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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. They may struggle with data overload and the need to effectively manage large volumes of information to make informed business decisions.
  2. They might face challenges with integrating various data sources and systems to create a unified view of their business operations.
  3. They could be experiencing difficulties in generating meaningful insights from their data and transforming it into actionable strategies.
  4. They may be looking for ways to improve data visualization and reporting capabilities to communicate key performance indicators effectively.
  5. They might be interested in streamlining business processes and automating manual tasks to increase efficiency and reduce operational costs.
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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 organization.
  2. Identify specific goals and key performance indicators (KPIs) the customer wants to achieve with the help of our solution.
  3. Educate the customer on best practices for using our platform to drive productivity and collaboration within their team.
  4. Create a roadmap or action plan with clear objectives and milestones for the customer to track progress and success.
  5. Establish metrics for measuring ROI and success with our solution to ensure the customer sees tangible value from their investment.
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Tactical Considerations

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

  1. They may be struggling with data silos within different departments, making it difficult to collaborate and share information effectively.
  2. There could be a lack of visibility into key performance metrics and real-time data, leading to inefficiencies in decision-making processes.
  3. They might be dealing with manual and time-consuming reporting processes that hinder their ability to quickly analyze and act on data insights.
  4. They may face challenges in managing and tracking project progress and team productivity, resulting in missed deadlines and inefficiencies.
  5. They might be experiencing difficulties in integrating and centralizing data sources from multiple systems, leading to data accuracy and consistency issues.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the company's recent news, press releases, or blog posts to understand their current initiatives and challenges.
  2. Review any previous communication with the customer to have context on their expectations and past interactions with your company.
  3. Prepare open-ended questions about their current workflows, pain points, and goals to show your interest in understanding their specific needs.

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