Vitally Labs logo
Close icon

First Call Custom Brief

Here are some prompts to help you better understand your customer before jumping on that first call.

Illustration of a report and a phone surrounded by chat bubbles

Keep this handy!
Save your report now.

Print & Save
Icon of a key

Pain Points & Priorities

Based on your inputs, these are pain points your customer may be experiencing:

  1. Staying up to date on regulatory changes and compliance requirements
  2. Managing a high volume of client inquiries and requests efficiently
  3. Ensuring accurate and timely financial reporting
  4. Improving communication and collaboration between different departments
  5. Enhancing data security and protecting sensitive financial information
Icon of a key

Objectives & Key Results

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

  1. Explore the current pain points and challenges the customer is experiencing in terms of productivity, collaboration, and visibility within their organization. Understand specific areas that need improvement.
  2. Identify the key stakeholders and decision-makers who will be involved in the implementation and adoption of the solution. Determine their roles and responsibilities within the organization.
  3. Define clear goals and objectives for the customer's adoption of the software, such as increasing team collaboration by X%, reducing time spent on manual tasks by X hours a week, or improving visibility into project timelines by X%. These objectives should be measurable and achievable.
  4. Discuss the customer's current processes and workflows to understand how the software can be integrated seamlessly into their existing systems. Identify any potential roadblocks or barriers to adoption.
  5. Establish a timeline and roadmap for the customer's onboarding and implementation process. Set milestones and key results that will track progress toward achieving the agreed-upon objectives. Ensure that the customer is aligned with the proposed plan.
Icon of a board with tactical drawings

Tactical Considerations

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

  1. Adapting to remote work and finding efficient ways to collaborate across different locations.
  2. Managing and tracking various projects, tasks, and deadlines to ensure productivity and accountability.
  3. Improving communication and information sharing among team members to reduce silos and increase visibility.
  4. Enhancing data security and compliance measures to protect sensitive financial information.
  5. Streamlining processes and workflows to optimize efficiency and reduce manual tasks.
Icon of 2 chat bubbles

Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the company's current pain points and challenges to show that you understand their specific needs
  2. Ask relevant open-ended questions to encourage the customer to share their goals and expectations
  3. Share success stories or case studies from similar companies to demonstrate your expertise and build credibility

Keep this handy!
Save your report now.

Print & Save
Powered by ChatGPT Badge