Meeting Agenda: Community & Customer Support Team Collaboration

August 9, 2023

COO @ Talkbase

We’re continuing our cross-functional team meeting agendas by focusing on the dynamic partnership between Customer Support and Community teams. As customer-centricity gains traction, fostering a seamless relationship between these two crucial departments has become pivotal for taking the customer experience to the next level. In this blog article, we’ll delve into the community management meeting agendas at the early, mid, and advanced stages of collaboration, unraveling the key components that fuel joint success.

Why regular meetings are important

Working together, Customer Support and Community teams can deliver a cascade of benefits to customers from their initial interaction, whether seeking assistance or engaging with community tools like Slack or Discord. Regular team meetings enhance objective alignment, fostering a harmonious journey towards shared goals. This curtails redundancy, enabling the online community to aid in support functions, freeing the support team to tackle intricate cases. Ongoing meetings fuel innovation through feedback loops, driving the creation of enriched support channels via webinars, knowledge base articles, and robust forum assistance on platforms like Discord or Slack. Crucially, consistent team meetings yield a seamless customer experience, presenting a unified front across diverse touchpoints in the online community journey.

Meeting Agendas

The meeting agenda for Community and Customer Support teams will vary depending on how established their collaborative relationship is. Here are some agenda items to consider for different stages of collaboration.

Early Stage Collaboration

At the outset of their partnership, the Customer Support and Community teams aim to establish a strong foundation for their community building efforts.

  • Introductions: Each team member introduces themselves and discusses what their roles entail. This might include understanding what is a community manager and the value they bring.
  • Goals: Each team presents their current objectives, exploring how these might align or intersect between teams. Collaboratively draft shared goals that benefit both sides.
  • Reporting: Both teams share reports and data they examine regularly, focusing on data points and metrics that benefit the other team.
  • Current Processes: Discuss how customers currently get support, both from the Support team and the Community team. Discuss opportunities to streamline support and communications between teams.
  • Knowledge Base and Content Development: The teams collaborate on generating articles, FAQs, and community posts to address typical customer queries.
  • Ongoing relationship management: Discuss future logistics, like how often to meet, who is responsible for which items (the RACI chart can assist here), and the most effective communication tools for inter-team dialogues (e.g., Slack, email, other messaging tools).

Mid Stage Collaboration

As the partnership matures, the Customer Support and Community teams transition into a more proactive phase.

  • Customer Feedback Loop: The teams exchange valuable feedback received from customers and the community, which helps in identifying emerging trends and unmet needs.
  • Content Promotion: Highlight new and ongoing support tools, such as the latest knowledge base articles or other resources. The Community team can then guide members to these assets and spotlight fresh initiatives within the community. Plus, spotlight trending forum posts for the Support team to reference or include in support tickets.
  • Resource Sharing: Customer Support offers insights from customer dialogues, while the Community team shares highlights from online community discussions and user-created content.
  • Operational improvements: Review internal workflows, databases, tech stacks, and other tools either team uses to identify potential enhancements.
  • Metrics and KPIs: Examine performance indicators like response durations, case resolution rates, and community engagement metrics to spotlight areas for growth.

Advanced Stage Collaboration

In the advanced collaboration phase, the Customer Support and Community teams unify as a potent force, consistently advancing customer-focused initiatives. Here, cross-team attendance at regular meetings can enhance transparency — for instance, a community manager joining a Customer Support meeting and vice versa.

  • Customer Success Stories: Celebrate stories of customer triumphs, recognizing the joint efforts that culminated in positive outcomes. Identify potential super-users to champion within the online community.
  • Collaborative Projects: Delve into shared initiatives like webinars or virtual events that bolster customer allegiance and community engagement.
  • Scalability and Growth: Conceptualize ways to expand and hone collaborative endeavors, foreseeing potential hurdles and championing ongoing refinement and continuous improvement.
  • Collaborative Reporting: Design joint dashboards spotlighting pertinent data and progression towards mutual goals.
  • Joint strategy planning: Chart out a collaborative strategy to perpetuate synergy across short, medium, and long-term horizons. Persist in refining operations for streamlined efficiency.


By laying a robust foundation, fostering proactive solutions, and driving innovation in the advanced stage, Customer Support and Community teams can create amazing synergy that fosters customer loyalty, customer satisfaction, and community engagement metrics.

Tiffany Oda
COO @ Talkbase

August 9, 2023

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