Rachel Lurie

Create some sort of request intake form with all the details you need. Highlight very clearly what your lead-time requirement is. Determine what types of events you can support. For example, my team supports tier-1 and corporate events, but we do not support smaller regional events -- our regional marketing team owns those but keeps us in the loop on any customer speakers they source in partnership with the local sales team. We simply do not have the bandwidth to support all the regional events our company participates in. For tier-1 and corporate events that we do support, we require a 2-3 month lead to for customer sourcing / content creation and prep time.

Ohhh that is an interesting idea with the link back to the story! Thanks for sharing 😄

Earlier this year, we considered hosting our Executive CAB in Miami to make it feel more like a "resort experience" ... but we ultimately decided to go with New York as it would provide more opportunities for additional customer meetings in the city. I'd be very curious to hear how you like Miami for your CAB though -- it's something I'd like to consider again for next year! 🌴 Sorry this isn't too help ... good luck!

Just registered! Looking forward to this, as we're currently revamping our case study process at GitLab to be more streamlined and bring stories to market faster (of course, with the help of AI 🤓).