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Meet Formstack’s Customer Success Team

June 13, 2024
Min Read

Did you know that Formstack has an entire team dedicated to customer success? That’s right! We have a team ready and waiting to help our customers get up and running with our products. Our Customer Success team’s sole purpose is to be the go-to resource for customers on how to best use Formstack products. 

Let’s take some time to really get to know this team, from what they do to who they are. 

What does Formstack’s Customer Success team do? 

A core value of Formstack is making our customers more productive so they can live their purpose. Our Customer Success team is a shining example of this value in action. This team is responsible for taking care of our customers and ensuring they are successful in reaching their goals. 

But who better to tell you about what a team does than the actual team themselves? Customer Success Manager (CSM) Taylor Huerta explains they are, “responsible for onboarding new clients, which involves training and being their trusted advisors, as well as goal and success planning for their organization and Formstack.” 

Having a single point of contact and building that relationship is extremely helpful, as the CSM has context to the solutions and challenges our customers are working to solve.

Porter Speakman, Customer Success Team Lead, echoes Taylor’s thoughts by saying, “I like to tell our customers that I am their advocate here at Formstack. Having a single point of contact and building that relationship is a huge value-add, as the CSM has context to the solutions and challenges our customers are working to solve.”

CSMs act as knowledgeable Formstack guides to our customers. They work cross-functionally with support, sales, and product teams to ensure customers are receiving the best service, support, and product experience. They quickly become a familiar name and face and can assist with any product needs or questions. 

What makes our Success team special? 

It’s part people and part strategy that makes our Customer Success team special. It’s made up of a group of incredibly dedicated Formstack experts who have a passion for helping others. In order to serve our customers, our Success team focuses on hiring the right people and then providing them with the right tools, strategy, and guidance to make them–and our customers– successful.  

Our People 

Solving complex workplace problems alongside customers takes a very special person. CSMs need to be great listeners and problem solvers who are able to dissect issues and quickly come up with solutions. 

That’s why hiring the right people is a key component of Lauren Kofeldt’s job. As the Director of Customer Success, she has focused on building a team filled with, “natural problem solvers with strong communication skills who truly understand how customers are approaching problems and can implement and/or advocate for solutions.”

The supportive nature of the team is also key to their success. As a CSM, you must handle all types of problems, questions, and challenges. When you know your teammates are more than happy to help you brainstorm solutions, you feel more confident in taking on anything thrown your way. 

“Our team comes from all different experiences, backgrounds, and places,” says Taylor. “I think we all are working towards the same goal and constantly encouraging each other to be the best we can be. I have never been a part of a team like this where we are as supportive and motivating as we are. Our team wouldn't be as successful as we are without the leadership from our Director, Lauren.

Our Strategy 

Building a strong team is key to providing customers optimal service and support. But those team members need to be provided the right tools and knowledge to be successful. Lauren Kofeldt, Director of Customer Success, is in charge of this. Her mission is to strategically plan, build, and lead our customer success and implementation teams.

“My goal is to ensure our team has the resources, data, tools, and education necessary to serve our clients on their journey with Formstack. I truly believe that empowered CSMs empower their clients,” she says. 

Formstack’s CSM team strategy also makes them unique when compared to CSM teams at other organizations. Porter points out that, “many times CSMs deal with one particular product. At Formstack, we have multiple products that our customers can utilize. Customer Success Managers at Formstack can assist with all the products so our customers can focus more on solutions.”

At the end of the day, our CSM team is on a mission to deliver excellent customer service to our clients. Their goal is to show customers how they can get the most value out of the Formstack products in their tech stack. “Our team truly understands our customers’ use cases and business objectives to ensure that their desired outcome becomes a reality while using Formstack products,” says Lauren. 

Learn More: Check out our customer webinars to get great Formstack tips, tricks, and pointers from our most experienced ‘Stackers. 

The CS team recently went on an airboat tour in New Orleans

Who are our Success team members? 

Just like our partners and customers, our team members are located around the world. Below, we put faces to the names quoted above. 

Porter lives in Monument, Colorado, with his wife, son, and Beagle named Aspen. He loves to travel and lived overseas for 11 years in Europe and the Middle East. His perfect weekend is grilling, watching ice hockey and movies, and going on a short hike. 

Taylor lives just outside of Chicago, Illinois. She loves to be anywhere that is sunny and has live music. This love of music recently inspired her to start a vinyl record collection. She’s always laughing and is usually the loudest person in the room. 

Lauren lives in the Indianapolis, Indiana, area and has a legal background. She worked in the legal technology industry for 10 years as a CSM and People Leader before joining Formstack in 2020. Her love of the outdoors fuels her passion for hiking, which is pretty limited in Indiana. She enjoys watching all the Star Wars and Marvel shows and also loves to read. Her favorite book is Things Fall Apart by Chinua Achebe. 

Lauren lives in sunny South Carolina with her husband and daughter. She's passionate about traveling the world and exploring nature's marvels. She's lived in France, Australia, and New Zealand and has travelled to nearly 40 countries. She loves going on weekend adventures with her family but also enjoys spending quality time relaxing at home.

LoRee lives outside of Cleveland, OH with her two dogs, Winnie and Maple! She loves spending time with family and friends. Her favorite activities include playing board games, singing and seeing live entertainment.

Ellie lives in Indianapolis, IN with her husband and two daughters. She recently moved back home from North Carolina and is thrilled to be near so many friends and family members. She loves being outside, being near water, morning coffee, patio drinks, and snack foods. She experiences intense FOMO when anyone else is enjoying any of those things.

Alli (she/they) lives in an old house in Chicago with her wife and two fur children. Away from Formstack, Alli enjoys circus and pole arts and is an instructor at several studios throughout Chicagoland. She also enjoys performing, traveling, and spending time with her 5 nieces and nephews.

Kaleb lives in Chicago, Illinois where he spends his time exploring the many diverse neighborhoods and rich food scene the city has to offer. When he isn't out looking for that perfect pizza slice he is often found at a concert, or enjoying the sights and sounds of Wrigley Field.

Customer success starts with this team! 

It doesn’t take much time for customers who are paired with a CSM to see the impact they make. From providing training and troubleshooting to resources and support, our CSMs are the key to many of our customers’ Formstack success.

Want to get to know our other teams better? Check out our Instagram for more insights into the teams who make Formstack run! 


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