First 1-on-1 Meeting with Customer Success Representative

What’s inside this First One-on-One Meeting with Customer Success Representative:

1👋 Welcome

Why are you excited to have them on the team? What difference do you see them making?

2👍 Check-in

Check-in and see how the employee is doing in the onboarding process (and being a new member of the team/company).

3🤝 Meeting context

Outline the setting and purpose for your one-on-one meetings. Share what the employee can expect from you and what you expect from them.

4👉 About me

Learn about each other’s preferences, experiences and goals. Your first one-on-one meeting is the perfect opportunity to share your:

• Work preferences
• Past experience
• Career goals

5👈 About you

Learn about each other’s preferences, experiences and goals. Your first one-on-one meeting is the perfect opportunity to learn about their:

• Work preferences
• Past experience
• Career goals

6🎯 Customer success goals and initiatives

Dive into what you will be working on, customer success goals and targets, role expectations, the team, etc.

• Customer Success team overview (team members, projects and initiatives, etc.)
• Your Customer Success tasks (customer segment, etc.)
• Other Customer Success initiatives
• Common customer issues and resolutions
• Customer Success targets and goals breakdown

7❓Questions

Any questions about the customer success team, your role/goals/initiatives, onboarding, etc.