Customer Success Phone Screening

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.

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Meeting Scope
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Customer Success
Meeting type
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Host Role / Title
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Tone of the meeting

💬 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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