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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. One common pain point for HR professionals is managing a high volume of employee data, including onboarding, offboarding, and performance reviews.
  2. Another priority they may have is streamlining and automating HR processes to save time and resources.
  3. HR professionals often struggle with ensuring compliance with ever-changing labor laws and regulations.
  4. They may also be looking for ways to improve employee engagement and retention within the organization.
  5. Lastly, increasing efficiency in talent acquisition and recruitment processes is a key focus for many HR professionals.
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Objectives & Key Results

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

  1. Gain a thorough understanding of the customer's current workflows and pain points related to productivity, collaboration, and visibility.
  2. Identify key stakeholders within the organization who will be involved in the implementation and utilization of the software.
  3. Discuss success metrics and KPIs that the customer wants to improve or achieve with the help of the software.
  4. Clarify the customer's expectations of the software and ensure alignment with the capabilities and features of our solution.
  5. Establish a timeline and action plan for the onboarding process, training sessions, and ongoing support to ensure a smooth implementation.
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Tactical Considerations

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

  1. Difficulty in tracking employee performance and progress
  2. Challenges in streamlining communication within the HR team and across departments
  3. Lack of visibility into key HR metrics and KPIs for informed decision-making
  4. Struggles in maintaining compliance with ever-changing HR laws and regulations
  5. Issues with onboarding and training new employees efficiently
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the company and industry: Before the call, familiarize yourself with the company's website, industry trends, and any recent news related to their business. This will help you speak knowledgably about their context and needs.
  2. Ask open-ended questions: During the call, make an effort to ask open-ended questions to understand their pain points, challenges, and goals. This will show that you are genuinely interested in their success and will provide valuable insights for building a customized solution.
  3. Share relevant success stories: As you discuss potential solutions, share success stories or case studies from similar clients in the industry. This will demonstrate your expertise and credibility, as well as provide concrete examples of how your product can drive value for them.

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