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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. Focusing on customer experience and ensuring customer satisfaction
  2. Improving communication internally and externally to customers
  3. Traffic and lead conversion optimisation for sales/business development
  4. Process automation to increase efficiency
  5. Data analytics to determine effectiveness of strategies
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Objectives & Key Results

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

  1. Understand customer goals - identify customer goals and objectives and how they align with organizational strategy.
  2. Identify pain points - map workflows, processes and systems; evaluate the current situation and identify areas that could be improved.
  3. Define KPIs - identify key performance indicators to measure the effectiveness of solutions.
  4. Identify need for collaboration - determine if the customer's organization could benefit from more collaboration and visibility within departments.
  5. Propose solutions - offer tailored solutions to address the customer’s needs and objectives.
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Tactical Considerations

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

  1. Increasing efficiency within existing processes to maximize short-term results.
  2. Developing innovative solutions to strengthen their client relationships.
  3. Keeping up with emerging trends and technologies to remain competitive.
  4. Utilizing data and analytics to make informed decisions and forecasts.
  5. Balancing long-term outcomes with short-term demands.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Take the time to research their company, industry, and challenges they might face. This will show that you are invested and knowledgeable.
  2. Check in before the call to make sure you don't miss it. You can also use this opportunity to build rapport by mentioning something you learned about the company during your research.
  3. Make sure to use their name when introducing yourself and during the call. This will make them feel heard and special.

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