1:1 Meeting Agenda
$30.00
1:1 Meeting
Great 1:1s don’t happen by accident. They happen with intention.
This 1:1 Meeting Template + Guide is designed to help leaders and Customer Success Managers have more meaningful, focused, and human conversations—without turning 1:1s into status updates or check-the-box meetings.
Together, the template and guide provide a simple structure that balances performance, feedback, priorities, and growth, while leaving room for real conversation and trust-building.
What’s Included
1:1 Meeting Template
A practical, repeatable agenda designed to guide high-quality conversations, including:
Weekly sentiment check-ins
Personal updates to build rapport and context
Meaningful wins and impact (not task lists)
Clear priorities for the upcoming week
Thoughtful questions from both sides
Two-way feedback
Ongoing growth and development conversations
Brief Step-by-Step Guide
A short companion guide that explains:
The purpose of effective 1:1s
How often to run them and how to prepare
How to use each section of the template well
Common 1:1 mistakes to avoid
What a strong, effective 1:1 actually achieves
The guide is intentionally concise—designed to support better conversations, not add process.
What This Helps You Do
Turn 1:1s into high-impact conversations
Build trust and psychological safety
Improve focus, clarity, and accountability
Create space for feedback and growth
Support performance without micromanaging
Who This Is For
Customer Success leaders and managers
CSMs and ICs in recurring 1:1s
New leaders building strong management habits
Teams looking to improve engagement and communication
Why This Works
Most 1:1s fail because they’re either too tactical—or too unstructured.
This framework strikes the balance, giving leaders and ICs enough structure to stay focused while keeping the conversation human, flexible, and relevant.
Format:
Downloadable 1:1 Meeting Template
Downloadable Brief Guide (PDF)
Use it to:
Run consistent, meaningful 1:1s
Support performance and growth
Strengthen relationships across your team
Instant download upon purchase.
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