In this episode of The Support Automation Show, a podcast by Capacity, we are joined by Lee Cockerell, Chief Learning Officer at the Cockerell Academy and Founder of Lee Cockerell Creating Leadership Magic. We discuss the role of leadership in creating world-class customer service. Episode resources: Lee Cockerell’s Website Lee Cockerell on LinkedI…

In this episode of The Support Automation Show, a podcast by Capacity, Brent Sanders, Co-Founder of Verne and CEO of Formulated Automation, joins us to discuss some of the best automation practices, how bringing software automation unlocks value at organizations, and the advantages of cross-product integration. Episode resources: Brent Sanders on L…

In this episode of The Support Automation Show, we are joined by Shashank Shekhar, Founder and CEO of InstaMortgage, one of the fastest-growing mortgage companies in America and the fastest-growing private company in Silicon Valley. In September 2020, Shashank led his team to create Rachel, the world’s first digital human in the mortgage industry. …

Jason Viglione, former Director of Customer Support Experience at H1, joins the next episode of The Support Automation Show. Jason is a dynamic, senior thought leader professional with over twenty years of superior performance in the technology solutions space. And today, he shares his knowledge of support automation in the healthcare industry. Epi…

Scott Roller, Co-Founder of Vendor Surf and Founder of 3W Partners joins us in this episode of The Support Automation Show. We discuss the role support automation plays in the mortgage and credit union ecosystems and why with the end of the ReFi Boom, there's been a major shift in focus to digital transformation efforts. Episode resources: Scott Ro…

In this special episode of The Support Automation Show, a podcast by Capacity, we are joined by John Heck, Sr. Advisor Lending Solutions at Capacity, to talk about the trends and forward-looking aspects of support automation in the housing and mortgage space. John is a highly motivated professional with passionate leadership and relationship manage…

In this episode of The Support Automation Show, a podcast by Capacity, we are joined by Dan Steinman, Chief Evangelist at Gainsight. We discuss the difference between support and customer success and how businesses should apply automation to both. Episode resources: Dan Steinman’s LinkedIn Gainsight Website Customer Success Book The Eisenhower Matr…

In this episode of The Support Automation Podcast, Donna Weber, The Customer Onboarding Expert at Donna Weber Springboard Solutions and Principal of KickStart Alliance, joins Justin Schmidt to discuss the role of support automation in customer onboarding and the benefits of taking a low/digital touch approach. Episode resources: Donna Weber’s Websi…

In this episode of The Support Automation Show, a podcast by Capacity, Justin Schmidt is joined by Jennifer Chiang, Head of Customer Success at Seso and Author of The Startup’s Guide to Customer Success. They discuss how startups can adopt automation to engage with customers positively and gain a competitive advantage. Episode resources: Jennifer C…

In this episode of The Support Automation Show, a podcast by Capacity, Justin Schmidt is joined by Robin Clayton, Director of Digital Lending and Marketing at Paramount Residential Mortgage Group. With a strong background inParamount Residential Mortgage Group, real estate, and corporate operations, Robin brings creative and innovative solutions to…

In this episode of The Support Automation Show, Justin Schmidt is joined by Tim Nguyen, Co-Founder and CEO of BeSmartee, a leader in digital mortgage innovation. They discuss BeSmartee's approach to customer support automation, best mortgage automation practices and tools, and how automation enhances operational efficiencies. Episode resources: Tim…

In this episode of The Support Automation Show, a podcast by Capacity, Justin Schmidt is joined by Jason Yun, Co-Founder at Relay, where they discuss automation's role in building trust between internal and external customers. Episode resources: Jason Yun on LinkedIn Relay Website Year of Yes Book Customer Support Leaders Podcast Tony Hsieh, former…

Throughout the year we’ve been asking our guests what the phrase “Support Automation” means to them. In this holiday episode we’ll be running through some of the best answers to this question, and revisiting some of the unique insights our guests had to share. Learn more about Jason: Jason's LinkedIn Relay's Website Episode Link Learn more about Ma…

In this episode of The Support Automation Show we are joined by Tim Nguyen, Co-Founder and CEO of BeSmartee, a leader in digital mortgage innovation. We discuss BeSmartee's approach to customer support automation, best mortgage automation practices and tools, and how automation enhances operational efficiencies. Learn more about Tim: Tim's LinkedIn…

In this episode of The Support Automation Show we are joined by Ed Frame, Founder of Exemplify, to discuss the differences between email automation and personal email and how to balance them to deliver a great customer experience. Learn more about Ed: Ed's LinkedIn Exemplify's LinkedIn Exemplify's Website Other Resources: Building a Story Brand by …

In this episode of The Support Automation Show, a podcast by Capacity, we are joined by Melissa Kwan, Co-Founder and CEO of eWebinar, to discuss why automation matters for your webinar strategy and how that aligns with the current trend of how consumers expect to engage with information. Learn more about Melissa: Melissa's LinkedIn eWebinar's Linke…

In this episode of The Support Automation Show we are joined by Justin Clegg, Founder and CEO of Allset. We discuss the benefits of SMS-based AI and how small businesses and direct-to-customer settings can utilize it efficiently. Learn more about Justin: Justin's LinkedIn Allset's LinkedIn Allset's Website Other Resources: Atomic Habits by James Cl…

In this episode of The Support Automation Show, a podcast by Capacity, Brent Sanders, Co-Founder of Verne and CEO of Formulated Automation, joins Justin Schmidt to discuss some of the best automation practices, how bringing software automation unlocks value at organizations, and the advantages of cross-product integration. Learn more about Brent: B…

Maxime Manseau, Co-Founder and CEO of Zest, joins Justin Schmidt in the next episode of The Support Automation Show. They discuss why organizations should automate lower-value support tasks and interactions to save time, money, and bandwidth for high-value ones. Learn more about Maxime: Maxime's LinkedIn Zest's LinkedIn Zest's Official Website Othe…

Jason Frazier, EVP of Marketing at Victorian Finance, Mortgage Coach, Marketer, and Podcast Producer at Next Level Loan Officers, and Founder of Mortgage X, joins the next episode of The Support Automation Show. Jason Frazier is an award-winning marketer, disruptive strategist, and technologist with more than twenty years of C-Level expertise. Toda…

Scott Roller, Co-Founder of Vendor Surf and Founder of 3W Partners, joins Justin Schmidt in the next episode of The Support Automation Show. They discuss the role support automation plays in the mortgage and credit union ecosystems and why with the end of the ReFi Boom, there's been a major shift in focus to digital transformation efforts. Learn mo…

In this episode of The Support Automation Show, Justin Schmidt is joined by Shashank Shekhar, Founder, and CEO of InstaMortgage, one of the fastest-growing mortgage companies in America and the fastest-growing private company in Silicon Valley. In September 2020, Shashank led his team to create Rachel, the world’s first digital human in the mortgag…

In this special episode of The Support Automation Show, a podcast by Capacity, Justin Schmidt is joined by John Heck, Sr. Advisor Lending Solutions at Capacity, to talk about the trends and forward-looking aspects of support automation in the housing and mortgage space. John is a highly motivated professional with passionate leadership and relation…

In this episode of The Support Automation Podcast, Donna Weber, The Customer Onboarding Expert at Donna Weber Springboard Solutions and Principal of KickStart Alliance, joins Justin Schmidt to discuss the role of support automation in customer onboarding and the benefits of taking a low/digital touch approach. Learn more about Donna: Donna's Linked…

In this episode of The Support Automation Show, a podcast by Capacity, Justin Schmidt is joined by Jason Yun, Co-founder at Relay, where they discuss automation's role in building trust between internal and external customers. Learn more about Jason: Jason's LinkedIn Relay's LinkedIn Relay's Official Website Other Resources: Year of Yes by Shonda R…

In this episode of The Support Automation Show, a podcast by Capacity, Justin Schmidt is joined by Lee Cockerell, Chief Learning Officer at the Cockerell Academy and Founder of Lee Cockerell Creating Leadership Magic. They discuss the role of leadership in creating world-class customer service. Learn more about Lee: Lee's LinkedIn Cockerell Academy…

In this episode of The Support Automation Show, a podcast by Capacity, Justin Schmidt is joined by Dan Steinman, Chief Evangelist at Gainsight. They discuss the difference between support and customer success and how businesses should apply automation to both. Learn more about Dan: Dan's LinkedIn Gainsight's LinkedIn Gainsight's Official Website Ot…

Jason Viglione, Director of Customer Support Experience at H1, joins the next episode of The Support Automation Show. Jason is a dynamic, senior thought leader professional possessing a 20+ year proven track record of superior performance in the technology solutions space. And today, he shares his knowledge of support automation in the healthcare i…

In this episode of The Support Automation Show, a podcast by Capacity, Justin Schmidt is joined by Jennifer Chiang, Head of Customer Success at Seso and Author of The Startup’s Guide to Customer Success. They discuss how startups can adopt automation to engage with customers positively and gain a competitive advantage. Learn more about Jennifer and…

In this episode of The Support Automation Show, a podcast by Capacity, Justin Schmidt is joined by Robin Clayton, Director, Digital Lending and Marketing at Paramount Residential Mortgage Group. With a strong background in financial services, real estate, and corporate operations, Robin brings creative and innovative solutions to the organization’s…

In this episode of The Support Automation Show, a podcast by Capacity, Justin Schmidt is joined by Rachael McBrearty, Chief Customer Officer at LeanData and Host of the OpsStars Podcast. They discuss how to create the right mix of automation and human intervention to ensure you are delivering high-quality customer support If you enjoyed this episod…

In this episode of The Support Automation Show, a podcast by Capacity, Justin Schmidt is joined by Rick DeLisi, Author and Lead Research Analyst at Glia. They discuss the benefits of digital transformation in customer service and how businesses can offer effective digital solutions. Learn more about Rick and Glia: Rick's LinkedIn Glia on LinkedIn G…

In this episode of The Support Automation Show, a podcast by Capacity, Justin Schmidt is joined by Shep Hyken, Chief Amazement Officer, Speaker, Author, and Writer at Shepard Presentations. Shep shares valuable insights about the impact of automation on customer service and customer experience. Learn more about Shep and Shepard Presentations: Shep'…

In this episode of The Support Automation Show, a podcast by Capacity, Justin Schmidt is joined by Nick Mehta, Chief Executive Officer at Gainsight. They discuss the importance of a strong collaboration between customer success and product, and what role automation can play in this relationship. Learn more about Nick and Gainsight: Nick's LinkedIn …

In this episode of The Support Automation Show, a podcast by Capacity, Justin Schmidt is joined by Paul Henderson, Director and Outcome Workshop Leader at Outcome Leaders. They discuss the three levels of automation and how to set up an automation strategy. Learn more about Paul and Outcome Leaders: Paul's LinkedIn Outcome Leaders' Website If you e…

In this episode of The Support Automation Show, a podcast by Capacity, Justin Schmidt is joined by Kristi Faltorusso, VP of Customer Success at ClientSuccess and Founder of Keeping CS Simple. They discuss using automation in a high engagement model and the implementation of technology to compliment your efforts. Learn more about Kristi, ClientSucce…

In this episode of The Support Automation Show, a podcast by Capacity, Justin Schmidt is joined by Zachary R Wahl, Chief Executive Officer at Enterprise Knowledge. They uncover the role of knowledge management and knowledge graphs for organizations, the impact of AI on knowledge management transformation, and how companies can successfully apply th…

In this episode of The Support Automation Show, a podcast by Capacity, Justin Schmidt is joined by Stacy Sherman, Speaker, Author, Podcaster, Mentor at Doing CX Right. They discuss how businesses can perfect the balance between humans and automation to accomplish future goals and why effective communication with the customer is crucial to achieving…

In this episode of The Support Automation Show, a podcast by Capacity, Justin Schmidt is joined by Emily Garza, Former AVP, Customer Success at Fastly. They discuss how a business can position automation with a team and strategies to evaluate different support automation tools. Learn more about Emily and Fastly; Emily Garza's LinkedIn Fastly's Webs…

In this episode of The Support Automation Show, a podcast by Capacity, Justin Schmidt is joined by Lee Roquet, Chief Customer Officer at Yellowfin. They discuss why an organization that adopts support automation needs to find the right balance between the company and customer's need to succeed. Learn more about Lee and Yellowfin; Lee Roquet's Linke…

In this episode of The Support Automation Show, a podcast by Capacity, Justin Schmidt is joined by Nicole Garberg, Vice President of Customer Experience at Engine. They discuss why people find automation scary, how automation applies to the customer and employee experience, and Engine’s approach to automating support. They also dive into how a busi…

In this episode of The Support Automation Show, a podcast by Capacity, Justin Schmidt is joined by Melissa Teater, a Senior Operations Consultant at World Wide Technology. They discuss digital transformation, business value through automation at World Wide Technology, and the positive impacts of automation on organizations. Learn more about Melissa…

In this episode of The Support Automation Show, a podcast by Capacity, Justin Schmidt is joined by Antonio King, Head of Support at Veho. They discuss how automation can help customer support succeed, Veho's approach to automating support, and why businesses need to adopt automation for their legacy workflows. Learn more about Antonio: Antonio's Li…

In this episode of The Support Automation Show, a podcast by Capacity, Justin Schmidt is joined by Jared Sklar, Sr. Manager of Customer Operations at HOVER. They discuss how HOVER helps clients develop their businesses and careers, why implementing automation inside a support function benefits both the clients and employees and the relationship bet…

In this episode of The Support Automation Show, a podcast by Capacity, Justin Schmidt is joined by Kristina Podnar, Digital Policy Consultant at NativeTrust Consulting. They discuss the importance of adopting the right policies for your automation processes, the biases and risks you need to consider, and why organizations need to be transparent abo…

In this episode of The Support Automation Show, a podcast by Capacity, Justin Schmidt is joined by Julie Tuggle-Nguyen, Vice President Human Resources at Midwest BankCentre. They discuss the meaningful work they do to engage with their communities, specifically around educating people on how they can access a financial network that will benefit the…

In this episode of The Support Automation Show, a podcast by Capacity, Justin Schmidt is joined by Christopher Rotz, Director of Process and Analytics at American Pacific Mortgage. They discuss the concept that implementing support automation should be focused on the customer experience. For it to truly be considered a success, customers should wan…

In this episode of The Support Automation Show, a podcast by Capacity, Justin Schmidt is joined by David Apple, Chief Revenue Officer at Zingtree. They discuss David's journey from mechanical engineer to Industry thought leader, customer guide, and sales marketing professional, his leading business principles for customers' success and support auto…

In this episode of The Support Automation Show, Justin is joined by Craig Soelberg, Senior People Success Manager at Chargebee, a subscription billing management software. Craig talks to us about the challenges of having employees spread out across the globe, shares his thoughts about support automation for employees, and discusses how human resour…

In this episode of The Support Automation Show, Justin talks about his incredible experiences in his recent interviews and today Justin sets out an agreement and discusses what the audience and other listeners expect to learn about support automation from innovative leaders in customer and employee support. What are the tools that I need? What are …