What’s inside this 1-on-1 Customer Success Meeting Template:
1 What’s top of mind?
Things we should talk about.
What are your wins since the last time we met? No win is too small?
Top things we’re focusing on, from now until the next time we meet.
Challenges, roadblocks, concerns – and ways we can work them out.
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?
Anything else to write down?