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 S3 E33 - Gilad Shriki - FunnelStory Customer Interview AI Friday

Customer Success Playbook S3 E33 - Gilad Shriki - FunnelStory Customer Interview AI Friday

Send us Fan Mail Let’s demystify the magic behind streamlined customer success operations. In this episode of the Customer Success Playbook podcast, Kevin Metzger sits down with Gilad Shriki from Scop...

21 Mar 20259min

Customer Success Playbook S3 E32 -  Gilad Shriki - FunnelStory Customer Interview Big Question

Customer Success Playbook S3 E32 - Gilad Shriki - FunnelStory Customer Interview Big Question

Send us Fan Mail In this engaging episode of the Customer Success Playbook Podcast, host Kevin Metzger sits down with Gilad Shriki from The Scope to explore how FunnelStory is transforming customer su...

19 Mar 202512min

Customer Success Playbook Podcast 31

Customer Success Playbook Podcast 31

Send us Fan Mail Summary: Dive into an engaging conversation with Gilad Shriki, Co-founder of Descope, as he shares transformative insights on leveraging FunnelStory to optimize customer journey visib...

17 Mar 20257min

Customer Success Playbook S3 E30 - Marcelo Calbucci - AI Friday and PRFAQ

Customer Success Playbook S3 E30 - Marcelo Calbucci - AI Friday and PRFAQ

Send us Fan Mail Summary: In the finale of their insightful series, the Customer Success Playbook podcast hosts Roman Trebon and Kevin Metzger engage with Marcello Calbucci to unpack how AI is influen...

14 Mar 202510min

Customer Success Playbook S3 E29 - Marcelo Calbucci -  Strategy Focus

Customer Success Playbook S3 E29 - Marcelo Calbucci - Strategy Focus

Send us Fan Mail Summary: In this engaging episode of the Customer Success Playbook podcast, hosts Kevin Metzger and Roman Trebon continue their deep dive with Marcello Calbucci, exploring how organiz...

12 Mar 202511min

Customer Success Playbook S3 E28 - Marcelo Calbucci - PRFAQ

Customer Success Playbook S3 E28 - Marcelo Calbucci - PRFAQ

Send us Fan Mail Summary: In this dynamic episode of the Customer Success Playbook podcast, hosts Roman Trebon and Kevin Metzger sit down with Marcello Calbucci, technologist, innovator, and author of...

10 Mar 20256min

Customer Success Playbook S3 E27- David Singer - AI and The Customer Experience

Customer Success Playbook S3 E27- David Singer - AI and The Customer Experience

Send us Fan Mail Summary: Get ready for an electrifying AI Friday as hosts Roman Trebon and Kevin Metzger wrap up their three-part series with AI expert David Singer. In this episode, the trio dives d...

7 Mar 20258min

Customer Success Playbook S3 E26 - David Singer - Automation Balancing Act

Customer Success Playbook S3 E26 - David Singer - Automation Balancing Act

Send us Fan Mail Summary: In this episode of the Customer Success Playbook podcast, Kevin Metzger and Roman Trebon sit down with David Singer, Global VP at Variant, to tackle a question that’s top of ...

5 Mar 20259min

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