3 Email templates for securing customer speakers

6 minute read.

You know that for your executive roundtable to be successful, you need a customer to co-moderate….but you're wondering the best way to make the ask?

We have put together three email template you can use to ask the question, as well as some tips & tricks.

The Regular Customer Speaker

This is for your reliable speaker who you use for your case studies, podcasts, and event speaking slots. The challenge you are facing is burning them out. This is why we recommend the below email along with a little gift to let them know how much you appreciate their support.

Hi <Name>,

<Insert Personalisation Here> - Something about their last event with you, their life, anything to make them feel that is meant for them.

I have an executive roundtable discussion coming up on <Insert problem/topic here>. I was wondering if you would be interested in co-moderating alongside our <insert job role + Name>?

Your role will be more passive. We are hoping you can provide insights on how you solved <roundtable topic/problem> to the other <insert job roles attending>.

The event runs Chatham House rules so you will not be quoted on anything you say as moderator.

The executive roundtable will be held on <Insert date> at <insert venue> from <insert time>.

Let us know if you can help?

PS: Also because you have been such a great supporter of ours we have posted out a little <insert gift - eg. voucher, swag> as our way of saying thanks.

Thanks,

<Your name>


The Long Time Customer, First Time Speaker

This is for that customer you've had for several years. They are a fan ….but you have never been able to deepen the relationship and get them to speak at an event.

It's key to sell the value in positioning themselves to the event audience and making sure it's a soft ask.

Hi <Name>,

<Insert Personalisation Here> - A line about the products they are using, anything so they know it's meant for them and not a mass email.

Would you ever consider co-moderating in one of the <Insert job title> roundtable lunches we run?

We have a roundtable on <insert problem/topic here> in <Insert month>. Due to <something about their experience and that problem> we thought you would be a great fit for co-moderator alongside our <insert job title, name>.

Your role will be more passive. We are hoping you can provide your insights on how you solved <roundtable topic/problem> to the other <insert job roles attending>.

The event runs Chatham House rules so you will not be quoted on anything you say as moderator.

Is this something you could be interested in doing?

Thanks

<Your name>


The New Customer Speaker

This is for the new customer signed this year. Your product is delivering the results your sales team promised. You think you can turn them into a potential brand champion but aren't sure where to start. 

The key here is to gauge their interest in participating in marketing activities by offering a few options (case study, event). It’s often best that this request comes from their point of contact such as an account manager.


Hi <Name>,

<Insert Personalisation Here> - A line saying you have heard they love the product and it's achieving X for them.

Our marketing team was wondering if you would ever consider participating in one of our events or featuring in a case study?

We feel your <use of product/outcomes> makes a great story that <insert job titles> could get value from.

Is this something you could be interested in doing?

Thanks,

<Your name>


Extra Tips

The above emails are always a great place to start and here are some great tips which can also help;

  1. Get Testimonials from your Champion Speakers. Ask your champions about their experiences participating in your events. These can be provided to potential speakers to help them see the value of participating.

  2. Start a Brand Champions Program. Start a program that rewards your customers who take part in marketing activities. Rewards can be exclusive events, giveaways, and even free upgrades.

  3. Make your champions feel the love. Invite them to events, provide introductions to people they may want to connect with or provide the occasional gift to thank them for their support.

Looking to run a roundtable discussion but looking for best practices on how to best deliver?

Get in touch to see if we can help you!

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Virtual Executive Roundtables… are they dead, or do they still have legs?

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Why you should always have a customer co-moderator at your Exec Roundtable