Webinars & Events

Join our team and thought-leaders across Customer Success to gain insights and best practices.

Upcoming Events

NYC Customer Success WeekNYC Customer Success Week
In-Person
Thu
,
Oct 3
at
9:00 am
ET

NYC Customer Success Week

Vitally is sponsoring the main event on October 3 in NYC! Join us for thought-provoking content, networking, and real-life connections.

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The CCO Club AustinThe CCO Club Austin
In-Person
Thu
,
Oct 10
at
1:00 pm
CT

The CCO Club Austin

Join us in Austin for an exclusive workshop on Scaled Customer Success! Discover AI strategies, network, and explore innovative tools from UpdateAI and Vitally.

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GGR DemopaloozaGGR Demopalooza
Virtual
Tue
,
Oct 29
at
9:30 am
ET

GGR Demopalooza

Vitally is sponsoring the 2nd annual virtual demo event for CS leaders. Discover top tools and plan your 2025 tech stack!

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All Events

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How to Measure Customer Education’s Impact on Retention How to Measure Customer Education’s Impact on Retention How to Measure Customer Education’s Impact on Retention
On-Demand
Tue
,
Jul 18
at
1:00 pm
ET

How to Measure Customer Education’s Impact on Retention

Customer education can be a powerful initiative for scaling your Customer Success organization while strengthening overall retention rates. This webinar brought together Customer Success and education leaders from Vitally, WorkRamp, and Productboard to share their insights on the impact of customer education on retention, and its pivotal role in scaling and ensuring your customers get the most value out of what they need to succeed.

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Leveraging the Power of AI to Transform Customer SuccessLeveraging the Power of AI to Transform Customer SuccessLeveraging the Power of AI to Transform Customer Success
On-Demand
Wed
,
Jun 28
at
2:30 pm
ET

Leveraging the Power of AI to Transform Customer Success

Do you wonder why A.I. is today's hottest trend? You're not alone. From ChatGPT to breaking down the future of A.I., get an in-depth analysis of how Artificial Intelligence (A.I.) is revolutionizing organizations and transforming how Customer Success teams drive and scale productivity. Mickey Powell, Co-founder and Head of GTM at UpdateAI, a ChatGPT-powered tool that automates call notes and insights for Customer Success teams, as well as Jamie Davidson, Co-founder and CEO at Vitally, and Jeff Chase, Director of Product Marketing at Vitally, discuss the basics of A.I., demystifying the buzzwords and jargon surrounding

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Bridging Real-Time Visibility of CSAT to Customer SuccessBridging Real-Time Visibility of CSAT to Customer SuccessBridging Real-Time Visibility of CSAT to Customer Success
On-Demand
Tue
,
May 23
at
11:00 am
ET

Bridging Real-Time Visibility of CSAT to Customer Success

Do you ever struggle to quantify the impact customer satisfaction has on your business? You’re not alone! Vitally and Simplesat partnered to host a 45-min virtual discussion around tools and processes to optimize customer feedback and scale growth.

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Customer Success Festival Amsterdam presented by Customer Success CollectiveCustomer Success Festival Amsterdam presented by Customer Success CollectiveCustomer Success Festival Amsterdam presented by Customer Success Collective
On-Demand
Wed
,
May 10
at
9:00 am
CET

Customer Success Festival Amsterdam presented by Customer Success Collective

When you attend the Customer Success Festival, you can expect a jam-packed two days filled with networking opportunities and knowledge sharing. Whether you’ve got a problem concerning onboarding, churn mitigation, or renewals, rest assured, you’ll leave our two-day festival rejuvenated and return to work to apply your findings in brand-new strategies.

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How To Start Your Customer Success Organization ft. RecastSuccessHow To Start Your Customer Success Organization ft. RecastSuccessHow To Start Your Customer Success Organization ft. RecastSuccess
On-Demand
Tue
,
May 9
at
1:00 pm
ET

How To Start Your Customer Success Organization ft. RecastSuccess

Building a successful Customer Success organization requires more than just a plan; do you have the leadership and tools to lay a strong foundation?

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How to Operationalize Customer Feedback, Sentiment, and Advocacy ft. SimplesatHow to Operationalize Customer Feedback, Sentiment, and Advocacy ft. SimplesatHow to Operationalize Customer Feedback, Sentiment, and Advocacy ft. Simplesat
On-Demand
Tue
,
Apr 11
at
11:00 am
ET

How to Operationalize Customer Feedback, Sentiment, and Advocacy ft. Simplesat

Established customer relationships are worth the effort — greater engagement, a deeper understanding of the customer, and increased loyalty for long-term success.

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Scale or Fail: Unlock a Winning Support & Success PartnershipScale or Fail: Unlock a Winning Support & Success PartnershipScale or Fail: Unlock a Winning Support & Success Partnership
On-Demand
Tue
,
Mar 28
at
1:00 pm
ET

Scale or Fail: Unlock a Winning Support & Success Partnership

How Support can find Success, and Success can provide Support.‍ Vitally—the modern Customer Success Platform— brings together a panel of experts from Vitally, Mattermost, and beyond to discuss best practices for creating useful self-service solutions for their customers, enabling collaboration between these teams, and delivering value throughout the customer experience.

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Customer Success Festival New York presented by Customer Success CollectiveCustomer Success Festival New York presented by Customer Success CollectiveCustomer Success Festival New York presented by Customer Success Collective
On-Demand
Tue
,
Mar 14
at
4:00 am
EST

Customer Success Festival New York presented by Customer Success Collective

When you attend the Customer Success Festival, you can expect a jam-packed two days filled with networking opportunities and knowledge sharing. Whether you’ve got a problem concerning onboarding, churn mitigation, or renewals, rest assured, you’ll leave our two-day festival rejuvenated and return to work to apply your findings in brand-new strategies.

Watch Now →Register Now →Register Now →
First-Look Product Webinar: See the Future of Customer Success ProductivityFirst-Look Product Webinar: See the Future of Customer Success ProductivityFirst-Look Product Webinar: See the Future of Customer Success Productivity
On-Demand
Wed
,
Mar 8
at
1:00 pm
ET

First-Look Product Webinar: See the Future of Customer Success Productivity

Join Vitally CEO and co-founder, Jamie Davidson, and Vitally Founding Product Manager, Renee Kenny, for an exclusive first-hand look at what is coming next for Vitally.

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Customer Success Festival Austin presented by Customer Success CollectiveCustomer Success Festival Austin presented by Customer Success CollectiveCustomer Success Festival Austin presented by Customer Success Collective
On-Demand
Thu
,
Feb 16
at
3:00 am
CST

Customer Success Festival Austin presented by Customer Success Collective

When you attend the Customer Success Festival, you can expect a jam-packed two days filled with networking opportunities and knowledge sharing.

Watch Now →Register Now →Register Now →
Scale or Fail: Building Out a Compelling Commission Structure for Post-Sales TeamsScale or Fail: Building Out a Compelling Commission Structure for Post-Sales TeamsScale or Fail: Building Out a Compelling Commission Structure for Post-Sales Teams
On-Demand
Thu
,
Jan 19
at
7:00 am
ET

Scale or Fail: Building Out a Compelling Commission Structure for Post-Sales Teams

Vitally—the modern Customer Success Platform—and Spiff—the commission platform that automates and optimizes commissions plans and motivates commissioned reps—brings together a panel of Revenue leaders from Electric, Symplicity, Betts, and Spiff to discuss how organizations can structure compelling compensation plans for Customer Success Managers, Account Managers, and all post-sales teams.

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Product Deep Dive: Docs in Vitally & Collaborating with CustomersProduct Deep Dive: Docs in Vitally & Collaborating with CustomersProduct Deep Dive: Docs in Vitally & Collaborating with Customers
On-Demand
Wed
,
Dec 21
at
7:00 am
ET

Product Deep Dive: Docs in Vitally & Collaborating with Customers

Vitally—the modern Customer Success Platform—recently launched Docs, an innovative, collaborative software solution powered by customer data that streamlines real-time collaboration between customers and Customer Success teams. ‍

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Scale or Fail: Creating Customer Health Scores That Go Beyond the BinaryScale or Fail: Creating Customer Health Scores That Go Beyond the BinaryScale or Fail: Creating Customer Health Scores That Go Beyond the Binary
On-Demand
Tue
,
Dec 13
at
7:00 am
ET

Scale or Fail: Creating Customer Health Scores That Go Beyond the Binary

All Health Scores are not created equal. Take your customer Health Scores from static to dynamic.‍ Vitally—the modern Customer Success Platform—brings together a panel of Customer Success leaders to discuss how organizations can enhance their Health Scoring models by making the most out of their customer data, getting specific with segmentation, building outside-of-the-box health score equations, and beyond. 

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Scale or Fail: Customer Tiers & Considerations For Your Segmentation StrategyScale or Fail: Customer Tiers & Considerations For Your Segmentation StrategyScale or Fail: Customer Tiers & Considerations For Your Segmentation Strategy
On-Demand
Wed
,
Nov 9
at
7:00 am
ET

Scale or Fail: Customer Tiers & Considerations For Your Segmentation Strategy

Vitally—the modern Customer Success Platform—and RecastSuccess—the professional training and coaching program for Customer Success career transitioners—brought together a panel of Customer Success leaders from Zappi, Informed K12, RecastSuccess, and Vitally to discuss various segmentation strategies for SaaS organizations, how your segmentation strategy impacts your business, and factors to consider when deciding on a segmentation strategy.

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Scale or Fail: Climbing up the Customer Success Ladder From IC to People ManagerScale or Fail: Climbing up the Customer Success Ladder From IC to People ManagerScale or Fail: Climbing up the Customer Success Ladder From IC to People Manager
On-Demand
Tue
,
Oct 25
at
7:00 am
EST

Scale or Fail: Climbing up the Customer Success Ladder From IC to People Manager

CSMs, let's talk about scaling the Customer Success ladder.‍ Vitally—the modern Customer Success Platform—brings together a panel of Customer Success leaders and a leadership expert to help individual contributors in Customer Success understand what it takes to effectively make the transition from individual contributor to effective, and admired, people manager.

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Scale or Fail: Defining Customer Success' Role in Product-Led GrowthScale or Fail: Defining Customer Success' Role in Product-Led GrowthScale or Fail: Defining Customer Success' Role in Product-Led Growth
On-Demand
Tue
,
Oct 11
at
7:00 am
EST

Scale or Fail: Defining Customer Success' Role in Product-Led Growth

In today’s market, SaaS companies are expanding through Product-Led Growth (PLG). But how do they retain their new customers and get them using their product consistently? The answer lies in Product-Led Customer Success.‍

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Scale or Fail:  How To Build a  Non-Traditional  Customer Success TeamScale or Fail:  How To Build a  Non-Traditional  Customer Success TeamScale or Fail:  How To Build a  Non-Traditional  Customer Success Team
On-Demand
,
at
ET

Scale or Fail: How To Build a Non-Traditional Customer Success Team

If your customers represent all industries and walks of life, your company should reflect that—starting with the team on the frontline.‍

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Scale or Fail: Operationalizing Churn Prediction, Prevention, Payments, and Post-MortemScale or Fail: Operationalizing Churn Prediction, Prevention, Payments, and Post-MortemScale or Fail: Operationalizing Churn Prediction, Prevention, Payments, and Post-Mortem
On-Demand
,
at
EST

Scale or Fail: Operationalizing Churn Prediction, Prevention, Payments, and Post-Mortem

The four ‘P’s’ for mitigating churn, scaling Customer Success, and positioning CS as a revenue leader. ‍

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