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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. Help the customer understand the true ROI of the software.
  2. Streamline the customer's workflow.
  3. Integrate with other applications they commonly use.
  4. Provide analytics and performance metrics.
  5. Train the customer on how to maximize the value of the software.
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Objectives & Key Results

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

  1. Identify the primary use cases the customer wants to address, including automating workflows and self-service solutions.
  2. Understand the customer's current processes, tools, and resources for tracking and measuring productivity and success.
  3. Create a plan to increase both short and long-term visibility for the customer’s teams and projects.
  4. Identify and prioritize areas of improvement for the customer’s existing workflows and collaboration practices.
  5. Set achievable key results to measure the success of the implementation of the proposed solution.
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Tactical Considerations

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

  1. Increase visibility of customer’s product/brand to gain more market share.
  2. Streamlining operations for improved service delivery.
  3. Leverage data-driven insights to drive customer loyalty.
  4. Identify automation techniques and digital transformation initiatives to speed up processes.
  5. Define a customer-centric focused strategy for long-term success.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Conduct research to understand the customer’s goals, objectives, and current strategies with regards to collaboration and visibility.
  2. Prepare questions to uncover customer pain points in existing workflow and solutions the customer has already tried.
  3. Start the call in a light-hearted way to break the ice, build trust and create a shared sense of enthusiasm.

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