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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. Time constraint: As they scale, they may need to find innovative ways to save time in their workflow while increasing efficiency.
  2. Visibility into results: A great way to measure the success of their products is to have visibility into the data and track results in real time.
  3. Establishment of processes: Streamlined processes will help ensure everyone in the organization is aligned and on the same page.
  4. Organizational alignment: Working together leads to better teamwork and greater collaboration resulting in better outcomes.
  5. Customer feedback: The ability to quickly process customer feedback enables organizations to better understand customer needs and develop better products.
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Objectives & Key Results

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

  1. Investigate customer's current methods of productivity, collaboration, and visibility in order to design an implementation plan that would increase overall satisfaction.
  2. Define and implement KPIs for tracking customer satisfaction with the implementation.
  3. Identify customer's key pain points and create short-term solutions and long-term goals.
  4. Create an actionable roadmap that will help customers increase visibility and collaboration within their organization.
  5. Set up SMART objectives and key results for tracking customer's progress.
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Tactical Considerations

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

  1. Tactically, they need to ensure efficient and accurate customer onboarding and training.
  2. They need to ensure market leading, competitive feature sets and performance.
  3. They need to ensure they are maintaining their customer relationships and satisfaction.
  4. Strategically, they need to be innovative and develop features that will help them stay competitive.
  5. They need to ensure their organization stays agile to quickly adapt to customer demands.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research their industry-specific challenges and use this knowledge to inform our conversation.
  2. Set a common goal and discuss how your software solution can help reach that goal.
  3. Provide a warm welcome and express genuine interest in finding out more about their organization and current challenges.

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