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!!


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Customer Success Playbook Episode 9 - Jeff Heckler - Service Delivery in Customer Success

Customer Success Playbook Episode 9 - Jeff Heckler - Service Delivery in Customer Success

Send us Fan Mail Join hosts Roman Trebon and Kevin Metzger in this episode of the "Customer Success Playbook" podcast as they converse with the seasoned expert, Jeff Heckler, to dissect the finer poin...

19 Syys 202334min

Customer Success Playbook Postgame 2 - Greg Daines

Customer Success Playbook Postgame 2 - Greg Daines

Send us Fan Mail In the "Customer Success Playbook" podcast post-game show, hosts Kevin Metzger and Roman Trebon discuss their recent episode with guest Greg Daines, who delved into the primary reason...

11 Syys 20237min

Customer Success Playbook Episode 8 - Greg Daines - 23 Ways to Reduce Churn

Customer Success Playbook Episode 8 - Greg Daines - 23 Ways to Reduce Churn

Send us Fan Mail Greg Daines is the founder and CEO of Churnrx.com. He holds multiple advanced degrees in business and economics from MIT and Cambridge University. This episode is a discussion about G...

5 Syys 202338min

CS Playbook Postgame 1 - Sue Nabeth Moore

CS Playbook Postgame 1 - Sue Nabeth Moore

Send us Fan Mail This is the first postgame episode of the Customer Success Playbook. In this episode, hosts Roman and Kevin discuss the interview we conducted with Sue Nabeth Moore. We call out some ...

29 Elo 20239min

Customer Success Playbook Episode 7 - Sue Nabeth Moore- Organizational Alignment

Customer Success Playbook Episode 7 - Sue Nabeth Moore- Organizational Alignment

Send us Fan Mail The podcast discusses how companies can align their entire organization around customer success. The hosts Kevin and Roman interview Sue Nabeth Moore, a thought leader in customer suc...

22 Elo 202336min

Customer Success Playbook Episode 6 - James Scott - Trends in Customer Success

Customer Success Playbook Episode 6 - James Scott - Trends in Customer Success

Send us Fan Mail Get ready for a jam-packed episode with hosts Kevin Metzger and Roman Trebon as they dive into the transformation trends in customer success with expert James Scott! James brings the ...

8 Elo 202333min

Customer Success Playbook Episode 5 - David Ellin - The Playbook to Implementing CS Platforms

Customer Success Playbook Episode 5 - David Ellin - The Playbook to Implementing CS Platforms

Send us Fan Mail Welcome to 'The Customer Success Playbook,' your essential guide to mastering the customer success arena. Hosted by Roman Trebon and Kevin Metzger, we bring you thought-provoking insi...

25 Heinä 202338min

Customer Success Playbook Episode 4 - David Jackson - CS P&L

Customer Success Playbook Episode 4 - David Jackson - CS P&L

Send us Fan Mail Join hosts Kevin and Roman in this insightful episode as they interview David Jackson, a renowned Customer Success expert and CEO of customer.co. The discussion is focused on the fina...

11 Heinä 202334min

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