EPISODE · Mar 11, 2026 · 50 MIN
3 Misconceptions About Digital Customer Success with Kat Breeggemann, Founder @Katalyst CX
from SaaS Therapy · host BrainStorm
In this episode of SaaS Therapy, Todd and Casey interview Kat Breeggemann, founder of Katalyst CX, to debunk myths about digital customer success. They explore how digital CS strategies can be effectively applied across all customer segments, the importance of multi-channel communication, and practical tips for implementation.TakeawaysWhy digital customer success is more than just email and should not be limited to SMB accountsHow strong digital CS programs can support enterprise customers too, especially large groups of end users beyond the main point of contactThe idea of “seven times, seven ways” and why customers often need repeated communication across multiple formatsWhich channels matter most in digital CS, including email, live events, video, in-app messaging, and education platformsWhy video is becoming one of the most effective ways to drive engagement, education, and adoptionHow to think about measuring digital CS success through engagement, adoption, retention, renewals, and upgradesThe difference between a traditional CSM and a digital CS program manager, and why those roles may need distinct goals and metricsPractical advice for building a digital strategy that balances technology, scale, and human connectionContents00:00 Introduction to Digital Customer Success04:30 Misconceptions About Digital Customer Success09:18 Best Practices for Digital Customer Success14:22 Measuring Success in Digital Customer Success18:56 The Role of Digital Customer Success in Enterprise Accounts27:26 In-App Messaging: A Double-Edged Sword36:49 The Power of Live Events in Customer Success42:37 Homework Assignment: Embracing Video in Customer SuccessResourcesConnect with CaseyConnect with ToddVisit the show pageGet to know BrainStormCreditsShow direction: Debra WilsonShow design: Kensie SmithShow manager: Jenna Mollinet
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3 Misconceptions About Digital Customer Success with Kat Breeggemann, Founder @Katalyst CX
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