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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. Providing better visibility into customer data to identify potential growth opportunities.
  2. Improving relationship management with customers and stakeholders.
  3. Improving team collaboration and workflows.
  4. Enhancing customer experience through tailored solutions.
  5. Reducing manual paperwork and administrative tasks.
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Objectives & Key Results

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

  1. Understand the customer's existing workflow and pinpoint areas of improvement to maximize customer productivity.
  2. Identify the customer's goals and objectives such as increasing collaboration and communication within their organization.
  3. Determine how the customer's existing processes might benefit from our product.
  4. Establish a timeline for our product's implementation to ensure the customer meet their desired objectives.
  5. Discuss the customer's budget constraints to determine our scope of the project.
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Tactical Considerations

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

  1. Understanding of the customer’s target markets and clientele to gain insights and leverage opportunities
  2. Maximizing efficiencies to reduce overhead cost and maximize returns
  3. Identifying trends that can influence the company’s strategy
  4. Finding solutions for customer service issues in order to maintain satisfaction and loyalty
  5. Leveraging technology capabilities and creating automated processes to increase speed and accuracy
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Find out how my customer's particular role fits into their operational model. Knowing this will help me understand their priorities and how I can adapt my strategy to best help them.
  2. Understand the problems they face on a daily basis both individual and team wide. This will help me to better identify and target potential solutions or product offerings to help them be more efficient.
  3. Leverage small talk to build rapport. Ask questions about anything unrelated to business such as family, hobbies, or even vacation plans. This will help build trust and create a stronger relationship between us.

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