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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. One common pain point your new contact may experience is difficulty in consolidating data from multiple sources. This can lead to discrepancies, delays in reporting, and inefficiencies in decision-making.
  2. Another priority for them could be improving data quality and accuracy. Ensuring that the data being used for reporting and analysis is reliable and consistent is essential for making informed business decisions.
  3. They may also be looking to streamline their reporting processes and automate manual tasks. This can help them save time and reduce the risk of errors associated with manual data manipulation.
  4. Enhancing data visualization capabilities could be another key focus area. Clear and insightful visualizations can help communicate complex information more effectively and drive better decision-making within the organization.
  5. Lastly, they may be interested in leveraging advanced analytics techniques, such as predictive modeling or machine learning, to uncover valuable insights from their data and stay ahead of the competition.
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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 company is facing in terms of productivity, collaboration, and visibility within their organization.
  2. Identify the specific goals and objectives the company has in mind for leveraging our software to address these pain points and improve their processes.
  3. Discuss and align on key success metrics that will indicate whether the implementation of our software is driving the desired outcomes for the company.
  4. Provide a high-level overview of the features and capabilities of our software that directly address the identified pain points and goals of the company.
  5. Gain insights into the company's existing workflows and tools to tailor our onboarding and training plan to ensure a smooth and successful adoption of our software.
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Tactical Considerations

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

  1. Strategic consideration: Improving data accuracy and integrity for decision-making purposes.
  2. Strategic consideration: Streamlining data collection and integration processes across different departments.
  3. Strategic consideration: Enhancing the visualization capabilities of their business intelligence software to make data insights more digestible.
  4. Tactical consideration: Dealing with user adoption challenges and ensuring all teams are utilizing the software effectively.
  5. Tactical consideration: Managing permissions and access controls within the platform to maintain data security and compliance.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Start the call by expressing understanding and empathy for their current challenges and goals. Show that you are genuinely interested in helping them succeed.
  2. Research their company and industry beforehand to show that you have a good grasp of their context and pain points. This will demonstrate your credibility and knowledge.
  3. Ask open-ended questions to encourage the customer to share more about their specific needs, priorities, and desired outcomes. This will help you tailor your solutions to their unique situation.

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