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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 a high volume of customer inquiries and requests
  2. Difficulty tracking sales team performance and progress
  3. Lack of visibility into customer data and sales pipeline
  4. Challenges in coordinating sales efforts and collaboration among team members
  5. Time-consuming manual processes that impact productivity
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Objectives & Key Results

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

  1. Understand the current processes and pain points in the sales department related to collaboration and visibility.
  2. Identify key metrics for measuring productivity and collaboration within the sales team.
  3. Discuss their current tools and technologies in place for managing sales activities and customer interactions.
  4. Explore opportunities for streamlining communication and improving visibility of sales activities across the team.
  5. Establish a timeline for onboarding and training on new tools or processes to increase productivity and collaboration.
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Tactical Considerations

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

  1. Increased collaboration between sales team members to ensure alignment and shared knowledge
  2. Tracking and managing leads effectively to improve conversion rates and streamline sales processes
  3. Enhancing visibility into the sales pipeline to identify bottlenecks and optimize performance
  4. Improving communication and coordination between sales and other departments, such as operations or marketing
  5. Implementing tools to automate manual tasks and free up time for strategic activities
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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 organization, specifically in relation to productivity, collaboration, and visibility.
  2. Research the Construction industry and understand how B2C companies in this space typically operate and what common needs and pain points they might face.
  3. Ask open-ended questions to engage the customer and show genuine interest in their business and goals.

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