Customer Blog on Meeting Etiquette

Safford Black is COO at Chronicle Graphics, the Denver-based company behind OnePager project presentation software that integrates with Microsoft Project or Excel. This week he wrote a great blog post about the importance of etiquette with online meetings and provided a list of tips. We've included the list but highly recommend reading the details for each item here: http://bit.ly/nxVIvk

  1. Be realistic
  2. Use your calendar

    • Check your availability
    • Set a reminder
  3. Use time zones
  4. Come prepared

    • Complete tasks/readings
    • Test your computer
  5. Arrive on-time (or early)
  6. Cancel early
  7. Offer to reschedule


What else should make the list? Share your feedback.

Taking on Partners – defining the goals and criteria for partnership

For 2011, we set some partnership goals around product integration and the launch of our API. Seems lots of people are interested in integrating webinar data with their critical business systems and so far our partnership goals are right on track.

With the interest in partnerships high, we need to be quick and smart in our decisions. To streamline due diligence the partner marketing team devised a partner profile and a scorecard to rank the prospects and estimate the value of the partnership to ReadyTalk. Most importantly, we recognize that not all opportunities provide good value and classifying our business objectives will help the decision making process. For ReadyTalk we can classify current partner needs as technology and marketing.

So you may be wondering what a partner profile and scorecard consists of. Based on the goals you have established, a clear partner profile and scorecard is easy to create. Below I’ve used marketing partnerships as an example.

Marketing Partners

Set goals. Every organization should define unique goals of their partner marketing program. Is it to generate leads? Build brand? Expand into a new market? Making this choice up front will help define the partner profile. Defining goals will assist in understanding what partnerships are critical to business.

Create a score card for your criteria. Score cards help you evaluate your priorities against what a partner has to offer. Using the profile of your ideal partner, define the desired elements and rank them in order of importance. Build a scale of your choosing. As an example 1-5, with 5 being a required item.

Every business has different needs so your profile will be unique. To start, list the desired criteria, keeping in mind that not all will be viable, so be prepared to live without some of them. Companies that have multiple decision makers on the partner marketing team can have each member rate individually, then review an overall team score.

Consider issues such as:

  • Not a competitor but in the same market and selling to the same decision maker
  • Similar price point, unless your product is the lead or add-on item
  • Complementary products/services
  • Define a new market to enter


Define a rank value for criteria. Setting rank value and understanding the score applied is important. There are several ways to do this, be sure and document how you want a score applied.

 

Example scorecard sample where 5 is the highest ranking:

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Prospect Criteria Rank Value Score
ABC Company Sells to the IT decision maker 5 4
  Product is complementary 4 4
  Target market: healthcare 5 5
Total   14 13


Take a two step approach to researching your prospects. First, identify prospects with the profile in mind and do preliminary research on the company. Mark the scorecard with the information available to the public. Now you have initially prioritized the list. At this point, determine if you want to go forward and make contact with the prospect. A few conversations will help you learn more about the prospect and if there are synergies.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

A great example of a marketing partner for ReadyTalk is cloud based services in the marketing automation systems and in the customer relationship management space where the decision maker is a marketing executive. We can easily build criteria and rank value with this example.

You may be able to see immediately the companies that travel in your circles, if not – contact me and let’s go over options.

Taking a measurable approach to partnerships can help you prioritize your needs and build a strong partnership based on common goals.

The ReadyTalk partner programs are outlined here or you can comment here with questions and your insights into building partnerships.

 

Tracy focuses on channel and partner marketing at ReadyTalk, building out marketing programs to recruit partners and reinforce engagement with them. When she’s not coming up with marketing plans she likes to compete in canine freestyle Frisbee and ride her Ninja motorcycle.

Global Collaboration

ReadyTalk’s audio and web conferencing services play a vital role in our organization’s ability to support volunteers around the world. Reliable web tools and crystal-clear audio help Kiva communicate effectively with global team members, MFI partners, Kiva Fellows, and volunteers.

Rich B.
IT Director, Kiva

Trying to increase your webinar attendance? Check out ReadyTalk’s newest Social Media sharing tools on Conference Center!

Social media is here to stay.

And it keeps. On. Growing.

The three major players, Facebook, Twitter, and LinkedIn, continue to garner the most users in both the B2C and B2B arena. ReadyTalk customers often conduct large webinars on a regular basis for several purposes, such as online training, new product launches, and most often, lead generation and qualification.  This is where social media and webinars marry, since our customers are constantly looking for ways to easily engage with their audiences and increase registrations prior to their event, especially with tools they already use.

To continue our focus on the marketing user, ReadyTalk has added the following social media features to Conference Center to help our customers leverage their own social networks, as well as those of their audience) to expand their reach and drive more qualified leads:

  • LinkedIn Integration for Scheduled Meetings (ReadyTalk already offers automated promotion through Facebook and Twitter)
  • Enable your participants to easily share your upcoming webinar on Facebook, Twitter, and LinkedIn through the registration page and event emails


 

 

As a chairperson, you have the option to turn the ability for your participants to share your event on their social networks at any time.

 

And that’s not all. We’ve also added the ability to add an upcoming meeting to Google Calendar, to help increase the efficiencies for both the chairperson and participants.

Remember to refer to last week’s blog post to learn about some of the user interface changes!

 

Beth is a Product Marketing Manager and works with our customers to understand their needs as they relate to event services and our conference center, which is used to setup the details of our clients' upcoming meetings. Outside of the office, Beth loves to spend time with family and friends, cook, and hit the slopes.