Sprint
Client Success Toolkit

Four tools for a stronger first 90 days.

Download PDF
Tool 01

One-page role charter

Align the role before recruitment and revisit it when responsibilities change.

Tool 02

Pre-start checklist

Complete this before the team member's first day.

Tool 03

Weekly one-on-one

A focused 20-30 minute coaching conversation.

01

Wins

02

Priorities

03

Blockers

04

Feedback

05

Support

06

Development

Tool 04

30-day review

Celebrate progress, close gaps and agree the next 30 days.

Overall status