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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. Increase awareness of current processes - Make sure my customer is aware of their current processes (both technology and manual) and why those are in place.
  2. Analyze and streamline current processes - Help them identify potential areas where processes can be improved, streamlined, or automated.
  3. Develop data-driven strategies - Enable my customer to make informed decisions about their marketing activities based on collected analytics.
  4. Develop measurable goals and objectives - Establish clear goals and objectives for organizational departments/teams to understand their overall objective and success metrics.
  5. Increase reporting and visibility - Introduce tools that bring together all of their data into a centralized dashboard where they can track the success of their campaigns.
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Objectives & Key Results

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

  1. Assess the current processes and technologies used in the Marketing department and identify potential pain points and opportunities for improvements
  2. Understand the desired outcome of the team in terms of productivity, collaboration, and visibility
  3. Suggest a product feature roadmap tailored to the team's specific needs
  4. Work with the team to create clear objectives and key results that will help measure success against product goals
  5. Provide resources, support, and guidance to ensure team members have the tools and knowledge to be successful in leveraging the product
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Tactical Considerations

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

  1. Developing strategies to increase customer engagement with their products
  2. Leveraging data to more accurately depict customer actions
  3. Increasing collaboration between departments in order to better handle customer requests
  4. Improving customer service times such as making transactions easier and faster
  5. Enhancing their marketing to maximize conversion and acquisition of customers
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the team/organization I am speaking with so I have an understanding of their goals and objectives.
  2. Highlight common interests or experiences that I may have with the team, so we can build rapport through shared interests
  3. Begin the call with an open ended question to get insight into their overall preferences of how to approach the meeting and what they hope to accomplish.

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