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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.

Right arrow iconPriorities & Pain Points
Right arrow iconObjective & Key Results
Right arrow iconTactical Considerations
Right arrow iconBuilding Rapport
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Pain Points & Priorities

Based on your inputs, these are pain points your customer may be experiencing:

  1. Having visibility into the status of projects and tasks across different teams and departments within the organization.
  2. Ensuring that communication and collaboration between team members is efficient and effective, especially when working remotely.
  3. Streamlining the onboarding process for new hires to ensure they quickly become productive members of the team.
  4. Tracking the performance and progress of employees to identify areas of improvement and provide necessary training or support.
  5. Managing and monitoring the utilization of resources and budget to optimize productivity and maintain profitability.
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Objectives & Key Results

Use these OKRs (objectives and key results) to help your customer find success:

  1. Understand the current workflow and pain points within the Implementation department, focusing on areas where productivity can be improved.
  2. Gather information on how the current collaboration process works within the team and identify ways to streamline communication and project management.
  3. Determine the level of visibility the team has into ongoing projects and tasks, and explore opportunities to increase transparency and reporting capabilities.
  4. Discuss the team's experience with the current software tools being used and identify any challenges or limitations they are facing.
  5. Set clear goals and expectations for the implementation of new processes or features that will help the team achieve their productivity, collaboration, and visibility objectives.
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Tactical Considerations

Consider these tactics and strategic initiatives your customer may be planning:

  1. Managing a high volume of applicants and candidates efficiently to streamline the recruiting process.
  2. Ensuring open lines of communication between HR staff and hiring managers to expedite the hiring process.
  3. Tracking candidate progress and feedback throughout the recruitment cycle to maintain transparency and accountability.
  4. Collaborating with various departments and stakeholders to coordinate training and onboarding processes for new hires.
  5. Measuring and analyzing key performance indicators to optimize recruitment strategies and improve hiring outcomes.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the customer's company, industry, and any recent news or updates that may be relevant to their business. This will show that you are prepared and interested in their success.
  2. Ask open-ended questions to understand their current pain points, goals, and challenges. This will demonstrate your commitment to helping them achieve their desired outcomes.
  3. Share success stories or case studies from similar customers you have worked with in the past. This will build credibility and show the value your solution can bring to their organization.

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