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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. Increase sales team visibility into customer data, including customer feedback.
  2. Optimize customer onboarding and provide tools for upsell/cross-sell opportunities.
  3. Enhance business development process to efficiently manage customer engagement.
  4. Streamline tracking of tasks and customer conversations.
  5. Improve customer communication across departments.
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Objectives & Key Results

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

  1. Objective: Increase visibility into the sales pipeline for better forecasting and budgeting.
  2. Key Result: Develop a data visualization dashboard for stakeholders to track and measure progress.
  3. Objective: Capture more customer data for better segmentation and targeting.
  4. Key Result: Create a process for capturing more data points from customers and integrate it into the existing system.
  5. Objective: Develop better collaboration between Sales and Business Development teams.
  6. Key Result: Implement a system to connect and interact across teams to increase efficiency.
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Tactical Considerations

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

  1. Managing customer relationships and developing business opportunities at scale.
  2. Monitoring customer engagement to ensure high retention rates.
  3. Organizing and accurately tracking customer orders and inquiries.
  4. Positively increasing customer satisfaction and creating exceptional experiences.
  5. Creating and strategizing initiatives that drive business growth.
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    Building Rapport

    Suggestions for an effective first call and any future calls:

    1. Learn about their current challenges within Sales/Business Development, and which processes or strategies would help them increase productivity and improve collaboration.
    2. Become familiar with their current technology stack and capabilities to understand their needs.
    3. Establish a sense of trust and understanding by showing interest and eagerness to learn about their goals and objectives.

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