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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:
- Developing a collaborative and cohesive environment within the software team and ensuring everyone has transparency on progress and development.
- Prioritizing customer ticket and request resolution from the company's software.
- Creating a roadmap to success for countries across multiple software products.
- Ensuring utmost customer satisfaction when it comes to their BI software.
- Improving the customer's software by implementing continuous and regular feedback processes.
Objectives & Key Results
Use these OKRs (objectives and key results) to help your customer find success:
- Establish a clear and impactful agenda for the meeting.
- Identify current user adoption & which key company stakeholders are involved in the success process.
- Identify which current features of the software are being utilized and which could be leveraged to help the customer reach their objectives.
- Define potential short-term and long-term objectives and key results.
- Clarify customer expectations and goals for future success and collaboration.
Tactical Considerations
Consider these tactics and strategic initiatives your customer may be planning:
- Understand whether there is a need for increased productivity with current employees or resources to fill gaps in employee performance
- Determine the customer's current expectations for collaboration and visibility
- Formulate a plan to provide insights and best practices for increasing customer engagement
- Identify possible integrations with existing customer software to better serve customer needs
- Develop approaches to measure the impact of customer success initiatives
Building Rapport
Suggestions for an effective first call and any future calls:
- Gather as much information as you can on the customer’s business and their current situation, needs, objectives, and goals. Ask questions to better understand the customer’s objectives and requirements.
- Provide a brief introduction of yourself, your team, your customer success strategy, and any additional stakeholders who might join the call.
- Leverage the customer’s existing knowledge and demonstrate that you have done your research into the industry, the customer’s business challenges, and their potential solutions.
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The content in this report was generated by ChatGPT. Recommendations may occasionally include incorrect information, harmful instructions, and/or biased content.
