This is the last part of a three part series to assist your business’s “Journey to the Top” at Pantheon 2023. This could be the most important part of the series. How, What and When you bring back all this newly acquired information to your team is critical. Let’s look at a few tips that can help with this.
Follow ups from Networking is one of the first things you need to check off. All those new connections and old ones too let's send some notes too. I like these points:
Within 24 hrs to a few days of the Event
Tie follow up to specific meetings or conversations. Provide reminders for context…”When we met at Pantheon, we talked about wraps”
I really like the idea of thanking them for their time and conversation with me & then telling them how it's helping you.
Connect through Social Media, I prefer LinkedIn first.
Email & Text are solid options
Keep this first follow up contact short and sweet.
Review Expenses & close out any expenditures, reimbursements and or other financial implications from your trip.
Journal about your Pantheon Experience and maybe ask company attendees to do the same. This can help you with valuable information for next year's event planning and as well as a nice resource when needed.
Upon Return you're Hyped but your team is not…..YET. I struggled with this in my first years of business. I would come back extremely hyped and ready to tackle the world and my team was not ready for me. So remind yourself and those who attended Pantheon this. Next let's discuss some ways to present everything you gained from Pantheon that will create buy in and more importantly action.
Wrap up Discussion/Meeting is the first step to organizing a method to all the great things you are bringing back to your team.
Organize and Create a presentation for your team
Make sure all Pantheon attendees have a part in this role
Discuss the details, parties involved and value of why it makes sense for your company
Field questions from you team about what you have brought back
Create your EOS/ Rocks list to prioritize anything that your team would like to implement.
Most important: Biggest Impact on your business
Low Hanging Fruit: Value items that can be done easily
Nice to haves: Focus after first rocks have been moved
Teach the Team who didn’t go to Pantheon, your rocks. Now that you have organized, prioritized and measured the things you want to implement, it's time to teach back what you've obtained.
Start with the why
Why it helps them specifically
Why it helps our customers
Why it helps our Company
Start Slow with any change management
Set Goals, KPI’s, Timelines & assign Responsibilities
Train One first, then the rest of the team
Make it fun, Make it a game, even reward for it
Get Feedback and adjust if needed
Attending Pantheon can be an incredible experience and an important tool to improve many critical areas within our businesses and of course in our utilization of ServiceTitan. At my previous business we attended 3 Pantheon events all improving or contributing to more efficiency, automation and utilization. I hope you enjoyed this 3 part series on how to maximize your time at Pantheon 2023 and guide your business’s “Journey to the Top”.
*BONUS PRO TIPS
Send a follow up email to Chris Hunter telling him you would like to take advantage of his offer at Pantheon 2023 to go fishing with him. Really just joking here, not even sure he has a boat. All jokes aside, if you did get the chance at Pantheon to connect with Chris ask him this: What were some of the most important business procedures or work flows that made them so successful.
If you were lucky and met Angie Snow, one of our most famous LadyTitans. Reach out to her and ask her to call your business and evaluate your CSR quality. That's a Joke LOL, if you're actually thinking about this right now, maybe you should listen to your own recordings in ServiceTitan…just sayin!
If you still can, contact her and Ask Her this: What are her top 3 KPI’s (Key Performance Indicators) I should be looking at with my CSR department?
Well folks that's the wrap on Pantheon 2023 “Journey to the Top” We thank you for making this year's Pantheon unforgettable! I look forward to seeing you all next year!
Please Let us Know: In the Comments section below, let me know where you all think next year's Pantheon should be!