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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. Minimizing customer onboarding and adoption times to maximize efficiency and value during implementation.
  2. Ensuring customer accounts are compliant with data security protocols.
  3. Reducing risks of data loss and helping customers with proper backup and storage.
  4. Maximizing customer engagement and providing proactive customer support.
  5. Ensuring customers maximize their use of all features included in the services.
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Objectives & Key Results

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

  1. Ensure the successful implementation and integration of our software with the customer's existing system architecture and workflow.
  2. Help the customer identify and address any issues that could arise for their internal teams during onboarding.
  3. Provide guidance and best practices for how to best maximize the effectiveness of our software.
  4. Develop the customer's understanding of our software to ensure product adoption and usage.
  5. Evaluate the customer's existing organizational structure and provide advice on how to best optimize their teams to best use our software.
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Tactical Considerations

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

  1. Strategic: Determining objectives and the best way to measure and track success.
  2. Strategic: Ensuring that product usage aligns with the company's organizational and business goals.
  3. Tactical: Customizing the product implementation to meet the company's unique use cases.
  4. Tactical: Training and support in product adoption.
  5. Tactical: Assistance in utilizing leverageable features of the product.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the company, its industry, and its goals in advance of the call.
  2. During the call, ask open-ended questions to get a better understanding of the customer's challenges, and what successful outcomes would look like.
  3. Be friendly and approachable throughout the call - establish a relationship with the customer. If appropriate, share a little about yourself.

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