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?