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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:
- Increase visibility to their stakeholders to ensure efficient communication and tracking of progress & outcomes.
- Increase the efficiency of their service delivery operations with effective tracking of assets and data.
- Strengthen their relationships with their customers by providing up to date information and better understanding of project progress and changes.
- Enhancing customer experience and customer service through faster response times & better problem-solving techniques.
- Introducing automation where possible to reduce time spent on administrative tasks to be able to focus on higher level, strategic goals.
Objectives & Key Results
Use these OKRs (objectives and key results) to help your customer find success:
- Understand the current state of the customer’s organization, including pain-points, use-cases, and key players.
- Identify potential areas of improvement to increase productivity and collaboration.
- Scale use cases across customer departments for better visibility into performance and effectiveness.
- Define objectives and key results to measure return on investment (ROI) or success of the implementation.
- Advise on best SaaS practises to ensure organisations meet their goals effectively.
Tactical Considerations
Consider these tactics and strategic initiatives your customer may be planning:
- Effectively managing and tracking transportation orders and invoices.
- Making sure their resources, equipment, personnel, and processes are able to remain agile and scalable.
- Increasing brand awareness and expanding their customer base.
- Securely storing and transferring customer and employee data.
- Prioritizing customer support in an efficient and timely manner.
Building Rapport
Suggestions for an effective first call and any future calls:
- I should educate myself about the customers service offerings, the moving, storage, freight and logistics services industry, their business goals and the problems they are trying to solve.
- I should ask open-ended questions to allow them to talk and make sure I’m making the conversation as personalized as possible.
- I should build trust with the VP-Level customer by stressing the value our product provides and backup our product through industry and customer case studies.
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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.
