The Customer Success Playbook

Customer Success Playbook Episode 1 - Introduction

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Jun 8, 2023
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ANECDOTE

Podcast Origin

  • Roman Trebon shared his CCSM certification on LinkedIn, sparking a conversation with Kevin Metzger.
  • This conversation led to the creation of the Customer Success Playbook podcast.
INSIGHT

Diverse Backgrounds in CS

  • People enter customer success from diverse backgrounds, not just traditional tech roles.
  • Kevin Metzger's and Roman Trebon's career paths highlight this, evolving from adjacent roles into customer success leadership.
ADVICE

Iterative Playbooks

  • Customer success playbooks should be iterative and adaptable, not static documents.
  • They must be tailored to specific customer segments and industries, with different playbooks for different situations.
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