Vitally Labs logo
Close icon

First Call Custom Brief

Here are some prompts to help you better understand your customer before jumping on that first call.

Illustration of a report and a phone surrounded by chat bubbles

Keep this handy!
Save your report now.

Print & Save
Icon of a key

Pain Points & Priorities

Based on your inputs, these are pain points your customer may be experiencing:

  1. Lack of visibility: Most Directors of Implementation have visibilityinto existing processes, but may struggle with understanding how technology can help streamline current tasks or provide insights into those current processes.
  2. Resource management: Understanding how best to allocate resources and people across teams and departments is a common challenge.
  3. Business intelligence: Collecting, managing, and analyzing data is a priority for most Construction and B2B/B2C companies.
  4. Dynamic workflows and processes: Many companies struggle with creating and executing dynamic workflows that allow for scalability and agility over time.
  5. Maintaining customer satisfaction: The ability to quickly handle customer inquiries and resolve issues in a timely and accurate fashion is essential for success in this role.
Icon of a key

Objectives & Key Results

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

  1. Understand customer's specific use case requirements
  2. Gather details of the team's current processes and workflow
  3. Identify customer department's specific goals for increased productivity and visibility
  4. Identify customer's short-term and long-term objectives
  5. Set key performance indicators for tracking progress
Icon of a board with tactical drawings

Tactical Considerations

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

  1. Achieve clarity of communication and collaboration visibility both internally to internal team member and externally to clients.
  2. Improve adoption of their SaaS technology across their different departments.
  3. Streamline and automate daily operational processes such as time and labor management, document management, budget tracking, and more.
  4. Increase flexibility of project scope definitions.
  5. Increase the company's overall customer satisfaction ratings.
Icon of 2 chat bubbles

Building Rapport

Suggestions for an effective first call and any future calls:

  1. Establish a rapport by taking time to learn about the company and their needs. Look into their recent news, accomplishments, organizational values, and initiatives.
  2. Demonstrate your knowledge of the Construction industry by speaking to the customer about industry trends and challenges they may be facing.
  3. Be curious. Ask clear, open-ended questions about the customer's objectives and aspirations for the project. Show genuine interest in getting to know the customer and what they're hoping to accomplish.

Keep this handy!
Save your report now.

Print & Save
Powered by ChatGPT Badge