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. Hadling regulatory compliance and mitigation related risks due to their industry
  2. Improving workflow and collaboration between teams and departments
  3. Optimizing customer service and increasing customer satisfaction rates
  4. Ensuring data governance and implementing appropriate data security measures
  5. Establishing efficient processes for making informed decisions and staying ahead of the competition
Icon of a key

Objectives & Key Results

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

  1. Study the customer's organization structure, job roles, and objectives.
  2. Understand which areas of their current business processes are leading to inefficiencies.
  3. Identify the company's current challenges and how new software might help resolve them.
  4. Highlight how our B2B SaaS platform can improve the customer’s organization’s productivity, collaboration, and visibility.
  5. Determine key objectives and key results that will measure success of our platform.
Icon of a board with tactical drawings

Tactical Considerations

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

  1. Keeping records organized to provide a single source of truth and to quickly access customer information.
  2. Increasing the efficiency of production with innovative workflow processes.
  3. Adapting to changing regulations and restrictions.
  4. Creating a work environment that encourages collaboration and creativity.
  5. Improving communication between departments and stakeholders.
Icon of 2 chat bubbles

Building Rapport

Suggestions for an effective first call and any future calls:

  1. Find out how long the customer has been using their current advertising and marketing software, as well as what features they find valuable. Ask what they would like to improve the most.
  2. Ask how their company uses technology to increase output and productivity, and what they would like to see improved. Find out what technical challenges they have faced, and how they think having a better system could help.
  3. Explore how the customer would like to improve collaboration internally and externally. Ask about the current tools the customer is using and what other systems they would like to make use of.

Keep this handy!
Save your report now.

Print & Save
Powered by ChatGPT Badge