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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. Increased efficiency and effectiveness of project management
  2. Improved team collaboration, communication, and workflows
  3. Reduced employee distraction and better focus on key tasks
  4. Increased user engagement with enhanced data visualization
  5. Collaborative document creation and user onboarding improvements
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Objectives & Key Results

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

  1. Understand the existing processes used in product development and gain an overall view on the current collaboration and visibility practices.
  2. Gather insights into specific areas of product delivery where the company could benefit from using our solution to automate processes, increase collaboration, and improve visibility.
  3. Gather qualitative data that will help determine which areas of the Product process may be more suitable candidates for using the B2B SaaS solution for greater ROI.
  4. Assess how the organization will benefit from our solution by identifying areas where the solution will be able to increase productivity, collaboration, and visibility.
  5. Define the tactics and strategies that may be used by the company in order to measure the success of implementing the B2B SaaS solution and reach the desired objectives.
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Tactical Considerations

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

  1. Managing customer feedback to inform product development decisions
  2. Organizing project information to communicate goals and progress updates
  3. Developing product roadmaps and timeline for product launches
  4. Extracting customer insights to improve product documentation
  5. Identifying potential risks or blockers to product release dates
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Do some research on the company to understand the challenges they are facing, potential use cases and the business objectives they are hoping to achieve within the next 6 months. By understanding their goals, I can frame the conversation in a way that is pertinent to their needs.
  2. Ask open ended questions that are tailored to the customer’s industry, company-size, and product specialities. This will allow us to gain a deeper understanding of their usage of our product and how they intend to get the most out of it.
  3. Engage with my customer through active listening and take the time to understand their questions and concerns. This will show my dedication and commitment to helping them reach their goals and ensure a positive first impression.

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