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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. They may struggle with effective project management within their team, leading to missed deadlines and inefficiencies.
  2. Collaboration between various departments may be challenging, hindering overall productivity and communication.
  3. Visibility into project progress and team performance could be limited, making it difficult to track and analyze key metrics.
  4. Keeping up with the latest technology trends and tools in the legal industry may pose a challenge, potentially impacting competitiveness.
  5. Regulatory compliance and data security concerns may be top priorities, necessitating robust solutions to ensure data protection and confidentiality.
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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 in their product management processes.
  2. Identify specific areas where the customer wants to improve productivity within their product team.
  3. Determine the level of collaboration between different teams within the organization and look for opportunities to enhance it.
  4. Discuss the current visibility the customer has into their product development lifecycle and explore ways to increase transparency.
  5. Establish benchmarks or metrics that the customer can use to measure the success of the improvements we implement together.
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Tactical Considerations

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

  1. Constantly juggling multiple projects and deadlines, leading to potential inefficiencies in project management.
  2. Difficulty in maintaining visibility and alignment across various teams and projects within the organization.
  3. Struggling to find an effective way to collaborate and share information securely and efficiently, especially when dealing with sensitive legal information.
  4. Managing and tracking the progress of legal cases and deals can be time-consuming and complex, leading to potential delays and missed opportunities.
  5. Keeping up with regulatory changes and compliance requirements in the legal industry can be challenging and requires constant attention and updates.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the company's business model, products, and services to understand how they operate and where your product can add value.
  2. Review any existing communication or feedback they have provided to your company to identify areas of improvement or pain points they may have.
  3. Prepare some open-ended questions to spark conversation and show your interest in their business and goals.

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