Customer Success Automation

RevOpsAF The Podcast

In this episode of the RevOpsAF podcast, co-host Camela Thompson sits down with Joe Di Grande, former VP of Sales & Customer Success at Business Insider and now founder of Joe Does Tech Touch, to explore the do’s and don’ts of Customer Success Automation.

Too many teams chase shiny tools without fixing data quality or sales-to-CS handoffs. Joe shares a pragmatic approach for starting small, focusing on internal automations, and using contract data and product usage as the foundation for scalable CS programs.

📊 What you'll learn:

↳ Why most CS automation fails without clean data

↳ How to prioritize contract dates, contact roles, and usage signals

↳ Best practices for fixing the sales-to-CS handoff

↳ Health scoring pitfalls and the role of AI

↳ Practical tips for piloting automation with small account subsets

✅ Perfect for: Customer Success Ops leaders, Sales Ops, RevOps managers, and anyone building scalable post-sales programs.

🔗 Related blog posts:

Data Quality Excellence in RevOps → https://www.revopscoop.com/webinar-series/unlocking-data-quality-excellence-strategies-and-principles

Fixing the Sales-to-CS Handoff → https://www.revopscoop.com/post/managing-cs-sales-handoff

Health Scoring & Customer Signals → https://www.revopscoop.com/podcast/defining-delivering-measuring-customer-value

Avoiding Automation Pitfalls → https://www.revopscoop.com/webinar-series/ai-gtm-infrastructure-revops

🤝 Connect with Joe on LinkedIn: https://www.linkedin.com/in/josephdigrande/

🤝 Connect with Camela on LinkedIn: https://www.linkedin.com/in/camela-thompson/

💓 Not a member of the community? Join here: https://www.revopscoop.com/membership/membership-options

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#CustomerSuccess #RevOps #Automation #CSOps #RevenueOperations