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Blueprints

Discover how Vitally can help your team achieve impactful results with best practices compiled by Customer Success experts.

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MemberSpace Scales Customer Success with a Custom Health & Risk Dashboard
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MemberSpace Scales Customer Success with a Custom Health & Risk Dashboard

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

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360 Dashboard: Renewal Journey
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Renewal
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360 Dashboard: Renewal Journey

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

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360 Dashboard: Command Center
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Dashboards
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360 Dashboard: Command Center

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

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MemberSpace Scales Customer Success with a Custom Health & Risk Dashboard
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MemberSpace Scales Customer Success with a Custom Health & Risk Dashboard

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

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360 Dashboard: Renewal Journey
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360 Dashboard: Renewal Journey

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

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360 Dashboard: Command Center
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360 Dashboard: Command Center

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

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How Navattic Automates Onboarding with Vitally Playbooks
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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.

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Analyze Multi-Channel Customer Interactions with Steph’s Thena Dashboard
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Analyze Multi-Channel Customer Interactions with Steph’s Thena Dashboard

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

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

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Brainstorm Your Scaled Customer Success Strategy with Parker’s Framework
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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.

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Customer Feedback Survey: How Molly From Upwards Gathers Detailed Customer Insights
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Customer Feedback Survey: How Molly From Upwards Gathers Detailed Customer Insights

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

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Capture Renewal Sentiment with a Custom Survey
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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.

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Laura’s Technical Support Deck for Delivering Personalized Support Experiences
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Laura’s 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.

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Track and Measure Early Renewals with Goals
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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.

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How to Set an Onboarding NPS Goal in Vitally
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How to Set an Onboarding NPS Goal in Vitally

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

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How Tines uses a Joint Account Plan to Manage Expansion Opportunities
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How Tines uses a 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.

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GetResponse’s Dashboard for Understanding CSM Activity
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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.

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AI-Generated Call Summaries for CSMs at Zapier
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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.

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Automate Journey-Based Customer Messaging with Zack from Vitally
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Automate Journey-Based Customer Messaging with Zack from Vitally

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

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How the Compt Team Automates and Scales their Renewal Process
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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.

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Account Escalations: How Uptick Bridges the Gap Between Departments
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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.

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How Peggy from Vitally Ensures Accurate Forecasting and Financial Projections
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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.

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PartnerStack’s Program Checklist for Effective Onboarding
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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.

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PeopleGrove’s Guide to Engaging Customer Advocates at Scale
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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.

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

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InsightsCRM’s Guide to Managing NPS Detractors
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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.

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A Blueprint for Creating an Onboarding Hub
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A Blueprint for Creating an Onboarding Hub

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

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How to Design a Sales & Account Management Hub
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How to Design a Sales & Account Management Hub

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

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Sourcegraph's Monthly Update Template
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Sourcegraph's Monthly Update Template

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

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Speed up Roadmap Planning With a Feature Request Hub
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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.

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How to Build a Customer Success Leadership Hub
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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.

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A Blueprint For Building a Personal Hub
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A Blueprint For Building a Personal Hub

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

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How to Automatically Identify Expansion Opportunities
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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.

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Salesmsg’s Value-Driven Upsell Template
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Salesmsg’s Value-Driven Upsell Template

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

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Renewal Call Note Template
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Renewal Call Note Template

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

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CSM Transition Template
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CSM Transition Template

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

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User Interviews’ Post-Sales Handoff Template
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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.

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Client Escalation Template
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Client Escalation Template

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

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Key Stakeholder Change Template
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Key Stakeholder Change Template

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

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Quarterly Business Review Prep Template
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Quarterly Business Review Prep Template

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

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New Customer Kickoff Template
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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.

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Athenian’s Customer Onboarding Plan
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Athenian’s Customer Onboarding Plan

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

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Client Re-engagement Template
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Client Re-engagement Template

Get customers re-engaged and ensure your book of business is achieving their business objectives with Laura's Client Re-enagement Blueprint.

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Sales to Customer Success Handoff Template
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Sales to Customer Success Handoff Template

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

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Implementation Guide Doc Template
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Implementation Guide Doc Template

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

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#paid’s New Account Onboarding Checklist
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#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.

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Sales Discovery Template
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Sales Discovery Template

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

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Churn Report Template
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Churn Report Template

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

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Beta Program User Kickoff Template
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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.

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Easy QBR Scheduling from Followup CRM
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Easy QBR Scheduling from Followup CRM

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

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Followup CRM's Onboarding Checklist
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Followup CRM's Onboarding Checklist

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

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Resolving NPS Detractors with Mixpanel
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Resolving NPS Detractors with Mixpanel

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

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Mixpanel’s Guide to Customer Onboarding
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Mixpanel’s Guide to Customer Onboarding

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

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#paid’s New User Onboarding Checklist
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#paid’s New User Onboarding Checklist

Keep customers on track with a quick and easy onboarding checklist from Natasha Cantisano at #paid.

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Success Planning Doc Template
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Success Planning Doc Template

Effectively track goals and collaborate with customers using Sarah's dynamic, customizable Success Plan Blueprint.

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Duco’s Executive Business Review (EBR) Project
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Duco’s Executive Business Review (EBR) Project

Create a standardized, scalable process for Executive Business Reviews by using Joe from Duco's EBR Project Blueprint.

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Duco’s EBR Note Template
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Duco’s EBR Note Template

Ensure a successful business review and streamline business updates with Joe from Duco's Executive Business Review Note Blueprint.

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Avoma’s Renewal Project
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Avoma’s Renewal Project

See how Mark Stagi, VP of Customer Success at Avoma, creates tailored customer experiences with this High Touch Renewal Blueprint.

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Customer Case Study Template
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Customer Case Study Template

Build out impactful, consistent case studies at scale using Haley's Customer Case Study Blueprint for B2B SaaS Marketing teams.

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