🤝 Customer Check-in Template

Customer Success should meet with high-priority accounts to collect feedback and insights about the product to avoid churn and increase satisfaction.

Customer Success Meetings
Sales Meetings

Check-in with your customers with ease and Stay on top of your meeting

The purpose of a customer success meeting is to maintain a positive relationship with the customer, address any concerns or issues they may be facing, and gather feedback to improve the overall customer experience. During the meeting, the customer success team may review the customer's usage of the product, ask about their goals and challenges, and offer suggestions or best practices to help the customer get the most out of the product or service.

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👋 Catch Up

How is everything going since we last chatted?

Start the meeting and create a friendly, conversational atmosphere. It provides an opportunity for the customer success team to ask how everything has been going since the last time they spoke with the customer, and to catch up on any news or updates.

⚡️ Insights

Takeaways from this meeting

Customer success team shares the main takeaways or insights from the meeting. This could include any feedback or concerns that the customer raised, as well as any suggestions or best practices that the customer success team offered to help the customer get the most out of the product or service.

📝 Notepad

Write down your notes for all talking points

Customer success team can take notes on all the talking points covered during the meeting. This helps to ensure that nothing is forgotten and that all action items are captured for follow-up after the meeting.

✅ Next Steps

What came out of this meeting? What are your next steps?

Outline what came out of the meeting and what the next steps are for both the customer and the customer success team. This could include any action items or tasks that need to be completed, as well as any follow-up meetings that need to be scheduled.

Overall, the goal of a customer success meeting is to f