1-on-1 Customer Success Team Lead and Coordinator Meeting Template

This template is used by Team Leads at Shopify to keep their Customer Success Coordinators on track. Try it out for your team.

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

Check-in 🌞

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What can you share that is going on in your world?

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Win / Opportunities πŸ†

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What are your highs and lows from this week?

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Goal Attainment 🎯

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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 ⭐

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What is going well in your ticket and what can we improve on?

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KPI Review πŸ“

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What is going well in terms of KPIs? Are there any opportunities?

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Summary of Action Items βœ”οΈ

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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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