Ways to engage decision makers

Jeff Breunsbach
Jeff Breunsbach HLAdmin, Member Posts: 276 admin
Third Anniversary 100 Comments GGR Blogger 2022 5 Likes
From our CSM Office Hours today...

Ways to engage decision makers, especially when the end users see value but they struggle to convince their managers/senior leaders

@Kristian Sletten
@Ashley Thorpe
@Jodi Nicolli
@Matt Vadala
@Kevin Mitchell Leonor
@Corinne Goldberg
@Diamond Bergeron


  • Jared Orr
    Jared Orr Member Posts: 51
    Second Anniversary Photogenic
    edited October 2020
    Hi Jeff! One thing I have done to engage decision-makers in a similar scenario is by asking one of the end-users who see value in our service to set up an account review with the two of us and the decision-maker. Positioning the call/meeting as an account review makes it sound more important than just a simple "check-in" call. Usually, I'll have some data-proven results that the end-user can present to the decision-maker so they know we will discuss their on-going positive results on the call.

    Jared Orr

    Customer Success Whisperer