THE GUESTKevin is a seasoned Customer Success leader with over 25 years of experience in customer-facing roles across various industries, including SaaS, healthcare staffing, and technology. As a Principal Consultant and Fractional Leader, Kevin specializes in building and growing customer success teams and practices. His mission is to help companies deliver quality experiences for their customers while driving adoption, improving retention, and accelerating revenue growth. THE SHOWWeekly conversations about post-sales success in the SaaS industry because recurring revenue requires recurring value. THE LINKSKevin MauferLinkedIn: <a href="https://www.linkedin.com/in/kevinmaufer/" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">https://www.linkedin.com/in/kevinmaufer/</a> My linksLinkedIn: <a href="https://www.linkedin.com/in/bret-siers-%E2%96%B6" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">https://www.linkedin.com/in/bret-siers-%E2%96%B6</a>adoptIQ: <a href="https://www.traininglayers.com/" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">https://www.traininglayers.com/</a>

THE GUESTKevin is a seasoned Customer Success leader with over 25 years of experience in customer-facing roles across various industries, including SaaS, healthcare staffing, and technology. As a Principal Consultant and Fractional Leader, Kevin specializes in building and growing customer success teams and practices. His mission is to help companies deliver quality experiences for their customers while driving adoption, improving retention, and accelerating revenue growth.THE SHOWWeekly conversations about post-sales success in the SaaS industry because recurring revenue requires recurring value.THE LINKSKevin MauferLinkedIn: https://www.linkedin.com/in/kevinmaufer/My linksLinkedIn: https://www.linkedin.com/in/bret-siers-%E2%96%B6adoptIQ: https://www.traininglayers.com/

The Recurring Value Podcast

8: Kevin Maufer

THE GUESTRachel Kozun is an accomplished executive in the tech industry with a proven track record of driving growth, retention, and outcomes for leading companies. She has built her career on developing high-performing teams and creating client success strategies that generate both revenue and value. Her expertise spans across cybersecurity, IT monitoring, and analytics software, where she's worked with some of the world's largest organizations to ensure their IT services and applications are always running smoothly. With a background in customer success, account management, and strategic planning, Rachel brings a wealth of knowledge in process development, data-driven decision making, and building strong partnerships. She's known for her ability to lead teams to meet and exceed challenging KPIs, making her a valuable asset in the fast-paced world of technology. THE SHOWWeekly conversations about post-sales success in the SaaS industry because recurring revenue requires recurring value. THE LINKSRachel KozenLinkedIn: <a href="https://www.linkedin.com/in/rachelkozun/" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">https://www.linkedin.com/in/rachelkozun/</a> My linksLinkedIn: <a href="https://www.linkedin.com/in/bret-siers-%E2%96%B6" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">https://www.linkedin.com/in/bret-siers-%E2%96%B6</a>adoptIQ: <a href="https://www.traininglayers.com/" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">https://www.traininglayers.com/</a>

THE GUESTRachel Kozun is an accomplished executive in the tech industry with a proven track record of driving growth, retention, and outcomes for leading companies. She has built her career on developing high-performing teams and creating client success strategies that generate both revenue and value. Her expertise spans across cybersecurity, IT monitoring, and analytics software, where she's worked with some of the world's largest organizations to ensure their IT services and applications are always running smoothly. With a background in customer success, account management, and strategic planning, Rachel brings a wealth of knowledge in process development, data-driven decision making, and building strong partnerships. She's known for her ability to lead teams to meet and exceed challenging KPIs, making her a valuable asset in the fast-paced world of technology.THE SHOWWeekly conversations about post-sales success in the SaaS industry because recurring revenue requires recurring value.THE LINKSRachel KozenLinkedIn: https://www.linkedin.com/in/rachelkozun/My linksLinkedIn: https://www.linkedin.com/in/bret-siers-%E2%96%B6adoptIQ: https://www.traininglayers.com/

7: Rachel Kozen

THE GUESTCharles Whiteman is a customer success expert with a wealth of experience in scaling SaaS businesses. As the former Executive Vice President of Customer Experience and Strategy at MotionPoint he implemented innovative customer experience strategies, including a voice of the customer program and in-person customer events. His approach to customer success has consistently driven profitability while maintaining high levels of customer satisfaction. Now, as the Co-Founder and CEO of Lamatic.ai, Charles is applying his customer-centric philosophy to the world of AI.  THE SHOWWeekly conversations about post-sales success in the SaaS industry because recurring revenue requires recurring value. THE LINKSCharles WhitemanLinkedIn: <a href="https://www.linkedin.com/in/chuckwhiteman/" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">https://www.linkedin.com/in/chuckwhiteman/</a>Website: <a href="https://lamatic.ai/" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">https://lamatic.ai/</a> My linksLinkedIn: <a href="https://www.linkedin.com/in/bret-siers-%E2%96%B6" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">https://www.linkedin.com/in/bret-siers-%E2%96%B6</a>adoptIQ: <a href="https://www.traininglayers.com/" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">https://www.traininglayers.com/</a>

THE GUESTCharles Whiteman is a customer success expert with a wealth of experience in scaling SaaS businesses. As the former Executive Vice President of Customer Experience and Strategy at MotionPoint he implemented innovative customer experience strategies, including a voice of the customer program and in-person customer events. His approach to customer success has consistently driven profitability while maintaining high levels of customer satisfaction. Now, as the Co-Founder and CEO of Lamatic.ai, Charles is applying his customer-centric philosophy to the world of AI. THE SHOWWeekly conversations about post-sales success in the SaaS industry because recurring revenue requires recurring value.THE LINKSCharles WhitemanLinkedIn: https://www.linkedin.com/in/chuckwhiteman/Website: https://lamatic.ai/My linksLinkedIn: https://www.linkedin.com/in/bret-siers-%E2%96%B6adoptIQ: https://www.traininglayers.com/

6: Charles Whiteman

THE GUESTHimaanshu Sharma is an expert consultant in the Product Design and UI/UX space. THE SHOWWeekly conversations about post-sales success in the SaaS industry because recurring revenue requires recurring value. THE LINKSHimaanshu SharmaLinkedIn: <a href="https://www.linkedin.com/in/productdesigneronboardingux/" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">https://www.linkedin.com/in/productdesigneronboardingux/</a>Website: <a href="https://www.himanshuuiux.com/" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">https://www.himanshuuiux.com/</a> My linksLinkedIn: ⁠<a href="https://www.linkedin.com/in/bret-siers-%E2%96%B6/" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">https://www.linkedin.com/in/bret-siers-%E2%96%B6/</a>adoptIQ: <a href="https://www.traininglayers.com/" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">https://www.traininglayers.com/</a>

THE GUESTHimaanshu Sharma is an expert consultant in the Product Design and UI/UX space.THE SHOWWeekly conversations about post-sales success in the SaaS industry because recurring revenue requires recurring value.THE LINKSHimaanshu SharmaLinkedIn: https://www.linkedin.com/in/productdesigneronboardingux/Website: https://www.himanshuuiux.com/My linksLinkedIn: ⁠https://www.linkedin.com/in/bret-siers-%E2%96%B6/adoptIQ: https://www.traininglayers.com/

5: Himaanshu Sharma

THE GUESTYaakov Carno is the Founder & CEO at Valubyl. THE SHOWWeekly conversations about post-sales success in the SaaS industry because recurring revenue requires recurring value. THE LINKSYaakov CarnoLinkedIn: <a href="https://www.linkedin.com/in/yaakov-carno/" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">https://www.linkedin.com/in/yaakov-carno/</a>Valubyl: <a href="https://www.valubyl.com/" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">https://www.valubyl.com/</a> My linksLinkedIn: ⁠<a href="https://www.linkedin.com/in/bret-siers-%E2%96%B6/" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">https://www.linkedin.com/in/bret-siers-%E2%96%B6/</a>adoptIQ: <a href="https://www.traininglayers.com/" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">https://www.traininglayers.com/</a>

THE GUESTYaakov Carno is the Founder & CEO at Valubyl.THE SHOWWeekly conversations about post-sales success in the SaaS industry because recurring revenue requires recurring value.THE LINKSYaakov CarnoLinkedIn: https://www.linkedin.com/in/yaakov-carno/Valubyl: https://www.valubyl.com/My linksLinkedIn: ⁠https://www.linkedin.com/in/bret-siers-%E2%96%B6/adoptIQ: https://www.traininglayers.com/

4: Yaakov Carno

THE GUESTRob Zambito is the Founder & CEO at Success Scaled. THE SHOWWeekly conversations about post-sales success in the SaaS industry because recurring revenue requires recurring value. THE LINKSRob ZambitoLinkedIn: <a href="https://www.linkedin.com/in/rob-zambito/" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">https://www.linkedin.com/in/rob-zambito/</a>  My linksLinkedIn: ⁠<a href="https://www.linkedin.com/in/bret-siers-%E2%96%B6/" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">https://www.linkedin.com/in/bret-siers-%E2%96%B6/</a>adoptIQ: <a href="https://www.traininglayers.com/" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">https://www.traininglayers.com/</a>

THE GUESTRob Zambito is the Founder & CEO at Success Scaled.THE SHOWWeekly conversations about post-sales success in the SaaS industry because recurring revenue requires recurring value.THE LINKSRob ZambitoLinkedIn: https://www.linkedin.com/in/rob-zambito/ My linksLinkedIn: ⁠https://www.linkedin.com/in/bret-siers-%E2%96%B6/adoptIQ: https://www.traininglayers.com/

3: Rob Zambito

THE GUESTJoel Di Trapani is the Co-Founder & Co-CEO at Vygo and the host of the DO AS I SAY podcast. THE SHOWWeekly conversations about post-sales success in the SaaS industry because recurring revenue requires recurring value. THE LINKSJoel Di TrapaniLinkedIn: <a href="https://www.linkedin.com/in/joel-ditrapani/" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">https://www.linkedin.com/in/joel-ditrapani/</a>Youtube: <a href="https://youtube.com/@joelditrapani" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">https://youtube.com/@joelditrapani</a> Spotify: ⁠⁠<a href="https://open.spotify.com/show/5CVikUi4KcITAB4F15n5tZ%E2%81%A0%E2%81%A0" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">https://open.spotify.com/show/5CVikUi4KcITAB4F15n5tZ⁠⁠</a> Calendar: <a href="https://cal.com/joelditrapani" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">https://cal.com/joelditrapani</a> Vygo: <a href="https://vygoapp.com" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">https://vygoapp.com</a> Email: ⁠podcast@joelditrapani.com⁠⁠Other stuff: <a href="https://joelditrapani.com/" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">https://joelditrapani.com/</a>  My linksLinkedIn: ⁠<a href="https://www.linkedin.com/in/bret-siers-%E2%96%B6/" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">https://www.linkedin.com/in/bret-siers-%E2%96%B6/</a>adoptIQ: <a href="https://www.traininglayers.com/" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">https://www.traininglayers.com/</a>

THE GUESTJoel Di Trapani is the Co-Founder & Co-CEO at Vygo and the host of the DO AS I SAY podcast.THE SHOWWeekly conversations about post-sales success in the SaaS industry because recurring revenue requires recurring value.THE LINKSJoel Di TrapaniLinkedIn: https://www.linkedin.com/in/joel-ditrapani/Youtube: https://youtube.com/@joelditrapani Spotify: ⁠⁠https://open.spotify.com/show/5CVikUi4KcITAB4F15n5tZ⁠⁠ Calendar: https://cal.com/joelditrapani Vygo: https://vygoapp.com Email: ⁠podcast@joelditrapani.com⁠⁠Other stuff: https://joelditrapani.com/ My linksLinkedIn: ⁠https://www.linkedin.com/in/bret-siers-%E2%96%B6/adoptIQ: https://www.traininglayers.com/

2: Joel Di Trapani

THE GUESTAlex Bakula-Davis is the Vice President of Customer Success at Clearstory. THE SHOWWeekly conversations about post-sales success in the SaaS industry because recurring revenue requires recurring value. THE LINKSAlex Bakula-DavisLinkedIn: <a href="https://www.linkedin.com/in/alex-bakula-davis-97014b25/" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">https://www.linkedin.com/in/alex-bakula-davis-97014b25/</a> My linksLinkedIn: ⁠<a href="https://www.linkedin.com/in/bret-siers-%E2%96%B6/" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">https://www.linkedin.com/in/bret-siers-%E2%96%B6/</a>adoptIQ: <a href="https://www.traininglayers.com/" rel="noopener noreferrer" target="_blank" style="background-color: transparent; color: rgb(17, 85, 204);">https://www.traininglayers.com/</a>

THE GUESTAlex Bakula-Davis is the Vice President of Customer Success at Clearstory.THE SHOWWeekly conversations about post-sales success in the SaaS industry because recurring revenue requires recurring value.THE LINKSAlex Bakula-DavisLinkedIn: https://www.linkedin.com/in/alex-bakula-davis-97014b25/My linksLinkedIn: ⁠https://www.linkedin.com/in/bret-siers-%E2%96%B6/adoptIQ: https://www.traininglayers.com/

1: Alex Bakula-Davis

<h1>Introducing the Recurring Value Podcast.</h1>

The intro of the Recurring Value Podcast

Recurring Value: Deep dive into the critical post-sale journey in B2B SaaS.Each episode features insights from the teams who play a pivotal role in ensuring success in the customer journey:<ul><li>Onboarding Specialists</li><li>Customer Support</li><li>Success Managers</li><li>Product Developers</li><li>Renewal Experts.</li></ul>Join us as we uncover how these professionals enhance user experiences, integrate successful strategies, tackle challenges, and significantly impact revenue through each stage of the adoption funnel—from onboarding to expansion, leading to retention. Discover the collective efforts that transform customer engagement into lasting loyalty.

Recurring Value: Deep dive into the critical post-sale journey in B2B SaaS.Each episode features insights from the teams who play a pivotal role in ensuring success in the customer journey:Onboarding SpecialistsCustomer SupportSuccess ManagersProduct DevelopersRenewal Experts.Join us as we uncover how these professionals enhance user experiences, integrate successful strategies, tackle challenges, and significantly impact revenue through each stage of the adoption funnel—from onboarding to expansion, leading to retention. Discover the collective efforts that transform customer engagement into lasting loyalty.

About

Introducing the Recurring Value Podcast.