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Insightful videos and podcasts featuring conversations with innovative CS leaders

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The Future of AI in Customer Success: Lessons from Vitally’s CEO with Jamie Davidson

Jamie Davidson, CEO and Co-Founder of Vitally, and Bayron Toruño, host of the Customer Success Talks podcast, explore how AI is being integrated into CS workflows.

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AI in Customer Success: What’s Working Right Now with Kelley Turner

Kelley Turner, SVP of Global CS at Vitally, and Bayron Toruño, host of the Customer Success Talks podcast, dive into one of the hottest topics in our industry, AI in CS.

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How to Use Segmentation to Drive Value, Retention and Efficiency with Kelley Turner

Kelley Turner, SVP of Global CS at Vitally, and Anika Zubair, host of The Customer Success Pro podcast, discuss the critical role of customer segmentation in effective CS strategy.

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How AI is Rewriting the Customer Success Playbook: Lessons from 600+ CS Teams

On the Churn FM podcast Jamie Davidson, CEO and Co-Founder, and Kelley Turner, SVP of Global Customer Success at Vitally, discuss how AI is reshaping CS workflows.

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One Vital Question 12: Unpopular Customer Success Opinions

Vitally asked six CS leaders to share their favorite Customer Success hot takes. Brace yourselves!

Building a Senior Leadership Hub

Learn how to build an executive leadership Hub in Vitally with Taylor Johnston, VP of Customer Success.

Gather Feedback and Take Action with Custom Surveys

Learn how to use Custom Surveys in Vitally to gather feedback and insights from your customers with Vitally's Sr. Director of Customer Operations & Education.

Scaling CS with Vitally: Getting Started

What is scaled CS and how can you get started? Learn how to build the foundation of your scaled CS strategy in Vitally.

Think Like a CMO: Building Authority as a CS Team

Neil Wu Becker, CEO and Co-Founder of NextBound, shares his insights on Customer Success communication strategies, proactive leadership, and the advantages of integrated marketing models.

Maximizing Your First 90 Days in a CS Leadership Role

As a Customer Success leader, your top priority in the first 90 days is building trust with your team and organization. Lizzy Rosen, VP of Success at Vendr, shares how to inspire confidence and create alignment in a new leadership role.

Building Mutual Success Plans to Prove ROI with Goals

Learn how to build a customized mutual success plan to prove ROI to your customers by using Goals and Docs in Vitally.

One Vital Question 11: What to Look for When Hiring a CSM

Vitally asked seven CS leaders to share their top “green flags” when hiring Customer Success Managers.

How Customer Success Can Have a Voice in Pricing and Packaging

Andrew Michael, Host of CHURN.FM, discusses the crucial role of Customer Success in pricing and packaging strategies, and how CS teams should be involved in rolling out new pricing models.

Working With Product Teams to Solve Customer Pain

Christine Itwaru, Head of Product at Vitally, shares the blueprint for building strong partnerships with Product teams by teaching CS leaders how to speak the language of Product and ask the right questions.

One Vital Question 10: Best Metrics for Tracking CS Teams

Vitally asked seven Customer Success leaders for their metric of choice for tracking team impact.

Vitally Change Management: Fundamentals

Learn how to use the ADKAR framework to conduct successful change management when bringing on a new platform like Vitally.

How to Make Client Impact a Team Sport

Greg Collins, VP of Revenue at Boldr, explains why driving client impact is better as a team sport. Discover the art of rallying different departments around the customer experience to turbocharge client impact.

One Vital Question 09: Must Use Customer Retention Strategies for CS

Vitally asked seven Customer Success leaders for their best retention tip that every CS organization should get on board with.

Leaning Into the Business of Your Customer

Monique McDonough, COO at WorkTango, shares strategies on CSMs handling commercial duties and offers guidance on transitioning teams to a customer-centric revenue focus.

Using Goals with Automation

Learn how to automate your Goal-setting process and use Goals as triggers for your Playbook automations in Vitally.

Using Goals to Measure the Impact of CS Operations

We'll walk through several use cases for Goals and go step-by-step through how to build your first Goal Template to measure the impact of your CS operations

Tracking Goal Performance

Learn how to leverage your Goals data in Dashboards by creating Widgets, Table Views, and much more in this Goals+ workshop.

Why Storytelling Is Crucial in Customer Success

Ryan Seams, Head of CS at AssemblyAI, offers practical tips for creating a story that resonates with leadership, utilizing data effectively, integrating storytelling into team culture for lasting influence, and much more.

Success/ful Trailer: Winning Ideas from the World of CS and Beyond

Host Taylor Johnston, VP of Global Customer Success at Vitally, talks to some of the most effective leaders in and out of CS to share their unique insights on how Customer Success execs can be most effective in their roles.

One Vital Question 08: Best Strategies for Cross-Departmental Collaboration

We asked six CS leaders to share the lessons they had to learn the hard way when they were first starting out in CS.

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