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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. One common pain point for a Manager within the Product department at a B2C Insurance company could be the challenge of managing multiple projects simultaneously while ensuring timely delivery and quality standards are met.
  2. Another priority they may have is the need to align product development efforts with market trends and customer expectations to stay competitive in the industry.
  3. They might also struggle with prioritizing features and enhancements based on customer feedback and company goals, balancing short-term wins with long-term strategic initiatives.
  4. Collaboration with cross-functional teams such as engineering, sales, marketing, and customer support could be a key focus area, requiring efficient communication and coordination to drive successful product launches.
  5. Lastly, maintaining visibility into the product roadmap, progress, and key milestones for stakeholders within the organization, as well as external partners and clients, could be crucial for ensuring transparency and accountability.
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Objectives & Key Results

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

  1. Understand the current pain points and challenges the customer is facing with their existing processes and tools.
  2. Identify specific workflows or processes within the Product department that could benefit from increased productivity, collaboration, and visibility.
  3. Discuss the customer's current goals and objectives for their team and how improved tools and processes could help them achieve those goals.
  4. Explore the customer's priorities and timeline for implementing any new solutions or changes within their organization.
  5. Establish clear metrics or key performance indicators (KPIs) that will indicate the success of implementing new tools or processes.
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Tactical Considerations

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

  1. Keeping up with the fast-paced and ever-changing nature of the insurance industry.
  2. Ensuring effective collaboration and communication between various teams within the organization.
  3. Managing a large number of policies, claims, and customer data efficiently.
  4. Meeting regulatory compliance requirements and staying up to date with industry standards.
  5. Balancing the need for innovation and digital transformation with the traditional aspects of the insurance business.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the company's current processes and pain points in relation to productivity, collaboration, and visibility within the organization. Understand the challenges they may be facing and how your software can help address them.
  2. Prepare case studies or success stories from similar companies in the insurance industry to showcase how your product has helped other organizations with similar goals and challenges.
  3. Ask open-ended questions to encourage your point of contact to share their perspective on the current state of their processes and the improvements they hope to achieve with the help of your software.

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