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.

Back Arrow
Go Back
No items found.
Meeting Scope
One on one
Customer Success
Meeting type
1-on-1 Meetings
Host Role / Title
No items found.
Tone of the meeting

👋 What's top of mind?


 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.


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?

Get started Today

Dive into your best meetings today!

Purpler Dot That Reflects Being Live

Free forever plan

Purpler Dot That Reflects Being Live

No credit card required

Purpler Dot That Reflects Being Live

Cancel anytime