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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. Priority number one is likely to be ensuring that the software they are using is performing as expected, and that any problems that may arise are quickly and easily addressed.
  2. Finding ways to increase efficiency is also likely to be a priority. They may be looking for ways to better manage their workflows, streamline processes, and optimize their team's use of the software.
  3. Ensuring the security and reliability of the software is also important to ensure any personal and confidential information is not compromised.
  4. Automation of specific tasks can be a great way to save time and help their team stay on top of their responsibilities.
  5. Finally, they may be looking for ways to leverage the features of the software to provide better customer service experiences for their clients.
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Objectives & Key Results

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

  1. Identify the customer's current issues with collaboration and visibility
  2. Create a successful onboarding process to help the customer integrate our software to their organizational systems
  3. Set objectives and key results to measure customer success with our platform
  4. Prioritize customer goals and develop strategies to help them reach said goals
  5. Provide insights and advice from our product to help customers streamline processes, align teams, and demonstrate the ROI of the software
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Tactical Considerations

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

  1. Overall need for greater customer support and satisfaction
  2. Efficiency in the process of onboarding new software
  3. Leveraging existing features to improve user experience
  4. Ensuring data security and privacy of customer data
  5. Innovative solutions to reduce high operational costs
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Initiate a short, casual conversation to help put the customer at ease and establish a connection. This could include inquiring about recent activities or experiences they had, recent successes they may have experienced, or any current challenges they may be facing.
  2. Invite the customer to explain the company's goals, objectives, and/or challenges they are facing. This will help provide a clear and comprehensive understanding of what the customer needs, and will help guide the conversation.
  3. Explain how your product can help them achieve their goals and objectives. Use language and examples that are meaningful to your customer, and make the conversation as relevant to them as possible.

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