Back to Template Gallery

Customer Experience Team Charter Meeting Template

To understand how to run great Customer Experience meetings with your team, first create a team charter that outlines how to work together moving forward.

Template preview

Magnify Preview 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 Customer Experience Team Charter Meeting Template:

1 👁 CX Vision

What is our CX Vision?

2 🎯 CX Goals & Objectives

What are our CX goals and objectives?

3 👤 Roles & Responsibilities

What are our roles and responsibilities?

4 📌 Prioritize

How can we prioritize CX efforts?

5 ✍️ Authority

Who needs to know what we’re doing? Who needs to approve?

6 👏 Team Work

How will this team work together?

Get this free template

Template preview