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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. Ensuring data accuracy and providing compliance reporting
  2. Optimizing processes and workflows to improve efficiency
  3. Integrating and automating systems across departments
  4. Upgrading current systems to the latest versions available
  5. Developing training plan and resources for end-users
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Objectives & Key Results

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

  1. Identify current processes and explore how they can be streamlined and automated to increase productivity.
  2. Create visibility of team tasks and progress across the organization.
  3. Enhance collaboration strategies, such as establishing team workspaces, to enable efficient sharing of documents and ideas.
  4. Implement systems to track customer communication and feedback.
  5. Identify possible sources of data and insights on how to better serve customers using analytics.
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Tactical Considerations

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

  1. Understanding customer's current technology landscape, including any processes which can be automated or streamlined with our system.
  2. Harnessing customer data to optimize existing processes and develop new products and services.
  3. Decreasing time to market by implementing new processes, tools, or methods.
  4. Creating an intuitive interface for customers, in both B2B and B2C contexts.
  5. Assessing risk mitigation options and strategies to ensure the security of customer data.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Make sure to begin the call with a friendly introduction and exchange of pleasantries. This way, you can build rapport with the customer and make them feel welcome and comfortable.
  2. Ask thoughtful questions to better understand their goals and objectives. Make sure to be attentive and listen carefully to the customer's answers. This will help you discover their pain points and challenges and come up with more accurate solutions.
  3. Take notes throughout the call and make sure to confirm the customer's understanding. Summarizing key points will ensure the customer has a clear understanding of the discussion and how it enables them to reach their goals.

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