The Customer Success Playbook · 2025-05-07 · 16 min
Send us Fan Mail Back for part two with Katie Smith on the Customer Success Playbook , and this time we’re tearing down silos. In this Wednesday edition, host Kevin Metzger guides a conversation focused on how to bring marketing and customer success into harmony. Katie - founder of Wild Path Consulting and fractional CMO - shares a blueprint for unifying teams, streamlining customer journeys, and turning internal collaboration into a competitive advantage. Detailed Analysis: This episode is less about theory and more about execution. Katie Smith gets candid about why alignment between marketing and customer success isn’t a nice-to-have - it’s the lifeline of sustainable growth. Her argument is clear: the closer these departments work together, the more seamless and authentic the customer experience becomes. Katie emphasizes that customer success is the closest link a company has to real-time customer sentiment. And yet, too often, that feedback gets lost in the shuffle. Her proposed fix? Cross-functional meetings, shared goals, and a top-down commitment to break the silos.
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