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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. They may struggle to track the progress and completion of training courses for their employees.
  2. They may find it challenging to ensure that training materials are up-to-date and easily accessible to their staff.
  3. They might have difficulty in monitoring and analyzing the effectiveness of different training programs.
  4. They may face challenges in coordinating training sessions and scheduling resources efficiently.
  5. They may have concerns about measuring the ROI of their training initiatives and demonstrating the impact on employee performance.
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Objectives & Key Results

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

  1. Gain a clear understanding of their current workflow and pain points in the department. Identify areas where productivity can be improved through the implementation of our software solutions.
  2. Educate the customer on the different features and functionalities of our platform that can help streamline processes and promote collaboration among team members.
  3. Assess the customer's current level of engagement with our platform and identify opportunities for increasing adoption and usage within the organization.
  4. Work together with the customer to establish key performance indicators (KPIs) that will measure the success of implementing our solutions, such as increased efficiency, reduced errors, and improved communication.
  5. Create a roadmap for onboarding and training that will ensure the customer's team is properly trained and equipped to maximize the benefits of our software.
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Tactical Considerations

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

  1. Ensuring smooth onboarding and training processes for new employees to quickly get up to speed with company systems and processes.
  2. Enhancing communication and collaboration among teams and departments to streamline project management and improve overall efficiency.
  3. Managing and tracking training programs for employees to ensure compliance with industry regulations and standards.
  4. Increasing visibility into key performance metrics and data to make data-driven decisions and optimize business operations.
  5. Addressing any technical issues or challenges that arise with the software or tools currently in use to ensure uninterrupted workflow and productivity.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Do some research on the company and their industry to understand their pain points and challenges.
  2. Ask open-ended questions to get a deeper understanding of their goals and objectives.
  3. Show genuine interest in their business by actively listening and engaging in the conversation.

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