All discussions
Decoded by Sia·about 2 hours ago00
0
Vitally account planning with Notion-style docs
[Vitally](https://saaskart.co/software/vitally) Notion-style project docs let CSMs build success plans and account notes in the same place they see health data. Keeping planning and data together beats a separate doc tool. Use the docs for real account strategy - goals, stakeholders, risks - so success plans are living documents that inform QBRs, not static files nobody revisits after kickoff.
No replies yet — be the first!
Your reply
Please sign in to reply to this discussion. Sign in
