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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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Cargo Shorts

Old Dominion Freight Line, Inc.

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Cargo Shorts tackles all things related to the transportation of goods. Each episode digs into a key issue facing North American surface transportation with expert insights from economics, automation, and logistics professionals. Learn more about the complexities in the supply chain you’re facing in your business.
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We have long form conversations with some of the best FMXers and Motocrossers. We get beyond the public persona and find out about the person. Want to get the behind the scene story from your favorite fmx contest or video? This is your place.
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The goal of the podcast is to grow with our community and help shed some light on the behind the scenes of our local bands and everyone involved in the music community. We support in any way that we can by going to shows, buying merch and bringing you these podcasts so you can get to know the bands and people little bit more.
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Send us a Text Message. In this insightful episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger are joined by Rachel Provan, founder and CEO of Provan Success. Rachel, a top 25 customer success leader turned brain-based CS leadership coach, shares her expertise on a pressing issue many professionals face: imposter …
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Send us a Text Message. In this episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger sit down with Ravi Bulusu, the co-founder and CTO of TheLoops. Ravi shares insights on how TheLoops, an AI-driven intelligence support operations platform, is revolutionizing customer support by providing real-time data integration…
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Every inch counts when it comes to shipping, and accurate dimensioning can tip the scales in your favor. When weighing options, precise pallet dimensioning can make shipping faster and more efficient while reducing surprises on the final bill. Host Jonathan Betz is joined by Todd Polen, Vice President of Pricing Systems at Old Dominion, and Glenn Z…
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The Breakdown In this episode of the ATX Metal Podcast, Ryan sits down with the band Venustra. The band has a unique theatrical show and incorporates elements of shock rock, Japanese visual Kei, and swing music into their sound. They have faced challenges in defining their genre but strive to create a bigger sound that sets them apart from other ba…
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Send us a Text Message. In this episode of the Customer Success Playbook podcast, we're excited to host Samuel Cummings, CEO of DataPlant, who is at the forefront of revolutionizing customer success through AI and data science. Samuel shares his fascinating journey from being a data scientist at Gainsight and LinkedIn to founding DataPlant, a compa…
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The Breakdown In this episode of the ATX Metal Podcast, Ryan sits down with Eamonn Danzig, one of the creators of the Bat City Black Metal Fest. They discuss the origins of black metal, the message behind the festival, and the efforts to promote inclusivity and distance the genre from its tainted past. The festival will feature eight bands, live sw…
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Send us a Text Message. In this episode of the Customer Success Playbook podcast, we welcome Peter Ord, Founder and CEO of GuideCX, to discuss the future of customer onboarding and implementation. GuideCX is revolutionizing the way companies handle customer onboarding, making it smoother and more effective through its innovative platform. Peter sha…
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Send us a Text Message. In this episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger welcome Nik Mijic, founder of Matik, to discuss innovative solutions for automating data-driven content creation. Matik's platform simplifies the generation of personalized metrics, text, tables, and charts for presentations, enabl…
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Send us a Text Message. Get ready for an exhilarating episode of the Customer Success Playbook Podcast! This week, hosts Roman Trebon and Kevin Metzger take you on a journey through the latest buzz in the customer success world. First up, they recount the smashing success of their inaugural Customer Success Playbook Pickleball event. From MVP Dave …
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Whether you are shipping across the country or around the world, the right packaging makes all the difference. As the emphasis on sustainability intensifies, the industry is rapidly evolving, with data playing a vital role. But cost and fragility of freight are factors that need to be considered. Host Jonathan Betz is joined by Dr. Greg Batt, an As…
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Send us a Text Message. Welcome to Season 2, Episode 17 of the Customer Success Playbook Podcast! This week, hosts Roman Trebon and Kevin Metzger review the latest in customer success news and insights. They discuss standout articles on leadership within CSM roles, including a piece by Marcus Wrench on how high-performing CSMs embody leadership qua…
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Send us a Text Message. In the latest episode of the Customer Success Playbook Podcast, Kevin Metzger recapped his recent trip to St. Louis for the Gainsight Conference. The episode covered his experiences from networking events to insightful sessions on AI and customer success strategies. Highlights included discussions on Gainsight’s roadmap, inn…
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The Breakdown In this conversation, Ryan interviews Dave Perry of Fear of Water. They discuss various topics including the music industry, radio stations, and the success of Fear of Water's music. Dave talks about the secondary market for radio stations and how they have embraced his music. He also shares his experience with imposter syndrome and t…
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The Breakdown: Glass Grinder is a metal band from Austin, Texas that combines elements of grindcore, deathcore, and heavy metal. They aim to stand out by not being confined to a single genre and experimenting with different styles. The band started as a three-piece improvisational group and eventually evolved into a five-piece band. They have relea…
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Send us a Text Message. In the recent episode of the "Customer Success Playbook" podcast, hosts Roman Trebon and Kevin Metzger delved into a week filled with personal anecdotes, customer success strategies, and community-building within the industry. Key discussions included the power of root cause analysis in business operations, the significance …
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The Breakdown: In this episode of the ATX Metal Podcast, Ryan and Josh discuss their foray into the world of reaction videos and their love for metal music. Josh, also known as Drifter Voyages, is a metal reaction content creator on YouTube and the frontman of a metalcore band. They talk about what they look for in reaction videos, their favorite e…
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Send us a Text Message. Introduction: In Season 2, Episode 14 of the "Customer Success Playbook" podcast, Kristi Faltorusso, Chief Customer Officer at Client Success, shares her journey of developing a c community. Her candid discussion covers the initial aspirations, the stumbling blocks encountered, and the strategic pivot towards relaunching the…
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The Breakdown: A Means To An End is a metalcore band from Corpus Christi, Texas. The band has been together for about eight or nine years, but started taking their music seriously about five years ago. The band consists of Storm Galindo on guitar and vocals, Noah Delos Rios on vocals, Ralph on drums, and Kyler on bass. They describe their sound as …
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Send us a Text Message. Summary: In this episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger delve into the shifting landscape of customer success (CS). The discussion highlighted several pivotal trends: Increasing Importance of CS: The surge in attendance at CS events like the Totango Summit reflects the growing …
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Send us a Text Message. Angeline Kish, Director of Customer Success at VMware by Broadcom, shared her insights on diversity, equity, and inclusion (DEI). As a recognized leader in customer success and DEI strategies, Angeline has been instrumental in launching influential programs like Stanford's "Influence Circles" aimed at promoting a more inclus…
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Send us a Text Message. Tune in and listen to our new special episode Customer Success Playbook Anthem Rock 1. 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 Li…
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Send us a Text Message. In the ever-evolving landscape of customer success, the latest edition of the Customer Success Playbook podcast, hosted by Roman Trebon and Kevin Metzger, delved into crucial strategies for enhancing customer success metrics, leveraging LinkedIn insights, and understanding the multifaceted aspects of leadership and data-driv…
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Send us a Text Message. Navigating the Landscape of Customer Success: Insights from Kevin and Roman's Discussion with Chad Estes Executive Summary: In a recent insightful dialogue, Kevin Metzger and Roman Trebon delved into the realm of customer success, spotlighting the critical role of Key Performance Indicators (KPIs) in driving business growth.…
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Automation and digitization are rapidly transforming the LTL industry, enabling greater transparency and visibility. Seamless technology fosters improved planning, pricing, service, and relationships among carriers and shippers. Host Jonathan Betz speaks with Barry Craver, VP of Technology at Old Dominion, who served OD on the business side for twe…
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The Breakdown In this conversation, I chat with members Dan and Tanner of the band Waterfront to discuss their background, education, and signing with Affiant Records. We talk about their musical influences and how they came together as a band. They also share their experiences in high school and university, particularly in relation to their music …
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Send us a Text Message. In this episode of the Customer Success Playbook Podcast we feature an insightful conversation with Chad Estes, EVP of Customer Success at Canvs.AI. The discussion revolved around key performance indicators (KPIs) that are paramount for assessing and guiding customer success, relationships, and business results. Estes shared…
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Send us a Text Message. Summary In a riveting episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger delve into the intricacies of customer onboarding with guest Donna Weber, renowned author of "Onboarding Matters: How Successful Companies Transform New Customers into Loyal Champions." Weber shares her profound insig…
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Send us a Text Message. In the dynamic world of customer success, identifying and leveraging key performance indicators (KPIs) is crucial for driving growth and ensuring the longevity of customer relationships. The recent episode of the Customer Success Playbook podcast, featuring co-hosts Kevin Metzger and Roman Trebon, delves into this critical t…
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Send us a Text Message. We're thrilled to announce the release of our latest podcast episode, where Kevin Metzger sits down with Roman Trebon to unpack the critical elements of customer onboarding. Drawing from a month dedicated to exploring the nuances of this vital process, our guests share invaluable insights into making the onboarding experienc…
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Former Racer and 31-year powersports industry Marketing specialist, writer, content creator, and founder of Buzz Media LLC. Dale is an ex motocross racer turned writter. He has combined his two passions and made a career of writting motorsports content for such companies as Segway, EVS, Dust, and EBAY Motors. Plus Magazines like Vahna…
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Send us a Text Message. In this episode of the Customer Success Playbook Podcast, hosts Roman Trebon and Kevin Metzger delve into the intricacies of customer onboarding and success strategies with Melissa Caldwell, Vice President of Customer Onboarding and Success at Fluxx, a SaaS grants management platform. The discussion covers the transformative…
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The Breakdown In this episode of the ATX Metal Podcast, Ryan sits down with the band DSGNS to discuss their new record and their journey in creating it. They talk about the process of recording the album live and the challenges they faced. The band members also discuss their approach to playing chaotic music and their collaborative songwriting proc…
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The Breakdown In this episode of the ATX Metal Podcast, Ryan interviews the band members Daniel and Stephen of Thumbscrew and delves into their journey as a metal band. The conversation covers their early years, the evolution of their sound, the transition to a new vocalist, recording and promotion challenges, touring experiences, and memorable mom…
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Send us a Text Message. In this episode of the Customer Success Playbook Podcast, Roman Trebon and Kevin Metzger delve into the critical topic of customer onboarding. They highlight the significance of this initial stage in a client's lifecycle, emphasizing the potential pitfalls and the importance of a smooth onboarding experience. The dialogue to…
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The Breakdown In this episode of the ATX Metal Podcast, Ryan interviews Kevin Hellestad from the Chord Progression Podcast. They discuss the importance of supporting the local music scene and how to discover new bands. Kevin shares the origin story of his podcast and his passion for promoting local artists. They also talk about the challenges of be…
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Send us a Text Message. In this episode of the Customer Success Playbook, Kevin and Roman discuss the topic for January: Navigating the First 90 Days as a Customer Success Leader. This month they talked with Marcus Vasell and discussed his Customer Success Maturity model in their interview. Reviewing how an organization moves from Crawl to Run acro…
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The Breakdown In this interview, I speak with Colin and Ashleigh of Tulip, a symphonic groove metal band from Dallas. We discuss the band's unique sound and influences, as well as their journey forming the band. The conversation also touches on the challenges of balancing music and relationships, finding time for music amidst family duties, and the…
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I talk to Kurt about the Glory Daze bike show and Pittsburgh Moto. How he got into motorcycles and more. Check out Kurts sites https://pittsburghmoto.com/ https://www.glorydazepgh.com/ For tickets and information about the Two Wheels to Freedom Fest please visit TwoWheelstoFreedom.comBy Clint Esposito
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The Breakdown In this conversation, Dalton Kennerly from the band LEVELS discusses various aspects of the band's journey and music career. He talks about treating the band as a business, the band's influences and musical style, their collaboration with Landon Tewers (The Plot in You), and the sound shift in their new singles. Dalton also shares ins…
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Send us a Text Message. In the recent episode of the Customer Success Playbook podcast, Roman T. and Kevin M. hosted Marcus Vassell, a seasoned professional in customer success. The discussion primarily focused on Marcus's model for evaluating and advancing the maturity of customer success operations in organizations. Marcus Vassell outlined a thre…
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Clint Esposito and Steve Sommerfeld watch old FMX contests and videos. This week its FMX Riot 3 Dubai. This was another fun one to watch. See Ronnie Renner, Mike Mason, Todd Potter, Justin Homan and Jeremy Lusk battle it out in the desert. Join us in person at the Two Wheels to Freedom Fest in Winnsboro SC at Cedar Grove Mx for two days of two whee…
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Send us a Text Message. Welcome to the first episode of Season 2 of the Customer Success Playbook. January 2024. In this episode we preview the month of January topic. The 30/60/90 day plan when entering a company. We aslo preview the January guest of the month Marcu Vasselle. Marcus wrote an article about the customer success maturity model he def…
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The findings from Mastio’s annual study of LTL carriers help shippers evaluate carriers based on many important attributes. Shippers need to choose the right partner when selecting a carrier. Shippers want to ensure that their freight will make it to their customers on time and damage-free. What tools are available to help shippers choose the right…
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