Monthly Customer Experience Team Meeting Template

Make your Customer Experience meetings worthwhile by fostering a consistent cadence of action and communication that leads to creating better experiences for customers.

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Meeting Scope
Team Wide
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Tone of the meeting

πŸ‘‹ Intro and Attendees

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Quick intro of who is in the meeting (could include cross-functional teams that may not be familiar with each other).

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πŸ‘ CX Mission and Goals

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Overview of CX mission and goals to kick start the meeting.

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πŸŽ™ Storytelling

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Ask one team member to start with a customer story, it can be either great or a not-so-great one with including a lesson.

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πŸ’ͺ Progress on CX Programs and Priorities

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Update on the progress of CX programs and CX priorities.

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πŸ—£ Customer Feedback and Insights

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Provide the team with insights on customer feedback, etc.

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🌟 Innovations and Forecasting

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What are we planning for the month ahead? What are we forecasting?

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βœ… Next Actions and Accountabilities

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What are we taking away from the meeting? What are some next steps?

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