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 Podcast Season 2 Episode 28 - Five9 - Partner Success

Customer Success Playbook Podcast Season 2 Episode 28 - Five9 - Partner Success

Send us Fan Mail In this episode of the Customer Success Playbook podcast, hosts Roman Trebon and Kevin Metzger delve into the often-overlooked realm of Partner Success within the SaaS industry. Joine...

20 Aug 202428min

Customer Success Playbook Podcast Season 2 Episode 27 -Irit Eizips - The Customer Method

Customer Success Playbook Podcast Season 2 Episode 27 -Irit Eizips - The Customer Method

Send us Fan Mail In this episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger welcome Irit Eizips, a world-renowned expert in customer success strategies and the mast...

13 Aug 202437min

Customer Success Playbook Podcast Season 2 Episode 26 - Kevin Maufer - Ideal Customer Profile

Customer Success Playbook Podcast Season 2 Episode 26 - Kevin Maufer - Ideal Customer Profile

Send us Fan Mail In this insightful episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger welcome Kevin Maufer, Principal Consultant and Fractional Leader at CX Servic...

6 Aug 202428min

Customer Success Playbook Podcast Season 2 Episode 25 - Swati Garg - CS Leaders

Customer Success Playbook Podcast Season 2 Episode 25 - Swati Garg - CS Leaders

Send us Fan Mail In the latest episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger interviewed Swati Garg, a renowned entrepreneur and thought leader in customer suc...

30 Jul 202424min

Customer Success Playbook Podcast Season 2 Episode 24 -Alok Shulka - FunnelStory

Customer Success Playbook Podcast Season 2 Episode 24 -Alok Shulka - FunnelStory

Send us Fan Mail In this episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger welcome Alok Shukla, co-founder of FunnelStory, to discuss how AI and data analytics are...

23 Jul 202433min

CSP S2 E23 - Rachel Provan - Imposter Syndrome

CSP S2 E23 - Rachel Provan - Imposter Syndrome

Send us Fan Mail In this insightful episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger are joined by Rachel Provan, founder and CEO of Provan Success. Rachel, a top...

16 Jul 202424min

Unlocking AI-Powered Customer Support: Exclusive Insights from TheLoops CTO, Ravi Bulusu

Unlocking AI-Powered Customer Support: Exclusive Insights from TheLoops CTO, Ravi Bulusu

Send us Fan Mail In this episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger sit down with Ravi Bulusu, the co-founder and CTO of TheLoops. Ravi shares insights on h...

8 Jul 202429min

Customer Success Playbook Podcast Season 2 Episode 21 - DataPlant The Game Has Changed - Samuel Cummings

Customer Success Playbook Podcast Season 2 Episode 21 - DataPlant The Game Has Changed - Samuel Cummings

Send us Fan Mail In this episode of the Customer Success Playbook podcast, we're excited to host Samuel Cummings, CEO of DataPlant, who is at the forefront of revolutionizing customer success through ...

25 Jun 202428min

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