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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. Cost optimization - Implementing new systems can be expensive, so cost management is a key priority for my customer. They will want to ensure they are maximizing the value of each investment.
  2. Data extraction - In the Real Estate industry, data extraction and analysis is critical for informed decision-making. My customer will be looking for ways to surface the right insights to make the best decisions.
  3. Integrations - Establishing seamless integrations between the new system and their existing technology will help to increase efficiency and efficiency gains.
  4. Security - As a B2B company, security is essential. The company will likely want to ensure the solutions they use are as secure as possible.
  5. User experience - Easily accessed tools are key priorities for users of any system. My customer will likely be looking for simple, intuitive tools that are easy to use.
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Objectives & Key Results

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

  1. Identify the customer’s requirements and key goals related to their current business processes.
  2. Analyze how our product can help the customer meet their goals and provide use case examples.
  3. Set up objectives, timelines and key performance indicators (KPIs) for measuring product use and adoption.
  4. Determine the customer’s technology infrastructure and capacity to ensure efficient implementation and product use.
  5. Develop onboarding procedures and strategies to encourage customer engagement and adoption.
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Tactical Considerations

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

  1. Leading effective onboarding and user adoption processes to maximize the effectiveness of the technology.
  2. Encouraging engagement with the platform to support collaboration and get more out of the software product.
  3. Building a user interface that is easy to use and navigate by different stakeholders.
  4. Strategizing and executing ways to increase user visibility into the data and metrics needed to make decisions.
  5. Measuring and tracking the success of the implementation and how users are using the product.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Take some time to research and get to know my customer's business and industry. Understand how their business works, what they specialize in, and what challenges they face.
  2. Be prepared to ask questions during the call and take notes.
  3. Build rapport by highlighting how we've helped other companies with similar challenges.

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