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.
Discuss the CS team’s meeting cadence, values, and channels to exchange feedback.
What are some questions you'd like to ask me?
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