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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Avsnitt(147)

Customer Success Playbook Season 2 Episode 44 - Brian Powers-AI in call centers

Customer Success Playbook Season 2 Episode 44 - Brian Powers-AI in call centers

Send us Fan Mail Executive Summary In this insightful episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger engage with Brian Powers, a veteran with 25 years of custom...

5 Nov 202428min

Customer Success Playbook Postgame Season 2 Episode 43 - Vitor Meira - Scalling Customer Success

Customer Success Playbook Postgame Season 2 Episode 43 - Vitor Meira - Scalling Customer Success

Send us Fan Mail This episode explores the challenges and strategies of scaling customer success operations, featuring Vitor Meira, Senior Customer Success Manager at Zendesk. The discussion covers ma...

31 Okt 202414min

Customer Success Playbook Season 2 Episode 42- Vitor Meira - Scaling Customer Success

Customer Success Playbook Season 2 Episode 42- Vitor Meira - Scaling Customer Success

Send us Fan Mail In this episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger engage with Vitor Meira, a senior customer success manager at Zendesk, to explore the in...

29 Okt 202431min

Customer Success Playbook - Season 2 Episode 41 - Peter Armaly Postgame Show

Customer Success Playbook - Season 2 Episode 41 - Peter Armaly Postgame Show

Send us Fan Mail The conversation delves into the intricacies of the customer lifecycle, challenging the oversimplified view many companies hold. Armaly introduces the concept of customer satisfaction...

24 Okt 202413min

Customer Success Playbook Season 2 Episode 40 - Peter Armaly - Navigating the Customer Lifecycle

Customer Success Playbook Season 2 Episode 40 - Peter Armaly - Navigating the Customer Lifecycle

Send us Fan Mail Summary In this episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger engage in an insightful discussion with Peter Armaly, about the intricacies of ...

22 Okt 202433min

Customer Success Playbook Season 2 Episode 39 -  Sadee Akhtar - Collaboration

Customer Success Playbook Season 2 Episode 39 - Sadee Akhtar - Collaboration

Send us Fan Mail In this episode of the Customer Success Playbook Podcast, host Kevin Metzger interviews Sadee Akhtar, a tech leader specializing in optimizing collaboration between customer success (...

18 Okt 202429min

Meredith Mann Customer Success Playbook- PostGame Season 2  Episode  38

Meredith Mann Customer Success Playbook- PostGame Season 2 Episode 38

Send us Fan Mail In this episode of the Customer Success Playbook podcast, hosts Roman Trebon and Kevin Metzger discuss their innovative use of AI to create a post-game show. The episode features insi...

15 Okt 20249min

Customer Success Playbook Podcast Season 2 Episode 37 - Meredith Mann - AI in CS at LinkedIn

Customer Success Playbook Podcast Season 2 Episode 37 - Meredith Mann - AI in CS at LinkedIn

Send us Fan Mail Summary In this episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger engage in an insightful conversation with Meredith Mann, Director of Global Cons...

8 Okt 202425min

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