Items tagged
Docs
PartnerStack's Program Checklist for Effective Onboarding

PartnerStack's Program Checklist for Effective Onboarding

Ola Ogungbemile, Customer Success Manager at PartnerStack, uses Vitally Docs for this Partnership Program Checklist to ensure his clients are set up for success.

Read Now →
Quarterly Business Review Prep Template

Quarterly Business Review Prep Template

Learn how Taylor collaborates with customers and streamlines his process for business reviews with his QBR Prep Blueprint.

Read Now →
Athenian's Customer Onboarding Plan

Athenian's Customer Onboarding Plan

Learn how José from Athenian creates a streamlined and collaborative onboarding experience with his Customer Onboarding Blueprint.

Read Now →
Implementation Guide Doc Template

Implementation Guide Doc Template

Increase time-to-value (TTV) and take the complexity out of your implementation process by using Krista's Implementation Blueprint.

Read Now →
#paid's New Account Onboarding Checklist

#paid's New Account Onboarding Checklist

Learn how Natasha at #paid keeps her book of business on track and increases time-to-value with this New Account Onboarding Blueprint.

Read Now →
Sales Discovery Template

Sales Discovery Template

Streamline your discovery process and delight prospects with Carly's interactive Sales Discovery Blueprint.

Read Now →
Beta Program User Kickoff Template

Beta Program User Kickoff Template

Renée's Beta Program User Kickoff Blueprint gives Customer Success and Product teams a scalable way to manage and collect feedback from participants.

Read Now →
Followup CRM's Onboarding Checklist

Followup CRM's Onboarding Checklist

Get inspired and learn how Christine at Followup CRM keeps her book of business on track with her Onboarding Checklist Blueprint.

Read Now →
#paid's New User Onboarding Checklist

#paid's New User Onboarding Checklist

Keep customers on track with a quick and easy onboarding checklist from Natasha Cantisano at #paid.

Read Now →
Success Planning Doc Template

Success Planning Doc Template

Effectively track goals and collaborate with customers using Sarah's dynamic, customizable Success Plan Blueprint.

Read Now →
Customer Case Study Template

Customer Case Study Template

Build out impactful, consistent case studies at scale using Haley's Customer Case Study Blueprint for B2B SaaS Marketing teams.

Read Now →

Boost Your Customer Success Productivity Now

Sign up for a quick demo to see what Vitally can do to your improve your Customer Success organization.