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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. Difficulty in consolidating data from multiple sources to get a holistic view of the business performance.
  2. Lack of real-time insights into key metrics and KPIs leading to delayed decision-making.
  3. Challenges in effectively sharing business intelligence reports with key stakeholders within the organization.
  4. Inefficient data visualization tools resulting in difficulty in identifying trends and patterns in the data.
  5. Struggles with data accuracy and reliability, causing skepticism in the overall business intelligence results.
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Objectives & Key Results

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

  1. Identify the current pain points or challenges the customer is facing in terms of productivity, collaboration, and visibility within their organization.
  2. Understand the customer's current workflow, processes, and tools they are using to manage their internal operations.
  3. Determine the customer's goals and expectations for using the B2B SaaS product and how they envision it helping them improve productivity, collaboration, and visibility.
  4. Discuss potential use cases and scenarios where the product can be integrated into their existing systems to maximize its benefits and impact.
  5. Establish key metrics and KPIs that will be used to measure the success of the implementation and adoption of the product 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 data integration across different systems and departments, leading to data silos and inefficient decision-making processes.
  2. There might be a lack of visibility into key performance indicators and metrics, making it difficult to track progress and identify areas for improvement.
  3. Collaboration between different teams or departments may be challenging, resulting in miscommunication, duplication of efforts, and reduced overall efficiency.
  4. They might face security and compliance concerns related to their data, especially if they deal with sensitive information or work in regulated industries.
  5. There could be a need for better reporting and analytics capabilities to extract actionable insights from their data and drive informed decision-making at all levels of the organization.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the company's current workflows and pain points related to productivity, collaboration, and visibility. Understand their current challenges and how your software can address those needs.
  2. Find common ground or shared experiences with the customer, such as industry events, mutual connections, or similar business challenges. Use these connections to establish a personal rapport and build trust.
  3. Prepare to showcase success stories or case studies related to similar companies that have seen improvements in productivity, collaboration, and visibility by using your software. This can help the customer see the potential value of your solution for their organization.

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