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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. Scalability: Your customer may need to create an environment to quickly and easily scale their services to meet an ever-growing demand.
  2. Integration: Your customer will likely benefit from automated integration between existing systems such as billing, document management, and CRM systems.
  3. Security & Compliance: Your customer may need to ensure their data is secure and compliant with governing regulations.
  4. Collaboration & Visibility: Your customer may need to find a secure way to streamline communication between departments and between teams.
  5. Process Automation: Your customer likely needs ways to automate and streamline their internal processes in order to increase efficiency.
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Objectives & Key Results

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

  1. Gain alignment between teams and departments: Increase communication between teams and departments, keep everyone in the Loop on projects, and identify areas for improvement.
  2. Reduce time to complete tasks: Utilize the platform to reduce the turnaround time for actioned tasks and increase the speed of decision making.
  3. Increase visibility: Make relevant information more easily accessible to stakeholders for improved visibility on task progress, outcomes, and data.
  4. Eliminate multiple steps in process: Identify current inefficiencies in workflows, and streamline process to reduce excessive steps and manual labor.
  5. Integrate disparate systems: Utilize integrations to automate tasks, and reduce workload and manual entry.
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Tactical Considerations

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

  1. Organizational scalability: ensuring that processes are in place run efficiently as the organization scales.
  2. Data availability, accuracy and security: ensuring secure access to data to help facilitate decision making.
  3. Customer engagement: engaging with and understanding customer needs in order to improve product offerings.
  4. Product visibility: making sure the most up-to-date product information is accessible to relevant internal and external stakeholders.
  5. Cost management: ensuring organizational processes are optimized to minimize costs.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the company and its product offering, so that I can accurately assess the customer's needs and provide tailored advice.
  2. Proactively demonstrate the value and potential impact of the product on their organization.
  3. Create an agenda for the call with specific objectives and provide it to the customer prior to the call.

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