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1-on-1 Customer Success Meeting Template

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

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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?

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About the author

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
    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
    Head of Customer Success, KeepTruckin

    “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
    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
    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.

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