Vitally Support

Laura Bedoya

A collection of Vitally use cases and processes

Use Case Library

Operationalize your approach to handling new customer onboarding

🏄‍♂️ Building Your Onboarding Process

Operationalize your approach to adoption, rollout & change management

🚀 Building Your Adoption Process

Understand how to optimize your Account Management motion out of Vitally

💸 Building Your Renewal & Forecasting Process

Building Your Customer Journey

Build an accurate and actionable health score

❤️ Health Framework

Operationalize a proactive approach to engaging key personas

🤝 Managing Stakeholder Change

Effectively manage, prioritize, and extinguish escalations

🚨 Manage Customer Escalations

A better way to track subjective sentiment

🫀Tracking CSM Pulse

Core Processes

How to structure the home base for your CSMs to maximize impact

🏠 Building a Hub for CSM Productivity

Inspiration for personal and shared CSM & AM Hubs

⭐ Role-based Hubs

How to get value out of dashboards in less than 10 minutes

📈 Dashboards 101 & 201

Hubs & Dashboards

Get started using Goals to track business outcomes

🤖 Goals: Operational Use Cases

Here are a few ways you can leverage goals to ensure your onboarding operation is driving the desired outcome.

🏄 Onboarding Goals to Track TTV

Here are a few ways you can leverage goals to ensure your adoption operation is driving the desired outcome.

🚀 Adoption Goals to Track Usage

Here are a few ways you can leverage goals to ensure your risk & opportunity operation is driving business impact.

💸 Growth Goals to Mitigate Risk & Realize Opportunities

Goals: Operational Use Cases

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

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