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Artwork for The Customer Success Playbook

The Customer Success Playbook

Kevin Metzger and Roman Trebon
Customer Success
Artificial Intelligence
Customer Experience
Customer Journey
AI In Customer Success
Customer Success Management
Funnelstory
Product Management
Onboarding
AI Governance
Net Promoter Score
Customer Retention
Funnel Story
Customer Feedback
Customer Engagement
AI In Project Management
Project Management
Collaboration
Client Relationships
Empathy In Marketing

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 signific... more

PublishesWeeklyEpisodes147Founded3 years ago
Categories
CareersBusinessTechnology

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Artwork for The Customer Success Playbook

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This finale feels less like an ending and more like a graduation ceremony for everyone who has ever cared about Customer Success.

In this closing chapter of the customer success playbook podcast, Kevin Metzger and Roman Trebon look... more

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Dive into the rapidly evolving world of AI with Adrian Swinscoe as we wrap up our three-part series on how to keep AI from becoming just another buzzword. This episode unpacks the flood of AI tools hitting the market, the challenge ... more

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Ready to inject some punk spirit into your customer experience? In this episode of the Customer Success Playbook, Adrian Swinscoe joins Roman Trebon to explore the delicate art of reducing friction without losing that vital human to... more

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Ready to shake up your customer experience approach with some no-fluff, straight-to-the-point wisdom? In this episode, Adrian Swinscoe – author of *Punk CX* and *How to Wow* – joins Roman Trebon to deliver a masterclass on how real,... more

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Recent Guests

Adrian Swinscoe
Author of Punk CX, speaker
Episode: Customer Success Playbook Podcast S3 E71 - Adrian Swinscoe - Unlocking Value in Customer Journeys
Gayle Gorvett
Fractional Legal Counsel and leading expert on AI governance
Episode: Customer Success Playbook S3 E68 - Gayle Gorvett - Who's Liable When AI Goes Wrong?
Jake McKee
A professional known for driving humanistic AI design
Lego and other Fortune 500 brands
Episode: Customer Success Playbook S3 E 64 - Jake McKee - AI Voice and AI Adoption
John Huber
Expert in customer success and sales with experience in managing complex sales processes.
Episode: Customer Success Playbook Podcast S3 E62 - John Huber - Who Should Really Own Upsells and Cross-sells?
Kristen Nolan
Expert at Interview Valet specializing in technology and relationships.
Interview Valet
Episode: Customer Success Playbook Podcast S3 E60 - Kristen Nolan - How AI Can Strengthen Client Relationships
Elizabeth Harrin
The force behind Rebel's Guide to Project Management
Rebel's Guide to Project Management
Episode: Customer Success Playbook Podcast S3 E56 - Elizabeth Harrin - Blueprint for Managing Competing Project Demands
Katie Smith
Founder of Wild Path Consulting, expert in customer journey and marketing strategy
Wild Path Consulting
Episode: Customer Success Playbook Podcast S3 E52 - Katie Smith - From Stagnation to Strategy
Joe Di Grande
Founder of Joe De's Tech Touch
Episode: Customer Success Playbook S3 E49 - Joe Di Grande - Tech Touch
Mary Schmid
Communications and leadership specialist
Episode: Customer Success Playbook S3 E46 - Mary Schmid - Listen To Connect not Correct

Hosts

Roman Trebon
Co-host, known for his insights into customer success and operational efficiency.
Kevin Metzger
Co-host, focusing on the integration of technology and customer success strategies.

Reviews

5.0 out of 5 stars from 12 ratings
  • Knowledgeable and insightful!

    These guys have great ideas and insights! Really interesting content to elevate your customer service game.

    Apple Podcasts
    5
    Jenni BT
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the insightful discussions and practical strategies offered, highlighting their applicability in improving customer success frameworks.
The expert guests are notably praised for sharing valuable insights, making the series a go-to resource for both new and experienced professionals in the field.
Many find the content engaging and well-researched, reinforcing the value of the conversations around customer engagement and operational efficiency.

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Talking Points

Recent interactions between the hosts and their guests.

Customer Success Playbook Podcast S3 E66 - Jake McKee - AI Experience Design
Q: What guardrails do we need to think about to keep the experience empathetic instead of robotic?
Jake discusses that companies need to focus on the relation with AI systems and internal processes rather than just implementing tools blindly, emphasizing empathy and understanding in AI interactions.
Customer Success Playbook S3 E68 - Gayle Gorvett - Who's Liable When AI Goes Wrong?
Q: If I have a set of guidelines in place for my company, does that provide any actual protection for me?
Having guidelines can offer legal protection and demonstrate responsible use of AI, but compliance must be maintained to be effective.
Customer Success Playbook S3 E68 - Gayle Gorvett - Who's Liable When AI Goes Wrong?
Q: When an AI system fails or causes unintended harm, how do we determine who's really accountable?
The rules around accountability in AI are still being defined, emphasizing the importance of good governance and compliance with emerging regulations.
Customer Success Playbook Podcast S3 E72 - Adrian Swinscoe - Enhancing Customer Experience with AI
Q: From your experience, like any ethical considerations that you think we should be talking about more with it?
Swinscoe mentions the significant energy consumption by AI technologies and the ethical implications of low-paid labor in data annotation.
Customer Success Playbook Podcast S3 E72 - Adrian Swinscoe - Enhancing Customer Experience with AI
Q: For you, Adrian, what's a company that's doing AI right from a CX perspective?
Adrian discusses an e-commerce company that uses AI to automate simple tasks, freeing up agents to focus on more complex customer interactions, aligning with their brand values.

Audience Metrics

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Frequently Asked Questions About The Customer Success Playbook

What is The Customer Success Playbook about and what kind of topics does it cover?

Focused on the evolving practices and strategies in customer success, this series offers insights and expert advice tailored for professionals in this field. Topics discussed range from operational efficiency and AI implementation to customer journey optimization and governance frameworks, with contributions from recognized leaders in customer success and technology. The approach is likely to resonate with those looking to deepen their understanding of customer engagement and success management, providing both foundational knowledge and advanced strategies to enhance professional skills.

What sets this series apart is its blend of real-world anecdotes and expert insights that encourage listeners to engage with the content actively. Potenti... more

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Which podcasts are similar to The Customer Success Playbook?

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1. This is Growth!

How many episodes of The Customer Success Playbook are there?

The Customer Success Playbook launched 3 years ago and published 147 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The Customer Success Playbook?

Recent guests on The Customer Success Playbook include:

1. Adrian Swinscoe
2. Gayle Gorvett
3. Jake McKee
4. John Huber
5. Kristen Nolan
6. Elizabeth Harrin
7. Katie Smith
8. Joe Di Grande

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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