Customer Success
1-on-1 Customer Success Team Lead and Coordinator Meeting Template
This template is used by Team Leads at Shopify to keep their Customer Success Coordinators on track. Try it out for your team.
View templateCustomer Success Manager Interview
CSM's play an important role in building client relationships. Use this template to gain insights into the candidate's background to hire the perfect fit!
View templateCustomer Success Specialist Interview
Customer Success Specialists play an essential role in customer retention and community building. Use this template to hire a great candidate for the role!
View templateFirst Customer Success Team Meeting
Get to know your new Customer Success team and set expectations about upcoming projects, team processes, and communication channels.
View templateCustomer Success Reference Check
Acquire a better understanding of the candidate's skills, knowledge, and talents with this reference check template curated by Sarah Collins, Head of Customer Success at Fellow.
View templateCustomer Success Phone Screening
When hiring a new member of your Customer Success team, use this template and example questions as a guide during phone screening. Curated by Sarah Collins, Head of Customer Success at Fellow.
View templateWeekly Customer Success Team Meeting Template
Facilitate conversations about customer issues, the health of current accounts, and current priorities for the Customer Success team.
View template1-on-1 Customer Success Meeting
A template to discuss wins, priorities, and feedback with members of the Customer Success team. Curated by Sarah Collins, Head of Customer Success at Fellow.
View templateHead of Customer Success Interview
Customer Success is crucial to building long-lasting relationships and avoiding churn. Use this template to inquire about your candidate's leadership style.
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