Monthly Update Email

Value of This Blueprint

Regular, asynchronous communication strengthens relationships and reinforces product value. This email template helps CSMs share personalized updates, metrics, and milestones with customers efficiently.

High-Level Strategy

Provides a repeatable structure for high-impact, low-effort customer updates:

• Highlights product value and key outcomes
• Encourages proactive, data-driven communication
• Supports asynchronous relationship management

Technical Guidance

Requires an email connection to Vitally to send via conversation templates, plus access to event or success metric data for personalization.

What’s Included in This Blueprint

• Monthly Update Email Template