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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. Ability to automate processes to maximize efficiency and optimize team workflow.
  2. Streamline internal communication among teams to reduce confusion and increase collaboration.
  3. Increased scalability to quickly adjust to changing customer needs and demands.
  4. Strengthened customer relationships by creating reliable user experiences.
  5. Visibility for multi-tier projects, tasks, and deadlines.
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Objectives & Key Results

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

  1. Identify pain-points and challenges that the Marketing department is currently facing with their current workflows and processes.
  2. Understand the current team metrics and goals to develop strategic solutions to help them reach their objective faster and more efficiently.
  3. Discuss possible plans to improve collaboration between team members and strengthen the team's visibility within the organization.
  4. Evaluate current tools that the team is leveraging to improve efficiencies in their workflow.
  5. Define and track key performance indicators (KPIs) to measure the success of the solutions implemented.
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Tactical Considerations

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

  1. Provide a better platform for collaboration, communication, and file sharing between their Marketing team and other stakeholders internally and externally.
  2. Streamline their workflow to reduce unnecessary manual processes which slow down their operations.
  3. Shorten time-to-market for their products and services by effectively utilizing the onboarding process.
  4. Strengthen data-driven decision making by having access to accurate analytics on the audience, competitors, and trends.
  5. Research and recommend the most suitable software and hardware to ensure seamless implementation and integration with their existing software.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Do research on the company to understand the customer's role at the organization and get an understanding of the markets and industries they serve.
  2. Reach out via email ahead of the first call and introduce yourself. Share any research you have done and tailored goals to help increase productivity, collaboration, and visibility.
  3. Discuss the customer’s challenges and problems, and empathize with his/her difficulties. Show that you understand the customer’s business, while still focusing on the area you will work together on.

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