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.
👋 What's top of mind?
some top-of-mind topics.
Discuss some wins since the last time we met. No win is too small!
Discuss top priorities from now until the next time we meet.
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
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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