Customer SuccessThat Scales WithYour Growth
From guided onboarding to mission-critical growth infrastructure, VastAdvisor Customer Success is built to match the complexity, speed, and compliance needs of your firm.
More Than Support, A Growth Partnership
Most software platforms treat support as a cost center. VastAdvisor treats Customer Success as an essential part of growth execution.
Our model scales with the role growth plays in your business.
At the entry level, we help firms get launched quickly and confidently with AI-guided onboarding and structured resources. As complexity increases, support expands into proactive guidance, strategic optimization, compliance-aware coordination, and dedicated technical engagement.
Because VastAdvisor is not just a marketing tool. It is governed growth infrastructure.
How Support Scales
Tier
01
Starter
Launch & Learn
Designed for firms proving out their growth motion. Self-guided onboarding, on-demand resources, and reactive support help you get live quickly and build confidence using the platform.
Tier
02
Core
Consistency & Reliability
Built for firms moving from experimentation to repeatability. Priority support and structured onboarding help ensure campaigns run smoothly and issues are resolved before momentum is lost.
Tier
03
Pro
Coordination & Performance
For firms managing growth across multiple advisors or campaigns. A dedicated Customer Success lead helps coordinate campaigns, optimize performance, and align growth efforts across the firm.
Tier
04
Elite
Infrastructure & Assurance
For enterprises where growth is mission-critical. Dedicated Customer Success and technical support, proactive monitoring, and rapid response ensure your growth engine performs with speed, visibility, and confidence.
Onboarding Experience
Onboarding That Matches Your Team and Your Tier
Every VastAdvisor subscription includes onboarding, but the depth of guidance depends on the level of strategic and operational support your firm requires
Meet Your Customer Success Team
Phil Gale
COO | Head of Customer Success
Zachary Karnell
Customer Success Director
SLA / Service Commitment Summary
Service Levels Designed Around Business Impact
VastAdvisor support is tiered by severity, responsiveness, and availability so your firm receives the right level of service for the role growth plays in your business.
You do not need to dump the full matrix here unless you enjoy making landing pages look like legal exhibits.