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

Gainsight Mobile App⁠

and our

Sally Bot ⁠

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