Developed by the Beyond the E working group, this guide helps SEM coaches facilitate meetings or activities with customers and their own teams.
Techniques
- Personal icebreaker question in chat box (pet questions are the favorite.
- Introductions with personal photos
- Variety of tools and activities to keep & capture interest from various
- Consider collecting feedback from customers on remote tools
- Allow time for one-on-one conversation (human element)
- Using breakout rooms for customers to chat with one another, more one-on-one
Practices
- Spend time at the beginning briefly explaining platform
- Designate someone with sole responsible for managing the technology- helping participants, checking questions, etc.
- Send slides out in advance for those who cannot access the platform