Hi Community - here's [i]What's New in Vault!
- Gainsight Community -- what awesome ideas for playbooks, surveys, and email templates do you have?
- New Assets Published: 3 surveys, 2 playbooks, 8 CoPilot templates published in the past few weeks
- Readiness Survey - determine prospects' organizational and data readiness for onboarding
- Product Feedback Survey - gather feedback on customer satisfaction/desired product enhancements
- CEO Feedback Survey - gather feedback on the overall performance and areas of improvement for the company's CEO
- Executive Re-Sell Playbook - connect a new Company Executive with their internal Executive Sponsor to re-sell the company/product value
- Product Overage Playbook - manage potential customer license/capacity overage, including engaging in Upsell conversation
- Executive Re-Sell Template - sent from Exec. Sponsor, re-sell the company/product value to a new Company Executive
- Product Overage Template - inform a customer when they are at X% (e.g. 95%) of their licenses and therefore may want to engage in Upsell conversation
- Campaign Ending Soon Template - update a customer when their campaign with your product is nearing its end
- (Internal) 'New in Gainsight' Template - inform your CS team what's new in their Gainsight instance
- (internal) Gainsight Feature Overview: Report Builder - explain how to use Gainsight's Report Builder with a series of descriptions and pictures
- Webinar Recording (Format) Template - Format-only template showing how you can use CoPilot to send out embedded videos, links, etc.
- Meet Your Team (Format) Template - Format-only template showing how you can use CoPilot to embed pictures (e.g. of your team) with links
- Send Health Scores (Format & Directions) Template - Format/directions template showing how you can use Rules Engine and CoPilot to send your customers their health scores on a cadence basis
- Assets to be published next week:
- Closed Round of Funding Playbook
- Sponsor Moving to a New Company Playbook
- Reference Follow-up Playbook
- Expansion Support and Customer Internal Re-org Playbooks
- Financial Risk Playbook
- Manager Feedback Survey
- 360 Feedback Survey
- Reference Feedback Survey
- Leaving Sponsor Survey
- Customer Service Feedback Survey
- Sales Process Feedback Survey