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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 high volume of employee turnover and recruitment needs.
  2. Ensuring compliance with labor laws and regulations.
  3. Improving employee engagement and retention.
  4. Streamlining the onboarding process for new hires.
  5. Enhancing employee training and development programs.
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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 the customer is facing in terms of productivity, collaboration, and visibility within the organization.
  2. Identify the key stakeholders and decision-makers involved in the implementation and adoption of the software to ensure smooth onboarding and alignment of objectives.
  3. Set clear goals and objectives for the customer in terms of increasing productivity, improving collaboration among teams, and enhancing visibility of projects and tasks.
  4. Discuss the customer's expectations and timeline for achieving the desired outcomes to establish a realistic roadmap for success.
  5. Educate the customer on the best practices and strategies for maximizing the use of the software to drive efficiency and achieve their goals.
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Tactical Considerations

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

  1. Strategic consideration: Ensuring compliance with HR regulations and labor laws.
  2. Strategic consideration: Finding qualified candidates to fill open positions efficiently.
  3. Strategic consideration: Retaining top talent in a competitive job market.
  4. Tactical consideration: Managing employee schedules and availability effectively.
  5. Tactical consideration: Streamlining the onboarding process for new hires.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the company: Before the call, research the company's industry, competitors, and any recent news or announcements that could impact their business. This will show your customer that you are knowledgeable and proactive.
  2. Understand their pain points: Make sure you have a clear understanding of the challenges they are facing within their organization. This will help you tailor your approach and provide relevant solutions during the call.
  3. Prepare relevant examples: Come to the call prepared with specific examples of how your solution has helped similar companies in the past. This will demonstrate your expertise and credibility in the industry.

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