Guest: Lindsey Traub, Senior Director, Head of Partner Programs & Ops at Simpro

Laura is joined by Lindsey Traub, Senior Director at Simpro. Lindsey began her career as a BDR (business development representative), learned the fundamentals of B2B tech while working in customer success for many years, and eventually moved into leadership by crafting her own role in partnership operations. She is now highly regarded in the B2B and partnerships community.

In this episode, Lindsey shares her framework for preparing for a big meeting with an executive, the importance of communication, and how she approaches driving influence with different groups and stakeholders.

They discuss:

• The journey from BDR to leadership in partnerships


• A (non-cringe) framework to share wins and updates with GTM teams


• How to prepare for a meeting with the C-Suite


• How to handle feedback and avoid defensiveness


• The importance of managing up

Connect with Lindsey Traub:

• ⁠⁠⁠LinkedIn⁠⁠⁠

Connect with Laura Colagrande:

• ⁠⁠LinkedIn⁠⁠


• ⁠⁠Youtube⁠

Timestamps

(00:00) -- Intro
(04:01) -- Crafting a Unique Role in GTM and Partnerships
(09:21) -- How to Think about Influence
(11:58) -- How to Think about Internal Communication
(27:41) -- Preparing for Executive Meetings
(27:57) -- Creating a Concise Talk Track
(28:51) -- Rehearsing to Reduce Fear and Improve Delivery
(30:00) -- Controlling the Conversation
(30:55) -- Handling Defensiveness and Responding to Questions
(34:37) -- Assuming Trust and Understanding Different Perspectives
(36:33) -- How to Get Yourself Mentally Ready for Important Meetings
(40:02) -- Building Rapport and Understanding the Audience
(41:24) -- Life Hack: Video Recording (and Gong shout-out)
(41:41) -- Closing: Influence Shout Out and Rapid Fire Questions

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