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The Customer-First Toolkit: How I meet 500+ customers a year as a CEO
The Customer-First Toolkit: How I meet 500+ customers a year as a CEO
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10 customer centers
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10 customer centers

Opportunities to find customer meetings are all around you. Here are 10 to get you started.
The 10 customer centers below reflect common scenarios where the Gainsight team finds opportunities for me to meet with customers.
For each customer center, I’ve included the intended collaborators from your team (”Who to share with”) as well as the relevant email template(s) that correspond to that center. For example, the
Prospective client
⁠
center is meant to be shared with your sales team who will likely use the
@Prospective client
⁠
Ghost Note template to create drafts in your inbox.
Note: two of the customer centers don’t have email templates because those conversations typically happen in person or on channels other than email.
Center
Who to share with
Relevant email templates
1
⁠
Prospective client
⁠
⁠
Sales
Prospective client
2
⁠
Existing client
⁠
⁠
Customer success
Exec sponsor check in
3
⁠
Survey feedback
⁠
⁠
Customers team
Survey feedback (positive)
Survey feedback (negative)
4
⁠
Online review
⁠
⁠
Marketing
Online review feedback
5
⁠
Travel
⁠
⁠
Chief of Staff, Customer Success, Sales
Visiting a city
6
⁠
Advisory Board
⁠
⁠
Chief of Staff
Advisory board meeting
7
⁠
Dinner series
⁠
⁠
Events team
Monthly dinners
8
⁠
Company events
⁠
⁠
Events team
​
9
⁠
Third-party events
⁠
⁠
Chief of Staff
Third-party event
10
⁠
Job transition
⁠
⁠
EA
​
There are no rows in this table
⁠


⁠

Ready to jump in? Head to
Prospective client
⁠
.

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