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Important info for Customer Marketers & Community members

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Margo Schneider January 05, 2024 at 07:45 PM

My question feels basic but I would like to execute it well. When scheduling a virtual CAB meeting with ~15 members from various companies have people seen success w a date/time voting or calendar tool or just emailing 2-3 dates/time and gathering responses?

Valeria Gomez January 05, 2024 at 07:48 PM

Calendar tool has worked best for me.

Emily Gover January 10, 2024 at 07:20 PM

Chiming in quickly here — @Valeria Gomez what do you mean by the Calendar tool? The "Find a Time" scheduling tool built in Google Calendar doesn't always work well for me, in part because customers' calendars are sometimes not visible

@Margo Schneider my two cents when playing calendar Tetris is to first select several time blocks across days of the week and time of day that take time zones into account. Depending on how many time zones you're working across, you may have very limited overlap — in which case, providing dates far enough in advance is super important

In terms of tools to do it, I've tested out things like Google/Airtable Forms, Doodle Polls, etc. I do think polls are a little better, because folks can see everyone else's availability, and may be willing to accommodate a specific time if they see a large % of other participants can make that time. You could try that out with a tool like Doodle Poll or WhenAvailable

Valeria Gomez January 10, 2024 at 08:39 PM

Oh I just use calendly and send out a poll with the times that works for us. Usually start time between 8-9 am PT works great for US and Europe