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