Expert Directory
Vitally collaborates with a hand-selected group experts, leaders, and visionaries who are changing the way we think about Customer Success. Browse through the list of members below to learn from their cutting-edge insights.
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Sarah Steingraber
S
Contributed to:
- Blog Post: The Vitally Guide to New Customer Onboarding (With Expert Insights)
- Blog Post: B2B Customer Churn Prevention: 8 Tactics That Actually Work
- Blog Post: How To Track The Effectiveness Of Your Customer Success Team
- Blueprint: Success Planning Doc Template
- Report: How Will the Role of CS Evolve Over the Next Few Years?
- Webinar: How to Elevate Executive Visibility and Influence in Customer Success
- Webinar: CSM Confidential, Part 2: Helping Direct Reports Navigate Career Growth & Compensation
- Video: 17 Questions on the Future of Customer Success

Steph Townes
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Contributed to:
- Blog Post: How Sales Teams Can Use Customer Success Software to Drive Revenue
- Blog Post: What’s Scaled Customer Success and Why Does It Matter?
- Blog Post: The Ultimate Guide to Choosing a Customer Success Platform
- Blueprint: Analyze Multi-Channel Customer Interactions with Steph’s Thena Dashboard
- Report: How Will the Role of CS Evolve Over the Next Few Years?
- Webinar: How To Enhance Customer Success With Multichannel Customer Support
- Workshop: How to Build a Personal Hub

Stino Smet
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Contributed to:

Sunil Joseph
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Contributed to:

Syed Asad
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Contributed to:

Taylor Johnston
T
Contributed to:
- Podcast: Success/ful: Winning Ideas From the World of CS and Beyond (host)
- Workshop: Building the Foundation of Scaled CS

Taylor Pettiford
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Contributed to:

Tom Maxwell
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Tomas Williams
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Tyler Diderich
T
Contributed to:
- Blog Post: 8 Survey Questions CS Teams Should Ask Their Customers
- Blog Post: 10 Customer Success KPIs That Top CS Leaders Track
- Blog Post: How to Use a Pooled CS Structure to Serve a Global Customer Base
- Infographic: The First Five Customer Success Hires at 15 B2B SaaS Companies
- Report: The 2025 Customer Success Confidence Index
- Resource: Workbook for Building Your CS Program free preview and full paid version (use promo code VITALLY for 25% off)
- Video: One Vital Question #1: How to Create a More Productive CS Team
- Video: One Vital Question #4: The Secret Sauce for Customer Onboarding
- Video: One Vital Question #10: What’s the Best Metric for Tracking the Impact of Your CS Team?
- Video: One Vital Question #12: What’s Your Most Unpopular CS Opinion?

Vicki Sorensen
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Virginia D. Bloom
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Whitney Priest
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Contributed to:

Zack Joswiak
Z
Contributed to:
- Blog Post: What Operations Pros Need to Know About Customer Success Software
- Blog Post: How to Build a Customer Success Process
- Blueprint: Sales to Customer Success Handoff Template
- Blueprint: Automate Journey-Based Customer Messaging
- Webinar: Customer Success Processes That You Aren't Automating But Should

