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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:
- Time management: The customer likely faces numerous competing priorities and finding the best mix of activities to achieve their business goals is challenging.
- Communication: Ensuring that all stakeholders are heard, staying on top of the latest updates, and simplifying group-wide communication is of utmost importance.
- Data Integration: Centralizing integrated data across multiple platforms to ensure that all members of the team are working from the same information is key.
- Productivity: With limited resources, the customer must maintain high levels of efficiency and productivity while differentiating their services from their competitors.
- Stress Management: Navigating a changing landscape of customer needs and emerging technologies can be overwhelming, so learning to manage stress and remain organized is essential.
Objectives & Key Results
Use these OKRs (objectives and key results) to help your customer find success:
- Gain an understanding of the current challenges they are facing with their current collaboration efforts
- Identify and prioritize the desired outcomes for the collaboration efforts
- Understand resources they have available to support their efforts
- Establish objectives and key results to track progress
- Identify opportunities to leverage our product to increase productivity, collaboration, and visibility
Tactical Considerations
Consider these tactics and strategic initiatives your customer may be planning:
- Time management – The ability to proactively manage resources, time, and task priorities.
- Interdepartmental collaboration – Coordinating project progress between departments and ensuring that all stakeholders are on the same page.
- Resource optimization – Identifying cost saving opportunities within the organization.
- Data visibility – Ensuring that actionable insights can be drawn from data.
- Scalability – Making sure that processes are adaptable to new situations or an increase in team size.
Building Rapport
Suggestions for an effective first call and any future calls:
- Set an agenda: Before the call, develop an agenda to ensure a productive conversation and use the agenda to guide the conversation.
- Strengthen connections: Do research on the company and use the call as an opportunity to highlight where the company is succeeding, as well as areas it could more attention.
- Get to know your customer: Take the time to get to know the customer on a more personal level. Ask about their experience with our products and learn about their goals for the future.
Keep this handy!
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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.
