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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. A common pain point for your new customer could be the need for a centralized platform to manage all their real estate listings, schedules, and client communications efficiently.
  2. Another priority for them may be the desire to streamline their sales and marketing processes to reach potential buyers or tenants faster and more effectively.
  3. They may struggle with maintaining accurate and up-to-date property information across various channels, leading to missed opportunities or conflicting data.
  4. Your new customer might also be looking for ways to improve team collaboration and communication to ensure a seamless experience for clients throughout the sales or rental process.
  5. Lastly, they could be interested in implementing reporting and analytics tools to track key performance metrics, understand market trends, and make data-driven decisions to optimize their real estate business.
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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 with their current processes and tools.
  2. Identify the key goals and objectives for implementing our software within their organization.
  3. Discuss the specific areas of productivity, collaboration, and visibility that the customer is looking to improve.
  4. Establish a timeline for onboarding and training to ensure a smooth transition to using our software.
  5. Clarify expectations around support, training, and ongoing communication to ensure a successful implementation.
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Tactical Considerations

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

  1. Your customer likely deals with a high volume of communication channels, including email, phone calls, and in-person meetings, which can make it challenging to keep track of all interactions and follow-ups.
  2. They may struggle with siloed data and information across various departments, leading to a lack of visibility into the overall performance of the organization.
  3. Collaboration between teams may be difficult due to geographic dispersion, time zone differences, or varying work schedules, impacting the efficiency and effectiveness of project delivery and decision-making processes.
  4. There could be a need for better analytics and reporting tools to track key performance indicators and measure the success of initiatives and campaigns within the organization.
  5. They may face difficulties in integrating existing tools and systems into a centralized platform, resulting in manual data entry, duplication of efforts, and inefficiencies in workflow processes.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the company and industry: Before the call, familiarize yourself with the company's background, industry trends, and any specific challenges they may be facing. This will show your customer that you've done your homework and are prepared to offer valuable insights.
  2. Ask open-ended questions: During the call, engage your customer by asking open-ended questions that encourage them to share their goals, pain points, and vision for the future. This will help you tailor your solutions to their specific needs and establish a foundation for a productive partnership.
  3. Share success stories: To build credibility and establish trust with your customer, share relevant success stories or case studies from similar clients you've worked with in the past. This will demonstrate the value of your solutions and show that you have a proven track record of helping companies like theirs succeed.

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