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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. Gaining deeper insights into customer behavior and preferences to make better informed decisions.
  2. Developing a strategy to better manage customer relationships.
  3. Building a seamless digital customer experience.
  4. Developing an automated system to streamline customer service.
  5. Maximizing and improving customer experience through engaging customer feedback.
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Objectives & Key Results

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

  1. Improve customer onboarding processes by identifying any potential pitfalls and developing solutions for them.
  2. Increase customer loyalty and retention by deepening current customer relationships.
  3. Ensure customers receive a higher quality of care through improved product support.
  4. Identify areas of improvement in the customer experience, and develop action plans to increase customer satisfaction.
  5. Design a strategy to increase engagement with customers via proactive outreach and communications.
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Tactical Considerations

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

  1. Strategy to increase user engagement
  2. Develop innovative mobile and web interfaces
  3. Enhance customer service methods
  4. Utilize web marketing strategies to improve customer acquisition
  5. Gain end-user insights through data analytics tools
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research my customers company and industry so I have a better understanding of what their needs may be.
  2. Begin by introducing myself and welcoming my customer to our company. Ask my customer to do the same.
  3. Make sure to be an active listener and ask followup questions to better understand the way my customer is using our product or service and how we can help them to increase productivity and collaboration.

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