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First Call Custom Brief

Here are some prompts to help you better understand your customer before jumping on that first call.

Right arrow iconPriorities & Pain Points
Right arrow iconObjective & Key Results
Right arrow iconTactical Considerations
Right arrow iconBuilding Rapport
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Pain Points & Priorities

Based on your inputs, these are pain points your customer may be experiencing:

  1. The need to streamline processes and increase efficiency in project management and task allocation
  2. The desire for better visibility into project statuses, team performance, and resource utilization
  3. The challenge of centralizing communication and collaboration among cross-functional teams and external stakeholders
  4. The need to integrate various software tools and systems for seamless data sharing and reporting
  5. The goal of improving customer satisfaction through enhanced service delivery and responsiveness
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Objectives & Key Results

Use these OKRs (objectives and key results) to help your customer find success:

  1. Understand the current pain points and challenges the customer is facing in their implementation process
  2. Determine the customer's desired outcomes and goals for using the software
  3. Assess the customer's current usage and adoption of the software
  4. Identify any roadblocks or obstacles preventing the customer from achieving their desired outcomes
  5. Discuss potential strategies and best practices for optimizing the use of the software within the customer's organization
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Tactical Considerations

Consider these tactics and strategic initiatives your customer may be planning:

  1. They may struggle with ensuring efficient communication between team members across different projects and departments.
  2. Keeping track of project timelines and milestones to ensure timely delivery of projects.
  3. Managing and optimizing resources to ensure projects are adequately staffed and that team members are working on the right tasks.
  4. Ensuring that all team members are up-to-date with the latest project updates and changes, especially in a fast-paced and dynamic environment.
  5. Improving collaboration and visibility across teams to avoid silos and promote cross-functional teamwork.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the customer's company and industry to gain a better understanding of their business challenges and opportunities.
  2. Prepare relevant case studies or success stories that align with the customer's goals and objectives to showcase how your solution can address their needs.
  3. Ask open-ended questions to encourage the customer to share their pain points, goals, and expectations, allowing you to tailor your recommendations and solutions to their specific needs.

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