You are a Customer Success Manager and have just been assigned a strategic new account. Which course of action is the best to help you prepare for the first customer introduction meeting?

Question

Casie Clements · Accepted Answer

Build an understanding of your customer's business and market trends and priorities

Casie Clements · Answer

Engage with the account team to understand the expansion opportunities

Casie Clements · Answer

Perform a deep analysis of all the sales orders to the past 24 months

Casie Clements · Answer

Speak the internal contacts to understand the customer sentiment and outstanding escalations

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