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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!!
| Episode | Date |
|---|---|
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Customer Success Playbook - Final Episode with Kevin and Roman
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Dec 22, 2025 |
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Customer Success Playbook Podcast S3 E72 - Adrian Swinscoe - Enhancing Customer Experience with AI
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Aug 29, 2025 |
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Customer Success Playbook Podcast S3 E71 - Adrian Swinscoe - Unlocking Value in Customer Journeys
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Aug 20, 2025 |
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Customer Success Playbook Podcast S3 E70 - Adrian Swinscoe - Data and Customer Storytelling
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Aug 11, 2025 |
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Customer Success Playbook S3 E69 - Gayle Gorvett - Scaling AI Governance Without Killing Innovation
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Jul 25, 2025 |
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Customer Success Playbook S3 E68 - Gayle Gorvett - Who's Liable When AI Goes Wrong?
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Jul 16, 2025 |
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Customer Success Playbook S3 E67 - Gayle Gorvett - AI Governance Essentials
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Jul 07, 2025 |
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Customer Success Playbook Podcast S3 E66 - Jake McKee - AI Experience Design
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Jul 03, 2025 |
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Customer Success Playbook Podcast S3 E65 - Jake Mckee - Community VS Data Driven Road Map
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Jun 25, 2025 |
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Customer Success Playbook S3 E 64 - Jake McKee - AI Voice and AI Adoption
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Jun 16, 2025 |
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Customer Success Playbook Podcast S3 E63 - AI Revolution in Customer Success: From Chorus to Custom GPTs
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Jun 08, 2025 |
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Customer Success Playbook Podcast S3 E62 - John Huber - Who Should Really Own Upsells and Cross-sells?
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Jun 04, 2025 |
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Customer Success Playbook Podcast S3 E61 - John Huber - Blueprint for Strategic Alignment
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May 26, 2025 |
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Customer Success Playbook Podcast S3 E60 - Kristen Nolan - How AI Can Strengthen Client Relationships
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May 23, 2025 |
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Customer Success Playbook Podcast S3 E59 - Kristen Nolan - Get Out There
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May 21, 2025 |
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Customer Success Playbook Podcast S3 E58 - Kristen Nolan - Master Your Life with Practical Time Management Tips
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May 19, 2025 |
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Customer Success Playbook Podcast S3 E57 - Elizabeth Harrin - AI Friday Special: Elizabeth Harrin's Guide to Smart Project Management Automation
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May 16, 2025 |
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Customer Success Playbook Podcast S3 E56 - Elizabeth Harrin - Blueprint for Managing Competing Project Demands
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May 14, 2025 |
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Customer Success Playbook Podcast S3 E55 - Elizabeth Harrin - Stop the Burnout
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May 12, 2025 |
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Customer Success Playbook Podcast S3 E54 - Katie Smith - How to Use AI in Marketing Without Losing Your Brand Voice
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May 09, 2025 |
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Customer Success Playbook Podcast S3 E53 - Katie Smith - Building the Bridge: Aligning Marketing and Customer Succes
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May 07, 2025 |
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Customer Success Playbook Podcast S3 E52 - Katie Smith - From Stagnation to Strategy
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May 05, 2025 |
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Customer Success Playbook S3 E51 - Joe Di Grande - Understand the Goal
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May 02, 2025 |
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Customer Success Playbook PS3 E50 - Joe Di Grande - Your CS Tech Stack
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Apr 30, 2025 |
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Customer Success Playbook S3 E49 - Joe Di Grande - Tech Touch
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Apr 28, 2025 |
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Customer Success Playbook S3 E48 - Mary Schmid - AI, Empathy and the Future!
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Apr 25, 2025 |
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Customer Success Playbook Podcast S3 E47 - Mary Schmid - When Empathy Tunes in Trust Turns On!
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Apr 23, 2025 |
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Customer Success Playbook S3 E46 - Mary Schmid - Listen To Connect not Correct
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Apr 21, 2025 |
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Customer Success Playbook S3 E45 - Cairo Marsh - AI and Empathy: Can Technology Truly Understand Your Customer?
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Apr 18, 2025 |
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Customer Success Playbook S3 E44 - Cairo Marsh - Building Cross-Cultural Customer Connections That Stick
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Apr 16, 2025 |
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Customer Success Playbook S3 E43 - Cairo Marsh - Empathy is the New ROI
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Apr 14, 2025 |
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Customer Success Playbook Podcast S3 E42 - Shep Hyken - AI, Fear, and Friction
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Apr 11, 2025 |
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Customer Success Playbook Podcast S3 E41 - Shep Hyken - The Hidden ROI of Convenience
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Apr 09, 2025 |
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Customer Success Playbook S3 E40 - Shep Hyken - Why "Fine" is a Four-Letter Word in Customer Experience
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Apr 07, 2025 |
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Customer Success Playbook S3 E39 - Matt LeMay - AI Is Not a Strategy
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Apr 04, 2025 |
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Customer Success Playbook S3 3E8 - Matt LeMay - Defining Impact When Everyone Disagrees
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Apr 02, 2025 |
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Customer Success Playbook S3 E37 - Matt LeMay - From Feature Factory to Business Driver
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Mar 31, 2025 |
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Customer Success Playbook S3 E36 - Ken Sandy - AI Will Revolutionize the Skills PM's Need
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Mar 28, 2025 |
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Customer Success Playbook S3 E35 - Ken Sandy - Solve Meaningful Customer Problems
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Mar 26, 2025 |
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Customer Success Playbook S3 E34 - Ken Sandy - Persuasive NOT Positional Power
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Mar 24, 2025 |
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Customer Success Playbook S3 E33 - Gilad Shriki - FunnelStory Customer Interview AI Friday
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Mar 21, 2025 |
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Customer Success Playbook S3 E32 - Gilad Shriki - FunnelStory Customer Interview Big Question
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Mar 19, 2025 |
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Customer Success Playbook Podcast 31
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Mar 17, 2025 |
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Customer Success Playbook S3 E30 - Marcelo Calbucci - AI Friday and PRFAQ
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Mar 14, 2025 |
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Customer Success Playbook S3 E29 - Marcelo Calbucci - Strategy Focus
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Mar 12, 2025 |
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Customer Success Playbook S3 E28 - Marcelo Calbucci - PRFAQ
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Mar 10, 2025 |
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Customer Success Playbook S3 E27- David Singer - AI and The Customer Experience
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Mar 07, 2025 |
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Customer Success Playbook S3 E26 - David Singer - Automation Balancing Act
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Mar 05, 2025 |
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Customer Success Playbook S3 E25 - David Singer - Human Touch in Customer Support
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Mar 03, 2025 |
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Customer Success Playbook S3 E24 - Martin Vogel - AI Predictive Insights
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Feb 28, 2025 |
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Customer Success Playbook S3 E23 - Martin Vogel - Balancing Expansion and Customer Needs
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Feb 26, 2025 |
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Customer Success Playbook S3 E22 - Martin Vogel - Global Support Framework
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Feb 24, 2025 |
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Customer Success Playbook S3 E21 - Terinee Pooler - AI Friday - Churn Risk
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Feb 21, 2025 |
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Customer Success Playbook S3 E20 - Terinee Pooler - Driving Feedback Through The Company
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Feb 19, 2025 |
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Customer Success Playbook S3 E19 - Terinee Pooler - NPS
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Feb 17, 2025 |
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CSP S3 E18 - Eleni Vorvis - Leveraging AI for Enhanced Customer Intelligence
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Feb 14, 2025 |
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CSP S3 E17 - Eleni Vorvis - Product Adoption Monitoring
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Feb 12, 2025 |
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CSP S3 E16 - Eleni Vorvis - Product management- Communication and Strong Relationships
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Feb 10, 2025 |
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CSP S3 E 15 - Mike Sabat Twilio - Meta Prompt for Success
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Feb 07, 2025 |
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CSP S3 E14 - Mike Sabat Twilio - The Merger of CSM and AE
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Feb 05, 2025 |
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CSP S3 E13 - Mike Sabat - Twilio - Upsells in Account Reviews
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Feb 03, 2025 |
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CSP E12 - Michael Bernstein - AI is Revolutionizing Strategic Partnership
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Jan 31, 2025 |
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CSP E11 - Michael Bernstein - Unlocking Growth Through Strategic Partnerships
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Jan 29, 2025 |
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CSP S3 E10 - Michael Bernstein - Mastering Win-Win-Win Partnerships
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Jan 27, 2025 |
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CSP S3 E9 - Keith Hanks - AI for Developing the Customer Profile
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Jan 24, 2025 |
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CSP S3 E8 - Keith Hanks - Match the Actual Customer Profile
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Jan 22, 2025 |
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CSP S3 E7 - Keith Hanks - #1 Tip - Love Your Customers, Tolerate Your Prospects
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Jan 20, 2025 |
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CSP S3 E6 - Kevin Metzger - AI agents usage in 2025
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Jan 17, 2025 |
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CSP S3 E5 -Kevin Metzger - Your Service is Your Product
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Jan 15, 2025 |
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CSP S3 E4 - Kevin Metzger - Communication is Key
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Jan 13, 2025 |
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CSP S3 E3 - Roman Trebon - AI as a Customer Success Assistant
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Jan 10, 2025 |
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CSP S3 E2 - Roman Trebon - Never waste time again!
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Jan 08, 2025 |
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CSP - S3 E1 - Roman Trebon - Keep, Kill, Start
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Jan 06, 2025 |
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CS Playbook Podcast Season 2 Episode 51 - Happy New Year from Kevin and Roman
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Dec 26, 2024 |
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Customer Success Playbook Season 2 Episode 50 - Kevin McCahill - EQ In CS
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Dec 10, 2024 |
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Customer Success Playbook Season 2 Episode 49 - Dan Jourdan - Let's Talk Sales
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Dec 03, 2024 |
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Customer Success Playbook Season 2 Episode 48 - Joydeep Sen Sarma - Supporting Customers in Their Perferred Workspace
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Nov 26, 2024 |
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Customer Success Playbook Season 2 Episode 47 - Kevin and Roman Gratitude and Reflect on the year
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Nov 19, 2024 |
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Customer Success Playbook Season 2 Episode 46 - Dickey Singh - Cast.app - CS AI Agents
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Nov 12, 2024 |
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Customer Success Playbook - Postgame - Brian Powers -AI in the callcenter s2 E45
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Nov 07, 2024 |
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Customer Success Playbook Season 2 Episode 44 - Brian Powers-AI in call centers
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Nov 05, 2024 |
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Customer Success Playbook Postgame Season 2 Episode 43 - Vitor Meira - Scalling Customer Success
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Oct 31, 2024 |
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Customer Success Playbook Season 2 Episode 42- Vitor Meira - Scaling Customer Success
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Oct 29, 2024 |
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Customer Success Playbook - Season 2 Episode 41 - Peter Armaly Postgame Show
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Oct 24, 2024 |
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Customer Success Playbook Season 2 Episode 40 - Peter Armaly - Navigating the Customer Lifecycle
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Oct 22, 2024 |
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Customer Success Playbook Season 2 Episode 39 - Sadee Akhtar - Collaboration
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Oct 18, 2024 |
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Meredith Mann Customer Success Playbook- PostGame Season 2 Episode 38
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Oct 15, 2024 |
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Customer Success Playbook Podcast Season 2 Episode 37 - Meredith Mann - AI in CS at LinkedIn
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Oct 08, 2024 |
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Customer Success Playbook Special Episode Celebrating 5000 Downloads
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Oct 02, 2024 |
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Customer Success Playbook Season 2 Episode 35 - Jasmine Reynolds - Agile Onboarding
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Oct 01, 2024 |
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Customer Success Playbook Season 2 Episode 34 -CSInsider edition with Justin Chappell - Customer Education Strategy
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Sep 24, 2024 |
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Customer Success Playbook Podcast Season 2 Episode 33 - Katie Clark - Buy in from Internal Stake Holders
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Sep 17, 2024 |
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Customer Success Playbook Season 2 Episode 32 - Kristine Kukich - AI and Customer Education
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Sep 10, 2024 |
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Customer Success Playbook Season 2 Episode 31 - Preethie Vimalan - Mastering the Customer Journey
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Sep 03, 2024 |
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Customer Success Playbook Podcast Season 2 Episode 30 - Mastering First Value Delivery with Jarvis Harris
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Aug 27, 2024 |
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Customer Success Playbook Season 2 Episode 29 - Romand and Kevin discuss 50 Episodes
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Aug 22, 2024 |
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Customer Success Playbook Podcast Season 2 Episode 28 - Five9 - Partner Success
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Aug 20, 2024 |
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Customer Success Playbook Podcast Season 2 Episode 27 -Irit Eizips - The Customer Method
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Aug 13, 2024 |
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Customer Success Playbook Podcast Season 2 Episode 26 - Kevin Maufer - Ideal Customer Profile
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Aug 06, 2024 |
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Customer Success Playbook Podcast Season 2 Episode 25 - Swati Garg - CS Leaders
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Jul 30, 2024 |
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Customer Success Playbook Podcast Season 2 Episode 24 -Alok Shulka - FunnelStory
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Jul 23, 2024 |
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CSP S2 E23 - Rachel Provan - Imposter Syndrome
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Jul 16, 2024 |
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Unlocking AI-Powered Customer Support: Exclusive Insights from TheLoops CTO, Ravi Bulusu
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Jul 08, 2024 |
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Customer Success Playbook Podcast Season 2 Episode 21 - DataPlant The Game Has Changed - Samuel Cummings
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Jun 25, 2024 |
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Customer Success Playbook Podcast Season 2 Episode 20 - From Chaos to Clarity: The GuideCX Way- Peter Ord
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Jun 19, 2024 |
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Customer Success Playbook Podcast Season 2 Episode 19 - Nik Mijic - Matik
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Jun 13, 2024 |
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Customer Success Playbook Season 2 Episode 18 - Week in review
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Jun 05, 2024 |
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Customer Success Playbook Season 2 Episode 17 - Week in Review
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May 28, 2024 |
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Customer Success Playbook Podcast Season 2 Episode 16 - Pulse Recap
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May 21, 2024 |
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Customer Success Playbook Season 2 Episode 15 - The week in review
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May 10, 2024 |
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Customer Success Playbook Season 2 Episode 14 - Kristi Faltorusso
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Apr 30, 2024 |
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Customer Success Playbook Season 2 Episode 13 - This week in CS 1
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Apr 22, 2024 |
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Customer Success Playbook Season 2 Episode 12 - Angeline Kish - DEI
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Apr 16, 2024 |
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Special Episode - CSP Anthem Rock 1
|
Apr 13, 2024 |
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Customer Success Playbook Season 2 Episode 11- LinkedIn Topics
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Apr 09, 2024 |
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Customer Success Playbook Season 2 Episode 10 - Postgame - Chad Estees, KPI, and the ATLCS Summit
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Apr 02, 2024 |
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Customer Success Playbook Season 2 Episode 9 -Chad Estes - Key Performance Indicators: Navigating the Path to Customer Success
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Mar 19, 2024 |
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Customer Success Playbook Season 2 Episode 8 - From First Contact to Loyal Advocate: Revolutionizing Customer Onboarding with Donna Weber
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Mar 12, 2024 |
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The CS Playbook March Pregame: Unveiling the Core Metrics for Customer Success
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Mar 05, 2024 |
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Customer Success Playbook - Postgame - Unpacking the Onboarding Process: A Key to Customer Success
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Feb 27, 2024 |
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Customer Success Playbook Season 2 Episode 5 - An Onboarding Discussion with Melissa Caldwell of Fluxx
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Feb 13, 2024 |
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February 2024 Pregame show: Navigating the Onboarding Maze
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Feb 06, 2024 |
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Post Game - Navigating the First 90 Days as a Customer Success Leader
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Jan 30, 2024 |
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Customer Success Playbook Season 2 Episode - Marcus Vassell - Evaluating the Maturity of a CS Organization
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Jan 16, 2024 |
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Customer Success Playbook Season 2 Episode 1 - January 2024 Pre Game - 30/60/90 Day Plan
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Jan 09, 2024 |
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Customer Success Playbook Episode 15 - EOY Wrap Up 2023- Kevin and Roman
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Dec 19, 2023 |
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Customer Success Playbook Postgame - Andrew Marks - Customer Success Certification
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Dec 12, 2023 |
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Customer Success Playbook Episode 14 - Andrew Marks - Customer Success Certification
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Dec 05, 2023 |
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Customer Success Playbook Episode 13 - Emilia D'Anzica - AI in CS
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Nov 14, 2023 |
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Customer Success Playbook - Carly Agar - PostGame - Job Hunt in Customer Success
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Nov 07, 2023 |
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Customer Success Playbook - Carly Agar - Insider Guide to Navigating the Competitive Customer Success Job Market
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Oct 31, 2023 |
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Customer Success Playbook PostGame - Julie Fox - Unlocking Success Through a Growth Mindset and Radical Candor
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Oct 24, 2023 |
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Customer Success Playbook Episode 11 - Julie Fox - Fostering Learning Cultures and Growth Mindset
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Oct 17, 2023 |
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Customer Success Playbook PostGame - Ed Powers - Harnessing the Power of Data and AI in Customer Success
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Oct 10, 2023 |
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Customer Success Playbook Episode 10 - Ed Powers - Data Driven Decisions
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Oct 03, 2023 |
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Customer Success Playbook Posgame 3 - Jeff Heclker - Service Delivery in Customer Success
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Sep 26, 2023 |
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Customer Success Playbook Episode 9 - Jeff Heckler - Service Delivery in Customer Success
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Sep 19, 2023 |
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Customer Success Playbook Postgame 2 - Greg Daines
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Sep 11, 2023 |
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Customer Success Playbook Episode 8 - Greg Daines - 23 Ways to Reduce Churn
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Sep 05, 2023 |
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CS Playbook Postgame 1 - Sue Nabeth Moore
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Aug 29, 2023 |
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Customer Success Playbook Episode 7 - Sue Nabeth Moore- Organizational Alignment
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Aug 22, 2023 |
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Customer Success Playbook Episode 6 - James Scott - Trends in Customer Success
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Aug 08, 2023 |
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Customer Success Playbook Episode 5 - David Ellin - The Playbook to Implementing CS Platforms
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Jul 25, 2023 |
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Customer Success Playbook Episode 4 - David Jackson - CS P&L
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Jul 11, 2023 |
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Customer Success Playbook Episode 2 - Playbooks
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Jun 08, 2023 |
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Customer Success Playbook Episode 3 - The Proactive Approach
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Jun 08, 2023 |
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Customer Success Playbook Episode 1 - Introduction
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Jun 08, 2023 |