The Customer Engagement Lab
PandaDoc
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Learn the most creative sales and marketing campaigns to attract and retain your customers with the PandaDoc podcast.
Available episodes
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Nov 3, 2023
Lessons from the Lab: Jasper
Listen to a panel of marketing experts discuss their free trial experience with jasper.ai! The team reveals their own custom Jasper creations and what marketing lessons they learned from trialing the tool. Also, the group shares what "marketing made them buy" with clever advertising they came across in their personal lives.
Start a free trial of PandaDoc here
Start a free trial of Jasper here
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Oct 6, 2023
Growth Marketing Experiments: Running tests with a $4M Marketing R&D Budget
Experimentation sounds like fun, right? Take a creative hunch you have, and then validate it through rigorous testing. And afterward, you’ll have crazy new insights that will fundamentally change your business for the better! Well, Tim Davidson, believes much of the actual experimental work is rather boring but still incredibly important. With a 4 Million Dollar R&D Budget, Tim and the Directive team have learned quite a lot they’re ready to share with idea-hungry business professionals.
In this episode, you’ll learn about:
* How to start a real culture of experimentation at your org
* Surprising results (both good and bad) from marketing experiments
* What “hype” growth strategies are and why to avoid them
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Sep 1, 2023
How to Start Freelancing: Tips for navigating self-employment
A lot of people aspire to be their own boss.
But becoming self-employed comes with challenges that can be hard to overcome. Maureen Horan, a brilliant branding expert and graphic artist, joins the Customer Engagement Lab to share her tips on how to successfully attract and retain clients during your first year as a full-time freelancer.
In this episode, you’ll learn about:
* How and when to make the leap to being 100% self-employed
* The top mistakes to avoid when working with your first clients
* Tips for handling vacations, sick days, and overworking
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Aug 4, 2023
Powerful Persuasion: 3 tactics to become more influential at work
Use persuasion to advance in your career, achieve more personal goals, and build stronger relationships based on authority. Keith Rabkin and Stephanie Jenkins discuss some of the top persuasion tactics and how they’ve navigated their way into top leadership roles at Google, Adobe, Glassdoor, and now at PandaDoc.
In this episode, you’ll learn about:
* The importance of using PRE-suasion to prime your audience
* How to leverage anchoring techniques in your first impressions
* Why trial lawyers tap into the Reptile theory for convincing juries
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Jul 7, 2023
Audience Growth: Strategies for consistent follower growth over time
In this episode, you’ll learn about:
* Long-term audience growth vs. short-term gimmick “hacks”
* Ad-supported vs. paywall subscription models for audience growth
* Audience benchmarks to aim for in years 0-5, 5-10, and beyond
Check out I Love the Burg and That's So Tampa on Instagram
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Jun 2, 2023
Building Rapport: How to make customers & teammates feel comfortable
Today, we’re joined by Grant Strayer, founder of Gateway Subs.
Grant Strayer built one of the highest-rated sandwich shops in Florida by making every customer feel comfortable (and by serving great hoagies). Grant shares his tips on how he and his teammates quickly develop rapport with each person that walks into their business.
In this episode, you’ll learn about:
* Creating “good vibe” environments for customers
* Social faux-pas that make people uncomfortable
* How to best build rapport with your teammates
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May 5, 2023
Lessons From the Lab: Canva Pro
Today, we're joined by Cat Lim, Creative Director at Pyper Inc, Jan Aclan, Marketing Operations Manager at Multiverse.io, and Ryanne Koch, Sr. Manager, Customer Success at PandaDoc, for a marketing roundtable discussion.
In this month's Lessons from the Lab, we try a free trial of Canva Pro, an online graphic design tool for creating social media posts, presentations, videos, logos, and more.
The team will reveal their custom Canva creations and the marketing lessons they learned from trialing the tool. Plus, the group shares what "marketing made them buy" with clever advertising they came across in their personal lives.
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Apr 7, 2023
Confident on Camera: Tips to Help You Conquer Shyness and Shine on Camera
Today we’re joined by sketch comedian turned business guy Chris Bogue. Chris Bogue is a Creative Advisor at RevPartners.
Being on camera can be scary. How do you know what to say? What if you make a fool of yourself? Or worse, what if your audience ignores you?
Well, you might want some help from Chris Bogue. Chris trained at Chicago’s Second City Improv, and he’ll help you loosen up on camera to entice your audience with confidence and charisma.
Join Travis and Chris to learn how to overcome your fears and hesitations, eliminate awkwardness, connect with your viewer, and capture attention like a pro on camera.
In this episode, you’ll learn:
* Improv comedy techniques that can help you on camera
* How to overcome your nerves by taking action with a video creation exercise
* Why you should always start presenting from the middle of a story
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Mar 3, 2023
Video Marketing: How to shoot scroll-stopping videos for your business
Today, we're joined by Claire Selius, Creative and Content Producer at Big Brothers Big Sisters of America, Hayden Roberts, Creative Director at Sunny Collabs, and Juan Chamorro, Owner of Juan Chamorro Media, for a roundtable discussion on video marketing.
Creating high-quality video and photo content is crucial for business success, but it's no easy task. In this episode of The Customer Engagement Lab, our experts Claire, Hayden, and Juan share their tips on planning your first shoot and landing new customers with amazing videos and photos.
In this episode, we'll discuss:
* How to plan a shoot
* When and how to pay for outside help with video/photo?
* How to post video/photo content effectively
Tune in to learn from the pros and take your business's visual content to the next level!
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Feb 3, 2023
Lessons from the Lab Vidyard
Today, we’re joined by Cat Lim, Creative Director at Pyper Inc, Jan Aclan, Marketing Operations Manager at Multiverse.io, and Todd Clouser, Marketing at Lavender, for a marketing roundtable discussion.
In this month’s Lessons from the Lab, we try Vidyard, an online platform for marketing and sales video hosting, enablement, and analytics. We’ll dive into it all – first impressions, what they’re doing right, and opportunities for improvement from a design, social, and operational perspective.
In this episode, we cover:
* How to create a media company inside your organization (the right way)
* Best practices for creating video content on the fly
* BONUS: The team shares “What Marketing Made Them Buy”
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Jan 20, 2023
Communication Mistakes
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Dec 30, 2022
Nailing your sales strategy after your startup gets acquired
In this episode, Travis chats with Andrew Pearson, the co-founder of LiveNotary, about his sales journey and what it takes to survive and thrive post-acquisition.
Andrew shares his story about LiveNotary and what’s made him successful as a seller pre and post-acquisition.
In this episode, you’ll learn about:
* Major milestones to hit before getting acquired by another startup
* The framework for post-acquisition success as an ‘acquired’ seller
* Why a ‘land and expand’ approach is the long-term play for this scenario
Remote online notarization is SUPER easy and secure with PandaDoc Notary!
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Dec 29, 2022
Trailer
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Dec 29, 2022
You're not that funny, pal. Trust me. You're not that funny.
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Dec 29, 2022
Don't Yell at Your Sales Enablement Team with Sally Weiss
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Dec 29, 2022
Sales + CS Forever & Ever - Why It's Really One Team, One Dream, & All Green
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Dec 29, 2022
You get a cupcake for your proposal design with Pete Nicholls
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Dec 29, 2022
Don't apologize for video prospecting with Jason Bay
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Dec 29, 2022
You sell like a clown with Becc Holland
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Dec 29, 2022
Acquisitions, product launches, and pricing pages with Matt Price
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Dec 29, 2022
Selling your ideas, selling your work, and selling your soul.
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Dec 29, 2022
42 months of hitting quota and a Maserati won't buy you happiness
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Dec 29, 2022
Megan Bowen sells to tell the truth, the whole truth, and nothing but the truth
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Dec 29, 2022
How and why to befriend your competitors
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Dec 29, 2022
We Need Therapy & So Does Your Revenue Team!
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Dec 29, 2022
Outreach That Works on a CEO - Using Video, Humor, & Decision Makers
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Dec 29, 2022
Selling to a CTO Who Ignores Every Sales Email
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Dec 29, 2022
LIVE SHOW - Podcasting Lessons, Revenue Games, & More!
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Dec 29, 2022
Kaylee Edmondson will not route half-assed MQLs to her sales team anymore
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Dec 29, 2022
LIVE SHOW - Business memes, dad lessons, selling to CROs, and more!
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Dec 29, 2022
WTF Is Wrong with Your B2B Sales Emails?
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Dec 29, 2022
Jeremey Donovan Loves His Cats, but Hates Your Outreach
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Dec 29, 2022
Marketing Fails, Angry Emails & How to Move from Sales to Marketing
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Dec 29, 2022
Using Voice Memos and Getting Your Startup Acquired
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Dec 29, 2022
Psychopath or Success Story? How & Why to Stay at a Startup for 7+ Years
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Dec 29, 2022
Blue’s Clues marketing will make you wanna wag your tail and cry
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Dec 29, 2022
Scott Leese Cringes So Hard At These Cold Call Openers
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Dec 29, 2022
Pattern Interrupting Sales Cow Says MOOOOOVE This Opp to Closed-Won
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Dec 29, 2022
All hail the king of on-demand demo videos and chicken nuggets
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Dec 29, 2022
Eliminate Obnoxious Corporate Jargon in Your Outreach
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Dec 29, 2022
How to filter in Sales Navigator and build cadences w: Kristina Finseth
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Dec 29, 2022
We Hate Safe, Boring Content & We Don't Care Who Knows!
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Dec 29, 2022
How to Sell a Washer & Dryer to a Director of Marketing
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Dec 29, 2022
Negotiate better by shutting your mouth and playing more golf w: Luke Ruffing
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Dec 29, 2022
Saying Goodbye to Patrick Downs
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Dec 29, 2022
Lessons from the Lab - Evernote
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Dec 29, 2022
How to build a 300K subscriber community in one year
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Dec 29, 2022
Should your company start a podcast?
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Dec 29, 2022
How to spot the patterns in your customer data, prospecting, and co-marketing efforts
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Dec 29, 2022
Relax for the win - How to massage your business through uncertainty
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Dec 29, 2022
From strangers to lifelong customers - CX tactics from a barbershop
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Dec 29, 2022
Lessons From The Lab - Headspace
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Dec 29, 2022
Debunking eSign Myths and Selling To Legal Teams
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Dec 29, 2022
Publicity stunts, Super Bowl Ads, & email prospecting to reach unaware buyers
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Dec 29, 2022
Lessons from the Lab - Duolingo
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Dec 29, 2022
Spill the Tea on Your E-comm SMB
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Dec 29, 2022
How to create in-store traffic with digital marketing
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Dec 29, 2022
Smiling & dialing with creativity and resiliency year after year
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Dec 29, 2022
Fix your communication for better results - Learnings from an environmentalist
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Dec 29, 2022
Engaging and winning over free trial users with Shawn Herring
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Dec 29, 2022
Addressing inflation - How businesses can combat customer worries about price
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Dec 29, 2022
The best way to research, sell, and advertise against your Goliath competitors
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Dec 29, 2022
Perfecting your pattern interrupts to get noticed
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Dec 29, 2022
TikTok Strategies for B2B Brands with Todd Clouser
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Dec 29, 2022
Couples counseling to align Sales and CS teams
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Dec 29, 2022
Surviving & leveraging PR scandals:triggers in marketing + sales
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Dec 29, 2022
Plan & execute in-person marketing events that actually convert
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Dec 29, 2022
Generate more local buzz through networking and events
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Dec 29, 2022
Tap into the power of emotional storytelling like a 100-year-old nonprofit
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Dec 29, 2022
Easier than buying a Tesla - how to fix your CX with one new hire
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Dec 29, 2022
Growing an audience with authenticity (the legit way)
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Dec 29, 2022
It's OK to be polite to salespeople when they call w: Reid Anderson
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Dec 29, 2022
Transitioning from CRO to CMO - Marketing guardrails, storytelling, and learning from mistakes
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Dec 29, 2022
Excellence vs. Growth - How to Balance Quality and Quantity
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