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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 and organizing a large volume of legal documents and contracts efficiently
  2. Ensuring compliance with legal regulations and deadlines
  3. Improving communication and collaboration among team members, especially when working remotely
  4. Tracking billable hours and expenses accurately to ensure profitability
  5. Finding ways to streamline case management processes and workflows
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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 they are facing within their organization that are hindering productivity and collaboration.
  2. Identify their current tools and processes for communication, project management, and task tracking to evaluate areas for improvement.
  3. Map out their current workflow and identify bottlenecks or inefficiencies that could be addressed with our software solution.
  4. Discuss their goals and objectives for implementing our solution and define key performance indicators (KPIs) to measure success.
  5. Educate them on best practices for utilizing our software to maximize productivity, collaboration, and visibility within their organization.
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Tactical Considerations

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

  1. Understanding the need to securely share sensitive legal documents with clients and collaborators.
  2. Efficiently managing case information and deadlines to ensure timely delivery of legal services.
  3. Enhancing communication and collaboration among members of the legal team while maintaining client confidentiality.
  4. Streamlining document review and approval processes to reduce errors and improve accuracy in legal work.
  5. Ensuring compliance with data protection regulations and industry standards to protect client information.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Do some research on the company and the industry to understand their challenges and pain points better.
  2. Prepare some case studies or success stories related to the legal services industry that showcase how your product has helped similar companies.
  3. Open the conversation by showing genuine interest in their work and asking questions to understand their current processes and pain points.

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