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. Adoption of new technologies: Implementing new software tools or platforms can be a challenge, especially if the team is resistant to change or lacks the necessary training.
  2. Data management and analysis: Keeping track of customer data, performance metrics, and other key information can be overwhelming and time-consuming without efficient tools and processes.
  3. Communication and collaboration issues: Ensuring smooth communication among team members, especially in a remote or hybrid work environment, can be a struggle, leading to delays and misunderstandings.
  4. Lack of visibility and transparency: Monitoring progress, tracking projects, and ensuring accountability can be difficult if there is no centralized system in place for visibility and reporting.
  5. Compliance and regulatory requirements: Meeting industry regulations and data protection standards can be a priority for the company, requiring strict adherence and documentation.
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 inefficiencies in their team collaboration processes.
  2. Identify the key stakeholders involved in the decision-making process for implementing new tools or processes.
  3. Discuss the customer's goals and KPIs related to increasing productivity and visibility within their organization.
  4. Explore the customer's current tech stack and tools they are using for collaboration and project management.
  5. Share success stories and case studies from similar companies in the industry that have successfully implemented our solution.
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 keeping their team aligned on company goals and objectives, leading to miscommunication and inefficiencies.
  2. They might find it challenging to track and monitor progress on key projects or initiatives, which can hinder decision-making and planning.
  3. They could be facing difficulties in identifying bottlenecks or roadblocks in their processes, affecting the overall productivity and performance of their team.
  4. They may have limited visibility into team activities and achievements, making it hard to recognize and reward top performers or provide constructive feedback.
  5. They might be looking for ways to streamline communication and collaboration within their organization to enhance teamwork and cross-departmental synergy.
Icon of 2 chat bubbles

Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the company's current weight and health management practices, industry trends, and challenges they may be facing.
  2. Prepare specific examples of how our solution has helped companies in similar industries improve productivity, collaboration, and visibility.
  3. Use open-ended questions to engage the client in a conversation about their goals, pain points, and expectations for our partnership.

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