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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. Ensuring data points are actionable and accurate to gain better insight into campaigns or areas of potential growth.
  2. Data accessibility for various departments in marketing for collaboration purposes and better communication.
  3. Efficient and organized analytics to identify areas of improvement or process downturns.
  4. The ability to easily create custom reports and presentations to share with internal and external stakeholders.
  5. Real-time notifications and tracking of customer records to ensure customer retention.
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Objectives & Key Results

Use these OKRs (objectives and key results) to help your customer find success:

  1. Increase visibility and streamline collaboration in the marketing department by implementing a software that automatically organizes and tracks internal marketing initiatives.
  2. Improve team efficiency by implementing a solution that makes tracking of marketing projects and performance metrics easier to manage and follow.
  3. Measure and improve customer satisfaction by developing more targeted and comprehensive customer service surveys.
  4. Develop key results such as improved customer feedback ratings and reduced project completion times.
  5. Identify areas of improvement within the marketing team and optimize processes for increased efficiency.
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Tactical Considerations

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

  1. Strategically align resources and goals within the Markeing department
  2. Tactically create an integrated marketing approach across all channels
  3. Strategically build a comprehensive customer segmentation and targeting strategy
  4. Tactically optimize uneven customer engagement across channels
  5. Strategically develop scalable, repeatable process, and tool enhancements to drive efficiency
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the company and their industry so I can better understand their goals and objectives.
  2. Review past customer success stories and consider how those success stories may have contributed to their goals and objectives.
  3. Consider potential conversations starters to help build rapport immediately on the first call, such as compliments on recent projects, awards, publications, etc.

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