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6 Steps to Building a Customer Insights Program with Shoshana Kordova

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Manage episode 485595738 series 3290771
Content provided by Exit Five and Dave Gerhardt. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Exit Five and Dave Gerhardt or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

#250 Customer Insights | Matt sits down with Shoshana Kordova, a 3x founding product marketer and former journalist who now helps B2B tech startups craft customer-infused messaging through her consultancy, Peel Product Marketing. Shoshana recently launched a customer insights playbook for the PMM Jetpack, equipping marketers with tools and templates to run more effective customer interviews.

Matt and Shoshana cover:

  • Why a customer insights program is more than “just talking to customers” and how to turn interviews into a repeatable system that drives messaging, positioning, and case studies
  • How to collaborate across teams (especially with CS and product) to get buy-in and avoid stepping on toes
  • The most common mistakes B2B marketers make with interviews and how to get the kind of insights you can actually use

Whether you're a product marketer, content strategist, or leading a GTM team, this episode is packed with actionable takeaways to build messaging that resonates.

Timestamps

  • (00:00) - – Intro
  • (02:14) - – Meet Shoshana: From Journalism to Product Marketing
  • (03:24) - – What Is “Customer-Infused Messaging”?
  • (05:09) - – Why Customer Insights Beat Surface-Level Deliverables
  • (07:09) - – How to Work with CS and Sales Without Stepping on Toes
  • (10:09) - – Navigating Competing Priorities Across Teams
  • (12:29) - – Selling the Value of Customer Interviews Internally
  • (16:29) - – The 6 Steps to Building a Customer Insights Program
  • (18:24) - – Step 1: Aligning Goals with Stakeholders
  • (20:04) - – Step 2: Building a Customer Interview Pipeline
  • (22:09) - – Step 3: Keeping Stakeholders in the Loop (Hint: Use Slack)
  • (28:09) - – Step 4: How to Run a Great Customer Interview
  • (33:39) - – Focus on Problems, Not Just the Product
  • (36:14) - – Uncovering Real ROI with Better Follow-Ups
  • (37:24) - – Step 5: Documenting What Actually Matters
  • (39:44) - – How to Organize Insights into a Shared Database
  • (42:34) - – Step 6: Putting Insights to Work (Case Studies, Messaging, ICPs)
  • (44:54) - – Should You Hire an External Interviewer?
  • (47:09) - – What’s a Realistic Interview Cadence?
  • (48:39) - – Other Places to Find Customer Insights (When Interviews Aren’t Possible)
  • (50:14) - – Final Tips: Mining G2 Reviews, Webinars, and Internal Teams
  • (51:28) - – Wrap-Up and Where to Find Shoshana

Send guest pitches and ideas to [email protected]
Join the Exit Five Newsletter here: https://www.exitfive.com/newsletter
Check out the Exit Five job board: https://jobs.exitfive.com/
Become an Exit Five member: https://community.exitfive.com/checkout/exit-five-membership

***

This episode of the Exit Five podcast is brought to you by Qualified.

AI is the hottest topic in marketing right now. And one thing we hear a lot of you marketers talking about is how you can use AI Agents to help run your marketing machine.

That’s where Qualifed comes in with Piper, their AI SDR agent.

Piper is the #1 AI SDR Agent on the market according to G2, and hundreds of companies like Box, Asana, and Brex, have hired Piper to autonomously grow inbound pipeline. How good does that sound?

Qualified customers are seeing a massive business impact with Piper: a 3X increase in meetings booked and a 2X increase in pipeline.

The Agentic Marketing era has arrived. And if you’re a B2B marketing leader looking to scale pipeline generation, Piper the #1 AI SDR Agent is here to help.

Hire Piper, the #1 AI SDR Agent, and grow your pipeline today.

You can learn more at qualified.com/exit5

  continue reading

292 episodes

Artwork
iconShare
 
Manage episode 485595738 series 3290771
Content provided by Exit Five and Dave Gerhardt. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Exit Five and Dave Gerhardt or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

#250 Customer Insights | Matt sits down with Shoshana Kordova, a 3x founding product marketer and former journalist who now helps B2B tech startups craft customer-infused messaging through her consultancy, Peel Product Marketing. Shoshana recently launched a customer insights playbook for the PMM Jetpack, equipping marketers with tools and templates to run more effective customer interviews.

Matt and Shoshana cover:

  • Why a customer insights program is more than “just talking to customers” and how to turn interviews into a repeatable system that drives messaging, positioning, and case studies
  • How to collaborate across teams (especially with CS and product) to get buy-in and avoid stepping on toes
  • The most common mistakes B2B marketers make with interviews and how to get the kind of insights you can actually use

Whether you're a product marketer, content strategist, or leading a GTM team, this episode is packed with actionable takeaways to build messaging that resonates.

Timestamps

  • (00:00) - – Intro
  • (02:14) - – Meet Shoshana: From Journalism to Product Marketing
  • (03:24) - – What Is “Customer-Infused Messaging”?
  • (05:09) - – Why Customer Insights Beat Surface-Level Deliverables
  • (07:09) - – How to Work with CS and Sales Without Stepping on Toes
  • (10:09) - – Navigating Competing Priorities Across Teams
  • (12:29) - – Selling the Value of Customer Interviews Internally
  • (16:29) - – The 6 Steps to Building a Customer Insights Program
  • (18:24) - – Step 1: Aligning Goals with Stakeholders
  • (20:04) - – Step 2: Building a Customer Interview Pipeline
  • (22:09) - – Step 3: Keeping Stakeholders in the Loop (Hint: Use Slack)
  • (28:09) - – Step 4: How to Run a Great Customer Interview
  • (33:39) - – Focus on Problems, Not Just the Product
  • (36:14) - – Uncovering Real ROI with Better Follow-Ups
  • (37:24) - – Step 5: Documenting What Actually Matters
  • (39:44) - – How to Organize Insights into a Shared Database
  • (42:34) - – Step 6: Putting Insights to Work (Case Studies, Messaging, ICPs)
  • (44:54) - – Should You Hire an External Interviewer?
  • (47:09) - – What’s a Realistic Interview Cadence?
  • (48:39) - – Other Places to Find Customer Insights (When Interviews Aren’t Possible)
  • (50:14) - – Final Tips: Mining G2 Reviews, Webinars, and Internal Teams
  • (51:28) - – Wrap-Up and Where to Find Shoshana

Send guest pitches and ideas to [email protected]
Join the Exit Five Newsletter here: https://www.exitfive.com/newsletter
Check out the Exit Five job board: https://jobs.exitfive.com/
Become an Exit Five member: https://community.exitfive.com/checkout/exit-five-membership

***

This episode of the Exit Five podcast is brought to you by Qualified.

AI is the hottest topic in marketing right now. And one thing we hear a lot of you marketers talking about is how you can use AI Agents to help run your marketing machine.

That’s where Qualifed comes in with Piper, their AI SDR agent.

Piper is the #1 AI SDR Agent on the market according to G2, and hundreds of companies like Box, Asana, and Brex, have hired Piper to autonomously grow inbound pipeline. How good does that sound?

Qualified customers are seeing a massive business impact with Piper: a 3X increase in meetings booked and a 2X increase in pipeline.

The Agentic Marketing era has arrived. And if you’re a B2B marketing leader looking to scale pipeline generation, Piper the #1 AI SDR Agent is here to help.

Hire Piper, the #1 AI SDR Agent, and grow your pipeline today.

You can learn more at qualified.com/exit5

  continue reading

292 episodes

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