Log in Try for free
Create a new workspace Log in to another workspace
Back to Customer Success Meetings
Business MeetingsClient MeetingsMeeting Minutes TemplatesOperations MeetingsPerformance Review MeetingsStaff MeetingsStand-Up MeetingsStrategic MeetingsWeekly Team Meetings1-on-1 MeetingsAgency MeetingsExpert-ApprovedAgile MeetingsBoard MeetingsCustomer Success MeetingsDesign MeetingsEngineering MeetingsExecutive MeetingsFinance MeetingsGovernment MeetingsHospital Staff MeetingsHR MeetingsLegal MeetingsLobbying MeetingsMarketing MeetingsPlanning MeetingsProduct MeetingsProject MeetingsRemote MeetingsRetrospective MeetingsSales MeetingsTeam Meetings

1-on-1 Customer Success Meeting Template

Get this template

A template to discuss wins, priorities, and feedback with members of the Customer Success team.

1-on-1 Meetings Expert-Approved Customer Success Meetings
Desktop Experience
In-meeting Experience
Meetings
Tue, Aug 4
4 Aug
10:30 - 11 AM
1-on-1 Customer Success Meeting
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
1-on-1 Customer Success Meeting
Today @ 10:30 - 11 AM
 Join video call
 Record with AI
1-on-1 Customer Success Meeting
AI Recording in progress
90
300
Customize this template  
Template preview

Magnify Preview template

1-on-1 Customer Success Meeting Template
By Sarah Collins
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 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?

Get this free template
Get this free template
Template preview
Sarah Collins

Template by

Sarah Collins

Sarah is the Manager of Customer Success at Fellow.app, where she helps customers hit their goals through training, education and technical support. In their spare time, Sarah enjoys reading, hosting friends and family, and spending time with her fur children, Paul and Calvin.

  • Brittany Forsyth
    Brittany Forsyth
    Former Chief Talent Officer, Shopify

    “Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

  • 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.”

Run delightful meetings with Fellow
See why leaders in 100+ countries are using it today.
Try for free Request a demo
Already using Fellow? Log in
You might also be interested in these templates
You might also be interested in these articles