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?
Anything to write down?