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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. Adapting to the increasing digitization of the training industry and finding ways to deliver effective training remotely.
  2. Managing and analyzing data to track the success of training programs and provide valuable insights on student performance.
  3. Collaborating with other departments to ensure that marketing efforts align with the company's overall goals and strategies.
  4. Keeping up with industry trends and competitors to stay ahead in the rapidly evolving education and training market.
  5. Struggling with the integration of new technologies and platforms to enhance the training experience for students and instructors.
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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 faced by the Marketing department in their day-to-day operations.
  2. Identify specific areas where the new customer is looking to increase productivity, collaboration, and visibility within their organization.
  3. Discuss the goals and objectives that the customer has in mind for improving their processes and workflows within the Marketing department.
  4. Explore any existing tools or technology the customer is using and evaluate how our solution can complement and enhance their current setup.
  5. Establish key milestones and success metrics that will be used to measure the impact of our solution on the customer's business outcomes.
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Tactical Considerations

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

  1. They may struggle to create engaging and interactive training materials for their employees and clients.
  2. They might face challenges in tracking the progress of training programs and assessing the effectiveness of their training initiatives.
  3. They may have difficulty in facilitating seamless collaboration among remote employees and ensuring consistent communication across different teams.
  4. They could be looking to improve the visibility and accessibility of important training documents and resources for their staff and clients.
  5. They might be interested in streamlining internal processes to save time and resources, especially when it comes to managing their training programs.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Understand the marketing challenges they face within the training industry - ask questions about their current processes, pain points, and goals to align your solutions with their specific needs.
  2. Research their company's recent initiatives or achievements in the education space to show that you are familiar with their industry and can provide tailored recommendations.
  3. Share success stories or case studies of similar B2B companies in the education industry that have benefited from your solutions to build credibility and demonstrate the value of your services.

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