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🎧Meet Your Customer Success Manager via Call Scheduler

Your Customer Success Manager (CSM) is now assigned based on the person who leads your onboarding or strategy call. This ensures you’re supported by one consistent, dedicated expert who understands your goals and campaigns.

Don | PodPitch avatar
Written by Don | PodPitch
Updated over a month ago

✅ How to Schedule Your Call

1. Go to the Home Page

Click Home in your dashboard.

2. Select "Call My Buddy" or "My PodPitch Buddy"

Then click Schedule a Free Call.

3. Book Your Onboarding or Strategy Call

Choose a time that works for you.

4. Meet Your Dedicated CSM

The Customer Success Manager who leads your call becomes your ongoing CSM.


💡 Why This Is Helpful

  • You build rapport with the same CSM

  • They understand your profiles, campaigns, and outreach goals

  • You get personalized guidance and clearer support

  • No bouncing between different team members


📹 Want a visual walkthrough?

❓ Need help scheduling?

Message us through the chat in your dashboard—we’ll help you get booked.

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