Lacey Butler

Hey everyone! I missed this thread but was this recorded by chance? Would love to listen and learn :)

Love the idea of working on presentation skills and storytelling :)

Ah I totally missed this! If I register now, will I get on-demand access?

I’ve done both: in scenarios where we book, I ask the customer if they have preferred flights (and FF numbers) and work with a travel agency to set it up. The ticket is issued to the customer, so they can make modifications, check in on the app, et al. And Rebecca— yikes, I’ve been there. I know this is a big pain and not the best experience for your customer but hopefully it was smoothed over and now you have oodles of ways to avoid it in the future ☺️

Out of curiosity, why didn’t the customer want you to book the travel for them? (Echoing Daniel that Navan is awesome with guest links & the ability to set a budget!) For transport, I’ve done a mix of car service pickups and sending Uber gift cards in advance of the trip.

I haven’t, but I have had customers on calls with Gartner in the past :). Personally, I’m not sure how you would tactfully ask or find customers with Gartner seats (I.e., a customer who pays for Gartner reports, etc). Instead, I’d propose pre-arranged calls with some of your top customers.

You could also see if your AR folks can set up a call where you join WITH the customer to (a) set up intros and (b) make sure the call doesn’t go off course. I agree with getting the questions or topics in advance and having a prep call with your customer(s) to outline the call and what to expect.

(I’ve done this in past roles and it always went over well)