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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. As a government contractor, one common pain point for your customer may be navigating complex procurement processes and compliance regulations.
  2. Another priority for your customer could be the need to optimize project management and resource allocation to meet government deadlines and requirements.
  3. Staying up-to-date with the latest technology trends and tools to improve efficiencies and stay competitive in the government sector may also be a challenge for your customer.
  4. Ensuring data security and privacy compliance while maintaining transparency and accountability in government projects could be a top concern for your customer.
  5. Managing stakeholder relationships and communication within the government hierarchy and across different agencies may also be a key focus area for your customer.
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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 faced by the customer in their day-to-day operations.
  2. Identify specific areas where the customer is looking to improve productivity and efficiency within their organization.
  3. Discuss the goals and objectives the customer has for implementing our software solution and how we can align with them.
  4. Explore any obstacles or concerns the customer may have about adopting new technology and address them proactively.
  5. Establish a timeline for onboarding, training, and ongoing support to ensure a successful implementation of our software solution.
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Tactical Considerations

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

  1. They likely have stringent security and compliance requirements due to the nature of the Government industry, especially when dealing with federal data.
  2. They might face challenges with cross-functional collaboration and communication, as different departments may operate in silos and not be fully aligned.
  3. There could be a need for real-time visibility into projects, tasks, and progress to ensure that they are meeting deadlines and goals effectively.
  4. They may have a complex hierarchy and decision-making process, which could slow down the implementation of new tools and processes.
  5. They might be looking for ways to streamline and automate certain workflows to improve efficiency and reduce manual errors.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research your customer's company and industry: Before the call, familiarize yourself with your customer's company, including their products, services, and any recent news. Understanding the industry they operate in will help you provide more tailored solutions during the call.
  2. Ask open-ended questions: During the call, engage your customer by asking open-ended questions that encourage them to share their challenges, goals, and aspirations. This will help you uncover their specific needs and demonstrate your interest in their success.
  3. Share relevant success stories: To build rapport and establish credibility, share relevant success stories or case studies from your experience working with similar clients. This can showcase your expertise and how your solutions have positively impacted other organizations.

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