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. Difficulty in consolidating data from different sources for financial reporting
  2. Lack of visibility into team performance and productivity
  3. Challenges in collaborating with cross-functional teams on financial projects
  4. Struggles with manual processes leading to errors and inefficiencies
  5. Need for real-time insights and analytics to make informed financial decisions
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 they are facing in terms of productivity, collaboration, and visibility within their organization.
  2. Identify the specific goals and objectives they have for improving these areas and how they align with their overall business objectives.
  3. Assess the current tools and technologies they are using to address these needs and determine if there are any gaps or inefficiencies.
  4. Discuss the potential areas where our platform can add value and provide solutions to their pain points, focusing on specific features and capabilities that are most relevant to their needs.
  5. Establish clear and measurable key results that we can track together to evaluate the impact of our solutions on their productivity, collaboration, and visibility goals.
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 manual and repetitive tasks that are time-consuming and prone to errors, which could lead to inefficiencies in their processes.
  2. Communication and collaboration between different teams or departments within the organization may be difficult, leading to silos and a lack of transparency.
  3. They might have challenges with tracking project progress, deadlines, and overall visibility into the status of various initiatives, which could impact their ability to make data-driven decisions.
  4. Managing access permissions and security protocols for their business-critical data and software systems may be a concern, especially in a regulated industry like financial services.
  5. They could be looking to scale their operations or implement new technologies to stay ahead of the competition, but may lack the expertise or resources to execute such initiatives effectively.
Icon of 2 chat bubbles

Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research their company and industry: Take time to understand the customer's business, their challenges, and goals. This will show that you have done your homework and can speak their language.
  2. Ask open-ended questions: Encourage the customer to share their pain points, current workflow, and desired outcomes. This will help you tailor your solutions to their specific needs.
  3. Share success stories: Offer examples of how your product has helped similar companies achieve their objectives. This will build credibility and demonstrate the value you can provide.

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