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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. Facilitating collaboration between multiple teams and departments.
  2. Maximizing the productivy of the sales team.
  3. Increasing visibility of sales activities across the entire organization.
  4. Finding ways to streamline communication and reduce bottlenecks.
  5. Creating an environment of transparency and collaboration between departments.
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Objectives & Key Results

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

  1. Take the time to build a strong relationship with the Director and their team.
  2. Understand the current operational processes within the organization.
  3. Identify areas of potential improvement with regards to productivity, collaboration, and visibility.
  4. Explore the utility of the SaaS product in enabling the company to address these challenges.
  5. Set goals for continued assessment and review, and identify milestones to track progress.
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Tactical Considerations

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

  1. Improving sales efficiency and workflow processes.
  2. Ensuring adequate access to customer data to make informed decisions.
  3. Finding innovative ways to drive customer engagement and loyalty.
  4. Integrating technology to facilitate data management and process automation.
  5. Developing a strategy to identify key performance indicators and actionable insights.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Before the call, research their company, their mission, and their industry. By understanding more about their business, you will have a better idea of the challenges they face.
  2. Acknowledge any recent milestones or successes they've had. This demonstrates that you took the time to do your research and have a genuine interest in their company.
  3. Ask open-ended questions and encourage them to give detailed answers. Show interest in their unique issues and business goals so you can tailor your response to their needs.

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