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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. Time management: Focus on how the customer can efficiently manage their workload and prioritize tasks.
  2. Data visibility: Work with the customer to provide a clearer picture by leveraging data within their organization.
  3. Accountability: Help the customer set up systems for better accountability. This could include quotas, metrics tracking, or other ways to measure performance.
  4. Collaboration: Identify digital solutions to support easy collaboration across teams regardless of geography.
  5. Process Improvement: Assess existing processes and identify areas of improvement, automation, and optimization.
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Objectives & Key Results

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

  1. Understanding the customer's challenges and goals related to increasing productivity, collaboration, and visibility
  2. Identifying current workflows and processes in order to improve efficiency
  3. Assessing customer requirements across departments and developing an action plan to meet their objectives
  4. Providing resources and advice to the customer on best practices for working together and staying organized
  5. Defining success metrics to measure and analyze the results of implementing new tools and processes
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Tactical Considerations

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

  1. Finding ways to improve productivity without adding more staff or resources.
  2. Meeting customer needs in a timely manner while staying within budget.
  3. Reducing costs associated with research and development.
  4. Maintaing strong customer relationships to ensure long term loyalty.
  5. Identifying new areas for innovative products and services.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the company, their mission, and products/services to gain insight into their objectives as well as build credibility.
  2. Focus on discover and building trust in order to get a better understanding of the customer’s challenges and needs.
  3. Bring up topics that are relevant, discussing their desired use cases to begin crafting a tailor-made solution.

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