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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

Third-party events

Chief of Staff: Help the CEO make the most of third-party events.
My approach to outreach at third-party events
I attend many third-party events, including some swanky CEO boondoggles.
We make sure we are hyper-prepared for these. And when I’m on the spot at the event, I love using our and our specifically to always be able to look up the current health, sentiment, and financial relationship for a client that’s walking toward me.
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How to make the most of a third-party event
My Chief of Staff and I will scour the list to identify clients and important prospective clients. If we decide to meet some, we’ll draft up emails in advance.
Chief of Staff: Identify event attendees that I should connect with and add them to the table below with a note on priority. Include any additional background or preferred questions that I might ask that individual.
People to meet
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Name
Headshot
Priority
Notes
1
Azul Baldwin
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2
Caitlynn Potts
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3
Kyler Ochoa
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