Customer Success Reference Check Meeting Template

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To acquire a better understanding of the candidate's skills, knowledge, and talents, use this template to confirm facts on the candidate's resume.

Desktop Experience
In-meeting Experience
Tue, Aug 4
4 Aug
10:30 - 11 AM
Customer Success Reference Check Meeting
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
Customer Success Reference Check Meeting
Today @ 10:30 - 11 AM
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Customer Success Reference Check Meeting
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Customer Success Reference Check Meeting Template
By Sarah Collins
Seamless collaboration
Time-saving automations
AI suggested talking points
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Summarization by AI
  • Pick a template

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

  • Customize it

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

  • Bring it to life

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

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
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Sarah Collins

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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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