Hypercontext Logo

Customer Success and Customer Support Sync Template

A bi-weekly sync for CS and Support teams.

Get started with this template (Free!)
Customer Success and Customer Support Sync Template
Use this template (Free!)

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?

expand_morechevron_right

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?

expand_morechevron_right

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?

expand_morechevron_right

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?

Usage Stats & Categories

visibility Views
904
cloud_download Used
169
Customer Success and Customer Support Sync Template
Get the template (Free!)

Similar templates

Sales and Support Team Sync Template
Hypercontext

Sales and Support Team Sync

Keep customer-facing teams aligned and customer experiences positive with this monthly sync.

View
visibility 386 cloud_download 51
Sales and Marketing Meeting Template
Hypercontext

Sales and Marketing Meeting

Align your sales and marketing teams with this agenda template.

View
visibility 3,374 cloud_download 379
Heather Foeh's Team Meeting Template
Heather Foeh, VP Customer Experience - PathFactory

Heather Foeh's Team Meeting

Heather Foeh, Customer Success Leader

View
visibility 338 cloud_download 72
Hypercontext Customer Success Team Meeting Template
Hypercontext

Hypercontext Customer Success Team Meeting

The real team meeting agenda from Hypercontext's customer success team.

View
visibility 842 cloud_download 71
45 Minute Team Meeting Template
Hypercontext

45 Minute Team Meeting

This 45-minute meeting agenda suits almost any team.

View
visibility 12,253 cloud_download 4,166
Sales Team Meeting Template
Hypercontext

Sales Team Meeting

This agenda offers a holistic view of your sales team.

View
visibility 5,548 cloud_download 2,191
View all templates