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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:

  1. Increasing efficient communication and collaboration between remote team members
  2. Improving visibility into the sales pipeline and customer data
  3. Gaining better insights into customer success metrics
  4. Finding ways to reduce redundancies in workflow
  5. Prioritizing customer relationship management activities
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Objectives & Key Results

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

  1. Determine the customer's current workflow and identify any pain points that the customer may have.
  2. Explore possibilities to optimize the customer's workflow with the use of our platform.
  3. Explore the customer's current resource allocation and look for areas in which our platform could increase productivity or cut costs.
  4. Gather insights into how collaboration in the customer's organization can be improved with our platform.
  5. Better understand the customer's goals and establish KPIs that can be monitored with our platform.
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Tactical Considerations

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

  1. Creating clarity around roles and responsibilities within the sales department
  2. Scaling sales processes as the team grows in size
  3. Outreach process management and improvement
  4. Developing a plan for lead conversion
  5. Finding sources for qualified leads
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Be sure to research the company and the individual you'll be speaking with. Show that you understand their business and goals.
  2. 3.
  3. Allow the customer to explain the challenges they are facing. Give the customer the opportunity to provide the primary context for the call.
  4. 4.
  5. Start the conversation on a positive note. Ask them to tell you about anything that they're excited about or anything that they have accomplished recently.
  6. 5.

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