External meetings

Customer check-in meeting template

A customer check-in meeting agenda for account managers to keep projects and milestones on track.

Template author

Hubspot [Source]

About this template

Keeping customers happy is the key to retention and lifetime value. While every business and customer is different, this agenda helps you provide ongoing value to those customers and accounts that matter most.

Working on a long-term project together? Helping them improve efficiencies in their company? Training them to make the most of your software? Keep the customer in the loop and create action items together to move the relationship — and the key results! — forward.

Customer Check-In Meeting Agenda 

Welcome + Goal
Project Status 
  • Updates - Summarize 1-5 updates here with 1-3 bullet points each

  • Timeline - Include high-level deadlines/milestones (if applicable) 

Training or Product Updates 
  • Add any notes about training or product updates

Action Items 
  • Include the name of the person responsible, the task, and the due date. 

Summarize & Commit
  • Call back to the goal of the meeting to show how together you have achieved the goal.

Source: Hubspot

When to use this template

Use this template for regular check-ins with a customer, whether that’s quarterly, bi-monthly, or semi-annually. While this template specifies a “project status,” it could apply more generally to progress in onboarding, training, or product usage; for example, you may have milestones set up for getting the client’s systems fully integrated with your software.

Send the agenda ahead of the meeting so the customer knows what to expect and can add questions or discussion items. Then send a recap of the meeting after it happens to close the loop.

Run better meetings with Vowel

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Prepare

Create an agenda (or use a template!) so everyone is on the same page before the meeting.

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Meet

Vowel has one-click recording and transcription, so you can stay focused on the discussion.

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Act

End every meeting with shared notes, links, and action items — all in a post-meeting recap.


Related agendas

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Freelancer Onboarding/Kick-Off Meeting Agenda

1. Introductions Introduce relevant team members to the freelancer so they understand their role in the company. Ask the freelancer to give a quick intro to build trust.

2. Goals Review the goals of hiring the freelancer and what KPIs they’ll be meeting or helping your team meet. 

  • Goal 1 

  • Goal 2 

  • Goal 3 

3. Tools overview Help the freelancer get set up on the tools they need, providing logins or email invites before the meeting if possible.

  • Tool 1

  • Tool 2 

  • Tool 3

4. Processes overview Walk the freelancer through the processes that they’ll be a part of to give them context on their role and their deliverables.

5. Communication Cover the best ways for the freelancer to communicate with you and the team if they have questions or need information — e.g. Slack, email, weekly calls? — and share key contacts. 

  • Project updates:

  • Questions:

  • Deliverables:

6. Questions + next steps

 

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Coaching Session 1-1 Agenda

1. Establish Coaching Agreement

  • What is the issue/goal you’d like to focus on today? 

  • What is important about this for you?

2. Set the Goal or Outcome for the Session

  • How will you know you achieved what you want to accomplish today? 

  • What will that look like or feel like? (subjective or objective) 

  • Where are you now regarding what you wanted to achieve today?

3. Coach the Client (Exploration)

  • What is the BEST solution for you in this situation?

  • What changes or differences might you or others notice?

4. Identify and Commit to Action

  • What might get in the way of accomplishing this? 

  • How will you support your commitment to this action?

5. Record Key Outcomes 

  • What are your take-aways from this session? 

  • What new awareness or learning happened today? 

  • How will this support you going forward?

6. Set Accountability 

  • How will you hold yourself accountable to the goal(s) you set today? 

  • How can I partner with you to enhance your accountability? 

Source: International Coaching Academy

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Help someone define their goals and work through blockers with this focused list of coaching questions.