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ABOUT 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!!

HOSTS

Kevin Metzger

Kevin Metzger

Senior Customer Success Executive with 20+ years of experience. Passionate about building Customer Success organizations.  Looking to develop a Customer Success team providing the highest quality service and customer experience through the customer journey, focused on achieving the customer goals and achieving the highest net retention rates as well as growing revenue by providing customer-driven, customer-focused solutions. 


I have a degree in Computer Information Systems and an MBA in eCommerce. I'm passionate about leveraging technology to deliver exceptional customer experiences love staying on top of industry trends. 

I enjoy cooking, painting, and staying active through F45, running, and kayaking. I'm Involved in initiatives that reflect my values, including a non-profit organization supporting Cerebral Palsy research. 

I'm excited to share my expertise and insights on The Customer Success Playbook podcast.

Roman Trebon

Roman Trebon

I have gained exceptional capabilities in leading and optimizing sales, account, and contact center operations, while effectively turning data into actionable insights to help Fortune 500 businesses meet and exceed their strategic initiatives. 

Throughout my career, I have a proven track record as an organized multi-tasker who is known for securing business development opportunities and innovating marketing processes by leading trend/landscape analysis as well as building, upskilling, and directing high-performance teams on improving prospect/customer engagements in enterprise programs.

Most people stress out with problems. But for me? I am a natural problem-solver; recognized for critically identifying and resolving issues. Moreover, I remain passionate about displaying a highly focused and motivated attitude. By doing this, I am able to work both independently and collaboratively in a variety of conditions.

WHAT PEOPLE SAY

I was thrilled and honoured to be invited by Kevin and Roman to talk about one of my favourite subjects: doing customer success beyond the CS team. They make it very easy to have a great discussion with lots of engagement and interesting questions. They are super guys making a very polished and engaging podcast series with interesting CS guests, friends and topics. I would highly recommend listening in and why not contributing as a fellow speaker?
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Sue Nabeth moore Co-Founder Success Chain
It was a fantastic - and vigorous - conversation with Roman and Kevin! Don't miss it.
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Greg daines CEO ChurnRX

I had a blast joining Romand and Kevin for an episode of the Customer Success Playbook podcast! We had a fun & fast-paced discussion around the topic of CS transformation, including the present and future role of AI.

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James Scott Chief Customer Officer Growth Molecule 

NEWSLETTER SIGNUP

In the dynamic world of Customer Success, being in the loop means staying ahead. That's why we are thrilled to invite you to subscribe to our exclusive monthly newsletter!

🌟 Here’s what you stand to gain:

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