Q: 7
In an onboarding session, introductions to new stakeholders were made, new KPIs were collated,
and desired use cases were discussed. Which step does the Customer Success Manager take next?
Options
Discussion
B . After the onboarding chat, building a success plan using those KPIs is what Cisco wants CSMs to do next.
B . After onboarding, success plan is the CSM move per Cisco playbooks, not just documentation or tech setup.
Not A, B makes sense since after gathering KPIs and use cases, next step is to formalize it into a success plan. Don’t think config (C) comes right away. Pretty sure it’s B unless the stakeholders need docs first.
D , B is what Cisco usually expects but sometimes A looks tempting if you misread the next step as reporting.
I'm not 100% but I'd go with B here. Feels like creating a success plan is the logical step after onboarding and gathering KPIs. A is important for documentation, but most Cisco CSM workflows I've seen put the actual planning next. Agree or see it differently?
Option B lines up with Cisco's playbook. After onboarding, a CSM usually builds a success plan using those KPIs and use cases. A is good practice but not technically the next *customer* step. Pretty sure it's B, but open if anyone disagrees.
After you get stakeholder info and use cases, the natural move for a CSM is to draft a success plan. A is nice but more of an internal task, not really the next step with the customer. I think B is what they're looking for here.
Yeah, B lines up here. After you meet new stakeholders and get their use cases and KPIs, a CSM should build out a success plan to tie it all together for next steps. Documenting is important but the actionable move is the success plan. I think that's Cisco best practice. Agree?
If anything, H ad something like this in a mock and B fit the flow. After you sort out stakeholders and KPIs, CSMs typically put together that success plan before moving ahead. A is good practice, but success planning usually comes first for the customer side. Pretty sure on B, unless there's some odd internal-only requirement I'm missing.
B tbh, since creating the success plan is next in the CSM flow, A is a distraction here.
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