How Ibotta Delivers Superior Customer Service with Lessonly

Smart shopping starts with Ibotta. From in-store savings to online shopping, the company partners with leading brands and retailers to offer cash back to consumers on everyday purchases. As one of the most frequently used shopping apps in the U.S., Ibotta’s Care Team handles support for thousands of users. Over the last few years, the

Lead, Learn, and Scale: Breakout Tracks at Yellowship

Yellowship is about to set sail! Our inaugural, two-day conference lifts off April 17th and is set to propel individuals, teams, and, businesses to learn—and win—like never before. With a jam-packed agenda that features 5 inspirational keynotes, 15 engaging breakouts, and more than 25 contributing speakers—there is something at Yellowship for everyone. To focus our

Disruption Incoming: Six Industry-Changing Sales Trends

Jessica’s sales team is set to close their best quarter ever, but she’s still losing sleep. As the VP of Sales, she’s not just worried about hitting goals today, she needs to set her team up for long-run success. As a forward-thinking executive, Jessica’s focus is on the sales landscape of the future. But the

Brace for Impact: How Customer Service Teams Should Prepare for the Future

The role of the modern customer service manager is multifaceted. In addition to diffusing difficult situations with customers and making complex decisions to maximize profitability, customer service leaders want to ensure their teams are enabled to succeed—both today and into the future. We gathered a team of customer service experts to identify future trends that

Designing a Training Program for Millennials

Joe Senior, a baby boomer, started his first “real” job at a business in downtown Indianapolis in the 1970s. On his first day, he received a dense employee handbook full of information. Joe didn’t even read it—he tossed in the back of his closet. There was some formal training, but it was minimal at best

How Feedback Delivers Happy Customers

One of our values at Lessonly is “share before you’re ready.” The basis of this value is that getting work in front of other people, earlier, makes the work better. Faster feedback loops make for constant rapid improvement. That doesn’t just promote a more open and collaborative culture—it streamlines our process in long run. Creating

Using KPIs to Measure Customer Service Training and Rep Performance

Sam and Jordan are best friends. They’re both also starting their first customer service jobs at large, fast-paced companies. Sam’s company starts the onboarding process before he even steps into the office. He receives onboarding paperwork and company policies ahead of time—so he’s prepped and ready to receive job-specific training on his first day. Sam’s