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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. Aligning marketing initiatives to organizational goals and objectives.
  2. Improving internal communication and collaboration among departments.
  3. Optimizing processes with a focus on customer experience.
  4. Improving the company's website for a more positive digital user experience.
  5. Gaining customer insights to drive data-driven decisions.
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Objectives & Key Results

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

  1. Assess current team collaboration and identify inefficiencies that can be addressed through the SaaS platform
  2. Understand customer stakeholders’ goals and priorities within the Marketing department
  3. Determine which potential features of the SaaS platform best fit the customer organization's needs
  4. Discuss the onboarding and implementation process, as well as any possible issues that could arise
  5. Review in-depth customer reporting tools and usage analytics to identify areas of improvement
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Tactical Considerations

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

  1. Time constraints and efficient projects management
  2. Ability to onboard new team membes quickly and cost-effectively
  3. Improving communication between remote, in-office, and global teams
  4. A more streamlined and comprehensive customer/ insights discovery process
  5. Having reliable technology that makes it easy to collaborate, plan, and measure success
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the customer's industry and organization to better understand their needs and challenges. Try to anticipate what they may need and have solutions ready.
  2. Express genuine interest in the customer and their business goals. Listen carefully and ask questions to uncover pain points.
  3. Provide relevant information that can help the customer improve their productivity and visibility within the organization. Demonstrate the value of your product.

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