The Customer Success Playbook

A podcast by Kevin Metzger and Roman Trebon

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43 Episodes

  1. Customer Success Playbook Podcast Season 2 Episode 20 - From Chaos to Clarity: The GuideCX Way- Peter Ord

    Published: 6/19/2024
  2. Customer Success Playbook Podcast Season 2 Episode 19 - Nik Mijic - Matik

    Published: 6/13/2024
  3. Customer Success Playbook Season 2 Episode 18 - Week in review

    Published: 6/5/2024
  4. Customer Success Playbook Season 2 Episode 17 - Week in Review

    Published: 5/28/2024
  5. Customer Success Playbook Podcast Season 2 Episode 16 - Pulse Recap

    Published: 5/21/2024
  6. Customer Success Playbook Season 2 Episode 15 - The week in review

    Published: 5/10/2024
  7. Customer Success Playbook Season 2 Episode 14 - Kristi Faltorusso

    Published: 4/30/2024
  8. Customer Success Playbook Season 2 Episode 13 - This week in CS 1

    Published: 4/22/2024
  9. Customer Success Playbook Season 2 Episode 12 - Angeline Kish - DEI

    Published: 4/16/2024
  10. Special Episode - CSP Anthem Rock 1

    Published: 4/13/2024
  11. Customer Success Playbook Season 2 Episode 11- LinkedIn Topics

    Published: 4/9/2024
  12. Customer Success Playbook Season 2 Episode 10 - Postgame - Chad Estees, KPI, and the ATLCS Summit

    Published: 4/2/2024
  13. Customer Success Playbook Season 2 Episode 9 -Chad Estes - Key Performance Indicators: Navigating the Path to Customer Success

    Published: 3/19/2024
  14. Customer Success Playbook Season 2 Episode 8 - From First Contact to Loyal Advocate: Revolutionizing Customer Onboarding with Donna Weber

    Published: 3/12/2024
  15. The CS Playbook March Pregame: Unveiling the Core Metrics for Customer Success

    Published: 3/5/2024
  16. Customer Success Playbook - Postgame - Unpacking the Onboarding Process: A Key to Customer Success

    Published: 2/27/2024
  17. Customer Success Playbook Season 2 Episode 5 - An Onboarding Discussion with Melissa Caldwell of Fluxx

    Published: 2/13/2024
  18. February 2024 Pregame show: Navigating the Onboarding Maze

    Published: 2/6/2024
  19. Post Game - Navigating the First 90 Days as a Customer Success Leader

    Published: 1/30/2024
  20. Customer Success Playbook Season 2 Episode - Marcus Vassell - Evaluating the Maturity of a CS Organization

    Published: 1/16/2024

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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!!