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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. Developing organization wide processes and procedures to ensure consistent product performance and delivery.
  2. Standardizing collaboration and communication across teams involved in product engineering, development, and implementation.
  3. Developing an effective system for tracking product performance metrics with the aim of continually improving upon them.
  4. Adopting best practices to ensure product stability and reliability.
  5. Utilizing resources such as reports, dashboards, and automation to deliver the necessary visibility into product performance.
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Objectives & Key Results

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

  1. Foster an understanding of the business objectives within the customer's organization.
  2. Facilitate increased collaboration and visibility between the Product department and other departments in the company.
  3. Assist with increasing productivity and streamlining processes for the customer.
  4. Identify areas where product usage can be further optimized.
  5. Assist with any questions the customer may have about the product.
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Tactical Considerations

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

  1. The customer needs to ensure their product solutions are tailored to their user needs and industry trends.
  2. The customer needs to manage and track customer feedback and requests.
  3. The customer needs to have efficient and reliable customer onboarding and onboarding processes.
  4. The customer needs to ensure data security and privacy compliance.
  5. The customer needs to optimize customer lifecycle including post-purchase customer service.
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Building Rapport

Suggestions for an effective first call and any future calls:

  1. Do some research on their company and the products/services they provide. This will provide helpful background information and help me provide the best solutions for their needs.
  2. Set the stage for our call by planning and preparing for their specific needs. What KPIs or objectives can I help them achieve?
  3. Build rapport by introducing myself, asking thoughtful questions and offering to address any questions or concerns they have.

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