#general

General Discussions & Topics

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Cameron Olshansky April 03, 2025 at 01:55 PM

Is anyone trying group reference calls?
Example: A customer joins a call and your sales team invites prospects to join - and the customer answers their questions?
If so, would love to chat.

Amanda Peacock April 03, 2025 at 02:04 PM

I do 2-4 of these a quarter!

Susan Parcells April 03, 2025 at 02:10 PM

We are working on piloting group references this quarter. After attending the CMA Summit in NY we talked to a couple of people who do this and got some great info. Happy to share what we learned and what we're doing.

Cameron Olshansky April 03, 2025 at 02:12 PM

I would love to learn more @Susan Parcells! @Amanda Peacock what's the turn out like? Do you just have a single landing page that has a couple of dates/options for the prospect to choose from?
My biggest fear is having a customer join the call and no prospects show up

Amanda Peacock April 03, 2025 at 03:25 PM

so

Amanda Peacock April 03, 2025 at 03:25 PM

so when reg is low I host it as a webinar style where the customer cannot see who is attending/they can only see the questions that come through

Amanda Peacock April 03, 2025 at 03:26 PM

each of the ref events are for different targets like Existing business vs New business so they are diff customers each time so a single landing page isn't what we do. I have a theme and just clone/update with the appropriate ingo

Cameron Olshansky April 03, 2025 at 03:36 PM

Oh interesting @Amanda Peacock so you do existing customers that get on calls with existing customers?

When customers don't show up and you do it webinar-style, do you just use seed questions?
Curious to know more about your themes?

I'd be open to a quick call if y'all are interested

Amanda Peacock April 03, 2025 at 03:49 PM

happy to chat! existing customers meet when there is an upsell group reference call

Amy April 03, 2025 at 03:52 PM

This has also known as "one to many" reference calls and I'm pretty sure there are a bunch of resources, slides, webinars that exist. If I find anything, I'll post!

Jennifer Doyon April 03, 2025 at 03:53 PM

Hi @Cameron Olshansky! I've coordinated many of these and would be happy to share some best practices. We run them as an independent 3rd party and don't allow any vendor contacts on the call--only the reference and the prospects. We ask the prospects to use first name only, get their permission to record, and then have the edited call as a reference asset to share afterward. It's a phone call only, no video.

Amanda Peacock April 03, 2025 at 03:56 PM

<@U0806J8HHHR> @Cameron Olshansky @Susan Parcells Tuesday 4/8 2-4 ET or Wednesday4/9 2-3 ET work for me to chat if ya want!

Cameron Olshansky April 03, 2025 at 03:58 PM

Can do Weds 4/9 @ ET!

@Jennifer Doyon would you be open to join our call to tell us how things work for you?? Would love to hear about your learnings.

Jennifer Doyon April 03, 2025 at 04:01 PM

Yes, I can join at that time on Wed! Feel free to send the invite to jennifer.doyon@referentialinc.com|jennifer.doyon@referentialinc.com

Amanda Peacock April 03, 2025 at 04:04 PM

@Cameron Olshansky want to send or me?

Cameron Olshansky April 03, 2025 at 04:13 PM

I can send!

Cameron Olshansky April 03, 2025 at 04:16 PM

Looking forward to chatting with you all!

Jeanne Talbot April 03, 2025 at 07:45 PM

Can someone add me? TalbotJeanneM@gmail.com|TalbotJeanneM@gmail.com.