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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. Gaining visibility into different areas of sales performance, pipeline, and forecasting.
  2. Accelerating the sales process by streamlining information and communications between team members
  3. Increasing the effectiveness of customer onboarding process
  4. Gaining greater insights into customer segmentation and market trends
  5. Optimizing the operational efficiency of customer service teams
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Objectives & Key Results

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

  1. Identifying team challenges and areas for improvement
  2. Setting objectives for the team and individual stakeholders
  3. Developing an effective reporting system related to project goals
  4. Providing suggestions for process changes that will increase productivity
  5. Defining key performance metrics and setting SMART objectives and key results
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Tactical Considerations

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

  1. Efficient planning and scheduling of staff resources among multiple departments/teams to cover complex operations
  2. Ensuring that all procedures and policies, such as HACCP, are followed correctly
  3. Securing appropriate communication between vendors, partners, customers, and staff members
  4. Maximizing profitability and maintaining good margins while providing quality products and services
  5. Developing and maintaining a common understanding and vision for the company among both management and operational teams
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the company and its industry, and make sure to have relevant questions prepared that show your interest and understanding.
  2. Make sure to explain why you are uniquely positioned to help them address their internal needs.
  3. Speak to the customer's pain points in detail and provide examples of how other similar companies have benefited from your services.

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