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Customer Success 1:1 Meeting Template

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

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    Save time with a pre-built template complete with recommended talking points to get you started

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    In Fellow, customize headers, talking points, and more before using it in your next meeting

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    Use the template in real-time with your meeting attendees to collaborate on meeting notes

What’s inside Customer Success 1:1 Meeting Template:

1 What’s top of mind?

Things we should talk about.

2 Wins

What are your wins since the last time we met? No win is too small?

3 Priorities

Top things we’re focusing on, from now until the next time we meet.

4 Blockers

Challenges, roadblocks, concerns – and ways we can work them out.

5 Feedback 

Is there anything we can do to improve work, meetings or the team? Is anything working really well?

  • 2 tickets you’re proud of
  • 2 tickets you’d like coaching on

6 Action items

What came out of this meeting? What are our next steps?

7 Notepad

Anything else to write down?

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