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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. Software usability: ensuring the software they use is easy-to-use and highly efficient, with limited cycle time.
  2. Data insights: leverage valuable insights from the data within their team workflow to identify areas of opportunity
  3. Organizational workflow: streamlining their team's workflow for optimal performance and cohesiveness.
  4. Sharing and communication: identifying effective methods for teams to share, communicate, and gather feedback.
  5. Reporting and analytics: creating customizable reports to better understand their team’s progress and performance.
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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 current processes and challenges in relation to productivity, collaboration, and visibility.
  2. Identify gaps and opportunities to help the customer improve their processes.
  3. Review existing and potential technologies and solutions that could help the customer meet their goals.
  4. Create and outline a plan to help the customer achieve their objectives and key results.
  5. Discuss customer support and training options to ensure customer success.
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Tactical Considerations

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

  1. Increased visibility into customer needs & expectations
  2. More seamless communication within and between departments
  3. Efficient & effective marketing campaigns
  4. Improved content creation & curation
  5. Streamlined distribution & measurement activity
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Do research on the customer's company, product, and industry prior to the call. Use this knowledge to establish common ground and create a professional relationship with the customer.
  2. Gain insight into the customer's current situation and how they use our product by asking questions about their pain points, business goals, and workflow.
  3. Express genuine interest in their business successes and challenges, and take the time to explain our product and how it can help them achieve their goals.

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