1:1 Direct Report Meeting

The Ultimate 1:1 Template for Customer Success Leaders

Your most important meeting isn’t with a customer — it’s with your team.

This people-first 1:1 meeting template is designed for Customer Success leaders who want to build trust, drive performance, and invest in the growth of their direct reports.

With a balance of structure and flexibility, this template creates space for meaningful conversations, real-time feedback, and consistent alignment — all while putting people before projects.

Whether you're meeting weekly or bi-weekly, this template helps you stay organized, intentional, and present. It encourages shared ownership by giving both the manager and direct report a place to contribute, prepare, and reflect.

With built-in sentiment tracking, you'll open each conversation by checking in on the human, not just the work — because great leadership starts with empathy and awareness.

Use it in Google Docs, Notion, Trello, or wherever your team works best.

Key Features:

• Structured Sections:

  • Last Week’s Achievements

  • Priorities for This Week

  • Questions & Discussion Topics

  • Feedback (two-way!)

  • Growth Notes