Brittany Burgess

#8-references - March 07, 2025 at 07:39 PM

Ours is very similar to this with a couple of tweaks that I think have changed the game.
For #3 - If they are in our advocacy program, we don't have to reach out to CSMs anymore. We get enough facetime with them that they know us, they expect us to ask them to be a reference, and if the answer is no because they're not happy, they're honest with us. We only ask if it's okay to reach out if we happen to be asking someone not in our program - which is rare.

For #5 - I set up a google sheet that auto sends my email templates through Zapier - that way I don't have to manually fill in an email template - it just does it for me

For #6 - Whomever requested the reference in the first place is CCed on our emails and once a customer accepts, we say thank you and then the requestor does the connecting. We actually ask them to help coordinate an actual date/time so that the call actually happens. If the customer/prospect are left to do it themselves it tends to not happen.

#discussions - June 18, 2024 at 08:12 PM

We are having our web team build it out on our website

#discussions - June 18, 2024 at 08:12 PM

We are also working on something like this right now, but we are also building filters into it so that our customers can dial down by business segment, level of difficulty, persona, etc.

#general - June 18, 2024 at 05:47 PM

TYSM 🙏

#general - June 18, 2024 at 05:10 PM

@Alexie Glover is it too late for me to crash this party too? 🙏

#general - March 06, 2024 at 03:04 PM

I'm sorry I'm late to the game, but yes absolutely happy to chat - bburgess@servicetitan.com|bburgess@servicetitan.com