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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. Managing employee workflow: many barber/beauty shop customers present different levels of complexity so a good workflow process can be essential for successful Customer Success
  2. Providing more robust customer service: Customers will expect more personalized service and will likely always need someone available to help them quickly and efficiently with their needs
  3. Increasing customer engagement & satisfaction: Using surveys and analytics to measure customer engagement & satisfaction can help identify areas for improvement.
  4. Maximizing customer insights: Knowing which customers are likely to be more successful and how to nurture those relationships
  5. Optimizing customer onboarding: Developing effective onboarding strategies that are tailored to each customer's specific business and needs.
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Objectives & Key Results

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

  1. Increase adoption and usage of the platform across the entire organization.
  2. Improve collaboration between different teams and departments in the organization.
  3. Identify opportunities to reduce human involvement and automate certain processes and tasks.
  4. Integrate the platform with other important systems and tools they are already using.
  5. Determine ways to optimize existing workflows and procedures.
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Tactical Considerations

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

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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Take the time to learn about my customer's business and industry and ask open ended questions. Research different trends or updates they may have missed and bring those up as conversation starters. This will demonstrate a genuine interest in their success.
  2. Explain my role and the value I can provide and ask for their input. Ask questions about what they would like to accomplish and make sure those expectations are realistic. This will help build trust between us both.
  3. Keep the conversation friendly and engaging by adopting a positive attitude and attitude of curiosity. Additionally, tailor my conversation to the customer's style and needs for maximum effect.

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