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. Prioritizing tasks efficiently: Business Development teams can become overwhelmed with daily tasks and long-term projects. Help your customer to prioritize tasks, put them into manageable chunks, and manage their backlog.
  2. Re-evaluating process and technology: Your customer may feel held back by existing processes and technologies. Consult with them on process re-engineering and making technology decisions to better their workflow.
  3. Stepping up collaboration: Collaboration across their organization can be improved to create faster and better decision-making. Help them to leverage collaboration tools such as messaging, document sharing and task management.
  4. Enhancing visibility: Visibility into key performance metrics and insights can help your customer understand their customers better. Suggest analytics solutions to give greater knowledge of trends, results and bottlenecks.
  5. External engagement to keep up with the competition: How is your customer approaching their competitors? Suggest sales and marketing automation solutions to better understand industry trends and keep in step with the competition.
Icon of a key

Objectives & Key Results

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

  1. Objective: Improve collaboration among sales and business development teams. Key Results: Increase communication and reporting between departments, offer educational resources to sales and biz dev teams, reduce inefficiencies in hand-offs between departments.
  2. Objective: Streamline processes for key accounts. Key Results: Create more efficient customer onboarding system, reduce friction in existing customer renewals, create custom processes or tools for high-value customers.
  3. Objective: Increase customer success and satisfaction. Key Results: Increase response time for customer issues, improve customer user experience, create visibility metrics to measure customer success.
  4. Objective: Expand sales and business development. Key Results: Identify and leverage customer success stories, create targeted campaigns for high-value customers, research and develop more effective sources of leads.
  5. Objective: Increase overall visibility. Key Results: Transform sales and business development teams’ data and information into easy to follow reports, create data-driven insights to build better customer relationships, and develop training to increase knowledge of visibility metrics.
Icon of a board with tactical drawings

Tactical Considerations

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

  1. Decreased collaboration among global teams
  2. Lack of visibility into sales pipelines and performance
  3. Difficulty streamlining processes across departments
  4. Multiple systems to update and manage sales data
  5. Need for improved customer service and customer loyalty
Icon of 2 chat bubbles

Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the customer's business and related industry topics to better prepare for our call and have conversation starters ready.
  2. Put myself in the customer’s shoes and consider their organization’s needs, possibilities, and limitations.
  3. Encourage active engagement and ask open-ended questions to truly understand the customer’s pain points and current processes before discussing solutions.

Keep this handy!
Save your report now.

Print & Save
Powered by ChatGPT Badge