Not Just a Check-in! Key Elements to a Strategic Cadence Call

  • 17 April 2023
  • 3 replies
  • 224 views

Userlevel 4
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  • Gainsight Employee: Veteran Rookie
  • 10 replies

Absolutely THRILLED to be speaking at Pulse for the very first time 😅

I’m talking about the importance of the often much neglected cadence call. This is all about bringing your A game every single day as you work with customers (not just on those Business Reviews, not just just when you need to combat a risk, and certainly not just right before renewal!) and making a consistent habit of building structure and value into your calls. 

You will walk away from this session with some practical tips and habits that you can start taking action on right away to position yourself as a strategic advisor and assure you earn that partner, not vendor designation with your customers.  

I cannot wait to see you all there in May! 🔥

Meet the Speaker!

 


3 replies

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Yay @Ahunt our star CSM gonna be speaking at Pulse.😀🎉🎉...Really looking forward to seeing you crush it…..

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Hey @Ahunt  For your cadence calls, do you let your customers know in-advance that you will be talking about your other offerings?

Userlevel 4
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@aiprakash If you mean by “other offerings” products they do not currently have in their contract then yes I will add that to the agenda if I know we are going to be talking about it and include a one pager and/or short demo video if available in case they want to review that in advance of the call. In that case I am usually checking with their Client Account Manager and looping that person into the call as well in case this means there is a new opportunity.

Depending on the level of interest in the additional product, I may need to submit a CSQL for tracking so we know that lead came from CS and there is spiff that goes to me if it closes. Sometimes as we are problem solving on calls, another product they do not have will organically come up too so I can’t always anticipate it, and in that case it would not have been in the agenda in advance. Let me know if that helps!

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