Back to Template Gallery

Monthly Customer Experience Team Meeting Template

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

Template preview

Magnify Preview 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

Template preview

About the author

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 instructor, and a TEDx speaker.

  • Brittany Forsyth
    Former Chief Talent Officer, Shopify

    Fellow has been a game changer for us. I love how lightweight and easy it is to use. It intuitively builds into my day-to-day rhythm, and the natural flow of Shopify, making it so much simpler to have valuable conversations.”

  • 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
    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
    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

Wait! Before you go!

You might also be interested in these templates

You might also be interested in these posts