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 Season 2 Episode 5 - An Onboarding Discussion with Melissa Caldwell of Fluxx

Customer Success Playbook Season 2 Episode 5 - An Onboarding Discussion with Melissa Caldwell of Fluxx

Send us Fan Mail In this episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger delve into the intricacies of customer onboarding and success strategies with Melissa Ca...

13 Feb 202433min

February 2024 Pregame show: Navigating the Onboarding Maze

February 2024 Pregame show: Navigating the Onboarding Maze

Send us Fan Mail In this episode of the Customer Success Playbook Podcast, Roman Trebon and Kevin Metzger delve into the critical topic of customer onboarding. They highlight the significance of this ...

6 Feb 20247min

Post Game - Navigating the First 90 Days as a Customer Success Leader

Post Game - Navigating the First 90 Days as a Customer Success Leader

Send us Fan Mail In this episode of the Customer Success Playbook, Kevin and Roman discuss the topic for January: Navigating the First 90 Days as a Customer Success Leader. This month they talked wit...

30 Jan 202414min

Customer Success Playbook Season 2 Episode - Marcus Vassell - Evaluating the Maturity of a CS Organization

Customer Success Playbook Season 2 Episode - Marcus Vassell - Evaluating the Maturity of a CS Organization

Send us Fan Mail In the recent episode of the Customer Success Playbook podcast, Roman T. and Kevin M. hosted Marcus Vassell, a seasoned professional in customer success. The discussion primarily focu...

16 Jan 202435min

Customer Success Playbook Season 2 Episode 1 - January 2024 Pre Game - 30/60/90 Day Plan

Customer Success Playbook Season 2 Episode 1 - January 2024 Pre Game - 30/60/90 Day Plan

Send us Fan Mail Welcome to the first episode of Season 2 of the Customer Success Playbook. January 2024. In this episode we preview the month of January topic. The 30/60/90 day plan when entering a c...

9 Jan 20248min

Customer Success Playbook Episode 15 - EOY Wrap Up 2023- Kevin and Roman

Customer Success Playbook Episode 15 - EOY Wrap Up 2023- Kevin and Roman

Send us Fan Mail In this episode of the Customer Success playbook Kevin Metzger and Roman Trebon discuss launching the podcast, their guests in 2023, Highlights from the year and preview 2024. Happy ...

19 Des 202333min

Customer Success Playbook Postgame - Andrew Marks - Customer Success Certification

Customer Success Playbook Postgame - Andrew Marks - Customer Success Certification

Send us Fan Mail In this episode of The Customer Success Playbook Podcast Post Game show, Kevin and Roman discuss the interview with Andrew Marks from Success Hacker. They discuss the value of custome...

12 Des 202352min

Customer Success Playbook Episode 14 - Andrew Marks - Customer Success Certification

Customer Success Playbook Episode 14 - Andrew Marks - Customer Success Certification

Send us Fan Mail The episode of The Customer Success Playbook Podcast featuring Andrew Marks provides a comprehensive insight into the value of customer success certification and the role of Andrew's ...

5 Des 202352min

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