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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. Prioritizing the need for collaboration processes between teams and stakeholders
  2. Enhancing customer experience by maintaining a better understanding of customer expectations
  3. Increasing visibility into sales and business development KPIs
  4. Maximizing productivity through automation of manual, labor-intensive processes
  5. Streamlining real estate processes and simplifying customer onboarding
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Objectives & Key Results

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

  1. Identify and define the goals and objectives of the Customer's B2C business and current business development strategy
  2. Develop methods for improving the visibility of the Customer's products and services among target customers within the target segment
  3. Implement tactics that will yield measurable results related to increased productivity and collaboration
  4. Create a plan for improving decision making by providing access to pertinent data and relevant industry insights
  5. Assess historical performance metrics and develop a strategy to improve upon key results metrics
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Tactical Considerations

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

  1. Increasing customer identification and engagement to drive referrals and repeat business.
  2. Speeding up the sales process with automated tools and resources.
  3. Optimizing CRM usage to quickly identify high-value customers.
  4. Delivering an efficient and seamless customer experience across multiple channels.
  5. Enhancing visibility into real estate opportunities and market conditions.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Do research: Learn as much as possible about the customer's organization and industry prior to joining the call. Understand their use case and business goals, and familiarize yourself with their team size, company size, and customer base.
  2. Be prepared: Prepare a list of questions that will help you understand how the customer likes to work, how they are currently using the product, and the challenges they are facing. Be ready to share data and explain how the product can help them solve their business problems.
  3. Be approachable: Make sure to set a friendly and open tone with the customer. Use casual language and set a positive, upbeat attitude. Be ready to listen to the customer's challenges and respond with helpful solutions.

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