Maria Braune

Amy Ng - thanks for sharing this - love it - do you know - when do they send this to prospective advocates? Is this during the onboarding phase or after the client has reached a certain milestone?

Charlotte Weiss - at our last two CABs we have what we call “Client Spotlight”. We have 2 CAB members speak about a current hurdle that some of our clients might be facing that don’t necessarily have anything to do with our product. Example - we work with HR + Payroll Professionals so we had a client discuss how they have advocated and won for outside of the box benefits. I really love this section and now when we ask our members what they are challenged with - and its a big one - we look to our members to help them through it.

Q for you Christopher Dalton - can they also search through video for sourcing or just written testimonials?

hey Tracey Chapple - we are both B2B/ B2C and we structured our referral program around charitable donations due to the fact that we are in the Finwell software world and our legal/ compliance team were not okay with just giving out $$. We have many clients who have their own charity within their organization so it was also a win- win for them b/c they could make the referral + provide $$ for their internal charity. Now, we still have an adoption problem b/c not everyone wants to open up the rolodex but messaging about how they can make a big difference for a charity of their choice.

Congrats Charlotte Weiss!!

Love this one that we did during one of our CAB’s - we have done lots of social with it along with campaigns specific to this industry - https://content.dailypay.com/i/bCOAkcXd73ePLUSSIGNAj65ua4KGf6damFqcMIbYVb8YGuQPLUSSIGNo[…]LUSSIGNPLUSSIGNC3NT___cJUMKvtOlrBpCAHT9FNqVsofRSMqVWxo0q7K

Hi! Director of Client Advocacy and I when I first started 4.5 years ago I was under Brand + then a shuffle put me under CS for several years. Most recently we moved back under Brand. I am really glad though that we had that time in CS b/c it helped to build out some trust with our CSMs.

Alex Mocock - happy to have a chat with you on both of these bullets. I have been with my company for 4.5 years, built our program from scratch and have had to prove my existence several times - which means I can talk to proving you are more than just case studies 🙂.

Okay, I thought it was just me… made me register again and then nothing came my way ..