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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. Timely organization of data sources and insights to increase optimal decision making
  2. Stabilizing productivity by overcoming legacy technology barriers
  3. Elevating customer experience with streamlined processes
  4. Improving collaboration via secure platform-agnostic tools
  5. Examining the effectiveness of marketing efforts through comprehensive visibility
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Objectives & Key Results

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

  1. Understand the current challenges faced by the Marketing department or team, their goals, objectives and initiatives.
  2. Identify areas for improvement such as more efficient cross-team communication, resource utilization and visibility.
  3. Gain insight into the customer's desired outcome when using our solutions like reducing time-to-market or increasing overall team efficiency.
  4. Find out how integrating our solution into their existing workflow may benefit their team and how our features can support their success.
  5. Gain a better understanding of their budget, and if they have any existing limitations/restrictions that could be taken into account.
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Tactical Considerations

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

  1. Understanding and optimizing marketing operations for efficiency and compliance with global laws and regulations.
  2. Improving decision-making processes by utilizing data-driven insights and analytics.
  3. Developing communication and collaboration strategies to effectively reach audiences.
  4. Increasing the accuracy, speed and quality of content and content production.
  5. Ensuring the organization is staying ahead of the competition in terms of product innovation and implementation.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Acknowledge the customer's background and experience in the Industry - it shows respect and also demonstrates that you have done your due diligence to understand their background and current needs.
  2. Outline the goals and objectives you want to discuss and review on the call and how they relate to their objectives - this will demonstrate an understanding of their goals and help create a productive conversation towards a common positive goal.
  3. Ask open-ended questions to determine their specific needs and use this as an opportunity to understand their unique circumstances and align your product's offering to their organization.

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