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EPISODE 05

Eric Mistry

Strategy & Shared Services Operations Manager,
Contentsquare (Heap)

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Building automations to drive data-driven customer education programs.

Discover how Eric Mistry builts automations for the customer education team at Heap, saving hours of manual and repetitive work.

PART 1

Exploring the power of automations for customer education teams

PART 2

How Eric's automations save 20 hours per week of instructor time and how he builds them.

The Finer Details of This Episode
  • 01 Role of automations in customer education
  • 02 Common customer education tasks that can be automated
  • 03 What to automate vs what not to automate
  • 04 Establishing the ideal source of truth for training programs
  • 05 How to build a chatbot on slack to answer support queries
  • 06 How Eric makes crucial data move between CRM, LMS, google sheets and much more
  • 07 How Eric automated the ILT booking process at Contentsquare (Heap)
  • 08 Resources to learn about automations

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Monica shares her journey scaling Agentsync’s customer education program from 0 to 1. She shares her strategies, and blueprints from scaling the program successfully from seed to unicorn stage

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Trainn is a Customer Education platform built for B2B SaaS companies of all sizes to onboard, train, and educate their customers, at scale.

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