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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. Transparency within their organization so they are aware of other departments’ progress on projects.
  2. Improved communication between teams to boost efficiency and collaboration.
  3. Accessible data to help track the progress of projects, goals, and overall performance.
  4. Streamlined processes to help increase productivity and save time.
  5. Greater visibility into customer trends, feedback, insights to help track user engagement.
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Objectives & Key Results

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

  1. Help the Manager to understand how to leverage the features of our product to increase the overall production rate of their B2C services.
  2. Identify any potential obstacles they may face in implementing our product to improve visibility in their organization.
  3. Provide guidance on best practices for making collaboration easier within their organization.
  4. Provide advice and expert insight on how their teams can gain better visibility of their B2C services performance.
  5. Make suggestions that will enable the Manager to take advantage of our product’s features to maximize productivity.
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Tactical Considerations

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

  1. Implementing product development processes that can be used across the global organization.
  2. Maximizing the operational efficiency of the organization’s product department.
  3. Increasing customer visibility into product progress and delivery.
  4. Improving collaboration amongst remote product teams.
  5. Establishing clear KPIs to measure and optimize product success.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Greet your customer warmly and introduce yourself with a note about the purpose of the call.
  2. Ask questions about their current setup, needs, and challenges relating to productivity, collaboration, and visibility.
  3. Inquire about the desired outcomes or goals the customer seeks to meet through utilizing your B2B SaaS product.

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