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The Customer Success Playbook

Kevin Metzger and Roman Trebon

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!!


Customer Success Playbook Episode 13 - Emilia D'Anzica - AI in CSNovember 14, 2023
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Customer Success Playbook - Carly Agar - PostGame - Job Hunt in Customer SuccessNovember 07, 2023
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Customer Success Playbook - Carly Agar - Insider Guide to Navigating the Competitive Customer Success Job MarketOctober 31, 2023
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Customer Success Playbook PostGame - Julie Fox - Unlocking Success Through a Growth Mindset and Radical CandorOctober 24, 2023
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Customer Success Playbook Episode 11 - Julie Fox - Fostering Learning Cultures and Growth MindsetOctober 17, 2023
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Customer Success Playbook PostGame - Ed Powers - Harnessing the Power of Data and AI in Customer SuccessOctober 10, 2023
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Customer Success Playbook Episode 10 - Ed Powers - Data Driven DecisionsOctober 03, 2023
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Customer Success Playbook Posgame 3 - Jeff Heclker - Service Delivery in Customer SuccessSeptember 26, 2023
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Customer Success Playbook Episode 9 - Jeff Heckler - Service Delivery in Customer SuccessSeptember 19, 2023
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Customer Success Playbook Postgame 2 - Greg DainesSeptember 11, 2023
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Customer Success Playbook Episode 8 - Greg Daines - 23 Ways to Reduce ChurnSeptember 05, 2023
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CS Playbook Postgame 1 - Sue Nabeth MooreAugust 29, 2023
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Customer Success Playbook Episode 7 - Sue Nabeth Moore- Organizational AlignmentAugust 22, 2023
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Customer Success Playbook Episode 6 - James Scott - Trends in Customer SuccessAugust 08, 2023
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Customer Success Playbook Episode 5 - David Ellin - The Playbook to Implementing CS PlatformsJuly 25, 2023
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Customer Success Playbook Episode 4 - David Jackson - CS P&LJuly 11, 2023
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Customer Success Playbook Episode 3 - The Proactive ApproachJune 08, 2023
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Customer Success Playbook Episode 2 - PlaybooksJune 08, 2023
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Customer Success Playbook Episode 1 - IntroductionJune 08, 2023
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