tim Sabir:Yes.
Tim Sabir:Thank you.
Tim Sabir:Thank you so much, brother.
Tim Sabir:thank you for the introduction.
Tim Sabir:I love it.
Tim Sabir:I always like, oh, who are they talking about?
Vit Muller:I know.
Vit Muller:Yeah.
Vit Muller:It's like blowing up the smoke up my ass when people introduce you on the podcast.
Vit Muller:I feel the
Tim Sabir:Yeah,
Vit Muller:mate.
Vit Muller:Really good to have you here, mate.
Vit Muller:we, we've met back in 23 when I went to Dallas for the Level Up summit.
Vit Muller:We, we spoke briefly and then, you know, I mean we, we, we all hang out in a
Vit Muller:digital space, so we, we, we, we know of each other and things like that, right?
Vit Muller:But man, really great to have you here.
Vit Muller:Really great to have you on the show.
Vit Muller:Um, to kick things off, could you share with, you know, the listeners,
Vit Muller:the story behind GoCSM and what inspired you to start a company focused
Vit Muller:specifically on customer success management and the SaaS industry?
Tim Sabir:Yes.
Tim Sabir:Okay.
Tim Sabir:I, I always say this, the thing is like, it, I didn't have any intention
Tim Sabir:to create another software to serve my fellow high level agencies.
Tim Sabir:go.
Tim Sabir:CSM is a, like, before it's a software, it's a practice.
Tim Sabir:So, um, and the, the, the, the way we learned and implemented
Tim Sabir:this practice was so expensive.
Tim Sabir:When I say expensive, not only spending the money is expensive on the lost, you
Tim Sabir:know, like sometimes you say, oh, this, I lost a lot in order to build this house.
Tim Sabir:Right?
Tim Sabir:Um, I don't know you agree with me or not, or the listeners, we all entered.
Tim Sabir:this high level or the SaaS game agency model game because
Tim Sabir:the, the high churn, right?
Tim Sabir:And we all were tired of that.
Tim Sabir:And then we entered of the dream of that passive income that would come and, you
Tim Sabir:know, like that residual income, you know, we were all inspired by all these
Tim Sabir:core sellers and I was like one of those dick, like I used to make money to buy
Tim Sabir:courses, make money to buy courses, to, to, I came to a level where we used
Tim Sabir:to share courses like me and few other agency owners we couldn't afford anymore.
Tim Sabir:And then just, you know, hey, 500 on you, 500, let's buy and share
Tim Sabir:the username and password, however we entered the SaaS business.
Tim Sabir:And then once you get in, you get that dopamine hit, oh my god.
Tim Sabir:People paying and they're receiving their username and password.
Tim Sabir:By the way, I created a SaaS agency with the same solutions before even I
Tim Sabir:know about high level or before high level was existed, but was nightmare.
Tim Sabir:I used to call my, my developer every time I am signing up at an account.
Tim Sabir:And he, he used to Uber.
Tim Sabir:I said, how much you gonna make today?
Tim Sabir:He, this one I'll pay, just please create this account was a nightmare.
Tim Sabir:It was a, a WordPress plugin until I found high level.
Tim Sabir:When Robin gave me the demo, I was like, this is not true.
Tim Sabir:However, we entered beautiful system, even day one, not today.
Tim Sabir:That today high level is like unbelievable.
Tim Sabir:Even day one guys, like high levels promise always been
Tim Sabir:a wow experience for us.
Tim Sabir:But then, okay, you, you, you count what I'm taking home money wise.
Tim Sabir:I used to go bring customer 17, customer number one leaves me.
Tim Sabir:Then the SaaS business, when you hand them a software, is different
Tim Sabir:than lead generation services.
Tim Sabir:SEO used to do for them, and they used to cancel us too.
Tim Sabir:Okay, why?
Tim Sabir:Because we charge four, three, $5,000.
Tim Sabir:Right?
Tim Sabir:And the way they, they wait the results like, oh, I'm paying you,
Tim Sabir:you are the most highest expense in my, in my business, let's say
Tim Sabir:chiropractor, whatever's the niche.
Tim Sabir:And they used to cancel us.
Tim Sabir:So we went low ticket software.
Tim Sabir:Software will serve them.
Tim Sabir:They're still canceling us.
Tim Sabir:So we were honestly six people, and they are still huge companies, but they are
Tim Sabir:discreet about high level so that you don't see them in podcasts and stuff.
Tim Sabir:we used to attend Paulson's.
Tim Sabir:We Wednesday lunch and learn something was called.
Tim Sabir:And however, from the chat, Zoom's chat, we created our own mastermind group.
Tim Sabir:Like nothing paid, nothing like we just like six, six people.
Tim Sabir:We used to meet every Thursday after one day of pulse and thing, and we discussed.
Tim Sabir:So everybody's pain was honestly, I know, like workflows, development, whatever.
Tim Sabir:We had a uniformed, pain, which is cancellation.
Vit Muller:Mm-hmm.
Tim Sabir:That was like everybody.
Tim Sabir:Okay.
Tim Sabir:And the way we, the aha moment, okay, why are you doing this?
Tim Sabir:Oh, to reduce churn.
Tim Sabir:Why are you doing this?
Tim Sabir:To gain customers?
Tim Sabir:To reduce churn, right?
Tim Sabir:Because when you show the system that the system is amazing.
Tim Sabir:To any business owner, like show them through three problems, three solutions
Tim Sabir:that we solve their problems with.
Tim Sabir:It's incredible.
Tim Sabir:Guess what?
Tim Sabir:On top of that, we are giving free trial.
Tim Sabir:Like there's no brainer for a business owner.
Tim Sabir:And then they cancel us.
Tim Sabir:Why?
Tim Sabir:And we, day by day, we start finding the whys we, which we will talk about
Tim Sabir:today, and I hope whoever is listening, they will learn those whys, right?
Vit Muller:are taking up.
Vit Muller:I'm, I'm, I'm, I'm, I'm, I'm hearing the, the paper people are preparing the notes
Tim Sabir:Yeah.
Tim Sabir:So the whys, the whys, the, when we discovered the whys, we didn't
Tim Sabir:discover it like a podcast like this.
Tim Sabir:We discover that, oh, here's a big.
Tim Sabir:Aspect of customers success, right?
Tim Sabir:Even CSM, the customer success, um, terminology wasn't that much out there.
Tim Sabir:Now there's customer success book.
Tim Sabir:There's like CSM practices, YouTube channel, everybody, I,
Tim Sabir:they should listen and listen.
Tim Sabir:There's another few other books, but maybe it's for virtual SaaS, you
Tim Sabir:know, like Canva, Netflix and stuff.
Tim Sabir:We are in horizontal SaaS business, so it was not such a thing.
Tim Sabir:So it was all trial and error.
Tim Sabir:So once we found that we made a practice, it was a PDF, I still have them.
Tim Sabir:I, I love those days.
Tim Sabir:so we, oh, guys, this is working.
Tim Sabir:And then go apply it and that guy, oh, it's working.
Tim Sabir:And then we still see churn.
Tim Sabir:And then practice two, practice three.
Tim Sabir:We're gonna share these stuff and that way.
Tim Sabir:Go.
Tim Sabir:CSM.
Tim Sabir:Okay.
Tim Sabir:Go.
Tim Sabir:CSM wasn't, there's no such a thing.
Tim Sabir:Okay.
Tim Sabir:The name.
Tim Sabir:So that practice, we put it together, we did, An app for it, a checklist app
Tim Sabir:and stuff in, in the, on the laptop.
Tim Sabir:And then we develop tracking usage and stuff.
Tim Sabir:We're gonna talk about those areas and aspects.
Tim Sabir:I call them pillars.
Tim Sabir:Okay.
Tim Sabir:And then once we built it, start working for us, we saw like increase
Tim Sabir:in the income, people not canceling.
Tim Sabir:They are our customers more rooted to our businesses and our softwares.
Tim Sabir:They are not canceling.
Tim Sabir:And few of them, they were like, Tim, why are you not software in this, like this?
Tim Sabir:Whatever you do, just make it in the cloud and and then sell it.
Tim Sabir:I was like, who would buy?
Tim Sabir:He say like, high level agency is growing.
Tim Sabir:And then I was like, okay.
Tim Sabir:And they, they, you know, they pushed on me and I was like,
Tim Sabir:you know what, let me do it.
Tim Sabir:We did our version one was beautiful, but nothing to compare to, to today's version.
Tim Sabir:And I went to the summit as exhibitor people.
Tim Sabir:I'm telling you, I was shocked.
Tim Sabir:You know, like that founders doubt, they call it or whatever.
Tim Sabir:Sometimes you do something you think is great or it's working for
Tim Sabir:you, doesn't mean that would work.
Tim Sabir:Our booth was the smallest, the simplest booth ever.
Tim Sabir:Very bad advertising.
Tim Sabir:yeah.
Tim Sabir:22 I, yeah.
Tim Sabir:22 and two.
Tim Sabir:Yes.
Tim Sabir:Yeah.
Tim Sabir:So, once I told every, no, I think 2023, I'm not sure when it was like
Tim Sabir:we went to, to, to exhibition anyways.
Tim Sabir:We told, once we told.
Tim Sabir:About the solution and the problems we solve.
Tim Sabir:I remember people, like people taking the, Hey, take my credit card, take
Tim Sabir:my credit, like, I'm signing up today.
Tim Sabir:And the system was not ready to be honest with you, to, to take this much
Tim Sabir:people because the onboarding, like we were not actively or actually a,
Tim Sabir:a SaaS company, you know, what comes like, you know, onboarding and, and,
Tim Sabir:and cancellations and all of that.
Vit Muller:Oh yeah, you put yourself in a lot of pain, but you know what I mean.
Vit Muller:what I wanna say to that is one of the critical things is cash
Vit Muller:flow soon, as soon as possible.
Vit Muller:Sometimes people try and develop something to its complete perfection
Vit Muller:and dangle on the market on to realize people don't want it.
Vit Muller:So
Tim Sabir:I done that.
Vit Muller:MVP is where it's at, and then you keep building and
Vit Muller:improving best on the feedback.
Vit Muller:The only way you get the feedback is you get your first,
Vit Muller:adopters, first users, right?
Vit Muller:So, and with that, you get some cash flow in.
Vit Muller:So without money, it's a bloodstream.
Vit Muller:Without money, your business dies.
Vit Muller:Right?
Vit Muller:So I think yes, it's gonna be painful.
Vit Muller:You've put yourself in the world of misery doing it that way, but
Vit Muller:I guess it's paid off, right?
Tim Sabir:Oh, big time.
Tim Sabir:Not only, financially, to be honest with you, the authority, people's love.
Tim Sabir:I have people today, you know, my, my, my users are high level agencies,
Tim Sabir:so, and I start knowing incredible.
Tim Sabir:Incredible companies that I would never, ever, I know we go to to, to
Tim Sabir:events and we shake hands, but insights and people sharing with me tips.
Tim Sabir:I'm learning from them and to, to, to to, to develop my own agency.
Tim Sabir:Even GoCSM, the feedbacks go.
Tim Sabir:CSM today.
Tim Sabir:I don't wanna take the credit that I built it, I built it, to be honest with you.
Tim Sabir:Version one was, was good, you know, like was solving fewer problems.
Tim Sabir:But then the customer's feedback, because I have only one agency,
Tim Sabir:media Shield is my agents, right?
Tim Sabir:The way it was working for it.
Tim Sabir:But then I saw other companies, they doing things better than
Tim Sabir:me and they gave me feedback.
Tim Sabir:So what we have today and what we have in our, roadmap to fix and, and, and ship
Tim Sabir:all these new features and solutions.
Tim Sabir:Honestly, 90% of it is because of our customer's feedback.
Vit Muller:Man, I think you've gotta give yourself a bit more credit.
Vit Muller:I, I've heard you speak, on the topic of, you know, getting government grand
Vit Muller:deals and all those things that you do with your agency media shield,
Vit Muller:and that's a very unique twist,
Tim Sabir:Mm-hmm.
Vit Muller:so well done on that one.
Tim Sabir:Thank you.
Tim Sabir:Thank you so much.
Tim Sabir:I appreciate you.
Tim Sabir:I appreciate you.
Tim Sabir:Thank
Vit Muller:And that's almost like that is in itself, that's a brilliant
Vit Muller:strategy, which may, may have to dive in in a separate episode for you guys,
Vit Muller:but in a nutshell, what I've heard Tim speaking about is how you can actually
Vit Muller:get deals from government because they have these government grants and it's
Vit Muller:actually, you know, not that complicated.
Vit Muller:You just gotta get through the process and you get money from the government
Vit Muller:and then you fulfill on those, you know, it could be a marketing project
Vit Muller:for, for them or for small business.
Vit Muller:Lots of different options.
Vit Muller:But let's not go into that because
Tim Sabir:I think we need another episode for
Vit Muller:yes.
Vit Muller:Yes, yes.
Vit Muller:All.
Vit Muller:Let's stay on the, stay on topic.
Vit Muller:Customer success management.
Vit Muller:Diving right in.
Vit Muller:Tim, how do you define customer success and why is it particularly
Vit Muller:crucial for sales businesses?
Tim Sabir:Great.
Tim Sabir:Do you want me to give you my answer, my analogies behind it or,
Tim Sabir:or go a little bit clicks and stuff.
Tim Sabir:Like, I always customer success management, whatever, like, okay.
Tim Sabir:Don't get obsessed with tools and, and features and clicks.
Tim Sabir:I would call it the relationship.
Tim Sabir:You know, if you are good in relationship building, I think you
Tim Sabir:will be good in, in, in building that relationship with your customers.
Tim Sabir:That relationship with, with, with that, that would last.
Tim Sabir:I, I, you know, I, okay.
Tim Sabir:You don't want to lose them.
Tim Sabir:Right?
Tim Sabir:The, my analogy is always like this, like just two people dating, okay.
Tim Sabir:They go to date or before that they text each other.
Tim Sabir:Online Tinder, right?
Tim Sabir:I will ask you, what would it take to the girl or to the guy to break
Tim Sabir:up that, locate that relationship?
Tim Sabir:It's just text messages.
Tim Sabir:Block, delete, bomb.
Tim Sabir:Done another one.
Tim Sabir:Right?
Tim Sabir:But if they go to some few dates, you know, they invest some time together,
Tim Sabir:it's a little bit, they consider, at least they call each other, Hey, sorry,
Tim Sabir:you know, I wanna end it with you.
Tim Sabir:But imagine with me if you, if they introduce each other
Tim Sabir:to their families, right?
Tim Sabir:It's a little bit harder.
Tim Sabir:What should I say to my
Vit Muller:Bit more sticky.
Tim Sabir:Yeah.
Tim Sabir:It's more stickiness, right?
Tim Sabir:Imagine if they make a big wedding and, and courthouses and stuff.
Tim Sabir:Imagine if they have kids.
Tim Sabir:Oh, child support and stuff.
Tim Sabir:So as the relationship gets more complicated, the breakup
Tim Sabir:will be more complicated.
Tim Sabir:So many husbands and wives.
Tim Sabir:They know there are more beautiful, women or husbands or richer, no, they are loyal.
Tim Sabir:They say, I invested so much with this guy or with this lady.
Tim Sabir:She's my children's mothers.
Tim Sabir:She's, that's it.
Tim Sabir:You know, I wouldn't think about any other person.
Tim Sabir:Right?
Tim Sabir:So it's not about shopping, but same thing.
Tim Sabir:If you build the relationship right with your customers, they will find
Tim Sabir:about high level, they will find about me or you, you know, offering
Tim Sabir:pretty much the same services.
Tim Sabir:They will find cheaper people.
Tim Sabir:They you with thousand snapshots and they never leave you.
Tim Sabir:Right?
Tim Sabir:Why?
Tim Sabir:Because, oh my God, I, I have customers, I joke with them, why you don't
Tim Sabir:cancel media show if you are tight?
Tim Sabir:No way.
Tim Sabir:Like even if I fire, you know, in front of me, if you, if I fire her, I don't
Tim Sabir:wanna mention names, I'm not gonna cancel.
Tim Sabir:And then we make jokes.
Tim Sabir:Why?
Tim Sabir:Because they're, everything is with us, right?
Tim Sabir:They are more rooted, oh my God.
Tim Sabir:Again, to do all that stuff.
Tim Sabir:Okay.
Tim Sabir:You're gonna tell me, okay, Tim, you're right.
Tim Sabir:Everybody listening to this are able to build such a relationship
Tim Sabir:with a customer, right?
Tim Sabir:With one customer.
Tim Sabir:So easy we build it, we make them use more, adopt all these features.
Tim Sabir:But how can we, okay.
Tim Sabir:And our game is not one customer or five, our game is hundreds.
Tim Sabir:Right?
Tim Sabir:I will show you our users, you know, there are thousands.
Tim Sabir:Hundreds or sometimes, you know, even if it's less than a hundred,
Tim Sabir:they making good income, right?
Tim Sabir:Why they found a way to do this relationship building, sticky relationship
Tim Sabir:building, and all these, you know, stickiness and roots in an scalable way.
Tim Sabir:That's the secret.
Vit Muller:that's the secret
Tim Sabir:Does that make
Vit Muller:let's, let's face it, I mean, high level has its
Vit Muller:own, it's just a commodity.
Vit Muller:Like you said, everybody's got it.
Vit Muller:Lots of small businesses these days actually know about it, that, that we
Vit Muller:exist as agencies and we are resellers.
Vit Muller:Um, so yeah, you have to add your own unique point of difference, whether it's
Vit Muller:the quality of, you know, it could simply be the point of difference being you're
Vit Muller:not really adding anything new, but it's.
Vit Muller:It's the quality of how much you care and the support mechanisms that you
Vit Muller:provide is what they, what they really enjoy and that's why they stay with you.
Vit Muller:Um, there are some technical specifics when it comes to sas, like keep
Vit Muller:KPIs, like speed of adoption, right?
Vit Muller:That's a critical one.
Vit Muller:'cause relationships, right?
Vit Muller:But then at the end of the day, it's not that the core product that
Vit Muller:you're selling is the software.
Vit Muller:So how fast they're gonna be, you know, how how well they're gonna be benefiting
Vit Muller:from it is gonna be dictated by the speed of adoption as one of the criteria, right?
Vit Muller:Do you wanna talk about that?
Tim Sabir:yes.
Tim Sabir:But before we talk about cust or like product adoption, can
Tim Sabir:we, or can I break down the five pillars that customers, success,
Tim Sabir:especially for high level agencies?
Tim Sabir:Okay.
Tim Sabir:This is how we design GoCSM right away we go to, to, to,
Tim Sabir:to, to, to product adoption.
Tim Sabir:But before that, or like in, in our story, this is how we found it.
Tim Sabir:We and so many agencies we thought sign up to.
Tim Sabir:Like, sign the customer up to your high level and give them
Tim Sabir:bunch of help docs, right?
Tim Sabir:And here's the bubble.
Tim Sabir:If you have any question and you know, contact us and our support, right?
Tim Sabir:And all that stuff.
Tim Sabir:We thought things will be good.
Tim Sabir:And all of a sudden we see canceling, right?
Tim Sabir:They are canceling.
Tim Sabir:The thing is, if you have customer asking questions, you have amazing customer,
Tim Sabir:customer asking questions and whatever.
Tim Sabir:Oh my god, that's awesome.
Tim Sabir:Most of our customers, they don't ask, they when they signed up with
Tim Sabir:you, don't think you closed the deal.
Tim Sabir:They are just trying you out.
Tim Sabir:Whether it's trial or even when they pay to see if it's gonna work for them or not.
Tim Sabir:So many times they come with solutions.
Tim Sabir:Bookkeepers or whatever software.
Tim Sabir:I say, okay, let's try it if it's work, work.
Tim Sabir:If not, hey guys, cancel it.
Tim Sabir:Same thing.
Tim Sabir:So what we did, we thought onboarding, onboarding,
Tim Sabir:onboarding, we learned, we mastered onboarding, which is so important.
Tim Sabir:So I call it pillar one.
Tim Sabir:So you should build that pillar in very scalable way where you can do it for
Tim Sabir:hundreds of clients or tens, right?
Tim Sabir:And should be perfect.
Tim Sabir:When I say perfect again, people say, okay, what platform
Tim Sabir:you use for onboarding?
Tim Sabir:You know, which calendar?
Tim Sabir:How many slots?
Tim Sabir:Okay, leave technical, do whatever works for you.
Tim Sabir:But I'm gonna tell you something.
Tim Sabir:Make sure that's perfect, which is.
Tim Sabir:Promises made, promises kept.
Tim Sabir:I said this before Donald Trump, by the way, promises made.
Tim Sabir:I, I made it in a bro.
Tim Sabir:I I said it in broken language, English, whatever.
Tim Sabir:So promises made promise.
Tim Sabir:Again, my analogy is husband and wives vet here.
Tim Sabir:How many times we hear, I mean, I'm sure you, you have a significant other,
Tim Sabir:or, or a lot of times we men promise something to their ladies or future wives.
Tim Sabir:I will buy you that ring.
Tim Sabir:I will buy you that purse.
Tim Sabir:Right?
Tim Sabir:And, you know, things gets great and seriously and he builds house for her.
Tim Sabir:He makes the most beautiful wedding for her, right?
Tim Sabir:He take her to a honeymoon.
Tim Sabir:Amazing stuff like way more expensive than that purse or that maybe even I kind.
Tim Sabir:They always remember, Hmm, you promised me that purse and you didn't buy it.
Tim Sabir:Right?
Tim Sabir:Like, this is psychology of humans.
Tim Sabir:So when you sign up any customer or when you sell them, make sure
Tim Sabir:where's the number one thing?
Tim Sabir:Make them decide to sign up with your high level or with your SaaS, right?
Tim Sabir:And write that down.
Tim Sabir:Sometimes I have, we had so many customers, we signed them up for
Tim Sabir:reviews, for calendar automations, right?
Tim Sabir:Or for a website, let's say for reviews.
Tim Sabir:They sign up for that, that, that was the decision making.
Tim Sabir:Hormonal, you know, push.
Tim Sabir:And guess what?
Tim Sabir:Once we sign them up, we see.
Tim Sabir:Their website is bad.
Tim Sabir:We build a website.
Tim Sabir:Their calendar is bad.
Tim Sabir:Their automation, their QR code.
Tim Sabir:We do everything.
Tim Sabir:We ignore that one thing that we, and then that's not a good, or perfect onboarding.
Tim Sabir:So the onboarding first thing, first, you need to make sure
Tim Sabir:whatever was their push to sign up, deliver that, don't deliver more.
Tim Sabir:Or even if you deliver, make sure that's delivered.
Tim Sabir:So this is what I call a a, a successful onboarding, of
Vit Muller:almost like the, that that should be the base standard,
Vit Muller:I think these days anyway.
Vit Muller:Right.
Tim Sabir:yes.
Tim Sabir:But we all, we all do this mistake.
Tim Sabir:We overdeliver and get excited and we just go and do a lot of thing.
Tim Sabir:And we don't know the customer.
Tim Sabir:They signed up, they looking, I do the same thing.
Tim Sabir:I sign up to a lot of softwares.
Tim Sabir:For one reason and they go and so like, explain to me a lot of
Tim Sabir:features and I don't use that.
Tim Sabir:I don't care.
Tim Sabir:I want to get that thing because that was my pain that I
Vit Muller:see what you mean.
Vit Muller:This
Tim Sabir:psychologically,
Vit Muller:So I was gonna segue from this to say, you know, the, the, how you
Vit Muller:take it to the next level is obviously don't disclose everything and then, and
Vit Muller:then surprise them a bit, which is the over-delivery aspect, which is deep.
Vit Muller:I like this is the most effective strategy.
Vit Muller:When you over deliver, they're gonna love you more.
Vit Muller:But that means if you wanna overdeliver what you're saying is make sure that
Vit Muller:you deliver the, the thing that they were expecting in the first place.
Vit Muller:Then worry about overdelivering.
Vit Muller:If you don't meet that, what they expect in the first
Vit Muller:place, then you miss the boat.
Tim Sabir:a hundred percent value.
Tim Sabir:Ladder.
Tim Sabir:We always learn from funnels.
Tim Sabir:Value, ladder, whatever, upsell in my opinion, you
Tim Sabir:don't need to upsell for money.
Tim Sabir:If you could, like a customer signed up for, for with you, for reviews, right.
Tim Sabir:If you could upsell them.
Tim Sabir:To buy a phone number from you and put it in their QR codes
Tim Sabir:and stuff, and billboards.
Tim Sabir:You upsell them the value ladder.
Tim Sabir:Okay?
Tim Sabir:And next, if you do their, like if you do their website to be
Tim Sabir:with you, that's a value ladder.
Tim Sabir:Okay?
Tim Sabir:Don't show them everything that they want.
Tim Sabir:Find that decision making.
Tim Sabir:So this was pillar one that we perfectly built it and we saw the
Tim Sabir:improvement bit when we did that, right?
Tim Sabir:And after that, right away, we should check the customer satisfaction
Tim Sabir:level, which I call pillar two.
Tim Sabir:Okay?
Tim Sabir:Because you need to make sure that hey, wife, hey, whatever, did I,
Tim Sabir:whatever I promised you delivered, did, did we meet your expectation?
Tim Sabir:Yes.
Tim Sabir:Okay.
Tim Sabir:And that's so important to ask referrals or to ask whatever.
Tim Sabir:Don't delay it because the relationship will get old, right?
Tim Sabir:So.
Tim Sabir:Customer satisfaction.
Tim Sabir:This is, I don't wanna go details, but customer satisfaction also, it's something
Tim Sabir:you need not only happy, unhappy, no.
Tim Sabir:Sometimes customer's health statuses.
Tim Sabir:So we have full scoring system.
Tim Sabir:If you don't mind, I can share my screen
Vit Muller:Yes, please.
Vit Muller:Let's do
Tim Sabir:Yeah.
Tim Sabir:So I wanna show you in a scalable way how to do it all.
Tim Sabir:What I'm talking to, about is, is doable when you wanna do 1, 2, 3.
Tim Sabir:But if you wanna delegate it to a VA or a, an employee, how they can do it in a
Tim Sabir:perfect way that you are happy and all the check, all the boxes are checked.
Tim Sabir:So customer's health, sometimes customer's health matters.
Tim Sabir:If they are financially making money, because if they are
Tim Sabir:broke, they're gonna cancel you.
Tim Sabir:Nothing wrong with you and all the checkbox, all the pillars are good,
Tim Sabir:but just they cannot afford you.
Tim Sabir:So don't work with startups or, or, or struggling businesses overall.
Tim Sabir:So when it comes to health, a lot of things matter.
Tim Sabir:Their feedback, their time spent, right?
Tim Sabir:So I'm gonna cover the pillar number three and four and then five.
Tim Sabir:And then we jump in and I will show you how you can utilize
Tim Sabir:this stuff in a scalable way in the software in GoCSM software.
Tim Sabir:So when we build the pillar one satisfaction was there.
Tim Sabir:Hey, my team, me.
Tim Sabir:Hey guys.
Tim Sabir:This person onboarded perfectly.
Tim Sabir:Promises made, promises kept right.
Tim Sabir:We over deliver value ladder.
Tim Sabir:Happy, healthy customer.
Tim Sabir:They're making money.
Tim Sabir:Two months later, stay close.
Tim Sabir:they canceled.
Tim Sabir:Hmm.
Tim Sabir:This is where you say the product adoption, I call them, Hey, you know, Hey
Tim Sabir:Justin, Hey Jessica, why you canceled?
Tim Sabir:Tim, you have awesome system.
Tim Sabir:I love it.
Tim Sabir:But honestly, all what I was using was the calendar feature and calendar lease, $15.
Tim Sabir:You know?
Tim Sabir:And to be honest, well make sense.
Tim Sabir:If I was in her shoes, I would cancel it too.
Tim Sabir:Or like, you know, CRM or what I was using and my, my brokerages,
Tim Sabir:they, they pro providing me, you know, KV code or whatever.
Tim Sabir:So, or MailChimp, oh, there's another thing, you know, like we studied,
Tim Sabir:we need make to make them more rooted, not only 1, 1, 1 feature,
Tim Sabir:two feature that they can leave.
Tim Sabir:Like, and then study.
Tim Sabir:Study.
Tim Sabir:And then there is something called product adoption, right?
Tim Sabir:We didn't know about this.
Vit Muller:and here's the thing, it's about habits.
Vit Muller:Like we are creatures of habits, so if you allow them to go on for too long.
Vit Muller:Meaning if you allow 'em to go for too long of using just one feature, that's
Vit Muller:the one thing that they stick on.
Vit Muller:That's that habit.
Vit Muller:They're never gonna go explore the other things because they're busy
Tim Sabir:Exactly make them busy.
Vit Muller:they may have bad month, they start to look at expenses, they
Vit Muller:look at this, like you said, oh, I could just pay Calendly for that.
Vit Muller:'cause I
Tim Sabir:A hundred,
Vit Muller:calendars.
Tim Sabir:a hundred percent.
Tim Sabir:So we were shocked.
Tim Sabir:Like, oh, we have, you know, people got onboarded perfectly, very satisfied.
Tim Sabir:Few months later, they canceling why?
Tim Sabir:And then we measured all these features.
Tim Sabir:We get excited about features.
Tim Sabir:You know how I get excited about features when they are sticky.
Tim Sabir:Features all in one inbox.
Tim Sabir:All in one inbox was a huge thing, or still huge thing for me.
Tim Sabir:It's not because.
Tim Sabir:This is how I ask like, Hey team, if we implemented this to our customer,
Tim Sabir:to a small business owner and if they want to cancel, what would
Tim Sabir:they lose to cancel this feature?
Tim Sabir:If the answer is like, for example, all in one inbox, I ask you, what
Tim Sabir:would a customer lose if they cancel our all in, all in one inbox?
Vit Muller:History of all the conversations.
Tim Sabir:Well, they can, they, most of business owners, they don't.
Tim Sabir:My point, they can get that through the actual inboxes, right?
Vit Muller:That's fair.
Tim Sabir:Facebook, Excel, and there's a lot of systems.
Tim Sabir:So for me, this product, yes, I want them to adopt it, but for me, from one to 10,
Tim Sabir:these products, I would score it one.
Tim Sabir:Okay.
Tim Sabir:Or two social planner.
Tim Sabir:What they would lose if they cancel us.
Tim Sabir:Hmm.
Tim Sabir:You know now Facebook Studio, meta Studios offering this every platform, not much.
Tim Sabir:I would give it one or two, but a phone number purchased
Tim Sabir:from us and printed everywhere.
Tim Sabir:What?
Tim Sabir:They would lose all that print and billboard, for example, right?
Tim Sabir:All the people calling that number saved.
Tim Sabir:Hmm.
Tim Sabir:I would give this seven or eight.
Tim Sabir:What would they lose if their domain is from us and their website
Tim Sabir:perfectly built with us, oh my god.
Tim Sabir:Headache to talk to another developers and all that stuff, right?
Tim Sabir:What they would lose.
Tim Sabir:So just measure this, what would they lose if they cancel or get rid
Tim Sabir:of this instead of, so measure that.
Tim Sabir:And for us, someone for example, this in my agency, in my niche,
Tim Sabir:phone number, whatever, all in one inbox is something is important.
Tim Sabir:The history is important for something, you rate them, don't copy me.
Tim Sabir:You measure your own products and solutions.
Tim Sabir:Which one is more sticky?
Tim Sabir:Okay, which one is not?
Tim Sabir:And make that value ladder accordingly.
Tim Sabir:So we came and we built great software, great, great, solution automation.
Tim Sabir:So what we built is.
Tim Sabir:Okay.
Tim Sabir:Product adoption comes from what?
Tim Sabir:Either using the feature in a, in, in, in its full potential or like product not,
Tim Sabir:not adopting a product comes from what?
Tim Sabir:Either not using a feature with its full potential, right.
Tim Sabir:Or not knowing that you have that feature in your system.
Tim Sabir:Examples, I had so many people, they built their website in my
Tim Sabir:media shield, my white label, high level, and their website is so bad.
Tim Sabir:And another high level agency that reach out to them with a beautiful
Tim Sabir:website, customized their logo, whatever, and they take them for a month.
Tim Sabir:so how to make them, to use that feature, whether website, funnel,
Tim Sabir:automations, calendar, sometimes they use calendar, but there's no
Tim Sabir:automation, reminder going for them.
Tim Sabir:You know, that time we had, campaigns and triggers in two different, tags.
Tim Sabir:We didn't have all this stuff,
Vit Muller:Going other days, thank God that was a pain.
Tim Sabir:I swear.
Tim Sabir:So that stuff were not there.
Tim Sabir:So they didn't know they have a calendar and then there's nothing going reminder.
Tim Sabir:And then other agency reaches out to my customer.
Tim Sabir:They say, Hey, our calendar, your customer's book, and they receive
Tim Sabir:your zoom, your stuff, your address, your parking instruction.
Tim Sabir:They go, I say, oh my God, we had this.
Tim Sabir:They just didn't know on the
Vit Muller:You missed the opportunity.
Tim Sabir:Yep.
Tim Sabir:I missed to make them properly.
Tim Sabir:On the other hand, we have so many customers till
Tim Sabir:today, they use our software.
Tim Sabir:I check their website and I go, I see a Calendly widget there, or I
Tim Sabir:receive marketing campaigns from them.
Tim Sabir:Email.
Tim Sabir:I see, um, active campaign or like MailChimp, whatever I call customer, I
Tim Sabir:have some relationship or, or we call them, Hey, why are you using this?
Tim Sabir:Why are you not using the calendar feature in your media shield?
Tim Sabir:They say, do we have this feature?
Tim Sabir:I didn't know then, hey, team, why I'm paying $50 for that,
Tim Sabir:for form wise and all that?
Tim Sabir:Like not for type, form, type, whatever it is.
Tim Sabir:So they cancel and they give back to us.
Tim Sabir:So we found out either they're not using a feature properly or they, they don't know.
Tim Sabir:So what we did, we built, we built an automation.
Tim Sabir:We track their mouse and their pages.
Tim Sabir:If they are trying to build a website, right?
Tim Sabir:Right away a message goes to them, Hey, customer, let's say, Hey
Tim Sabir:Mike, customer, I saw, this is Tim.
Tim Sabir:I saw you are trying to build a website in Media Shield if you need help.
Tim Sabir:Book and I will build it for you.
Tim Sabir:Right?
Tim Sabir:Or website for social planner or something.
Tim Sabir:Something.
Tim Sabir:Hey customer, we saw you are trying to explore social
Tim Sabir:planner or connect whatever.
Tim Sabir:Here is a help article or tips and tricks, how to do it best.
Tim Sabir:Or here's another business out and send them your articles.
Tim Sabir:Right?
Tim Sabir:I have so many customers and our GoCSM customers, when they use
Tim Sabir:this feature, they say the feedback from their customer is amazing.
Tim Sabir:'cause they say, what?
Tim Sabir:You were watching me or what?
Tim Sabir:And there's no software in the world offer this feature unless only high
Tim Sabir:level softwares who use GoCSM might,
Vit Muller:if you think about it, it's such a common sense thing.
Vit Muller:Like for a software company, like it should have it.
Vit Muller:Like if there's one thing, how would, like if I'm a gym, what's important
Vit Muller:to me to make, to make sure that the per person keeps coming back
Vit Muller:to the classes to keep working out?
Vit Muller:Is the visits like I need the data.
Vit Muller:I need to know the day, show up with software.
Vit Muller:I need to know, did they log in?
Vit Muller:Did they use this?
Vit Muller:Did they use that?
Vit Muller:When is the last time they logged?
Vit Muller:Like, I need to know.
Vit Muller:'cause otherwise I've got no way to be pro.
Tim Sabir:Pillar four.
Tim Sabir:Yes.
Tim Sabir:You're
Vit Muller:I'm stealing your thunder.
Vit Muller:I know, but.
Tim Sabir:yeah.
Tim Sabir:No, no.
Tim Sabir:You know, like the thing is, you know, it, you, you are subject
Tim Sabir:matter expert in this, but you got like, it's not categorized.
Tim Sabir:We all knew it, but we didn't know it in an organized way and which way.
Tim Sabir:So the other feature that we developed is we check if they never checked,
Tim Sabir:let's say the form builder or the email marketing or any feature we send
Tim Sabir:them, Hey, customer, do you know we have this feature and I believe it's
Tim Sabir:great for your volume, custom volume.
Tim Sabir:For example, business name check, like, you know, watch this video or
Tim Sabir:book a, you know, feature walkthrough.
Tim Sabir:We give, we feature walkthrough to show them how this would benefit them.
Vit Muller:Mm-hmm.
Tim Sabir:Or we have some features.
Tim Sabir:For example, we don't need to just reply with, yes, if you want me to
Tim Sabir:implement this for your account.
Tim Sabir:If they say yes right away, we get a task created and we implement it.
Tim Sabir:So this way, what we did, when they want to use a feature, we are aware in
Tim Sabir:a scalable way, this message goes to hundreds of people, Hey, this is how
Tim Sabir:to use this feature in a better way.
Tim Sabir:This is how to maximize the benefit of this feature.
Tim Sabir:Whether, you know, we offer for heavy features or stickiness feature we
Tim Sabir:offer, even we do it for you, right?
Tim Sabir:Or watch this article.
Tim Sabir:In the other hand, for features that they are not aware of, we
Tim Sabir:send them, a message or you know, an email, Hey, did you know this?
Tim Sabir:And again.
Tim Sabir:Right.
Tim Sabir:So this way, once we did this with, we saw the product adoption before,
Tim Sabir:we used to have so many customers they use only the main reason that
Tim Sabir:they signed up to Media Shield.
Tim Sabir:The main decision making.
Tim Sabir:Only that, right?
Tim Sabir:Because I say why, this is why I signed up.
Tim Sabir:Once we did this strategy, we saw, hmm, the value ladder or
Tim Sabir:the product adoption increased.
Tim Sabir:Does that make sense?
Vit Muller:Yeah.
Tim Sabir:And then that point, the big mistake I share with everyone here, I hope
Tim Sabir:every high level agency to listen to this.
Tim Sabir:There's a habit going and I was victim of this habit where you sign up or where we
Tim Sabir:sign up a customer and give them knowledge based document to, to learn how to use it.
Tim Sabir:This is the hugest mistake I have ever done, and I see a
Tim Sabir:lot of people still doing it.
Tim Sabir:Please don't do it.
Tim Sabir:Okay.
Tim Sabir:Business owners take this as a rule.
Tim Sabir:Business owners, they don't learn something new to do something may benefit
Tim Sabir:them in the future for a future outcome.
Tim Sabir:They don't, they don't have time.
Tim Sabir:I don't.
Tim Sabir:Right?
Tim Sabir:I know a lot of things I need to learn.
Tim Sabir:There is a lot of softwares, right?
Tim Sabir:I need to learn.
Tim Sabir:I don't Right.
Tim Sabir:I don't have time.
Tim Sabir:They don't, they, they're true business owners, okay?
Tim Sabir:But if something is working for us today, and we seeing the outcome
Tim Sabir:today and our business is dependent today, we have to learn it.
Tim Sabir:The reason I that, that this aha moment came to me when, our bookkeeper
Tim Sabir:kinda got disconnected from us.
Tim Sabir:I learned bookkeeping, I learned QuickBooks online.
Tim Sabir:Now I'm an account now, I don't know much, but I was like, what the heck I'm doing,
Tim Sabir:but I'm learning things are perfect.
Tim Sabir:I learned it, which is, you know, until I hired someone else.
Tim Sabir:Right.
Tim Sabir:So in our case, how can I give this example, onboard them, satisfy
Tim Sabir:them, make them adopt, make their business, adopt a feature, right?
Tim Sabir:And then we used to have like a, Hey, Tim, or hey, media shield team.
Tim Sabir:Can you guys change the awareness day availability from nine to 10 to
:00 PM to 10 to 5:00 PM right?
:Or can you guys forward this phone number to, to my cousin or to my, you know, like
:these kind of questions from Oh, okay.
:Okay.
:What we do, we record, we used to record them a bus.
:Uh uh, Hey.
:Okay, I will, I will.
:I'm doing it for you now, but let me show you how to do it next time.
:So you don't need to get back to me.
:They listen because they know.
:They just ask.
:They listen.
:So one time teaching or sending them, Hey, this is how you do it.
:Send them, send them an article.
:They have to learn it, right?
:Because they need it.
:So don't teach them that, like that feature or how to use, like don't give
:them bunch of help articles, right?
:Make them needing it.
:Like don't, don't let them like vitamins and painkiller, right?
:We all know vitamins are better, right?
:But we, painkiller products are the best, you know, they sell best.
:So create that painkiller, create that pain, and give that painkiller.
Vit Muller:Yeah, I know what I'm trying to say.
Vit Muller:Yeah.
Tim Sabir:Yeah.
Tim Sabir:In fact, Sean.
Tim Sabir:The founder of high level, the CEO, I have two videos of him.
Tim Sabir:I wish if I pulled it up and shared it with you, or I will
Tim Sabir:share it when I share my screen.
Tim Sabir:He has, a video.
Tim Sabir:I I steal it.
Tim Sabir:I recorded it.
Tim Sabir:He said, you know, I'm, I, I own a very big company, right?
Tim Sabir:But my number one, success or successful app, or best feature I
Tim Sabir:have is the customer success, right?
Tim Sabir:They bring success to you right away, which is how to make money.
Tim Sabir:They care about that once you make money.
Tim Sabir:That's it.
Tim Sabir:So how could you make them log in often, right?
Tim Sabir:So the pillar for after adopting, make them log in, how they need to
Tim Sabir:log in, not like, Hey, just log in.
Tim Sabir:So teaching them how to use it on stuff, and then we start tracking who
Tim Sabir:logged in and who didn't log in, right?
Tim Sabir:I. So who hasn't logged in for a, let's say for a week, automatically
Tim Sabir:a message goes to them, right?
Tim Sabir:let's say, Hey, there's a business activity going on in your business.
Tim Sabir:Log in and, and, and, you know, check what's going on.
Tim Sabir:And if you don't mind, let me show you what I mean with this,
Vit Muller:Yes.
Vit Muller:Now we're getting into product demo guys.
Vit Muller:So if you are listening on audio, um, now be a good time to switch over to YouTube.
Vit Muller:Um, this podcast is available on YouTube.
Vit Muller:If you wanna see, what Tim is showing on a screen or is about
Vit Muller:to show on screen, you do that.
Vit Muller:But if, you just wanna keep on, keep on listening through audio
Vit Muller:only, we'll explain it as well.
Tim Sabir:So when you log into to, to go c sm, basically the login activities,
Tim Sabir:or let me, let me recap to everything you can do with the system, but again, I don't
Tim Sabir:want this podcast to be a demo call, okay?
Tim Sabir:But this is the dashboard.
Tim Sabir:For example, you will see all your contacts companies, how many SaaS agencies
Tim Sabir:you have, how many churns, so that your churn percentage shows here, good or bad.
Tim Sabir:And then features usage, right?
Tim Sabir:Features.
Tim Sabir:Usage is also important.
Tim Sabir:Like how many percentage of the, so 21%.
Tim Sabir:Honestly, here the system says low, but to be honest, in Mike, we build this
Tim Sabir:based on books and stuff like, you know, 21%, but high level, like as a software.
Tim Sabir:21%, features used.
Tim Sabir:Percentage wise it's low.
Tim Sabir:But in high level we have so many, features.
Tim Sabir:So 20% is great if you have these many.
Tim Sabir:So we need to make this tailored for high level, premium.
Tim Sabir:I will talk about three premium later.
Tim Sabir:regular kind.
Tim Sabir:You know how we have like SaaS companies and then you have regular companies,
Vit Muller:Like agency companies that don't get login, it's
Vit Muller:more about create an account to fulfill a loan for them, type of
Tim Sabir:oh, let me say it in another way.
Tim Sabir:You know how ti how sometimes we have customers, they are
Tim Sabir:not subscribed in Stripe.
Tim Sabir:They are just like a sub account, but they pay us, you know,
Vit Muller:Right.
Vit Muller:You've you've got them through a different means to how
Tim Sabir:Yeah, so this is regular.
Tim Sabir:And then you have SaaS, but also you can have premium customers.
Tim Sabir:Premium customers, whether sub-accounts or people, you know.
Tim Sabir:Sometimes you sign up someone and they like you, and they say, yes, sign me up.
Tim Sabir:Once you sign them up, they say, Vince, you know what, Tim?
Tim Sabir:Here's my niece, or Mike is our IT manager.
Tim Sabir:She will be responsible of mediation care.
Tim Sabir:You know, guess what?
Tim Sabir:Now that person is your customer.
Tim Sabir:If they don't use it, you know they cancel you.
Tim Sabir:So you need to pay
Vit Muller:Yeah.
Vit Muller:So in a nutshell, the customer is not the one who's paying.
Vit Muller:The customer is the user in this sense.
Tim Sabir:Who's bringing the success or the outcome of
Tim Sabir:your software to the business?
Vit Muller:Yep.
Tim Sabir:Okay, so the login activities here, you will see it.
Tim Sabir:For example, you'll see how many people log, not inactive, for
Tim Sabir:example, three weeks or more, or a month or more this month.
Tim Sabir:These many people this week, this many people today, these many people, and
Tim Sabir:we give the same thing in pipelines.
Tim Sabir:And if you know the power of pipelines and workflows, you know
Tim Sabir:what you can do with it, right?
Tim Sabir:We already have automation that goes to them, right?
Tim Sabir:So you will see today's active users.
Tim Sabir:See for example, this agency is pretty, active.
Tim Sabir:So today's active users are this many.
Tim Sabir:So you can automate them or don't or leave them alone, right?
Tim Sabir:But if they don't log in, they stay like next day they
Tim Sabir:will be in this one day idle.
Tim Sabir:If they stay one week here, they will go one week in active, two weeks, three
Tim Sabir:weeks, as many as you want, right?
Tim Sabir:So we give you this in very in, and we call it, go ahead.
Vit Muller:I was just for the guys listening.
Vit Muller:So what, what Tim is showing on the screen right now, 'cause you can't see it.
Vit Muller:It's, he's showing a pipeline.
Vit Muller:He was showing a dashboard earlier, which I think he got it, but then he's showing
Vit Muller:a pipeline and there are a couple of stages in the pipeline, which, if you
Vit Muller:can go back to that one there for Tim.
Vit Muller:Tim.
Vit Muller:Um, so you got the stage, um, active users, which is people who are active.
Vit Muller:They just logged in today.
Vit Muller:Then you got idle after one day.
Vit Muller:So people who, you know, haven't logged in in a day.
Vit Muller:And then it goes into second, a third, third stage, third, third
Vit Muller:stage in the pipeline, which is one week inactive, two weeks inactive.
Vit Muller:Keeps going like that.
Vit Muller:Three weeks inactive.
Vit Muller:What's that like last after that one?
Tim Sabir:That's it.
Tim Sabir:This, this agency, they have it only this much, but
Vit Muller:That means if somebody is sitting three weeks inactive
Vit Muller:or one month inactive, this is where you get into like a red zone.
Vit Muller:This is where you get into, okay,
Tim Sabir:yeah, yeah, exactly.
Vit Muller:lose that person really soon type
Tim Sabir:Yeah, so you need to do something.
Tim Sabir:So we have automations goes to them.
Tim Sabir:So for example, if you come to automations and if you come to customer
Tim Sabir:touch, you can notify yourself.
Tim Sabir:But when the numbers are login activity, inactive users, so a message goes to them
Tim Sabir:or an email goes to them, Hey, business owner, or like a contact name, we have
Tim Sabir:noticed some business activities inside your account that needs your attention.
Tim Sabir:Please log into your location, name, of course, account, and or
Tim Sabir:like your, your agency name and to take the necessary actions,
Vit Muller:So can I, I've got a few questions while we're going through this.
Vit Muller:Um, this is so.
Vit Muller:workflows, I would be installing them into my client's sub account
Tim Sabir:No, no, no.
Tim Sabir:This
Vit Muller:or on my agency sub on my, on my sub account
Vit Muller:that I run my agency through.
Tim Sabir:No, this is your GoCSM account.
Tim Sabir:That's it.
Tim Sabir:Your CSM department, your CSM team, your your GoCSM.
Tim Sabir:This is a GoCSM account.
Tim Sabir:You'll receive one account.
Tim Sabir:It's GoCSM software but integrated with high level.
Tim Sabir:So everything, you know how to use high level.
Tim Sabir:We didn't build automations there.
Tim Sabir:It's weird.
Tim Sabir:You know how to build.
Tim Sabir:So we are integrated with high level.
Vit Muller:Yeah, no, I get that.
Vit Muller:Um, what I'm saying is, in my, in my agency, in my high level, when I want
Vit Muller:to integrate your CSMI put these into my agency sub account, install the snapshot.
Tim Sabir:No.
Tim Sabir:Imagine this.
Tim Sabir:You are signing up to, to, to GoCSM and GoCSM will give you a sub account under
Tim Sabir:portal that gom.com total different.
Tim Sabir:So you'll be a one customer for our agency basically.
Tim Sabir:But it's called GoCSM.
Tim Sabir:So you come here, GoCSM configuration.
Tim Sabir:You connect everything and then boom, you will see all your dashboards
Tim Sabir:and stuff in your GO SM account.
Tim Sabir:GoCSM is a standalone platform.
Vit Muller:right.
Vit Muller:So I won't be able to see, I won't be able to manage my customers, from my end.
Vit Muller:I have to switch over to yours.
Tim Sabir:No, no, this is not to mine or to yours.
Tim Sabir:This is an account.
Tim Sabir:These are all your customers, all your sub accounts will be as companies.
Vit Muller:Mm-hmm.
Tim Sabir:and instead of, and instead of, so imagine this location or this
Tim Sabir:account in GoCSM as your CSM department.
Tim Sabir:So it's not gonna be a sub account in your agency, just this is the,
Tim Sabir:the better way of putting it.
Tim Sabir:It's not a snapshot.
Vit Muller:Yeah.
Tim Sabir:Yeah, it's gonna be a different platform.
Tim Sabir:It's a just like how you use, you know, Asana, how to use whatever.
Tim Sabir:You log into another platform.
Tim Sabir:So we have all these features.
Tim Sabir:Right.
Tim Sabir:Ingo, CSM, but then the automations part and all that great stuff
Tim Sabir:go high level is offering.
Tim Sabir:Now we are utilizing that to give you that because you guys know how to use it.
Vit Muller:Mm-hmm.
Vit Muller:So you, it's done through API co connection with my agency.
Vit Muller:That's how you get access to that stuff?
Tim Sabir:No, it's just like a regular integration.
Tim Sabir:Like you just set it up.
Tim Sabir:We have a, you know, get, get, get started.
Tim Sabir:Once you click here, this video should show you how to do it step by step.
Tim Sabir:And that's it.
Tim Sabir:It's like two steps, basically.
Tim Sabir:Just connect your, how you connect your stripe to go high level.
Tim Sabir:Just like same thing.
Vit Muller:Okay.
Vit Muller:I get it now.
Vit Muller:Okay.
Tim Sabir:Yeah.
Tim Sabir:So let's come to the dashboard.
Tim Sabir:In the dashboard again, along, along to like login activity.
Tim Sabir:Here you will see how many more you have to get that sa.
Tim Sabir:The one you see here, the SaaS award or the Platinum Award, you can reset it.
Tim Sabir:So here you will see how many SaaS modes you got activated in every month.
Tim Sabir:Here what I'm talking about, like you will see how many happy, very happy,
Tim Sabir:happy, unhappy customers you have.
Tim Sabir:And all these are also gave to you in tags and pipelines and automations.
Tim Sabir:So very happy customers.
Tim Sabir:You can ask them testimonials, referrals and stuff like that, or give them poys.
Tim Sabir:Unhappy customers do something for them, right?
Tim Sabir:And healthy and unhealthy customer companies also will be tagged here.
Tim Sabir:This is the product adoption area.
Tim Sabir:So here you will see how many people they are using the dashboard
Tim Sabir:automation conversation, right?
Tim Sabir:You will see what is most used time spent, how much time is spent they
Tim Sabir:are spending on each feature, right?
Tim Sabir:And how many location, so.
Tim Sabir:And then you can, you know, you can weekly or monthly, you can see it, you
Tim Sabir:can check an uncheck marketing or you know, everything, you wanna see it.
Tim Sabir:Login activity.
Tim Sabir:You also wanna see how much login activity I show you that,
Tim Sabir:you know, like weekly, whatever.
Tim Sabir:But also you wanna see if you have done any is better.
Tim Sabir:You wanna see like, oh, this my, my, my login activity been doing
Tim Sabir:good the last few weeks, right?
Tim Sabir:Is increasing.
Tim Sabir:I wanna see the practice I'm doing is good or not.
Tim Sabir:Same thing, engagement.
Tim Sabir:Okay, this is not the same thing, honestly.
Tim Sabir:This is something, a new feature we just shipped, or about to
Tim Sabir:ship, I think, the engagement.
Tim Sabir:So how much your subaccounts, your customers are engaged
Tim Sabir:with their own customers.
Tim Sabir:You know, we have so many features inside our high level agencies, or, or accounts.
Tim Sabir:Are good for engagement.
Tim Sabir:You know, it's not like website or something.
Tim Sabir:For example, new contacts, emails sent, how many emails
Tim Sabir:sent, how many messages, right?
Tim Sabir:Sent social media messages, sent invoice, sent reviews, received right?
Tim Sabir:Appointments, booked outbound calls, right?
Tim Sabir:And the inbound.
Tim Sabir:And then we have another statistic.
Tim Sabir:We're gonna show you how many workflows are active, how many calendars, whatever.
Tim Sabir:So this is engagement.
Tim Sabir:Also, you can check it weekly or monthly to see your account.
Tim Sabir:Success management practices, usage report.
Tim Sabir:Again, dashboard created and all that stuff.
Tim Sabir:Here's what I'm talking about, right?
Tim Sabir:So you, you can see this, all these in aggregate level,
Tim Sabir:sub-account level, user level.
Tim Sabir:Let me show you the sub-account level.
Tim Sabir:So if you come to the health, you'll see everything that
Tim Sabir:we are talking about to you.
Tim Sabir:Also in the health section, let's say, let's open this customer.
Tim Sabir:In this location, let's open this customer.
Tim Sabir:In this location, you'll see how many users are in this location.
Tim Sabir:And as I mentioned before, who's premium user, you know, and who is
Tim Sabir:like just an accountant logs in here and takes the numbers and get out.
Tim Sabir:Right?
Tim Sabir:Who you wanna track as a premium?
Tim Sabir:Where is their situation?
Tim Sabir:And I will show you how this is decided.
Tim Sabir:The, the, the thriving or, so each customer or each agency,
Tim Sabir:you have your own priorities.
Tim Sabir:So for me, login activity and product adoption is so
Tim Sabir:important and, and the feedback.
Tim Sabir:So those three stuff for me are important.
Tim Sabir:But I would give it like.
Tim Sabir:80, like 40, 40, 20.
Tim Sabir:So I would make this 40, right?
Tim Sabir:40% is important.
Tim Sabir:This is also 40% is important, and feedback is 20% is important.
Tim Sabir:So based on this, my location will give me who's healthy, who's
Tim Sabir:unhealthy, who's, who's at risk, right?
Tim Sabir:So this is also something customizable.
Tim Sabir:Everybody, like thriving, healthy, steady at risk, okay?
Tim Sabir:Based on these aspects.
Vit Muller:Excellent.
Tim Sabir:So that that comes from that SaaS company.
Tim Sabir:Premium and feedback requests.
Tim Sabir:So if they are thriving and happy, ask them feedbacks, right?
Tim Sabir:And how to ask them.
Tim Sabir:Feedbacks is just.
Tim Sabir:Click this, of course, you can ask this from everyone and I'll show you.
Tim Sabir:It's a small widget on this side just says feedback.
Tim Sabir:It's not like, that popup annoying.
Tim Sabir:No.
Tim Sabir:And also they can get in a smart list.
Tim Sabir:So the feedback is also customizable.
Tim Sabir:Now we having more international, German French companies and stuff,
Tim Sabir:they wanna like customize it.
Tim Sabir:So they can customize the widget, they can customize the text, whether
Tim Sabir:you wanna faces or, or, or, or stars.
Tim Sabir:you know, if they say four or five, you can ask them review or if you can
Tim Sabir:ask them at video testimonial, right?
Tim Sabir:Video ask.
Tim Sabir:So you can customize all that stuff and you can, for example, you can
Tim Sabir:select everybody, request feedback, and boom, once you do it, it will.
Tim Sabir:Show that thing here, and they, they can give you the feedback
Tim Sabir:and then you analyze the feedback.
Tim Sabir:As you know, let's say you will see read, you know, this is what they
Tim Sabir:are saying, and here's your feedback analysis throughout the time.
Tim Sabir:Okay.
Tim Sabir:However, the system is pretty comprehensive.
Tim Sabir:It's, you know, just like high level, it has a lot of things.
Tim Sabir:I don't think it's a proper time to, to, to cover everything.
Tim Sabir:We just, ano we just shipped the custom menu tracking, so a lot of
Tim Sabir:people, they have custom menus.
Tim Sabir:They wanna track who's spending time on that.
Tim Sabir:We also ship that however,
Vit Muller:That's great.
Vit Muller:I like that.
Tim Sabir:yeah, yeah, yeah, yeah.
Tim Sabir:Anyways, I, I, I don't wanna turn this podcast to a po to a demo call.
Tim Sabir:We have so many features.
Tim Sabir:We have the success center, the, the, the, the widget that will
Tim Sabir:appear on each location that you will see which location, which employee
Tim Sabir:logged in and which didn't log in.
Tim Sabir:You can see all that stuff.
Tim Sabir:But again, I, I wanna chi chat with you more than giving a demo call, but any of
Tim Sabir:your listeners in the end of this call, we can like, announce, you know, they, they,
Tim Sabir:they could get a, a trial or, you know, very special thing I arranged for you.
Tim Sabir:If you don't mind.
Tim Sabir:I don't wanna
Vit Muller:No, why wait.
Vit Muller:You know, guys, I mean, at this point, so you, what you've seen,
Vit Muller:you got the idea, it's powerful.
Vit Muller:You get to, you get to get real data, real insights on what your, um, customers,
Vit Muller:how they're interacting with your software, what's the adoption rate.
Vit Muller:And that's obviously been, that puts you in a much more, proactive state.
Vit Muller:Make sure that you are not losing them right before you lose them.
Tim Sabir:Hundred percent.
Vit Muller:Um, so, so that's very, very powerful.
Vit Muller:Um, the, the value is there and if you guys want this, um, I've organized
Vit Muller:a little deal, together with Tim before we, you know, record this.
Vit Muller:Um, so Tim, do you wanna, do you wanna talk to the guys about what the offer is?
Tim Sabir:Before we talk about the offer, I wanna, I wanna
Tim Sabir:put, there's a false beliefs.
Tim Sabir:If I wanna like, maybe word it properly.
Tim Sabir:A lot of people, which I was one of those two, I used to tell people, ah, you have.
Tim Sabir:Two customers or 10, I think GoCSM is not for you, it's
Tim Sabir:for those customers, whatever.
Tim Sabir:And I found out, honestly, one of our customers opened my eyes to this.
Tim Sabir:So he signed up and I see he has one customer and even not paying trial.
Tim Sabir:And I was like, he, I don't wanna mention his name.
Tim Sabir:I was like, you know what?
Tim Sabir:I think, I think GoCSM is not for you.
Tim Sabir:He said, why?
Tim Sabir:I said, it's for those companies that they have like, you know, 30, 50 customers
Tim Sabir:or at least 20 customers or more.
Tim Sabir:He said, isn't for CSM practice.
Tim Sabir:I say, yes.
Tim Sabir:He said, I learned, and he was a little bit older guy.
Tim Sabir:He said, I learned if we are in SaaS business, we need to master
Tim Sabir:customer success management more than the features and, and, and,
Tim Sabir:and, and workflows and automations.
Tim Sabir:I said, I. Okay.
Tim Sabir:He said, I need to build my CSM practice from day one.
Tim Sabir:Not like, and hundred percent I agree with him.
Tim Sabir:That was eye-opening for me.
Tim Sabir:Why?
Tim Sabir:We have people, they adopted CSM practices or they didn't.
Tim Sabir:And once they come to GoCSM, it takes them two, three months to adopt everything.
Tim Sabir:Right?
Tim Sabir:Because they are shifting to this eye-opening platform, right?
Tim Sabir:Versus in the beginning, if you are in the beginning, you
Tim Sabir:should build your CSM price.
Tim Sabir:So if you are in subscription business model and you don't know how to keep your
Tim Sabir:subscribers, stop learning workflows, stop learning all these snapshots and
Tim Sabir:stuff, learn how to keep your customers.
Tim Sabir:So from day one, so this was something I, I, I said it in a lot of, Podiums
Tim Sabir:and, and, and, and, and stages.
Tim Sabir:Oh, whatever you need after you get this.
Tim Sabir:No, before you get this, you need to be seven steps ahead of
Tim Sabir:your customers canceling you.
Tim Sabir:So if you are listening to this, and maybe sometimes we show
Tim Sabir:accounts and people, hundreds of customers, no, I did this mistake.
Tim Sabir:I say, you know what?
Tim Sabir:I'm not gonna worry to build my CSM until I am 50 30.
Tim Sabir:Let me bring customers.
Tim Sabir:Okay?
Tim Sabir:Bringing customers and they leaving doesn't make sense.
Tim Sabir:Any sense?
Tim Sabir:Right?
Tim Sabir:Any customer renewing Salesforce?
Tim Sabir:They have renewal department and VP for renewals.
Tim Sabir:Okay?
Tim Sabir:However, if you listening to this, I love this guy, and you can shop around.
Tim Sabir:We have only in the summit, right?
Tim Sabir:If you go to the summit, you may see some discounts from GoCSM.
Tim Sabir:Otherwise, we, you know, we are pretty.
Tim Sabir:Cheap when it comes to, so for, for rich listeners, you
Tim Sabir:will get 10% discount forever.
Tim Sabir:Not one year, not six months now, forever.
Tim Sabir:Okay?
Tim Sabir:And you won't pay until the account is implemented for you.
Tim Sabir:Does that make sense?
Tim Sabir:So, so many times, you know, they want to get this deal and whatever,
Tim Sabir:but you don't pay until, but again, I know this kind, I have done this
Tim Sabir:kind of things with, sometimes we say something and it stays online.
Tim Sabir:And some, some of my pro content, they went viral and stuff, and then
Tim Sabir:I learned that the promise I made, I just didn't put a limitation on it.
Tim Sabir:And then I kind of like failed to keep that promise.
Tim Sabir:And I don't like to do that.
Tim Sabir:It's my, it's not my culture when I say my, my business culture.
Tim Sabir:Okay?
Tim Sabir:So.
Tim Sabir:I just don't want it to be, you know, like the, like unlimited numbers.
Tim Sabir:So from your size of audience, I know you have a beautiful audience and you
Tim Sabir:have, you, the work you are doing, the, the, the professional level you're
Tim Sabir:doing, I can foresee you growing so much.
Tim Sabir:I would say it for 75 people.
Tim Sabir:I could keep this promise for you.
Vit Muller:Excellent.
Tim Sabir:Sounds fair enough.
Vit Muller:Yeah, that's perfect.
Vit Muller:Thank you so much.
Vit Muller:So guys,
Tim Sabir:what they need to do, we built a, a, a landing page, sorry,
Tim Sabir:to or like, you know, you have it and we give you the, all that stuff, just
Tim Sabir:highlevelexperience.com/gocsm and they will see all these details for them.
Vit Muller:So guys, so if you wanna jump on this offer, that team
Vit Muller:is offering, you GoCSM at 10% off.
Vit Muller:You don't pay onto the account.
Vit Muller:It's fully set up.
Vit Muller:It's an amazing offer for the first 75, agencies that jump on this.
Vit Muller:Where to get this offer, head over to highlevelexperience.com/gocsm
Vit Muller:on that page.
Vit Muller:You know, if you share this page with another mate that's running an agency,
Vit Muller:they get to also listen to this episode.
Vit Muller:So it's all nice and easy on that page.
Vit Muller:And then if you scroll further down on the page, you can also
Vit Muller:learn about a couple of little.
Vit Muller:Offers that I have that might support your agency and a
Vit Muller:couple of, other complementing options such as the, rebuilding
Vit Muller:calculator, which is pretty handy.
Vit Muller:And obviously we gotta give a shout out to our sponsors and you get to
Vit Muller:find out more about what our sponsors at the time of making this at the
Vit Muller:time of airing this, or at the time of you listening to this episode.
Vit Muller:Um, you know, who, who are our sponsors and what they offer as well.
Vit Muller:so everybody wins.
Vit Muller:Um, Tim, thank you so much for that offer.
Vit Muller:Let's carry on.
Tim Sabir:Thank you for having me, and thank you for your sponsors.
Tim Sabir:I love them all.
Vit Muller:So I've got a couple of rapid fire questions.
Vit Muller:I know you run an agency as well.
Vit Muller:We've covered everything in terms of your CSM, so I'm gonna move past that and just,
Vit Muller:I wanted to kind of get you to share a little bit about your agency, journey in
Vit Muller:relation to high level and how you use it.
Vit Muller:Um, we're not gonna go into the details 'cause we, I mean, we talked about at
Vit Muller:the beginning you've got very unique model, but what about high level or
Vit Muller:regionally grabbed your attention?
Vit Muller:Was there something specific or a problem we were trying to solve?
Tim Sabir:Honestly the unlimited part, to be honest with you.
Tim Sabir:the limitation, they, they were so smart when they said everything
Tim Sabir:unlimited and your price won't change.
Tim Sabir:And, that was like so sexy offer or you know, like it was super loud.
Tim Sabir:but that time we were in that ClickFunnels, um, builder
Tim Sabir:and then it was so similar.
Tim Sabir:And, but again, again, that white labeling when they make you to feel
Tim Sabir:that this is your own, this is so much, you know, like for us was, no
Tim Sabir:brainer because we've been trying to do this and then the unlimited thing.
Tim Sabir:So I think the best model, you cannot find this offer anywhere.
Vit Muller:Yeah.
Vit Muller:Yeah.
Vit Muller:No, they've got a very smart model.
Vit Muller:Um, what new high level feature or digital marketing tool are you most
Vit Muller:excited about using right now and why?
Tim Sabir:Well.
Tim Sabir:If I go too so techy, I would say the custom objects.
Tim Sabir:But if I go simple and easy money making machine, I would go AI agent.
Vit Muller:Yes, that's a big one for this year.
Vit Muller:100%. I'm with you on that
Tim Sabir:I already adopted it.
Tim Sabir:I made, I'm making a lot of money out
Vit Muller:yeah.
Vit Muller:Yeah.
Vit Muller:There's a lot of money to be made.
Vit Muller:A lot of businesses need it.
Vit Muller:It's a massive leverage point.
Vit Muller:Um, in terms of the future stuff, um, you know, what's on the
Vit Muller:roadmap for high level, is there a particular feature that you're
Vit Muller:really excited about, being released?
Tim Sabir:Honestly.
Tim Sabir:Just developing more the AI agent and the subject, custom objects.
Tim Sabir:I think that will be huge game changers, but not for, mediocre SaaS agencies.
Tim Sabir:I think if they know the SaaS game and if they know a little bit of
Tim Sabir:engineering, not, not development, engineering, engineering, the
Tim Sabir:offer, engineering the solution.
Vit Muller:Yeah, I love it.
Vit Muller:Now, final question, if you could give one piece of advice for a new high level user
Vit Muller:to make their life easier when adopting and using high level, what would that be?
Tim Sabir:I would say learn and okay.
Tim Sabir:Nobody can, you cannot copy others.
Tim Sabir:Success.
Tim Sabir:You can learn from mistakes.
Tim Sabir:So I don't believe there's one size fits all.
Tim Sabir:Buying snapshots and applying others people's strategies didn't work for me.
Tim Sabir:I know like that was huge time wasting because I tried to get the same success
Tim Sabir:that person had with that snapshot or with that strategy versus I just mind shifting.
Tim Sabir:Nothing wrong with what people's sharing.
Tim Sabir:Nothing wrong with that snapshot, right?
Tim Sabir:That learn from it.
Tim Sabir:Don't expect.
Tim Sabir:To have the same stuff.
Tim Sabir:So learn from the mistakes, don't do the same mistakes, and
Tim Sabir:get inspired from their success.
Tim Sabir:I think success is unique for each one of us.
Tim Sabir:You know, again, if you define success, $200 a month is success.
Tim Sabir:Well, you can achieve that, as big.
Tim Sabir:Your, your, your, your, your, your success and your goal gets as hard or unique.
Tim Sabir:It gets, you need to design it and deserve it and earn it.
Vit Muller:Everybody's got their own unique circumstances,
Vit Muller:experiences, skill sets.
Vit Muller:So I'm hundred percent with you on that.
Vit Muller:Everybody's going through their own unique journey and business.
Vit Muller:So, yes, blueprints, solutions, shortcuts, snapshots, they're all great.
Vit Muller:Um, at the end of the day, you gotta apply it in your own way and, and never
Vit Muller:expect to be a carbon copy of somebody else's that's been successful because
Vit Muller:you may be in a different market, you may be in a different country, you know?
Vit Muller:Yeah, exactly.
Vit Muller:There's way too many variables to expect that you're gonna have exactly
Vit Muller:the same success, but one thing's for certain, if you don't give up and if
Vit Muller:you just keep, keep going ahead and keep going through the struggles and
Vit Muller:keep, you know, overcoming problems, eventually you'll be successful.
Vit Muller:Yeah,
Tim Sabir:percent.
Vit Muller:Tim, let's wrap up on that.
Tim Sabir:Thank you so much.
Vit Muller:that's a strong punchline at the end.
Vit Muller:Thank you so much for being on.
Vit Muller:You've shared a ton of value.
Vit Muller:customer success management is, in a nutshell, very, very important way to
Vit Muller:reduce churn and be more successful with SAS business, which we're all very
Vit Muller:passionate about, in this community.
Vit Muller:Um, so thank you again for, for being on mate.
Tim Sabir:Thank you so much.
Tim Sabir:Thank you for everybody listening to us so far.
Vit Muller:Guys, thank you for listening to today's episode
Vit Muller:on the high level experience.
Vit Muller:If you've enjoyed today's episode, then please share it with your fellow agency
Vit Muller:mates and other high levelers that you think would also benefit from listening.
Vit Muller:For show notes, links and extra tips to help you grow your agency or your
Vit Muller:SaaS with high level, please go to high level experience.com and to grab
Vit Muller:out the, opportunity of the special offer that team is offering on GoCSM.
Vit Muller:Head over to highlevelexperience.com/gocsm.
Vit Muller:Thank you and have a great rest of your day, everybody.