Kathleen Connelly

#jobs - March 14, 2025 at 06:19 PM

congrats, julie! we just hired for our team as well. 🙂

#general - March 14, 2025 at 06:02 PM

huge thank you to everyone who took the time to share your experiences! this was exactly the kind of insight i was hoping for 🙂 truly appreciate your input.

I love the idea of cold calling sprints -- as a former salesperson, i do understand the value of connecting with someone over the phone vs. email! HUGE!

Tailoring incentives for ENT/MM customers -- moving with the understanding that they value executive engagement, and product feedback sessions -- it would be GREAT to get our ELT to promote this program.

Using events as a recruiting tool -- while our events are mainly virtual, we have our first Executive Summit coming up and are working with the customer marketing team to incorporate customer advocacy. it would be great to incorporate recruitment into our reference program here.

Creating shared goals with CSMs -- we've already run a $1000 contest with CSMs which wasn't super fruitful. We got a good # of references but were hoping for more. They have been enabled, however, with slides in QBRs and email signatures! We are wary of setting goals with them, however, for obvious reasons

Targeting Fortune 500/Global 2000 customers -- great rec to segment this audience.

thank you ALL for your recs and experience! I value this community so so so much and hope i can return the favor soon. 🙂

#general - March 13, 2025 at 04:26 PM

hey everyone! our team is looking for ways to better engage silver/gold (mid-market/enterprise) advocates in our reference program. Right now, we have plenty of small customers (bronze/iron) who join our community, often motivated by incentives, but they don’t have a dedicated CSM or AM. Our goal is to bring in more larger clients so we can track their participation, preferences, and any reference requests involving them. does anyone have experience or ideas on how to effectively engage mid-market and enterprise customers in a reference program?

here's what we've tried:
• blanket invites to our program (deeto) through various channels (newsletters, in-app messages, emails)
• Competition for CSMs
do we need to change strategy? benefits? share your hacks, wins, or even fails! 🙏😊 tia!

#discussions - November 26, 2024 at 06:55 PM

that's such a great datapoint, it's not something we have access to right now, but i'll see if we can track it moving forward. thanks for the idea daniel!

@Susan Bell 🙂 tagging you here

#discussions - November 26, 2024 at 05:32 PM

ah thanks so much @Joel Primack! Also, we're leaning against incentivizing but I'm sure it would probably help @Perri Chaikof, i'll mention this approach. ty 🙂

#discussions - November 26, 2024 at 03:51 PM

hi joel! ooo i forgot about the higher retention piece! i wish i could find some stats on this, but that's a great start, and i'll reach out to her. thank you!

#discussions - November 26, 2024 at 03:34 PM

hey squad! I'm working on a deck to present to our CSM team to get their buy-in for our new customer advocacy platform, which we are FINALLY rolling out (woo!)

What are the benefits of participating in our customer advocacy efforts for them? We want them to invite their favorite customers. Thoughts?

#general - July 18, 2024 at 07:51 PM

i would love to hear more about the value of a CAB if someone can share! I am proposing it for one of our products and want to be able to specify the benefits to my leadership 🙂 sorry if that's a noobie question

#discussions - June 24, 2024 at 05:51 PM

thank you so much! kathleen.connelly@bonterratech.com|kathleen.connelly@bonterratech.com

#discussions - June 24, 2024 at 05:50 PM

@Amanda Peacock could you share with me as well please? Looking into potentially expanding ours too 🙂 would really appreciate! thank you

#discussions - June 24, 2024 at 05:49 PM

tactful! @Lauren Stefano

#general - June 17, 2024 at 03:49 PM

i just got approved for the CAP summer session, so i won't make it 🥲 thank you so much alexie!

#general - June 14, 2024 at 03:31 PM

feel free to share any selling points hahaha

#general - June 14, 2024 at 03:08 PM

i really want to go with my director! will def be asking for it

#general - June 14, 2024 at 01:55 PM

i would love to join you all if you do end up speaking!

#jobs - June 11, 2024 at 07:41 PM

hey y'all! i hope this is allowed - not technically a customer advocacy role, but if you know anyone who would be interested in contract work and a traffic/project management role, please send them my way! we're hiring quickly 🙂 (must be proficient in Wrike and Bynder). would appreciate any connections - thanks for your help!

#open-share - June 05, 2024 at 05:25 PM

maybe a redundant question but do we get a certificate for completion? or is there an exam? Would love to attend. thank you 🙂

#announcements - May 24, 2024 at 05:14 PM

i'm very sorry to hear that for you, mary 😢 wishing you and your family well ❤️

#general - May 20, 2024 at 08:33 PM

yes, they are a review site! Definitely less traffic on there than the more familiar review platforms, but we used it before we got acquired to diversify our portfolio 🙂

#welcome - May 20, 2024 at 03:39 PM

barcelona!! amazing 🙌

#open-share - May 14, 2024 at 08:22 PM

this is awesome!! even more thrilled about our customer education initiatives now great work