Yes! Customer or not, we welcome anyone spreading the word to participate in the referral program.

You’ll receive an email notification when you first submit your referral, and will receive additional updates via email as the status of your referral progresses.

A successful referral requires that you introduce Vitally to someone who can make decisions about Customer Success at a third party company. This means you cannot refer yourself or someone else at the company you work for.

A B2B SaaS company with more than 10 full-time employees that expresses clear intent to purchase a Customer Success platform within the next 60 days.

Vitally will issue the referral bonus to you once your referral joins Vitally and within 30 days after they have paid their first-year subscription fee.

You’ll be paid via wire transfer, and will receive instructions on how to provide this information. For payments above $600, Vitally is required to issue you an IRS Form MISC-1099, so we’ll reach out to you to gather additional details.

Unfortunately, if your referral is not a good fit (see what kind of company would be considered a good company to refer), is already in the process of purchasing Vitally, decided not to join Vitally, was already a Vitally customer, or if your referral had already been referred by someone else you are not eligible for the referral bonus.

Nope! You may refer as many companies as you’d like.

If it has been more than 30 days since we notified you that your referral bonus is being processed, please send us an email at referrals@vitally.io.

The fee a company pays in exchange for their first year of access and use of Vitally's platform.

To qualify as an Opportunity, a referral must meet the following criteria: 1) A *company* providing B2B software solution with more than 10 full-time employees; 2) A *contact* with decision-making seniority in the Customer Success organization; 3) The contact *completes a discovery call*; 4) *expresses clear intent* to purchase as Customer Success platform within 90 days.