Back to Template Gallery

Customer Success Phone Screening Interview Template

Example phone interview questions for Customer Success leaders.

Template preview

Magnify Preview template

  • 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 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
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