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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:
- Ease of use: As a Manager of a Marketing team, it is critical that the software they use is easy to use so employees can get up and running quickly and efficiently.
- Collaboration Integration: Team members need the ability to easily work together and swiftly coordinate tasks in order to make sure their projects are completed in an efficient way.
- Visibility: It is important for Manager to have a good overview of their team's work and progress, as well as track progress with key metrics.
- Security and Compliance: In this software industry, it is essential for the software to have the capacity to comply with the varying industry regulations.
- Scalability: Software must be able to scale up and down to fit customer's needs as their team and operations change.
Objectives & Key Results
Use these OKRs (objectives and key results) to help your customer find success:
- Develop a better understanding of the customer's current method of operation, including current tools, processes, and team dynamics.
- Define the customer's expected outcomes and areas of improvement with the new collaboration tool.
- Outline the plan for onboarding and training the customer on the new SaaS tool.
- Identify key metrics to measure the customer's progress towards achieving their desired outcomes.
- Establish an implementation timeline to ensure that the customer is meeting their goals.
Tactical Considerations
Consider these tactics and strategic initiatives your customer may be planning:
- Capturing and utilizing customer intelligence and feedback to create better products and services.
- Finding ways to streamline internal processes to maximize efficiency and speed up delivery.
- Developing clear internal policies and procedures that focus on best practices.
- Ensuring continuous product updates and improvements to meet customer needs.
- Implementing marketing automation to save time on repetitive tasks.
Building Rapport
Suggestions for an effective first call and any future calls:
- Research the company background and operations to be sure I'm up to date on the specifics of their organization.
- Research their use of our software solution and any challenges they have encountered that I can help them with.
- Compile a list of questions related to their needs, goals, and desired outcome for our product.
Keep this handy!
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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.
