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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. The Manager may be facing challenges with ensuring that the Business Intelligence Software meets the specific needs of various teams in the organization.
  2. They could be struggling to effectively communicate the benefits and features of the software to other departments within the company.
  3. Managing the software implementation process and ensuring a smooth transition for users could be a priority for the Manager.
  4. The Manager may be looking to find ways to increase user adoption and engagement with the Business Intelligence Software.
  5. They may also be focused on measuring the impact of the software on productivity and overall business success.
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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 they are facing within their organization when it comes to productivity, collaboration, and visibility.
  2. Identify key success metrics that are important to the Product department and how they currently measure them.
  3. Discuss specific goals and objectives the Product department has in relation to improving productivity, collaboration, and visibility.
  4. Explore any existing tools or processes they are using to address these areas and assess their effectiveness.
  5. Gain insight into their communication preferences, preferred cadence for check-ins, and expectations for the customer success relationship.
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Tactical Considerations

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

  1. The need to extract valuable insights from their data to make informed business decisions.
  2. Managing a complex data environment to ensure accuracy and relevance of reports and analyses.
  3. Collaborating efficiently with cross-functional teams to align on project goals and timelines.
  4. Improving process efficiency and streamlining workflows to save time and resources.
  5. Ensuring data security and compliance with industry regulations to protect sensitive information.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Understand their current pain points and challenges related to productivity, collaboration, and visibility within their organization. Ask strategic questions to uncover the root cause of their issues and show empathy towards their situation.
  2. Research their company and industry to have a good understanding of their business model, competitors, and any industry-specific challenges they might be facing. This will demonstrate that you have taken the time to get to know their business and are invested in their success.
  3. Share success stories or case studies of similar companies in the Business Intelligence Software industry who have seen significant improvements in productivity, collaboration, and visibility after implementing your solution. This will help build credibility and trust with your new customer.

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