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

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

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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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