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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. Developing a streamlined sales process that reduces manual tasks and increases efficiency.
  2. Improving collaboration between internal departments, especially between sales and marketing teams.
  3. Increasing visibility into sales performance metrics to make data-driven decisions and drive revenue growth.
  4. Optimizing customer relationships and improving customer retention rates through better communication and engagement strategies.
  5. Implementing technology solutions to enhance productivity and achieve business goals in a competitive market.
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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 within their sales and business development processes, highlighting any inefficiencies or bottlenecks.
  2. Identify key opportunities for increasing productivity and collaboration within the sales team, such as streamlining workflows or implementing new tools.
  3. Assess the current level of visibility and reporting capabilities within the organization, pinpointing areas for improvement in data analysis and tracking.
  4. Discuss specific goals and objectives the VP-Level contact has for their team, focusing on measurable outcomes that align with their overall business objectives.
  5. Collaborate on a tailored roadmap for implementation and adoption of the software solution, ensuring alignment with the company's strategic initiatives and timeline.
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Tactical Considerations

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

  1. This customer likely deals with a high volume of sales inquiries and transactions on a daily basis, requiring efficient and streamlined processes to manage this workload.
  2. They may face challenges in keeping their sales team organized and ensuring that leads are properly prioritized to maximize conversion rates.
  3. Collaboration between different teams within the organization, such as sales, marketing, and customer service, may be crucial for success but could be hindered by siloed information and communication barriers.
  4. Visibility into sales performance metrics, pipeline health, and forecasting accuracy is key for strategic decision-making, but this information may be spread across various systems and not easily accessible in real-time.
  5. Given the nature of the finance industry and the specialization in food services, compliance with industry regulations and maintaining data security and confidentiality are likely top priorities for this customer.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the company's website and any recent news articles to understand their business model, challenges, and goals within the Food Services industry.
  2. Prepare specific examples of how our software has helped similar companies in the Finance industry drive productivity, collaboration, and visibility.
  3. Personalize the conversation by mentioning any common connections, shared experiences, or interests that could help build rapport and establish trust.

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