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The expected outcomes of the customer onboard stage include identifying stakeholders who will be involved in or affected by the implementation of the solution, and defining the business outcomes along with the Key Performance Indicators (KPIs) that will be used to measure success. These steps are crucial for setting clear expectations and for tracking progress towards achieving the desired results. References: Cisco Customer Success Manager documentation, which outlines the onboarding process and the importance of stakeholder engagement and outcome definition.

The Customer Success Manager initially validates stakeholders during the onboarding stage34. This is a critical phase where the CSM establishes relationships with key stakeholders, understands their expectations, and begins to align the product’s capabilities with the customer’s business objectives.

The desired outcome for a Customer Success Manager (CSM) to achieve for a customer is removing barriers so the customer achieves the fastest time to value possible from the purchased solution. This aligns with the CSM’s role in ensuring that customers can quickly and effectively realize the value of their investment, which is critical in a subscription-based economy where ongoing customer satisfaction is essential for retention and continued revenue streams. The CSM’s focus is on facilitating customer adoption and usage, identifying and overcoming adoption barriers, and helping customers achieve their business outcomes efficiently.

References:

•Cisco’s official page on Customer Success Manager certification1.

•Cisco Learning Network’s article on Cisco Customer Success Manager Specialist2.

The best course of action to prepare for the first customer introduction meeting is to build an understanding of the customer’s business, market trends, and priorities. This knowledge will enable the Customer Success Manager to have a meaningful conversation with the customer, aligning the discussion with the customer’s strategic goals and industry context.