I think option A is the best choice. Engaging with the account team will give the Customer Success Manager insight into potential expansion opportunities.
That's a good point, Alpha. A balanced approach of understanding the current situation and future opportunities is ideal. Maybe a combination of options D and A would be the best preparation.
What about option A? Engaging with the account team to understand the expansion opportunities could also be really valuable. We don't want to just focus on the current state, but also look at future growth potential.
I agree with Malcolm. Talking to internal contacts to get a sense of the customer's pain points and goals is crucial. That will help us tailor the meeting to their specific needs.
Haha, you guys are right on the money. Although, I have to say, option B does sound a bit like the kind of thing a data-obsessed manager would suggest. 'Perform a deep analysis of all the sales orders for the past 24 months?' Really?
This is a tricky question. I think the key is to understand the customer's needs and priorities before the introduction meeting. Option D seems like the best way to do that.
Option D does seem like the most logical choice. Aren't we supposed to be focused on the customer's needs rather than just analyzing past orders and technical issues?
I agree, this is a tough one. I'd probably go with option D though - speaking to the internal contacts seems like the best way to get a feel for the customer's priorities and sentiment.
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