What are the goals of the initial customer meeting to onboard the customer into customer success? (Choose two.)

The primary goal of the initial customer meeting during the onboarding phase is to confirm the customer's business outcomes. This is essential because understanding the specific outcomes that a customer aims to achieve enables the Customer Success Manager (CSM) to tailor the approach and resources effectively. By aligning with the customer's objectives right from the start, the CSM can better plan for success, ensuring that the solutions provided help in achieving these desired outcomes. This customer-centric focus fosters a strong partnership and lays the groundwork for ongoing engagement and support.

The other options, while also relevant to the overall customer success strategy, do not effectively capture the core goals of the initial meeting. For example, completion of customer training is an operational task that follows the initial discussions, while reviewing the product roadmap and scheduling a Quarterly Success Review typically occur later in the relationship, after initial objectives have been confirmed and the customer is in the process of implementing solutions. Hence, confirming customer business outcomes stands out as a foundational activity during the onboarding stage.