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.

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. Gaining visibility into sales performance against their targets and centralizing data so it can be analyzed more effectively
  2. Developing and deploying initiatives to improve productivity and eliminate inefficiencies across their sales workflow
  3. Reducing complexity and increase collaboration among Sales and other departments to appropriately allocate resources and ensure proper execution of organizational priorities
  4. Providing the tools and insights necessary for the sales team to sell and close effectively, understand customer requirements, and analyze customer data
  5. Accelerating decision making by providing Sales with a 360 degree view of customers, and insights into their buying journey
Icon of a key

Objectives & Key Results

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

  1. Objective: Understand the current workflows and processes that the customer has in place. Key Result: Gather a comprehensive picture of the customer’s setup and processes.
  2. Objective: Obtain insight into the customer’s current pain points. Key Result: Identify opportunities for improvement powered by the SaaS platform.
  3. Objective: Determine the customer’s priorities for improving their setup. Key Result: Establish an actionable timeline for improvement initiatives.
  4. Objective: Assess the customer’s existing technology landscape. Key Result: Develop a comprehensive assessment of the customer's existing systems.
  5. Objective: Outline any potential challenges that will complicate implementation Key Result: Pinpoint any potential issues that could create roadblocks for the customer before we can launch.
Icon of a board with tactical drawings

Tactical Considerations

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

  1. Integrate Software solutions and processes with existing tech stack to increase efficiency and collaboration
  2. Develop strategies to increase visibility of Software implementation and utilization within the organization
  3. Design effective user experience guidelines to ensure successful adoption of Software solutions
  4. Align user behaviors and expectations to organizational goals to ensure everyone is pulling in the same direction
  5. Identify opportunities to streamline processes and scale operations
Icon of 2 chat bubbles

Building Rapport

Suggestions for an effective first call and any future calls:

  1. Look through past notes about my customer and their account to build a better understanding of the challenges and goals they have for their organization.
  2. Do research about the customer's industry, common pain points, and best practices in the Software industry for Enterprise Planning.
  3. Align myself with the customer's goals and listen for opportunities to provide value and solutions that satisfy their needs.

Keep this handy!
Save your report now.

Print & Save
Powered by ChatGPT Badge