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: Marcus Euzebio

With over 15 years of experience in the technology sector, Marcus Euzebio has cultivated extensive expertise while working with both national and multinational companies. His proven skills in strategic roles, with a focus on client relationships, project management, pre-sales and post-sales support, business development, and technology adoption strategies, highlight his dedication to ensuring client success. For the past five years, Marcus has been leading a Customer Success team at Logicalis, delivering outstanding results. He is widely recognized for his innovative thinking and problem-solving abilities, especially in challenging environments.

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Processes & programs

Contributed by: Christina Garnett

Christina Garnett is a fractional CCO and advisor dedicated to enhancing customer relations for agencies and startups. With a background at HubSpot and ICUC, she has extensive experience in fostering brand affinity through community and social media engagement with global customers.

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Processes & programs