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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 network software specialist, your customer might face challenges related to network security, such as identifying and mitigating vulnerabilities in their network infrastructure.
  2. Collaboration and communication across different teams or departments within the organization could be a common pain point. Facilitating effective communication and information sharing could be a priority for them.
  3. Network scalability and performance optimization may be key concerns for the customer. They might be looking for solutions to improve network efficiency and handle increasing data volumes.
  4. Data visibility and analytics could be important for the customer to monitor network performance, identify trends, and make informed decisions based on real-time data.
  5. Integration of new technologies and systems with existing network infrastructure might pose challenges for the customer. They might need help in ensuring seamless integration and compatibility to avoid downtime and disruptions.
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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 terms of productivity, collaboration, and visibility.
  2. Identify the specific goals and objectives the customer wants to achieve through the use of your software solution.
  3. Discuss any existing workflows, processes, or tools the customer currently uses that could be streamlined or improved.
  4. Explore how the customer measures success and determine key performance indicators (KPIs) that can be tracked and improved upon.
  5. Establish a plan for onboarding and training to ensure the customer fully utilizes the software and sees the value in their investment.
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Tactical Considerations

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

  1. Difficulty in managing the growing volume of data and information within the department.
  2. Challenges in ensuring seamless collaboration between team members working on different projects.
  3. Struggles in maintaining visibility into project progress and deadlines across the department.
  4. Issues with tracking the utilization of resources and capacity planning effectively.
  5. Concerns about optimizing workflows and processes to improve overall efficiency.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Do some research on the company's current use of networking software and any pain points they may be experiencing. This will show that you are prepared and interested in their specific situation.
  2. Ask open-ended questions about their goals, challenges, and vision for the future. This will help you understand their needs and demonstrate your commitment to helping them succeed.
  3. Share success stories or case studies of how other companies in a similar industry have benefited from your software. This can show your credibility and expertise in the field.

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