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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:
- Improve internal processes and workflow to reduce errors and inconsistency in their deliverables.
- Increase visibility into progress and KPIs for clients and cross-functional teams.
- Strengthen communication between customer-facing teams and internal departments.
- Enable accessible and consistent tracking and reporting of project timelines.
- Improve data accuracy and data collection processes.
Objectives & Key Results
Use these OKRs (objectives and key results) to help your customer find success:
- Gain a clear understanding of the customer's current user adoption of the product and any opportunities to improve.
- Understand the customer's overall goals and objectives in using the product to ensure an effective implementation.
- Identify any gaps in the customer's current use of the product and devise plans to fill them.
- Identify any issues with the customer's current implementation process that could be improved or updated.
- Clearly communicate expected outcomes and key results that can be achieved utilizing the product.
Tactical Considerations
Consider these tactics and strategic initiatives your customer may be planning:
- Compliance and Risk Management: ensuring data and customer information is securely stored and handled according to the company's data protection regulations and industry compliance standards.
- Organizational Transparency: creating a secure, clear and robust organizational structure for managing operational workflows and adopting consistent processes across the organization.
- Data Analysis/Business Intelligence: extracting, collating and transforming large amounts of data into complete sets of valuable information that can be used to identify trends and build solutions.
- Accountability: improving team accountability and collaboration by tracking project progress and incentives.
- Process Improvement: Modeling automated processes to streamline mundane tasks and deliver a more efficient organization.
Building Rapport
Suggestions for an effective first call and any future calls:
- Do your research on the customer's business and industry. By having a thorough understanding of their business, you are better equipped to have a more astute conversation with the VP-Level.
- Listen attentively and be responsive to the customer’s story. Ask thoughtful questions to gain a better understanding of how the company addresses management consulting needs.
- Take a collaborative approach with the customer. Let them know that your success is linked to helping them find the best solutions with the greatest impact on their company.
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.
