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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: Difficulty ensuring team alignment and collaboration across tasks and projects.
  2. Priority: Improve visibility of customer data with easy-to-use visualizations for department heads.
  3. Pain point: Difficulty to access company resources in an efficient way.
  4. Priority: Increase automation to save time and optimize daily operations.
  5. Priority: Accessibility to customer data insights to ensure comprehensive decisions.
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Objectives & Key Results

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

  1. Understand what challenges are they facing with the current process and tools they are using to increase collaboration, productivity, and visibility.
  2. Evaluate their processes and existing technology for any productivity or optimization opportunities.
  3. Understand the customer’s team dynamics, decision making process and individual preferences.
  4. Gain clarity into the customer’s workflow and project management processes.
  5. Discuss the potential of leveraging our product to help them reduce costs, improve customer satisfaction and increase team collaboration.
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Tactical Considerations

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

  1. Tactical considerations: managing multiple projects/ tasks while maintaining accuracy and staying organized within due dates; reducing customer onboarding times; delegating tasks efficiently; gaining actionable insights from data; optimizing inventory and supply chain.
  2. Strategic considerations: using current customer data to gain competitive advantage; increasing customer satisfaction and retention; improving the customer experience; leveraging technology to uncover new business opportunities; creating an efficient customer-facing workflow.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Take the time to listen and understand their goals and challenges. Ask probing questions and demonstrate active listening – this will build trust and understanding of their needs and expectations.
  2. Discuss their current processes and workflow, and get a better understanding of how they are currently working together across departments and teams.
  3. Highlight any successes the company may have had with other solutions or processes and how you can make their current processes even more efficient.

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