The Customer Success Playbook

The Customer Success Playbook

Welcome to “The Customer Success Playbook,” a fresh podcast initiative spearheaded by Kevin Metzger and Roman Trebon. Immerse yourself with us in the dynamic realm of customer success, where we unravel the latest insights, inspirations, and wisdom from recognized leaders in the Customer Success domain.


Our journey began with a simple yet profound belief: that meaningful conversations can significantly impact our professional trajectory. With this ethos, we’ve embarked on a mission to bring to you the voices of seasoned and revered professionals in the field. Our episodes have seen the likes of Sue Nabeth Moore, Greg Daines, Jeff Heclker, James Scott, David Ellin, and David Jackson, who have generously shared their expertise on a variety of pertinent topics.


We’ve delved into the intricacies of Profit and Loss Statements in Customer Success with Dave Jacksson, explored the potential of Customer Success Platforms with Dave Ellin, and unravelled the role of AI in Customer Success with all guests. With Sue, we navigated the waters of Organizational Alignment, while Greg brought to light strategies for Reducing Churn. Not to be missed is James insightful discourse on the Current Trends in Customer Success and Jeff’s thoughts on Service Delivery in CS.


Each episode is crafted with the intention to ignite curiosity and foster a culture of continuous learning and improvement among customer success professionals. Our discussions transcend the conventional, probing into the proactive approach, and the evolving landscape of customer success.


Whether you’re a seasoned veteran or a newcomer to the industry, our goal is to propel your customer success prowess to greater heights. The rich tapestry of topics we cover ensures there’s something for everyone, from the fundamentals to the advanced strategies that shape the modern customer success playbook.


Our upcoming episodes promise a wealth of knowledge with topics like CS Math, Training, AI, Getting hired in CS, and CS Tool reviews, ensuring our listeners stay ahead of the curve in this fast-evolving field. The roadmap ahead is laden with engaging dialogues with yet more industry mavens, aimed at equipping you with the acumen to excel in your customer success journey.


At “The Customer Success Playbook,” our zeal for aiding others and disseminating our expertise to the community fuels our endeavor. Embark on this enlightening voyage with us, and escalate your customer success game to unparalleled levels.


Join us on this quest for knowledge, engage with a community of like-minded professionals, and elevate your customer success game to the next level. Your journey towards mastering customer success begins here, at “The Customer Success Playbook.” Keep On Playing!!


Tämä podcast on lisätty Podme-palveluun avoimen RSS-syötteen kautta eikä se ole Podmen omaa tuotantoa. Siksi podcastin jaksot saattavat sisältää mainontaa.

Jaksot(147)

CSP - S3 E1 - Roman Trebon - Keep, Kill, Start

CSP - S3 E1 - Roman Trebon - Keep, Kill, Start

Send us Fan Mail In this inaugural episode of Season 3, co-host Roman Trebon introduces the powerful Keep, Kill, Start framework for driving continuous improvement in both personal and professional co...

6 Tammi 20257min

CS Playbook Podcast Season 2 Episode 51 - Happy New Year from Kevin and Roman

CS Playbook Podcast Season 2 Episode 51 - Happy New Year from Kevin and Roman

Send us Fan Mail Executive Summary In this reflective year-end episode, hosts Roman Trebon and Kevin Metzger look back on their successful second year of the CS Playbook Podcast while unveiling exciti...

26 Joulu 202412min

Customer Success Playbook Season 2 Episode 50 - Kevin McCahill - EQ In CS

Customer Success Playbook Season 2 Episode 50 - Kevin McCahill - EQ In CS

Send us Fan Mail In this illuminating episode of the Customer Success Playbook Podcast, Kevin McCahill, founder of MasteryCX, joins hosts Roman Trebon and Kevin Metzger to explore the fundamental role...

10 Joulu 202429min

Customer Success Playbook Season 2 Episode 49 - Dan Jourdan - Let's Talk Sales

Customer Success Playbook Season 2 Episode 49 - Dan Jourdan - Let's Talk Sales

Send us Fan Mail In this episode of the Customer Success Playbook podcast, host Kevin Metzger interviews Dan Jourdan, VP of Business Development at Outsource Access and renowned sales energizer. The c...

3 Joulu 202441min

Customer Success Playbook Season 2 Episode 48 - Joydeep Sen Sarma - Supporting Customers in Their Perferred Workspace

Customer Success Playbook Season 2 Episode 48 - Joydeep Sen Sarma - Supporting Customers in Their Perferred Workspace

Send us Fan Mail In this engaging episode of the Customer Success Playbook, Joydeep Sen Sarma, CEO of Clearfeed, dives into how B2B customer support is evolving towards chat-based platforms like Slack...

26 Marras 202434min

Customer Success Playbook Season 2 Episode 47 - Kevin and Roman Gratitude and Reflect on the year

Customer Success Playbook Season 2 Episode 47 - Kevin and Roman Gratitude and Reflect on the year

Send us Fan Mail In this reflective episode, hosts Roman Trebon and Kevin Metzger share insights from their podcast's successful year, highlighting the growth of their audience to over 5,000 monthly d...

19 Marras 202414min

Customer Success Playbook Season 2 Episode 46 - Dickey Singh - Cast.app - CS AI Agents

Customer Success Playbook Season 2 Episode 46 - Dickey Singh - Cast.app - CS AI Agents

Send us Fan Mail In this episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger engage with Dickey Singh, CEO and founder of Cast.app, to explore the transformative pot...

12 Marras 202425min

Customer Success Playbook - Postgame - Brian Powers -AI in the callcenter s2 E45

Customer Success Playbook - Postgame - Brian Powers -AI in the callcenter s2 E45

Send us Fan Mail In this illuminating episode of Customer Success Playbook (S2E45), industry veteran Brian Powers shares his extensive insights on the transformation of call centers through AI integra...

7 Marras 20247min

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