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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. Difficulty tracking student engagement and outcomes: With a diverse student body and a multitude of programs, the Director may struggle to effectively track student engagement and measure outcomes.
  2. Manual and time-consuming processes: The Director may find that many of their current processes are manual and time-consuming, leading to inefficiencies and bottlenecks in their workflow.
  3. Lack of collaboration and communication across departments: In a large organization like a college or university, silos between departments can hinder collaboration and communication, impacting overall productivity.
  4. Managing a large volume of student inquiries and requests: The Director may find themselves inundated with student inquiries and requests, making it challenging to prioritize and respond in a timely manner.
  5. Difficulty identifying and addressing student success roadblocks: It can be challenging to identify students who may be at risk of dropping out or underperforming, making it hard to provide timely interventions and support.
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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 or challenges they are facing in their organization when it comes to productivity, collaboration, and visibility.
  2. Identify their current tools and processes for managing projects, communication, and tracking progress.
  3. Discuss their goals and objectives for implementing the B2B SaaS solution and how they envision it helping their team and organization.
  4. Explore the level of adoption and engagement from their team members with the B2B SaaS solution and discuss any barriers they may have encountered.
  5. Establish clear success metrics and KPIs that the customer would like to achieve with the B2B SaaS solution, such as increased efficiency, reduced time on tasks, improved communication, or better visibility into project status.
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Tactical Considerations

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

  1. Streamlining communication between departments and teams
  2. Enhancing student engagement and satisfaction
  3. Improving staff productivity and efficiency
  4. Increasing visibility into student progress and performance
  5. Ensuring compliance with regulatory requirements
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Understand the specific pain points and challenges faced by colleges and universities in the education industry. Research the common issues they encounter such as student engagement, data management, or faculty communication.
  2. Be familiar with the current tools and processes used by similar organizations. Knowing what they are currently using and what is working or not working for them can help tailor your solutions to their needs.
  3. Show genuine interest in their industry and the unique challenges they face. Demonstrate your understanding of their business by asking thoughtful questions and actively listening to their responses.

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