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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. Productivity: Help the customer identify how to improve their workflow and increase the efficiency of their daily tasks
  2. Collaboration: Offer support with communication between departments and suggest ways to make it easier to share data and information between teams
  3. Visibility: Suggest ways for the customer to improve their visibility in the market or among their peers in the industry
  4. Membership: Provide insights on how to attract and service new members, as well as increase member loyalty
  5. Data Insights: Suggest ways to leverage data collection and analytics to identify the most efficient tactics to reach their goals
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Objectives & Key Results

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

  1. Gain a better understanding of the unique needs of the organisation's Sales/Business Development team and how a system or technology can be tailored to fit them
  2. Identify any existing tools and systems in use, demonstrating areas of improvement and areas of chance for integration across multiple teams
  3. Create key performance indicators to track the success of the new system’s implementation within the organization
  4. Increase efficiencies in business operations and communication between multiple departments
  5. Outline plans for training and adoption of the system, including timeline and milestones
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Tactical Considerations

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

  1. Improving operational efficiency by increasing automation
  2. Increasing customer and membership engagement
  3. Improving cross-departmental collaboration and communication
  4. Creating meaningful and customized experiences for customers and members
  5. Growing and scaling their operations to meet the increasing demand from customers
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the company beforehand to have an understanding of their industry, challenges, and business needs.
  2. Be open and transparent about the product and what you can do to help them be successful.
  3. Listen receptively to their input, showing empathy and understanding.

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