The Customer Engagement Lab

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Learn the most creative sales and marketing campaigns to attract and retain your customers with the PandaDoc podcast.

  1. 03.11.2023 ·  Video

    Lessons from the lab: Jasper AI

    Learn from 3 marketers who did a free trial of Jasper AI. Is the powerful and popular artificial intelligence tool for writing and content marketing worth the investment? Our marketers think so! Also, get a brief history of Jasper AI and its founders. See examples of projects made with Jasper AI and determine if it's worth it to swap from ChatGPT. Also, our marketers do a brief roundtable share of "Marketing Made Me Buy It!" A fun segment that highlights effective marketing campaigns that were engaging enough to make our panelists buy buy buy! 🔑 Key Takeaways 🔑 🟢 Marketing campaigns that effectively incorporate humor and follow through with their branding can be more appealing to customers. 🟢 Nespresso's marketing strategy, including social media marketing and personalized ads, can successfully attract and retain customers. 🟢 Resort Pass offers a unique service that allows customers to enjoy the amenities of luxury resorts without booking a room. 🟢 Jasper AI provides a streamlined and user-friendly experience, with the ability to generate content for various purposes. 🟢 The art generation feature of Jasper AI may need improvement, as the results can be distorted and not match the intended reference. 📚 Chapters 📚 0:01:17 Cat buys a basic driver improvement course 0:04:18 Cat compares different comedy driving course websites. 0:07:14 Kaylie gets influenced by TikTok videos to buy a Nespresso 0:15:07 Discussion on using Resort Pass to stay at luxury resorts 0:20:13 Overview of Jasper AI's history and pivots 0:27:22 Cat shares her experience using Jasper for social media posts. 0:29:37 Cat's attempt to use Jasper for a visual mood board. 0:32:01 Cat loves the streamlined functionality of Jasper 0:33:35 Observations about Jasper's website 0:35:22 Jasper's differentiation from chat GPT 0:35:22 Introducing Jasper, an AI app for content creation 0:37:11 Feedback on using Jasper and trial experience 0:38:17 Exploring Jasper's template section 0:39:10 Using Jasper to explain what PandaDoc is 0:39:36 Reviewing the output from Jasper's explanation 0:39:52 Jasper needs a "explain it to me like a child" feature 🤑 FREE STUFF 🤑 Start a free trial of PandaDoc https://signup.pandadoc.com/?ss=podcast Start a free trial of Jasper here https://app.jasper.ai/?_gl=pandadoc_podcast

    49 Min.

  2. 06.10.2023 ·  Video

    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 orgSurprising results (both good and bad) from marketing experimentsWhat “hype” growth strategies are and why to avoid them

    43 Min.

  3. 01.09.2023 ·  Video

    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-employedThe top mistakes to avoid when working with your first clientsTips for handling vacations, sick-days, and overworking

    39 Min.

  4. 04.08.2023 ·  Video

    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 audienceHow to leverage anchoring techniques in your first impressionsWhy trial lawyers tap into the Reptile theory for convincing juries

    30 Min.

  5. 07.07.2023 ·  Video

    Audience Growth: How to build a social audience with 500k+ followers

    In this episode, you’ll learn about: Long-term audience growth vs. short-term gimmick “hacks”Ad-supported vs. paywall subscription models for audience growthAudience 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 Follow Travis on Instagram Follow PandaDoc on Instagram

    57 Min.

  6. 02.06.2023 ·  Video

    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

    51 Min.

  7. 05.05.2023 ·  Video

    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.

    45 Min.

  8. 07.04.2023 ·  Video

    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 cameraHow to overcome your nerves by taking action with a video creation exerciseWhy you should always start presenting from the middle of a story

    45 Min.
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Learn the most creative sales and marketing campaigns to attract and retain your customers with the PandaDoc podcast.

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