Resources

Insights on Pendo best practices, customer success strategy, and product-led growth — from the team that lives and breathes this every day.

From the Blog

Practical thinking on getting more from Pendo, building customer success programs that scale, and using data to drive decisions.

Five Signs Your Pendo Instance Needs a Reset

If your team has been using Pendo for more than a year without a structured review, there are likely gaps in your tagging, stale guides running unchecked, and analytics that no one trusts. Here is how to tell when it is time to start fresh.

pendo strategy
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How AI Is Changing Customer Success Operations

AI is not replacing customer success managers. But it is fundamentally changing how CS Ops teams prioritize accounts, detect risk signals, and scale one-to-many programs. We break down the shifts that matter most.

ai customer-success
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The Pendo Health Check: What to Measure and Why

Most teams track page views and guide completions, but the real value of Pendo analytics lies deeper. We walk through the metrics that actually correlate with retention, expansion, and customer health.

pendo analytics
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The Balboa Podcast

Conversations with customer success, product, and revenue leaders about what actually works — and what doesn't — when it comes to driving outcomes with product data.

Episode 12 38 min

Rethinking Onboarding With Product Data

Guest: Director of CS Ops

Why most onboarding programs fail to connect activation milestones to long-term retention, and how one team rebuilt their entire approach using Pendo data to guide every step.

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Episode 11 42 min

When Pendo Meets Revenue Operations

Guest: VP of RevOps

Product usage data is a goldmine for revenue teams, but most organizations never connect the two. This episode explores how to bridge the gap between product analytics and pipeline.

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Episode 10 35 min

Building a Customer Health Score That Works

Guest: CCO

Health scores are everywhere, but most of them are unreliable. A Chief Customer Officer shares how her team built a model that CS managers actually trust and use in every renewal conversation.

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