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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 could be managing multiple training programs across various departments or locations. This can lead to inefficiencies and lack of centralized oversight.
  2. Another priority they may have is ensuring that training materials and resources are up-to-date and easily accessible to all employees. This can be challenging when information is scattered or outdated.
  3. They might also struggle with tracking and measuring the effectiveness of their training programs. It can be difficult to know if the training is truly driving desired outcomes without proper metrics in place.
  4. Additionally, they may face difficulties in fostering collaboration and engagement among employees during training sessions. Keeping participants engaged and interactive can be a challenge, especially in a virtual setting.
  5. Lastly, they might have concerns about compliance and regulatory requirements related to their training programs. Ensuring that all training activities adhere to industry standards and regulations can be a top priority for them.
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Objectives & Key Results

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

  1. Understand their current workflow and pain points: Identify how they currently manage projects, collaborate on tasks, and track progress. Pinpoint any challenges or inefficiencies they are facing.
  2. Educate them on the full capabilities of our software: Make sure they are aware of all the features and functionalities that can help address their specific needs. Provide examples of how other customers in the Education industry have benefited from similar solutions.
  3. Set clear objectives for the implementation: Define specific goals they want to achieve with the software, such as increasing team efficiency, improving communication, or streamlining processes. Ensure these objectives are measurable and aligned with their overall business strategy.
  4. Create a timeline for onboarding and training: Establish a plan for getting their team up and running on the software, including training sessions, user adoption strategies, and milestones for implementation. Set realistic deadlines and expectations to ensure a smooth transition.
  5. Discuss the metrics for success: Define key performance indicators (KPIs) that will measure the impact of the software on their organization. Determine how these metrics will be tracked and analyzed to demonstrate the value of the solution.
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Tactical Considerations

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

  1. Managing multiple training programs and initiatives simultaneously, leading to a need for efficient project tracking and reporting.
  2. Ensuring seamless communication and collaboration among trainers, students, and administrators to streamline the training process.
  3. Tracking student progress and performance to identify areas for improvement in the training curriculum and delivery methods.
  4. Compliance with industry regulations and standards while maintaining quality and consistency in training outcomes.
  5. Measuring the ROI of training programs and demonstrating the impact of training on organizational performance and employee development.
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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, make sure to have a good understanding of their company, industry trends, and challenges. This will show that you have done your homework and are genuinely interested in helping them.
  2. Ask open-ended questions: During the call, ask open-ended questions to encourage your new contact to share their thoughts, concerns, and goals. This will help you better understand their needs and tailor your solution to fit their specific requirements.
  3. Share relevant success stories: To build credibility and showcase your expertise, share relevant success stories of how your solution has helped similar companies in the past. This will demonstrate the value you can bring to their organization.

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