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 S3 E41 - Shep Hyken - The Hidden ROI of Convenience

Customer Success Playbook Podcast S3 E41 - Shep Hyken - The Hidden ROI of Convenience

Send us Fan Mail In this value-packed episode of the Customer Success Playbook podcast, Shep Hyken returns for Part 2 of our three-part series to address the billion-dollar question: How do companies ...

9 Apr 202510min

Customer Success Playbook S3 E40 - Shep Hyken - Why "Fine" is a Four-Letter Word in Customer Experience

Customer Success Playbook S3 E40 - Shep Hyken - Why "Fine" is a Four-Letter Word in Customer Experience

Send us Fan Mail Get ready for a masterclass in customer service strategy with the legendary Shep Hyken. In this milestone episode of the Customer Success Playbook podcast, Shep breaks down key takeaw...

7 Apr 20256min

Customer Success Playbook S3 E39 - Matt LeMay - AI Is Not a Strategy

Customer Success Playbook S3 E39 - Matt LeMay - AI Is Not a Strategy

Send us Fan Mail In the finale of our three-part series, Matt LeMay takes on the tech world's shiniest object: artificial intelligence. From summarizing meeting notes to influencing million-dollar dec...

4 Apr 202510min

Customer Success Playbook S3 3E8 - Matt LeMay - Defining Impact When Everyone Disagrees

Customer Success Playbook S3 3E8 - Matt LeMay - Defining Impact When Everyone Disagrees

Send us Fan Mail In part two, the gloves come off. Kevin and Roman dive into the chaos of defining impact across diverse teams with Matt LeMay. From freemium metrics to ROI confusion, Matt exposes why...

2 Apr 202512min

Customer Success Playbook S3 E37 - Matt LeMay - From Feature Factory to Business Driver

Customer Success Playbook S3 E37 - Matt LeMay - From Feature Factory to Business Driver

Send us Fan Mail We kick off this powerhouse three-part series with Matt LeMay, author of Impact First Product Teams. In this episode, we challenge the default mindset of "shipping features" and dig i...

31 Mar 20257min

Customer Success Playbook S3 E36 - Ken Sandy - AI Will Revolutionize the Skills PM's Need

Customer Success Playbook S3 E36 - Ken Sandy - AI Will Revolutionize the Skills PM's Need

Send us Fan Mail It’s AI Friday on the Customer Success Playbook! In this forward-looking finale of our three-part series with Ken Sandy, we explore how artificial intelligence is reshaping product le...

28 Mar 202517min

Customer Success Playbook S3 E35 - Ken Sandy - Solve Meaningful Customer Problems

Customer Success Playbook S3 E35 - Ken Sandy - Solve Meaningful Customer Problems

Send us Fan Mail In this dynamic midweek episode of the Customer Success Playbook, Kevin Metzger and Roman Trebon are back with product leadership veteran Ken Sandy. This time, Ken tackles one of the ...

26 Mar 202515min

Customer Success Playbook S3 E34 - Ken Sandy -  Persuasive NOT Positional Power

Customer Success Playbook S3 E34 - Ken Sandy -  Persuasive NOT Positional Power

Send us Fan Mail In this episode of the Customer Success Playbook, hosts Roman Trebon and Kevin Metzger sit down with Ken Sandy, author of The Influential Product Manager, to uncover the secret sauce ...

24 Mar 20259min

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