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

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Center
Who to share with
Relevant email templates
1
Sales
Prospective client
2
Customer success
Exec sponsor check in
3
Customers team
Survey feedback (positive)
Survey feedback (negative)
4
Marketing
Online review feedback
5
Chief of Staff, Customer Success, Sales
Visiting a city
6
Chief of Staff
Advisory board meeting
7
Events team
Monthly dinners
8
Events team
9
Chief of Staff
Third-party event
10
EA
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