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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. Ensuring minimal disruption to day-to-day productivity during the implementation process.
  2. Adopting new technology processes in an efficient way to maximize productivity.
  3. Achieving rapid user adoption for all new employees within the organization.
  4. Managing collaboration and visibility across the organization's different departments and divisions.
  5. Integrating with existing IT infrastructure in a secure manner.
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Objectives & Key Results

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

  1. Understand the customer's overall goal of increased productivity, collaboration, and visibility within their organization.
  2. Gather customer requirements and understand their use cases.
  3. Identify and scope out key areas for improvement.
  4. Evaluate existing workflows and processes to identify weaknesses.
  5. Develop actionable plan with measurable objectives and key results.
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Tactical Considerations

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

  1. Increasing efficiency while working remotely.
  2. Scaling enterprise-wide collaboration and communication.
  3. Improving accuracy and visibility of project timelines.
  4. Ensuring compliance with regulations and industry standards.
  5. Reducing training times and costs for new hires.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the company’s goals, needs, and the industry. Understand their pain points and challenges, the kinds of services they provide, and the size of their team.
  2. Send them a brief agenda for the call in advance and offer to answer any questions they may have.
  3. Greet the customer with enthusiasm and a friendly tone. Share relevant stories or experiences to build rapport and make them comfortable.

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