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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.

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Pain Points & Priorities

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

  1. Managing multiple projects and deadlines efficiently.
  2. Improving communication and collaboration among team members.
  3. Tracking and analyzing key performance metrics to ensure goals are met.
  4. Streamlining processes to increase productivity and reduce manual tasks.
  5. Enhancing visibility into team activities and progress on projects.
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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 they are facing in regards to productivity, collaboration, and visibility.
  2. Identify specific goals or targets they have in mind for improvement in these areas.
  3. Discuss how our software solution can address their needs and potentially help achieve their goals.
  4. Explore any existing processes or workflows they have in place and determine where our solution can fit in to optimize their operations.
  5. Set clear objectives and key results (OKRs) for the implementation of our software within their organization to track progress and measure success.
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Tactical Considerations

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

  1. Difficulty in tracking the progress of projects and tasks across different teams and departments.
  2. Lack of visibility into team members' workloads and capacities, leading to potential bottlenecks and resource constraints.
  3. Challenges in fostering collaboration and communication among remote or dispersed team members.
  4. Inefficiencies in managing and assigning tasks, leading to delays in project delivery and missed deadlines.
  5. Struggles in identifying and prioritizing high-impact initiatives that align with the company's strategic goals and objectives.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research their industry and company to understand their specific challenges and pain points.
  2. Engage with their LinkedIn profile to learn more about their background and interests.
  3. Prepare some open-ended questions to show your interest in understanding their needs and goals.

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