GUIDE RECOMMENDATIONS FOR

AutoReturn
Sales Development
Recommended because: AutoReturn is hiring for sales development; these experts can help the team hit the ground running as they build out the function.

Planning and Managing Outbound Prospecting

Jason Bay is the Founder and Chief Prospecting Officer of Blissful Prospecting, a company that provides training and coaching for outbound sales teams. In this guide, he lays out how cold-calling teams can zero in on the right prospects to target, develop repeatable outreach sequences, and consistently generate meetings with a “prospect first, me second” mentality.
Jason Bay
Jason Bay
>>READ THE GUIDE

Building a Sales Development (SDR) Function

Chris Flores leads sales development at Bennie, and was previously head of sales development at Namely as the company grew from 4 to 600 employees and $0 to $65M in ARR. In this guide, he describes best practices for designing the SDR role, establishing processes, and building the team.
Chris Flores
Chris Flores
>>READ THE GUIDE
Customer Success and Support
Recommended because: AutoReturn is hiring for both a "customer service" and "client service" role, and it looks like they haven't yet formalized a customer success function. An advisor could help them think through org planning and the right specs for new hires.

Hiring Customer Success Managers

Maranda Dziekonski is currently Chief Customer Officer at Swiftly, and has previously led customer success and support teams at Lending Club and HelloSign. In this guide, she describes the CSM role, where to look for candidates, and how to screen for judgement, proactive mindset and communication skills in interviews.
Maranda Dziekonski
Maranda Dziekonski
>>READ THE GUIDE

Managing a Customer Success Team

Boaz Maor currently serves as Chief Customer Officer at Talech and has previously led customer success at OpenGov, Mashery, newScale, and FreeMarkets. In this guide, he discusses the role of Customer Success, how to structure a CS team as a company grows, and what metrics to track to measure success.
Boaz Maor
Boaz Maor
>>READ THE GUIDE
Content Planning
Recommended because: AutoReturn's website could be tuned with stronger calls to action, and to make the solutions it offers clearer more quickly.

--> New guide going live next week, will update
Product Coaching
Recommended because: AutoReturn's PM came up through QA and technical support (without previous product experience), a product coach could help assess and support the function as the company plans to scale.

--> New guide going live next week, will update

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