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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. Implementing an efficient CRM system to track sales activities and manage customer relationships effectively.
  2. Improving sales forecasting accuracy to better align sales targets with business goals.
  3. Streamlining the lead generation process to increase the quality and quantity of leads for the sales team.
  4. Enhancing communication and collaboration between sales team members to ensure a unified approach to sales strategy.
  5. Increasing visibility into sales performance metrics to identify areas of improvement and optimize sales processes.
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Objectives & Key Results

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

  1. Understand the current pain points and challenges they are facing in terms of productivity, collaboration, and visibility within their organization.
  2. Identify their specific goals and objectives for improvement in these areas, such as increasing sales team efficiency, streamlining communication processes, and enhancing reporting capabilities.
  3. Determine the key stakeholders and decision-makers within the organization who will be involved in the implementation and adoption of the solution.
  4. Provide an overview of the features and capabilities of our platform that align with their needs and objectives, demonstrating how our solution can address their pain points and help achieve their goals.
  5. Discuss a timeline for implementation and onboarding, setting clear expectations for milestones and deliverables to ensure a successful rollout of the solution within their organization.
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Tactical Considerations

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

  1. Your customer likely needs help with streamlining their sales process. They may face challenges in staying organized, tracking leads effectively, and ensuring that the sales team is following up with prospects promptly.
  2. Increasing collaboration within the sales team and with other departments could be a priority. There may be communication gaps that need to be bridged to ensure a seamless flow of information and resources.
  3. Enhancing visibility into sales performance and analytics is crucial. Your customer may struggle with generating accurate and insightful reports, tracking key metrics, and understanding the overall health of their sales pipeline.
  4. Integrating the software into their existing tech stack and ensuring that it aligns with their current workflows is essential. They may require support in setting up the platform, training their team, and troubleshooting any technical issues that arise.
  5. Improving efficiency and productivity within the sales team is a common goal. Your customer may be looking for ways to automate repetitive tasks, minimize manual data entry, and empower their team with tools that help them work more effectively.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Do some research on the company's current software stack and understand how they are currently utilizing their financial software. This will show that you're invested in their business and have done your homework.
  2. Review any recent news or updates related to the company's industry or competitors. Bringing up relevant industry trends or news can help spark interesting conversations and show that you are up-to-date with their industry.
  3. Ask open-ended questions to understand their pain points, goals, and current workflows. This will demonstrate that you are genuinely interested in their success and are there to help them achieve their objectives.

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