Check-In Meeting Template
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First Customer Success Team Meeting Agenda
Get this templateGet to know your new Customer Success team and set expectations about upcoming projects, team processes, and communication channels.
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Today @ 10:30 - 11 AM
First Customer Success Team Meeting
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First Customer Success Team Meeting Agenda
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What’s inside this First Customer Success Team Meeting Agenda:
1👋 Getting to know each other
Icebreakers and questions to learn about everyone’s background/hobbies.
2💬 About your manager
A little bit about my experience, values, and preferred methods of communication.
3💻 Customer success tools
Provide an overview of the different software currently used by the Customer Success team and any tools that the new manager wants to implement.
4✅ Progress on customer success goals
What are some objectives and key metrics that the team is currently working towards?
5📌 Initiatives roundtable
Ask each CS team member to share a status update on their current projects to bring the new manager up to speed.
6💭 Expectations
Discuss the CS team’s meeting cadence, values, and channels to exchange feedback.
7❓Questions
What are some questions you’d like to ask me?
