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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. Understanding how they use data to measure progress and efficiency, and identify opportunities for improvement.
  2. Increasing collaboration between teams and departments.
  3. Streamlining business processes to reduce complexity and improve operational efficiency.
  4. Ensuring visibility in order to strengthen accountability processes within the company.
  5. Improving communication to promote transparency and build trust.
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Objectives & Key Results

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

  1. Improve inter-departmental communication and collaboration with a custom user access interface
  2. Identify and implement a simple and efficient process to increase project visibility across stakeholders
  3. Decrease product delivery lead times through automated inventory tracking and fulfillment processes
  4. Maximize resource utilization by establishing streamlined process for resource assignment and project management
  5. Reduce overhead cost related to project management by increasing automation within project lifecycle
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Tactical Considerations

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

  1. Adopting new technologies and software to improve productivity.
  2. Ensuring knowledge is shared and distributed amongst stakeholders in the organization.
  3. Creating consistent user experience among multiple software programs.
  4. Developing better communication and collaboration solutions.
  5. Increasing visibility among departments and levels to make informed decisions.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Identify their core goals and objectives for the product. Make sure to ask questions to better understand what success looks like for this customer.
  2. Research the customer's industry as well as their specific company. This will give you a better understanding of the customer's needs and pain points.
  3. Be personable and show genuine interest in the customer's business. Show that you understand their needs by relating customer success stories with similar customers.

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