Our goal is simple: to give professional services leaders a place to go to be inspired and tap into expert advice, trends and best practices in our collective pursuit of excellence. From agencies to IT services and every PS organization in between, our hosts and guests will provide the insights you need to drive a resource first organization and do what you do best, only better. Hosted on Acast. See acast.com/privacy for more information.
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Ep. 74 - Mastering Customer Journeys & Career Balance w/ Sabina Pons
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Welcome to another insightful episode of the Professional Services Pursuit podcast! Join our host, Banoo, as she dives deep into the professional services industry with Sabina Pons, Managing Director at Growth Molecules and co-author of the book “Pressing On As a Tech Mom”. This episode is packed with expert advice on creating seamless customer jou…
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Ep. 73 - The Agency Secret: Mastering Value and Growth w/ Anthony Gindin
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In this episode of the Professional Services Pursuit, Brent sits down with Anthony Gindin, founder and CEO of Agency Different. Anthony, humorously dubbed the Canadian Don Draper, brings over 23 years of experience in the agency world, having built six companies, sold four, and taken two public. His international bestseller, The Agency Secret, enca…
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Ep. 72 - Understanding and Engaging Gen Z in the Workforce w/ Tessa Misiaszek
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In this episode of The Professional Services Pursuit, Banoo talks with Tessa Misiaszek, head of research at the Korn Ferry Institute and host of The Happy at Work Podcast. They dive into the unique characteristics and values of Gen Z employees, discussing effective strategies to attract, retain, and engage this dynamic cohort within the professiona…
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Ep. 71 - TSIA TECH on Deck Webinar Recording: Redefining Professional Services Technology w/ Jared Haleck and John Ragsdale
24:40
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In this episode of the Professional Services Pursuit Podcast, we revisit our April webinar with TSIA. In the ever-evolving world of professional services, outstanding client experiences are the benchmark of success. Achieving this requires a holistic, real-time perspective on project health and performance. Jared Haleck, Kantata's Chief Product Off…
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Ep. 70 - Elevating Client Partnerships: Building Trust and Driving Revenue w/ Jacob Parks
26:23
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Welcome to another episode of the Professional Services Pursuit! This week Brent sits down with Jacob Parks, the president of Profitable Ideas Exchange (PIE) and co-author of the renowned book Never Say Sell: How the World’s Best Consulting and Professional Services Firms Expand Client Relationships. They discuss the importance of trust-building, e…
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Ep. 69 - Adapting to Change: Agencies, AI, and the Future of Value Creation w/ Matthew Kasindorf
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In this episode, Brent talks to Matthew Kasindorf, SVP of Business Intelligence and Insights at the 4A's. Matt brings a wealth of knowledge from his agency experience in account management, business development, and his current role at 4A's. They discuss the crucial topic of agency transformation, delving into the obstacles many agencies face, the …
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Ep. 68 - Tech Debt Unmasked: The Culprit Behind Your Costliest Blind Spots and Bottlenecks w/ John Ragsdale and Melissa Korzun
42:55
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This episode of the Professional Services Pursuit is a recording from a recent TSIA webinar hosted by John Ragsdale, Distinguished Researcher, Vice President, Technology Ecosystems at TSIA. In it we discuss the hidden costs associated with technical debt—the cumulative consequences of using outdated or overly customized technology— and how it block…
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Ep. 67 - Beyond Billable Hours: Rethinking IT Consulting Practices w/ Doug Baxter
32:22
32:22
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In this episode of the Professional Services Pursuit podcast, Banoo is joined by Doug Baxter, founder of Consultant Academy. The conversation explores the critical importance of talent development and systematic training within IT services companies, the pitfalls of current industry practices, and the powerful role of strategic methodologies in enh…
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Ep. 66 - Insights into AI Transformation in Professional Services w/ Ken Ringdahl
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Ken Ringdahl, Chief Technology Officer at Kantata, joins Banoo on the podcast to discuss AI and its impact on professional services. They dive deep into the benefits and key opportunities that GenAI is creating for PS firms through operational efficiency, how to get started using a phased approach, and how to ultimately use AI to enhance customer a…
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Ep. 65 - Building a Culture of Transparency and Trust w/ Matt O’Dette
38:17
38:17
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On this episode Brent is joined by Matt O’Dette, Vice President of Operations and Talent Management at Cramer. They discuss how Cramer puts their people and values first in everything they do in order to build a culture that encourages collaboration, creativity, trust and financial responsibility. They also discuss how they have built and fostered …
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Ep. 64 - Navigating the Future of PS: AI Solutions and Strategic Planning w/ Eisha Armstrong
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In the latest episode of The Professional Services Pursuit, Banoo talks to Eisha Armstrong, Executive Chairman & Co-Founder of Vecteris. They dive into Eisha's book, her insights on the rapidly changing professional services industry, including the pivotal role of AI and the importance of integrating technology with strategic planning for success. …
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Ep. 63 - How Hybrid Business Models & Value Pricing Drive Organizational Success w/ Caroline Johnson
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On this episode Brent is joined by the Co-Founder of The Business Model Company, Caroline Johnson. They discuss why 2024 is the year to change your businesses belief system and move towards a revenue and pricing model that provides more efficient, transparent engagements that utilize repeatable products and provide maximum value. Topics covered in …
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Ep. 62 - Customer Retention Strategies: How to Improve Your Customer Lifespan by 6x w/ Greg Daines
32:04
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On this episode of The Professional Services Pursuit, Banoo talks with Greg Daines. Greg is the CEO of ChurnRX, the premier retention analysis and coaching platform that helps organizations to diagnose and solve churn within their customer base. They discuss data-backed customer retention strategies and the secret sauce to identifying and measuring…
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Ep. 61 - Navigating the Evolving Landscape of Consulting: From Hourly Billing to Products and Partnerships w/ Tom Rodenhauser
39:04
39:04
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This episode of the Professional Services Pursuit podcast features Tom Rodenhauser, Managing Partner of Kennedy Research Reports LLC. Tom offers expert insights on the trends shaping the consulting industry, with a particular focus on the move towards productization and the challenges and opportunities it presents. Topics in this episode include: T…
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Ep. 60 - How Technology Is Transforming Value Delivery for PS Firms w/ Sarah Edwards & Jared Haleck
32:25
32:25
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Sarah Edwards and Jared Haleck, Chief Product Officers at Kantata, join us to talk about the role of professional services technology in our current market and how it has become so much more than just a way to track margins and operating process. Other topics in this episode include: Why vertical SaaS has become critical to success in modern servic…
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Ep. 59 - (Part 2) Agency Positive Indicators and Priorities for the Year Ahead w/ Brian Williams and Andrew Howlett
24:03
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Welcome back for part 2 of our SoDA webinar recording with Brian Williams - Founder and CEO at Viget, and Andrew Howlett - Partner and CEO at Struck. In the second part of this conversation we took a look at areas of agency business that are seeing some positive indicators for 2024 and where Brian and Andrew are cautiously optimistic for the year a…
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Ep. 58 - (Part 1) 2023 in Review and Operating Priorities for the Year Ahead w/ Brian Williams and Andrew Howlett
22:58
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Ep. 58 - (Part 1) 2023 in Review and Operating Priorities for the Year Ahead w/ Brian Williams and Andrew Howlett This episode of The Professional Services Pursuit is part one of a two-part series taken from a recent SoDA (Society of Digital Agencies) webinar. Brent interviews agency leaders Brian Williams - Founder and CEO at Viget, and Andrew How…
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Ep. 57 - End of Year Compilation Episode Featuring Shane Anastasi, Peter Taylor, and Marc Lacroix
23:08
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Happy Holidays everyone! As 2023 comes to a close we wanted to revisit some of our favorite episodes and moments from the year. These 3 clips offer some great tangible advice for PS leaders on how to best run projects and manage a skills database for improved forecasting. Enjoy. We’ll see you in the new year! Clips in this episode include: Ep. 40 w…
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Ep. 56 - How to Leverage Data Analytics and AI to Improve PS Engagements w/ Tim Tutt
27:47
27:47
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On this episode Banoo interviews Tim Tutt, CEO and Cofounder of Night Shift Development, Inc. They discuss how Tim created “Analytics for Humans”, his 7 key data strategies, and how to leverage predictive analytics to better serve your clients. Other topics covered in this episode include: The importance of data quality and managing your dataset co…
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Ep. 55 - Creating a People-Centric Culture That Supports the Dreams of the Doers w/ Orrin Klopper
29:39
29:39
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On this episode of The Professional Services Pursuit, Orrin Klopper, CEO of Netsurit, joins us to talk about his company’s unique approach to creating a people-centric culture that ensures employees and clients are engaged, happy and productive. Their Dreams Program helps team members identify their top 10 personal and professional goals each year …
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Ep. 54 - Innovations in Vertical SaaS: The Professional Services Cloud w/ Michael Speranza
20:53
20:53
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On this episode of The Professional Services Pursuit Banoo is joined by Kantata’s CEO, Michael Speranza. They discuss the dramatic shifts that have taken place in the professional services industry over the past 12 months and the pressure that's placed on businesses. They also dive into how vertical SaaS solutions are reshaping the future of PS and…
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Ep. 53 - M&A Integration and Change Management Best Practices w/ Ingo Roemer
32:10
32:10
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On this episode of The Professional Services Pursuit Brent talks to Ingo Roemer, Chief Operating Officer and Senior Solution Architect at Solvit. They dig into the topic of merger and acquisition change management and discuss best practices, common pitfalls, and where to focus your efforts for the best outcomes. Other topics discussed in this episo…
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Ep. 52 - Innovation in IT Services and Digital Transformation w/ Andrew Cohen
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26:10
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Welcome back to another exciting podcast episode of Professional Services Pursuit! In this episode, Andrew Cohen, Managing Director at Netsurit, joins us to talk about their value based go-to-market commercial delivery model and how they are bringing innovation into the world of IT services and digital transformation. Other topics discussed in this…
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Ep. 51 - How to Build and Establish Trust for Better Business Outcomes w/ Kristi Faltorusso
40:48
40:48
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In this episode Banoo and Kristi Faltorusso, CCO at ClientSuccess, dig into the importance of trust and how we can all be better at building and establishing trust for better business outcomes. Kristi also provides her top tips for optimizing cross-functional relationships to improve your corporate culture and customer success. Other topics discuss…
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Ep. 50 - The Impact of Mergers and Acquisitions on Technology Investments w/ Niels Haagsman
30:08
30:08
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Welcome back, to another exciting episode of the Professional Services Pursuit podcast! On this episode business transformation expert Niels Haagsman joins us to talk about current trends in mergers and acquisitions and how service organizations can mitigate common headwinds when accessing and adopting new technology. Other topics included in this …
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Ep. 49 - Tools and Frameworks to Tackle Management and Technology Challenges w/ Brad Koehn
23:33
23:33
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On this latest episode of The Professional Services Pursuit, we are joined by the President of Koehn Consulting, Brad Koehn. Brad takes us through the tools and frameworks he coaches leaders on so they can better tackle management and technology challenges in their business. Other topics we also discussed on this episode include: How the downturn i…
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Ep. 48 - Redefining the Ad Agency Business: A Discussion w/ Michael Farmer
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41:05
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On this episode of the Professional Services Pursuit podcast we bring you a special recording from a recent webinar with Michael Farmer, Management Consultant and owner of Farmer & Company. Join us as we dive into Michael’s book, Madison Avenue Makeover: The Transformation of Huge and the Redefinition of the Ad Agency Business, which provides uniqu…
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Ep. 47 - (Part 2) Essential Considerations for Technology Selection and Implementation w/ Simon England
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29:48
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Welcome back for part two of our episode with Simon England, Partner at the specialist advisory firm Garwood Solutions. The conversation continues between Simon and our host Banoo Behboodi as they discuss how new technologies are impacting business processes. Simon also touches on some important factors to consider during the selection and implemen…
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Ep. 46 - (Part 1) Understanding the Unique Intricacies of a Consulting Firm w/ Simon England
17:26
17:26
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In the first of this two-part episode, Simon England, Partner at the specialist advisory firm, Garwood Solutions, joins us to dig into the fundamentals of consulting. Alongside our host Banoo Behboodi, Simon spotlights the unique operational challenges and business needs of consultancies. With a wide variety of experiences, Simon has some great ins…
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Ep. 45 - The Formula to Growing World-Class Professional Services Organizations w/ Ilan Gendellman
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We are excited to share another episode of The Professional Services Pursuit! In EP. 45, Ilan Gendellman, Global Head of Professional Services at Infoblox, joins us to discuss what differentiates the top-tier professional services teams, and where best to focus optimization efforts within an organization. Other topics discussed in this podcast incl…
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Ep. 44 - The Components of a Successful Technology Consultancy w/ Michael Burton
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24:56
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Michael Burton, CEO of the martech consulting company Stitch, joins this podcast episode to discuss best practices to use in today’s environment of a boutique consultancy! Other topics discussed in this episode include: The connection between embedded services and a boutique consultancy Criteria for selecting the right business partners The importa…
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Ep. 43 - How to Win Business Without Pitching w/ Blair Enns
42:03
42:03
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On this episode of The Professional Services Pursuit, we are joined by Blair Enns, esteemed author and founder of Win Without Pitching. Our host Brent Tremble joins Blair to discuss the art of winning deals without the need to pitch for a client. The conversation includes valuable insights from his book, The Win Without Pitching Manifesto, which ha…
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Ep. 42 - AI Advancements and the Impact on Project Management w/ Peter Taylor
22:28
22:28
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We are excited to welcome Peter Taylor, who brings over 30 years of experience in strategic project planning and transformational change management to the podcast! Banoo and Peter dig into the utilization of AI tools and how they can influence the project management process. With the continuous development of AI, business leaders are innovating the…
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Ep. 41 - (Part 2) Successful Project Dynamics and How to Effectively Manage Change w/ Shane Anastasi
35:14
35:14
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Welcome back to part 2 of our two part podcast with Shane Anastasi of PS Principles. In this episode, Banoo and Shane dive into some of the biggest downfalls of traditional project success measurements, how to properly coach your clients to manage change, and a sneak peak into Shane’s new book and training, Project Dynamics. Other topics covered in…
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Ep. 40 - (Part 1) How To Achieve More Successful Outcomes from Implementation Projects w/ Shane Anastasi
28:26
28:26
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Welcome to part 1 of a two part episode with author, speaker, entrepreneur, and professional services strategic advisor, Shane Anastasi. Shane is currently the CEO and founder of PS Principles and joins us to discuss the biggest challenges professional services teams face and his key philosophies for being a better project leader and driving better…
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Ep. 39 - The Shift in Evaluating the Right Technology Investments w/ Jared Haleck
30:42
30:42
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Our hosts come together again for the final session in our 4-part Linkedin Live series to talk with Kantata’s Chief Product Officer, Jared Haleck. In this episode they dive into the importance of employee experience, how technology plays into that, and how the creation and adoption of technology is shifting to be more vertical specific. Other Topic…
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Ep. 38 - Agency Spending, Strategic Priorities, and Key Industry Trends w/ Tom Beck
26:30
26:30
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Welcome back for the 3rd recording from our 4-part Linkedin Live series that Kantata is hosting. In this episode, we talk with Tom Beck, the Executive Director of SoDA (Society of Digital Agencies). Tom talks about the 2023 Digital Outlook Study – an annual study by Forrester and SoDA that delves into spending plans, strategic priorities, and key i…
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Ep. 37 - Prioritizing Employee Experience Amidst Labor Volatility w/ Gina Hartigan
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On this episode of the podcast we bring you another live session from our LinkedIn Live series that is tackling the key trends shaping 2023. From the “Great Resignation” of 2021/2022 to the current situation in 2023, companies have had to swing from increased compensation to layoffs, despite still facing skills gaps and talent shortages. Kantata’s …
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Ep. 36 - How to Optimize Your Business During Uncertain Economic Times w/ Charles Gustine
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On this episode of the podcast Brent and Banoo are the ones in the hot seat! This live recording from our LinkedIn Live series, “Navigating the Path Forward”, tackles the key trends shaping 2023 and how people, process and technology optimization can future-proof your professional services business. Brent and Banoo are joined by Charles Gustine, Ka…
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Ep. 35 - Creating a Collective Culture and Enhancing the Remote Employee Experience w/ Christine Dunham
32:34
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We are excited to bring you another episode of Professional Services Pursuit! This time, Christine Dunham, Senior Director of People Development and Culture at Kantata, joins us to talk enthusiastically about managing company culture, what has been lost and gained in moving to remote work, how to create a collective culture and tools that company l…
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Ep. 34 - Professional Services Performance Trends and the Benefits of PSA w/ SPI’s Dave Hofferberth
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On this week's episode Brent is joined by the ‘Father of PSA’ and Managing Director at Service Performance Insight (SPI), Dave Hofferberth. They dive into some of the professional services performance trends uncovered by the SPI PS Maturity Benchmark survey and PS End User survey and how organizations can use this research to improve their business…
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Ep. 33 - Understand and Improve Your Resource Forecasting Performance w/ Marc Lacroix
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Joining us on this week's podcast is Marc Lacroix from RTM Consulting. Banoo and Marc dive into some of the biggest issues holding companies back from effective forecasting, skills management and the root cause of ineffective data? Find out more on this episode of Professional Services Pursuit! The key topics covered include: The biggest factors ho…
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Ep. 32 - Challenges, Trends and Tips for Leading a Successful Business in 2023 w/ Michael Speranza
24:29
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On this episode of The Professional Services Pursuit, we celebrate the one year anniversary of Kantata by having our CEO, Michael Speranza, back on the show. Brent and Michael discuss his experiences over the past year, the challenges he's seen the industry face and the trends and predictions he's seeing moving into 2023. Other topics include: Insi…
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Ep. 31 - (Part 2) Delivering Repeatable and Remarkable Customer Experiences w/ Peter Wride
26:14
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In the professional services industry, Gainsight is one of the leaders in customer success and satisfaction. In this episode, we take a look at how they structure their team for the best results, what goals they focus on, and how they manage their processes. Join us for this discussion as Gainsight’s Senior Vice President of Professional Services a…
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Ep. 30 - The Evolution and Redesign of Modern Marketing and Advertising Needs w/ Lindsey Slaby
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On this episode we welcome Sunday Dinner Founder, Ad Age 40 under 40 recipient and brand strategy thought leader, Lindsey Slaby, to the show. Brent and Lindsey discuss how the marketing and advertising industries have evolved over the years and the growing challenges they face. Lindsey is one of the top consultants in the space and pulls the curtai…
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Ep. 29 - (Part 1) The Equation for Customer Success According to Gainsight w/ Peter Wride
25:18
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What does professional services look like at Gainsight, THE customer success company? How does customer experience influence customer success? How do you get the best customer outcomes? On the latest episode of the Professional Services Pursuit podcast, we tackle all these questions and more as we talk with Gainsight’s Senior Vice President of Prof…
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Ep. 28 - How to Get Optimal Value from the Agency/Client Relationship w/ Bruno Gralpois
25:51
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Welcome to another episode of the Professional Services Pursuit Podcast! In this episode we welcome Bruno Gralpois to the show. Bruno is an author and the industry expert on optimizing agency/client relationships and bringing these best practices to life through technology. Bruno and Brent discuss the evolution of his business, Agency Mania Solutio…
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Ep. 27 - (Part 2) 5 Customer Experience Mistakes You Don’t Know You’re Making w/ Jessica Noble
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On this episode of the Professional Services Pursuit Podcast, we invite back the Head of Strategy and Managing Partner at Magnetic Customer Experience, Jessica Noble! In this continuation of our conversation with Jessica, Banoo dives into Jessica's book, 'The Five Customer Experience Mistakes you don't know you're making that are causing profit ero…
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Ep. 26 - (Part 1) Optimizing Customer and Employee Experience to Find Operational Excellence w/ Jessica Noble
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Welcome to another insightful episode of the Professional Services Pursuit podcast! In this episode, we were lucky enough to sit down with one of the foremost experts in customer experience, Jessica Noble. In part 1 of this conversation Jessica and Banoo discuss what improving the customer experience looks like today and how improving both your emp…
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Ep. 25 - The Biggest PS Tech Challenges and How Vertical SaaS Is Creating Solutions w/ Charles Gustine
40:11
40:11
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On this episode of The Professional Services Pursuit Banoo is joined by Charles Gustine, Brand Evangelist at Kantata. They discuss the findings from a new Forrester research study commissioned by Kantata and Salesforce that helps explain the importance of vertical SaaS, how it is helping professional services organizations solve critical problems a…
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