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p/vitallyMaximizing the productivity of Customer Success teams.
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Ben Goldstein

The 5-Minute CS Process Builder - Stop relying on random acts of Customer Success

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The 5-Minute Customer Success Process Builder gives CS teams a set of formal recommendations for which activities to focus on and how to deploy their resources most effectively. Just answer eight questions about your product and pricing, and you're done.

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Ben Goldstein
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Hey Product Hunters! My name is Ben and I work at Vitally, a Customer Success software platform that helps CS teams become more productive and impactful. One of the most common questions we get from B2B Customer Success teams is, “How do I define and build my CS process?” The latest interactive tool from Vitally Labs can answer that question in five minutes or less. Using a few key inputs from your business, Vitally’s 5-Minute Customer Success Process Builder provides guidance on how your team’s resources should be deployed in order to drive maximum impact. You’ll only need to answer eight questions and the whole thing will take less than five minutes of your time. The 5-Minute Customer Success Process Builder is most helpful for… - Early stage Customer Success teams that need help building their first CS process - Established CS teams that are relying on "random acts of Customer Success" to hit their NRR goals and aren’t seeing positive results from their efforts Right now, all we’re looking for is feedback. Do you find the tool useful? How could we have made it more valuable for CS leaders to begin formalizing their operational structure? What’s missing? And what other free tools should we build in the future to make Customer Success teams more productive? I’d like to give a special thanks to Vitally’s Senior Director of Customer Operations & Education Parker Moore for coming up with the framework that this tool is based on, and our Lead Visual Designer Laura Weiss for bringing it to life. Enjoy!
Parker Moore
I’m so excited to see this tool come together! I think Customer Success teams are going to get a ton of value from it. For anyone interested in the thought process behind the “product complexity vs. pricing levers” framework, I explain it in more detail here: https://gaingrowretain.com/kb/ar...
Taylor Johnston
It's hard to start from scratch. As a CS leader, building a CS process from the ground up is no exception. Whether you're building a new team, stepping into a new role, or just looking to refresh your outlook on the CS motion this year, check out this process builder!
levene
Great timing for a product like this. The 5-Minute CS Process Builder