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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. Assist in increasing visibility of project performance for a better-organized workflow.
  2. Pinpoint areas of improvement to increase customer productivity.
  3. Advise the customer team on strategies to promote collaboration and streamlining communication.
  4. Suggest a budget friendly plan to foster innovation and upgrading tech infrastructure.
  5. Develop plans to maximize customer ROI and recognize potential risks early.
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Objectives & Key Results

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

  1. Provide an overview of our software and solutions to understand how our software can best meet their objectives
  2. Discover their current pain points and the technology solutions to understand where improvements can be made
  3. Help them develop a roadmap of objectives with associated metrics to measure effectiveness
  4. Identify opportunities for automation and define the process steps that are necessary to optimize efficiency
  5. Discuss long-term strategies that increase collaboration, visibility, and performance across their entire organization
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Tactical Considerations

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

  1. Strategic Considerations:
    • Establishing goals for the upcoming quarter to maximize employee engagement and operational performance.
    • Exploring new technology solutions for optimizing customer experience and streamlining processes.
    • Designing and implementing strategies for growing customer base.
  2. Tactical Considerations:
    • Ensuring data is secure, accurate, and up to date.
    • Creating effective access and workflow models for increased efficiency.
    • Developing training strategies to increase employee productivity.
    • Defining customer support policies for effective communication.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the Customer’s industry, organization, and particular needs. Show that you've done your homework by referencing specific company or industry specific points when they come up.
  2. Approach the call with a genuine, yet professional attitude. Make sure you're prepared with any relevant questions or talking points.
  3. Listen to the customer's concerns and prioritize their pain points. Show that you understand their issues and suggest viable solutions during the call.

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