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.

Right arrow iconPriorities & Pain Points
Right arrow iconObjective & Key Results
Right arrow iconTactical Considerations
Right arrow iconBuilding Rapport
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. Keeping track of multiple projects and deadlines without a centralized system for organization and collaboration.
  2. Difficulty in aligning team members on project goals and ensuring everyone is on the same page regarding progress and updates.
  3. Lack of visibility into the status of ongoing projects and the ability to anticipate any potential roadblocks or delays.
  4. Struggling to prioritize tasks and allocate resources effectively to meet deadlines and deliverables.
  5. Managing stakeholder expectations and communicating progress in a timely and transparent manner.
Icon of a key

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 terms of productivity, collaboration, and visibility within their organization.
  2. Gather insights on their current processes and workflows to identify areas for improvement and optimization.
  3. Discuss their short-term and long-term goals related to increasing productivity, collaboration, and visibility, and align on shared objectives.
  4. Explore potential integrations or additional features of the software that could enhance their current workflows and help achieve their goals.
  5. Establish a timeline for onboarding, training, and ongoing support to ensure a smooth transition and successful implementation of the software within their organization.
Icon of a board with tactical drawings

Tactical Considerations

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

  1. They may struggle with siloed information within different teams or departments, hindering collaboration and communication.
  2. They might face challenges in tracking project progress and deadlines, leading to delays in product development.
  3. They could be dealing with manual and time-consuming processes for reporting and data analysis, impacting their efficiency.
  4. They may lack visibility into the workload and capacity of their team members, making it difficult to optimize resource allocation.
  5. They might encounter difficulties in managing feedback and ideas from various stakeholders, resulting in misalignment on project goals.
Icon of 2 chat bubbles

Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the company's current challenges and pain points related to productivity, collaboration, and visibility. Understand how these areas impact their day-to-day operations and where they see room for improvement.
  2. Familiarize yourself with the industry trends and best practices in Research and Development to speak the customer's language and demonstrate your expertise in their field.
  3. Prepare specific examples of how similar companies have benefited from your solution, showcasing success stories that are relevant to their needs and goals. This will help build credibility and trust early in the conversation.

Keep this handy!
Save your report now.

Print & Save
The content in this report was generated by ChatGPT. Recommendations may occasionally include incorrect information, harmful instructions, and/or biased content.
Powered by ChatGPT Badge