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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. Streamlining internal processes and processes across departments
  2. Increasing transparency and visibility across leadership
  3. Reducing operational costs
  4. Improving employee collaboration and communication
  5. Leveraging data and analytics for more informed decision making
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Objectives & Key Results

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

  1. Objective: Learn more about the customer's current workflow and process organization implementation within their organization.
  2. Key Result: Identify what processes and tools are currently in place and how they can be improved.
  3. Objective: Understand the customer's challenges that the B2B software can help them solve.
  4. Key Result: Create a baseline of where the customer is currently and what improvements are needed.
  5. Objective: Become familiar with the customer's goals and objectives for using the B2B software.
  6. Key Result: Align customer goals and objectives with the software's capabilities.
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Tactical Considerations

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

  1. Understanding the higher-level goals and objectives of their organization.
  2. Measuring and optimizing usage of B2B SaaS product.
  3. Implementing appropriate changes / updates to successfully leverage the B2B SaaS product.
  4. Ensuring transparency, accessibility, and collaboration of information between colleagues.
  5. Minimizing potential disruption of daily operations due to changes / updates.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Understand your customer's goals and objectives. Ask questions to get a clearer picture of their intended objectives for their organization and for each goal they are attempting to accomplish with our product.
  2. Get to know more about their business. Ask questions about their current operations, team structure, customer flow, and any areas where they are having difficulty. This will give you a better understanding of their organization and their needs.
  3. Be open, honest, and friendly. Establishing rapport with your customer on the first call is an important part of building a successful relationship. Show your customer that you understand their goals, objectives, and needs and that you want to help them succeed.

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