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Customer Success Blueprints

Your Blueprint for maximizing Customer Success productivity starts here. Discover how Vitally can help your team achieve impactful results with best practices compiled by today's Customer Success experts.

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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.

Built by:
Ben Francis

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.

Built by:
Christy Banasihan

Athenian's Customer Onboarding Plan

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

Built by:
José Caldeira

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.

Built by:
Ben Francis

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.

Built by:
Peishan Tan

#paid's New User Onboarding Checklist

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

Built by:
Natasha Cantisano

Duco's EBR Note Template

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

Built by:
Joe Peters

Avoma's Renewal Project

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

Built by:
Mark Stagi

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.

Built by:
Christine Francois

Resolving NPS Detractors with Mixpanel

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

Built by:
Ryan Seams

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.

Built by:
Joe Peters

Easy QBR Scheduling from Followup CRM

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

Built by:
Christine Francois

Churn Report Template

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

Built by:
Amelia Losciale

#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.

Built by:
Natasha Cantisano

Quarterly Business Review Prep Template

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

Built by:
Taylor Pettiford

Sales to Customer Success Handoff Template

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

Built by:
Zack Joswiak

Success Planning Doc Template

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

Built by:
Sarah Steingraber

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.

Built by:
Laura Alvarez

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.

Built by:
Steven Wehr

Client Escalation Template

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

Built by:
Celine Doumar

Implementation Guide Doc Template

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

Built by:
Krista Olson

CSM Transition Template

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

Built by:
Liz Kavney

Key Stakeholder Change Template

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

Built by:
Parker Moore

Renewal Call Note Template

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

Built by:
Lauren Axworthy

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.

Built by:
Renée Kenny

Sales Discovery Template

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

Built by:
Carly Bennett

Customer Case Study Template

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

Built by:
Haley Teeples

Boost Your Customer Success Productivity Now

Schedule a personalized demo today to see how Vitally can help your Customer Success organization operate with more efficiency, improve NRR, deliver best-in-class customer experiences, and get more work done.

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