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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:
- Workflow optimization – create clear standards and processes for managing tasks and organizing information in an efficient fashion
- Data / analytics tracking – understand which strategies and efforts are resulting in successful outcomes for the customer
- Collaboration tools – ensure that teams are properly utilizing tools within and outside of the organization to effectively collaborate on projects
- Content production – set a clear plan for content production and distribution to ensure the customer’s message reaches the right audiences
- Departmental prioritization – understand the goals of each department to ensure they are all working together to meet the customer’s overall objectives
Objectives & Key Results
Use these OKRs (objectives and key results) to help your customer find success:
- Understand the customer's current process and workflow - what challenges and/or pain points are they facing with their current setup?
- Explore how our solution can increase team's productivity and enhance collaboration amongst employees.
- Discuss how our solution can provide visibility into key success metrics & KPIs.
- Identify ways to increase customer engagement with their B2B & B2C audiences.
- Explore potential cross-functional opportunities to maximize the customer's ability to utilize our solution.
Tactical Considerations
Consider these tactics and strategic initiatives your customer may be planning:
- Having an effective system in place for tracking student engagement and managing communications with prospective students.
- Creating marketing strategies that drive optimal enrollment and retention.
- Being able to easily disseminate course information and updates in a timely manner.
- Managing complex data sets such as student records, financial information, budgeting, and cost control.
- Accessing and aggregating data across departments and platforms to create actionable insights and reports.
Building Rapport
Suggestions for an effective first call and any future calls:
- Conduct some initial research on my customer's current organization, challenges, and goals they are trying to achieve.
- Develop an agenda and ask probing questions to gain further insight into my customer’s needs on the call.
- Establish a trusting and friendly rapport with my customer by breaking the ice and being personable.
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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.
