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.