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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. Time management: Increase productivity and get tasks out of their pipeline faster.
  2. Stakeholder management: Ensure that all stakeholders are kept in the loop and that their roles are being fulfilled.
  3. Collaboration: Enhance team collaboration and workflows.
  4. Visibility: Increase operational visibility of processes and team performance.
  5. Analytics: Provide predictive analytics to better understand organizational trends.
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Objectives & Key Results

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

  1. Initiate an onboarding process with the customer organization, that outlines how their employees can access and use our services.
  2. Develop a clear plan that outlines which solutions our product can bring to the table that best fit the customer's needs.
  3. Establish measurable key results and success metrics that the customer can track throughout the trajectory of our collaboration.
  4. Identify any potential roadblocks to successful onboarding and utilization and develop strategies for overcoming them.
  5. Provide education and information to ensure the customer fully understands the capabilities of our products and services and how they can best leverage them.
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Tactical Considerations

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

  1. Finding and testing new features for their software that will increase the efficiency of their team.
  2. Managing the lifecycle of their software, from tracking customer usage to measuring customer adoption.
  3. Training employees and customers on how to use the software effectively.
  4. Integrating with other software and applications to give their customers more streamlined and streamlined user experiences.
  5. Facilitating and automating customer support activities.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Start by thanking your customer for their time and for trusting you with their needs and interests. Show your enthusiasm for the call.
  2. Gain an understanding of who your customer is and how their company works by asking open questions such as "How has your team adapted to the changes caused by recent events?" or "How have you been using Software and System Management Software to increase visibility and collaboration?"
  3. Discuss ways you and your customer can work together to achieve their goals and increase their success. Explain how you can use your resources and services to help them maximize productivity.

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