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Customer Success Phone Screening Interview Template

Example phone interview questions for Customer Success leaders.

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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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What’s inside CS Phone Screening Meeting Template:

1 About the role 💬

  • Response time expectations
  • High customer satisfaction
  • Fast-paced environment
  • Surfacing patterns/feature requests
  • Help content (written and video)

2What is [Company]? 🏢

  • Describe your product, customers, etc.

3 About the culture 💛 

  • Meetings
  • Team rituals
  • Values

4 Comfortable with travel quarterly?

  • If remote

5 Salary expectations 💰

  • Salary
  • Benefits
  • Equity?

6 Do you have any questions for me? ❓

7 Comfort with technology & learning tools quickly 💻

8 Other questions

  • Can you tell me a little bit about process for creating your video application?
  • Are there any assets you feel you could bring to the team that yoy haven’t had the chance to share with us yet, or that you want to highlight?
  • Are there any assets you feel you could bring to the team that you haven’t had the chance to share with us yet, or that you want to highlight?

11 Next steps ✅

  • Ticket quiz
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