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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:
- Lack of visibility: Most Directors of Implementation have visibilityinto existing processes, but may struggle with understanding how technology can help streamline current tasks or provide insights into those current processes.
- Resource management: Understanding how best to allocate resources and people across teams and departments is a common challenge.
- Business intelligence: Collecting, managing, and analyzing data is a priority for most Construction and B2B/B2C companies.
- Dynamic workflows and processes: Many companies struggle with creating and executing dynamic workflows that allow for scalability and agility over time.
- Maintaining customer satisfaction: The ability to quickly handle customer inquiries and resolve issues in a timely and accurate fashion is essential for success in this role.
Objectives & Key Results
Use these OKRs (objectives and key results) to help your customer find success:
- Understand customer's specific use case requirements
- Gather details of the team's current processes and workflow
- Identify customer department's specific goals for increased productivity and visibility
- Identify customer's short-term and long-term objectives
- Set key performance indicators for tracking progress
Tactical Considerations
Consider these tactics and strategic initiatives your customer may be planning:
- Achieve clarity of communication and collaboration visibility both internally to internal team member and externally to clients.
- Improve adoption of their SaaS technology across their different departments.
- Streamline and automate daily operational processes such as time and labor management, document management, budget tracking, and more.
- Increase flexibility of project scope definitions.
- Increase the company's overall customer satisfaction ratings.
Building Rapport
Suggestions for an effective first call and any future calls:
- Establish a rapport by taking time to learn about the company and their needs. Look into their recent news, accomplishments, organizational values, and initiatives.
- Demonstrate your knowledge of the Construction industry by speaking to the customer about industry trends and challenges they may be facing.
- Be curious. Ask clear, open-ended questions about the customer's objectives and aspirations for the project. Show genuine interest in getting to know the customer and what they're hoping to accomplish.
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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.
