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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:
- Rollout of new HR technologies: Introducing new HR processes and technologies can be a time-consuming process for a larger organization. It is important to understand how the customer prioritizes and internalizes their HR tech rollouts.
- Communication & Collaboration: Efficient communication and collaboration within teams is a cornerstone of any successful organization. Establishing an effective workflow is key to reducing redundancies and improving team performance.
- Visibility: Building transparent systems to track and measure performance is critical for a customer to understand their progress and where they have room to grow and optimize.
- Metrics & KPIs: Setting up and tracking clear goals and outcomes is essential to assess the impact of their actions and hold those responsible accountable.
- Workplace Wellbeing: While team productivity is important for any business, fostering a positive workplace environment that looks after the wellbeing of the employees is essential to the longevity of the organization.
Objectives & Key Results
Use these OKRs (objectives and key results) to help your customer find success:
- Determine customer usage to identify areas of improvement and opportunities for increased success.
- Discuss customer’s current objectives and goals, and create a plan to achieve them.
- Help customer define roles, responsibilities, and team structures for optimizing product use.
- Collaborate with customer to measure and track progress of strategies within their organization.
- Identify best practices for product utilization and provide onboarding and training resources as needed.
Tactical Considerations
Consider these tactics and strategic initiatives your customer may be planning:
- Strategic considerations: Developing data-driven strategies for improved performance, defining customer success strategies, driving adoption and usage of software within the organization, accelerating innovation, and exploring market opportunities.
- Tactical considerations: Streamlining administrative processes, optimizing operational performance, leveraging technology for customer service, applying automation for task management, and boosting workforce productivity.
- Identifying and capitalizing on new sales growth opportunities.
- Ensuring successful onboarding and adoption of new users.
- Continually improving user engagement and experience.
Building Rapport
Suggestions for an effective first call and any future calls:
- Research the customer’s company and industry before the call. Identify key trends and news for the customer’s market and be familiar with current events and challenges.
- Identify potential pain points they’re having in the use of the product or in their process. Let the customer know that you understand their challenges.
- Share stories of success or challenges that you have seen similar customers tackle and overcome. This will help provide much-needed context from a reliable expert.
Keep this handy!
Save your report now.
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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.
