Strategic Alignment Meeting • Approach the meeting as a consultative session, aiming to understand your customer's needs and aspirations fully. • Provide insights and recommendations based on the customer's unique challenges and goals. • Demonstrate your expertise and commitment to helping the customer achieve their vision. • Collaboratively build an action plan that outlines the steps required to turn their vision into reality. Customer Attended Dreamforce Before scheduling the Strategic Alignment Meeting, connect with your Partner Account Manager and Account Executive. First, have an initial conversation with your customer post-Dreamforce. This helps uncover insights, interests, and challenges. Then, align your meeting agenda with their needs. This approach ensures a focused and productive meeting. Sample Agenda Opening: • Express gratitude for the partnership and reiterate your commitment to their success. • Introduce the team members who will be present in the meeting. Current Status: • Encourage the customer to share their Dreamforce experience and key insights. • Discuss their current challenges and top business priorities. • Highlight how Salesforce has been a trusted partner in helping them achieve success. Customer Vision: • Take a look at the customer's current state and how Dreamforce has in昀氀uenced their vision for the future. • Explore the customer's evolved Connected Vision post-Dreamforce. • Dive deeper into the new opportunities that have emerged as a result of their participation in the conference. Make it Real: • Engage in a collaborative discussion about the top value propositions o昀昀ered by your solutions. • Share relevant customer success stories and case studies that align with their vision. Action Plan: • Work together with the customer to create a roadmap that aligns their vision with actionable steps. • Identify key performance indicators (KPIs) to measure progress towards shared goals. • Set clear milestones and responsibilities for both teams. 60