Back to Template Gallery

Weekly Customer Success Team Meeting Template

Facilitate conversations about customers issues, the health of current accounts, and current priorities for the Customer Success team.

Template preview

Magnify Preview template

  • 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 Weekly Customer Success Team Meeting Template:

1 Agenda 

2Progress Towards Goals 

3 Blockers

4 Recurring Customer Problems

5 Health of Current Accounts

6 Current Projects and Initiatives

Get this template

Template preview