Customer Stories

Bringing Mosaic’s first in-person client summit to life

Riley Leight · 3/17/2023

Mosaic client summit with attendees seated at tables during presentation

Mosaic is a strategic finance platform that uses real-time analytics and data to help organizations make faster decisions. They recently planned their first-ever in person client event to debut new product features and build stronger relationships.

We spoke with Caden Duve, Manager, Customer Success, to learn about the planning process and how BoomPop helped make the team’s vision a reality.

“On the day of the event, I didn’t have any stress about the logistics, the venue, or anything BoomPop did for us, which was awesome—I could just focus on what I was there to do.” — Caden Duve, Manager, Customer Success

Building community with customers—minus the screen

Duve is a Manager on Mosaic’s Customer Success team. Building strong relationships with customers is obviously a crucial part of his role, but for the last few years, most of that interaction has taken place via Zoom and other virtual methods.

These digital tools, a necessity at the Covid-19 pandemic, have become the day-to-day norm for many of us. But recently, Duve had an experience that shifted his perspective on virtual connection. “I had the opportunity to meet a couple of customers in person,” he explained. “It made me realize there's nothing more powerful than face-to-face interaction. We spend lots of time with these people on Zoom, but being able to actually sit down, shake hands, grab a drink together, and chat—there’s nothing that can replace that.”

He came to the conclusion that getting more of that face-to-face connection with customers was crucial for his team, and they quickly set out to put an event together to bridge the divide. The goals were to develop community, strengthen one-on-one relationships, and debut the next phase of Mosaic’s product vision and features.

“We've done other events, but this was our first customer-facing event as a company,” he said. “It was important to have a partner who knew the details to cover that we wouldn't.” Between the need for expertise and the short turnaround required to pull off the event, his team decided to seek out an external planning partner to make the event possible—and landed on BoomPop.

Taking the stress out of event planning

Like most events, the planning process kicked off with the Mosaic team laying out their vision and must-haves, then BoomPop’s planners getting to work coming up with options to fit their criteria. “It was hard to choose, in fact,” Duve said, “because there were a handful of options that would've been awesome.” Ultimately, the team landed on a beautiful venue in San Francisco where some of their internal team and a group of clients would gather for a summit to connect and get inspired.

From booking venues and catering to negotiating with vendors, the planning team took the lead on every little detail. “BoomPop took a lot of the stress off my shoulders. It was really nice not having to worry about communicating with the venue at all—I was ultra focused on the content for the day and traveling out there,” he said. “It gave me peace of mind that I had the planning team on it who knew what to do.”

When the day of the event arrived, that stress-free planning gave Duve and his teammates the peace of mind to put their energy into engaging with clients and making the experience as successful as possible. “It ran like a well oiled machine,” he said. “Our customers knew we were putting this together quickly, and the professionalism we were able to showcase was impressive to people across the board. We got glowing reviews from everybody—that's been massively encouraging.”

Unlocking the impact of in person experiences

Knowing the kind of impact he wanted the event to have on customer relationships, Duve’s expectations were naturally high. But both the Mosaic team and their BoomPop partners were able to pull through and make it a resounding success. “It checked every single box and then some. It exceeded my expectations. I feel very accomplished that we got it done and that everyone loved it.”

That success has motivated the team to invest deeper into in-person connections with customers in the days to come. “As great as virtual communication tools are, and as powerful as they are, there's just something special about being in person together,” Duve said. “We're absolutely gonna do future events like this and make them bigger and better. Now we know that it works, we can make it even more impactful.”