Tips and Tricks

March 16, 2017 By Anne Piccolo

Make St. Patrick’s Day Even Luckier with

March 16, 2017

By Anne Piccolo

Read More from Anne Piccolo

March 16, 2017

Make St. Patrick’s Day Even Luckier with

By Anne Piccolo
Customer Success Manager

Whether you’re Irish or just like dressing in green, St. Patrick’s Day is one of the luckiest days of the year. The odds of finding gold coins are at an all-time high (even if they’re just chocolate ones!) and even rain holds the promise of a pot of gold at the end of a rainbow. While the holiday only lasts one day, there’s no reason you can’t have the luck o’ the Irish all year ’round. Here are some tips to help every day feel as lucky as St. Paddy’s:

Treat every meeting like there’s a pot of gold at the end

I’m on calls with customers every day, and have learned that even quick check-in calls can turn into huge opportunities. Everyone likes to feel special, and many people have let me know that they appreciate check-in calls so they have an outlet to chat about any new developments in their organization and strategize about how they can better utilize our tools. Sometimes I’ll initially reach out for a quarterly check-in, then learn that they are using in a new, creative way that I can pass on to other customers! If you go in with the right mindset, you can sham-rock any meeting that comes your way!

Find those four-leaf clovers

Spotting an opportunity can sometimes feel like trying to meet up with a friend at the St. Patrick’s Day parade when all they tell you is “I’m the one in the green hat…”

Don’t worry! Be patient, but don’t be afraid to go after what you want. Use’s Outlook and Google Calendar integrations to throw some time on your boss’ calendar to talk about your career development or finally connect with a prospect you’ve been trying to track down. If you’re feeling bold, you can even create a recurring meetings to keep the conversations going at a regular cadence.

Be the good kind of green

Things we want to be green on St. Patrick’s Day: outfits, shamrock shakes, and beer. Things we don’t want to be green: our experience levels. Have a question about how to use a new tool your company is using? Ask on of the experts in your office to use single party recording to make a clean copy of a tutorial to send around to you and anyone else who might have questions. It’s a win-win: they don’t have to field person after person asking for help since they have a copy to send everyone, and you can now become a pro in no time. Don’t be like Liz Lemon, come prepared to show work who’s boss!


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