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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.
  1. Ensure they are able to work seamlessly and securely with remote teams on projects.
  2. Enable collaboration between departments, such as Sales and Marketing, to help optimize process flows.
  3. Provide data insights to help generate efficient and informed decisions.
  4. Provide training tools and resources that can be used to further support their customers' success.
  5. Assist with optimizing operational processes to help save time and resources
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Objectives & Key Results

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

  1. Understand their current workflow processes and determine areas of improvement
  2. Develop best practices on how they can increase productivity and collaboration within the organization
  3. Review how they share and store information and identify strategies to improve visibility
  4. Suggest tools and systems to help optimize their workflow
  5. Discuss customer experience management solutions to improve customer satisfaction
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Tactical Considerations

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

  1. Scaling their business as they grow to keep up with demands on their staff, products, and services.
  2. Automating processes as much as possible to ensure seamless business operations.
  3. Maintaining visibility and insights into all ongoing projects.
  4. Optimizing their workflow to maximize revenue and minimize wastage of resources.
  5. Disseminating relevant and timely marketing materials to the right audience.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Take out time to understand the customer's unique business challenges and objectives. Ask questions about the current situation and explore what kind of issues the customer is facing in their organization.
  2. Frame the conversation to focus on how our service will improve the customer's business process and help them reach their goals. Focus on the benefits and value our product will bring.
  3. Be engaging and personable. Take out time to build rapport and get to know the customer a bit. Personalize the conversation to make sure the customer feels comfortable on the call.

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