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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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Welcome to the Pave It Forward Podcast, where Kevin Gray, owner and operator of Pave It Forward Asphalt, and Phil Metzger, owner of Mirror Marketing, join forces to empower leaders in the paving industry. With a combined experience of over 15 years in asphalt paving and a deep understanding of digital marketing and market research, Kevin and Phil are dedicated to helping contractors run their businesses more efficiently, connect with their ideal customers, and make a positive impact on their ...
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Last Word on Hockey presents The Last Word on Sens Podcast. The latest addition to the stable of LWOH Hockey Podcast Content. Every week Alex Metzger will share his thoughts on the news of the week. This news will generally relate to the Ottawa Senators. He will also have a variety of guests from the world of hockey as well as spending some time on original segments. Sit back, listen, and enjoy some Ottawa news, analysis, and discussion.
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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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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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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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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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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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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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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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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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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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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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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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Discover how decades of paving industry experience have been transformed into a structured system to help contractors build sustainable, profitable businesses through mentorship, proven frameworks, and ongoing support. Hosts Kevin Gray and Phil Metzger announce an innovative new program designed specifically for asphalt paving business owners. They…
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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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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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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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Join Kevin Gray and Phil Metzger as they dive deep into operational planning, hiring decisions, and building a winning culture in your asphalt paving business. Whether you're just starting out or looking to scale your existing operation, this episode offers practical insights on making data-driven decisions while maintaining strong company values. …
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Send us a text In this reflective episode, hosts Roman Trebon and Kevin Metzger share insights from their podcast's successful year, highlighting the growth of their audience to over 5,000 monthly downloads and the expanding influence of their platform in the customer success community. They discuss the evolving nature of customer success, emphasiz…
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Kevin Gray takes us behind the scenes of managing a 5-person asphalt paving crew during an unexpectedly extended season. As temperatures stay mild and projects keep flowing, discover how this lean team delivers million-dollar results through exceptional communication, laser-focused quality control, and unwavering customer service. View the full epi…
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Send us a text In this episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger engage with Dickey Singh, CEO and founder of Cast.app, to explore the transformative potential of AI agents in customer success. The discussion reveals how AI agents can revolutionize customer engagement by handling routine tasks while enab…
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Send us a text In this illuminating episode of Customer Success Playbook (S2E45), industry veteran Brian Powers shares his extensive insights on the transformation of call centers through AI integration. With 25 years of experience, Powers presents a compelling vision of how artificial intelligence is revolutionizing customer service operations. Th…
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Send us a text Executive Summary In this insightful episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger engage with Brian Powers, a veteran with 25 years of customer success experience, to explore AI's transformative impact on call center operations. Powers, drawing from his experience implementing AI solutions fo…
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The early season Ottawa Senators experience has been a mixed bag. Some extremely promising performances, as well as some not as encouraging developments. Today, Alex is here to break down each of them through the first 11 games of the season. This podcast is brought to you by The Hockey Podcast Network! Alex starts by breaking down Linus Ullmark an…
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Send us a text This episode explores the challenges and strategies of scaling customer success operations, featuring Vitor Meira, Senior Customer Success Manager at Zendesk. The discussion covers managing large customer portfolios, leveraging AI for enhanced customer support, and maintaining personalized relationships while handling hundreds of cli…
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Send us a text In this episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger engage with Vitor Meira, a senior customer success manager at Zendesk, to explore the intricacies of managing large-scale customer success operations. Vitor shares his expertise in managing a portfolio of 200+ B2B customers, discussing stra…
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Send us a text The conversation delves into the intricacies of the customer lifecycle, challenging the oversimplified view many companies hold. Armaly introduces the concept of customer satisfaction as a dynamic, wave-like journey, emphasizing the importance of understanding and adapting to its ebbs and flows. The discussion covers crucial aspects …
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Send us a text Summary In this episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger engage in an insightful discussion with Peter Armaly, about the intricacies of the customer lifecycle. The conversation delves into the dangers of oversimplifying customer engagement, the importance of seamless handoffs between team…
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Send us a text In this episode of the Customer Success Playbook Podcast, host Kevin Metzger interviews Sadee Akhtar, a tech leader specializing in optimizing collaboration between customer success (CS) and professional services (PS) teams. Sadee shares six key insights on improving team dynamics during the onboarding process, emphasizing the import…
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Send us a text In this episode of the Customer Success Playbook podcast, hosts Roman Trebon and Kevin Metzger discuss their innovative use of AI to create a post-game show. The episode features insights from an interview with Meredith Mann from LinkedIn, exploring the transformative potential of AI in customer success. Key themes include AI as an e…
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Send us a text Summary In this episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger engage in an insightful conversation with Meredith Mann, Director of Global Consulting Services at LinkedIn. The discussion revolves around the integration of AI in customer success, its potential benefits, challenges, and ethical c…
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Alex is back with another episode! And today, he breaks down the NHL Western Conference. Doing a full breakdown on all 16 teams, ranking them from who he feels will be worst to best. For a full Ottawa Senators breakdown, he and Graeme Nichols deep dived the Sens in the last episode. Today, he starts with the rebuilding teams. Listing a few reasons …
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Essential Strategies for Maximizing Asphalt Paving Equipment Efficiency and Business Longevity In this episode of the Pave It Forward podcast, hosts Kevin Gray and Phil Metzger delve into the critical world of asphalt paving equipment maintenance and offseason planning. Drawing from decades of experience in the paving industry, Kevin shares hard-ea…
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Send us a text This special episode of Customer Success Playbook celebrates 5,000 downloads by using AI to analyze and synthesize insights from past episodes. The AI-generated conversation covers key trends in customer success, focusing on the impact of artificial intelligence. Major topics include: The evolving job market for customer success prof…
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Send us a text In this episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger interview Jasmine Reynolds, a Customer Success Manager at Pluralsight, about applying Scrum methodologies to customer onboarding. Jasmine discusses how Scrum, typically associated with software development, can significantly enhance the cus…
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After taking the summer off, Alex is back for some more Ottawa Senators content. And today, there is plenty of things to talk about. To help him, Graeme Nichols makes his return to the podcast! Graeme has been on the show multiple times before. Today, the two discuss the 2024-25 Ottawa Senators and their season outlook. They hit on every topic imag…
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Send us a text Summary: In this special CSP-CSI edition, hosts Roman Trebon and Kevin Metzger dive deep into the world of customer education with Justin Chappell, CSCX Strategic Advisor at Growth Molecules. Justin shares invaluable insights on creating effective customer education strategies, leveraging micro-learning, and driving customer success …
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This episode is packed with practical advice on data analysis, team involvement in planning, effective meeting strategies, and continuous improvement techniques. Whether you're a seasoned paving professional or new to the industry, you'll discover actionable takeaways to help you make the most of your off-season and position your business for succe…
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Networking and Business Growth in Asphalt Paving In this episode of the Pave It Forward podcast, Kevin Gray and Phil Metzger share expert strategies for maximizing ROI at industry events. Learn how to set up an effective booth, network with potential clients, and turn connections into profitable opportunities for your asphalt paving business. Liste…
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Send us a text In this episode, hosts Roman Trebon and Kevin Metzger interview Katie Clark, Implementation Manager at PocketHealth, about the critical process of securing internal stakeholder buy-in for major initiatives. Katie shares her expertise on understanding different stakeholder types, generating momentum, crafting compelling messages, over…
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Send us a text AI Revolutionizing Customer Education: Insights from Kristine Kukich In this enlightening episode of the Customer Success Playbook podcast, hosts Roman Trebon and Kevin Metzger dive deep into the transformative impact of AI on customer education with guest expert Kristine Kukich, principal owner of The Training Sherpa. Kristine share…
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