Tuesday, 18 April 2017

Getting started with building and sustaining relationships with your customers

I’ve been building relationships with our customers in Expensify for around 3 years.
It’s been an interesting experience, and one in which I’ve learned a lot. I’ve learned from our customers, my colleagues, and my peers in the customer success community (especially the Support Driven Slack community). My experience on the Support Breakfast podcast has shown me the benefits of “thinking out loud”. It’s challenged me to reconsider a lot of the beliefs I’ve held, and improved how I think about support. My aim for this blog is to take a critical look at how I manage customers, and see what works well and what works poorly.
What do I know about relationships?
My primary focus is going to be on business-to-business, software-as-a-service (SaaS) relationships with high-value customers. Your mileage may vary, and leave a comment or email conor@conorpendergrast.com with any feedback.
So, onwards! I’ll make my first post pretty general: do’s and don’ts for building and sustaining relationships with your customers.
Here’s a few “don’t”s to get you started:
  • Don’t forget that your customer deals with more products or services than only yours. Except in the largest of our customers, Expensify is one of a suite of products they use. Stay humble about this, and realise that your customer might not be an expert: that’s your job.
  • Don’t forget that the person you’re speaking to has their own relationships. They have a boss, and colleagues, and pressures that you’re not aware of. You should take as many opportunities as possible to make them seem like a wizard. So, try and tease out what their company values. Do they need to drive down costs, and can you support your customer to see where their money is going? Does their company place value on the language they use, and can you make sure that your product or service reflects that language? Do they thrive to create a great new hire experience, and can you support that? Find something that will get your customer noticed, and help them do that.
  • Don’t forget that your customer may have interactions with your colleagues. Let these relationships develop, and don’t try and force your colleagues to use your style.
And here’s some “Do”s :
  • Do set expectations for what you will and will not do in a work relationship. Be clear, honest, and consistent.
  • Do set boundaries around communication and availability. Don’t work Wednesday mornings? Highlight that fact early, and suggest how the customer can best work within that boundary.
  • Do be flexible if the customer expresses concerns over this. If you have have a team, then define a criteria for when you will and will not reassign customers. If you don’t have a team, then consider whether your boundaries are worth losing customers. That’s your choice to make, and be confident in that decision. Explain this to your customer and respect them if they decide to leave as a result.
Ultimately, don’t forget: people pay you money to achieve some aim or goal. People have a destination, and you need to help people get there.
Mario eating a mushroom
In the case of Expensify, people pay us so that their employees are happier by being paid back faster. You will not have a positive relationship with someone if they’re aren’t getting any value.

Sunday, 24 May 2015

Thank you #marref

As I write this, I’m sitting in Dublin Airport. I’m waiting to go back to London, after an incredible week in Ireland. It’s been exhausting, and frustrating at times, but I could not have handled being away during the final week. Canvassing kept me sane: it gave me the opportunity to talk to people, to listen to their concerns and, in some cases, to change their minds. It was an overwhelmingly positive experience. I’m avoiding any updates from the count, as it’s difficult enough to hold back the tears of joy.

Marriage Equality in Ireland: Priceless
Thanks to Patrick Haugseng for the image

The achievement of Marriage Equality in Ireland is a milestone that, for me and my family, has been decades coming. My involvement really started in November 2006, with the episode of Would You Believe (‘Mums the word’) that documented our family. In that time, I’ve had the privilege to talk about our family, and to describe my experiences, in dozens of interviews, events, academic research and individual conversations. At times, it has felt incredibly frustrating. As I’ve mentioned before, I felt like in every discussion about civil partnership, the Child and Family Relationships Act and Marriage Equality, opponents would talk about me (and people like me), and never with me. That was what culminated in me spending the week in Ireland; I think I would have found it a lot more difficult to sit in my new home in London, instead of being in Dublin surrounded by friends, family, and incredible people.

Bernadette, Ann, Daragh and I are a family. We are small but mightily proud of it, and it’s an incredible feeling to know you have recognised this. I know that my children (should we choose to have any) will not have to fight to have the relationship with their grandparents recognised. I know that my amazing friends now have the option to marry the person they love and build a life and family with them. We have made history, not just in Ireland, but around the world, by being the first country to introduce marriage equality through a popular vote.

I was in the bizarre situation that my relationship with Alana was able to be recognised by marriage at really any point (no matter how brief) in the eight years we’ve been together, but that my parents’ (of 35 years) was not. Today, we have corrected this inequality. That will make my own wedding day far more special, as the institution will no longer exclude the people I love the most.

We will look back at this in years to come, and I hope we’ll be able to forget the difficult parts of the campaign, and remember the amazing moments: The individuals getting involved in any sort of campaign for their first time; the mother who showed me photos of her son’s civil partnership; the man whose sister was getting married in October (and it was purely a case of whether that wedding was taking place at home, or abroad); the man who exclaimed “fuck yes I’m voting yes”.

For those who did get involved for the first time, don’t let this be the last time you get out to talk to people. There are so many ways in which we can make life for people in Ireland and around the world better, and Marriage Equality is just the start.

To round-off, I’d like to thank a long list of people (in no particular order). These are the people who have made life amazing, in a variety of ways.

Alana, who is my best friend. I think we may have run out of excuses for not planning the wedding now.
Ann and Bern, who are the greatest parents I could ever hope for.
Daragh. We are simultaneously so similar, and so different, and I love you for that.
The Mannings and Pendergrasts in Ireland and around the world.
The Farrells, who cajoled Portaloise to get out and vote yes.
My many amazing friends who never blinked twice at me having two mammies (in particular, Michael Pidgeon, who was my canvassing buddy for many days).
Gloria, Dublin’s Lesbian and Gay Choir and my many wonderful gay uncles and lesbian aunties who have been amazing inspirations as they fall in love and start their own families. I can’t name one person without needing to name you all.
Moninne Griffith (I am in awe and admiration at what you can achieve), Andrew Hyland and Grainne Healy of Marriage Equality.
Sandra Gowen, Tiernan Brady, Odhran Allen and Brian Sheehan of GLEN, the Gay and Lesbian Equality Network.
Walter Jayawardene and Mark Kelly of the Irish Council for Civil Liberties (ICCL).
The ICCL, GLEN and Marriage Equality pooled resources to create Yes Equality, which brought us this progress.
Those people who attended the Constitutional Convention in April of 2013, where it was determined to propose this constitutional change, for listening to Claire and myself tell the story of our lives.
My current colleagues in Expensify for allowing me the flexibility in the last week, and my former colleagues in Positive Care Ireland for their support while I still lived in Ireland.
Anna Nolan for starting this journey with the documentary about our family.
Everyone who has invited me to tell my story on TV, radio, newspapers, and blog posts over the years.
All of the people who have invited me to speak at conferences and events, for academic research or other research or projects.
Una Mullally for having the strength to be open about her life in so many ways.
Rory O’Neill, for bringing the character of Panti to life in a way that inspires me so much.
All of the other inspiring young people (children of same-sex couples) who have been involved via Voices of Children, and Irish Elliot who conducted that research.
Absent friends.

But most of all, everyone who voted #yesequality. It is exclusively through the aggregate of individual decisions, and actions, that the referendum on marriage equality passed so successfully.

Thank you.

ps: if I haven’t mentioned you explicitly, I love you.

Saturday, 13 September 2014

My time in the US, by the numbers

28: Days in San Francisco
7: Days in Ironwood, Michigan
5: Free Lunch Wednesdays
13: Burritos
318,600: Steps
6: States (Texas, California, Illinois, Michigan, Wisconsin, Minnesota)
2,862: Email conversations in my work email account
3: Shots of tequila
8: Number of seats on the teeny tiny airplane
4: Margaritas
1: Baseball game (wtf?)
1: Old Friend
1: Incredibly BIG dog
1: Great company to work in

Now, onward to Portugal! But before that…

Go give

Tuesday, 15 July 2014

I’m joining @Expensify in August

So, the big news in the Farrell-Pendergrast household is that I resigned from Positive Care Ireland and Resiflex a few weeks ago. I’ve been keeping it quiet until we had some more details nailed-down, but it’s all set now and my last day is Friday August 8th.

The primary motivation for this is that I’ve been working in the same place, with the same wonderful people, for more or less 7 years now and decided it was time to get out and about a little bit and see a little more of the world.

I was really pleased to be offered a position as a ‘salesperson extraordinaire’ (their words!) with Expensify a few weeks ago, which I happily accepted. My start date is 11th August. I’ve been using Expensify for a little over two years, to help to manage my company expenses in PCI and Resiflex, and I really look forward to the opportunity to work with them (they’ve been absolutely lovely so far).

My first month with Expensify will be based in the US of A, mostly in San Francisco. If that’s where you are, email me and we’ll grab a drink some time. My second month with Expensify will be spent in Portugal, which I’m really looking forward to (same offer of emailing me if that’s where you are). I spent two weeks there about 7 years ago and really enjoyed it. After that, I’m back to London full-time.

It’s been an incredible adventure over the last 7 years, and huge thanks to everyone in Positive Care Ireland and Resiflex for making it so great.