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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. Improving customer service performance and customer retention.
  2. Understanding how technology can enable greater efficiency and cost savings.
  3. Improving communication within teams to ensure greater workflow visibility.
  4. Ensuring data security so customer data is not compromised.
  5. Maximizing team productivity through better organization and task management.
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Objectives & Key Results

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

  1. Understand the specific the needs that the customer is having and why they are looking for a software solution.
  2. Find out what challenges the customer is facing and how this software solution can address them.
  3. Understand the customer's current setup and workflow.
  4. Develop key results that can measure the effectiveness of the software implementation.
  5. Gain an understanding of the customer's KPIs and how the software implementation can help reach them.
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Tactical Considerations

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

  1. Need to maintain consistent communication and collaboration among team members, potential clients, and stakeholders
  2. Need for scalable solutions and strategies that can increase productivity and efficiency
  3. Need for visibility into sales processes, customer and team behavior, and performance
  4. Need for improved customer experience and engagement on all touchpoints
  5. Need to increase customer loyalty and reduce the need for customer acquisition
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the company and the individual before the call. Understand their challenges and pain points to build rapport and immediately connect with them on a professional level.
  2. During the call, ask open-ended questions to help them share their point of view and ideas. This will show them that you are putting in effort to understand them.
  3. Break the ice by talking about something non-business related like a shared interest. This could help create a more relaxed atmosphere on the call.

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