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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: Identifying ways to streamline and optimize processes and eliminate tedious tasks to free up time for more strategic projects.
  2. Project Delivery: Improving the visibility of progress against goals and ensuring projects meet or exceed customer expectations.
  3. Customer Relations: Building and reinforcing customer relationships to foster confidence and loyalty.
  4. Data Integrity: Ensuring accurate data in order to make informed decisions and maximize productivity.
  5. Resource Planning: Allocating resources efficiently in order to get the most out of available personnel and materials.
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Objectives & Key Results

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

  1. Understand the key objectives of the customer's organization, how the tool can meet those objectives, and how success can be measured.
  2. Analyze and assess processes and strategies being used to ensure efficient workflows.
  3. Identify productivity gaps and recommend improvements.
  4. Offer resources and best practices to increase collaboration and visibility within the organization.
  5. Set measurable key results (KPIs) to track progress in customer loyalty and usage.
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Tactical Considerations

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

  1. Focus on streamlining customer service and providing an easy-to-use interface for customers
  2. Grow customer loyalty by establishing regular communication with customers and monitoring satisfaction
  3. Maximize engagement with potential customers by using data analytics and segmentation
  4. Optimize collaboration amongst the team for efficient project management
  5. Analyze market trends and competitive landscape to identify growth opportunities
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Review the customer's website, social accounts, and any other online media to strengthen your understanding of the company.
  2. Research the customer's industry and try to gain a better understanding of the challenges they face.
  3. Create an agenda to be shared with the customer at the start of the call and present yourself and your company's mission and values as it relates to the customer.

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