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Monthly Customer Experience Team Meeting Template

Make your Customer Experience meetings worthwhile by fostering consistent action and communication that leads to creating better experiences for customers.

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What’s inside this Monthly Customer Experience Team Meeting Template:

1 👋 Intro and Attendees

Quick intro of who is in the meeting (could include cross-functional teams that may not be familiar with each other).

2 👁 CX Mission and Goals

Overview of CX mission and goals to kick start the meeting.

3 🎙 Storytelling

Ask one team member to start with a customer story, it can be either great or a not-so-great one with including a lesson.

4 💪 Progress on CX Programs and Priorities

Update on the progress of CX programs and CX priorities.

5 🗣 Customer Feedback and Insights

Provide the team with insights on customer feedback, etc.

6 🌟 Innovations and Forecasting

What are we planning for the month ahead? What are we forecasting?

7 ✅ Next Actions and Accountabilities

What are we taking away from the meeting? What are some next steps?

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About the author

Jeannie Walters

Jeannie Walters is the CEO/Founder of Experience Investigators™ by 360Connext, a global Customer Experience consulting firm. Jeannie is also a Certified Customer Experience Professional (CCXP,) a charter member of the Customer Experience Professionals Association (CXPA,) a Professional Member of the National Speakers Association, a Forbes Coaches Council Member, a C-Suite Network Advisor, a LinkedIn Learning and Lynda.com instructor, and a TEDx speaker.

  • Brittany Forsyth
    Former Chief Talent Officer, Shopify

    Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

  • John Gleeson
    Head of Customer Success, KeepTruckin

    “I've never seen an app spread so quickly. Within a few weeks, there were hundreds of people using Fellow to follow up on the action items that inevitably come out of every meeting. It's been a game-changer for our team.”

  • Sabrina Leblanc
    Director of Sales, SurveyMonkey

    “Fellow has increased my productivity and has resulted in more collaborative 1:1s & team meetings. My team loves capturing their own agenda items. Getting prompted to add talking points is super handy when jumping from one meeting to the next.”

  • Liam Martin
    Co-founder, Time Doctor

    “Fellow has completely changed the way we manage meetings at Time Doctor. With 100+ people in 32 different countries, Fellow was one of the tools that took our remote meetings from confusion to clarity.

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