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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. Managing complex project timelines and deadlines efficiently
  2. Ensuring effective communication among team members and stakeholders
  3. Tracking and organizing vast amounts of project data and documents
  4. Improving visibility into project progress and potential roadblocks
  5. Streamlining collaboration between internal teams and external partners
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Objectives & Key Results

Use these OKRs (objectives and key results) to help your customer find success:

  1. Understand the current collaboration tools and processes in place within the organization and identify opportunities for improvement to increase productivity and efficiency.
  2. Discuss specific pain points or challenges the customer is facing in terms of internal communication, project management, or overall visibility within their organization.
  3. Explore how the customer measures success or ROI when implementing new tools or processes and align on clear objectives and key results for the partnership.
  4. Educate the customer on best practices for leveraging the features and functionalities of our software to meet their specific needs and goals within the construction industry.
  5. Establish a timeline for implementation, training, and ongoing support to ensure a smooth transition and successful adoption of the new technology across the organization.
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Tactical Considerations

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

  1. The need for efficient project management to ensure timely completion of construction projects.
  2. The challenge of coordinating schedules and deadlines among different teams and departments.
  3. The importance of real-time communication to address issues quickly and prevent delays.
  4. The need for clear visibility into project progress and resource allocation to make informed decisions.
  5. The challenge of document management and version control to ensure all team members have access to the most up-to-date information.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Do some research on the company and their industry so you can demonstrate your understanding and knowledge during the call.
  2. Ask open-ended questions to encourage your point of contact to share more about their challenges and goals.
  3. Show genuine interest in their role, company, and industry. Personalize your conversation to make a connection.

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