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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. Problem identification to prioritize customer support needs and issue resolution
  2. Creating processes to engage and onboard new customers
  3. Accelerating the journey for customers to reach value
  4. Fostering customer feedback to drive product and feature prioritization
  5. Integrating customer success best practices to optimize user experience
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Objectives & Key Results

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

  1. Develop a plan to increase the customer’s usage of our product from 5% to 15% and measure increases in productivity.
  2. Set up tools to help the customer optimize organizational cooperation and visibility.
  3. Optimize the customer’s setup within our product and measure impacts to overall organizational workflow.
  4. Create custom integrations within the customer’s product suite to maximize the customer’s utilization of our product.
  5. Implement strategies to streamline communication between departments and measure their impact on collaboration.
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Tactical Considerations

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

  1. Financial reporting and budget management.
  2. Enhancing product features and customer experience.
  3. Data security and compliance.
  4. Workforce scaling and changing labor requirements.
  5. Maintaining competitive market advantage.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the customer's business and industry to ensure I can effectively use the language and speak to the customer's current challenges.
  2. Use the customer's organizational structure to understand the customer's level of influence in making decisions and its potential impact on our call.
  3. Review the customer's current operations to understand the customer's current usage of our product and other similar tools.

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