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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. One common pain point your new customer might experience is the need for increased efficiency in managing engineering projects. They may struggle with coordinating tasks, resources, and timelines effectively.
  2. Another priority could be improving collaboration among different teams within the engineering department. They may face challenges in communication, sharing information, and working together seamlessly.
  3. Visibility into project progress and status might be a pressing concern for your new customer. They may seek better tools and processes to track, monitor, and report on project milestones and deliverables.
  4. Integrating various tools and systems used by different teams in the engineering department could also be a pain point. Your customer might be looking for ways to streamline workflows and ensure data consistency across platforms.
  5. Lastly, enhancing overall project management practices and methodologies to drive better outcomes and meet deadlines more effectively could be a key priority for your new customer.
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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 terms of productivity and collaboration within their team.
  2. Identify key areas where the customer is looking to improve visibility and transparency within their organization.
  3. Discuss how our software solution can address the specific needs of the customer and provide value in terms of increased efficiency and effectiveness.
  4. Create a roadmap for implementation and adoption of the software within their team, ensuring a smooth transition and maximum utilization of the platform.
  5. Establish clear objectives and key results (OKRs) for the customer's use of the software, outlining specific metrics for success and ongoing improvement.
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Tactical Considerations

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

  1. Challenges in tracking project progress and deadlines efficiently
  2. Difficulty in collaborating effectively with team members located in different offices or regions
  3. Struggle in managing and prioritizing tasks efficiently
  4. Lack of visibility into resource allocation and team workloads
  5. Need for better integration of project management tools with their existing systems
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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 show that you understand their business and challenges.
  2. Ask open-ended questions to learn more about their current processes, pain points, and goals.
  3. Share insights or success stories from similar clients to establish credibility and demonstrate value.

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