When hiring a new member of your Customer Success team, use this template and example questions as a guide during phone screening. Curated by Sarah Collins, Head of Customer Success at Fellow.
💬 Role
Discuss some background about the Customer Success role they are applying for.
🏢 Company
Discuss some background on the company.
🤝 Culture
Discuss some background on the company culture.
💰 Salary expectations
Discuss salary expectations with the candidate.
💻 Tech tools
Ask the candidate about comfortability with technology and the ability to learn new tools quickly.
🗣 Customer experience background
Ask the candidate about their customer experience background. Tell me about a time you went out of your way to help or advocated for a customer?
✏️ Application process
Can you tell me a little bit about the process for creating your application?
❓Anything else
Ask the candidate what they think they would bring to the team that hasn’t been highlighted yet.
✅ Next steps
Discuss the next steps with the candidate.
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