This template is used by Team Leads at Shopify to keep their Customer Success Coordinators on track. Try it out for your team.
What can you share that is going on in your world?
Win / Opportunities 🏆
What are your highs and lows from this week?
Goal Attainment 🎯
How close are we to attaining our goals on time? What new goals should we set?
Quality and Assurance Review ⭐
What is going well in your ticket and what can we improve on?
KPI Review 📝
What is going well in terms of KPIs? Are there any opportunities?
Summary of Action Items ✔️
What came out of this meeting? What are your next steps?
Anything to write down?
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