New Manager Initial 1:1 Discovery

Gain a comprehensive understanding of your new team members' goals, motivations, strengths, opportunities, communication styles, and expectations using this list of questions. By asking targeted questions, you can delve into their individual aspirations, values, and skills, enabling you to align their goals with the team's objectives. This list of questions provides a structured approach to gather valuable insights about your new team members and establish a solid foundation for effective collaboration. Understand their communication preferences, preferred working styles, and areas for growth to facilitate open and transparent communication. By setting clear expectations from the start, you can foster a supportive and productive work environment, ensuring that your team members thrive and contribute to the overall success of the team.

Contributed by:
Julie Fox

Internal meetings

Julie Fox Senior Manager of Customer Success at FloQast, the leading provider of accounting workflow automation software built by accountants for accountants. Previously Julie was Manager of CS at Greenlight Guru and prior to her experience in tech, Julie held many leadership roles ranging from VP of Services and Director of Operations.

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New Manager Initial 1:1 Discovery

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Contributed by: Donna Weber & Noa Danon

Donna Weber and Noa Danon provide valuable insights for successfully implementing a hybrid Customer Success strategy in 2024. If you're in the midst of launching a digital program, these tips will ensure you start on the right track.

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Contributed by: Shachar Avrahami

Shachar is the VP Product & Strategy at EverAfter. Shachar's elaborate background in product management & revenue operations spans from his work as Verbit's Director of Revenue Operations, to Head of Success Operations at Feedvisor.

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