Items tagged
Docs
Brainstorm Your Scaled Customer Success Strategy with Parker’s Framework
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Brainstorm Your Scaled Customer Success Strategy with Parker’s Framework

Identify customer challenges, needs, and develop a starting point for your Scaled Customer Success strategy using Parker's framework.

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How Tines uses a Joint Account Plan to Manage Expansion Opportunities
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How Tines uses a Joint Account Plan to Manage Expansion Opportunities

Explore how Vicki Sorensen, Global Head of CS at Tines, and her team use Vitally Docs to streamline processes and drive expansion at scale.

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PartnerStack’s Program Checklist for Effective Onboarding
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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.

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Quarterly Business Review Prep Template
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Quarterly Business Review Prep Template

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

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Athenian’s Customer Onboarding Plan
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Athenian’s Customer Onboarding Plan

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

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Implementation Guide Doc Template
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Implementation Guide Doc Template

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

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#paid’s New Account Onboarding Checklist
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#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.

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Sales Discovery Template
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Sales Discovery Template

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

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Beta Program User Kickoff Template
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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.

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Followup CRM's Onboarding Checklist
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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.

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#paid’s New User Onboarding Checklist
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#paid’s New User Onboarding Checklist

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

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Success Planning Doc Template
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Success Planning Doc Template

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

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Customer Case Study Template
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Customer Case Study Template

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

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