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Customer Success and Customer Support Sync Template

A bi-weekly sync for CS and Support teams.

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Customer Success and Customer Support Sync Template

About this template

CS and Support and the most customer-facing teams in any organization. It's critical that these teams don't work in silos, but rather are in complete sync with one another. This bi-weekly sync will ensure they do just that.

Updated Feb 9, 2022

Customer Success and Customer Support Sync FAQs

How long should a customer success and customer support sync be?

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You should initially set your customer success and customer support syncs for 30 with your team. If you prepare and share an agenda in advance you're likely to get through more faster.

How often should you have customer success and customer support syncs?

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Most customer success and customer support syncs tend to occur bi-weekly. As you go through a few iterations of them you may need to increase or decrease the frequency.

What should you discuss during a customer success and customer support sync?

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7 great things to discuss in your Customer Success and Customer Support Sync:

  • Icebreaker
  • Major news and updates from Customer Success
  • Major news and updates from Customer Support
  • Key dates to keep in mind
  • Feedback exchange: Share one piece of feedback for each team
  • Any roadblocks that we need to address?
  • Who deserves a shoutout?

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