Interview Debrief Meeting Template
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Customer Success Phone Screening Interview Template
Get this templateWhen hiring a new member of your Customer Success team, use this template and example questions as a guide during phone screening.
Desktop Experience
In-meeting Experience
Today @ 10:30 - 11 AM
Customer Success Phone Screening Interview
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Customer Success Phone Screening Interview Template
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What’s inside CS Phone Screening Meeting Template:
1💬 Role
Discuss some background about the Customer Success role they are applying for.
- Response time expectations
- High customer satisfaction
- Fast-paced environment
- Surfacing patterns/feature requests
- Help content (written and video)
2🏢 Company
Discuss some background on the company.
- Describe your product, customers, etc.
3🤝 Culture
Discuss some background on the company culture.
- Meetings
- Team rituals
- Values
- Quarterly in person events (if remote)
4💰 Salary expectations
Discuss salary expectations with the candidate.
- Salary
- Benefits
- Equity?
5💻 Tech tools
Ask the candidate about comfortability with technology and the ability to learn new tools quickly.
6🗣 Customer experience background
Ask the candidate about their customer experience background. Tell me about a time you went out of your way to help or advocated for a customer?
7✏️ Application process
Can you tell me a little bit about the process for creating your application?
8❓Anything else
Ask the candidate what they think they would bring to the team that hasn’t been highlighted yet.
9✅ Next steps
Discuss the next steps with the candidate. This might include a ticket quiz, the anticipated timeline, etc.
