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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. Improved product visibility and transparency across the organization
  2. Increased collaboration within and between teams
  3. Enhanced customer satisfaction and retention
  4. Streamlined scalability of products or services
  5. Optimized sales and/or billing automation
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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 how Product is currently functioning within the organization.
  2. Analyze areas that currently need improvement and identify the most impactful and cost-effective solution.
  3. Identify desired outcomes the customer would like to achieve in the short-term and long-term via the B2B SaaS product.
  4. Understand what metrics the customer would consider to be key results.
  5. Understand what team members, if any, will be involved during the implementation process.
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Tactical Considerations

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

  1. Understand operational capabilities within the organization and identify areas for increased efficiency.
  2. Identify key performance indicators and ways the organization can track progress.
  3. Develop a timeline to reach desired levels of collaboration and visibility.
  4. Identify potential areas for automation and appropriate systems for implementation.
  5. Advise on best practices in scaling the organization's SaaS infrastructure.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the products this customer is currently using to gain an understanding of what can be improved and to identify potential opportunities.
  2. Research the technologies available in the telecommunications industry to see how the customer’s current products compare to their competitors.
  3. Take the time to get to know the customer personally so that you can make a human connection. Ask questions about their role in the company, their experience in the industry, and their short and long-term goals.

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