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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. Improving team collaboration and communication within the organization.
  2. Creating processes for onboarding and setting up new product features.
  3. Gaining visibility into key performance metrics.
  4. Identifying and addressing customer satisfaction or adoption issues.
  5. Maintaining a comprehensive customer health score to prevent churn.
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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 overall business goals and objectives
  2. Identify the customer's current challenges, potential risks and opportunities
  3. Explore the customer's current utilisation of the product or service
  4. Uncover and review any objectives and key results (OKRs) that have been or will be established
  5. Discuss the customer’s timeline for success and the resources needed to achieve it
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Tactical Considerations

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

  1. Productivity - Proactive customer success, data-driven decisions, process improvement, and streamlining of operations
  2. Collaboration - Encouraging collaboration among customers, their teams, and third-party vendors
  3. Visibility - Enhanced visibility into customer data, trends, workflows, and goals
  4. Risk Management - Reduced risk from poor decisions and data-related liabilities
  5. Integrations - Seamless integration of customer-facing and internal technology to ensure efficiency
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Take some time to review the customer's website and understand the core services they provide.
  2. Be prepared to discuss how the solutions offered by our SaaS platform can benefit the company and help deliver on its goals.
  3. Ask the customer to explain the challenges they are currently facing to ensure the software we provide fits their particular needs.

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