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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. Empower collaboration within important day-to-day processes and objectives.
  2. Gain visibility into sales and marketing processes and results.
  3. Drive internal efficiencies by streamlining processes and procedures.
  4. Create more accurate data-driven insights and strategies.
  5. Increase customer acquisition and customer retention.
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Objectives & Key Results

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

  1. Increase visibility of end-to-end customer journey within the organization
  2. Decrease time spent on manual data entry
  3. Automate the reporting process to gain more accurate insights on customer experience
  4. Improve collaboration between customer-facing departments to ensure customer satisfaction
  5. Utilize data insights to leave personalized notes and experiences after every customer interaction
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Tactical Considerations

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

  1. To offer a seamless customer experience via digital solutions like online ordering, reservations, etc.
  2. To identify areas of operational inefficiency and maximize profits.
  3. To effectively manage their restaurants personnel and other resources.
  4. To build and maintain strong relationships with customers, suppliers, and other stakeholders.
  5. To develop best practices that leverage technology, innovative solutions, and customer insights.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research their business, industry, department roles and team members, and current initiatives to better understand the customer’s current environment.
  2. Send them a message to introduce yourself and your team a few days before the call to break the ice.
  3. Engage the customer in open-ended discussion to better evaluate their needs and objectives on the call.

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