Blueprints | Vitally Success Network

MemberSpace’s Custom Health & Risk Dashboard for Scaled CS

See how MemberSpace scaled Customer Success to reduce churn, increase NRR, and save hours in the week with a Health & Risk Dashboard in Vitally.

Featuring:

Shannon Steiner

Customer Success Manager

@

MemberSpace

Read Now

360 Dashboard: Renewal Journey

Learn how to create a Customer Dashboard to easily manage client renewals.

360 Dashboard: Command Center

Learn how to create a Customer Dashboard to manage your day-to-day account activities.

How Navattic Automates Onboarding with Vitally Playbooks

Learn how Alisa Feng, Head of Customer Success at Navattic, and her team scale their outreach efforts to ensure consistent, positive customer experiences.

Featuring:

Alisa Feng

Head of Customer Success

@

Navattic

Read Now

Analyze Multi-Channel Customer Interactions with a Thena Dashboard

Learn how Steph Townes, Senior Customer Success Manager at Vitally, leverages Dashboards to track and report on customer interactions from Thena.

Featuring:

Stephanie Townes

Principal Customer Success Manager

@

Vitally

Read Now

Procurify’s “Would You Renew Today?” Playbook Automation for Capturing Renewal Sentiment

Explore how Tomas Williams, Customer Experience Insights & Enablement Manager at Procurify, uses automation to gauge customer renewal sentiment.

Featuring:

Tomas Williams

Manager, GTM Enablement & CX Ops

@

Procurify

Read Now

Brainstorm Your Scaled Customer Success Strategy with Parker’s Framework

Identify customer challenges, needs, and develop a starting point for your Scaled Customer Success strategy using Parker's framework.

Featuring:

Parker Moore

Senior Director, Customer & Product Operations

@

Vitally

Read Now

Gather Detailed Customer Insights with Upwards’ Feedback Survey

Discover how Molly, CS Operations Manager at Upwards, uses Custom Surveys in Vitally to gather and report on customer feedback.

Featuring:

Molly Gioe

Customer Success Operations Manager

@

Upwards

Read Now

Capture Renewal Sentiment with a Custom Survey

Learn how to create a Renewal Sentiment Custom Survey and how to use the data gathered to impact health scoring, automation, and more.

Technical Support Deck for Delivering Personalized Support Experiences

Learn how Customer Support teams can provide tailored support using streamlined data from a Customer Success Platform.

Featuring:

Laura Bedoya

Founding Technical Support Manager

@

Vitally

Read Now

Track and Measure Early Renewals with Goals

Learn how to set an Early Renewals Goal in Vitally to measure renewals that are finalized 30+ days out.

How to Set an Onboarding NPS Goal in Vitally

Learn how to create and automate an Onboarding NPS Goal to measure customer satisfaction.

Tines’ Joint Account Plan to Manage Expansion Opportunities

Explore how Vicki Sorensen, Global Head of CS at Tines, and her team use Vitally Docs to streamline processes and drive expansion at scale.

Featuring:

Vicki Sorensen

Global Head of Customer Success

@

Tines

Read Now

GetResponse’s Dashboard for Understanding CSM Activity

Learn how Przemysław, Customer Experience & Implementation Team Lead at GetResponse, effectively tracks and understands CS activity levels at scale.

Featuring:

Przemysław Depka Prondzinski

Customer Experience Team Manager

@

GetResponse

Read Now

AI-Generated Call Summaries for CSMs at Zapier

Explore how Sara Bonanno, Sr. Customer Success Operations Specialist, automates and surfaces call summaries for CSMs at Zapier.

Featuring:

Sara Bonanno

Sr. Customer Success Operations Specialist

@

Zapier

Read Now

Automate Journey-Based Customer Messaging

Discover how Zack Joswiak, Manager - Solution Architects at Vitally, automates customer messaging based on journey stage using Playbook Automation.

Featuring:

Zack Joswiak

Manager, Solution Architects

@

Vitally

Read Now

How the Compt Team Automates and Scales their Renewal Process

Discover how Mary Migiano, Sr. Customer Success Manager - Team Lead at Compt, uses Playbook automation to seamlessly move customers through a tailored journey.

Featuring:

Mary Migiano

Head of Customer Success

@

Compt

Read Now

Account Escalations: How Uptick Bridges the Gap Between Departments

Learn how Kayla Summers, Head of Global Customer Experience (FireMate) at Uptick, uses Board Views and Custom Objects to efficiently manage escalations.

Featuring:

Kayla Summers

Head of Global Customer Experience (FireMate)

@

Uptick

Read Now

How Peggy from Vitally Ensures Accurate Forecasting and Financial Projections

Discover how Peggy Wang, Head of Finance at Vitally, uses custom Dashboards & Reporting to gain visibility into key financial and customer metrics.

PartnerStack’s Program Checklist for Effective Onboarding

Ola Ogungbemile, Customer Success Manager at PartnerStack, uses Vitally Docs for this Partnership Program Checklist to ensure his clients are set up for success.

Featuring:

Ola Ogungbemile

Customer Success Manager

@

PartnerStack

Read Now

PeopleGrove’s Guide to Engaging Customer Advocates at Scale

Discover how Emma Miller-Crimm, Sr. Customer Marketing Manager at PeopleGrove, uses Vitally to gather customer value stories and engage with potential advocates.

Featuring:

Emma Miller-Crimm

Sr. Customer Marketing Manager

@

PeopleGrove

Read Now

How Vitally Built a Best-in-Class Customer Reference Program

Learn how Mary Lim, Product Marketing Manager at Vitally, streamlines her process for sourcing and matching healthy customer references at scale.

Featuring:

Mary Lim

Product Marketing Manager

@

Vitally.io

Read Now

InsightsCRM’s Guide to Managing NPS Detractors

Learn how Kapil Sharma, Customer Success Manager at ANALEC (InsightsCRM), uses Projects to quickly resolve customer concerns and keep his book of business healthy.

Featuring:

Kapil Sharma

Customer Success Manager

@

ANALEC (InsightsCRM)

Read Now

Creating an Onboarding Hub

Minimize distractions and deliver excellent onboarding experiences with a dedicated Onboarding Hub.

How to Design a Sales & Account Management Hub

Efficiently navigate renewals, boost productivity, and drive growth using a Sales & Account Management Hub.

Sourcegraph's Monthly Update Template

See how Aimee, VP of Technical Success at Sourcegraph, uses Conversation templates to provide product usage updates to customers.

Featuring:

Aimee Menne

VP of Technical Success

@

Sourcegraph

Read Now

Speed up Roadmap Planning With a Feature Request Hub

Effortlessly track top product requests and prioritize your roadmap accordingly with a customizable Feature Request Hub.

How to Build a Customer Success Leadership Hub

Stay on top of growth and churn by using a Leadership Hub to understand customer health, retention, CSM performance, and much more.

How to Build a Personal Hub

Learn about Personal Hubs in Vitally and how they can help CSMs become more efficient and productive.

How to Automatically Identify Expansion Opportunities

Learn how Ben from Salesmsg uses Playbook automation to detect and act on expansion opportunities in his Expansion Blueprint.

Featuring:

Ben Francis

Head of Customer Success

@

Salesmsg

Read Now

Salesmsg’s Value-Driven Upsell Template

Discover how Ben from Salesmsg uses his Upsell template to effectively communicate value to customers and grow expansion revenue.

Featuring:

Ben Francis

Head of Customer Success

@

Salesmsg

Read Now

Renewal Call Note Template

Efficiently prepare for your upcoming renewals and maximize revenue with Lauren's Renewal Call Blueprint.

Featuring:

Lauren Axworthy

Manger, Account Management

@

Vitally

Read Now

CSM Transition Template

Take a look at how Liz ensures a successful and smooth CSM-to-CSM account handoff with her CSM Transition Blueprint.

Featuring:

Liz Kavney

Senior Customer Success Manager

@

Vitally

Read Now

User Interviews’ Post-Sales Handoff Template

Check out how Christy from User Interviews welcomes and onboards customers at scale with their Post-Sales Handoff Blueprint.

Featuring:

Christy Banasihan

Lead Customer Success Manager

@

User Interviews

Read Now

Client Escalation Template

Turn customer escalations into a positive experience and minimize errors by using Celine's Client Escalation Blueprint.

Featuring:

Celine Doumar

Senior Customer Success Manager

@

Vitally

Read Now

Key Stakeholder Change Template

Ensure stakeholder changes go smoothly with Parker's Key Stakeholder Change Blueprint designed for Hybrid and High-Touch Customer Success.

Featuring:

Parker Moore

Senior Director, Customer & Product Operations

@

Vitally

Read Now

Quarterly Business Review Prep Template

Learn how Taylor collaborates with customers and streamlines his process for business reviews with his QBR Prep Blueprint.

Featuring:

Taylor Pettiford

Customer Success Manager

@

Vitally

Read Now

New Customer Kickoff Template

Take a peek at how Steven uses Project Templates to make onboarding easy for new customers in this New Customer Kickoff Blueprint.

Athenian’s Customer Onboarding Plan

Learn how José from Athenian creates a streamlined and collaborative onboarding experience with his Customer Onboarding Doc.

Featuring:

José Caldeira

VP of Engineering Success

@

Athenian

Read Now

Sales to Customer Success Handoff Template

Discover how Zack streamlines the account handoff process with our Sales to CS Handoff Blueprint.

Featuring:

Zack Joswiak

Manager, Solution Architects

@

Vitally

Read Now

Implementation Guide Doc Template

Increase time-to-value (TTV) and take the complexity out of your implementation process by using Krista's Implementation Blueprint.

Featuring:

Krista Olson

Senior Solutions Architect

@

Vitally

Read Now

#paid’s New Account Onboarding Checklist

Learn how Natasha at #paid keeps her book of business on track and increases time-to-value with this New Account Onboarding Blueprint.

Featuring:

Natasha Cantisano

Customer Success Team Lead

@

#paid

Read Now

Sales Discovery Template

Streamline your discovery process and delight prospects with Carly's interactive Sales Discovery Blueprint.

Featuring:

Carly Bennett

Director of Sales & Sales Engineering

@

Vitally

Read Now

Churn Report Template

Discover how Amelia captures and analyzes data from churning accounts at scale using this Churn Report Note template.

Featuring:

Amelia Losciale

Success Architect Lead

@

Vitally

Read Now

Beta Program User Kickoff Template

Renée's Beta Program User Kickoff Blueprint gives Customer Success and Product teams a scalable way to manage and collect feedback from participants.

Easy QBR Scheduling from Followup CRM

Check out Christine from FollowupCRM's quick and concise template for scheduling QBRs.

Featuring:

Christine Francois

Senior Customer Success Manager

@

Followup CRM

Read Now

Followup CRM's Onboarding Checklist

Get inspired and learn how Christine at FollowupCRM keeps her book of business on track with her Onboarding Checklist Blueprint.

Featuring:

Christine Francois

Senior Customer Success Manager

@

Followup CRM

Read Now

Resolving NPS Detractors with Mixpanel

Quickly address and resolve customer concerns at scale using Ryan from Mixpanel's customizable NPS Detractor Blueprint.

Featuring:

Ryan Seams

Senior Director, Customer Success

@

Mixpanel

Read Now

Mixpanel’s Guide to Customer Onboarding

Discover how Peishan and her team at Mixpanel use this Onboarding Project Template to ensure customers have a consistent, positive onboarding experience.