The Customer Success Playbook

By Kevin Metzger and Roman Trebon

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Subscribers: 2
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Episodes: 147

Description

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