Back to Template Gallery

1-on-1 Customer Success Meeting Template

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

Template preview

Magnify Preview 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?

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?

Get this free template

Template preview

About the author

Fellow.app

Fellow is the meeting productivity and team management software where teams gather to build collaborative agendas, record decisions, and keep each other accountable.

  • 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.

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

Wait! Before you go!

You might also be interested in these templates