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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?
Correct Answer: A
After an onboarding session, the next step for a Customer Success Manager is to document the session, including stakeholder interests and metrics, for leadership. This ensures that there is a record of what was discussed and agreed upon, which can be referenced in future interactions and strategy planning.