Customer Success & Sales

March 7, 2019

Evening event hosted at Uberflip (370 Dufferin St., Toronto)

Workshop hosted at Loopio (310 Spadina Ave., Toronto)


2:00 - 5:00 | Workshop (more information below)

5:00 - 6:00 | Break (transportation will be provided from Loopio to Uberflip)

6:00 - 7:00 | Networking, food, drinks, games

7:00 - 7:10 | Opening remarks

7:10 - 7:25 | Community Announcements

7:25 - 7:35 | Fabienne Gordon: How to Rumble with Energy, the secret to successful client meetings

7:35 - 7:45 | Natasha Narayan: CS and Sales - Better Together

7:45 - 7:55 | Daniel Whistler: Avoiding Communication Breakdown

7:55 - 8:45 | Panel Discussion: How CS & Sales Can Support Each Other

8:45 - 9:00 | Closing remarks

Speakers & Panelists


Elizabeth MacAulay-Italiano

Founder & Managing Director



Ed Valente

Head of Customer Success | Sales Solutions



Natasha Narayan

Regional Director, Sales

Gainsight Canada

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Jack Obermeyer

Regional Director, Enterprise



Fabienne Gordon

CS Executive



Daniel Whistler

Director of Customer Success


Workshop (Sold Out)


Perfecting the Sales to CS Handoff

Led by: Elizabeth MacAulay-Italiano

Location: Loopio (310 Spadina Ave)


We will cover: 

  • Why it’s important and the impact on CS and organizations as a whole 

  • How to get Buy-In

  • The 5 Systematic Steps for Creating and Executing the Sales to CS Handover Process 

  • What to do when you don't get buy-in from Sales 

  • Strategy and Tactics for CS Leaders on how to enable their team's Sales to CS Handoff efforts

*There will be a pre-read, which will take approximately 15 minutes and sent out to attendees prior to the event. 

*There will be exercises during the workshop and takeaways for attendees to leave with at the end of the workshop.