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Customer Confidential: Untold Stories of Earned Growth

Rob Markey, Bain & Company partner and customer experience expert

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The Customer Confidential Podcast unlocks a world of unparalleled customer and employee loyalty insights. Host Rob Markey, a Net Promoter System pioneer, uses his deep expertise and empathetic approach to challenge conventional wisdom, peel back layers of typical advice, and expose the real stories of industry transformation. Take a deep dive into discussions on CX, customer journey, customer insights, Net Promoter Score, and more. Every episode is a master class in loyalty. Guests include C ...
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The Customer Success Playbook

Kevin Metzger and Roman Trebon

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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 t ...
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Amas is a modern day prophet and Polymath. He brings a mix of Philosophy, storytelling, technology and humor to make sense of complex topics. You will love his sense of humor and irreverence in every episode.
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The Go-To Physio

Dave O'Sullivan

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The Go-To Physio Podcast helps therapists differentiate themselves from other therapists by making sense of the most complex patients symptoms, effectively explain the problem & solution for complete buy in & design a bespoke step by step treatment plan for complete patient adherence while empowering your patients to build resilience that ethically increases your revenue, retention, referrals & reputation as the Go-To Therapist in your town! Dave O'Sullivan is the Current England rugby leagu ...
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As a CEO, you’ve demonstrated your ability to solve complex problems and achieve extraordinary results. You've skills, resources and experience. But you have the potential for even greater impact and a more satisfying legacy. What will it take to multiply your positive impact - in the business, for your people, and in the world at large? Join Richard Medcalf, Founder of Xquadrant, and high-impact CEOs from some of the world’s most exciting firms - for a perspective-shifting conversation at t ...
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MarketoApp podcast is for Growth Hackers, Digital Marketers and Product Managers. Here you'll only listen about Growth and Marketing. We believe that only to do the right marketing is not the best way to grow, it used to work way back in early days of digital marketing era. Now every channel and your audience is mature, you also need to mature your strategy to be in industry and show the growth.
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Business of Healthcare

Matthew Hanis

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We believe Mission and Margin is the business of healthcare. Business of Healthcare (BOH) interviews feature innovations sustainably improving healthcare Mission & Margin. Each discussion includes a healthcare executive and innovator concentrating on the same problem. Think “Nightline” or “How I Built This” just for healthcare. Recent guests have included Bernadette Spong, Chief Financial Officer, Orlando Health, Paul Kusserow, President & CEO, Amedisys, Blake Marggraff, Founder & Chief Exec ...
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The Accord Research Alliance Podcast

The Accord Research Alliance Podcast

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The Accord Research Alliance podcast brings you short but powerful conversations with innovators who are committed to measuring what matters in Christ-Centered relief, development, and advocacy. Hosted by Nathan Mallonee and Rodney Green.
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show series
 
Send us a text erinee Pooler shares invaluable insights on transforming Net Promoter Score (NPS) feedback into actionable organizational change. The episode delves into practical strategies for ensuring customer feedback drives meaningful improvements across companies. Detailed Analysis The conversation explores several critical aspects of NPS impl…
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Send us a text In this engaging episode of Customer Success Playbook, Terinee Pooler, Atlanta Chapter Lead of Women of Customer Success, shares crucial strategies for developing and operationalizing effective Net Promoter Score (NPS) programs. Drawing from her extensive experience, Pooler emphasizes the importance of proactive customer engagement a…
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Liam and Jo talk about the relationship between performance scores and the timing of reviews throughout the year. They discuss how scores tend to be higher later in the year, particularly in December, and speculate on the reasons behind this trend, including the impact of seasonal business cycles and emotional factors. The conversation emphasises t…
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Send us a text In this compelling conclusion to our three-part series, Eleni Vorvis delves into the transformative role of artificial intelligence in strengthening the partnership between Customer Success and Product Management teams. Discover how AI is revolutionizing customer feedback analysis, product usage tracking, and strategic decision-makin…
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Send us a text This episode dives deep into the intricate relationship between product adoption monitoring and customer success. Eleni Vorvis, a seasoned customer success professional, shares her expertise on implementing effective monitoring strategies and establishing robust feedback loops with product management teams. The discussion explores bo…
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Send us a text In this compelling episode of The Customer Success Playbook, Eleni Vorvis, a fractional CS leader and consultant, shares invaluable insights on fostering effective collaboration between Customer Success and Product Management teams. She emphasizes the crucial importance of building strong relationships and understanding mutual goals …
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Liam and Jo talk through data insights regarding performance scores and the impact of feedback frequency on employee development. They discuss how regular performance conversations lead to more consistent progress among employees and the pushback from managers regarding the time commitment required for these discussions. The conversation emphasises…
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Send us a text In this thought-provoking episode, Mike Sabat, Enterprise Account Executive at Twilio, unveils practical strategies for leveraging AI in customer success and account management. He shares groundbreaking approaches to AI implementation, including using it as a virtual coworker and harnessing tools like Google Gemini for comprehensive …
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Episode 243: At Emory University, 99% of donations come from just 8% of donors. It’s a small alumni minority funding almost the majority of the university. This raises a big question: How do you cultivate loyalty among everyone else? In this episode, Emory’s Chief Experience Officer, Cutler Andrews, describes how they’re dismantling silos—by mergin…
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Send us a text Summary In this thought-provoking discussion, Mike Sabat from Twilio shares his perspective on the potential convergence of Customer Success Management (CSM) and Account Executive (AE) roles in enterprise technology. The conversation delves into how consumption-based pricing models and increasing product complexity are driving this t…
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Send us a text In this compelling episode of the Customer Success Playbook podcast, Mike Sabat, Enterprise Account Executive at Twilio, shares his expertise on effectively incorporating upsells into account reviews. He discusses how the increasing complexity of modern products creates opportunities for account managers to deliver additional value t…
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Liam and Jo discuss the importance of timing and frequency in performance conversations within organisations. They analyse data regarding when employees should have their first performance discussions and the implications of these timings on employee performance and retention. The conversation highlights the critical nature of the first few months …
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Send us a text In this illuminating discussion, Michael Bernstein from the Atlanta Journal Constitution reveals practical applications of AI in strategic partnership development. Drawing from his experience at AJC, Bernstein explores how artificial intelligence enhances market analysis, streamlines partnership communications, and drives innovative …
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Joining us today is Amanda Foo-Ryland, keynote and TEDx speaker, corporate culture speaker, leadership & development speaker, executive coach, author, and mother. With over 30 years of experience with human development and coaching, she knows how to connect deeply with people. Her purpose is to inspire others to live passionately. Her keynotes emph…
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Send us a text In this compelling episode, Michael Bernstein of the Atlanta Journal Constitution shares his expertise on leveraging strategic partnerships to drive customer success. He reveals how implementing a B2B partnership channel led to remarkable growth, accounting for 25% of AJC's subscription acquisitions within just six months. Through pr…
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Send us a text In this compelling episode, Michael Bernstein, Senior Partner and Business Development Lead at Atlanta Journal Constitution, shares his expertise on creating successful strategic partnerships. He introduces the innovative concept of "win-win-win" scenarios, emphasizing how partnerships must benefit all three key stakeholders: the org…
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Liam and Jo introduce another question that is used inside the Korero software. This is the first of the performance-based questions focusing on how to effectively measure and discuss employee performance regularly. They explore the importance of clear expectations, the role of leadership in facilitating performance conversations, and the value of …
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Send us a text The conversation delves into how AI is reshaping customer success operations, from analyzing customer profiles to enabling personalized micro-learning experiences. Keith Hanks shares valuable insights on leveraging AI for content repurposing, pattern recognition, and operational efficiency, emphasizing how individual CSMs can take in…
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Send us a text In this thought-provoking episode of the Customer Success Playbook podcast, Keith Hanks challenges conventional wisdom about customer profiles. He emphasizes the importance of understanding and adapting to actual customer profiles rather than rigidly adhering to ideal customer profiles (ICP). Keith shares valuable insights on establi…
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Send us a text Summary Keith Hanks introduces a groundbreaking perspective on customer profiling by distinguishing between the Ideal Customer Profile (ICP) and what he terms the Actual Customer Profile (ACP). Drawing from his extensive experience in client success and program management, Hanks emphasizes the critical shift that occurs post-contract…
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Jo and Liam discuss the findings from their analysis of Employee Net Promoter Score (ENPS) data, focusing on how the length of service impacts employees' likelihood to recommend their workplace. They explore the surprising trend that longer-serving employees are less likely to advocate for their organisation and suggest strategies for maintaining e…
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Send us a text In this forward-looking episode, Kevin Metzger delves deep into the transformative potential of AI agents in service delivery. The discussion unveils how AI agents are revolutionizing business processes by breaking down complex tasks into manageable components. Kevin explains the architecture of AI agents, their practical application…
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Episode 242: Wells Fargo has established a clear position on artificial intelligence: If you can't explain how an AI model works, you shouldn't deploy it. This stance challenges the common assumption that black box algorithms are acceptable costs of advanced AI capabilities. In this episode, Kunal Madhok, Head of Data, Analytics, and AI for Wells F…
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Send us a text In this compelling episode of the Customer Success Playbook Podcast, Kevin Metzger presents a transformative perspective on service delivery, framing it as a product rather than just a process. This paradigm shift enables organizations to apply proven customer success methodologies to their service delivery framework, ensuring consis…
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Send us a text In this compelling episode of the Customer Success Playbook Podcast, co-host Kevin Metzger shares his foundational principle for driving team success: the power of clear communication. Drawing from his extensive experience in requirements gathering and project management, Kevin unveils practical strategies for avoiding communication …
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Liam and Jo explore the Employee Net Promoter Score (ENPS) across different generations in the workplace. They discuss how younger generations, particularly Gen Z, tend to have higher ENPS scores compared to older colleagues. Jo talks about the importance of understanding generational differences in workplace engagement and the need for employers t…
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Send us a text In this compelling conclusion to our three-part series, Roman Trebon explores the transformative potential of AI tools, particularly ChatGPT, in enhancing customer success team planning and meeting effectiveness. The discussion delves into practical applications of AI for the "Keep, Kill, Start" exercise and meeting optimization, off…
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Send us a text 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 lis…
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Send us a text In this inaugural episode of Season 3, co-host Roman Trebon introduces the powerful Keep, Kill, Start framework for driving continuous improvement in both personal and professional contexts. This strategic approach helps teams and individuals identify what's working, what needs to be eliminated, and what new initiatives should be imp…
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Liam and Jo dive into the Employee Net Promoter Score (ENPS) data in Korero and its implications across different levels of seniority within organisations. They discuss the trends observed in ENPS data, highlighting the differences in scores between team members, supervisors, managers, and senior leadership. The conversation emphasises the importan…
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Why would an entrepreneur decide that hiring C-grade students is the way forward? Today Richard speaks with Aditya Siripragada, founder of Fountane. Fountane is digital product studio and venture lab changing the traditional consulting model, with 125 people across US and India. The company doubled revenue annually for 6 years and won the Inc. Top …
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Send us a text Executive Summary In this reflective year-end episode, hosts Roman Trebon and Kevin Metzger look back on their successful second year of the CS Playbook Podcast while unveiling exciting changes for 2025. The discussion highlights their growth journey, reaching broader audiences, and their strategic pivot towards examining customer su…
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Episode 241: When is mastering the basics a differentiator? In an industry where complexity is the norm, Prudential Group Insurance has made a counterintuitive strategic choice. While many companies chase innovation through digital transformation and enhanced features, Prudential has discovered that operational excellence—the "absence of noise"—can…
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In this episode of the GoToPhysio podcast, Dave O'Sullivan discusses the three-step hiring process essential for clinic owners seeking true freedom through great staff. He emphasizes the importance of a structured approach to hiring, which includes a phone interview, a Zoom interview, and an in-person interview. Each step is designed to assess cand…
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In this episode of the Trust Builders podcast, Caroline Winwood, a seasoned professional with extensive experience working for leading global brands such as Dyson and Pepsi, shares her expertise on customer experience and transformational leadership. She recounts her career journey, beginning with her early days at Walkers Crisps, where she learned…
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Arguably the hottest architect in the Salesforce eco system joins the pod. AI hype is constantly refreshed every few months. Generative AI can assist in mundane tasks, freeing up time for creativity. Salesforce's Agent Force is a significant advancement in AI integration. AI's impact on jobs is complex; it can lead to job reductions but also transf…
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Send us a text In this illuminating episode of the Customer Success Playbook Podcast, Kevin McCahill, founder of MasteryCX, joins hosts Roman Trebon and Kevin Metzger to explore the fundamental role of emotional intelligence (EQ) in customer success. With over 20 years of experience in customer success and leadership, McCahill shares deep insights …
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In this episode of the GoToPhysio podcast, Dave O'Sullivan discusses the implementation of packages of care in a clinical setting without feeling salesy. He emphasizes the importance of understanding patient value outcomes, empowering patients to co-create their care plans, and ensuring that every session has a clear plan. The conversation highligh…
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In this episode of the GoToPhysio podcast, Dave O'Sullivan discusses the importance of using performance metrics effectively to enhance therapist accountability and improve patient outcomes. He emphasizes the need to identify therapist willingness, implement patient-defined value outcomes, and understand the patient journey. O'Sullivan also highlig…
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This conversation explores the differences between generations in the workplace, focusing on their work-life balance, communication styles, and expectations regarding technology. The discussion highlights how generational characteristics influence workplace dynamics and the importance of understanding individual circumstances over broad stereotypes…
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In this episode of the GoToPhysio podcast, Dave O'Sullivan discusses how to naturally increase therapist reviews and referrals by focusing on patient value and expectations. He emphasizes the importance of aligning treatment plans with what patients perceive as valuable and setting clear expectations from the first session. The conversation outline…
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Send us a text In this episode of the Customer Success Playbook podcast, host Kevin Metzger interviews Dan Jourdan, VP of Business Development at Outsource Access and renowned sales energizer. The conversation explores the profound connection between sales and customer success, emphasizing how authentic relationships and human connections drive bus…
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In this episode of the GoToPhysio podcast, Dave O'Sullivan discusses the implementation and benefits of the Net Promoter Score (NPS) in clinic management. He explains how NPS can enhance therapist performance and clinical standards by categorizing patient feedback into promoters, pacifiers, and detractors. The episode emphasizes the importance of t…
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Do you need to have a super power to be an effective CEO? What happens if you don't? How can you build a pan-continental business with zero experience? And how can you empower your managers to lead effectively? In this episode Richard speaks with Rebecca Harrison, who has spent the last decade building the African Management Institute (AMI), Africa…
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Send us a text In this engaging episode of the Customer Success Playbook, Joydeep Sen Sarma, CEO of Clearfeed, dives into how B2B customer support is evolving towards chat-based platforms like Slack and Microsoft Teams. He talks about how today’s support teams are adapting to meet customers right where they work, offering practical tips on how to i…
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In this episode of the GoToPhysio podcast, Dave O'Sullivan discusses the three main growth levers essential for building a sustainable private practice. He emphasizes the importance of maximizing customer lifetime value, improving sales conversions, and optimizing marketing channels. The conversation highlights the need for realistic budgeting base…
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In this episode, Dave O'Sullivan discusses the importance of improving the patient visit average (PVA) in physiotherapy practices. He explains how to calculate PVA, its significance in clinic metrics, and the various factors that influence it, including patient engagement, therapist performance, and the use of packages of care. The conversation emp…
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