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 E25 - David Singer - Human Touch in Customer Support

Customer Success Playbook S3 E25 - David Singer - Human Touch in Customer Support

Send us Fan Mail Summary: How do you strike the perfect balance between automation and human connection in customer service? In this episode of the Customer Success Playbook, hosts Roman Trebon and Ke...

3 Mar 20258min

Customer Success Playbook S3 E24 - Martin Vogel - AI Predictive Insights

Customer Success Playbook S3 E24 - Martin Vogel - AI Predictive Insights

Send us Fan Mail Summary: Welcome to the final installment of our three-part series with Martin Vogel on the Customer Success Playbook Podcast! This week, we dive into the transformative role AI plays...

28 Feb 20258min

Customer Success Playbook S3 E23 - Martin Vogel - Balancing Expansion and Customer Needs

Customer Success Playbook S3 E23 - Martin Vogel - Balancing Expansion and Customer Needs

Send us Fan Mail Summary: How do you expand into new verticals and regions while still keeping your current customers happy? That’s the one big question we tackle in this episode of the Customer Succe...

26 Feb 202510min

Customer Success Playbook S3 E22 - Martin Vogel - Global Support Framework

Customer Success Playbook S3 E22 - Martin Vogel - Global Support Framework

Send us Fan Mail Summary: In this episode of the Customer Success Playbook, hosts Roman Trebon and Kevin Metzger sit down with Martin Vogel, an executive leader in global customer support and complex ...

24 Feb 20259min

Customer Success Playbook S3 E21 - Terinee Pooler - AI Friday - Churn Risk

Customer Success Playbook S3 E21 - Terinee Pooler - AI Friday - Churn Risk

Send us Fan Mail In this compelling finale of a three-part series, Terinee Pooler explores the transformative potential of AI in Net Promoter Score (NPS) management and customer success strategies. Th...

21 Feb 20259min

Customer Success Playbook S3 E20 - Terinee Pooler - Driving Feedback Through The Company

Customer Success Playbook S3 E20 - Terinee Pooler - Driving Feedback Through The Company

Send us Fan Mail erinee Pooler shares invaluable insights on transforming Net Promoter Score (NPS) feedback into actionable organizational change. The episode delves into practical strategies for ensu...

19 Feb 202510min

Customer Success Playbook S3 E19 - Terinee Pooler - NPS

Customer Success Playbook S3 E19 - Terinee Pooler - NPS

Send us Fan Mail In this engaging episode of Customer Success Playbook, Terinee Pooler, Atlanta Chapter Lead of Women of Customer Success, shares crucial strategies for developing and operationalizing...

17 Feb 20256min

CSP S3 E18 - Eleni Vorvis - Leveraging AI for Enhanced Customer Intelligence

CSP S3 E18 - Eleni Vorvis - Leveraging AI for Enhanced Customer Intelligence

Send us Fan Mail In this compelling conclusion to our three-part series, Eleni Vorvis delves into the transformative role of artificial intelligence in strengthening the partnership between Customer S...

14 Feb 202510min

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