What questions should you ask during your one-on-ones with your cross-functional teams during your first month at the company?

As with any time you join a new company, listen, listen, listen, and THEN ask, ask, ask! I highly suggest driving those 1:1s if they aren’t already scheduled for you, and then spend time understanding the internal processes (and why they were built the way they are). I would stay away from “well, in my former company we did xxx and xxx and it worked great” – instead ask “do you know why this is done this way?”. Get all the info on interactions with clients that you can as well – your internal fo ...Read More

As a customer success professional and leader, you should ask the following questions during your one-on-ones with your cross-functional teams during your first month at the company: What are the goals and objectives of your team, and how do they align with the overall company goals? What are the biggest challenges your team is facing, and how can we work together to address them? How do you measure success for your team, and what metrics are you tracking? How do you currently communicate with c ...Read More

As a new CS Leader in a new company here are some thoughts on how I would use 1:1s with cross‑functional leaders in the first few months - (1) listen and learn, (2) align on what “success” means, and (3) identify a few quick, joint wins. I would have a common core set of questions for everyone, then tailor a few to each function. Questions I ask everyone 1. Context & priorities    - “From your perspective, what are the top 3 priorities for the business this year?”    - “How does your team de ...Read More

Here's what I would ask: What are your top three priorities this quarter, and where do you see our team potentially helping or hindering those goals? Is there a specific hand-off point between our teams that does not work well or could be improved? Who are the top performers in your team making an outsized impact that I should get to know? If we could get you more resource and budget, what would you do with it? If we could fix one friction point in the customer journey tomorrow, which one would ...Read More