What are your top requests for new Roundtable Event topics?

The biggest interactive content request we’ve had lately is more virtual Roundtable Events where sellers get together and talk about a particular topic (generally led by a guest speaker.) We’ve had some awesome ones in the past, and now it’s time for some new ones.

What are some specific Roundtable topics you would most want to talk shop w/ other sellers about?

For context, some past topics have included:

  • Asking a CFO anything
  • Doing more productive Social Prospecting
  • Building your personal brand
  • Being a more authentic seller
  • Selling better on Zoom calls

And - worth noting - these Roundtables do not all have to be explicitly sales-related. They can be work/life balance-related, too. :slight_smile:

  • What are some of the Best Practices when it comes to working with the extended Team and quarterbacking an identified opportunity?
  • What are some of the things you learned from your very first job that you’ve taken into your current career?
  • What was the best Account Plan / QBR Deck you’ve ever seen and was actually helpful?
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I second the account plan idea. SSN shared great templates. I’d love to learn from other sellers what we’re the absolute most haves vs. nice-to-haves THEY put on THEIR account plans, and how did they engage with that plan throughout the year.

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I’d love to learn from those experienced with selling into utilities. I know they are notoriously slow, but what are the best practices, tips and tricks in getting in. Can you manufacture a sole source situation, how can you position yourself well in an RFP, etc.

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Working on this Account Planning roundtable idea as we speak! (Hope to have an update soon) :slight_smile:

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I vote for doing more productive social prospecting. I’d love to hear from someone who is successful at it and what are the steps, routines, amount of touches they make. Also, LinkedIn best practices, when to mix in phone calls, direct emails, videos, etc.

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2nd this! I think framing the discussion around must-haves vs nice-to-haves would be great to learn where to focus most of your time

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How can we de-risk new solutions for clients? What resources can be provided to them, how much time should be dedicated to defending/highlighting your solution over potential competitors? How can we help clients feel safe sharing our solutions with more colleagues and decision makers?

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I agree with this. Or perhaps framed as an “integrated campaign” including LinkedIn, mails, calls, targeted advertising. What does that look like…

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I would love to see a topic on improving active listening skills to build trust.

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I think this is a great topic, especially when the majority of meetings are conducted virtually and non-verbal messages are harder to communicate.

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@carlos.oquendo.jr and @feroz.zaveri Happy to report I just locked in a roundtable on Prospecting that I think you’ll both find beneficial. :slight_smile:

Roundtable: “Getting back to prospecting: solutions for better results”
Wednesday, March 6th @ 3pm EST
Guest: James Buckley
RSVP HERE

I started a thread here where you can ask James any questions you have on Prospecting! :slight_smile:

Building on the Account Plan theme, I would love to see and discuss, Close Plans. Is there a Close Plan that Sellers will use ? how can we create using Databook ?

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Thanks for this suggestion, @kirsty.mundy!

Tagging in @jeff.prows, @lakshika.trikha and @sarah.close to take a look at this event/content idea. :slight_smile:

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@Matt.Conley

Just a thought…what if we just had a simple roundtable discussion to talk about many of the topics listed below (ie Account Plans, Social Prospecting, etc). Not sure we need a guest speaker each time, but live collaboration among the members could be equally if not more beneficial.

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I like that a lot, @greg.nishihira! Kinda reminds me of the Power Brunch format. More spontaneous conversation, structured like open office hours.

The addition of a theme feels like a way to center it even more. Great addition to the thread!

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