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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. Pain point: Keeping teams in communication and organized. Priority: Improving collaboration between teams. Suggestion: Utilize our tool to set up team workspaces, assign tasks, set deadlines, and store files in one convenient location.
  2. Pain point: Finding the most up-to-date information to make decisions. Priority: Improving visibility across organization. Suggestion: Utilize our tool to provide real-time updates on project progress, set notifications for key milestones, and enable everyone to easily stay up-to-date on their projects.
  3. Pain point: Spending too much time manually tracking progress on projects. Priority: Improving time management. Suggestion: Utilize our tool to automate task tracking and progress reporting in order to stay organized and minimize time spent manually tracking projects.
  4. Pain point: Inability to access information from multiple sources. Priority: Improving visibility. Suggestion: Utilize our tool to consolidate data from multiple sources and view them side-by-side for enhanced collaboration and visibility.
  5. Pain point: Difficulty staying on top of all projects and initiatives. Priority: Improving productivity. Suggestion: Utilize our tool to create and schedule tasks, set up reminders for important deadlines, and reduce the manual effort associated with project management.
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Objectives & Key Results

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

  1. Objective: Identify and analyze pain points, goals, and other areas of improvement within the customer's organizational structure. Key Result: Create an action plan to improve productivity and transparency.
  2. Objective: Understand customer's needs and identify ways to best address them through our services. Key Result: Create a detailed profile of pain points and areas needing improvement, based on customer input.
  3. Objective: Create an efficient onboarding process for the customer. Key Result: Implement an onboarding plan that meets customer expectations and adheres to best practices.
  4. Objective: Develop a plan to reduce customer churn. Key Result: Analyze customer data and identify areas of improvement to reduce churn rate.
  5. Objective: Uncover customer’s current initiatives and strategies. Key Result: Develop tailored strategies that can help customer best leverage our services.
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Tactical Considerations

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

  1. Developing ways to streamline sales/marketing processes and customer service operations.
  2. Eliminating redundancies in product development and engineering workflows.
  3. Onboarding and integrating new staff into a collaborative working environment.
  4. Identifying constraints and improving customer satisfaction.
  5. Advancing the data model and scaling operations to accommodate growth.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Start the call by introducing yourself and explain the purpose of the call. Ask your contact to tell you more about their current workflow in order to gain an understanding of what they are trying to achieve with your product.
  2. Take the time to ask open-ended questions. Show an interest in understanding their challenges and pain points in order to identify their needs.
  3. Share information about your product, but do it in a way that it is relevant to their specific needs. Show interest in their business objectives and how you may be able to help them meet their goals.

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