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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Episoder(147)

Customer Success Playbook - Final Episode with Kevin and Roman

Customer Success Playbook - Final Episode with Kevin and Roman

Send us Fan Mail This finale feels less like an ending and more like a graduation ceremony for everyone who has ever cared about Customer Success. In this closing chapter of the customer success playb...

22 Des 202537min

Customer Success Playbook Podcast S3 E72 - Adrian Swinscoe - Enhancing Customer Experience with AI

Customer Success Playbook Podcast S3 E72 - Adrian Swinscoe - Enhancing Customer Experience with AI

Send us Fan Mail Dive into the rapidly evolving world of AI with Adrian Swinscoe as we wrap up our three-part series on how to keep AI from becoming just another buzzword. This episode unpacks the flo...

29 Aug 20259min

Customer Success Playbook Podcast S3 E71 - Adrian Swinscoe - Unlocking Value in Customer Journeys

Customer Success Playbook Podcast S3 E71 - Adrian Swinscoe - Unlocking Value in Customer Journeys

Send us Fan Mail Ready to inject some punk spirit into your customer experience? In this episode of the Customer Success Playbook, Adrian Swinscoe joins Roman Trebon to explore the delicate art of red...

20 Aug 20259min

Customer Success Playbook Podcast S3 E70 - Adrian Swinscoe - Data and Customer Storytelling

Customer Success Playbook Podcast S3 E70 - Adrian Swinscoe - Data and Customer Storytelling

Send us Fan Mail Ready to shake up your customer experience approach with some no-fluff, straight-to-the-point wisdom? In this episode, Adrian Swinscoe – author of *Punk CX* and *How to Wow* – joins R...

11 Aug 20258min

Customer Success Playbook S3 E69 - Gayle Gorvett - Scaling AI Governance Without Killing Innovation

Customer Success Playbook S3 E69 - Gayle Gorvett - Scaling AI Governance Without Killing Innovation

Send us Fan Mail How do you build AI governance that scales without becoming the innovation police? In our final conversation with tech lawyer Gayle Gorvett, we tackle the ultimate balancing act facin...

25 Jul 202521min

Customer Success Playbook S3 E68 - Gayle Gorvett - Who's Liable When AI Goes Wrong?

Customer Success Playbook S3 E68 - Gayle Gorvett - Who's Liable When AI Goes Wrong?

Send us Fan Mail When AI systems fail spectacularly, who pays the price? Part two of our conversation with global tech lawyer Gayle Gorvett tackles the million-dollar question every business leader is...

16 Jul 202511min

Customer Success Playbook S3 E67 - Gayle Gorvett - AI Governance Essentials

Customer Success Playbook S3 E67 - Gayle Gorvett - AI Governance Essentials

Send us Fan Mail Ready to navigate the complex world of AI governance without getting lost in legal jargon? This episode delivers a masterclass in building ethical AI frameworks that actually work for...

7 Jul 20259min

Customer Success Playbook Podcast S3 E66 - Jake McKee - AI Experience Design

Customer Success Playbook Podcast S3 E66 - Jake McKee - AI Experience Design

Send us Fan Mail The final episode of this transformative series tackles the ultimate challenge: scaling AI experiences without sacrificing empathy. Jake McKee reveals why most companies approach AI t...

3 Jul 202513min

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