Board Meeting Minutes Template
Read More
First Customer Success Team Meeting Agenda
Get this templateGet to know your new Customer Success team and set expectations about upcoming projects, team processes, and communication channels.
Desktop Experience
In-meeting Experience
Today @ 10:30 - 11 AM
First Customer Success Team Meeting
821
1061
Preview template
First Customer Success Team Meeting Agenda
Seamless collaboration
Time-saving automations
AI suggested talking points
Auto transcription
Summarization by AI
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 this First Customer Success Team Meeting Agenda:
1👋 Getting to know each other
Icebreakers and questions to learn about everyone’s background/hobbies.
2💬 About your manager
A little bit about my experience, values, and preferred methods of communication.
3💻 Customer success tools
Provide an overview of the different software currently used by the Customer Success team and any tools that the new manager wants to implement.
4✅ Progress on customer success goals
What are some objectives and key metrics that the team is currently working towards?
5📌 Initiatives roundtable
Ask each CS team member to share a status update on their current projects to bring the new manager up to speed.
6💭 Expectations
Discuss the CS team’s meeting cadence, values, and channels to exchange feedback.
7❓Questions
What are some questions you’d like to ask me?
