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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. Managing multiple software subscriptions and integrations can be overwhelming, leading to inefficiencies and data silos.
  2. Ensuring high user adoption rates and engagement with new HR software tools can be a challenge, impacting the success of the implementation.
  3. Struggling to track and measure the impact of HR software on employee productivity and engagement, making it difficult to justify the investment.
  4. Dealing with data security and compliance concerns when handling sensitive employee information within HR software systems.
  5. Seeking ways to streamline HR processes and workflows to save time and resources while maintaining quality and accuracy.
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Objectives & Key Results

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

  1. Understand their current pain points and challenges related to productivity, collaboration, and visibility within their organization.
  2. Determine the specific goals and objectives they have set for improving productivity, collaboration, and visibility in their organization.
  3. Identify any existing tools or processes they are currently using for these purposes and assess their effectiveness.
  4. Discuss how the features and capabilities of our product can address their needs and help them achieve their desired outcomes.
  5. Establish clear metrics and KPIs that can be used to measure the success of implementing our product and track progress over time.
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Tactical Considerations

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

  1. They need to ensure that their HR software is easy to use and efficient to help streamline their internal processes.
  2. They are likely looking to improve employee engagement and retention through effective HR solutions.
  3. They may have a need for better reporting and analytics to make data-driven decisions within their organization.
  4. They may be interested in integrating their HR software with other systems to create a more seamless workflow.
  5. They might be looking to automate repetitive tasks to free up time for their HR team to focus on more strategic initiatives.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Understand their current pain points and challenges within their HR processes. Ask open-ended questions to gather insights into where they are facing the most issues and inefficiencies.
  2. Research their company and industry to demonstrate your knowledge and understanding of their specific needs and challenges. This will show that you are invested in their success and committed to helping them achieve their goals.
  3. Share success stories or case studies of similar companies in the HR software industry that have seen positive results from implementing your product. This can help build credibility and confidence in your solution.

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