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What are the best habits to do when working with C-Suite?

2 Answers
Sarah Mercedes (Osborne)
Sarah Mercedes (Osborne)
HubSpot Head of Corporate Sales, West CoastJanuary 25

Be prepared: C-Suite folks are busy people- don't waste their time. Ensure you are prepared for every meeting you have with them. Anticipate the questions you would expect them to ask and have your answers ready to reply with in real time.

Be clear and concise: It goes a long way in terms of how you show up to the C-Suite if you can articulate what you need to say in a clear and concise way. If you are taking the time to prepare, this should be easy enough to accomplish. 

Properly prepare them: If you are running a meeting or call together or simply need your C-Suite's involvement in a deal or project you're working on, it is critical to properly prep them for it. Take the extra time to build out a pre-read that outlines the background of the deal or project, who's involved, the goal of their involvement, what you actually need from them, and in some cases suggested ghost written content (i.e. ghost written email in a deal for exec to exec alignment). Simply put, if you are asking something of them, make it as easy as possible for them to get up to speed and execute on it.

Be confident: The C-Suite are people too! Of course, have respect, but also have confidence in you and make sure that shines through. 

1044 Views
Katie Harkins
Katie Harkins
UserTesting VP of SalesApril 28

Below are the best habits when working with c-level internally at your company:

  • Be consistent
  • Get to know them personally
  • Your mindset should be you're never bugging them
  • Never be afraid to ask for help
  • Check their V2MOM beforehand to know what they care about
  • Put yourself in their shoes and check BambooHR to understand how big their org is?  

Below are the best habits when working with c-level externally during your sales cycles:

  • If you can't read your email on a phone without swipping, it won't get responded to.
  • Keep it short and to the point and easy to read
  • It's all about business impact and the teams you're working with underneath them
383 Views
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