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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. Ensure you have a comprehensive understanding of their data systems and architecture, and develop tailored solutions that enable automation to reduce manual input.
  2. Identify specific processes or workflows that could benefit from improved collaboration capabilities.
  3. Enable the customer to select the most suitable method for improving visibility into data-intensive tasks, such as dashboards, reporting, and analytics.
  4. Provide guidance and recommendations on best practices tailored to their specific industry, including any new regulatory requirements they may need to adhere to.
  5. Prototype potential solutions to demonstrate the value of the product, seeking feedback from all stakeholders at each stage of the process.
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Objectives & Key Results

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

  1. Identify the main challenge/s the customer needs help with and discuss potential solutions.
  2. Assess visibility and collaboration already being implemented within their organization.
  3. Develop a plan to increase and optimize customer's visibility, collaboration, and productivity.
  4. Gather KPI's to measure and track the customer's progress.
  5. Establish a timeline and milestones to ensure customer is meeting objectives and key results.
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Tactical Considerations

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

  1. Increasing operational efficiency across departments
  2. Improving customer service/SAAS offerings
  3. Enhancing scalability and cost-effectiveness
  4. Developing strategic partnerships to expand customer base
  5. Aligning operations, technology, and infrastructure to meet customer requirements
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Do some research on the customer's business and industry to become familiar with the challenges they are facing and how your product might be used to benefit their organization.
  2. Send any relevant resources, such as product case studies in the customer's industry, before the call so that they have the opportunity to review prior to the call.
  3. Send a personalized message with a friendly greeting to introduce yourself and build a connection with the customer before the call.

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