Customer Experience Team Charter Meeting Template

To understand how to run great Customer Experience meetings with your team, first create a team charter that outlines how we will work together moving forward.

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Tone of the meeting

πŸ‘ CX Vision

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What is our CX Vision?

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🎯 CX Goals & Objectives

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What are our CX goals and objectives?

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πŸ‘€ Roles & Responsibilities

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What are our roles and responsibilities?

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πŸ“Œ Prioritize

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How can we prioritize CX efforts?

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✍️ Authority

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Who needs to know what we’re doing? Who needs to approve?

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πŸ‘ Team Work

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How will this team work together?

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