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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:
- Repetitive Manual Tasks: Automate processes and tasks to increase efficiency and allow more time for project-based work.
- Employee Collaboration: Implement collaborative tools that give employees the ability to work together remotely and promote a sense of teamwork while sharing resources.
- Data Visibility: Create visibility into tasks and progress across teams to keep everyone on the same page and aware of their potential impact on the overall goal.
- Secure Storage: Ensure that confidential data is stored securely and is accessible only to authorized users.
- Prioritization of Projects: Develop a system of project prioritization to clearly outline the most important initiatives and their corresponding timelines.
Objectives & Key Results
Use these OKRs (objectives and key results) to help your customer find success:
- Research the customer's business, industry landscape, and challenges to identify areas of potential collaboration and improvement.
- Analyze the customer's current processes, tools, methodologies, and visibility to gain an understanding of their needs.
- Explore customer success stories of similar companies in similar industries to get an idea of the type of solution that could benefit the customer.
- Define clear objectives and measurable key results that align with the customer's desired outcomes in order to track the success of the implementation.
- Identify possible areas of friction that could impede the success of the implementation, and develop a plan to minimize potential issues.
Tactical Considerations
Consider these tactics and strategic initiatives your customer may be planning:
- Tactically, the customer likely has needs around helpful product features, seamless integrations, and timely customer service.
- Strategically, the customer may also need to measure ROI, generate new sources of revenue, and improve organizational collaboration and visibility.
- Tactically, the customer may experience process improvements, accelerated customer onboarding, and heightened user experiences.
- Strategically, the customer may need to anticipate customer needs, identify gaps in the services being provided, and focus on product innovation.
- Tactically, the customer may need ongoing user training, streamlined deployment, and user engagement activities.
Building Rapport
Suggestions for an effective first call and any future calls:
- Research the company and their competitors to gain insight into their league and the industry as a whole
- Gather customer information - their goals, needs and challenges - to get a better understanding of how the product fits into the customer’s environment.
- Establish rapport by going over the customer’s background, successes, products, and contributions to the industry.
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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.
