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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. Increase visibility into customer performance and usage metrics to gain insights and make more informed decisions.
  2. Improve employee engagement and collaboration around specific tasks and projects.
  3. Establish more efficient processes to streamline workflows.
  4. Reduce manual work and increase automation.
  5. Facilitate better customer segmentation and targeting.
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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 current workflows and evaluate if they are optimally designed.
  2. Analyze customer's current usage of the SaaS platform and identify areas to improve user adoption.
  3. Investigate how the customer's team utilizes analytics and offer ways to better utilize data-oriented metrics.
  4. Identify possible ways for the customer to create collaboration between departments using the platform.
  5. Explore projects that leverages all the potential features of the SaaS platform to drive customer results.
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Tactical Considerations

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

  1. Managing and maintaining internal processes and procedures to ensure customer satisfaction.
  2. Finding ways to implement software solutions to reduce manual processes and systems redundancies.
  3. Developing and managing budget/cost constraints to make sure solutions are cost effective.
  4. Providing effective and timely customer support to ensure customer retention.
  5. Identifying and leveraging best practices that deliver the most impact with the least effort.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Take time to understand the customer's core needs, challenges, and goals - Go beyond what's on paper.
  2. Demonstrate your knowledge and expertise of the B2B software industry, our offering, and the customer’s own objectives.
  3. Build trust by making sure the customer knows that you are here to help and support them in accomplishing their goals.

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