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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. Understanding the company's financial performance - They might struggle with aggregating financial data from different sources to get a comprehensive view of the company's performance.
  2. Collaboration across departments - Coordinating planning and forecasting activities among different teams and departments can be challenging.
  3. Data accuracy and consistency - Ensuring data integrity and consistency across various systems and platforms may be a concern.
  4. Change management and adoption - Getting buy-in from stakeholders and ensuring smooth adoption of new planning tools within the organization can be a priority.
  5. Reporting and analysis capabilities - They may be looking to improve the quality and speed of reporting and analysis to make better-informed decisions.
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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 the customer is facing in their current processes.
  2. Determine the customer's goals and objectives for implementing our software solution.
  3. Identify key stakeholders and decision-makers within the organization that will be involved in the implementation process.
  4. Educate the customer on the features and capabilities of our software that align with their needs and objectives.
  5. Establish a timeline and action plan for the implementation and adoption of our software within their organization.
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Tactical Considerations

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

  1. Difficulty in consolidating and analyzing data from multiple sources to make informed strategic decisions.
  2. Lack of real-time visibility into project status and resource allocation leading to delays and inefficiencies.
  3. Challenges in fostering cross-departmental collaboration due to siloed information and communication barriers.
  4. Struggle to standardize processes and workflows across the organization for improved efficiency and consistency.
  5. Need for better tracking and reporting mechanisms to measure key performance indicators and ensure goal alignment.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Start by actively listening to your customer's needs and pain points. Demonstrate empathy and understanding to build a rapport based on trust.
  2. Share success stories of how your company has helped similar clients in the past overcome similar challenges. This builds credibility and shows expertise.
  3. Ask open-ended questions to encourage the customer to share more about their current processes, goals, and challenges. This helps you tailor your solutions to their specific needs.

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