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Homework (Prepare before the meeting)

Client team

JUNO team

(star) Action item here
(star) Action item here(star) Action item here
(star) Action item here Share with Client Success Team any feedback/concerns that you’d like to discuss
(star) Review to dos and prepare questions around any uncertain or unclear tasks

(star) Sr. CSM to connect with Lead CSM and understand outstanding to dos
(star) Prepare status report of any outstanding development needs

What to do during and after the meeting

Client team

JUNO team

(tick) Action item here Complete any clarified to dos
(tick) Action item here

(tick) Action item here
(tick) Action item here Sr. CSM to give Lead and support CSMs feedback
(tick) Create or refine action plan to meet deadlines

Resources

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Category: Client Meetings
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