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. Time management: The customer likely faces numerous competing priorities and finding the best mix of activities to achieve their business goals is challenging.
  2. Communication: Ensuring that all stakeholders are heard, staying on top of the latest updates, and simplifying group-wide communication is of utmost importance.
  3. Data Integration: Centralizing integrated data across multiple platforms to ensure that all members of the team are working from the same information is key.
  4. Productivity: With limited resources, the customer must maintain high levels of efficiency and productivity while differentiating their services from their competitors.
  5. Stress Management: Navigating a changing landscape of customer needs and emerging technologies can be overwhelming, so learning to manage stress and remain organized is essential.
Icon of a key

Objectives & Key Results

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

  1. Gain an understanding of the current challenges they are facing with their current collaboration efforts
  2. Identify and prioritize the desired outcomes for the collaboration efforts
  3. Understand resources they have available to support their efforts
  4. Establish objectives and key results to track progress
  5. Identify opportunities to leverage our product to increase productivity, collaboration, and visibility
Icon of a board with tactical drawings

Tactical Considerations

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

  1. Time management – The ability to proactively manage resources, time, and task priorities.
  2. Interdepartmental collaboration – Coordinating project progress between departments and ensuring that all stakeholders are on the same page.
  3. Resource optimization – Identifying cost saving opportunities within the organization.
  4. Data visibility – Ensuring that actionable insights can be drawn from data.
  5. Scalability – Making sure that processes are adaptable to new situations or an increase in team size.
Icon of 2 chat bubbles

Building Rapport

Suggestions for an effective first call and any future calls:

  1. Set an agenda: Before the call, develop an agenda to ensure a productive conversation and use the agenda to guide the conversation.
  2. Strengthen connections: Do research on the company and use the call as an opportunity to highlight where the company is succeeding, as well as areas it could more attention.
  3. Get to know your customer: Take the time to get to know the customer on a more personal level. Ask about their experience with our products and learn about their goals for the future.

Keep this handy!
Save your report now.

Print & Save
Powered by ChatGPT Badge