CSM Productivity

Value of This Blueprint

Customer Success Managers juggle a high volume of accounts, meetings, and data across tools. Without a clear workspace, it’s easy for tasks to fall through the cracks or for teams to operate reactively.

This Blueprint gives CSMs a powerful, structured starting point in Vitally. It includes everything needed to consolidate daily workflows into one place, automate key activities, and focus attention where it matters most. With this setup, teams simply plug in their own data and preferences to hit the ground running.

The result is more productive CSMs, better time management, and greater consistency across your customer engagements.

High-Level Strategy

This Blueprint builds a central CSM workspace inside Vitally, combining data, docs, and dashboards to streamline daily work. It equips CSMs to:

• Stay focused on the most important tasks and accounts
• Use templates and workflows to reduce manual work
• Track performance and engagement metrics with clarity
• Access all essential views and docs in a single hub

Everything is ready to go, with light customization needed for your team’s exact needs.

Technical Guidance

Best used when your core data is in and you want to equip CSMs with focused, high-value views.

• Core Needs: Accounts + users integrated
• Recommended Setup: Lifecycle Tracking set
• Timing: Once data is flowing in and CSMs can manage accounts

What’s Included in This Blueprint

Hubs & Views

• CSM Home Hub
• CSM Hub Doc
• Engagement Calendar
• Today Dashboard
• Strategic Dashboard
• Performance Dashboard
• Account Overview

Additional Assets

• Success Plan Doc
• Success Plan Doc Custom Properties
• Recurring Call Note
• Monthly Active Users
• Satisfaction Survey
• CSAT Survey Email
• IC Productivity Properties