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. Aligning with various teams within the organization to ensure that the customer is getting the best possible product you can provide them.
  2. Help customers stay on top of product updates, upgrades, and any changes that could affect them.
  3. Maintaining and increasing customer satisfaction by ensuring customer needs are met.
  4. Discuss the customer’s goals and provide advice on how to best accomplish them.
  5. Assist customers in understanding new and existing features and identify any areas of potential improvement.
Icon of a key

Objectives & Key Results

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

  1. Gather an understand of the customer's current tech stack, processes, and enabling tools and note any areas where productivity, collaboration and visibility can be improved.
  2. Identify user personas/departments and understand their usage cases and needs related to the customer's product.
  3. Identify any customizations or features that can be enabled in the customer's product that can increase efficiency, streamline processes and/or improve collaboration.
  4. Work with the customer to identify specific key results such as higher ROI or measurable improvement in user engagement.
  5. Develop strategies to increase customer self-sufficiency and ensure understanding of product features and continued use.
Icon of a board with tactical drawings

Tactical Considerations

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

  1. Adoption of new technology to improve efficiency throughout their workflow.
  2. Ensuring that employees have access to the necessary information within their database in a timely manner.
  3. Increasing customer satisfaction through better user experience and response times.
  4. Ensuring that data accuracy & security is maintained throughout their organization.
  5. Increasing collaboration among team members while still maintaining compliance with relevant policies.
Icon of 2 chat bubbles

Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research their organization and key needs areas they have.
  2. Make sure to ask leading questions to go deeper into root causes of challenges.
  3. Be curious and focus on understanding customer pains.

Keep this handy!
Save your report now.

Print & Save
Powered by ChatGPT Badge