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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. A priority likely to experience is difficulty managing multiple customer accounts and ensuring customer satisfaction.
  2. Priority could also be a lack of visibility in sales performance data, and issues with tracking customer interactions.
  3. In addition, the C-level may be struggling to collaborate with other teams and departments effectively.
  4. A major challenge could also be maintaining an organized communication flow among internal and external contacts.
  5. Lastly, time management in this role can be difficult; finding ways to increase efficiency and productivity with limited resources would be beneficial.
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Objectives & Key Results

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

  1. Develop a better understanding of the customer's existing processes, tools, and workflows within their organization so that you can identify areas of improvement.
  2. Research and assess the customer’s current pain points and develop solutions to improve productivity and visibility.
  3. Work with the customer to create key measurable performance goals that align with success.
  4. Suggest innovative use cases to leverage the product’s features to achieve desired results.
  5. Cultivate a strong working relationship with the customer to ensure continued satisfaction with the product.
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Tactical Considerations

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

  1. Developing internal controls and processes to minimize production costs.
  2. Leveraging the latest technology to maximize efficiency.
  3. Evaluating and automating resource and supply allocations.
  4. Improving customer satisfaction and loyalty.
  5. Reducing operational risks and providing insight to potential areas of opportunity.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the business development or sales processes, any new challenges, and big initiatives the company is currently facing.
  2. Look into any changes that have occurred in the past few months with their team or industry, and how they have had to shift their strategies.
  3. Be prepared to offer keywords or questions to open the conversation when building rapport for a better understanding of their goals and challenges.

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