EPISODE 05

Eric Mistry

Strategy & Shared Services Operations Manager,
Contentsquare (Heap)

Customer Education | podcast | Trainn | apple podcasts | Targeted Customer Education

Customer Education | podcast | Trainn | spotify | Targeted Customer Education

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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Customer Education | podcast | Trainn | speaker | Targeted Customer Education

Building a Customer Education Program from Scratch for Startups

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

EPISODE 01