Customer.io Experts

Talk to mentors from these amazing companies

David Kelly

General Manager
I recently helped a new SaaS product set up their first marketing automation process using Customer.io. This includes setting up the initial framework, creating the account, and configuring the marketing automations inside of Customer.io directly. I've done the work myself, so I don't just talk about "theoreticals" — I can share exactly how to do it because I've done it, too.

Ekaterina Shpadareva

Head of Growth and Marketing @ Mimo, ex-adidas Runtastic. Teaching digital marketing @ Yandex.Practicum. Reforge alumni
I am using customer.io for setting up and optimizing our lifecycle marketing activities that include automated campaigns aimed at user retention and conversion, as well as mass sendouts.

Alex Barbarsky

Growth Marketing Manager: SaaS & Ecommerce
Customer.io is my favorite marketing automation tool – the most powerful yet simple to use. I believe that marketing automation platforms like Customer.io represent the new era of CRMs. I use them as one source of data and communications with customers. When you pipe all the relevant data into the marketing automation platform, you will find out how many cool automations you can build.
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Nataly Onkina

Product Management from 0 to 1 | Health-Tech, Edu-Tech | SAAS, Marketplace, Platform | B2C, B2B
It was my main tool for triggering notifications when I was a product manager at a freelance platform. No matter what service for triggers you use - I can help with setting CRM notifications by it. What is your user notification map? Let's check it out and improve.

Farzad Khosravi

Customer Experience : Email and Sales Strategy : Startup Ideation
I think this is the best email tool out there. We can use it to make just time, behavioral notifications for your customers. Even better, you can use it for all your email and notification needs.

Arpit Choudhury

Founder
I know CustomerIO really well and I love the tool. I can help with the implementation as well as some best practices around how to manage data inside CustomerIO.

How does it works?

Step 1. Browse mentors

Browse through our list of mentors using the filters. Make sure to read their profiles and reviews in depth, and make your choice.

Step 2. Send session request

Found the perfect mentor for you? Awesome, time to request a call. Tell them a bit about your situation, choose a time, and get it set on your calendar.

Step 3. Get on 1:1 call

Time for the call, yay! Make sure you show up on time and prepared to make the most out of it. Pro tip: Ask your mentor if it’s ok to record the screen so you can take notes later.

Why talk to a Customer.io expert?

How a growth mentor can help you with Customer.io:

  • You just signed up to Customer.io and you want to get started using best practice methodologies
  • You’re integrating Customer.io with other business systems and are considering using Segment or direct API and need some guidance since you’re non-technical.
  • You’re using Customer.io for basic email marketing but want to take it to the next level with marketing automation and want to brainstorm strategies
  • You’re using dozens of other tools along and want ideas on how to increase ROI by leveraging Zapier to tie them together intelligently
  • You’re trying to build a competing SaaS in the same space and want to interview hardcore users of Customer.io
  • You’re paying a lot for Customer.io and are thinking of switching, you want to weight pros and cons with an expert

Whether it’s your first time setting up Customer.io or you’re an experienced Customer.io user that’s been using it for years, it can’t hurt to speak to other Customer.io experts to get their take on how to maximize the impact of this incredibly powerful tool.

Related Use Cases

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Frequently asked questions

Have a question you don't see here? Ask us on live chat!

We have a very detailed filter system for you to sort the mentors. Filters like areas of expertise, tools, language, price and industry.

Members can also post a help request and have mentors apply to help if they feel they are a good fit.

Then the third option is to just ask us! Give it a try right now and ask us on live chat 🙂

Three choices:

  • Skype
  • Zoom
  • Google Hangouts

Mentors and mentees are able to set their communication tools in their profile settings.

It is a good idea to connect with the other person once the session is accepted and the details are given. This ensures that the correct details were given and when it is time to start, you can start on time.

Here are some tips on how to get the maximum bang for your time on growth mentor calls.

  • Come into this with realistic expectations. They’re mentors, not magicians.
  • Ask your mentor if they’d be cool with you recording your screen with Loom
  • Give contextual information to help paint the picture of your current situation.
  • Growth mentors will be asking you lots of questions, answer them as honest as possible.
  • Don’t be afraid to push the boundaries of question asking. Be inquisitive. Stories are gold.
  • Don’t feel pressure, just relax. There’s no right/wrong way to do this. Avoid binary thinking.
  • Try to form mental patterns, especially if you speak with multiple mentors. Pay attention to metadata.
  • Embrace alternative views. Ask the mentors to play devil’s advocate and challenge your assumptions.
  • Be friendly and authentic. If you’re likable, the mentors will be your biggest supporters (even after the call is over).

Yup! Many of the mentors offer monthly coaching packages for members who want to really dive deep into a specific area.

Each mentor creates their own package so what they offer and the price vary from mentor to mentor. You can find their coaching info at the top of their profile.

Join the community

Enjoy the peace of mind that advice is always only one Zoom call away.