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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. Adoption of new technology: Educators may struggle with adopting new tools and technologies due to lack of training, resistance to change, or uncertainty about how the new tools will impact their workflow.
  2. Communication and collaboration: Educators often need seamless communication and collaboration tools to work with colleagues, students, and parents effectively, especially in the remote learning environment.
  3. Data management and analysis: Managing and analyzing data such as student performance, attendance, and behavior can be overwhelming without proper tools and processes in place.
  4. School administration tasks: Educators may find it challenging to balance teaching responsibilities with administrative tasks like grading, lesson planning, and student evaluations.
  5. Limited visibility into student progress: Educators may struggle to track student progress and provide personalized support without access to real-time data and insights.
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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 the customer is facing in terms of productivity, collaboration, and visibility within their organization.
  2. Identify key stakeholders and decision-makers within the customer's organization who are involved in driving initiatives related to productivity, collaboration, and visibility.
  3. Gather information on the systems and tools the customer is currently using to manage their processes and workflows, and assess if there are any gaps or inefficiencies that can be addressed.
  4. Discuss the customer's short-term and long-term goals related to productivity, collaboration, and visibility, and determine how the solution provided can help them achieve those goals.
  5. Establish a timeline and roadmap for implementation, training, and ongoing support to ensure a successful rollout of the solution that meets the customer's objectives.
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Tactical Considerations

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

  1. Managing multiple school sites and ensuring consistent communication and collaboration across all locations.
  2. Tracking student progress and ensuring that teachers have real-time visibility into student performance and needs.
  3. Coordinating with parents and guardians to provide updates on student progress and ensure a strong home-school connection.
  4. Keeping up with curriculum changes and educational trends to ensure that the school remains competitive and provides a high-quality education.
  5. Overcoming budget constraints and finding cost-effective solutions to improve educational outcomes while staying within financial limitations.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research their company and industry to understand their pain points and challenges better.
  2. Ask open-ended questions to uncover specific needs and goals they have for their organization.
  3. Show genuine interest in their business and personalize the conversation to their unique situation.

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