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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. Enable seamless collaboration between teams with better visibility into internal communications, scheduling, and task assignments.
  2. Reduce manual and repetitive tasks, like data entry and file management, to improve efficiency and speed up performance.
  3. Implement a fully integrated solution to enhance the customer experience and ensure transparency throughout the sales funnel.
  4. Integrate the mobile app development process with back-end business functions, such as customer relationship management and analytics.
  5. Develop a plan to ensure customer success by monitoring usage and responding promptly to customer inquiries.
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Objectives & Key Results

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

  1. Gain better understanding of the customer's existing technology infrastructure and processes, so as to help identify areas that could be improved upon for greater efficiency.
  2. Identify where the customer has inefficiencies in its processes, and create solutions to improve the customer's overall productivity.
  3. Develop customer training and onboarding strategies to ensure a more efficient and effective onboarding process for the customer.
  4. Provide clear communication of applicable solution features and their value propositions, then ensuring the customer obtains value from using the solutions.
  5. Determine customer's short and long term goals, then devise solutions to help them reach those goals.
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Tactical Considerations

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

  1. Tactically they need an efficient way to track customer interactions and prioritize sales leads.
  2. Strategically they need guidance to have a data-driven approach to increase customer retention.
  3. Tactically they need a platform for collaboration between sales and operations teams.
  4. Strategically they need a way to benchmark their sales results against industry standards.
  5. Tactically they need an automated workflow to streamline the onboarding process.
  6. Strategically they need an increase in visibility to better align customer expectations.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Be prepared to listen to their wants and needs. Ask them questions about their specific challenges and goals. Show empathy and be understanding to their situation.
  2. Research their industry and have an understanding of their competitive landscape. Demonstrate your genuine interest in their success.
  3. Set them up for success by speaking to the value they will gain from your company's products and services. Agree on specific KPIs that can be used to track their success.

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