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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. Difficulty in tracking employee performance and progress due to manual processes.
  2. Lack of efficient communication channels resulting in misalignment among team members.
  3. Challenges in maintaining compliance with changing HR regulations and laws.
  4. Struggles with onboarding new employees and ensuring a smooth transition into the company culture.
  5. Limited visibility into the overall HR processes and data, leading to decision-making based on incomplete information.
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Objectives & Key Results

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

  1. Understand the current challenges and pain points they are facing in their day-to-day operations, particularly related to productivity, collaboration, and visibility.
  2. Identify key metrics or KPIs that they are currently tracking to measure success within their organization.
  3. Discuss their current processes and workflows to determine areas that could benefit from optimization or automation to improve efficiency.
  4. Explore the current tools and technologies they are using and assess if there are any gaps or redundancies that could be addressed.
  5. Establish a clear timeline and roadmap for onboarding and implementation of our solution, setting measurable goals and milestones along the way.
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Tactical Considerations

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

  1. They may struggle with managing a large volume of employee data efficiently.
  2. They could be looking to streamline onboarding processes to save time and improve employee experience.
  3. They might be seeking better ways to track employee performance and provide feedback in a structured manner.
  4. They may have challenges with ensuring compliance with HR regulations and managing employee certifications.
  5. They could be looking for ways to increase employee engagement and retention through effective communication and recognition programs.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the company's website and familiarize yourself with their products, services, and any recent announcements or updates.
  2. Review your customer's LinkedIn profile or any other available social media platforms to gain insight into their background and professional interests.
  3. Come prepared with relevant case studies or success stories from your own company that demonstrate how similar clients have benefited from your solutions.

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