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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:
- Increasing efficiency and productivity by streamlining communication tools or project management systems.
- Improving collaboration by building a single, unified workspace for team members.
- Improving visibility within the organization through more transparency and visibility into project timelines and performance.
- Enhancing employee morale and overall job satisfaction by simplifying and automating time-consuming processes.
- Embracing customer engagement and feedback to ensure product and service value are upheld.
Objectives & Key Results
Use these OKRs (objectives and key results) to help your customer find success:
- Evaluate the current processes they use to develop and launch products and identify potential areas where their workflow could be improved and enhanced with our platform.
- Estimate the time saved and the incremental revenue generated if they were to use our platform.
- Build a clearly defined timeline and budget for incorporating our platform and products into their workflow.
- Discover what collaborative tools they might need to increase visibility between departments, improving internal communication and information sharing.
- Determine whether there are any industry-specific software or data sources that they could benefit from utilizing.
Tactical Considerations
Consider these tactics and strategic initiatives your customer may be planning:
- Tactically, they likely experience a daily need to ensure their company software and systems are secure and their customers' data is safe.
- Strategically, they likely need to increase customer acquisition and retain existing customers.
- Tactically, they might have difficulty revising their existing projects to maximize productivity for their team.
- Strategically, they need to define their data strategy and identify which KPIs to use to measure success.
- Tactically, they likely have a need to understand their software/system usage trends and usage patterns.
Building Rapport
Suggestions for an effective first call and any future calls:
- Research who they are, the products they offer, their customer base, and any current challenges they may be facing so that I can understand their needs, goals, and objectives.
- Create an agenda for the call and send it prior to the call so that we can both have a good idea of the topics we need to cover.
- Open the conversation with an introduction that is catered to them – their goals, needs, and objectives – to demonstrate that I have taken the time to understand who they are and what they do.
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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.
