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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. Managing multiple training programs simultaneously can be challenging, leading to potential disorganization and difficulties in tracking progress.
  2. Ensuring consistent and effective communication with training participants, instructors, and other stakeholders may be a priority in order to maintain engagement and alignment.
  3. Tracking the effectiveness and impact of training programs on employee performance and organizational goals could be a key focus for continuous improvement and ROI measurement.
  4. Adapting to changing regulations or industry standards may require quick adjustments to training content and delivery methods to ensure compliance and relevance.
  5. Maintaining engagement and motivation among employees participating in training programs, especially in a remote or hybrid work environment, could be a common pain point that needs to be addressed.
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Objectives & Key Results

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

  1. Understand their current tool stack and workflows to identify pain points and areas for improvement.
  2. Discuss their specific goals and challenges related to productivity, collaboration, and visibility within the organization.
  3. Review their current metrics and KPIs to establish a baseline for measuring progress and success.
  4. Introduce them to best practices and strategies for maximizing the value of our product for their particular use case.
  5. Create an action plan with clear objectives and key results to track progress and ensure alignment on goals.
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Tactical Considerations

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

  1. Your customer may struggle with keeping track of training progress for each employee and ensuring that everyone is up to date with the latest training materials.
  2. They may face challenges in coordinating schedules for trainings and ensuring that all employees can attend without conflicting with other responsibilities.
  3. There might be difficulties in ensuring effective communication between team members regarding training goals, progress, and any issues that may arise during the training process.
  4. They may find it challenging to monitor the effectiveness of training programs and assess whether they are achieving the desired outcomes in terms of employee performance and skill development.
  5. There could be a need for better visibility into employee engagement with the training materials and the ability to track and measure the impact of training on overall team productivity and collaboration.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research their company's training programs and understand how they are currently using your product or what they hope to achieve from it.
  2. Ask open-ended questions to understand their pain points, challenges, and goals related to productivity, collaboration, and visibility.
  3. Share success stories or case studies of how similar companies in the education industry have benefited from using your product.

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