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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 properties and tenants efficiently
  2. Streamlining communication between landlords, tenants, and maintenance staff
  3. Tracking maintenance requests and work orders effectively
  4. Ensuring compliance with local laws and regulations
  5. Improving tenant retention and satisfaction
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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 their collaboration and visibility efforts.
  2. Discuss how our software can address those pain points and help the customer achieve their goals.
  3. Identify key stakeholders within the organization who will be using the software and ensure they are onboard with the implementation.
  4. Create a timeline for implementation and set clear expectations for training and support throughout the process.
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Tactical Considerations

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

  1. They may struggle with keeping track of important tasks, deadlines, and projects due to the high volume of work in their fast-paced industry.
  2. They may face challenges in effectively collaborating with their team members, especially if they work remotely or in different locations.
  3. They may have difficulties in maintaining visibility into the progress of various projects and initiatives, making it hard to assess the overall performance of their department.
  4. They may encounter issues with data silos and disconnected systems, leading to inefficiencies and inaccuracies in their reporting and decision-making processes.
  5. They may need better tools and processes to streamline their workflows, automate repetitive tasks, and ensure that everyone is aligned and working towards common goals.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the company and their industry to gain a better understanding of their challenges and opportunities.
  2. Prepare relevant case studies or success stories that demonstrate how your company has helped similar organizations achieve their goals.
  3. Ask open-ended questions to uncover their pain points and objectives, showing genuine interest and empathy towards their needs.

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