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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. Organizing workloads among the product team to ensure all tasks are evenly distributed.
  2. Improving product communication and collaboration within the organization.
  3. Gaining visibility into the project's progress and ensuring deadlines are met.
  4. Creating structure around decision-making processes and procedures.
  5. Automating manual, repetitive processes and increasing the efficiency of teams.
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Objectives & Key Results

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

  1. Understand the customer's existing processes and frustration points in any existing team collaborations.
  2. Map customer's current goals and objectives, identify areas for improvements, and determine key results.
  3. Analyze customer's data to see what areas of team productivity need improvement.
  4. Develop and recommend a plan to improve collaboration and visibility of customer's current processes.
  5. Establish a timeline to measure progress and evaluate results of key performance metrics.
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Tactical Considerations

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

  1. Stakeholder management: successfully navigating product decision making between the stakeholders in multiple departments across the organization.
  2. Data analytics & insights: providing real time insights into product performance to ensure the most efficient outcomes.
  3. Product benchmarking & standards: understanding the standards and benchmarks for successful product delivery against the current competition.
  4. Product roadmap & predictions: proactively predicting customer demand and tailoring product plans accordingly.
  5. Scalability considerations: rapidly adjusting product to changes in customer demands, environmental conditions, and technological advancements.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Research the company to understand their industry and size. This will help me identify the types of products and services they may need assistance with.
  2. Identify their pains and challenges. Understanding their problem areas will help me develop a successful onboarding plan that is tailored to their individual needs.
  3. Beengaging in our conversation. Askprobing questions and actively listen to gain further insight into their needs. Establish respect, trust, and rapport throughout our call.

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