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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. Limited visibility into employee performance and engagement metrics, leading to difficulty in understanding overall team productivity and effectiveness.
  2. Inefficient communication and collaboration processes among HR teams and other departments, resulting in delays in resolving issues and implementing company-wide initiatives.
  3. Compliance challenges with ever-changing HR regulations and policies, putting the organization at risk of non-compliance penalties and lawsuits.
  4. Difficulty in tracking and managing employee training and development programs, hindering career growth opportunities and skill development within the company.
  5. Lack of comprehensive HR analytics and reporting capabilities, making it hard to make data-driven decisions and measure the impact of HR initiatives on business outcomes.
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Objectives & Key Results

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

  1. Understand their current workflows and pain points in terms of productivity, collaboration, and visibility within the organization.
  2. Identify key metrics or KPIs that the customer is looking to improve or optimize in order to measure the success of our solution.
  3. Determine the level of adoption and utilization of our software within their organization and pinpoint areas for improvement.
  4. Discuss any training or support needs that the customer may have to ensure successful implementation and ongoing usage of our solution.
  5. Establish a timeline for onboarding and rollout of our software to align with the customer's objectives and priorities.
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Tactical Considerations

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

  1. They may struggle with ensuring that their HR software is being effectively utilized by their employees, leading to underutilization of features and capabilities.
  2. They may face challenges in onboarding new hires efficiently, as well as providing ongoing training to existing employees on the HR software.
  3. They may have difficulty in measuring the impact of the HR software on their organization's productivity and overall success.
  4. They may need to address issues related to data security and compliance within the HR software to ensure that employee information is safeguarded.
  5. They might be looking for ways to optimize processes and workflows within the HR software to achieve greater efficiency and cost-effectiveness.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Understand the current challenges and pain points they are facing with their current HR software. Ask questions about their current workflows, any inefficiencies they have identified, and any areas where they see room for improvement.
  2. Research their company's culture and values to align your approach to their specific needs and goals. Tailoring your solutions to their values will show your commitment to understanding their unique business environment.
  3. Show genuine interest in their success. Ask about their career progression, professional background, and personal interests to build a personal connection and establish a strong foundation for a long-lasting partnership.

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