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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. Implementing efficient workflows to streamline financial processes and reduce manual labor.
  2. Improving data accuracy and visibility to make informed decisions and avoid errors.
  3. Integrating financial software with other systems to ensure seamless data flow and avoid duplication.
  4. Enhancing collaboration between different departments to ensure alignment and efficiency in financial operations.
  5. Increasing security measures to protect sensitive financial information and comply with regulations.
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Objectives & Key Results

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

  1. Understand their current workflow and identify pain points in their day-to-day operations.
  2. Discuss their goals for implementing the software and how they align with the company's broader objectives.
  3. Provide recommendations on how they can best utilize the features of the software to meet their specific needs.
  4. Set clear timelines and milestones for implementation and adoption of the software within their organization.
  5. Establish key metrics to track progress and measure the success of the software implementation.
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Tactical Considerations

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

  1. They may struggle with streamlining their financial processes and systems to enable faster decision-making and reduce manual errors.
  2. Ensuring data security and compliance with industry regulations could be a top priority to protect sensitive financial information.
  3. Improving collaboration among departments and teams to ensure better communication and coordination in financial planning and reporting.
  4. Managing cost containment and increasing efficiency in their financial operations to maximize profitability and minimize wastage.
  5. Enhancing visibility into financial data and performance metrics to make informed business decisions and forecast future trends accurately.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the company and industry: Before the call, take the time to research the customer's company and industry. Understand their business model, challenges, and competitors to show that you are knowledgeable and prepared.
  2. Ask open-ended questions: During the call, ask open-ended questions to learn more about the customer's specific pain points, goals, and priorities. This will not only help you gather valuable information but also show that you are genuinely interested in helping them succeed.
  3. Share success stories: Share relevant success stories from other customers in similar industries or with similar challenges. Showcasing how your solution has helped others achieve their goals can build credibility and trust with your new customer.

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