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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. Enhance time management by automating workflows and processing tasks quickly.
  2. Develop data visualizations to quickly identify areas of strength and opportunity for improvement.
  3. Provide detailed insights that aid in building more efficient customer journey maps.
  4. Identify potential opportunities for collaboration across departments efficiently.
  5. Facilitate transparent and real-time communication between teams, in order to reduce time to decision-making.
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Objectives & Key Results

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

  1. Defining and Documenting Customer-Defined Objectives: Establish key objectives that have been defined and agreed upon by the customer and use them to help guide our success in the engagement.
  2. Measuring Current Performance: Measure our customer's current performance to identify areas of improvement and gain idealistic outlooks on desired outcomes.
  3. Customizing Solutions and Strategies: Customize our solutions and strategies to the specific needs of our customer in order to optimize the outcomes.
  4. Optimizing Customer Adoption and Training: Ensure proper customer adoption and training in order to maximize their progress and the ultimate success of the engagement.
  5. Measuring Future Performance: Measure future performance to compare against current performance and identify areas of improvement in order to increase collaboration, productivity, and visibility.
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Tactical Considerations

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

  1. Staying current with regulatory changes and industry policies.
  2. Managing an ever-expanding customer base.
  3. Strengthening customer relationships and satisfaction.
  4. Engaging with current and prospective technical partners.
  5. Striving for greater operational efficiency and cost reduction.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Ask for more details about their industry, goals and objectives. Show your genuine interest in understanding their business, challenges, needs, and vision
  2. Share a customer success story that relates to the customer’s objective. This will demonstrate the value of your solutions and services.
  3. Discuss the collaboration efforts taken by the customer’s business, such as team objectives, company-wide productivity initiatives, and any customer feedback or response to help identify pain points.

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