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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. Data security and privacy compliance: The customer likely has strict policies in place that need to be followed in order to protect customer data, remain compliant with regulations, and build customer trust.
  2. Aligns technology with company goals: The customer must carefully consider the effectiveness of their solutions and if they align with the company's goals and needs.
  3. Reduce service interruptions: The customer is likely very conscious of ensuring that their technology is running seamlessly and any interruptions are corrected quickly and efficiently.
  4. Ease of access: The customer needs to be sure they provide easy, simple, and secure access to their customers’ data and applications.
  5. Scalability: The customer must stay ahead of their own growth trajectory and make sure they have the capability to scale up with demand.
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Objectives & Key Results

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

  1. Observe customer's current workflow to understand their current productivity.
  2. Identify areas of improvement in terms of collaboration and visibility.
  3. Define and implement Key Performance Indicators (KPIs) that measure success.
  4. Suggest strategies for streamlining processes and maximize resources.
  5. Discuss customer success stories and how these processes could be applied to the customer's business.
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Tactical Considerations

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

  1. Creating and executing strategies and tactics to reach their target audience through effective marketing campaigns and metrics.
  2. Implementing efficient collaboration processes within the Marketing department and with other departments to achieve better results.
  3. Reducing time-to-market for campaigns and services to remain competitive.
  4. Gaining visibility into customer behaviour and market trends to better leverage data in marketing decisions.
  5. Improving internal communication and feedback processes to ensure maximum efficiency.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the company, department, and customer to gain a deeper understanding of Ad & Marketing challenges.
  2. Get familiar with the customer's main competitors, their product offerings, and their strategies.
  3. Identify commonalities and shared interests with the customer to start the call on a friendly note.

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