ReadyTalk at LegalTech NY 2016: What We’re Looking Forward to!

We’re braving #WinterStormJonas next week for LegalTech NY, and it’ll be worth it! All things legal will be crammed into three days from February 2-4 at the New York HIlton Midtown and other venues. The place will be buzzing with 17 tracks of seminars around startups, cybersecurity, Big Data, information governance and more!

You can imagine how hard it would be to choose which sessions to attend, but we’ve got the scoop for you. Here are our most anticipated keynotes and sessions:

Day 1, Keynote Panel Discussion: “How is Technology Used in Today’s Courtroom and Cases?”

When: Tuesday, Feb. 2 (Day One) from 9:00-10:00 am – OPEN TO ALL
What You’ll Learn: The panel of United States judges describes what they are currently seeing in their courts regarding big data, analytics, eDiscovery and other technologies. Discussion points include:
– How are today’s attorneys incorporating these technologies into their cases?
– How does managing Big Data and analytics proactively and employing eDiscovery benefit the litigation process?
– How do judges view emerging technologies such as products that provide judicial intelligence, including the use of predictive analytics in order to gain insight into judicial behavior?
– What does the future legal technology landscape look like and how should we prepare?

Day 1, Session, Track 6: “How is the New What: Re-Thinking Legal Work”

When: Tuesday, Feb.2 (Day One) from 10:30-11:45 am
What You’ll Learn: This session will address a fundamental shift caused by the impact of technology on the practice of law. The real technology innovations today are not about the speed, efficiency, or cost of what lawyers do. They are all about re-thinking how legal work is delivered in the first place. It will take a long-term view of a wide variety of technologies and aspects of change in the industry, including the structure of legal work and legal services organizations.

Day 1, Session, Track 3: “Legal Technology: What’s That? The Newest and Coolest in Legal Technology”

When: Tuesday, Feb. 2 (Day One) from 2:00-3:15pm
What You’ll Learn: An all-star group of experts will discuss what emerging technologies we could expect in the next few years. We’ll predict the future of everything from the Internet of Things, the latest in Microsoft software, security problems/innovation and technology developments that will impact the legal industry.

Day 2, Keynote Presentation: “Cybersecurity and Data Espionage:Spy Stories for Lawyers”

When: Wednesday, Feb. 3 (Day Two) from 9:00-10:00 am – OPEN TO ALL
What You’ll Learn: Think your electronic information is safe? Think again. In today’s environment, every organization’s private and confidential information faces vulnerability to attack. The cyber-thieves targeting your data are sophisticated, brilliant, devious, and technologically advanced. They are modern-day spies.
In what promises to be one of the most exciting keynote presentations of Legaltech, come hear Eric O’Neill—inspiration for the hit movie Breach—describe how he solved a string of cyber-crimes and took down Robert Hanssen. Eric will use his real-life spy stories to show us how lawyers can deploy careful diligence, counter-espionage techniques, and restraint in social media to help minimize cyber-threats. Whether under attack from spies, hackers, hacktivists, or trusted insiders, every organization can learn from Eric’s experience.

Day 2, Track 3, Session: “Seamless Marketing Content, Technology and Analytics for Optimized Client Journeys”

When: Wednesday, Feb. 3 (Day Two) from 10:30-11:45 am
What You’ll Learn: Client Advisor Michelle Woodyear and Product Director Toni Minick will provide a framework for developing and implementing a comprehensive digital marketing strategy that supports a wide range of technologies including CRM, broadcast email, website, blogs, pitch and proposal system, dashboard and analytics, and social media.
Then, see how—with relationship mapping and analytics—you can move from the jumble of big data to useful metrics that help you optimize your clients’ journey. Analyze wins and losses; compare success rates by segment to find data patterns; understand the typical cadence of your opportunities; see which clients you’re losing, and to whom, to improve your positioning; know your marketing ROI—and what’s bringing in the right opportunities; and, translate historical data into trends to better forecast and predict. Today’s clients are media savvy, and you need to be a step ahead of them on their journey.

What sessions are you looking forward to the most at LegalTech New York?

Stop by the ReadyTalk booth #1319 to say ‘hello,’ and don’t forget those warm winter coats!

Advocacy Programs are on the Rise – Are You Part of One?

Recently, I’ve been invited to be part of a couple of advocacy programs from Marketo and Cloud Elements, and, I have to say, it makes me feel a bit special! If you aren’t as familiar, advocacy programs are a bit like an exclusive club…or at least they are marketed that way. You receive an invite to join and then are presented with various challenges that earn you points within the community, and the opportunity to get some cool schwag, or other prizes.

While I’m all for some free stuff from our partners, there are some other fantastic benefits to being part of an advocacy program:

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The community! It’s another way to see what others are up to in your field. What articles are they interested in, where are they participating within the program? You have an additional way to connect with your colleagues that are using the same tools in their day-to-day

The content! There are usually a few articles that are very relevant to my role, or the role of ReadyTalk’s customers. And, what’s even better is the advocacy program asks some additional thought-provoking questions about what you got out of the article to help continue the conversation with others in the community….and probably to prove that you actually read it and earned those points fair and square

The sneak peaks! This part can be really fun. It’s not just a one-way street of getting points. As a member of the program, you might get early access to a new product, or the opportunity to provide feedback on what’s the most important thing to build next. The assumption is, as a member of the advocate program, you have an invested interest in how the company performs and provides the best experience, service and product to you, and others like you.

So, if you’re invited to an Advocacy program, say yes! Take a few minutes to go through the sign-up process and get a few easy wins under your belt. It feels pretty good to earn some of those badges, and see your name crawl up the leaderboard. But, even more importantly, you’re getting more exposure to what’s going on outside your company’s four walls, and having a little fun in your otherwise stressful day.

5 Meeting Pitfalls and How to Avoid Them

5MeetingPitfallsIs your work week full of unproductive meetings? Are you constantly asking yourself, “Why are we meeting right now?” Don’t worry; you’re not alone. According to Atlassian, the average employee attends 62 meetings a month and, on average, meeting participants consider 33.4% of that time wasted.

Some common meeting pitfalls include:

• No pre-planned agenda
• No facilitator
• Having too many people in the meeting
Bad technology

Do any of these sound familiar?

Unproductive meetings are a waste of valuable time, money and productivity. Meetings should be a time for colleagues to collaborate in order to support a common goal or objective.

If your organization runs into these problems, don’t worry; you’re in luck. Download our new flipbook, “5 Meeting Pitfalls and How to Avoid Them,” to help you conduct more effective and efficient meetings.

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‘How To Launch a Product’ Blog Series: Product Marketing 101

Ever wanted to know what it takes to see a product launch from start to finish? This 10-part blog series will chronicle just that. But before we begin, let’s discuss a few different development methodologies – Waterfall, Agile and Lean.


Waterfall development is a linear approach to software development which includes gathering and documenting requirements, design, code and unit test, perform system testing, perform user acceptance testing and fix any issues and then deliver the finished product.  Product launches for this type of development generally take longer than Agile and Lean.  There are fewer of these per year as it usually is a much longer cycle.


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Agile is an iterative approach to development.  This methodology emphasizes the rapid delivery of an application in complete functional components. Rather than having tasks, there are time periods that are called sprints.  Each sprint has a defined time period, usually a few weeks, with a running list of deliverables.  Deliverables are prioritized by the business value as determined by the customer.  As work is completed, it is evaluated by the project team and the customer.  Product launches happen more rapidly with this type of development, so it’s important to get regular updates from Product Management and Engineering on when features or new services are being released.


The Lean process says to eliminate anything that isn’t adding value and only work on what you absolutely need to be doing at this moment in time. Value is defined as any feature that a customer would be willing to pay for.  As Product Marketers, this development methodology moves very rapidly and many features are released as betas, so you need to be right in step with Product Management to set release deadlines that will more than likely include a set of features over a certain time period as the product tends to change or get updated very quickly.  It doesn’t always make sense to do a launch for every little update, but rather consolidate several updates and work with Product Management towards a date to announce them all at once.  


Here at ReadyTalk, we use the Agile methodology. This series will focus on product launches with that Agile development methodology.  So stay tuned for monthly posts including tips, tricks and processes for doing the best product launch for full releases, feature releases and/or new products and services launches.

How to Use Advocacy to Boost Webinar Engagement & Improve Your Customer Experience

Truman TangAbout our Guest Author: Bond has a license to kill. Senior Marketing Manager Truman Tang has a license to create engaging experiences for Influitive’s customers and advocates. He runs Influitive’s advocate marketing program, Influitive VIP.


Marketers often tell me that their top goal is to improve the customer experience.
They know that by enhancing the customer experience at every stage in the customer lifecycle, they’ll boost their brand’s reputation—and drive sales and marketing results.

As a Senior Marketing Manager, Customer & Advocacy for Influitive, I spend all of my time trying to build close relationships with our customers, fans, evangelists and employees. We call this loyal group our advocates. They’re the first people to raise their hands when we need references, referrals or online product reviews.

However, since I can’t physically be where our customers are all the time, or spend all day on the phone with them (I wish I could!), I use two tools to make personal connections with them at scale: an advocate marketing program (run on Influitive’s AdvocateHub software) and web conferencing software (ReadyTalk).

Here’s how we leverage both to build 1:1 connections between our prospects (or future advocates, as I like to call them), current customers and employees.

Engaging customers via webinars and advocacy

In order to turn our customers into passionate advocates, I get them to engage with our brand, content and employees on a near-daily basis through our advocate marketing program, Influitive VIP. In this exclusive online hub, customers are given fun challenges, educational resources, networking opportunities and perks or recognition when they advocate for our brand.

I also find that having live conversations with customers is the best way to show them the real people behind your brand and make your company more human—which is why we use a web conferencing platform to help us build more personal relationships at scale.

Here are three ways we combine webinars with advocate marketing to improve engagement, success and the customers experience:

1. Training customers at scale. We host product sessions—called AdvocateHub Classes—every other week. In these sessions, we feature one of our customers as a special guest. They volunteer to share how they’ve built a successful advocate marketing program using our platform. Our customers enjoy these sessions because they learn from their peers and interact with members of our team, which helps them build a stronger network. We use our advocate marketing program to find volunteers, vote on upcoming class topics and discuss what was learned afterwards in our community.

2. Educating prospects. We’ve created semi-private video chats, dubbed “Coffee Time,” where our current customers talk to a small group of prospects about their accomplishments in advocate marketing. They’ll also answer questions our potential buyers may have. This helps us connect with a number of prospects in a personal way and move deals forward. At the same time, we also make our advocates look like rockstars and help them expand their professional network.

3. Getting advocates involved in webinars. We give our advocates an active role in creating our webinars by asking them to contribute questions or topic ideas in advance. After the webinar, we share recaps of key takeaways, and invite advocates to ask follow up questions, give us feedback and share the recording with their peers. Involving our advocates in our webinars makes them feel valued and keeps them engaged in between webinars. Crowdsourcing ideas from them also makes our webinar content more relevant to our audience—which helps drive attendance.

Bottom line

Webinars and advocate marketing can work hand-in-hand to improve the customer experience from end to end. Webinars help establish personal and professional relationships, while advocate marketing programs continuously nurture these connections throughout the customer lifecycle.

By consistently engaging customers and prospects with both tools, you’ll remain top-of-mind—and drive adoption and retention at the same time.

If you want to learn how to start an advocate marketing program, read this blog.