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)

CSP S3 E9 - Keith Hanks - AI for Developing the Customer Profile

CSP S3 E9 - Keith Hanks - AI for Developing the Customer Profile

Send us Fan Mail The conversation delves into how AI is reshaping customer success operations, from analyzing customer profiles to enabling personalized micro-learning experiences. Keith Hanks shares ...

24 Jan 202511min

CSP S3 E8 - Keith Hanks - Match the Actual Customer Profile

CSP S3 E8 - Keith Hanks - Match the Actual Customer Profile

Send us Fan Mail In this thought-provoking episode of the Customer Success Playbook podcast, Keith Hanks challenges conventional wisdom about customer profiles. He emphasizes the importance of underst...

22 Jan 202512min

CSP S3 E7 - Keith Hanks - #1 Tip - Love Your Customers, Tolerate Your Prospects

CSP S3 E7 - Keith Hanks - #1 Tip - Love Your Customers, Tolerate Your Prospects

Send us Fan Mail Summary Keith Hanks introduces a groundbreaking perspective on customer profiling by distinguishing between the Ideal Customer Profile (ICP) and what he terms the Actual Customer Pro...

20 Jan 20259min

CSP S3 E6 - Kevin Metzger - AI agents usage in 2025

CSP S3 E6 - Kevin Metzger - AI agents usage in 2025

Send us Fan Mail In this forward-looking episode, Kevin Metzger delves deep into the transformative potential of AI agents in service delivery. The discussion unveils how AI agents are revolutionizing...

17 Jan 20258min

CSP S3 E5 -Kevin Metzger - Your Service is Your Product

CSP S3 E5 -Kevin Metzger - Your Service is Your Product

Send us Fan Mail In this compelling episode of the Customer Success Playbook Podcast, Kevin Metzger presents a transformative perspective on service delivery, framing it as a product rather than just ...

15 Jan 20255min

CSP S3 E4 - Kevin Metzger - Communication is Key

CSP S3 E4 - Kevin Metzger - Communication is Key

Send us Fan Mail In this compelling episode of the Customer Success Playbook Podcast, co-host Kevin Metzger shares his foundational principle for driving team success: the power of clear communication...

13 Jan 20258min

CSP S3 E3 - Roman Trebon - AI as a Customer Success Assistant

CSP S3 E3 - Roman Trebon - AI as a Customer Success Assistant

Send us Fan Mail In this compelling conclusion to our three-part series, Roman Trebon explores the transformative potential of AI tools, particularly ChatGPT, in enhancing customer success team planni...

10 Jan 20259min

CSP S3 E2 - Roman Trebon - Never waste time again!

CSP S3 E2 - Roman Trebon - Never waste time again!

Send us Fan Mail In this dynamic episode of the Customer Success Playbook, Roman Trebon shares essential strategies for maximizing meeting effectiveness in 2025. He addresses the common challenge of c...

8 Jan 20259min

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