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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. Speed up processes - increase efficiency and accuracy while reducing Anomalies and inefficiencies.
  2. Improve communication - ensure better intra-departmental collaboration, transparency and visibility on progress.
  3. Gain access to real-time analytics - make more informed, data-driven decisions.
  4. Redesign customer experience - build customer trust and loyalty with an improved user experience.
  5. Enhance customer engagement - engage customers through personalized campaigns and relevant content.
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Objectives & Key Results

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

  1. Gain better insight into their customer buying process in order to implement a more successful sales strategy.
  2. Establish an increase in collaboration among departments in order to more effectively generate leads and nurture them into successful sales.
  3. Build a visibility platform for all customer data in order to manage accounts and contracts more effectively.
  4. Incorporate an automated workflow system to streamline the current sales process.
  5. Enhance productivity by leveraging available data to identify areas of improvement.
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Tactical Considerations

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

  1. Increased visibility of their data and analysis to correctly forecast their success.
  2. Reduced friction in standardizing business practices and processes in day-to-day operations.
  3. Rationalizing roles and responsibilities in ways to focus each person on their core successes.
  4. Enhanced collaboration tools to increase productivity and information flow among team members.
  5. Maximizing their commercialization initiatives to better utilize their resources and capitalize on opportunities in the market.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Do your research on their organization and department, as well as the person you will be speaking with, to personalize the conversation.
  2. Ask detailed questions to gauge their needs and challenges within their organization.
  3. Find out what success looks like for them and how your company can help them reach their objectives.

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