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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:
- Lack of collaboration between sales teams and other departments in the organization.
- Inadequate sales forecasting and performance visibility.
- Missing easy-to-use tools for analyzing customer data.
- Inability to efficiently track customer conversations and stay ahead of customer feedback.
- Lack of visibility into the effectiveness of marketing initiatives throughout the customer journey.
Objectives & Key Results
Use these OKRs (objectives and key results) to help your customer find success:
- Understand the customer's goals and objectives and determine if their current processes and systems are meeting their needs.
- Evaluate how well their current systems are working and identify any gaps in productivity, collaboration, and visibility.
- Investigate and analyze current dashboards, reports, and analytics to determine where improvements can be made.
- Explore how automation and AI can be used to increase efficiency.
- Understand if there are opportunities to leverage other SaaS products within the customer's tech stack.
Tactical Considerations
Consider these tactics and strategic initiatives your customer may be planning:
- Tactical Consideration: Growing demands on the customer's supply chain, and dynamic demands from customers.
- Tactical Consideration: Delivering up-to-date, accurate information and insights to internal stakeholders.
- Tactical Consideration: Supporting rapid order fulfillment and delivery expectations.
- Strategic Consideration: Strategic forecasting and planning for potential demand drivers.
- Strategic Consideration: Ensuring adherence to compliance and regulatory standards.
Building Rapport
Suggestions for an effective first call and any future calls:
- Schedule 15 minutes to introduce myself, talk about the customer's needs, ask questions, and set expectations for the call.
- Research the customer's industry, supply chain management software, and the various use cases relevant to their business so that I am knowledgeable.
- Express my enthusiasm for helping the customer and share some of the success stories that my company has enabled with similar businesses.
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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.
