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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. Improving customer service responsiveness and support for their clients.
  2. Identifying ways to improve customer loyalty and retention.
  3. Developing more effective ways to onboard new customers quickly and efficiently.
  4. Devising strategies to help customers better utilize their product features and benefits.
  5. Designing processes that streamline customer payment processing and communication.
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Objectives & Key Results

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

  1. Objective: Increase quality of customer service Key Result: Reduce customer response time by 50%
  2. Objective: Enhance customer relationships Key Result: Increase repeat customer rate by 25%
  3. Objective: Improve customer satisfaction Key Result: Achieve a customer satisfaction rating of 95%
  4. Objective: Streamline process for managing customer requests Key Result: Reduce average resolution times by 25%
  5. Objective: Increase customer engagement Key Result: Increase customer engagement rate by 15%
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Tactical Considerations

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

  1. Improving efficiency by streamlining processes and eliminating manual tasks
  2. Integrating new technologies to increase competitive advantage
  3. Increasing customer satisfaction through faster response times and personalized experiences
  4. Gaining market share by identifying customer trends and focusing on customer segmentation
  5. Developing new services that meet customer needs while creating new revenue streams
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Be prepared and organized for the call and understand their role and responsibilities within the company.
  2. Ask questions to learn more about their current process and what needs they are trying to solve.
  3. Show genuine interest in the customer's success and get to know how they want to measure success.

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