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!!
The Customer Success Playbook
CSP S3 E2 - Roman Trebon - Never waste time again!
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 calendar congestion and provides actionable frameworks for ensuring meetings deliver real value. From implementing clear agendas to managing attendee lists strategically, Roman offers practical solutions to transform meeting culture and boost productivity.
Detailed Analysis
This episode delves deep into the transformation of meeting efficiency, a critical challenge facing business teams in 2025. Roman Trebon presents a comprehensive approach to meeting management that combines strategic planning with practical execution.
The discussion centers around several key principles:
- Agenda-First Approach: Roman emphasizes the fundamental importance of having clear agendas before any meeting takes place. Without a defined purpose and structure, meetings risk becoming unfocused and unproductive.
- Objective-Driven Framework: A noteworthy practice shared is the use of a simple yet powerful question: "How will I know when the objective of this meeting has been met?" This creates clarity and purpose for all participants.
- Selective Attendance: The episode challenges the common practice of over-inviting participants to meetings. Roman advocates for a more targeted approach, ensuring only essential contributors are present.
- Time Management Protocol: The discussion addresses the importance of staying on topic and managing meeting time effectively, including the need to park tangential discussions for separate conversations.
- Standardized Meeting Frameworks: Roman proposes implementing consistent meeting structures across organizations to create predictability and efficiency.
The episode concludes with practical implementation strategies, including applying the "keep, kill, or start" framework to existing meeting schedules. This systematic approach helps teams eliminate unnecessary meetings while prioritizing those that deliver genuine value.
For business leaders and team managers, this episode provides actionable insights to transform meeting culture and reclaim productive time. The strategies presented are particularly relevant in today's hybrid work environment, where effective meeting management is crucial for maintaining team productivity and engagement.
Now you can interact with us directly by leaving a voice message at https://www.speakpipe.com/CustomerSuccessPlaybook
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You can also find the CS Playbook Podcast:
YouTube - @CustomerSuccessPlaybookPodcast
Twitter - @CS_Playbook
You can find Kevin at:
Metzgerbusiness.com - Kevin's person web site
Kevin Metzger on Linked In.
You can find Roman at:
Roman Trebon on Linked In.
