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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. Difficulty in managing and tracking student data, grades, and performance across various courses and programs.
  2. Lack of effective communication and collaboration tools to facilitate interaction between faculty, staff, and students.
  3. Inefficient processes for scheduling classes, exams, and other academic events, leading to confusion and errors.
  4. Limited visibility into key metrics and KPIs related to student enrollment, retention, and academic performance.
  5. Challenges in integrating and leveraging technology solutions to enhance teaching and learning experiences for students and faculty.
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Objectives & Key Results

Use these OKRs (objectives and key results) to help your customer find success:

  1. Understand the current workflow and pain points within the education department to identify areas where our software can improve productivity and collaboration.
  2. Educate the customer on best practices for utilizing our software to maximize visibility and efficiency within their organization.
  3. Set clear SMART goals with the customer to track the impact of our solutions on their productivity, collaboration, and visibility metrics.
  4. Create a customized onboarding plan for the customer to ensure a seamless transition and adoption of our software within their team.
  5. Establish a regular cadence for check-ins and progress reviews to track the success of the implementation and address any challenges that may arise.
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Tactical Considerations

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

  1. Managing multiple departments with varying needs and priorities
  2. Ensuring seamless communication and collaboration among faculty, staff, and students
  3. Tracking student progress and engagement to improve academic outcomes
  4. Managing budgets and resources effectively to support educational programs
  5. Adapting to the rapidly changing landscape of technology and educational trends
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the customer's industry: Take some time to understand the challenges and trends within the education industry, especially in colleges and universities. This will help you speak their language and tailor your solutions to their specific needs.
  2. Review the customer's current setup: Look into the tools and processes they are using to manage productivity, collaboration, and visibility. This will give you insight into areas where you can help them improve and provide valuable recommendations during the call.
  3. Prepare relevant success stories: Come to the call armed with success stories from similar customers or case studies that demonstrate how your solutions have helped other organizations in achieving their goals. This will establish credibility and show the customer that you understand their pain points.

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