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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. Managing multiple construction projects simultaneously with different timelines and requirements can be overwhelming. The need for a centralized platform to coordinate tasks and track progress is crucial for efficient project management.
  2. Ensuring clear communication and collaboration among various stakeholders such as contractors, suppliers, and project managers is essential to avoid delays and errors. A solution that facilitates real-time communication and document sharing can streamline the workflow.
  3. Tracking budget allocations, expenses, and resource utilization across multiple projects can be challenging. An integrated system that provides insights into project costs and financial performance can help in making informed decisions and avoiding budget overruns.
  4. Maintaining compliance with industry regulations and safety standards is a top priority in the construction sector. A solution that offers tools for managing regulatory requirements, safety protocols, and inspections can help in ensuring a safe and compliant working environment.
  5. Improving visibility into project timelines, milestones, and dependencies is crucial for effective planning and resource allocation. A solution that offers visual project timelines, Gantt charts, and customizable dashboards can help in monitoring progress and identifying potential bottlenecks.
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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 pain points in the department to identify areas of improvement.
  2. Educate the customer on how our product can streamline their processes, improve communication, and drive better outcomes.
  3. Discuss the specific challenges the customer faces in the Construction industry and tailor solutions to address those challenges.
  4. Collaborate with the customer to set measurable goals for increased productivity, collaboration, and visibility within their organization.
  5. Establish a timeline for implementation and onboarding to ensure a successful adoption of our product.
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Tactical Considerations

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

  1. They may struggle with project management and keeping track of various tasks, timelines, and deliverables in a complex construction project.
  2. They might face challenges in managing communication and collaboration among team members, subcontractors, and other stakeholders involved in the project.
  3. They may find it difficult to maintain real-time visibility into the progress of different work streams and identify potential bottlenecks in the project workflow.
  4. They could be experiencing difficulties in tracking and controlling project costs, monitoring budget overrun, and ensuring profitability on each project.
  5. They may have issues with document management and version control, leading to confusion and delays in sharing critical project information across the organization.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Do some research on the company's industry and their specific role within it. This will show that you are invested in understanding their business and will help you speak their language during the call.
  2. Ask open-ended questions to encourage your customer to share more about their goals, pain points, and challenges. This will help you tailor your solutions to their needs and build a stronger connection.
  3. Share a success story or example of how your product has helped similar companies in the past. This can demonstrate the value of your solution and build credibility with your new customer.

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