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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. Educate on best practices to ensure that the software meets the company's goals and objectives
  2. Assist with optimizing user experience by troubleshooting and suggesting system improvements
  3. Provide regular updates to track progress and address any bottlenecks in the system
  4. Understand the stakeholders goals and objectives and provide advice to help align their system and software needs
  5. Help ensure all data is secure through regular review and by providing safeguards for sensitive information
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Objectives & Key Results

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

  1. Understand the current workflow processes, practices, and tools used by the customer
  2. Identify any inefficiencies or pain points the customer is dealing with
  3. Set objectives and key results to increase operational productivity
  4. Create and implement a collaboration plan that can reach across departments and stakeholders
  5. Analyze and identify visibility opportunities that could be improved for better decision making
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Tactical Considerations

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

  1. Having efficient data management, including ability to select and quickly update relevant data
  2. Creating a unified platform and data tracking system for interdepartmental communication and collaboration
  3. Maintaining security protocols that ensure secure data exchanges from remote users and systems
  4. Developing user-friendly dashboards and visualizations to enable fast decision-making
  5. Implementing automated processes to reduce the time and resources needed to manage multiple software systems
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Ask open-ended questions to gain a better understanding of the customer's current challenges and existing infrastructure.
  2. Share a few success stories of similar businesses to highlight the tangible value your product can provide to the customer.
  3. Listen closely for areas to provide potential solutions and demonstrate thought leadership.

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