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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:
- Aligning with various teams within the organization to ensure that the customer is getting the best possible product you can provide them.
- Help customers stay on top of product updates, upgrades, and any changes that could affect them.
- Maintaining and increasing customer satisfaction by ensuring customer needs are met.
- Discuss the customer’s goals and provide advice on how to best accomplish them.
- Assist customers in understanding new and existing features and identify any areas of potential improvement.
Objectives & Key Results
Use these OKRs (objectives and key results) to help your customer find success:
- Gather an understand of the customer's current tech stack, processes, and enabling tools and note any areas where productivity, collaboration and visibility can be improved.
- Identify user personas/departments and understand their usage cases and needs related to the customer's product.
- Identify any customizations or features that can be enabled in the customer's product that can increase efficiency, streamline processes and/or improve collaboration.
- Work with the customer to identify specific key results such as higher ROI or measurable improvement in user engagement.
- Develop strategies to increase customer self-sufficiency and ensure understanding of product features and continued use.
Tactical Considerations
Consider these tactics and strategic initiatives your customer may be planning:
- Adoption of new technology to improve efficiency throughout their workflow.
- Ensuring that employees have access to the necessary information within their database in a timely manner.
- Increasing customer satisfaction through better user experience and response times.
- Ensuring that data accuracy & security is maintained throughout their organization.
- Increasing collaboration among team members while still maintaining compliance with relevant policies.
Building Rapport
Suggestions for an effective first call and any future calls:
- Research their organization and key needs areas they have.
- Make sure to ask leading questions to go deeper into root causes of challenges.
- Be curious and focus on understanding customer pains.
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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.
