Vitally Labs logo
Close icon

First Call Custom Brief

Here are some prompts to help you better understand your customer before jumping on that first call.

Illustration of a report and a phone surrounded by chat bubbles

Keep this handy!
Save your report now.

Print & Save
Icon of a key

Pain Points & Priorities

Based on your inputs, these are pain points your customer may be experiencing:

  1. Poor visibility into their sales pipeline, hindering opportunity visibility and forecasting.
  2. Going through sales cycles too quickly, or not fast enough, leading to missed opportunities.
  3. Missed chances to upsell customers, resulting in lost revenue.
  4. Inefficient processes for sales onboarding, resulting in missed or incorrect training.
  5. Lack of collaboration among sales and other departments, leading to misaligned goals and objectives.
Icon of a key

Objectives & Key Results

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

  1. Gain a complete understanding of the Sales team's processes & procedures
  2. Identify pain points & prioritize areas for improvement
  3. Implement solutions that increase the Sales team's efficiency and accuracy
  4. Increase visibility into Sales team performance and progress
  5. Provide guidance for sales managers and leaders to support their teams
Icon of a board with tactical drawings

Tactical Considerations

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

  1. Identifying and improving company-wide data processes to maximize efficiency and accuracy.
  2. Communication and effective collaboration among multiple teams and departments.
  3. Strategizing to maximize resources, reducing costs while increasing profits.
  4. Increasing visibility and accountability of individual project/task completion.
  5. Ensuring data security and performance of financial software solutions.
Icon of 2 chat bubbles

Building Rapport

Suggestions for an effective first call and any future calls:

  1. Do your research before the call. Be familiar with the customer's industry, services, and offerings.
  2. Spend some time developing a framework for the call. Ask for feedback on the proposed agenda and offer the customer a chance to adjust.
  3. Make sure to align your goals for the call with the customer's desired outcomes. Ask plenty of questions to understand their challenges.

Keep this handy!
Save your report now.

Print & Save
Powered by ChatGPT Badge