Pipefy’s Customer Needs template was created to help identify what are the customer’s needs which may be preventing their evolution, causing lost revenue and/or clients. With this template, you can identify the needs and effectively offer a solution, generating value for the client.
See how this template is structured. As this is just an example, you can customize it.
- Customer’s contact name
- Customer’s contact email
- Customer’s contact phone
- What are the customer’s pain points?
- What are the consequences of these pain points?
- Loss of revenue
- Loss of clients
- Waste of growth potential
- Slow decision making
- Other consequences
- Is it possible to quantify the amount of revenue lost by not solving these problems?
- Decision maker title
- Is this job title accessible?
- Yes, with some difficulty
- How close are we to the decision maker?
- Already in contact
- Close to contact
- Not in contact
- What are the main pain points that need to be targeted in order to satisfy the customer’s needs?
- What is the propensity to buy?
- Very likely
- Which of these are the key motivators for the customer purchase.
- Product quality
- Customer Support
Customer Needs Identified
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