Share Vitally with your friends

Know any companies that could benefit from increasing customer retention, reducing churn, and driving customer advocacy? We’d love to meet them!

Start your referral

Please complete the form to participate in our referral program. All fields marked with an asterisk (*) are required.

How it works

Simply submit the information of the Customer Success decision-maker you'd like to refer to the form above, and if they turn into an opportunity* or a Vitally customer, you'll receive:

$500 USD

For referred companies that become opportunities*.

10% of First-Year Subscription Fee

For referred companies that become Vitally customers.

Frequently asked questions

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Can I participate if I’m not a Vitally user?
Yes! Customer or not, we welcome anyone spreading the word to participate in the referral program.
How can I track the status of my referral?
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.
What counts as a successful referral?
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.
What kind of company would be considered a good company to refer?
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.
When do I receive my referral bonus?
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.
How will I get paid?
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.
Why was my referral denied?
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.
Is there a limit on the number of companies I can refer?
Nope! You may refer as many companies as you’d like.
My referral joined Vitally! Where is my referral bonus?
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
What is the First-Year Subscription fee?
The fee a company pays in exchange for their first year of access and use of Vitally's platform.
How does a company I refer become an opportunity*?
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. uses Vitally Health Scores and Playbooks to make sure no customers fall through the cracks.
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