Vitally Labs logo
Close icon

First Call Custom Brief

Here are some prompts to help you better understand your customer before jumping on that first call.

Illustration of a report and a phone surrounded by chat bubbles

Keep this handy!
Save your report now.

Print & Save
Icon of a key

Pain Points & Priorities

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

  1. Understanding and Improving Customer Satisfaction: In the education industry, customer satisfaction is paramount. The C-Level may be keen on ensuring that their clients are getting the best service possible and may be looking for ways to measure and improve customer satisfaction.
  2. Optimizing Processes and Workflows: Efficiency is crucial in management consulting, and the C-Level may be interested in streamlining processes and workflows to ensure maximum productivity and profitability.
  3. Enhancing Collaboration and Communication: Given the nature of their business, effective collaboration and communication among team members and clients are essential. The C-Level may be looking for tools and strategies to foster better collaboration and communication within the organization.
  4. Tracking Key Performance Indicators (KPIs): In management consulting, tracking KPIs is vital for measuring the success and impact of projects. The C-Level may be focused on identifying and monitoring the right KPIs to ensure that projects are on track and delivering results.
  5. Increasing Visibility and Reporting: The C-Level may need better visibility into the operations of the organization, including detailed reporting and analytics. They may be interested in tools that can provide them with real-time insights and data to make informed decisions.
Icon of a key

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 current workflow and processes to determine what improvements can be made to help them achieve their desired outcomes.
  3. Educate them on the key features and functionalities of our platform that can address their specific needs and pain points.
  4. Discuss best practices and strategies for implementing and adopting our platform within their organization to ensure maximum ROI and success.
  5. Establish key performance indicators (KPIs) and metrics to track progress and measure the impact of using our platform on their productivity and efficiency.
Icon of a board with tactical drawings

Tactical Considerations

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

  1. Having clear visibility into the progress and completion of ongoing projects and tasks.
  2. Enhancing collaboration and communication among team members to ensure everyone is on the same page.
  3. Improving productivity by streamlining workflows and eliminating redundant or manual processes.
  4. Tracking and measuring key performance indicators to gauge the effectiveness of their operations and make data-driven decisions.
  5. Ensuring that the software solutions they implement align with their overarching business goals and objectives.
Icon of 2 chat bubbles

Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the company's website and social media presence to understand their services, values, and recent news. This will help you tailor your conversation to their specific needs and show that you have done your homework.
  2. Review any communication that has been exchanged with the customer so far to get a sense of their goals, pain points, and expectations. This will allow you to have a more targeted discussion on the call.
  3. Come prepared with examples of how your product has helped similar companies in the industry and be ready to share success stories that align with the customer's challenges. This will demonstrate your expertise and credibility.

Keep this handy!
Save your report now.

Print & Save
Powered by ChatGPT Badge