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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. Increase visibility and insights into key product usage data.
  2. Streamline integration of customer data and insights with existing systems and software.
  3. Streamline customer onboarding and setup processes.
  4. Eliminate manual tasks and automate processes to increase scalability and collaboration.
  5. Create an intuitive experience through user-friendly design.
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Objectives & Key Results

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

  1. Gain an understanding of the customer’s current processes and challenges in productivity, collaboration, and visibility.
  2. Create specific strategies and tactics to help the customer improve productivity, collaboration, and visibility.
  3. Set specific objectives and key results for the customer in the areas of productivity, collaboration, and visibility.
  4. Evaluate the customer’s use of our SaaS tool and recommend changes to enhance performance.
  5. Determine resources, timeline, and budget to implementing recommendations that could lead to customer success.
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Tactical Considerations

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

  1. Improving operational efficiency by devising strategies to increase market exposure with minimal resources.
  2. Growing its customer base by successfully acquiring and onboarding new customers.
  3. Creating automated campaigns to increase customer engagement through targeted promotions.
  4. Developing a transparent and secure platform in terms of financial operations and customer data.
  5. Optimizing utilization of existing technology resources to function and serve better.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Do some research into the customer, their industry and their needs. Try to gain an understanding of their current challenges and how your solution can work for them.
  2. Create an agenda and talking points for your call to ensure that you can provide value and meet their needs.
  3. During the call, make sure you focus on building a rapport by actively listening, being helpful, and setting realistic expectations.

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