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: 13 surveys, 11 playbooks published in the last 2 weeks
- Company Internal Re-organization playbook - determine how to drive value when a company goes through an internal re-organization
- Closed Round of Funding playbook - congratulate and explore opportunities when a customer closes a round of funding
- Sponsor Moving to New Company playbook - follow-up appropriately when a Sponsor moves to a new company
- Advocacy Follow-Up playbook - follow-up and initiate feedback when a customer completes an advocacy event
- Expansion Support playbook - support a customer through an expanded rollout of your product
- Financial Risk playbook - determine where to invest efforts when customer is indicating signs of financial difficulty
- Will Churn playbook - take the appropriate steps after a customer confirms that they will churn
- Initial End User Training playbook - guide customers through the training of their End Users
- Monthly Check-in playbook - plan and deliver monthly check-ins with your customers
- Company Risk: Loss of Admin playbook - bridge the gap after the loss of an Admin
- Sentiment Opportunity: Neutral Survey Rating playbook - respond to receiving neutral, "passive" NPS survey rating
- 360 Feedback survey - gather internal feedback from employees on any colleague for whom they would like to provide feedback
- Manager Feedback survey - gather internal feedback on managers from the employees that they manage
- Sales Process Assessment survey - understand how Pre-Sales expectations were met in the Post-Sales execution process
- Customer Service Feedback survey - gather feedback on customer satisfaction with customer service experience
- Leaving Sponsor survey - understand how to follow up appropriately when a Sponsor is leaving his/her current company
- Customer Advocacy survey - determine which customer contacts are willing to partake in advocacy
- Advocacy Feedback survey - gather feedback from customer contacts who have been through your advocacy program
- Customer Satisfaction (CSAT) Survey B - an alternative way to evaluate overall customer satisfaction with your company
- Workflow Enhancement survey - understand improvements for how your product can make customers' workflow more effective
- Pre-Demo survey - understand the use case for your prospects and thereby provide a more tailored demo
- Post-Launch survey - gather customers' initial feedback soon after they launch your platform
- Internal Product Marketing survey - assess the effectiveness of your product marketing content
- Internal Sales Training Assessment survey - assess the effectiveness of your internal sales training program
- Assets to be published next week:
- Red Executive Engagement playbook
- Drop in Usage playbook
- Data Risk playbook
- Yellow Habits playbook
- Training/Adoption Opportunity playbook
- Logo Permission CoPilot template
- Survey Reminder CoPilot template
- Pre-event Connectivity CoPilot template
- Notify Management of New Flagged Risk >100k ARR CoPilot template