Skip to main content
Hi Community - here's [i]What's New in Vault! 





New Assets Nominated:




  • Gainsight Community -- what awesome ideas for playbooks, surveys, and email templates do you have?


New Assets Published: 8 playbooks, 8 CoPilot templates published in the last 2 weeks


  • Executive Engagement Risk playbook - drive value and execute strategy when a customer Executive is disengaged with the product

  • Drop in Usage playbook - provide aid and training when a customer's usage drops

  • Habits Risk: Stalled (Yellow) Adoption playbook - improve a neutral trend in customer adoption or habits

  • Data Risk playbook - mitigate risk and determine path forward when a customer faces a data risk issue

  • Training/Adoption Opportunity playbook - discover and execute an opportunity for customer training and/or increased adoption

  • Move to Adopting playbook - transition a customer from Launched stage to Adopting stage where they are fully self-sufficient

  • Support Risk: High Priority Issue playbook - manage a customer's support risk when it's a high priority or urgent issue

  • Support Risk: Volume/Duration Issue playbook - manage a customer's support risk when it's an issue volume or duration issue

  • Logo Permission template - ask permission from a customer to user their logo in customer-facing content

  • Survey Reminder template - remind customer that they haven't yet responded to a released survey

  • Notify Management of New Flagged Risk >100k ARR template - automated notification for Management of new high priority flagged risk

  • Notify Management of Upcoming EBR template - automated notification for Management of upcoming EBR 

  • Pre-Event Program Connectivity template - connect customers before an upcoming Event regarding programs they'll be involved in

  • Outage Report template - provide customers with a report and explanation for any experienced downtime

  • Monthly Uptime Report template - send customers reports on overall downtime experienced on a monthly basis

  • Executive Sponsor Survey Announcement template - have a survey invitation/announcement come from the customer's Executive Sponsor
  


Assets to be published next week:




  • Support Ticket Acknowledgement template

  • Schedule EBRs template

  • Sales-to-Service Handoff playbook

  • Product Risk playbook

  • Special Event playbook

  • Feedback on New Beta Feature survey
You can also view a complete list of Vault assets here.
There's also a new folder structure that aligns with our V3D framework:


Reply