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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. Managing multiple teams & employees from different departments, and collaborating effectively.
  2. Gaining visibility into key performance metrics & measurements of team progress.
  3. Training a dispersed staff on new technology & apps to improve their individual performance.
  4. Efficiently and accurately tracking customer data & maintaining customer loyalty & retention.
  5. Identifying opportunities for growth & increased revenue within the organization.
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Objectives & Key Results

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

  1. Understand what technology my customer currently uses and how the solution I am offering compliments their current tech stack.
  2. Determine specific expectations and objectives my customer has with the onboarding phase of the product and how I can help them achieve their objectives.
  3. Gain an understanding of their current workflow processes and how they document and store customer and employee data.
  4. Explore the potential for increased collaboration opportunities and ways to bolster communication and visibility amongst different teams.
  5. Learn about the challenges my customers are facing in the areas of productivity, collaboration, and visibility.
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Tactical Considerations

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

  1. Understanding customer expectations and successfully meeting them with a product that provides value
  2. Optimization of resources and processes to improve efficiency
  3. Ensuring visibility over customer activity, which may include marketing campaigns, customer care, and sales operations
  4. Reducing the amount of manual work to prevent human errors as much as possible
  5. Adapting to the changing needs of the customer base and providing innovative solutions to address those needs
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the company and the industry as much as possible to give an understanding of the challenges they face and the opportunities they may have. Demonstrate this knowledge in our first call to impress.
  2. Make sure to build a personal connection with the point of contact. Take the time to introduce myself, ask open-ended questions, and share something personal about me.
  3. Be sure to send a summary of our call before ending. This helps set the tone and helps everyone understand what was discussed.

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