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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. Provide transparency and visibility into the performance of the sales/business development team across pipelines, accounts, deals, and individuals.
  2. Manage customer relationships in order to increase user adoption, customer satisfaction, and retention.
  3. Build custom reporting and dashboards to analyze customer engagement and performance.
  4. Enable easy collaboration across teams and stakeholders in order to make decisions in near-real-time.
  5. Reduce manual, time-consuming processes to streamline the sales/business development operations.
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Objectives & Key Results

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

  1. Increase transparency of customer data, such as lead sources, sales performance, and customer service metrics.
  2. Improve team performance through productivity tracking and reporting.
  3. Enhance collaboration through team workflow solutions.
  4. Optimize workflow by introducing automation solutions or custom integrations.
  5. Offer customer service resources and support to aid in customer adoption.
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Tactical Considerations

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

  1. How to increase visibility of order tracking, customer data and accounts
  2. Identifying opportunities to improve the customer experience
  3. Creating a streamlined process for onboarding customers
  4. Monitoring customer processes for efficiency improvements
  5. Optimizing internal communications within the organization
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Listen to the customer’s concerns - take the time to understand their struggles and objectives that they want to achieve.
  2. Research their industry and company - having knowledge of their industry and understanding of their business model will help to build rapport and trust.
  3. Discuss mutually beneficial objectives - ask them how they envision the solution fitting in with their core values and how it can help them achieve their overall goals.

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