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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 efficient workflows and processes to streamline project management
  2. Enhancing communication and collaboration among team members, especially in remote or distributed teams
  3. Improving data visibility and reporting to make more data-driven decisions
  4. Managing multiple projects simultaneously and prioritizing tasks effectively
  5. Integrating tools and systems to create a seamless technology ecosystem
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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 faced by the customer in their daily operations.
  2. Provide a product overview and demonstrate how our solution can address specific pain points.
  3. Discuss possible integrations with existing tools and systems to streamline workflows.
  4. Set clear goals and objectives for the implementation of our solution within their organization.
  5. Agree on a timeline for training, onboarding, and ongoing support to ensure successful adoption.
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Tactical Considerations

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

  1. They may struggle with manual and time-consuming processes that hinder their team's productivity and efficiency.
  2. There could be a lack of visibility into ongoing projects and tasks, leading to potential bottlenecks and miscommunication.
  3. Collaboration among team members might be challenging due to siloed information and tools, impacting overall team performance.
  4. Tracking and reporting on key metrics and KPIs may be a manual and error-prone process, affecting decision-making and strategic planning.
  5. They may face challenges in scaling their current processes and workflows as the organization grows, leading to inefficiencies and decreased effectiveness.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research your customer's industry and specific department to understand their pain points and challenges.
  2. Ask open-ended questions to learn more about their current processes, pain points, and goals.
  3. Share success stories or case studies of how similar companies in their industry have benefited from your product.

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