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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. Understanding and managing project timelines and deadlines efficiently.
  2. Ensuring effective communication and collaboration among team members, especially in remote or dispersed teams.
  3. Tracking and analyzing key performance indicators to measure the success of projects and initiatives.
  4. Managing tasks and priorities effectively to avoid bottlenecks and delays in project delivery.
  5. Implementing tools and processes to streamline workflows and increase overall productivity within the department.
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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 the customer is facing with their current processes and tools.
  2. Determine the customer's goals and key objectives for the implementation of our software.
  3. Identify the key stakeholders and decision-makers within the customer's organization who will be involved in the adoption of our product.
  4. Discuss the timeline and urgency of the customer's need for implementing our solution.
  5. Define the metrics and KPIs that will be used to measure the success of the implementation and adoption of our software.
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Tactical Considerations

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

  1. Difficulty in managing multiple tasks and projects simultaneously due to lack of a centralized system
  2. Challenges in providing real-time updates and feedback to team members leading to delays in project completion
  3. Struggling to track the progress of individual team members and the overall project status
  4. Limited visibility into the workload distribution among team members, resulting in potential bottlenecks and resource allocation issues
  5. Inefficient communication and collaboration processes leading to misunderstandings, duplication of efforts, and reduced productivity
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the customer's industry, company, and role to understand their pain points and challenges.
  2. Engage in active listening during the call to demonstrate that you are focused on understanding their specific needs and goals.
  3. Share success stories or case studies of similar companies and how they have benefited from your solutions to illustrate value.

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