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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:
- Threading collaboration and communication across multiple departments and teams.
- Enforcing processes and governance to ensure consistent, documented outcomes.
- Gaining visibility into resources and workloads to properly recognize and allocate resources.
- Monitoring overall progress against goals and objectives.
- Improving customer service and support as needed.
Objectives & Key Results
Use these OKRs (objectives and key results) to help your customer find success:
- Establish trust through transparency and communication with the customer, and ensure customer is aware of what to expect from the relationship.
- Clearly establish customer's goals and objectives and create a timeline to develop key results.
- Identify areas of improvement in customer's current systems and processes.
- Develop strategies to ensure customer's success with the software, such as on-boarding, training, and customer support.
- Develop a plan to ensure customer's long-term success through product updates, usage/engagement tracking, and advanced feature usage.
Tactical Considerations
Consider these tactics and strategic initiatives your customer may be planning:
- Streamlining processes, making sure systems are efficient and up-to-date.
- Ensuring users understand how to use the product appropriately and how to maximize its potential.
- Improving communication between the organization's members in order to increase productivity.
- Keeping clients up to date on the new features available with the product.
- Engagement with customers to proactively identify areas for improvement.
Building Rapport
Suggestions for an effective first call and any future calls:
- Make an effort to get to know the customer you're speaking with. Ask a few general questions to build rapport and create a sense of trust between you and your customer.
- Recognize the customer’s industry and understand the challenges they face. Explain how you can help them solve said challenges.
- Explain why you’re the right partner to help them succeed and list a few ways you’ve helped other similar customers in their industry.
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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.
