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Outsource Your Brain: Productivity Tools for Customer Success Professionals

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Manage episode 429323707 series 3538570
Content provided by Rachel Provan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rachel Provan 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://player.fm/legal.

Send us a Text Message.

More customer success leaders than ever report being overwhelmed by the never-ending demands of their careers. Are you?

In this episode of Psychology of Customer Success, Rachel reveals her favorite tools designed to help CS leaders stay organized and efficient - even when things are coming at you a million miles an hour!
Discover how to build faster knowledge centers, delegate tasks effortlessly, and leverage AI to ensure nothing slips through the cracks.

Get practical insights on using tools like Fathom Notetaker and Anthropic’s Claude, offering you the keys to a more focused and productive workday for maximum efficiency. Tune in and learn how to outsource your brain for maximum efficiency!

Chapters:

00:00:00 - Introduction

00:01:40 - My favorite tools

00:02:29 - Managing tasks

00:03:55 - Discovering Fathom Notetaker

00:08:24 - Superior AI with Claude

00:15:42 - Easy SOPs and knowledge center resources

00:23:34 - Outsource your brain with my favorite productivity tool

00:26:22 - Immediate focus on demand with this music app

00:27:39 - Wake up more easily and improve sleep quality

00:29:11 - The app that will make you happier in 5 mins a day

00:34:51 - Reflecting with a bullet journal

00:39:27 - Continuous learning - when you have no time

*********

If you like this content, please like or rate the show, and follow or subscribe so that you don't miss an episode!

For more information about Provan Success and Rachel, visit https://provansuccess.com

Find Rachel on LinkedIn: https://www.linkedin.com/in/rachelhprovan/

Mentioned in this episode:

Fathom Notetaker

Claude by Anthropic

Loom

Scribe

Brain.fm

Trello

Goblin Tools

Five Minute Journal App

Mind Tools

Bullet Journal

This episode was sponsored by Vitally.io

*********

🎬 This content was edited by Lifetime Value Media.

Learn more at: https://www.lifetimevaluemedia.com

NEW FREE RESOURCES
💎 The Ultimate Onboarding Checklist for Customer Success Leaders - The Step-by-Step Checklist to demonstrate your leadership, value, and strategic expertise.
💎 The Focus Formula - How to make measurable progress on your CS Strategy every single day.
WORK WITH RACHEL:

🧑🏻‍🎓 The CS Leadership Academy

CONNECT WITH RACHEL
Follow at:
LinkedIn
TikTok
YouTube

WEBSITE

https://provansuccess.com

  continue reading

24 episodes

Artwork
iconShare
 
Manage episode 429323707 series 3538570
Content provided by Rachel Provan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Rachel Provan 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://player.fm/legal.

Send us a Text Message.

More customer success leaders than ever report being overwhelmed by the never-ending demands of their careers. Are you?

In this episode of Psychology of Customer Success, Rachel reveals her favorite tools designed to help CS leaders stay organized and efficient - even when things are coming at you a million miles an hour!
Discover how to build faster knowledge centers, delegate tasks effortlessly, and leverage AI to ensure nothing slips through the cracks.

Get practical insights on using tools like Fathom Notetaker and Anthropic’s Claude, offering you the keys to a more focused and productive workday for maximum efficiency. Tune in and learn how to outsource your brain for maximum efficiency!

Chapters:

00:00:00 - Introduction

00:01:40 - My favorite tools

00:02:29 - Managing tasks

00:03:55 - Discovering Fathom Notetaker

00:08:24 - Superior AI with Claude

00:15:42 - Easy SOPs and knowledge center resources

00:23:34 - Outsource your brain with my favorite productivity tool

00:26:22 - Immediate focus on demand with this music app

00:27:39 - Wake up more easily and improve sleep quality

00:29:11 - The app that will make you happier in 5 mins a day

00:34:51 - Reflecting with a bullet journal

00:39:27 - Continuous learning - when you have no time

*********

If you like this content, please like or rate the show, and follow or subscribe so that you don't miss an episode!

For more information about Provan Success and Rachel, visit https://provansuccess.com

Find Rachel on LinkedIn: https://www.linkedin.com/in/rachelhprovan/

Mentioned in this episode:

Fathom Notetaker

Claude by Anthropic

Loom

Scribe

Brain.fm

Trello

Goblin Tools

Five Minute Journal App

Mind Tools

Bullet Journal

This episode was sponsored by Vitally.io

*********

🎬 This content was edited by Lifetime Value Media.

Learn more at: https://www.lifetimevaluemedia.com

NEW FREE RESOURCES
💎 The Ultimate Onboarding Checklist for Customer Success Leaders - The Step-by-Step Checklist to demonstrate your leadership, value, and strategic expertise.
💎 The Focus Formula - How to make measurable progress on your CS Strategy every single day.
WORK WITH RACHEL:

🧑🏻‍🎓 The CS Leadership Academy

CONNECT WITH RACHEL
Follow at:
LinkedIn
TikTok
YouTube

WEBSITE

https://provansuccess.com

  continue reading

24 episodes

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