First Customer Success Team Meeting

Get to know your new Customer Success team and set expectations about upcoming projects, team processes, and communication channels.

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Team Wide
Customer Success
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Tone of the meeting

👋 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.


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