Log in Try for free
Create a new workspace Log in to another workspace

🚀 Breathe.

✕
Back to Customer Success Meetings
Business MeetingsClient MeetingsPerformance Review MeetingsStaff MeetingsStand-Up MeetingsStrategic MeetingsWeekly Team Meetings1-on-1 MeetingsAgency MeetingsExpert-ApprovedAgile MeetingsBoard MeetingsCustomer Success MeetingsDesign MeetingsEngineering MeetingsExecutive MeetingsFinance MeetingsGovernment MeetingsHospital Staff MeetingsHR MeetingsLegal MeetingsLobbying MeetingsMarketing MeetingsPlanning MeetingsProduct MeetingsProject MeetingsRemote MeetingsRetrospective MeetingsSales MeetingsTeam Meetings

Head of Customer Success Interview Template

Get this template

Customer Success is crucial to building long-lasting relationships and avoiding churn. Use this template to inquire about your candidate's leadership style.

Expert-Approved Customer Success Meetings
Desktop Experience
In-meeting Experience
Meetings
Tue, Aug 4
4 Aug
10:30 - 11 AM
Head of Customer Success Interview
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
Head of Customer Success Interview
Today @ 10:30 - 11 AM
 Join video call
 Record with AI
Head of Customer Success Interview
AI Recording in progress
1224
1321
Customize this template  
Template preview

Magnify Preview template

Head of Customer Success Interview Template
By Jason Lemkin
Seamless collaboration
Time-saving automations
AI suggested talking points
Auto transcription
Summarization by AI
Use 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 this Head of Customer Success Interview Template:

1 🚀 Goals and KPIs

What are the most important goals / KPIs for Customer Success at a company of our size and stage?

2 🤝 Collaboration

How do you think Customer Success should work with the Sales and Product teams?

3 😃 Customers

How often should we Zoom, visit, and check-in, with which customers? When you meet with customers, what sort of agenda do you like to use? Tell me about the top 3 customers you lost.

4 👥 Team

If we are on a tight budget, how should we staff the CS team?

5 💻 Product

How well do you tend to get to know the product’s ins and outs?

Get this free template
Get this free template
Template preview
Jason Lemkin

Template by

Jason Lemkin

  • John Gleeson
    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
    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
    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.”

Run delightful meetings with Fellow
See why leaders in 100+ countries are using it today.
Try for free Request a demo
Already using Fellow? Log in
You might also be interested in these templates
You might also be interested in these articles