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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. Streamlining integration processes to minimize time spent on onboarding.
  2. Fostering collaboration between employees to maximise the efficiency of projects.
  3. Improving visibility of the team's work progress to reduce redundancies and increase overall productivity.
  4. Maintaining operational up-time to protect against unexpected delays.
  5. Analyzing customer data to determine what products, solutions, and services best serve the customer's needs.
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Objectives & Key Results

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

  1. Understand my customer’s current workflow process: what tool(s) are they currently using and how are they being used?
  2. Gather data from customer about their expectations from our product, and any prior experiences/perceptions they have
  3. Identify areas to increase productivity, collaboration and visibility within their organization
  4. Discuss any challenges or hurdles they have encountered in the past in trying to achieve their productivity, collaboration and visibility goals
  5. Set achievable Key Results (KRs) to measure success and ensure that customer's objectives are met
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Tactical Considerations

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

  1. Strategic: Building a unified vision and strategy across the entire organization.
  2. Tactical: Finding the right platforms and technologies that make key processes more efficient.
  3. Strategic: Empowering employees with the resources and learning they need to excel in their roles.
  4. Tactical: Incorporating best practices for optimal customer success.
  5. Strategic: Optimizing organizational performance to meet key objectives.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Gather information about the customer’s business ahead of time by doing research online, and familiarizing yourself with their service offerings.
  2. Ask open-ended questions to gain insight into how their current processes affects their productivity, collaboration, and visibility.
  3. Show enthusiasm to the customer about the opportunity to help them improve their business.

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