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Customer Success Phone Screening Interview Template

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When hiring a new member of your Customer Success team, use this template and example questions as a guide during phone screening.

Desktop Experience
In-meeting Experience
Tue, Aug 4
4 Aug
10:30 - 11 AM
Customer Success Phone Screening Interview
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
Customer Success Phone Screening Interview
Today @ 10:30 - 11 AM
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Customer Success Phone Screening Interview
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Customer Success Phone Screening Interview Template
By Sarah Collins
Seamless collaboration
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AI suggested talking points
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Summarization by AI
  • meeting template

    Pick a template

    Save time with a pre-built template complete with recommended talking points to get you started

  • meeting template

    Customize it

    In Fellow, customize headers, talking points, and more before using it in your next meeting

  • meeting template

    Bring it to life

    Use the template in real-time with your meeting attendees to collaborate on meeting notes

What’s inside CS Phone Screening Meeting Template:

1💬 Role

Discuss some background about the Customer Success role they are applying for.

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

2🏢 Company

Discuss some background on the company.

  • Describe your product, customers, etc.

3🤝 Culture  

Discuss some background on the company culture.

  • Meetings
  • Team rituals
  • Values
  • Quarterly in person events (if remote)

4💰 Salary expectations

Discuss salary expectations with the candidate.

  • Salary
  • Benefits
  • Equity?

5💻 Tech tools

Ask the candidate about comfortability with technology and the ability to learn new tools quickly.

6🗣 Customer experience background

Ask the candidate about their customer experience background. Tell me about a time you went out of your way to help or advocated for a customer?

7✏️ Application process

Can you tell me a little bit about the process for creating your application?

8❓Anything else

Ask the candidate what they think they would bring to the team that hasn’t been highlighted yet.

9✅ Next steps

Discuss the next steps with the candidate. This might include a ticket quiz, the anticipated timeline, etc.

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Sarah Collins

Template by

Sarah Collins

Sarah is the Manager of Customer Success at, 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.

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    “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.”

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  • Liam Martin
    Liam Martin
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    “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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