Free Lesson
How to Be the PM Customers and Sales Both Want in the Room
45 min
Oct 21, 2026 1:00 PM
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What you'll learn
Know what job the call needs to do
Decide whether the goal is to sell, learn, deepen the relationship, or resolve an escalation before you enter.
Work the room without overcommitting
Partner with Sales, SE, and execs, hear what matters, and avoid turning one sentence into a roadmap promise.
Turn the call into something useful
Leave with clear follow-ups, stronger customer trust, and signal your team can actually use.
Why this topic matters
An enterprise customer call is not the same as user research. You might be there to help win a deal, understand a problem, deepen the relationship, or handle an escalation. You’re also in the room with Sales, SE, and sometimes execs, so one loose sentence can turn into a roadmap commitment. The key is knowing what the call is for, playing the right role, and leaving with something useful.
