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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. Pain point: Having too many manual processes and no clear visibility into upcoming tasks.
  2. Priority: Improving performance tracking and visibility into the team's work.
  3. Pain point: Missing deadlines and lack of cross-departmental communication.
  4. Priority: Automating time-consuming processes, and improving team collaboration with better real-time updates.
  5. Pain point: High customer service levels and low customer satisfaction levels.
  6. Priority: Optimizing customer service processes and providing customers with an improved experience.
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Objectives & Key Results

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

  1. Understand the team's current workflows, challenges and pain points.
  2. Identify core objectives and key results to increase productivity.
  3. Develop viable strategies to help improve collaboration within the organization.
  4. Define steps to increase visibility of the business within the manufacturing industry.
  5. Provide educational resources and guidance to help the team become more familiar with our services.
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Tactical Considerations

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

  1. Maximizing the efficiency of their sales and customer service processes by quickly and accurately identifying customer data and needs.
  2. Enabling better communication between customers and all stakeholders within their organization.
  3. Providing improved data accessibility and visualization to better manage operations.
  4. Improving employee collaboration and productivity by streamlining the sharing of information and documents.
  5. Ensuring data security and protection, as well as access control to avoid unauthorized operations.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Do your research and be well-prepared for the call: Understand their industry, their company, and their needs based on what you have gathered ahead of the call.
  2. Establish a relationship first: Focus on learning about them, their business objectives, and how your product can help them achieve those objectives.
  3. Ask thoughtful questions: To show that you are invested in their success and understand their business more deeply.

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