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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. One common pain point the IT Manager may face is dealing with outdated systems and software that hamper productivity and collaboration within the organization.
  2. Another challenge may be the lack of proper communication and transparency between different departments, leading to silos and inefficiencies.
  3. Managing security risks and ensuring data protection can also be a priority for the IT Manager, considering the increasing cyber threats in today's business environment.
  4. Integrating new technology and tools with existing systems seamlessly to improve overall operational efficiency and user experience may also be a focus area for the IT Manager.
  5. Addressing user adoption and training issues to ensure that the employees in the organization can effectively utilize the available technology solutions to their full potential.
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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: Explore the specific challenges they are facing that are hindering productivity, collaboration, and visibility within their organization.
  2. Identify key success metrics: Determine what KPIs are most important to the customer and what metrics they are currently tracking to measure success.
  3. Discuss current workflows: Gain an understanding of their current processes and workflows, including any existing tools they are using to manage projects and collaborate.
  4. Establish goals and objectives: Work with the customer to define clear and measurable goals for increasing productivity, collaboration, and visibility within their organization.
  5. Develop a plan of action: Collaborate with the customer to create a roadmap for how they can leverage our software to achieve their goals and improve their business outcomes.
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Tactical Considerations

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

  1. Managing multiple projects simultaneously and ensuring deadlines are met
  2. Improving communication and collaboration between team members, especially in a remote work environment
  3. Tracking and analyzing data to make informed decisions and drive business growth
  4. Ensuring compliance with industry regulations and standards
  5. Optimizing processes and workflows to increase efficiency and reduce costs
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the company and industry: Understand the challenges faced by companies in the Management Consulting space, specifically related to productivity, collaboration, and visibility.
  2. Prepare relevant success stories: Have case studies or examples ready that demonstrate how your solutions have helped similar companies in the past.
  3. Show genuine interest: Ask open-ended questions to show you are interested in understanding their unique needs and challenges.

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