Filters
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

No Matching Blueprints

How to Set an Onboarding NPS Goal in Vitally

How to Set an Onboarding NPS Goal in Vitally

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

Read Now →
How Tines uses a Joint Account Plan to Manage Expansion Opportunities

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.

Read Now →
GetResponse's Dashboard for Understanding CSM Activity

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.

Read Now →
AI-Generated Call Summaries for CSMs at Zapier

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.

Read Now →
Automate Journey-Based Customer Messaging with Zack from Vitally

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.

Read Now →
How the Compt Team Automates and Scales their Renewal Process

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.

Read Now →
Account Escalations: How Uptick Bridges the Gap Between Departments

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.

Read Now →
How Peggy from Vitally Ensures Accurate Forecasting and Financial Projections

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.

Read Now →
PartnerStack's Program Checklist for Effective Onboarding

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.

Read Now →
PeopleGrove's Guide to Engaging Customer Advocates at Scale

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.

Read Now →
How Vitally Built a Best-in-Class Customer Reference Program

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.

Read Now →
InsightsCRM’s Guide to Managing NPS Detractors

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.

Read Now →
A Blueprint for Creating an Onboarding Hub

A Blueprint for Creating an Onboarding Hub

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

Read Now →
How to Design a Sales & Account Management Hub

How to Design a Sales & Account Management Hub

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

Read Now →
Sourcegraph's Monthly Update Template

Sourcegraph's Monthly Update Template

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

Read Now →
Speed up Roadmap Planning With a Feature Request Hub

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.

Read Now →
How to Build a Customer Success Leadership 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.

Read Now →
A Blueprint For Building a Personal Hub

A Blueprint For Building a Personal Hub

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

Read Now →
How to Automatically Identify Expansion Opportunities

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.

Read Now →
Salesmsg's Value-Driven Upsell Template

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.

Read Now →
Renewal Call Note Template

Renewal Call Note Template

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

Read Now →
CSM Transition Template

CSM Transition Template

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

Read Now →
User Interviews' Post-Sales Handoff Template

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.

Read Now →
Client Escalation Template

Client Escalation Template

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

Read Now →
Key Stakeholder Change Template

Key Stakeholder Change Template

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

Read Now →
Quarterly Business Review Prep Template

Quarterly Business Review Prep Template

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

Read Now →
New Customer Kickoff Template

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.

Read Now →
Athenian's Customer Onboarding Plan

Athenian's Customer Onboarding Plan

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

Read Now →
Client Re-engagement Template

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.

Read Now →
Sales to Customer Success Handoff Template

Sales to Customer Success Handoff Template

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

Read Now →
Implementation Guide Doc Template

Implementation Guide Doc Template

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

Read Now →
#paid's New Account Onboarding Checklist

#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.

Read Now →
Sales Discovery Template

Sales Discovery Template

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

Read Now →
Churn Report Template

Churn Report Template

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

Read Now →
Beta Program User Kickoff Template

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.

Read Now →
Easy QBR Scheduling from Followup CRM

Easy QBR Scheduling from Followup CRM

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

Read Now →
Followup CRM's Onboarding Checklist

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.

Read Now →
Resolving NPS Detractors with Mixpanel

Resolving NPS Detractors with Mixpanel

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

Read Now →
Mixpanel's Guide to Customer Onboarding

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.

Read Now →
#paid's New User Onboarding Checklist

#paid's New User Onboarding Checklist

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

Read Now →
Success Planning Doc Template

Success Planning Doc Template

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

Read Now →
Duco's Executive Business Review (EBR) Project

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.

Read Now →
Duco's EBR Note Template

Duco's EBR Note Template

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

Read Now →
Avoma's Renewal Project

Avoma's Renewal Project

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

Read Now →
Customer Case Study Template

Customer Case Study Template

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

Read Now →

Subscribe for Updates

Be the first to hear about new blog posts, resources, events, and more.

Boost Your Customer Success Productivity Now

Sign up for a quick demo to see what Vitally can do to your improve your Customer Success organization.