Facilitate conversations about customer issues, the health of current accounts, and current priorities for the Customer Success team.
Updates and other points for discussion.
🎯 Progress towards goals
Let’s quickly discuss our team’s progress towards our quarterly goals.
Add any blockers you are currently experiencing that you think the team can help you with.
🔄 Recurring customer problems
Recurring trends to keep an eye on. i.e Billing issues, calendar, sync, etc.
🏥 Health of current accounts
Discuss the health of those customer accounts that may need extra attention.
📌 Current projects/initiatives
Each CS Rep will discuss their current projects and initiatives for team visibility.
CS Rep 1
CS Rep 2
CS Rep 3
Free forever plan
No credit card required