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First 1-on-1 Meeting with Customer Success Representative
Get this templateKickoff your first 1-on-1 Meeting with a new CSR with this template to get to know each other, discuss specific projects and welcome them to the team!
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Preview template
What’s inside this First One-on-One Meeting with Customer Success Representative:
1👋 Welcome
Why are you excited to have them on the team? What difference do you see them making?
2👍 Check-in
Check-in and see how the employee is doing in the onboarding process (and being a new member of the team/company).
3🤝 Meeting context
Outline the setting and purpose for your one-on-one meetings. Share what the employee can expect from you and what you expect from them.
4👉 About me
Learn about each other’s preferences, experiences and goals. Your first one-on-one meeting is the perfect opportunity to share your:
- Work preferences
- Past experience
- Career goals
5👈 About you
Learn about each other’s preferences, experiences and goals. Your first one-on-one meeting is the perfect opportunity to learn about their:
- Work preferences
- Past experience
- Career goals
6🎯 Customer success goals and initiatives
Dive into what you will be working on, customer success goals and targets, role expectations, the team, etc.
- Customer Success team overview (team members, projects and initiatives, etc.)
- Your Customer Success tasks (customer segment, etc.)
- Other Customer Success initiatives
- Common customer issues and resolutions
- Customer Success targets and goals breakdown
7❓Questions
Any questions about the customer success team, your role/goals/initiatives, onboarding, etc.