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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 tracking and managing leads effectively.
  2. Lack of integration between CRM software and other tools/systems they use.
  3. Challenges in maintaining data accuracy and cleanliness within the CRM
  4. Struggling to generate relevant reports and metrics for management.
  5. Need for better user adoption and training on CRM software.
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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 they are facing with their current systems and processes.
  2. Identify key business goals and objectives they hope to achieve through the implementation of our software.
  3. Gain insights into their current workflow and processes to determine where our software can add value and improve efficiencies.
  4. Educate the customer on the key features and functionalities of our software that align with their specific needs and objectives.
  5. Discuss potential success metrics and KPIs that we can track to measure the impact of our software on their productivity, collaboration, and visibility.
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Tactical Considerations

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

  1. Ensuring efficient lead management and follow-up processes to drive sales results.
  2. Improving communication and collaboration among different teams to enhance customer interactions.
  3. Increasing visibility into customer data and insights for better decision-making.
  4. Optimizing the CRM software to meet specific business requirements and workflows.
  5. Implementing data security measures to protect sensitive customer information.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the company's current CRM process and understand any pain points or inefficiencies they may be experiencing. This will show your customer that you are prepared and value their time.
  2. Review any previous communication or notes from the sales process to understand the customer's expectations and goals for implementing the software. This will help you tailor your conversation to their specific needs.
  3. Ask open-ended questions to encourage the customer to share more about their challenges and objectives. This will help you establish a deeper connection and demonstrate your interest in their success.

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