Onboarding

Overview

Value of This Blueprint

Customers who reach value quickly are far more likely to renew and expand. That’s why a strong onboarding experience isn’t just helpful, it’s essential to driving long-term success and growth.

This Blueprint helps Customer Success teams launch that experience with confidence by providing a fully structured foundation for onboarding in Vitally. It includes all the essential components you need to set up, from projects and goals to dashboards, emails, and surveys. Teams can focus on tailoring the details, not building from scratch.

The result is faster setup, smoother execution, and a repeatable onboarding motion that accelerates time to value.

High-Level Strategy

This Blueprint builds a fully structured Onboarding Playbook that automates the end-to-end onboarding process in Vitally. It establishes a framework to:

Automatically create and assign Onboarding Projects
Track onboarding progress through tailored Dashboards and Views
Centralize collaboration with key Docs, Boards, and Tables

Everything is designed to provide visibility, consistency, and impact across the onboarding journey.

Technical Guidance

You’ll get the most value out of this Blueprints once account and user data is flowing into Vitally so that you can identify who is in the Onboarding stage and assign ownership over activities.

Required: Connect Email
Core Needs: Accounts + Users integrated
Recommended Setup: Lifecycle tracking is configured
Timing: As soon as onboarding customers are identifiable