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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. Idea collaboration and sharing: Prioritizing customer collaboration in a workplace setting, so everyone has access to the same information in real-time.
  2. Content organization and management: Ensuring content management is managed effectively, so that all stakeholders can easily access the relevant content.
  3. Visibility across teams: Increasing visibility to all departments and teams, so that every team can track progress and easily communicate.
  4. Data privacy and security: Securing customer data, so customers can rest assured that their data remains safe and secure.
  5. Integration across platforms: Ensuring a seamless integration across multiple platforms, so teams can collaborate more efficiently.
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Objectives & Key Results

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

  1. Gather detailed feedback on how their current product is performing in terms of productivity, collaboration, and visibility.
  2. Discover their desired goals and objectives when it comes to optimizing product usage.
  3. Explore what insights and resources they have been utilizing to reach their goals.
  4. Find out what success metrics they track to measure progress.
  5. Understand what pain points they have encountered in their current system and what solutions they are looking for.
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Tactical Considerations

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

  1. Strategic Considerations: A successful product launch strategy; alignment between various departments and stakeholders; team training and onboarding
  2. Tactical Considerations: Features, compatibility, integration, automation, scalability
  3. Strategic Considerations: Customer challenges and trends; new product ideas; identifying Key Performance Indicators (KPI)
  4. Tactical Considerations: Usability and user experience; data security and privacy; development processes; customer support
  5. Strategic Considerations: Competitor and customer insights; overall cost savings; implementation of best practices
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Start the call by introducing yourself with your name, the company you work at, and a brief overview of who you are and how you are there to help.
  2. Take a moment to understand the customer's challenges and goals before diving into the features and benefits of your product.
  3. Close the call by establishing the next steps you and your customer will need to take to get their organization up and running productively with your product.

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