# Research

From proprietary research to how-to guides, find all the resources you need to succeed in Customer Success.

## Guides and Reports

### The Customer Success AI Prompt Book  
We’ve collected prompts from our team and across the web to bring you a complete “prompt cookbook” to help automate some of your work as a CSM.  
  
[Read Now →](https://www.vitally.io/resources/cs-ai-prompt-book)

### The Secret Lives of CSMs  
Vitally surveyed 679 B2B Customer Success Managers to learn how they feel about money, burnout, their bosses and other things that keep CSMs up at night.  
  
[Read Now →](https://www.vitally.io/resources/the-secret-lives-of-csms)

### The State of Knowledge Sharing in Customer Success Organizations  
We surveyed 150+ Customer Success professionals and executives to learn how CS teams are communicating with their clients and collaborating with other departments. Here are seven key takeaways.  
  
[Read Now →](https://www.vitally.io/resources/state-of-knowledge-sharing-in-cs-organizations)

### 6 Rules for Highly Successful Business Reviews  
Here are 6 rules Customer Success Managers can follow to create more impactful, collaborative, and valuable business reviews.  
  
[Read Now →](https://www.vitally.io/resources/6-rules-for-highly-successful-business-reviews)

### A Customer Success Leader’s Guide to CRMs & CSPs  
Not sure which tool is right for your organization? You’re not alone. In this guide we’ll explain the purpose of each tool, which teams they serve, and which platform is best suited for your needs.  
  
[Read Now →](https://www.vitally.io/resources/a-customer-success-leaders-guide-to-crms-plg-crms-and-csps)

### Customer Success Maturity Assessment  
Is your Customer Success team prepared to scale? Understand the different levels of CS maturity, how to benchmark against industry peers, and how CS organizations can level-up.  
  
[Read Now →](https://www.vitally.io/resources/customer-success-maturity-assessment-2022)

### Product-Led Customer Success  
Vitally surveyed 100 technology executives involved in Customer Success at Product-Led Growth companies to gain greater insight on the state of PLG.  
  
[Read Now →](https://www.vitally.io/resources/product-led-customer-success-in-2021)

### State of Customer Success in the C-Suite  
Pulse and Vitally surveyed 100 technology executives involved in Customer Success to find out how technology is changing, top barriers to scaling CS, and the current role of CS in the C-Suite.  
  
[Read Now →](https://www.vitally.io/resources/2021-state-of-customer-success-in-the-c-suite)

### Beyond the Binary: How to Build Health Scores  
In Vitally's guide to enhancing your customer health scoring model, you'll find out about building a health score, weighting health score metrics, and the role health scores play in CS.  
  
[Read Now →](https://www.vitally.io/resources/beyond-the-binary)

## Additional Insights

### Digital Transformation Trends in Customer Success  
Pulse and Vitally surveyed 100 technology executives involved in Customer Success to find out business expectations for digital transformation, top barriers, and top areas for improvement.  
  
[Read Now →](https://www.vitally.io/resources/2022-digital-transformation-trends-in-customer-success)

### How to Build a Customer Health Score by Lifecycle Stage  
Our guide to building best-in-class SaaS customer Health Scores for every stage of the customer lifecycle: onboarding, adoption, maturity, and renewal.  
  
[Read Now →](https://www.vitally.io/resources/guide-to-building-customer-health-scores-by-lifecycle-stage)