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 S3 E49 - Joe Di Grande - Tech Touch

Customer Success Playbook S3 E49 - Joe Di Grande - Tech Touch

Send us Fan Mail Ready to rethink your approach to customer success without draining your budget? In this episode of the Customer Success Playbook, hosts Roman Trebon and Kevin Metzger sit down with J...

28 Huhti 20257min

Customer Success Playbook S3 E48 - Mary Schmid - AI, Empathy and the Future!

Customer Success Playbook S3 E48 - Mary Schmid - AI, Empathy and the Future!

Send us Fan Mail In the final chapter of a compelling three-part series on the Customer Success Playbook, hosts Kevin Metzger and Roman Trebon sit down once more with communication strategist Mary Sch...

25 Huhti 202512min

Customer Success Playbook Podcast S3 E47 - Mary Schmid - When Empathy Tunes in Trust Turns On!

Customer Success Playbook Podcast S3 E47 - Mary Schmid - When Empathy Tunes in Trust Turns On!

Send us Fan Mail Strap in for another riveting episode of the Customer Success Playbook, where empathy isn’t just a buzzword—it’s a business advantage. Hosts Kevin Metzger and Roman Trebon are once ag...

23 Huhti 202511min

Customer Success Playbook S3 E46 - Mary Schmid - Listen To Connect not Correct

Customer Success Playbook S3 E46 - Mary Schmid - Listen To Connect not Correct

Send us Fan Mail In this high-impact episode of the Customer Success Playbook, hosts Kevin Metzger and Roman Trebon welcome Mary Schmid, MBA, a communication and leadership expert with a passion for ...

21 Huhti 20258min

Customer Success Playbook S3 E45 - Cairo Marsh - AI and Empathy: Can Technology Truly Understand Your Customer?

Customer Success Playbook S3 E45 - Cairo Marsh - AI and Empathy: Can Technology Truly Understand Your Customer?

Send us Fan Mail In this forward-looking Friday edition of the Customer Success Playbook, Cairo Marsh returns to round out his trilogy of episodes with a critical discussion: can artificial intelligen...

18 Huhti 20259min

Customer Success Playbook S3 E44 - Cairo Marsh - Building Cross-Cultural Customer Connections That Stick

Customer Success Playbook S3 E44 - Cairo Marsh - Building Cross-Cultural Customer Connections That Stick

Send us Fan Mail In this midweek edition of the Customer Success Playbook, Cairo Marsh returns to the mic to explore the layered world of empathetic marketing across cultures. From the Bronx to Tokyo,...

16 Huhti 202510min

Customer Success Playbook S3 E43 - Cairo Marsh - Empathy is the New ROI

Customer Success Playbook S3 E43 - Cairo Marsh - Empathy is the New ROI

Send us Fan Mail This episode of the Customer Success Playbook welcomes Cairo Marsh, Founder and Executive Partner of Relative, for a thought-provoking conversation on empathy-led marketing. Cairo sha...

14 Huhti 20256min

Customer Success Playbook Podcast S3 E42 - Shep Hyken - AI, Fear, and Friction

Customer Success Playbook Podcast S3 E42 - Shep Hyken - AI, Fear, and Friction

Send us Fan Mail In the final episode of this powerful three-part series, the Customer Success Playbook Podcast welcomes back Shep Hyken for a forward-looking discussion on AI's role in customer exper...

11 Huhti 20258min

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