Know your Customers on a First-Needs Basis

Go beyond names and titles. Understand your customer’s needs and goals to build the kind of relationship that makes them call you first.

Know More. Plan Better.

Our customizable tools help you capture current knowledge, fill in missing links, and see the big picture.

Understand the Dynamic

Who runs the day-to-day? Who makes the big decisions? Who are the stakeholders?

Org Chart and Client Profiles

See the overall structure and culture at your client’s organization, and build detailed profiles for individual key contacts.

Kapta Best Practices

Automatically import accounts and contacts from your existing CRM. Review as a team to capture everyone’s knowledge—and address any gaps.

Understand the Objective

What is your customer trying to achieve? How do they expect you to help? How can you exceed those expectations?

Voice of Customer

Dive deeper into needs, expectations, and goals with our VOC tools. Jump-start the process with our pre-populated surveys and customize as needed along the way.

Kapta Best Practices

The goal is to understand your customer better—so don’t just email survey questions every time. Set up a face-to-face meeting to really get a sense of what matters to them.

Enter the SWOT Team

Now that you know what they want to do, it’s time to understand what’s working in their favor—and what could hold them back.

SWOT Analysis

Use our incisive SWOT framework to guide a productive customer workshop, and store the final product in Kapta for easy reference during account planning and execution.

Kapta Best Practices

As you head into the account planning process, use your SWOT analysis to help pressure test your client’s strategy and prioritize their goals across a given timeframe.