Customer relationships are the foundation of customer success, and for many CS professionals, meetings are the best way to build trusting relationships with customers.
But while meetings may be the best way to get facetime (virtual or otherwise), each customer session needs to be run effectively. Customers want to know that you value their time, and there’s no better way to do that than to set a clear agenda for every meeting.
This is our library of agenda templates for all of the most common meetings that customer success professionals attend, from discovery calls all the way to helping customers thrive in your product. The agenda templates below are pulled from our library of 80+ meeting agendas which you may find helpful for your other meetings as well. 👇
How can you best put these customer meeting agenda templates to use?
First, find a template that most closely matches the types of meetings you're having with customers. Click the button to Download the template as a Word doc, copy it as a Google doc, or add it to your free Hugo account.
Once you have your customer meeting agenda template in hand, customize it to your own process. What kinds of customers are YOUR customers? What types of questions, updates, or documents are commonly used during your customer meetings.
The best thing you can do to get value from these customer success meeting templates is to share your agenda with your customer before every meeting. Sharing an agenda sends a signal that you're prepared to meeting with the customer and value their time. It also gives them an opportunity to think about the big topics in the meeting and show up better prepared.
Many professionals even like to offer for the customer to add additional information to the template. What else should be discussed? What questions can be answered? Once your customer is involved in preparing for the meeting, they'll show up more enthusiastic because they've bought in and invested in the outcome.