The Customer Success Playbook

Discover insider tips on navigating the competitive customer success job market from Carly Agar. Learn about standing out in applications, networking, and honing interviewing skills. Carly also emphasizes mental health management during the job search process and offers unique strategies for resume optimization. Tune in for a wealth of knowledge and resources to excel in customer success careers.

Send us a textWant to unlock the secret to driving success through a growth mindset? Our latest conversation with the inspiring Julie Fox will help you do just that. Julie, renowned for her dynamic leadership style, shares insights on fostering open-mindedness, building trust, advocating continuous improvement, and integrating candid feedback in a team. She also espouses the power of radical candor—a concept she borrowed from Kim Scott's book. Julie's belief in the absence of a finish line with any client and the necessity of consistently providing value is her unique approach to customer success.Our chat with Julie is not just about leadership; it exemplifies the power of a growth mindset in influencing customer success. In this episode, Julie’s insights will help you rethink your approach to team building and customer success, stimulate open conversations and idea sharing, and promote continuous improvement. We also revisit our insightful conversation with Greg Danes about late-stage churn. Remember, leveraging difficult situations into opportunities for growth is quintessential for a successful leader. Join us in this enriching episode filled with practical wisdom and inspiration.Please Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.

Send us a textThe "Customer Success Playbook Podcast" recently hosted Julie Fox, a distinguished figure in the realm of customer success. Julie's insights and experiences, shared during her segment, offer invaluable lessons for professionals in the field.From her early days, Julie has been driven by a desire to make a significant impact. Interestingly, her journey didn't commence in tech or customer success. She began her professional life in commercial real estate and navigated through diverse roles in sales and marketing. This exploration, she emphasizes, is vital. Young professionals shouldn't feel confined to a specific path but should be open to experiencing various roles.A recurring theme in Julie's narrative is her natural inclination towards leadership. Regardless of her position, she frequently found herself guiding teams, underscoring her innate ability to lead and her passion for coaching. This zeal for mentoring is a testament to her belief in the power of guiding others to achieve their best.Julie's transition to the tech sector marked her deep dive into customer success. Here, she played an instrumental role in crafting playbooks and programs, shaping her approach to the field. This initial foray was characterized by a "learn-as-you-go" ethos. The team adopted a "trial by fire" approach, experimenting with different strategies to ascertain what worked. This experiential learning, coupled with open communication and consistent feedback, facilitated rapid growth.In her subsequent role, Julie joined an established, world-class customer success team. This shift presented her with a fresh set of challenges and opportunities. She could now apply her accumulated knowledge to a team that already had robust systems in place. This experience highlighted the importance of continuous learning and adaptability, even when integrating into a well-oiled machine.One of Julie's profound insights relates to the ever-evolving nature of customer success. She believes there's no end-point; teams must perpetually innovate and adapt. This continuous drive for improvement ensures that customer success professionals remain at the forefront of delivering unparalleled value to their clients.To conclude, Julie Fox's segment on the podcast is a treasure trove of insights for anyone in the customer success domain. Her journey, characterized by exploration, natural leadership, and a passion for coaching, offers invaluable lessons. Whether you're just starting in the field or are a seasoned professional, Julie's emphasis on experiential learning, feedback, and the never-ending journey of improvement is a testament to the dynamic and rewarding nature of customer success.Kevin's offeringPlease Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.

Send us a textUnlock the power of data in your business with insights from our recent guest, the remarkable Ed Powers. Feast your ears on a riveting conversation that explores the essence of data-driven decision-making in Customer Success. Ed Powers, an esteemed expert who delivers enlightening courses on Udemy and Success Hacker, shares his expertise on customer health scores and how companies are harnessing the power of data to predict customer outcomes. Join us as we explore the journey from subjective health scores to AI-powered, data-driven decision-making.Dive into the world of AI and its role in processing massive amounts of data to predict outcomes. Ed Powers provides a tantalizing preview of his upcoming courses discussing generative AI. We also bring to light the importance of unearthing data that aligns with your company's goals, which often requires reaching out to customers for discussions. Listen to our stimulating discourse on customer satisfaction and churn. With Ed's insightful ideas, you're sure to leave pondering a few burning questions that just might be the foundation for our future episodes.Please Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.

Send us a textIn this episode of the Customer Success Playbook podcast, hosts Roman Trebon and Kevin Metzger interview customer success expert Ed Powers on leveraging data to drive better decisions. Ed teaches courses on using statistics and data analysis to unlock insights for customer success professionals.They discuss how proper statistical tools help separate meaningful signals from noise in data. Following the scientific method of asking the right questions generates impactful solutions rooted in understanding root causes. Combining qualitative customer interviews that uncover the “why” with quantitative data for the “what” provides the full picture.Ed explains how variation is normal and improving systems and processes reduces variation for more consistent results. For predicting customer health, data-driven models are more reliable than subjective assessments. Machine learning can boost accuracy further when ample data is available.The key takeaways are:Proper statistical analysis tools help separate signal from noise in dataAsking the right questions and following the scientific method leads to impactful solutionsQualitative data provides the "why", quantitative data provides the "what"Understanding and reducing variation improves consistencyData-driven models predict customer health better than subjective assessmentsLeveraging data and statistics enables better prediction and decisionsKevin's offeringPlease Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.

Send us a textDescription:In this insightful postgame episode of the Customer Success Playbook podcast, hosts Roman Trebon and Kevin Metzger reflect on their enlightening conversation with Jeff Heckler, the Director of Customer Success at Market Source. Diving into the pivotal realm of service delivery, they unravel its crucial role in fostering a seamless transition from the promises of product/service to real-world customer experiences. Key discussion points encompass the integral facets of relationship management, onboarding, and the potential for upselling through effective service delivery.Takeaways:Service Delivery as a Backbone: Uncover how service delivery forms the backbone of customer success, acting as a vital conduit between what's promised and what's delivered.Elevating Customer Experience: Explore the dynamics of how a robust service delivery framework can significantly elevate the overall customer experience.Relationship Management and Upselling: Delve into the nuanced interplay of relationship management and upselling, enhanced through streamlined service delivery.The Underestimated Value: Reflect on the often underestimated value of service delivery in the broader spectrum of customer success and why it deserves more spotlight in the discourse.Join Roman and Kevin as they dissect these critical elements, shedding light on the tangible impacts of service delivery in achieving and exceeding customer success goals.Please Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.

Send us a textJoin hosts Roman Trebon and Kevin Metzger in this episode of the "Customer Success Playbook" podcast as they converse with the seasoned expert, Jeff Heckler, to dissect the finer points of customer success and service delivery. Dive into a rich discussion filled with hands-on advice and deep insights aimed at enhancing your approach to customer success.Discussion PointsService Delivery Transformation: Jeff narrates how transitioning from a reactive to a proactive service delivery approach can substantially benefit your business.Customer Success Journeys: Explore the varied paths customers take in their journey to success and understand why personalizing experiences based on individual narratives is essential.Key InsightsProactive vs. Reactive Approach: Jeff shares the advantages of being one step ahead in anticipating the customers' needs and preferences.Understanding Customer Narratives: Learn the significance of understanding the unique narratives of each customer to build stronger relationships.Final ThoughtsTeam Dynamics and Culture: Jeff imparts his philosophy on cultivating a team culture that prioritizes customer satisfaction.Predictions on Future Trends: The trio shares their predictions on the forthcoming trends in the customer success and service delivery sector, providing a glimpse into what the future holds for professionals in this field.Tune in for a session with practical advice and foresight shared by Jeff Heckler, a maestro in the field. Find more from Jeff at Marketsource.com. Find more from the customer success playbook at customersuccessplaybook.ai.Kevin's offeringPlease Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.

Send us a textIn the "Customer Success Playbook" podcast post-game show, hosts Kevin Metzger and Roman Trebon discuss their recent episode with guest Greg Daines, who delved into the primary reasons for customer churn in 2023.Main Points:Churn Categories: Early, mid, and late churn, with a significant focus on early churn which comprises 70% of the churn reasons.Early Churn Insights:Primarily caused by a mismatch between customer expectations and the services or products offered.Sales and marketing strategies, including deep discounting and free trials, often contribute to early churn.Solutions:Companies should strive to understand and align with customer goals better.A focus on organizational alignment to effectively cater to customer needs.Greg's eBook: Encouraged listeners to read "23 Churn Reasons in 2023" available online for deeper insights. You can find Greg's ebook here.The conversation underlines the necessity of aligning a company's offerings with customer needs to reduce early churn and foster satisfaction.Please Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.

Send us a textGreg Daines is the founder and CEO of Churnrx.com. He holds multiple advanced degrees in business and economics from MIT and Cambridge University. This episode is a discussion about Greg's ebook 23 Ways to Reduce Churn in 2023.Discussion PointsGreg emphasizes that business has fundamentally changed and old ideas about customer retention no longer work.He mentions that customer success at scale is challenging and even seemingly similar customers can have different outcomes.Key InsightsGreg stresses the importance of data in justifying best practices for customer retention.He criticizes commonly used metrics like churn rates, stating that they are often distorted and don't provide a clear picture.Final ThoughtsThe episode aims to provide actionable insights for customer success professionals, with Greg's eBook serving as a resource for reducing churn in various stages of the customer lifecycle.Kevin's offeringPlease Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.

Send us a textThis is the first postgame episode of the Customer Success Playbook. In this episode, hosts Roman and Kevin discuss the interview we conducted with Sue Nabeth Moore. We call out some of the highlights of the interview and discuss some of the challenges we've faced that were discussed in the interview.  Check out the postgame of the Sue Nabeth Moore CS Playbook interview. Please Like, Comment, Share and Subscribe. You can also find the CS Playbook Podcast:YouTube - @CustomerSuccessPlaybookPodcastTwitter - @CS_PlaybookYou can find Kevin at:Metzgerbusiness.com - Kevin's person web siteKevin Metzger on Linked In.You can find Roman at:Roman Trebon on Linked In.