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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:
- Poor collaboration among remote teams, lack of visibility of project status, KPIs and scattered workflows.
- Lack of a single-view of client information and customer relationship data.
- Inefficiency in organizing customer records, task management, and working across different services.
- Ineffective tools for communication across teams, departments, and customers.
- Difficulty in forecasting, accuracy of reporting, and ability to respond to customer needs in a timely manner.
Objectives & Key Results
Use these OKRs (objectives and key results) to help your customer find success:
- Collaborate with the customer to identify the current state of their organization with regards to productivity, collaboration, and visibility.
- Consult on different workflows and processes that the customer could implement in order to increase their performance.
- Identify ways to streamline communication among their teams and departments.
- Suggest any modifications or adjustments to their current systems that could improve knowledge sharing.
- Provide tactical recommendations on how to improve visibility and decision-making.
Tactical Considerations
Consider these tactics and strategic initiatives your customer may be planning:
- Gaining more insight into their customer base, their process for customer onboarding, and their funnel for customer conversion.
- Making sure their internal collaboration processes, such as meetings and task organization, are efficient enough for their team to use.
- Optimizing their Sales team’s performance by increasing their visibility into customer behaviors and metrics.
- Improving their ability to accurately track customer usage data and trends.
- Boosting customer retention by ensuring the customer experience is seamless and efficient.
Building Rapport
Suggestions for an effective first call and any future calls:
- Research the company in advance to become familiar with their needs and objectives. This may involve reading customer feedback, reviewing their website, or observing their social media activity.
- Ask questions about their current processes, the formatting of their data, or any existing software/solutions they are already using.
- Repeat key points back to them so they know you are listening and familiarize yourself with their language/terminology.
Keep this handy!
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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.
