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1-on-1 between Customer Success Team Lead and Coordinator Template

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This template is used by Team Leads at Shopify to keep their Customer Success Coordinators on track. Try it out for your team.

1-on-1 Meetings
Desktop Experience
In-meeting Experience
Meetings
Tue, Aug 4
4 Aug
10:30 - 11 AM
1-on-1 between Customer Success Team Lead and Coordinator
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
1-on-1 between Customer Success Team Lead and Coordinator
Today @ 10:30 - 11 AM
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1-on-1 between Customer Success Team Lead and Coordinator
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1-on-1 between Customer Success Team Lead and Coordinator Template
By Fellow.app
Seamless collaboration
Time-saving automations
AI suggested talking points
Auto transcription
Summarization by AI
Use template

  • Pick a template

    Save time with a pre-built template complete with recommended talking points to get you started

  • Customize it

    In Fellow, customize headers, talking points, and more before using it in your next meeting

  • Bring it to life

    Use the template in real-time with your meeting attendees to collaborate on meeting notes

What’s inside this 1-on-1 between Customer Success Team Lead and Coordinator Template:

1 Check-in 🌞

What can you share that is going on in your world?

2 Win / Opportunities 🏆

What are you highs and lows from this week?

3Goal Attainment 🎯

How close are we to attaining our goals on time? What new goals should we set?

4Quality and Assurance Review ⭐

What is going well in your ticket and what can we improve on?

5KPI Review 📝

What is going well in terms of KPIs? Are there any opportunities?

6Summary of Action Items ✔️

What came out of this meeting? What are your next steps?

7Notepad

Anything to write down?

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Fellow.app

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Fellow.app

Fellow is the only AI meeting assistant and note taker built for internal and external meetings. Use Fellow to get the most accurate and secure meeting transcriptions, recordings and summaries.

  • John Gleeson
    John Gleeson
    VP of Customer Success, Motive

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Sabrina Leblanc
    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

  • Liam Martin
    Liam Martin
    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.”

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