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

🚀 Breathe.

✕
Back to Team 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

Monthly Customer Experience Team Meeting Template

Get this template

Make your Customer Experience meetings worthwhile by fostering consistent action and communication that leads to creating better experiences for customers.

Expert-Approved Customer Success Meetings Team Meetings
Desktop Experience
In-meeting Experience
Meetings
Tue, Aug 4
4 Aug
10:30 - 11 AM
Monthly Customer Experience Team Meeting
10:30 - 11 AM
1 - 2 PM
4 Aug
9:30 - 11 AM
2 - 3 PM
Monthly Customer Experience Team Meeting
Today @ 10:30 - 11 AM
 Join video call
 Record with AI
Monthly Customer Experience Team Meeting
AI Recording in progress
223
322
Customize this template  
Template preview

Magnify Preview template

Monthly Customer Experience Team Meeting Template
By Jeannie Walters
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 Monthly Customer Experience Team Meeting Template:

1 👋 Intro and Attendees

Quick intro of who is in the meeting (could include cross-functional teams that may not be familiar with each other).

2 👁 CX Mission and Goals

Overview of CX mission and goals to kick start the meeting.

3 🎙 Storytelling

Ask one team member to start with a customer story, it can be either great or a not-so-great one with including a lesson.

4 💪 Progress on CX Programs and Priorities

Update on the progress of CX programs and CX priorities.

5 🗣 Customer Feedback and Insights

Provide the team with insights on customer feedback, etc.

6 🌟 Innovations and Forecasting

What are we planning for the month ahead? What are we forecasting?

7 ✅ Next Actions and Accountabilities

What are we taking away from the meeting? What are some next steps?

Get this free template
Get this free template
Template preview
Jeannie Walters

Template by

Jeannie Walters

Jeannie Walters is the CEO/Founder of Experience Investigators™ by 360Connext, a global Customer Experience consulting firm. Jeannie is also a Certified Customer Experience Professional (CCXP,) a charter member of the Customer Experience Professionals Association (CXPA,) a Professional Member of the National Speakers Association, a Forbes Coaches Council Member, a C-Suite Network Advisor, a LinkedIn Learning and Lynda.com instructor, and a TEDx speaker.

  • 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