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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.

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Pain Points & Priorities

Based on your inputs, these are pain points your customer may be experiencing:

  1. Increasing accountability within cross-functional team collaboration
  2. Streamlining processes to increase efficiency
  3. Improving data quality and insights
  4. Enhancing visibility and communication within the organization
  5. Optimizing decision making through real-time data monitoring
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Objectives & Key Results

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

  1. Identify key areas of opportunity for improved productivity, collaboration, and visibility across the organization.
  2. Create a roadmap for successful implementation and execution of the desired improvements.
  3. Measure the success of the roadmap using key performance indicators.
  4. Set clear objectives and key results in order to gauge progress and measure success.
  5. Enable the organization to easily keep track of its results to assess the impact of their efforts.
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Tactical Considerations

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

  1. Coordinating multiple stakeholders & teams around a common goal.
  2. Creating a unified, consistent customer experience across multiple channels.
  3. Providing transparent visibility into each product’s features, progress, and milestones.
  4. Finding efficient ways to communicate all relevant product information to internal teams and external customers.
  5. Ensuring the product meets customer expectations from concept to launch.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Gather necessary background information by researching the company, its product, and its contacts online.
  2. Set 10-15 minutes before the call to review any material that your customer has sent you in advance.
  3. Make sure you have a clear goal for the call, and ask the customer what their desired outcome is for the meeting.

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