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Welcome to the “Customer Success Playbook Podcast,” hosted by Roman Trebon and Kevin Metzger! Embark on a journey with us as we dive into the vibrant world of customer success, helping you to elevate your skills, strategies, and insights to new heights. Whether you’re just dipping your toes into the field or are a seasoned customer success veteran, our playbook has something for everyone.

In each episode, we tackle a plethora of topics crucial to customer success, ranging from account planning, business reviews, and customer journeys to KPIs, AI, segmentation, renewals, and much more. We aim to offer you a playbook of actionable insights, tips, and strategies to excel in customer success.

Roman and Kevin, your amiable co-hosts, bring a combined wealth of knowledge, experience, and passion. Roman, with his background in customer journey optimization and process improvement, and Kevin, with his varied experience from serving customers in diverse roles to leading teams of Customer Success Managers (CSMs), offer unique perspectives and invaluable advice.

But, that’s not all! We also feature interviews with distinguished leaders in the customer success field. Through engaging discussions, we explore their real-world experiences, uncover the challenges they faced, their strategies for overcoming those challenges, and much more.

Our first episode kicks off with Roman and Kevin sharing the origin story of the podcast. They reveal how a simple LinkedIn post about Roman's Certified Customer Success Manager (CCSM) certification sparked a conversation between long-time friends, which eventually culminated in the birth of this podcast. In addition, they delve into their backgrounds, highlighting how their distinct paths led them to customer success.

As the series progresses, expect in-depth conversations with experts, discussions on hot topics, and a treasure trove of insights. Our bi-weekly episodes (initially monthly) are packed with information and inspiration to make you think, learn, and grow.

So why wait? Subscribe to the “Customer Success Playbook Podcast” and join our community of customer success aficionados. Let’s create our playbook together and set the stage for unparalleled success.

Remember: Success is a team sport - keep learning, keep collaborating, keep winning with your customers! Until next time, keep leveling up your customer success game with the Customer Success Playbook!

Check out https://funnelstory.ai/ for more details about Funnelstory. You can also check out our full video review of the product on YouTube at https://youtu.be/4jChYZBVz2Y.

Please Like, Comment, Share and Subscribe.

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.