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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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Onboarding Therapy

Arrows Podcast Network

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Customer onboarding in B2B SaaS is changing fast, but the resources for onboarding teams? Not so much. That's why we're kicking off Onboarding Therapy, a podcast that tackles the real challenges onboarding teams face every day.
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Understanding how we learn is surely the most important tool in any coaches skill set. The Box Gathering podcast discusses learning within a boxing context and shares the application of theory. Getting better starts with us, the coaches.....
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Energetic Radio

Dale Sidebottom & Paul Campbell

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Energetic Radio with Dale Sidebottom & Paul Campbell is a fantastic tool for people looking to bring fun play and happiness into each and every day. Listen along as Dale interviews world-renowned experts and shares his own experiences with you in this weekly podcast.
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FutureCraft GTM

Erin Mills & Ken Roden

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FutureCraft GTM, the essential podcast for B2B marketers, sales and CS seeking to harness the power of AI. Hosted by industry experts Erin Mills and Ken Roden, each episode explores the dynamic intersection of artificial intelligence, go-to-market, strategy, and emerging trends in the B2B space.
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Control System Cyber Security Association International, or (CS)²AI, is the premier global non-profit workforce development organization supporting professionals of all levels charged with securing control systems. With over 34,000 members worldwide, we provide the platform for members to help members, foster meaningful peer-to-peer exchange, continue professional education, and directly support OT and ICS cyber security professional development in every way. Our founder, Derek Harp, intervi ...
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This podcast is for Customer Experience leaders and practitioners alike; focused on creating community and learning opportunities centered around the burgeoning world of Digital CX. Hosted by Alex Turkovic, each episode will feature real and in-depth interviews with fascinating people within and without the CS community. We'll cover a wide range of topics, all related to building and innovating your own digital CS practices. ...and of course generative AI will be discussed. If you enjoy the ...
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Louise Thompson and Ryan Libbey invite you to hear unfiltered conversations in their new podcast, ‘He Said, She Said’. In this long overdue conversation, every week Louise and Ryan divulge the difficult conversations they’ve had in the hope that it will let you start having those discussions too. Plus, in every episode they dissect a listener dilemma and offer their takes, so send in your own ‘He Said, She Said’ moment to [email protected] Follow @hesaid.shesaid.podcast, @lo ...
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Get comfy. It's time for "SaaS Therapy," with industry veterans Todd Kirk and Casey Trujillo – the podcast for customer-facing teams in SaaS. Casey and Todd leverage their experience working between software vendors and their clients to help you master your SaaS customer relationships. They dig into the complexities of client relationships, offer expert insights, and share proven strategies for overcoming common challenges. It's not just a podcast—it's a masterclass in nurturing and enhancin ...
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Hi there! I'm Kaitlin Fritz, an award-winning entrepreneur and business coach. We have heard about the 'millionaires next door' but have we celebrated the everyday entrepreneurs building incredible businesses? That is what this podcast is all about: real people, real businesses, and authentic advice from tried and true lessons. This podcast is for you if you want to have a business that is fulfilling and leave a lasting impact. Join me every week as I guide you through the ins & outs of bein ...
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First published in 1919 under his pseudonym Clive Hamilton, Spirits in Bondage, is also the first published book by the notorious novelist C.S. Lewis. This early piece of work represents Lewis’ youth, as it was written at a time when the author had just returned from his military service in the First World War. In addition it differentiates itself from his other works, not just in terms of style, but also in themes due to his agnostic stand at the time. Written in the form of poetry, the pie ...
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Louise and Ryan have a vulnerable conversation about communication and chemistry this week, as Ryan takes us through the four C’s for a fulfilling relationship. In this episode, Louise and Ryan unpack why people have affairs, how to navigate differing sex-drives in a relationship and share their thoughts on prenups - and whether they’d ever sign on…
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In this episode of SaaS Therapy, Casey Trujillo speaks with Zach Hawley and Will Aja, co-founders of SteerCo, about their journey in customer success and the challenges of startup life. They discuss the importance of empathy in customer interactions, the emotional rollercoaster of entrepreneurship, and how their software aims to automate QBRs to fr…
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Send us a text Ready to navigate the complex world of AI governance without getting lost in legal jargon? This episode delivers a masterclass in building ethical AI frameworks that actually work for your business. Global tech lawyer and fractional general counsel Gayle Gorvett breaks down the essential guardrails every company needs before diving h…
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It’s Monday which can only mean one thing…it’s time for another Ask Us Anything!! In this episode, Louise and Ryan share what goals and experiences are on their bucket lists and discuss how they worked to improve their self-confidence and stop caring about other people’s opinions of them. Plus, Louise tells us the secrets behind her favourite hairs…
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This week's episode of Energetic Radio is a special celebration of milestones, meaningful moments, and making a difference. Hosts Dale Sidebottom and Paul Campbell are positively buzzing as they mark a serendipitous alignment: the release of their new book "365 Days of Play" and the show's 365th episode, pure fate! Dale and Paul reflect on the book…
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In this episode of Future Craft GTM, Ken Roden and Erin Mills explore how AI is reshaping every layer of go-to-market, from automating rote tasks to powering deep research. They kick off with Ken’s wild DMV robo-caller story and Erin’s bespoke AI-curated newsletter. Returning guest Tahnee Perry shares hard-won lessons on driving revenue with AI, up…
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Send us a text The final episode of this transformative series tackles the ultimate challenge: scaling AI experiences without sacrificing empathy. Jake McKee reveals why most companies approach AI transformation backwards—focusing on tools instead of relationships, replacement instead of enhancement. This customer success playbook episode demonstra…
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Louise and Ryan debate who’s nicer to one another this week… In this episode, Louise reveals how to deal with men, Ryan talks about his solo school tour and the pair try to unpack why couples often feel the need to keep score in relationships. Plus, Louise and Ryan answer a listener submission and discuss whether love can ever truly be unconditiona…
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Summary In this episode of SaaS Therapy, Todd Kirk interviews Gary Yao Chan, co-founder of a startup, Clarity Inbox. They discuss the importance of customer onboarding calls, the transition from sales-led to product-led growth, and strategies for improving user experience and retention. Gary shares insights from his experience conducting hundreds o…
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It’s Monday…so it’s time for our weekly Ask Us Anything!! After Louise and Ryan took you behind the curtain last week revealing what working on Made in Chelsea was actually like, the pair discuss whether they’d ever make a return to reality TV… Plus, a listener asks whether jealousy in a relationship is ever okay, or if it’s always just a big red f…
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In this episode of The FutureCraft Go To Market podcast, co-hosts Ken Roden and Erin Mills talk to speaker Mike Sweeney, a strategic executive coach, shares his expertise on leadership, emotional intelligence, and managing paradoxes during times of rapid change. Mike emphasizes the importance of adopting a mindset that balances competing truths, ma…
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Send us a text What happens when passionate customer feedback clashes with cold, hard data? Jake McKee tackles this age-old product dilemma with wisdom earned from years at Lego and building communities for Fortune 500 brands. This episode of the customer success playbook reveals why treating community building as relationship development—not just …
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Louise and Ryan take you behind the scenes this week, and spill the tea on what working on Made in Chelsea was actually like… In this episode, Louise analyses how similar she is to her brother, Ryan gives the insider gossip on how he surprised Sam on his Soccer Aid challenge and the pair give an exciting update on the house they put an offer on in …
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In this episode of SaaS Therapy, hosts Todd Kirk and Casey Trujillo reflect on the key themes and insights from the past season. The conversation highlights memorable guests and their contributions, as well as the challenges faced by B2B SaaS companies in serving diverse customer needs. Looking ahead, they are excitement for the upcoming season and…
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Louise and Ryan are back for another Ask Us Anything!! This week you’ve asked Ryan to give all the insights into his music taste and the pair share their tool to stop an argument spiraling out of control… Plus, it gets emotional as a listener asks Louise how she rebuilt her confidence and started to feel beautiful again after dealing with multiple …
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Welcome back to Energetic Radio! In this uplifting episode, host Dale Sidebottom and co-host Paul Campbell dive deep into the power of kindness, gratitude, and the meaningful connections that shape our lives. Fresh from facilitating workshops, Dale and Paul reflect on the infectious energy of public speaking, the joy of giving back, and the ripple …
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This episode covers the transformational impact of AI on go-to-market strategies. The episode kicks off with Ken sharing about his custom baking assistant, Idiot Proof Bake Buddy, which organizes baking recipes and grocery lists using GPT. The main highlight of the episode is the interview with Jonathan Kvarfordt a.k.a. Coach K. He is the Head of G…
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Louise and Ryan share their worst icks this week! In this episode, Ryan tells the story of his chaotic ‘man-date’ at a jazz club, Louise discusses what actually happens when you write a will and the pair debate why women like seeing their partners show emotion. Plus, Louise and Ryan share what they got up to when they spent 24 hours apart and a lis…
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In this episode of SaaS Therapy, Todd Kirk and Casey Trujillo discuss the critical importance of maintaining accurate customer contact data in B2B SaaS companies with guest Irwin Hipsman. They explore the common pitfalls organizations face regarding data management, the necessity of effective segmentation, and the role of cross-functional teams in …
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Some boxers think they are committed. But, what does commitment really look like? Some boxers live the life style, sacrifice and train hard, but are they really committing in the moment to actually be successful in the long term? Today, I have a mind dump around what I call, ‘micro commitments’ what they are and how they feed in to what makes a com…
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Send us a text The future of AI isn't just about technology—it's about relationships. Jake McKee, renowned as "the community guy," delivers a paradigm-shifting perspective on AI adoption that goes far beyond features and functionality. Rather than getting caught up in the technical capabilities, McKee advocates for designing the emotional connectio…
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It’s time for the weekly ASK US ANYTHING!! This week you’ve asked Louise and Ryan questions that have led to some VERY interesting responses…there’s afternoon romps, colourful protective forcefields and a LOT of hair…?! Submit your questions for our next AMA here and don’t forget to come back on Wednesday for our full length episodes. If you’ve got…
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Welcome back to Energetic Radio! In episode 363, Dale Sidebottom and co-host Paul Campbell are energised, refreshed from a long weekend, and ready to deliver another dose of joy and inspiration. In this episode, they kick things off by sharing laughs and bonding moments over Lego builds, as well as a mind-blowing app that helps you create something…
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AI, BDRs & Building a GTM Team of the Future – with Rachel Truair, CMO at Simpro Group Episode Title: How to Scale GTM with AI Agents, Digital Twins & a Growth Mindset Still wondering how AI fits into go-to-market? This episode delivers a masterclass in what actually works—from real AI SDR deployments to digital twins for execs. If you’re leading a…
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Louise and Ryan have an exciting update about their long-running search for a country home… In this episode, Louise and Ryan take you on a tour of their second home and unpack all the drama that comes with buying a house. They discuss the hidden costs of purchasing property, their pros and cons of the houses they’ve viewed and put in an offer LIVE …
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In this episode of SaaS Therapy, Kelly Hall, Chief Customer Officer at QuickBase, discusses building a customer-centric culture through emotional intelligence, vulnerability, and human connection. She emphasizes delivering real value, fostering trust, and understanding both customers and employees as individuals. Kelly also shares her journey as a …
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Louise and Ryan are back to answer all of your questions in our new weekly Ask Me Anything episode! This week, Louise and Ryan share their proudest achievements, both personally and professionally, and reveal where they feel the most at peace. Plus, the pair discuss their favourite baby names and what they nearly called Leo! Submit your questions f…
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Welcome back to Energetic Radio! In this powerful episode, hosts Dale Sidebottom and Paul Campbell are joined by Michael Donehue, founder of Journey Apparel. Michael brings raw honesty and relatable humour as he shares his journey through mental health challenges, growing up in a small country town, and the pivotal moments that led him to become an…
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Send us a text AI Friday delivers cutting-edge insights as John Huber reveals how artificial intelligence is transforming customer success operations. The conversation explores practical AI applications that are already delivering results, from conversation intelligence tools like Chorus for team coaching and customer context gathering, to emerging…
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We're back. In the first episode of Season 2 of the FutureCraft Podcast, Ken Roden and Erin Mills dig into how AI is shifting the entire go-to-market motion. Not just content, but sales enablement, market strategy, and execution. They share how they're using tools like ChatGPT, Gamma, and structured research to build battle cards that actually move…
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Send us a text Wednesday brings the burning question that divides CS and sales teams everywhere: who should own expansion revenue? John Huber tackles this contentious topic with nuanced insights drawn from his experience managing both dedicated CS-led expansion models and hybrid partnership approaches. Rather than offering a one-size-fits-all answe…
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Ryan has a naked face! Louise reacts to Ryan shaving his beard and the pair discuss whether or not men hide behind their facial hair. In this episode, Louise and Ryan talk about Sam’s incredible challenge for UNICEF, the importance of a good morning routine and Ryan reveals he was scouted by a ‘modelling agency’ on the street… Plus, Louise discusse…
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After the amazing response to Louise’s solo episode, we’re launching a new weekly Ask Me Anything segment to answer your burning questions! This week, a listener asks for fragrance recommendations, and Ryan and Louise share the advice they wish they could give their 25 year-old selves (spoiler: you don’t need to have it all figured out just yet!). …
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Welcome back to Energetic Radio! In this episode, hosts Dale Sidebottom and Paul Campbell reunite in the studio after a busy hiatus, hitting the road across Victoria to spread the power of play in schools and communities. The pair dive into exciting updates, like the upcoming release of their co-authored book, 365 Days of Play, and the much-anticip…
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Louise and Ryan talk all things parenting this week! In this episode, Louise and Ryan discuss their recent parenting wins (and fails…), the best way to travel with young children and Leo’s newfound love of jiujitsu. Plus, Ryan shares a recent lesson he learnt about the ‘thermometer’ and ‘thermostat’ personality types and the pair answer a listener'…
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Send us a text Summary This episode kicks off a compelling three-part series featuring John Huber, founder of Customer Success Architects, who brings two decades of experience building CS functions across five different SaaS companies. The conversation centers on the fundamental question every growing business faces: how do you launch a customer su…
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Send us a text The Customer Success Playbook podcast wraps up its enlightening three-part series with Kristen Nolan of Interview Valet by exploring the delicate balance between technology and human connection. In this forward-thinking discussion, Kristen reveals how she leverages AI as a strategic tool while maintaining authentic relationships. Fro…
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Send us a text The Customer Success Playbook podcast delivers a thought-provoking exploration of confidence building in this captivating episode featuring Kristen Nolan of Interview Valet. Hosts Roman Trebon and Kevin Metzger guide a discussion that dives into overcoming self-doubt and imposter syndrome. Kristen shares her personal journey from que…
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Louise and Ryan are back from a lovely weekend away in Wales, a trip that’s prompted a much-needed conversation about their future wedding plans… In this episode, Ryan and Louise discuss why they still haven’t gotten married, what’s holding them back from going ahead with the ‘big day’ and Louise shares how her parents divorce has perhaps skewed he…
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On this host-only episode of SaaS Therapy, Todd Kirk and Casey Trujillo discuss the challenges and opportunities within customer education in SaaS organizations, the disconnect between customer education teams and their impact on business outcomes, emphasizing the need for radical change in how customer education is approached. They understand the …
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Send us a text In this eye-opening episode of the Customer Success Playbook podcast, hosts Roman Trebon and Kevin Metzger welcome Kristen Nolan, Senior Client Account Manager at Interview Valet. As a military spouse, mother of three, and active community volunteer, Kristen shares her battle-tested strategies for managing a packed schedule. Her numb…
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Send us a text As artificial intelligence promises to revolutionize project management, many professionals feel caught between excitement and overwhelm. In this AI Friday finale of their three-part series, Kevin Metzger and Roman Trebon explore with Elizabeth Harrin how to harness AI's power without losing the human touch. From security concerns to…
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Send us a text When multiple projects collide with competing deadlines, stakeholder management becomes an art form. In this dynamic episode of the Customer Success Playbook, Kevin Metzger and Roman Trebon continue their conversation with Elizabeth Harrin, exploring the intricate dance of aligning diverse stakeholder expectations. From financial ser…
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Ryan returns from his race across the desert and Louise tells the truth about how she really found solo parenting… In this episode, Louise shares her recent stoma bag leak in public (and how Ryan sprung into action to help) and how a positive interaction with a new doctor has made her realise she needs to move forward from her medical trauma. Plus,…
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Hosts Todd Kirk and Casey Trujillo are joined by UX and market researcher Lauren Oswald to explore the critical aspects of understanding customer needs in the SaaS industry. They discuss the importance of gathering context for data interpretation, overcoming internal biases, and the necessity of humility and trust in research. Lauren emphasizes the…
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Send us a text Ever feel like you're juggling flaming torches while riding a unicycle? That's modern project management for you. In this episode of the Customer Success Playbook, Kevin Metzger and Roman Trebon welcome Elizabeth Harrin, the mastermind behind the award-winning Rebels Guide to Project Management. With over two decades of experience he…
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Send us a text In this final part of the Katie Smith trilogy on the Customer Success Playbook, we enter the brave new world of AI and marketing. Host Kevin Metzger explores the promises and pitfalls of generative tools with Katie, who brings her thoughtful and grounded take on how businesses can embrace automation while fiercely protecting their au…
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