Weekly 1-to-1 template for CSMs

What is a weekly 1-to-1 template for CSMs?

A weekly 1-to-1 template for CSMs is a structured framework designed to make one-on-one meetings between CS leaders and CSMs more productive and goal-oriented.

Regular 1:1 meetings are essential for tracking progress, identifying challenges, and ensuring CSMs have the support they need. This template provides a structured agenda to keep conversations focused and actionable, making these meetings a valuable tool for continuous improvement.

What’s inside the template?

The weekly 1-to-1 template for CSMs includes key discussion points to guide productive conversations:

1. Recap of last week’s meeting
2. Challenges and blockers
3. Pipeline review
4. Closed deal review
5. Stats and figures
6. Action items for next week

How to use the template

1. Follow the meeting agenda – Use the structured sections to guide discussions and ensure all key points are covered.
2. Track progress week-to-week – Review action items from previous meetings to maintain accountability.
3. Identify and solve challenges – Use the discussion prompts to uncover blockers and create solutions.
4. Align goals with performance metrics – Regularly assess stats and figures to keep performance on track.
5. Set clear action items – Define next steps and measurable goals to drive continuous improvement.

Download your weekly 1-to-1 template for CSMs

A CSM’s weekly 1 to 1 template

A CSM’s weekly 1 to 1 template Regular one-to-one (1:1) meetings between CS leaders (either VPs, Directors of Heads of Customer Success) and Customer Success Managers are invaluable. You can’t possibly function without them. Unfortunately, they can often be unstructured. Having a structure in p…

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