Vitally Labs logo
Close icon

First Call Custom Brief

Here are some prompts to help you better understand your customer before jumping on that first call.

Illustration of a report and a phone surrounded by chat bubbles

Keep this handy!
Save your report now.

Print & Save
Icon of a key

Pain Points & Priorities

Based on your inputs, these are pain points your customer may be experiencing:

  1. Improving visibility into their sales pipelines and forecasting accuracy.
  2. Gauging customer sentiment in order to properly address their needs.
  3. Automating manual processes for greater efficiency and work streamlining.
  4. Developing an effective strategy for lead nurturing and follow-up.
  5. Integrating data across departments and stakeholders to promote effectiveness.
Icon of a key

Objectives & Key Results

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

  1. Gather an understanding of the current state of the customer’s sales processes and collaborations, including inefficiencies and pain points.
  2. Develop an understanding of the customer’s expectations and desired outcomes from using the platform.
  3. Identify the people involved in the customer's sales process and how they work together.
  4. Create measurable objectives and key results that will track success and growth.
  5. Assess customer’s existing technology and processes and recommend areas for improvement.
Icon of a board with tactical drawings

Tactical Considerations

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

  1. Understanding customer needs such as leads, contacts, sales process, and product features.
  2. Developing strategies to create a seamless customer experience.
  3. Managing customer relationships and ensuring long-term loyalty.
  4. Implementing technologies and processes to increase productivity.
  5. Identifying potential areas for expansion and growth.
Icon of 2 chat bubbles

Building Rapport

Suggestions for an effective first call and any future calls:

  1. Do research on the company: learn about their history, their process, and their key players. Take the extra time to understand the culture they have and the challenges they face in their industry.
  2. Show that you are sympathetic to their goals: learn how they measure success, what their pains are, and how difficult their current problems are. Relating to their perspectives will build rapport.
  3. Be prepared with a solution: think about how your product can help solve their current problems. Think about points that you can use to illustrate the value of your product with concrete data and relevant use cases.

Keep this handy!
Save your report now.

Print & Save
Powered by ChatGPT Badge