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 centralization of project information and communication, leading to misaligned teams and duplicated efforts.
  2. Difficulty in tracking project timelines and deadlines, resulting in delays and missed deliverables.
  3. Inefficient collaboration across teams and departments, hindering the sharing of crucial information and best practices.
  4. Limited visibility into project progress and performance, making it challenging to make data-driven decisions and optimize processes.
  5. Manual and time-consuming reporting processes, causing delays in accessing critical insights and hindering real-time decision-making.
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 terms of productivity, collaboration, and visibility within their organization.
  2. Identify the specific goals and objectives the customer wants to achieve through the use of our product.
  3. Discuss the current usage and adoption of our tool within the customer's organization to identify any areas of improvement or optimization.
  4. Explore any integrations or additional functionalities that could enhance the customer's experience and help them achieve their goals more effectively.
  5. Capture feedback from the customer on their overall satisfaction with our product and the support they have received so far.
Icon of a board with tactical drawings

Tactical Considerations

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

  1. Need to streamline communication and collaboration among team members to ensure projects are completed efficiently and on time.
  2. Desire to improve project visibility and tracking to ensure all team members are aligned on tasks and deadlines.
  3. Looking for ways to increase productivity and automate manual processes to save time and resources.
  4. Concerned about data security and confidentiality when implementing new software solutions within the organization.
  5. Struggling to find the right balance between customization and off-the-shelf solutions to meet their unique business requirements.
Icon of 2 chat bubbles

Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the company's current processes, pain points, and goals to understand how our software can help address their specific needs.
  2. Prepare thoughtful questions to show that you have a genuine interest in their business and are committed to helping them succeed.
  3. Share relevant success stories or case studies of similar companies that have benefited from implementing our solution to build credibility and trust.

Keep this handy!
Save your report now.

Print & Save
Powered by ChatGPT Badge