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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. Streamline data exchange between in-house and third-party systems, such as ERP and CRM, to improve accuracy, speed, and timeliness of customer information
  2. Develop a centralized process for product ordering and inventory tracking to improve visibility and reduce unsold stock
  3. Implement reliable systems for automated reporting or analytics to measure customer trends and conduct marketing campaigns
  4. Reduce cost through improved time management, resource optimization, and innovation-driven solutions
  5. Develop an effective customer communication strategy to facilitate customer relations and foster loyalty
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Objectives & Key Results

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

  1. Understand the needs and future objectives of their Sales/Business Development Department by creating a S.W.O.T. Analysis of their current processes.
  2. Diagnose where their team can improve in terms of utilizing the software to facilitate productivity, collaboration, and visibility.
  3. Develop a plan to increase user adoption and usage of the software.
  4. Create a roadmap for continued development and customer engagement with our team.
  5. Track key metrics such as usage, team A/B testing results, customer engagement, customer satisfaction, ROI, etc.
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Tactical Considerations

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

  1. Meeting tight deadlines for product releases or customer orders
  2. Ensuring appropriate levels of inventory, including stocking levels and forecasting supply
  3. Developing strategies for increasing sales and revenue growth
  4. Improving productivity and profitability through better collaboration and communication
  5. Increasing customer satisfaction through better service delivery
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the company's mission, values, and initiatives that the customer is associated with.
  2. Be prepared to ask questions about their current business objectives and any special challenges that the customer is currently facing.
  3. Welcome and introduce yourself in a friendly and professional manner.

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