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. Lack of real-time data and visibility into sales metrics
  2. Inefficient collaboration and communication between sales team members
  3. Difficulty in tracking and managing sales pipelines and forecasting accurately
  4. Limited automation and integration capabilities with other tools
  5. Inconsistent reporting and analysis of key performance indicators
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 the customer is facing in their sales process.
  2. Identify areas of inefficiencies in their current workflow and collaboration processes.
  3. Determine the goals and objectives the customer wants to achieve with the software.
  4. Assess the current level of adoption and usage of the software within the sales team.
  5. Establish a timeline and roadmap for implementation and onboarding to ensure a successful transition.
Icon of a board with tactical drawings

Tactical Considerations

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

  1. Managing sales forecasting accuracy and visibility across the organization.
  2. Improving collaboration between the sales team and other departments for smoother operations.
  3. Enhancing integration of the Enterprise Planning Software with existing tools and systems to streamline processes.
  4. Increasing productivity by automating manual tasks and optimizing workflows within the sales department.
  5. Providing insights and analytics to drive data-informed decision-making within the company.
Icon of 2 chat bubbles

Building Rapport

Suggestions for an effective first call and any future calls:

  1. Understand their current pain points and challenges in their sales process. Ask questions about their current software usage, what is working well, and what areas they feel could be improved.
  2. Research their industry and understand common trends and challenges faced by companies similar to theirs in the enterprise planning space. Be prepared to provide insights and best practices specific to their industry.
  3. Show genuine interest in their company and their role. Ask about their background, experience, and what they are looking to achieve with the new software. Personalize the conversation to build a stronger relationship.

Keep this handy!
Save your report now.

Print & Save
Powered by ChatGPT Badge