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1-on-1 between Customer Success Team Lead and Coordinator Template

This template is used by Team Leads at Shopify to keep their Customer Success Coordinators on track. Try it out for your team.

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What’s inside this 1-on-1 between Customer Success Team Lead and Coordinator Template:

1 Check-in 🌞

What can you share that is going on in your world?

2 Win / Opportunities 🏆

What are you highs and lows from this week?

3Goal Attainment 🎯

How close are we to attaining our goals on time? What new goals should we set?

4Quality and Assurance Review ⭐

What is going well in your ticket and what can we improve on?

5KPI Review 📝

What is going well in terms of KPIs? Are there any opportunities?

6Summary of Action Items ✔️

What came out of this meeting? What are your next steps?


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About the author

Georges-Antoine Assi

  • 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
    VP of Customer Success, Motive

    “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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