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)

CSP S3 E17 - Eleni Vorvis - Product Adoption Monitoring

CSP S3 E17 - Eleni Vorvis - Product Adoption Monitoring

Send us Fan Mail This episode dives deep into the intricate relationship between product adoption monitoring and customer success. Eleni Vorvis, a seasoned customer success professional, shares her ex...

12 Feb 202512min

CSP S3 E16 - Eleni Vorvis - Product management- Communication and Strong Relationships

CSP S3 E16 - Eleni Vorvis - Product management- Communication and Strong Relationships

Send us Fan Mail In this compelling episode of The Customer Success Playbook, Eleni Vorvis, a fractional CS leader and consultant, shares invaluable insights on fostering effective collaboration betwe...

10 Feb 20256min

CSP S3 E 15 - Mike Sabat Twilio - Meta Prompt for Success

CSP S3 E 15 - Mike Sabat Twilio - Meta Prompt for Success

Send us Fan Mail In this thought-provoking episode, Mike Sabat, Enterprise Account Executive at Twilio, unveils practical strategies for leveraging AI in customer success and account management. He sh...

7 Feb 202510min

CSP S3 E14 - Mike Sabat Twilio - The Merger of CSM and AE

CSP S3 E14 - Mike Sabat Twilio - The Merger of CSM and AE

Send us Fan Mail Summary In this thought-provoking discussion, Mike Sabat from Twilio shares his perspective on the potential convergence of Customer Success Management (CSM) and Account Executive (A...

5 Feb 202512min

CSP S3 E13 - Mike Sabat - Twilio - Upsells in Account Reviews

CSP S3 E13 - Mike Sabat - Twilio - Upsells in Account Reviews

Send us Fan Mail In this compelling episode of the Customer Success Playbook podcast, Mike Sabat, Enterprise Account Executive at Twilio, shares his expertise on effectively incorporating upsells into...

3 Feb 20257min

CSP E12 - Michael Bernstein - AI is Revolutionizing Strategic Partnership

CSP E12 - Michael Bernstein - AI is Revolutionizing Strategic Partnership

Send us Fan Mail In this illuminating discussion, Michael Bernstein from the Atlanta Journal Constitution reveals practical applications of AI in strategic partnership development. Drawing from his ex...

31 Jan 20259min

CSP E11 - Michael Bernstein - Unlocking Growth Through Strategic Partnerships

CSP E11 - Michael Bernstein - Unlocking Growth Through Strategic Partnerships

Send us Fan Mail In this compelling episode, Michael Bernstein of the Atlanta Journal Constitution shares his expertise on leveraging strategic partnerships to drive customer success. He reveals how i...

29 Jan 20259min

CSP S3 E10 - Michael Bernstein - Mastering Win-Win-Win Partnerships

CSP S3 E10 - Michael Bernstein - Mastering Win-Win-Win Partnerships

Send us Fan Mail In this compelling episode, Michael Bernstein, Senior Partner and Business Development Lead at Atlanta Journal Constitution, shares his expertise on creating successful strategic part...

27 Jan 20256min

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