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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. As a sales manager, your customer is likely facing challenges with sales team alignment and communication. They may struggle to ensure that all team members are on the same page and working towards common goals.
  2. Customer engagement and retention could be a significant pain point for your customer. They may be looking to improve customer satisfaction and loyalty through better communication and personalized interactions.
  3. Lead management and tracking might also be an area of concern for your customer. They may need a solution to streamline their lead generation process and ensure that leads are properly nurtured and followed up on.
  4. Data analysis and reporting are crucial for your customer's department. They may be seeking ways to better track and measure sales performance, identify trends, and make data-driven decisions to drive growth.
  5. Efficient team collaboration and task management are essential for maximizing productivity. Your customer may be exploring ways to simplify workflow processes, delegate tasks, and ensure that everyone is working efficiently towards common objectives.
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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 inefficiencies in their workflow to identify areas for improvement.
  2. Educate the customer on the features and capabilities of our product to show how it can address their specific needs.
  3. Set goals for increased productivity and collaboration within their team using our software as a benchmark.
  4. Establish key performance indicators (KPIs) to measure the success of implementing our solution in their organization.
  5. Develop a customized onboarding and training plan to ensure a smooth transition and adoption of our product.
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Tactical Considerations

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

  1. Understanding the team's workflow and current challenges in communication and collaboration.
  2. Identifying key stakeholders and decision-makers within the organization to ensure buy-in and successful implementation.
  3. Evaluating the current tools and technologies being used to assess where improvements or integrations can be made.
  4. Creating a tailored onboarding plan to ensure a smooth transition and adoption of the new software solution.
  5. Developing a performance tracking system to measure the impact of the software on productivity and collaboration.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the company's website and any recent news articles to understand their industry, products, and challenges.
  2. Review any previous communication or notes from the account handover to gain insights into past interactions and customer preferences.
  3. Craft opening questions that show genuine interest in the customer's goals and challenges, such as asking about their current workflow or pain points.

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