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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:
- Driving user engagement across the organization with proper onboarding and training.
- Ensuring data accuracy and integrity amongst multiple departments and teams.
- Enabling the customer to maximize their return on investment in the software.
- Creating a workflow of easily measureable metrics to monitor user progress in the software.
- Creating robust and reliable support systems for users who are experiencing difficulties with the software.
Objectives & Key Results
Use these OKRs (objectives and key results) to help your customer find success:
- Determine the customer’s current challenges and the areas where they may need help.
- Understand the customer’s company goals and how they may be impacted by our B2B software.
- Discuss how our B2B software can help the customer improve their productivity, collaboration, and visibility.
- Identify the customer’s expectations and assess whether they can be met with our B2B software.
- Develop a plan for the customer to increase their success with our B2B software.
Tactical Considerations
Consider these tactics and strategic initiatives your customer may be planning:
- Making sure the onboarding process is as smooth as possible for new customers.
- Increasing collaboration among departments and teams.
- Improving workflow to ensure that projects are organized and accomplished efficiently.
- Developing user engagement strategies to ensure users stay interested and up-to-date with the software.
- Monitoring customer feedback and using it to fix defects and trouble spots.
Building Rapport
Suggestions for an effective first call and any future calls:
- Understand the customer's current context: Identify the customer's challenges and goals within the software industry and the company's size, before the call.
- Research the customer’s background and products: Invest time in researching the customer's company and products to understand where they are coming from.
- Be Personable: Get to know the customer as an individual and show empathy and interest in their needs.
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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.
