A Customer Success Manager was assigned a strategic new account.

To prepare for a customer introduction meeting, it is essential to understand the customer’s current situation, including their priorities and sentiment towards the engagement. This can be achieved by speaking with internal contacts who have interacted with the customer, as they can provide firsthand insights into the customer’s expectations and experiences. References: Customer Success best practices suggest that understanding the customer’s perspective is crucial for effective engagement and aligning the success plan with their business objectives.