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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. They may struggle with streamlining communication and collaboration among remote teams and departments, leading to inefficiencies and misalignment.
  2. They might face challenges in tracking and managing employee performance, especially in a hybrid work environment.
  3. They could be dealing with manual and time-consuming processes for onboarding new employees and managing HR tasks.
  4. They may be looking to improve employee engagement and retention through better training and development programs.
  5. They might be seeking ways to increase visibility and reporting on key metrics for decision-making and strategic planning.
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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 the customer is facing in terms of productivity, collaboration, and visibility within their organization.
  2. Identify the key stakeholders within the organization who will be impacted by the implementation of our solutions and their specific needs and expectations.
  3. Evaluate the customer's current workflows and processes related to productivity, collaboration, and visibility to identify areas of improvement and optimization.
  4. Discuss the customer's goals and objectives for implementing our solutions and define clear KPIs to measure the success of the implementation.
  5. Review the customer's onboarding and training plan to ensure that the team is equipped with the necessary knowledge and resources to maximize the value of our solutions.
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Tactical Considerations

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

  1. They may struggle with managing a large number of candidates and clients simultaneously, leading to potential communication gaps and inefficiencies in the recruitment process.
  2. They may face challenges in keeping track of key metrics and performance indicators to assess the success of their recruitment efforts and identify areas for improvement.
  3. They may encounter difficulty in ensuring consistent and effective communication with candidates, clients, and internal stakeholders, potentially impacting the overall candidate experience and client satisfaction.
  4. They may need assistance in streamlining their internal processes and workflows to optimize productivity, reduce manual tasks, and enhance overall operational efficiency.
  5. They may seek ways to leverage technology and automation to simplify repetitive tasks, enhance data management, and improve decision-making processes within their recruitment operations.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research their company and industry: Before the call, take the time to research the company and industry trends. This will show your client that you understand their business and are prepared to provide valuable insights.
  2. Ask open-ended questions: During the call, focus on asking open-ended questions to uncover their pain points, goals, and challenges. This will help you tailor your solutions to their specific needs.
  3. Share success stories: Share relevant success stories of how your product has helped similar companies in the past. This can build credibility and show your client the value you can provide.

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