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Customer Success Phone Screening Interview Template

Example phone interview questions for Customer Success leaders.

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

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    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.”

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    Head of Customer Success, KeepTruckin

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  • 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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