Does anyone have a doc you are willing to share that outlines all the steps (and who is responsible for them) for customers speaking at events? We need to document the process and roles as we have had some confusion recently - I'd love to see how you all are handling it and if you have any good template examples I can share with my org. I'm talking soup to nuts, from identifying the requirements for the customer down to sending a thank you gift afterwards. TY!
Hi . I don’t have anything formally written down, but we have a speaker request form built in Monday that we ask people to fill out for their event. The form asks for the event details, session title and abstract, if there is budget for travel+accommodations, requirements for the type of customer, and how many speakers are needed.
Essentially, we put the ownership of all the event and session details on the person leading it (i.e. Events or PMM) and Customer Advocacy owns securing the customer + sending the gift. Of course, some events have speaker approval processes, so we work closely with the person who submitted the request throughout the process.
