Weekly Technology Operations Review Template
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1-on-1 Customer Success Meeting Template
Get this templateA template to discuss wins, priorities, and feedback with members of the Customer Success team.
Desktop Experience
In-meeting Experience
Today @ 10:30 - 11 AM
1-on-1 Customer Success Meeting
90
300
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1-on-1 Customer Success Meeting Template
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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 Customer Success Meeting Template:
1 👋 What’s top of mind?
Discuss some top-of-mind topics.
2 🏆 Wins
Discuss some wins since the last time we met. No win is too small!
3 📌 Priorities
Discuss top priorities from now until the next time we meet.
4 ⛔️ Blockers
Discuss challenges, roadblocks or concerns and ways we can work them out.
5 💡Learning
Provide coaching for those tickets that could have gone better.
- 2 tickets you’re proud of
- 2 tickets you’d like coaching on
6 📣 Feedback
Is there anything we can do to improve work, meetings or the team? Is anything working really well?
7 ✅ Action items
What came out of this meeting? What are our next steps?
