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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. Difficulty in tracking and managing customer interactions and data effectively
  2. Lack of integration between various software tools leading to data silos and inefficiencies
  3. Inadequate visibility into the sales pipeline and performance metrics
  4. Challenges in streamlining communication and collaboration between different departments
  5. Struggling to customize and configure the CRM software to meet specific business needs
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Objectives & Key Results

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

  1. Understand the customer's current pain points and challenges related to productivity, collaboration, and visibility within their organization.
  2. Identify key stakeholders and decision-makers within the organization who will be involved in the implementation and adoption of the software.
  3. Discuss the customer's current workflows, processes, and tools they are using to manage projects and collaborate internally.
  4. Set clear goals and objectives for how the software can help the customer improve productivity, collaboration, and visibility within their organization.
  5. Establish a timeline for onboarding and training sessions to ensure a smooth transition to the new software platform.
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Tactical Considerations

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

  1. Dealing with data silos and fragmented information across their teams.
  2. Struggling with manual and time-consuming processes that hinder productivity.
  3. Lacking a central system for tracking and managing customer interactions and relationships.
  4. Needing better visibility into team performance and activities to make data-driven decisions.
  5. Facing challenges with user adoption and training on the current CRM system.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Start the conversation by asking about their current workflows and pain points related to productivity, collaboration, and visibility within their organization. This will demonstrate that you are genuinely interested in understanding their needs and challenges.
  2. Share relevant examples of how other customers in similar industries have successfully utilized your company's software to address similar challenges. This can help build credibility and show that you have a strong understanding of their industry.
  3. Ask about their long-term goals and how they envision using the software to achieve those goals. This will show that you are focused on their success and are committed to helping them achieve tangible results with your solution.

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