What is a quarterly check in?

<span data-sheets-value="{"1":2,"2":"There are two types of quarterly check-ins. The first is a meeting between employees and team leaders to address the performance of employees. The second is a meeting between a business and a service vendor to understand the results achieved by the service vendor and to collect feedback."}" data-sheets-userformat="{"2":15105,"3":{"1":0},"11":4,"12":0,"14":{"1":2,"2":0},"15":"Montserrat","16":8}">There are two types of quarterly check-ins. The first is a meeting between employees and team leaders to address the performance of employees. The second is a meeting between a business and a service vendor to understand the results achieved by the service vendor and to collect feedback.

How do you write a quarterly check-in?

<span data-sheets-value="{"1":2,"2":"Begin the quarterly check-in report by writing the agenda. Following this, write an overview of the account, objectives, success milestones, success metrics for KPIs (and how to improve these metrics), client experience, and feedback. You can also add other resources and information about contract renewal."}" data-sheets-userformat="{"2":15105,"3":{"1":0},"11":4,"12":0,"14":{"1":2,"2":0},"15":"Montserrat","16":8}">Begin the quarterly check-in report by writing the agenda. Following this, write an overview of the account, objectives, success milestones, success metrics for KPIs (and how to improve these metrics), client experience, and feedback. You can also add other resources and information about contract renewal.

How often should you check in with employees?

<span data-sheets-value="{"1":2,"2":"The frequency of check-ins depends on the team size. Some teams prefer to have monthly check-ins, others weekly. However, the industry standard is quarterly check-in. If your team size is big and quarterly check-ins prove to be difficult, we suggest you conduct at-least one check-in every six months."}" data-sheets-userformat="{"2":15105,"3":{"1":0},"11":4,"12":0,"14":{"1":2,"2":0},"15":"Montserrat","16":8}">The frequency of check-ins depends on the team size. Some teams prefer to have monthly check-ins, others weekly. However, the industry standard is quarterly check-in. If your team size is big and quarterly check-ins prove to be difficult, we suggest you conduct at-least one check-in every six months.

Quarterly Check-in Template

This template is best used for creating quarterly check-ins with your customers. Customer Success Managers will love how easy and simple it is to provide a high-value touch to their customer accounts.

Use this template

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This template is great in helping members of your Customer Success team communicate the pillars of success they can expect to receive from your product or service. Use this template to set clear expectations and goals for your CSMs and their customer accounts.