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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.

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Pain Points & Priorities

Based on your inputs, these are pain points your customer may be experiencing:

  1. Maximizing resource utilization and ensuring maximum efficiency throughout the product cycle.
  2. Fostering collaboration amongst their teams across departments and increasing organizational visibility.
  3. Managing version control and understanding process flow to maximize profits.
  4. Adopting best practices of A/B testing and data-driven decision making.
  5. Staying ahead of industry trends in order to stay competitive.
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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 processes and identify ways to make them more efficient.
  2. Create a visible platform to enable greater collaboration among different departments.
  3. Collect customer feedback to gain insight into their needs and expectations.
  4. Identify areas of concern and provide concrete solutions to reduce customer complexity.
  5. Help the customer develop and maintain good relationships with their clients.
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Tactical Considerations

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

  1. Maximize process efficiency and automate manual tasks as much as possible
  2. Real-time collaboration and communication between departments
  3. Streamline product delivery processes and ensure accurate orders with customers
  4. Effective data management practices to ensure reliable tracking and reporting
  5. Design and implementation of reliable and secure customer portals
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Start the call by introducing yourself, your role, and the purpose of the call.
  2. Ask open-ended questions about their current objectives, processes, and challenges, and really listen and explore any opportunities for improvement.
  3. Highlight how other customers in similar industries are leveraging your product to increase productivity, collaboration, and visibility.

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