Customer success meetups


In-person meetups

Never miss out on meetups in your area by joining our Circle page 👇

Let's be honest, Zoom fatigue is real. There are only so many "pleased to e-meet yous" that a person can take before wanting to take it to the next level... IRL.

In-person meetups can provide golden opportunities to network with other like-minded customer success enthusiasts.

Why have a meetup?

The goal of a meetup is to connect our community members outside of our Slack space. Meetups allow members (that’s you) to network, collaborate, and have a pulse on their local network. We welcome professionals at all stages of their careers.

How do they work?

  1. Search for and join your location channel by browsing channels under #___-city
  2. If you’re interested in hosting a meetup in that chapter, contact your Community Manager by sending them a Slack message.
  3. Don’t know their name? Look at the messages you received when you first joined.

How are they set up?

You and your Community Manager will have a chat about the meetup and once approved, they’ll need some information from you as the meetup lead.

How can I be a meetup lead?

  1. Send them a date and time that works for you, and your email address.
  2. Let your Community Manager know your venue of choice in your city.
  3. Your Community Manager will be in charge of the promotional side of the meetup.
  4. They’ll include your name and email as a point of contact for the day on the registration page.
  5. You will be tagged on LinkedIn promotional posts and be asked to share it with your network as well.
  6. You will be given the final RSVP numbers the day before, as well as names.

What does meetup day look like?

  1. Your Community Manager will wish you a “Happy meetup day!” and let you know the final numbers.
  2. This is a reminder to take a photo at the venue to share on socials, tagging your community LinkedIn page.

Interested in hosting a meetup but don’t see a #___-city channel for your area? Let your Community Manager know.

Advice for meetup leads

Choosing a location

  • Usually, bars and restaurants are best.
  • Bookings are sometimes required, so it’s a good idea to call the venue and check that there aren’t any events happening there that day.
  • Final attendees are usually about 40-50% of the final RSVP list.

Before the event

  • Tues-Thurs generally work best near the end of the month.
  • Usually, between 6 - 8pm in your timezone is best for everyone.
  • To make sure we can reach everyone who might want to come, we need about 3 weeks' notice.
  • Picking a date/time/venue yourself is a lot easier than asking the community.

During the event

  • As the lead, please arrive at the venue about 10 minutes before everyone else.
  • It’s a good idea to post a photo of where you’re sitting in the venue to your location channel so that others can easily find you.
  • Take a photo of everyone there and post it on your LinkedIn and your location channel - we love to see everyone together!

What happens after the event?

We’d love to keep the party going! Based on the initial in-person meetup, if there is enough interest, we’d like to support you in continuing regular meetups in your chapter.

Hosting responsibilities don’t have to lie with one person. Feel free to nominate the next host.


1. What about a budget?

For a first-time meetup in an area, we usually don’t provide a budget until we can understand the traction in that area.  If there is a lot of interest, it’s something we can definitely get behind!

2. Do you have any community swag?

That is in the works, watch this space for more information coming soon!

3. Is my title a meetup lead?

That is an informal title we use within the community, but if there is a lot of interest in your area or this is something you want to continue, we’d love to appoint you as a Chapter Lead in our ambassador program.  Talk to your Community Manager to find out more!

4. What if something happens and I can’t make the meetup?

Please let your Community Manager know as soon as possible so that they can let the attendees know and can nominate someone else to lead.