
10 Customer Success Playbooks for Client Management
From customer updates to renewal workflows, this roundup of Customer Success playbooks and best practices will take some of the stress out of your client management efforts.

10 Note Templates Every CSM Needs (and When to Use Them)
With the right note templates, everything from hand-offs to EBRs to renewals are standardized across the team, which boosts productivity, alignment, and customer retention.

16 Customer Success Statistics That CS Teams Need to Know
We gathered the latest Customer Success stats to show CS’s impact on revenue growth, customer retention, team productivity, and more.

18 Essential Customer Success Software Features
When evaluating CSP software, consider how these core features will help your CS team meet its goals and increase the value you provide to customers.

3 Customer Success Touchpoints You Should Be Automating
Every touchpoint in an account lifecycle can be automated to some degree. Here are some tips I often recommend to CS teams that are building out their tech-touch and digital CS efforts.

4 Customer Success Automations to Save Time and Boost Productivity
Discover how Vitally's automation tools can streamline your Customer Success processes and workflows to help deliver exceptional customer experiences.

4 Things Every CSM Should Know Off the Top of Their Head
CSMs can get so bogged down in the day-to-day that they don’t take time to understand the bigger picture. Here are four critical data points that need to be top of mind for every CSM when it comes to their book of business.

4 Ways for Customer Success Teams to Increase Customer Collaboration with Vitally Docs
Deepen customer relationships and streamline CS operations with Vitally Docs: create personalized shared documents that connect back to your customer data.

5 Alternatives to Canceling SaaS Companies Can Present to Subscription Customers
When a customer indicates they're ready to go, it's vital that the experience not be negative. And instead of them leaving, give them a reason to stay.

6 Pro Tips for Boosting Your Customer Survey Response Rates
As businesses increasingly rely on customer data to drive strategy, well-designed customer surveys are a secret weapon. Here’s how to get the most out of your survey sends.

6 Proven Strategies to Build an Effective Customer Success Team
Discover six expert-backed strategies to boost your Customer Success team's effectiveness, drive NRR, and build a scalable CS strategy.
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8 Customer Success Templates for Effective Onboarding Processes
Transform your onboarding process with 8 practical templates that create consistency and boost team productivity | Vitally

8 Survey Questions CS Teams Should Ask Their Customers, As Told by 3 Experts
NPS and CSAT don't tell the full story. This practical list of survey questions will help you understand how your customers really feel about your product.
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A Static List of Customer Success Manager Skills Is Wrong for You — Here’s How To Make Your Own
Here are four questions to ask yourself before you go looking for perfect customer success manager candidate and an interview scorecard formula you can use.

Are Customer Success Certifications Worth It? Breaking Down the Career Benefits and Best Options
Do CS certifications still matter? And what do hiring managers really think about them? Here's how to approach CS certifications at all levels of your career.

B2B Customer Churn Prevention: 8 Tactics That Actually Work in 2025
Forget the "best practices." These are the churn prevention strategies that boots-on-the-ground Customer Success pros are using to retain customers in the real world.

Becoming the Solution: How to Build Trust With Your Clients
Problem-solving is the root of impactful sales. When you are solving your clients' problems for them, they will be willing to pay you if the pain point is acute enough.

CSM to CSM: Tips for Handling Customer Escalations (Gracefully)
Follow and execute the success work plan you have set up with your clients without any blockers or delays to gracefully handle escalations.

Customer Success & Marketing: Whose Team Are We On, Anyway?
“Customer advocacy is the cycle of doing so right by your customers in every aspect of your business that they feel compelled to shout it from the rooftops, thus bringing in new customers.”

Defining the CSM Role: What Should Customer Success Managers Really Be Responsible For?
Could you define a Customer Success Manager's job in one sentence? With the help of a few veteran CSMs, we'd like to offer a new definition of the role.

Eight Ways Customer Success Managers Can Prime Customers for Upsells When Sales Ultimately Owns Expansion Revenue
There are different ways you can drive revenue growth. Learn who owns the revenue expansion and how CSMs can set up their customers for account expansion.