Customer Success Reference Check Meeting Template

What’s inside this Customer Success Reference Check Meeting Template:

1 🔍 Context

Start the call by introducing yourself and thanking the reference for their time. Then, proceed to ask the following questions.

• Tell me about how you and [name] worked together.
• Can you confirm what their title was?

2 🤝 Collaboration and Customer Service

Understand if the candidate possesses teamwork and communication skills.

• How did [name] get along with others in the workplace?
• What are [name]’s customer service skills?
• How were their interactions with customers?

3 🚀 Performance

Ask questions to understand the candidate’s strengths — as well as their areas of improvement.

• What advice do you have for their hiring manager to get the most out of their strength?
• Did [name] have any major accomplishments while working for you?
• If you were to create a role for this person, what responsibilities would you assign this person vs. other members of the team?
• How does [name] respond to feedback?
• What skills would you have liked to see the candidate develop to reach their full potential?

4💬 Final questions

After asking these two questions, end the call on a positive note by thanking the person for their time once again.

• Would you work with [name] again?
• What else should I know about the candidate that I didn’t ask