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. Understanding the effectiveness of their advertising and marketing campaigns - they may struggle to measure the ROI and impact of their efforts.
  2. Improving collaboration between different teams and departments involved in creating and executing advertising and marketing strategies.
  3. Managing and analyzing large amounts of data collected from various campaigns and channels to make informed decisions.
  4. Streamlining processes and workflows to increase efficiency and reduce manual tasks in the advertising and marketing operations.
  5. Ensuring compliance with data protection regulations and industry standards while handling customer data for targeted advertising.
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 faced by the customer in their day-to-day operations, particularly related to productivity, collaboration, and visibility.
  2. Identify the specific goals and objectives the customer hopes to achieve by implementing our software solution, such as increased efficiency, streamlined communication, and better tracking of tasks and projects.
  3. Determine the key stakeholders within the organization who will be using the software and ensure their needs and requirements are taken into consideration during the implementation process.
  4. Discuss the customer's current processes and workflows to identify areas where our software can be integrated seamlessly to provide the most value and improve overall efficiency.
  5. Establish clear timelines and milestones for the implementation of the software, as well as a plan for ongoing support and training to ensure that the customer is able to maximize the benefits of the solution.
Icon of a board with tactical drawings

Tactical Considerations

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

  1. Managing multiple projects and deadlines efficiently
  2. Collaborating with remote teams and external partners
  3. Tracking and analyzing marketing campaign performance
  4. Improving internal communication and visibility across departments
  5. Optimizing processes to streamline workflow and increase productivity
Icon of 2 chat bubbles

Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the company: Take some time to understand the company's background, industry, and challenges they may be facing.
  2. Ask open-ended questions: Begin the conversation by asking open-ended questions to understand their current processes, pain points, and goals.
  3. Share success stories: Provide examples of how other similar companies have benefited from your product to establish credibility and create excitement about the potential impact.

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