3 Ways to Make Your Customer Calls Less Awkward (And Actually Useful)

professional development Dec 16, 2025
3 Ways to Make Your Customer Calls Less Awkward (And Actually Useful)

CLICK PLAY TO LEARN HOW TO MAKE YOUR CUSTOMER CALLS LESS AWKWARD AND MORE USEFUL:

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Here’s what you can expect from this episode:

Here’s the uncomfortable truth… most customer calls are as awkward as a blind date, and they're sabotaging your results (and your reputation as a CSM). If you’re sick of surface-level conversations, disengaged contacts, and feeling like you’re just ticking boxes on autopilot, this episode is about to change everything.

What if you could go from agonizing over aimless check-ins to running calls your customers actually look forward to? In this episode, I’m laying out the three biggest mistakes that make calls awkward and useless and showing you brand new strategies to flip the script. You'll get practical, immediately-actionable takeaways on how to ditch useless metrics, lead seamless conversations, and make every call feel fresh, collaborative, and genuinely valuable (for you and your customer). You’ll even learn how to use my favorite “secret question” to unlock trust and opportunities you’re missing today.

Imagine walking into customer meetings excited instead of anxious. Imagine customers wanting to open up and collaborate with you. After this episode, you’ll know the secret to engaging discussions, deeper trust, and results that get you noticed as a standout CSM. If you’re ready to stop dreading your meetings, make your calls more impactful, and earn real trust (and those renewals, expansions, and promotions you know you deserve), hit play and let’s dive in.

 

Topics covered on making your customer calls less awkward and more useful:

  • Why starting every customer call with metrics is killing engagement and what to do instead 
  • The quick pre-call email strategy that frees up 15 minutes for real conversations 
  • How to introduce topics with context so customers actually care (and don’t tune out) 
  • Three easy tactics to sound less robotic and build instant trust with customers 
  • The underrated power of “Tell me more about that” (your secret weapon for deeper customer insights) 
  • Why making calls more conversational isn’t just about less awkwardness—it’s how you drive renewals, expansions, and better results 
  • How to level-up your calls by picking one new habit at a time and tracking real progress

 

When you’re ready, here’s how I can help you land a job in Customer Success despite all the competition:

 

Connect with Carly:

 

Want more on this topic? Here’s your next listen:

 

More about Customer Success Career Coach:

Customer Success Career Coach is the must-listen podcast for current and aspiring Customer Success pros. Join Carly and her guests as they spill the secret strategies and tips for building your Customer Success career. This isn't your typical snooze-fest – they’re diving deep into the world of Customer Success careers. Whether you're starting from scratch (hey career transitioners!) or eyeing that next big promotion, they’ve got the playbook for you. Every Wednesday, join Carly and her amazing guests as they dish out practical advice and real-life steps you can actually use. No fluff, just stuff you can apply ASAP to score that dream job, snag that promotion, or become the team rockstar.

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