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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:
- Organizational visibility: Providing executives a broad view of the organization, through tracking employee performance and visibility into workloads and tasks completed.
- Increased collaboration: Enabling team members to easily share information, collaborate, and delegate tasks to other team members.
- Improved performance management: Enhancing the ability of managers to review, evaluate, and analyze individual or team performance.
- Streamlined processes: Automating manual processes and increasing efficiency with pre-defined business processes.
- Enhanced customer experience: Allowing for faster response times and improved customer service management.
Objectives & Key Results
Use these OKRs (objectives and key results) to help your customer find success:
- Identify where existing processes are inefficient and need improvement in order to increase productivity and minimize wasted effort
- Set objectives and key results to increase visibility and collaboration across the organization by streamlining and creating secure sharing processes
- Identify areas where automation could be used to free up employees’ time for higher value tasks
- Identify creative data integration solutions that allow Sales teams to quickly access and analyze sales performance
- Suggest methods for improving customer experience and feedback systems for better insight into customer behavior
Tactical Considerations
Consider these tactics and strategic initiatives your customer may be planning:
- Improving business processes to increase efficiency and decrease time to completition.
- Ensuring effective leadership and management skills are applied to move teams and projects along.
- Developing strategies to increase visibility into team performance and progress.
- Creating a culture that is both collaborative and inclusive, to foster strong interpersonal relationships amongst team members.
- Gaining insight from data to support sound, informed decision-making.
Building Rapport
Suggestions for an effective first call and any future calls:
- Understand the customer's objectives - researching the customer, their industry, prior challenges & successes, and their day-to-day operations will help you understand their needs and wants.
- Review any prior learnings - reviewing past customer interactions, surveys or feedback can help you gauge their preferences for terminology, communication styles, collaboration preferences, and the level of customization required.
- Anticipate customer needs - review any previous customer success plans and actively listen to the customer during the call to identify needs that can be addressed with your product or services.
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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.
