1-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.

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Industry
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Meeting Scope
One on one
Department
Customer Success
Meeting type
1-on-1 Meetings
Host Role / Title
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Tone of the meeting

👋 What's top of mind?

Discuss

 some top-of-mind topics.

🏆 Wins

Discuss some wins since the last time we met. No win is too small!

📌 Priorities

Discuss top priorities from now until the next time we meet.

⛔️ Blockers

Discuss challenges, roadblocks or concerns and ways we can work them out.

💡Learning

Provide coaching for those tickets that could have gone better.

2 tickets you’re proud of

2 tickets you’d like coaching on

📣 Feedback

Is there anything we can do to improve work, meetings or the team? Is anything working really well?

✅ Action Items

What came out of this meeting? What are our next steps?

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