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: Mariah Urueta

Mariah boasts 4+ years of B2B SaaS expertise and 3+ years in Program Management from the non-profit sector. As Gong's 3rd Scale CSM, she expertly combined empathy and data to create a self-serve experience for the scale segment, achieving 2-3 times faster time-to-value for customers while managing 160+ accounts. Continuing her journey as Product Manager at LeanData, she excelled as an Associate Product Manager, leading the launch of multiple roadmap level features and integration enhancements.

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Processes & programs

Contributed by: Haig Kingston

Haig Kingston is an experienced Customer Success Professional and Leader with over 10+ years of experience within the Saas and Services space, working with a wide range of customer profiles and leading on CS scale ups within organizations both, domestically and globally. CS is his passion and works to help support others across the industry through various thought leadership groups.

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Processes & programs