Julie Neumeister

#general - July 16, 2024 at 08:49 PM

Thank you both for the insights! Very helpful 🙏

#general - July 12, 2024 at 11:35 PM

Another Friday night share, does anyone have anything they could share on how they justified getting a customer marketing person to work under/support them? I am in that position and have a business case written up, but REALLY want to do this right and succeed- so open to seeing how others did it 🙂

#general - July 12, 2024 at 11:26 PM

@Jenna Feldman and I are going to meet next Fri 7/19 at 10am PT! Pass along your email if you'd like me to forward the meeting invite!

#general - July 12, 2024 at 11:21 PM

I'm not sure what the process looks like on the accounting side, but that's what they asked for and we didn't get anymore hassle lol

#general - July 12, 2024 at 11:20 PM

We offer to take the info over the call if the customer prefers (which we did in the most recent case)

#general - July 12, 2024 at 11:20 PM

We ask the customer for their routing number, account number, bank name, and bank address, and pass that to our accounting team for reimbursement.

#general - July 12, 2024 at 04:03 PM

happy to hop on a call to share more best practices!

#general - July 11, 2024 at 08:58 PM

We have a "logo use" checkbox on the account level in SFDC that the sales rep updates when the account closes and marketing manages afterward for ongoing changes For the logos on our site, sales decks, etc we have a hidden field "Logos on website" that I have the revops team bulk update for every new project, then a auto notification setup so i get alerted every time a customer churns and it needs to be taken down

#discussions - July 11, 2024 at 02:24 AM

Try AI! I typically use Jasper for this but feel Chat GPT has improved lately with email copy. They do great with outreach-style emails.. I usually use a prompt like.. "write me a casual email directly to a client with XXX points and X content"

#general - July 03, 2024 at 06:10 PM

Happy 4th Y'all! Does anyone have a good example of a video testimonial combined with a short/brief written case study? I'd like to experiment with that format rather than a long form case study for our next story, and am looking for some examples to reference with the customer! thanks much!!

#reviews - May 09, 2024 at 02:25 PM

incentivizing with an additional offer like socks on top of the gift card has worked extremely well for me

#open-share - May 07, 2024 at 07:24 PM

I organized a customer happy hour last year in LA as a kick-off to a conference and although it went really well, I do wish I included some more structured programming, like sit down roundtables prior to drinks, since not many people knew each other

#general - April 30, 2024 at 07:33 PM

And then if I do follow ups I say something like "Just wanted to follow up. I've reached out to a few other customers as well but, based on XXX you are at the top of my list – wanted to be sure you saw this and had a chance to consider"

#general - April 30, 2024 at 07:32 PM

I put this at the bottom of those emails: "_We're contacting several customers about this opportunity, so please understand that time is of the essence and while we would love to have many customers join us, we only have space for one on stage."_

#general - April 05, 2024 at 03:13 PM

I’m using Growsurf and have been liking it so far!

#general - April 05, 2024 at 03:13 PM

Same 😁

#reviews - March 05, 2024 at 04:14 PM

Here's a snapshot of subject lines i've used over the past couple years and their open rates, @Marie Elliott

#reviews - March 05, 2024 at 04:02 PM

@Alexie Glover love the themed idea!! What have your conversion rates been looking like with those?

#announcements - February 16, 2024 at 04:22 PM

genius! just what I was looking for, thank you both

#announcements - February 14, 2024 at 09:27 PM

Anyone have recommendations for free scheduling software to use when coordinating several busy customer's schedules for a joint presentation? I've looked into Calendly but that requires them to create an account and connect their calendar, would rather use something with a bit less friction if possible... 😅

#announcements - February 01, 2024 at 01:01 AM

following!! about to re-launch our referral program this quarter after a failed attempt last year

#announcements - February 01, 2024 at 12:59 AM

Love all of this, working on this as well - @Madeline Coke if you would be so kind to share yours I would love to see it!

#announcements - February 01, 2024 at 12:55 AM

Not release notes, we've always just used standard headers and grouped features by category. But if you ever end up doing release webinars (I used to do those monthly) I have some solid reusable content for that

#announcements - February 01, 2024 at 12:53 AM

I've been liking ON24

#announcements - January 29, 2024 at 07:32 PM

thanks @Amanda Peacock!! looking for inspo to to switch it up a bit from my standard 😄

#announcements - January 29, 2024 at 07:28 PM

Anyone have any really great email templates they use for inviting customers to be a panelist and/or keynote speaker at events?

#announcements - November 29, 2023 at 09:06 PM

Hi All! Would love some group input-- I am planning a Christmas campaign with a series of 6 emails throughout December with product tips and tricks. I want to tie in some sort of gamification to it to get people to engage with the emails more.. first I thought of adding a secret word to each email to make up a sentence that they would fill out in a form at the end in order to receive a gift - but they're going to have to opt in to the full series so some people won't get all the emails/won't be able to complete secret puzzle... Anyone have other ideas I could incorporate to make this more "Fun"? 😄 TIA!! ⛄

#announcements - November 10, 2023 at 09:30 PM

Yea, good point - I have had luck with scheduling a regular call where the calendar is pulled up and updated by all cross functional managers as a group. As for the view access in Google calendar.. my old CSMs would constantly complain they didn't know what comms were going out so that's why I set it up lol, I never really knew who was looking at it /how often it was looked at though

#announcements - November 10, 2023 at 08:51 PM

if you use Hubspot there is a calendar feature that automatically syncs over marketing emails - and you can also add new tasks so that might be worth exploring too

#announcements - November 10, 2023 at 08:49 PM

(I know not G2 specific but hopefullly it will still help in some way!)

#announcements - November 10, 2023 at 08:48 PM

this is what we use for all our awards in our sales decks

#announcements - November 10, 2023 at 08:46 PM

I have used Asana for the last 2 years as a customer comms calendar, but only within marketing (for edit access) Asana does support a Google calendar integration so that you can give view only visibility to customer facing teams - but I did have some issues with it mainly being that there were up to 24 hour delays with the edits syncing to GCAL. Could be worth a shot just using a regular shared calendar in Google or MSUITE - have thought about that as well but then it creates double work having to add it in both the shared calendar and Asana.. sigh haha haven't found the perfect solution yet. But happy to chat about this more!

#announcements - November 10, 2023 at 07:31 PM

Hi all! Wondering what everyone is doing for holiday gifts this year. Last year I sent out gifts to around 200 of our top VIP customer contacts (Selected by the CS team). This year I am on the fence since its so difficult to tie the spend directly to ROI and budgets are tight. Considering maybe top 50 instead of top 200. Anyone have any other ideas for low spend/free alternatives (besides standard holiday greetings, emails etc)?

#announcements - November 10, 2023 at 07:29 PM

do you mean for cross sell initiatives or just for building relationships/providing support @Cristina Levenetz?

#announcements - November 10, 2023 at 07:28 PM

I really like Asana's!

#template-copy-share - November 10, 2023 at 07:27 PM

i did as well 🙂 @Shannon Howard

#expansion - August 25, 2023 at 03:45 PM

Definitely @Rachel Ward

#announcements - August 15, 2023 at 04:07 PM

Thanks @Amanda Peacock!

#announcements - August 11, 2023 at 07:32 PM

Hi All! I have a question about referral programs.. I'm working on launching one (still in beta) that requires a customer to sign up to receive a unique referral link, that essentially is a book a demo page with UTM tracking. However I have customers reaching out to ask about a referral program after they have referred someone who is already going through the sales process. Since it's not technically marketing attributed I'm not quite sure how to handle these. Anyone run into this before?

#announcements - August 11, 2023 at 07:27 PM

Will DM you!

#announcements - June 21, 2023 at 08:49 PM

Ohhhh, yes - I pushed HARD for a 3-stop roadshow last year. Love all of @Shannon Howard’s tips for marketing emails. We also leaned on these other strategies to get our customer facing teams involved: • Create unique tracking links for each CSM and a leaderboard to track who is driving the most registrations, then launch some sort of SPIFF program, gift card incentive, etc • Get exec leadership team buy-in to to rally customer facing teams and encourage the entire company to post on social (but esp. LT) • Create email templates and talking points for internal teams to make it as easy as possible to spread the word, give weekly updates on who's in the lead in a public/recognition channel And then for marketing emails (which we did utilize as well), I built out a calendar where our whole audience would get emailed when new speakers were announced, etc and then additional reminders were added for recipients who clicked and/or opened the emails Hope this helps!

#announcements - June 21, 2023 at 08:37 PM

Hi Community! Recently I have gotten some pushback from my LT team on sending out gift cards of a certain amount, due to tax compliance reasons (it being likely to be considered income, if awarded to a person) Has anyone run into this issue before or have any guidance/knowledge on the legalities behind this?

#template-copy-share - May 12, 2023 at 08:43 PM

She did do an episode on referrals (and that was so incredibly helpful while I built out my program THANK YOU @Leslie Barrett 😄 ) Just looking for more specific insights to build out messaging for our other teams 🙂

#template-copy-share - May 12, 2023 at 08:22 PM

Hello! By chance, for anyone with a referral program, do you by chance have positioning, talking points, or email templates for CS and LDR teams to use when working with referral leads? I have built out every other aspect of the program but been feeling very stuck on this part for some reason. Thanks in advance 😄

#announcements - May 12, 2023 at 08:19 PM

At my past 3 companies where I was in customer marketing- 1st one - I reported to Director of Marketing 2nd - Director of Customer Education/Enablement (who reported up to VP of Customer Success), then eventually moved over to Marketing - (in this position I only focused on lifecycle comms, not advocacy) 3rd (current) - Director of Demand Gen When I was at the 2nd company, I really liked being on the same team as all our customer facing teams, it helped with collaboration, understanding our customers more, etc, however I definitely felt on an island since, at the end of the day lifecycle comms is marketing work, CS is a whole different world and job field. On the demand gen team I kind of do my own thing since they have completely different goals, I'm still happy on the team though since it makes it easy to know what everyone's working on so we can repurpose and market each other's work, etc. I do think eventually once I grow out my team though I wll end up reporting to the CMO Whew that is a long winded answer but hope that helps @Mary Green (Owner CMAweekly) happy to chat about this anytime.

#announcements - May 08, 2023 at 04:51 PM

would be super interested in seeing that @Amanda Schulte if you wouldn't mind sharing with me as well 😄

#announcements - March 23, 2023 at 05:09 PM

Oooh! Would love the recording if it's available!