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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. Lack of collaboration between sales teams and other departments in the organization.
  2. Inadequate sales forecasting and performance visibility.
  3. Missing easy-to-use tools for analyzing customer data.
  4. Inability to efficiently track customer conversations and stay ahead of customer feedback.
  5. Lack of visibility into the effectiveness of marketing initiatives throughout the customer journey.
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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 goals and objectives and determine if their current processes and systems are meeting their needs.
  2. Evaluate how well their current systems are working and identify any gaps in productivity, collaboration, and visibility.
  3. Investigate and analyze current dashboards, reports, and analytics to determine where improvements can be made.
  4. Explore how automation and AI can be used to increase efficiency.
  5. Understand if there are opportunities to leverage other SaaS products within the customer's tech stack.
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Tactical Considerations

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

  1. Tactical Consideration: Growing demands on the customer's supply chain, and dynamic demands from customers.
  2. Tactical Consideration: Delivering up-to-date, accurate information and insights to internal stakeholders.
  3. Tactical Consideration: Supporting rapid order fulfillment and delivery expectations.
  4. Strategic Consideration: Strategic forecasting and planning for potential demand drivers.
  5. Strategic Consideration: Ensuring adherence to compliance and regulatory standards.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Schedule 15 minutes to introduce myself, talk about the customer's needs, ask questions, and set expectations for the call.
  2. Research the customer's industry, supply chain management software, and the various use cases relevant to their business so that I am knowledgeable.
  3. Express my enthusiasm for helping the customer and share some of the success stories that my company has enabled with similar businesses.

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