#announcements

Important info for Customer Marketers & Community members

Thread

Rebecca Grossman October 13, 2023 at 04:32 PM

I'm working on ideas to get more plugged in to our customers so I can build better relationships. One idea I have is that I get introduced as part of the onboarding/implementation process for our top customers. Has anyone done this? If so, when do you get introduced? How is it positioned? Any learnings?

Alexie Glover October 13, 2023 at 04:34 PM

@Leslie Barrett has shared about how she did this at Sendoso on a podcast and maybe also in a CMA Soulmate epsiode?

Lauren Stefano October 13, 2023 at 04:45 PM

I've done this before - I thought I still had the slide but apparently I don't 😞. Basically, I put together a one-slide intro that covered the very high-level ways that they might hear from me. I tried to be very heavy on the "give" side, but also included partnership opportunities like case studies etc. It was no more than 5 minutes of the call, but just a good opportunity to plant the seed and create some name recognition for later

Shannon Howard October 13, 2023 at 05:35 PM

Love this idea! I'm thinking about doing the same thing.

For existing customers, I host meetup-type conversations and have our AE and CSMs make introductions where it makes sense. I just position it as getting to know them so I can support them—much to Lauren's "give" comment above.