Skip to main content

Andy Audate

Oct 21, 2026

8:55
So how do you train them and try to say, okay, now he has the same product knowledge and anybody that asks them, they'll be able to answer about the product knowledge that you have or any other older clients, success managers have.
9:08
I'll share with you a process like everything in our company, I would say 95% of it is recorded.
9:14
Every conversation, every onboarding call is recorded.
9:18
And what's cool about the recording is you can take the transcript and you can plug into AI and ask it to break down a common framework.
9:26
So, for example, like let's say that I have one specific role.
9:29
So we have customer success managers.
9:31
And then underneath that, we have client relationship representatives.

15 MINS LATER

24:16
I thought

We value your privacy

We use cookies to understand how you use our platform and to improve your experience. Click “Accept All” to consent, or “Decline non-essential” to opt out of non-essential cookies. Read our Privacy Policy.