Exploring Group Reference Calls with Customers and Prospects

Old account - don’t use -Cameron Olshansky · 2025-08-01 23:15:36.706231+00

Is anyone trying group reference calls? Example: A customer joins a call and your sales team invites prospects to join - and the customer answers their questions? If so, would love to chat.

Exploring Group Reference Calls with Customers and Prospects | CMAweekly Customer Marketing and Advocacy Slack

Zylo - Amanda Peacock
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I do 2-4 of these a quarter!
Susan Parcells
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We are working on piloting group references this quarter. After attending the CMA Summit in NY we talked to a couple of people who do this and got some great info. Happy to share what we learned and what we're doing.
Old account - don’t use -Cameron Olshansky
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I would love to learn more Susan Parcells! Zylo - Amanda Peacock what's the turn out like? Do you just have a single landing page that has a couple of dates/options for the prospect to choose from? My biggest fear is having a customer join the call and no prospects show up
Zylo - Amanda Peacock
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so when reg is low I host it as a webinar style where the customer cannot see who is attending/they can only see the questions that come through
Zylo - Amanda Peacock
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each of the ref events are for different targets like Existing business vs New business so they are diff customers each time so a single landing page isn't what we do. I have a theme and just clone/update with the appropriate ingo
Christine Newman
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We are planning to roll these out soon! Zylo - Amanda Peacock, Susan Parcells, Old account - don’t use -Cameron Olshansky would you be open to an informal call to chat about this?
Old account - don’t use -Cameron Olshansky
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Oh interesting Zylo - Amanda Peacock so you do existing customers that get on calls with existing customers? When customers don't show up and you do it webinar-style, do you just use seed questions? Curious to know more about your themes? I'd be open to a quick call if y'all are interested
Zylo - Amanda Peacock
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happy to chat! existing customers meet when there is an upsell group reference call
Amy
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This has also known as "one to many" reference calls and I'm pretty sure there are a bunch of resources, slides, webinars that exist. If I find anything, I'll post!
Jen Doyon
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Hi Old account - don’t use -Cameron Olshansky! I've coordinated many of these and would be happy to share some best practices. We run them as an independent 3rd party and don't allow any vendor contacts on the call--only the reference and the prospects. We ask the prospects to use first name only, get their permission to record, and then have the edited call as a reference asset to share afterward. It's a phone call only, no video.
❤️2
Zylo - Amanda Peacock
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Christine Newman Old account - don’t use -Cameron Olshansky Susan Parcells Tuesday 4/8 2-4 ET or Wednesday4/9 2-3 ET work for me to chat if ya want!
Old account - don’t use -Cameron Olshansky
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Can do Weds 4/9 @ ET! Jen Doyon would you be open to join our call to tell us how things work for you?? Would love to hear about your learnings.
Jen Doyon
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Yes, I can join at that time on Wed! Feel free to send the invite to jennifer.doyon@referentialinc.com
Christine Newman
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Can do that time on Wednesday too. My email is Christine.newman@blackbaud.com.
Zylo - Amanda Peacock
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Old account - don’t use -Cameron Olshansky want to send or me?

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