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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. Providing better visibility into customer data for easy access and reporting purposes.
  2. Expanding the customer's current marketing capabilities to reach their desired target audiences.
  3. Streamlining internal communication channels to optimize collaboration.
  4. Improving customer order management processes and delivering a better customer experience.
  5. Enhancing security measures to protect customer data from potential threats.
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Objectives & Key Results

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

  1. Review the existing customer onboarding process and identify areas which could be streamlined in order to increase productivity.
  2. Gain a deeper understanding of how the customer can best utilize the platform to improve collaboration amongst teams.
  3. Create a roadmap for the customer to become more visible throughout the organization.
  4. Conduct regular assessments to measure the customer's success with both B2B and B2C in order to identify areas of improvement.
  5. Outline strategies to ensure customer data is secured on the platform in order to comply with any industry specific regulations.
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Tactical Considerations

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

  1. Developing personalized promotions and content for their customers, in order to drive customer loyalty.
  2. Creating cohesive and consistent branding across all customer touch points.
  3. Increasing visibility into the customer journey, including sales pipeline and customer sentiment data.
  4. Exploring new technologies to streamline processes and improve analytics.
  5. Cultivating a culture of collaboration, both internally and externally.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Suggest to the Director that you are looking forward to learning more about their business, what their goals are and how your product can support those goals.
  2. Explore the current inefficiencies faced by the organization to better understand how your product could effectively support any needed changes.
  3. Be curious and ask relevant questions that demonstrate your interest in the customers needs. Utilise the customers language where possible to create a connection.

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