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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:
- Ensuring operational and freight efficiencies will be highly important. This may involve system automation, improved accuracy, and reduced customer wait times.
- Monitor financial performance, identify trends, and analyze business performance to identify inefficiencies and target areas for optimization.
- Use new technologies and trends to ensure a superior level of customer experience throughout the entire shipping process.
- Implement strategies to ensure compliance with quality assurance and safety protocols.
- Develop streamlined processes for the effective management and tracking of shipments.
Objectives & Key Results
Use these OKRs (objectives and key results) to help your customer find success:
- Understand what objectives the Manager has for their Sales team– are they looking to increase visibility and team collaboration? Are more data-driven insights needed to inform important decisions?
- Determine what size of team they currently have and how the platform could accommodate any potential growth.
- Identify existing processes or technology they are already using that could be streamlined or improved.
- Educate the customer on the features and benefits of the platform, and how it could increase ease and efficiency with team communication and collaboration.
- Gather feedback from the customer after discussing their current problem and expected outcome, as well as identifying the team’s goals for the next 3-6 months.
Tactical Considerations
Consider these tactics and strategic initiatives your customer may be planning:
- Customer needs to find a way to reduce operational costs while maintaining customer satisfaction.
- Customer needs to ensure clear communication and collaboration between staff to maximize productivity.
- Customer needs to build and maintain relationships with vendors and customers to stay competitive.
- Customer needs to stay current on any local, state, and federal regulations that relate to their industry.
- Customer needs to create the best strategies for marketing their services and products to potential customers.
Building Rapport
Suggestions for an effective first call and any future calls:
- Take time to introduce yourself and ask about them - including their title, what they do within the company, and what their goals and needs are.
- Express empathy - to understand their challenges, what's working, and what isn't. Have an interest in what they're trying to achieve and how your solution can help them.
- Be open and offer a listening ear - this sets the tone for further discussions. Ask open-ended questions that invite further explanation, to get a better understanding of their core needs.
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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.
