Get to know your new Customer Success team and set expectations about upcoming projects, team processes, and communication channels.
👋 Getting to know each other
Icebreakers and questions to learn about everyone's background/hobbies.
💬 About your manager
A little bit about my experience, values, and preferred methods of communication.
💻 Customer success tools
Provide an overview of the different software currently used by the Customer Success team and any tools that the new manager wants to implement.
✅ Progress on customer success goals
What are some objectives and key metrics that the team is currently working towards?
📌 Initiatives roundtable
Ask each CS team member to share a status update on their current projects to bring the new manager up to speed.
💭 Expectations
Discuss the CS team’s meeting cadence, values, and channels to exchange feedback.
❓Questions
What are some questions you'd like to ask me?
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