Introducing Blueprints: Ready-to-Use Templates Powered by CS Experts

Over the years, we've been working with our internal teams and expert partners to prescribe the best ways to use Vitally. Today, we're bringing that expertise to everyone with the Blueprint Library: a collection of ready-to-use templates designed to help you build out and scale your CS operations in Vitally faster than ever.

Whether you’re just getting started with Vitally or looking to optimize existing processes, the Blueprint Library acts as your personal launchpad for operational excellence. Each template combines proven frameworks with Vitally’s powerful platform capabilities, helping teams spend less time configuring and more time delivering results for customers.

Instantly Kickstart Your CS Operations

Getting your Customer Success organization up and running shouldn’t require months of setup. The Blueprint Library equips you with expert-built, ready-made templates covering every stage of the customer journey, from onboarding to renewals and more. You’ll gain an instant head start on setting up Vitally for long-term success.

Whether you’re new to Vitally and looking to go live quickly while following industry best practices, or an experienced customer seeking to enhance existing workflows, the Blueprint Library makes it easy to:

• Accelerate Time-to-Value: Launch complete, end-to-end CS processes in minutes instead of months, so you can start driving outcomes faster.
• Standardize Success: Build repeatable, scalable workflows grounded in real-world expertise from leading CS professionals.
• Spark Inspiration: Discover new ways to engage customers and drive successful outcomes across Customer Success, Marketing, Product, and beyond.

By combining speed, structure, and adaptability, the Blueprint Library transforms how teams operationalize Customer Success in Vitally.

Expert-Approved, Community-Powered

The best strategies are built on experience — and the Vitally Blueprint Library captures exactly that. Each template draws from proven best practices contributed by Customer Success leaders across industries, including Mixpanel, Procurify, Duco, Navattic, and Sourcegraph, as well as from our in-house CS experts here at Vitally.

Each Blueprint reflects the practical experience of real CS teams who have built scalable, high-performing operations inside Vitally. You can apply their insights directly to your own setup, and skip the trial and error.

By leveraging the collective knowledge of the Vitally Community, you can adopt strategies that already work and continuously evolve your CS operations.

Go Live Faster with End-to-End Use Cases

The Blueprint Library includes complete, end-to-end use cases, so you can hit the ground running with ready-made frameworks that cover your most critical CS functions:

• Onboarding
• Renewal Management
• EBR/QBR Management
• CSM Productivity
• Success Planning
• NPS Follow-up Automation
• Stakeholder Change
  

Check out all the templates available right now in the Blueprint Library →

Each template includes all the core Vitally assets you need — from Notes and Docs to Projects, Conversations, Playbooks, and Dashboards — so you can go from idea to execution in a matter of minutes. 

Unlike other template libraries where you need to cobble together different assets to create your own franken-process, the Vitally Blueprint Library delivers fully integrated, process-ready frameworks that work right out of the box. With just a few clicks, you’ll have a complete workflow built, live, and ready to drive results.

Out-of-the-Box, Fully Customizable

Every Blueprint gives you a strong foundation — but full flexibility remains in your hands. Each template is fully editable, allowing you to tailor assets to fit your unique workflows, customer segments, and brand voice.

Start with a proven structure, then make it yours. Add your organization’s data, define custom fields, refine automation rules, and adjust tone or language to align with how your business communicates and delivers Customer Success.

That means you get the best of both worlds: expert guidance and proven frameworks, paired with the customization and flexibility Vitally is known for.

Continuously Growing with You

We’re expanding the Blueprint Library regularly, sourcing new templates and best practices from the Vitally Community and top CS leaders. It’s your ever-evolving source for building a smarter, more scalable Customer Success organization.

Ready to Get Started?

If you’re already using Vitally, you can explore and start implementing Blueprints today!.

New to Vitally? Schedule a demo to see how the Blueprint Library and the rest of Vitally’s powerful platform can help your team work smarter, deliver faster, and maximize customer success.blue