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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. Organizing customer data in an easily accessible system with personalized dashboards to keep track of customer relations.
  2. Improving collaboration within the organization by implementing streamlined systems for communication and approval processes.
  3. Ensuring visibility throughout the organization by utilizing budgeting and reporting tools to increase visibility.
  4. Improving workflow efficiency by implementing automated processes that make tasks efficient and cost-effective.
  5. Developing strategies for customer retention and loyalty by leveraging customer data and analytics.
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Objectives & Key Results

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

  1. Understand the customer’s specific needs and challenges within their organization, such as ensuring that everyone is collaborating together efficiently and productively.
  2. Determine their goals with the solution and how they hope to achieve their objectives.
  3. Highlight any potential points of friction and elements of the product that can help alleviate them.
  4. Identify areas where the customer may need additional training and resources.
  5. Set realistic goals and key results that can be measured and tracked over the course of the customer’s relationship with the product.
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Tactical Considerations

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

  1. Managing multiple members interfering with the same projects and tasks.
  2. Enhancing internal communication between departments.
  3. Increasing visibility into team members' work performance.
  4. Capitalizing on valuable customer insights.
  5. Formulating effective strategies to engage with customers.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the company as well as the Director's experience and goals to understand where and how I can be of help.
  2. Tailor questions to the customer's organization and their objectives to get into the specifics of their needs.
  3. Engage in open ended questions to build rapport and continue the conversation.

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