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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. Implementing a seamless workflow for training program development and delivery.
  2. Ensuring proper documentation and tracking of training materials and employee progress.
  3. Monitoring the effectiveness of training programs and identifying areas for improvement.
  4. Increasing engagement and participation in training initiatives among employees.
  5. Managing and scaling training efforts as the company grows and evolves.
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Objectives & Key Results

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

  1. Understand their current challenges and pain points in relation to productivity, collaboration, and visibility.
  2. Identify key metrics that are important to their team and company goals.
  3. Discuss current processes and workflows to highlight areas for improvement and optimization.
  4. Share best practices and success stories from similar customers in the Education industry to inspire potential solutions.
  5. Set specific, measurable objectives for the partnership and establish key results to track progress and success.
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Tactical Considerations

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

  1. They may struggle with managing different training programs and courses efficiently, leading to bottlenecks in content creation and delivery.
  2. There could be challenges in tracking learner progress and engagement across multiple courses, making it difficult to assess the overall effectiveness of their training initiatives.
  3. They may face communication gaps between trainers, administrators, and learners, hindering smooth collaboration and feedback exchange.
  4. They might encounter difficulties in analyzing training data and performance metrics to identify areas for improvement and make data-driven decisions.
  5. They could be dealing with outdated or disconnected systems for managing training content, leading to inconsistencies and inefficiencies in the learning process.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the company and the industry: Before the call, take some time to research the company and the industry they are in. Understand their pain points, challenges, and goals so that you can tailor your conversation to their specific needs.
  2. Ask open-ended questions: During the call, ask open-ended questions to get the customer talking about their current processes, pain points, and goals. This will help you better understand their needs and demonstrate that you are genuinely interested in helping them.
  3. Share relevant success stories: Share relevant success stories of how your solution has helped other companies in similar situations. This will help build credibility and trust with the customer and show them the value of working with you.

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