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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. Implementing HIPAA-compliant solutions to ensure the security and privacy of patient data.
  2. Streamlining processes to reduce administrative burden and improve overall efficiency.
  3. Improving communication and collaboration among team members and care providers to enhance patient care.
  4. Enhancing visibility into key metrics and performance indicators to make data-driven decisions and drive improvements.
  5. Managing and integrating various software solutions to create a seamless workflow and user experience.
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Objectives & Key Results

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

  1. Understand the current workflow and identify pain points that are hindering productivity.
  2. Provide a demo of how our platform can streamline processes and improve collaboration among team members.
  3. Discuss specific metrics and KPIs that the customer should track to measure the impact of our software on their business.
  4. Create a tailored success plan with clear objectives and key results to achieve within the first 30, 60, and 90 days of using our platform.
  5. Offer training resources and ongoing support to ensure that the customer maximizes the potential of our software within their organization.
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Tactical Considerations

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

  1. Having to juggle multiple systems and platforms to manage and track various processes within the organization.
  2. Struggling with communication and collaboration among team members due to dispersed locations or varied work shifts.
  3. Facing challenges in accessing real-time data and reports to make informed decisions promptly.
  4. Dealing with inefficiencies in task delegation and tracking progress across various projects and initiatives.
  5. Managing compliance and regulatory requirements while ensuring that all processes are following industry standards and guidelines.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the healthcare services industry and the specific area of focus of the B2C company to gain a better understanding of their challenges, competitors, and opportunities.
  2. Review any historical data or communication from the customer to understand their pain points, current state, and objectives.
  3. Prepare specific questions related to the benefits they are looking to achieve with our software solution, demonstrating our interest in their success and understanding of their unique needs.

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