Managing the Self-Serve Customer Lifecycle

The Self-Serve SaaS 'Cast

If you want your automated sales process to convert users as effectively as a human-led sales process, you need to actively manage it. In this episode, your hosts break down the major stages of the Self-Serve customer lifecycle and discuss what it takes to structure each stage so it sets users up for success in the next. 00:00 Introduction 01:13 Managing an Automated Lifecycle 09:08 Stage One: Setting Up 11:14 Building Trust by Setting the Right Expectations 16:27 Stage Two: Finding Value 19:04 Defining Outcomes and Paths to Outcomes 24:59 Stage Three: Converting to Customer 35:23 Stage Four: The Rest of the Lifecycle