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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. Ease of use: As a Manager of a Marketing team, it is critical that the software they use is easy to use so employees can get up and running quickly and efficiently.
  2. Collaboration Integration: Team members need the ability to easily work together and swiftly coordinate tasks in order to make sure their projects are completed in an efficient way.
  3. Visibility: It is important for Manager to have a good overview of their team's work and progress, as well as track progress with key metrics.
  4. Security and Compliance: In this software industry, it is essential for the software to have the capacity to comply with the varying industry regulations.
  5. Scalability: Software must be able to scale up and down to fit customer's needs as their team and operations change.
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Objectives & Key Results

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

  1. Develop a better understanding of the customer's current method of operation, including current tools, processes, and team dynamics.
  2. Define the customer's expected outcomes and areas of improvement with the new collaboration tool.
  3. Outline the plan for onboarding and training the customer on the new SaaS tool.
  4. Identify key metrics to measure the customer's progress towards achieving their desired outcomes.
  5. Establish an implementation timeline to ensure that the customer is meeting their goals.
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Tactical Considerations

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

  1. Capturing and utilizing customer intelligence and feedback to create better products and services.
  2. Finding ways to streamline internal processes to maximize efficiency and speed up delivery.
  3. Developing clear internal policies and procedures that focus on best practices.
  4. Ensuring continuous product updates and improvements to meet customer needs.
  5. Implementing marketing automation to save time on repetitive tasks.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the company background and operations to be sure I'm up to date on the specifics of their organization.
  2. Research their use of our software solution and any challenges they have encountered that I can help them with.
  3. Compile a list of questions related to their needs, goals, and desired outcome for our product.

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