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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. Improving the organization's workflow to make it more efficient and provide better visibility into upcoming tasks.
  2. Identifying and leveraging new sales opportunities to generate more revenue.
  3. Finding ways to reduce lead-to-customer sales cycle time.
  4. Identifying any potential performance bottlenecks in customer service and marketing efforts.
  5. Creating strategies for upselling existing customers.
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Objectives & Key Results

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

  1. Ensure customer is obtaining the full value of the platform by mapping out their current processes and identifying opportunities to optimize.
  2. Increase user adoption of the platform by clearly outlining the benefits of using the platform within their organization.
  3. Create internal governance policies for the platform to ensure the correct users are taking advantage of the platform's full features.
  4. Split specific user roles and their responsibilities to best utilize the features of the platform.
  5. Develop a timeline and project plan for roll out and completion of implementation.
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Tactical Considerations

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

  1. Strategic Consideration #1: Being able to scale quickly and respond to changes in consumer demand
  2. Strategic Consideration #2: Adopting an approach that accelerates product and service delivery to maintain customer satisfaction
  3. Strategic Consideration #3: Creating a unified customer experience across multiple channels and touchpoints
  4. Tactical Consideration #1: Improving the efficiency of their sales process, from prospecting to post-sale support
  5. Tactical Consideration #2: Optimizing supply chain management to minimize costs while still meeting customer expectations
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Find out about my customer's current organization structure, the scale of their business, and any challenges they may currently be facing.
  2. Research relevant industry trends, resources, and best practices. Use this information to inquire about their current practices and any areas of improvement they have identified.
  3. Understand their goals for using our product, and explain how we can help them successfully achieve these objectives.

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