Maria Braune

#cabs - April 16, 2025 at 07:15 PM

We aren’t actually recording..but happy to provide a recap afterwards!

#cabs - April 16, 2025 at 01:43 PM

Morning!
As I prep for our next Client Advisory Board meeting (next week!), I wanted to share an exciting update. We’ve booked an incredible speaking duo from GenGuru—a father/son team who will be talking to our HR and Payroll leaders about the multi-generational workforce.
I’ve been so impressed with their prep, the data they’re bringing, and the relevance of their content—it’s going to be a timely and impactful conversation. I know our members are really going to love it!
This topic is relevant to everyone—no matter your role—because we’re all working across multiple generations every day. It’s one of those sessions that gives our members something truly tangible to take back to their teams.

#general - March 25, 2025 at 01:31 PM

Hi Holly! We just signed with and gearing up to go live with Deeto! Super easy integration with Salesforce and beyond easy to customize Deeto to your brand look and feel.

#general - March 25, 2025 at 01:29 PM

Here is one more example of our page <@U07U1ME4ML0> - https://www.dailypay.com/pioneers/

#general - March 14, 2025 at 06:38 PM

Curious @Irwin Hipsman on the group reference calls. Did they open lines for this or was it more of a webinar presentation. I ask b/c we did something similar and it was a hit but we did a webinar style so that a question wasn’t asked and another prospect thought “oh man, never thought of that” and it could turn them off.

#general - March 03, 2025 at 08:56 PM

AMAZING! Thank you <@U08F66RT0UD> + @Irwin Hipsman!
Follow up - did you have the execs fill out “debrief” docs for every minute or did you have them record so that there was a built in notetaker? Not the most intimate way but does help keep track of the “to do’s”

#general - February 27, 2025 at 06:41 PM

👋! Would love to chat with someone who has either created or is running an existing Exec. Sponsorship Program.
My Q’s would be:
1. What is the criteria for the account to receive an exec sponsor?
2. Who within the account is speaking to the exec sponsor? Is it the same contact as the Client Success person is speaking with?
3. How many accounts do you have each sponsor assigned to?
Thanks!!

#announcements - February 27, 2025 at 02:34 PM

Happy to help out with <#C07JY264D6D|> @Mary Green (Owner CMAweekly)!

#discussions - February 18, 2025 at 07:57 PM

Another no for me! We keep a private club type of vibe 🙂

#general - February 13, 2025 at 08:02 PM

@Karen Thomas - we just signed - so happy to chat!

#general - January 31, 2025 at 10:01 PM

@Lauren Turner - that is MAGIC! Thank you! And thank you @Shannon Howard! Quick follow up - do you split/ segment any of this on deal size or industry to just straight sales goals?

#general - January 31, 2025 at 08:13 PM

👋! I’m setting targets for this year’s Reference Calls and Referrals. Does anyone have standard goals they’re aiming for? I’d love to chat if you do!
Are you basing your targets on the projected number of closed sales deals, or do you maintain a set number of available clients for reference calls? Similarly, for referrals, are you setting quarterly averages for how many you aim to provide?

#general - January 15, 2025 at 02:00 PM

@Jaz Cuevas - we have been researching and interacting with Deeto and I have to say - they are great! We are almost to the finish line on budget and they are my #1 pick.

#discussions - December 06, 2024 at 05:38 PM

• 1 to the NDA and we also do a media consent b/c we have a photographer on site with us that also pulls b-roll for us. We have had great luck in securing video interviews also during the meeting.

#jobs - December 06, 2024 at 05:36 PM

Hello and Happy Friday!! Is there anyone here that has experience with coding/ designing emails within Marketo? We are looking for a freelancer and wanted to throw it out here first to see if there were any takers!

#general - November 08, 2024 at 03:56 PM

We are looking at Deeto.io - totally recommend you giving them a look.

#general - November 07, 2024 at 01:36 PM

Morning! for those of you that offer certifications - do you have a landing page that I can take a look at to show our studio team?

#general - October 03, 2024 at 03:06 PM

@Laurie Timms - just completed for you!

#discussions - September 30, 2024 at 12:49 PM

Hi @cecilia Wainio - we work off of custom objects in Salesforce - happy to share with you what we built and the report that our Rev Ops team built also.
We have drop downs for the activity and also associate with the CSM that owns the account. Also a notes section just in case more detail is needed along with a date tracker.

#general - September 10, 2024 at 12:55 PM

Thanks @Lauren Turner - when you say in - product prompts - are you just providing a link to the channel or do you have them fill out a form?
Understand where we should be promoting, but just curious in what format you are using to get them signed up!

#general - September 09, 2024 at 07:43 PM

👋! Speaking of community…how are you inviting clients to join your community?
We will have some of our CSMs send over a link invitation but I would also love to know if anyone is using a form of some sort.

#welcome - July 16, 2024 at 06:14 PM

@Stephen Guerra - echo @Taylor Page’s sentiment - also from Atlanta and happy to see you here!

#discussions - June 28, 2024 at 03:13 PM

Sounds like @Joseph Do and I are running it similiarily! Definately recommend the Slack integration so if you have key stakeholders they get a notification that a request has been submitted. We take the initial request and depending on key fields they fill out it can then be duplicated on a different teams board without us having to manually move it around.

#open-share - June 18, 2024 at 06:41 PM

Hi! Our situation may be different from yours but we send our CSAT out quarterly and then reach out to those that were detractors in the NPS section to chat through their overall thoughts/ feelings.
If you are just sending the NPS after interactions - you could possibly build out different buckets of detractors and then just interview a few that fall into those different buckets.

#announcements - May 24, 2024 at 04:54 PM

So sorry @Mary Green (Owner CMAweekly)! Please take care and big hugs!

#jobs - May 13, 2024 at 06:38 PM

No worries - but unfortunately the position has closed and they are in the offer phase @Kelly Diamond

#jobs - April 24, 2024 at 01:39 PM

@Kelly Diamond - only one way to find out - if you can have her contact me at maria.braune@dailypay.com|maria.braune@dailypay.com - I will submit her resume!

#jobs - April 17, 2024 at 04:25 PM

Hi! Posting for a role that is around CS Enablement vs Customer Marketing/ Advocacy but wanted to make sure the community was aware of it in case there is interest. This role will be considered for remote - NYC preferred. I will be part of the interviewing process so let me know if you want to talk more about the role! https://www.linkedin.com/jobs/view/3901154927/

#jobs - February 16, 2024 at 07:45 PM

@Jennifer Lyons - did you happen to see this? The Atlanta part stuck out to me 🙂

#announcements - January 16, 2024 at 05:21 PM

@Sharon Rosa-Bohrer - first - GOOD LUCK!!
I would ask questions around how they are set currently for segmentation and personalization. This might help to determine if there are any gaps that you might face when it comes to sending the right lifecycle messages to the right person.
I would also ask what their expectations are - this will help you understand what they are expecting from this program.
I would also ask who the biggest champions are within the organization when it comes to this role. Meaning - will you have support from the Client Success team?

#announcements - January 03, 2024 at 08:00 PM

Works for me also!

#announcements - January 02, 2024 at 07:30 PM

Hope everyone had the most amazing holiday and were able to enjoy some time with friends/ family and lots of time to relax!
Question for you all as I look to increase exposure into our advocacy program internally - what tools are you all using to ensure that your program is fully transparent and folks are able to see what you are working on? We are working on a global calendar and creating a committee of Product/ Marketing/ CS/ Events folks that will play “gatekeeper” of their own teams. I am hoping that this will help to increase transparency but wanted to see what else everyone is doing!

#open-share - December 29, 2023 at 05:10 PM

This is great @Shannon Howard! Going to utilize this for the slides I am building for our CSMs for upcoming advocacy events.

#announcements - December 26, 2023 at 09:10 PM

@Ari Hoffman - happy to jump into this conversation because we are in the financial sector and follow some pretty strict compliance protocols so its not necessarily getting the stories but having our own internal legal/ compliance team approve our client stories can be a long process.

#open-share - December 05, 2023 at 02:51 PM

Looks so good @Rebecca Grossman!

#announcements - November 16, 2023 at 02:52 PM

@Bree Bunzel - Just a few comments as we are knee deep in our upcoming CAB.
• We hold 2 in person meetings a year - 2 virtual meetings with more of a specific theme around something we discussed in the in person meeting.
• On zoom we only meet for about 60 minutes and provide pre - reads of the meeting
• We started recruiting (if needed) about 3 months prior to the meeting. This allows time in case someone drops and we need to fill that seat
• We have our members sign a media release - this way anything that we capture in the meeting could possible be used for video references and such
• We don’t have any type of membership criteria - at least that we share with the member 🙂.

#announcements - November 07, 2023 at 09:20 PM

Great insight @Michelle Lee! I am hoping we can move our CSAT/NPS to a more omni channel approach where we catch you in our admin portal or via email if you aren’t a portal admin. Basically find where you are instead of guessing where you might respond to us from.

#announcements - November 06, 2023 at 10:07 PM

Hi! CSAT question(s) for you all!
1. How often are you sending? Do you send quarterly or after a specific event?
2. If sending in bulk via your ESP - what do your open rates/ click rates look like?
Appreciate hearing what you all have to say!

#welcome - October 19, 2023 at 02:15 PM

👋 Hi @Kat Breeggemann - also located here in Atlanta (Roswell area). We need to all meet up!

#announcements - September 28, 2023 at 02:40 PM

We luckily haven’t had anyone that we have had to pull - but we have told the Reps if they feel like it might not go well to have a backup plan ready (meaning another client), and we can always let the client know that the reference call wasn’t necessary anymore.

#announcements - September 28, 2023 at 02:34 PM

Hi @Meg O'Hearn - once we have secured the client - the sales rep will have a quick 1:1 with them to discuss who will be on the call and the main topic the prospect is interested in. The Sales Rep will then let me know if they see concern or not.
We also record the reference call so I have had the opp to go back and listen to get a feeling of them being the right advocate for us.

#announcements - September 26, 2023 at 03:44 PM

How do you keep your messaging personalized to either the stage the client is in, product/ service they have or even industry. Basically any personalization tips!

#announcements - September 26, 2023 at 02:53 PM

Customer journeys = Salesforce disaster…we have some old automations so having to peel those back and ask for changes…we all know how that goes with SF admins!

#announcements - August 29, 2023 at 02:41 PM

Anniversary + Milestone recognition (reached a particular standard with the product/ service)

#open-share - August 23, 2023 at 01:50 PM

Doing the same @Kevin Swecker! My Salesforce Admin did make a good point - make sure we make a lot of multi select check boxes 🙂
Would love to see what you have created and happy to share the layout that I was thinking of also.

#announcements - August 23, 2023 at 01:47 PM

@Scott Stransky - count me in too!! Would love to hear how you did this.
@Michelle Cloutier - I am in the SAME boat with no budget but everyone wanting to work with our clients unaware that someone else is doing the same project or outreach 🙂.

#announcements - August 18, 2023 at 06:44 PM

UGGH, I missed it! Any recaps available ????

#announcements - August 17, 2023 at 04:22 PM

Looks like one was posted yesterday by @Nicole Thomas!

#announcements - August 10, 2023 at 08:28 PM

@Amanda Schulte - for the logo permission - we actually have a field within Salesforce that let’s us know how the logo can be used. We built a report for all advocates and that is field is an included column.

#announcements - July 20, 2023 at 06:56 PM

@Kathy Sattin - we are frequent visitors to Rehoboth Beach and absolutely love it. My husband went to the UofD - go Blue Hens!