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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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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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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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The Kevin Miller Podcast

Kevin Miller | YAP Media

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Join Purpose Coach Kevin Miller as he conducts deep discussions on personal evolution from his own, curious journey toward greater purpose and deeper fulfillment. Kevin researches and curates the best teachers and guides you may never find, as they are busy teaching in classes, counseling in therapy rooms, researching in labs, and coaching in offices. Go from knowledge to integration at kevinmiller.co *Over 70 million downloads, 300 expert guests, 1,500 episodes...and the journey continues o ...
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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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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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A few nights ago I watched The Matrix with four of my younger kids after one said she didn’t remember ever seeing it. A group of my older kids had gotten together to watch it recently as well. I’m talking the 1999 movie starring Keanu Reeves. It depicts a concept where most humans are inert and simply plugged into a computer program living pretend …
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Two fantastic minds located in the brains of Cal Jones and Thomas la Cour come on the Boxing podcast to talk about functional clinching. This is an area I know very little about as a Boxing Coach and I feel is a huge gap in my knowledge so I approached these guys to talk about a conceptual approach so I could understand this better to help deliver …
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“No regrets” is an American slogan along with “No Fear” and “Just Do It.” Yet more often than not we don’t “just do it,” having no fear is psychopathic, and having no regrets means you have no sorrow for ever hurting anyone or making a mistake. Regret is simply recognizing sadness or disappointment about something we did we wish we hadn’t, or we di…
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Send us a text 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 of maintaining a human touch in customer experience, and strategies to avoid the dreaded “tech for tech…
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In this episode of SaaS Therapy, Todd and Casey welcome Randy Hulme from Qualtrics to discuss the intricacies of customer success in the public sector. Randy shares insights from his extensive experience at Qualtrics, including impactful speakers at their events, the importance of creating a positive team culture, and strategies for managing divers…
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I’ve spent a lifetime doing. Achieving and building and creating and adding. And now I find that what I most want is peace. I’m 54 and I’m tired. Not physically tired. But emotionally. The past four years have been a time of deconstructing and dismantling and letting go of most everything I held dear. I have encountered the most difficult time of m…
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I have done a number of podcasts on calling, but as I don’t believe anyone has the definitive definition of what a calling is and what your’s might be, I am a fan of a continued discussion with various experts. I spent many years talking about calling and purpose as some holy grail discovery. Even as I did so many different things vocationally and …
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Send us a text 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 touch. From the bustling cultural tapestry of Edinburgh’s Fringe Festival to personal tales of rock climb…
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In this episode of SaaS Therapy, host Todd Kirk and guest Ryan Debenham, CEO of Grin AI, explore the evolving landscape of AI in business. They discuss the hype surrounding AI, the balance between optimism and realism, and the importance of understanding AI for both product teams and individual knowledge workers. Ryan shares insights on AI strategy…
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Do we all have some creative ability in us? Yes. Can we learn and grow to be more creative? Yes. Should we all be living as “creatives?” I question this. But what creativity we have, whether it’s art, ideas, businesses, innovations, or solutions to problems, how can we best go from the idea or concept, to actually doing and delivering something? I …
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Today I have the pleasure of interviewing Ring Magazine's Declan Taylor. Dec tells us about his journey from university to being one of the most renowned boxing journalists on the globe. We ask Dec about the skills of asking effective questions to how he's dealth with awkward and unengaging boxers. We go on to ask Dec about what's happening with th…
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In my experience almost everyone has a platform that provide the possibility and opportunity of influence. As a parent, as a spouse, if you work with other people, if you are involved in athletics or go to church, if you’re in school and more. Basically with anyone you are in consistent communication and/or proximity. Though to have influence you m…
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In this episode of SaaS Therapy, Todd talks with Michael Lux, Senior Director of Customer Education at Procore Technologies. They discuss the evolution of Procore from a startup to a public company, the structure of the education team, and the importance of a unified content strategy across departments. Michael shares insights on the challenges of …
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I’m tempted to start by saying, “If you’ve ever gone through a significant transition…” but I’m not going to. I bet everyone listening has had something end that they didn’t choose, and chances are 99.9% that you didn’t come through unscathed. In this episode I’m going to share a message that has been a guiding light to me in recent, difficult time…
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Unbeaten Super-Featherweight prospect Sonny Hardy talks to us about his career from his amateur days with his Father in Chalvdeon ABC in Essex to his flourishing pro career under the tutorlage of British Boxing legend and now trainer, Kevin Mitchell. Join The Box Gathering as a premium annual member in August 2025 and get a pack of our famous sparr…
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Send us a text 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, actionable data combined with firsthand customer stories can transform your CX from good to unforgetta…
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Therapy gives much focus to our past, where modern day success coaching is focused primarily on the future. I advocated coaching and had no interest in the past. That is, until I realized I wanted to understand why I kept repeating the same patterns. Today I feel both are needed in order to better understand ourselves. In the field of positive psyc…
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In this host only episode of SaaS Therapy, Todd and Casey explore the complexities of decision-making in sales and customer relationships. They introduce the concept of 'Fofu' (fear of messing up) and discuss how it leads to decision paralysis in business. The conversation delves into the importance of emotional intelligence in sales, the different…
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Welcome. I'm Kevin Miller and this is a podcast for your personal evolution. In this episode Will A Better World Really Benefit Us & If Not - What Actually Will I’ve struggled with technology and conveniences and efficiency for a long time. All our human advancements with tech and now AI and such are promoted as if they will finally make everything…
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Welcome back to Energetic Radio! In Episode 367, hosts Dale Sidebottom and Paul Campbell return to the bunker after a busy stretch and bring heartfelt stories, practical insights, and a burst of encouragement for anyone looking to add more joy and fulfilment to their life. In This Episode: Book Impact: Dale and Paul celebrate the incredible reach o…
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The two primary ingredients we think of in regards to success is talent and hard work. We tend to believe greatness comes from having above average talent and putting in your 10,000 hours. Yet if we audit everyone who has achieved relative success, we find many, maybe even most, do not have either of these. So what did they do? They just figured ou…
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In this episode of SaaS Therapy, Todd Kirk and Sean Adams discuss the importance of customer relationships in the SaaS industry. They explore Sean's unique career path from contractor to VP of Revenue, the significance of measuring customer education impact, and the challenges of navigating customer expectations. The conversation emphasizes the nee…
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We as humans tend to look at most everything with a linear perspective. Like every day and our lives are a straight trajectory that is either getting better or worse, depending on the day. We look at our desires as goals and work towards them sequentially, expecting to get closer every day on this so-called, straight line. My guest in this episode …
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This is not about working at your passions, or as my Dad, Dan Miller was famous for, finding the work you love. This is more about the tasks and activities you are engaging with in whatever work you are doing. Think about it like a football team. They are all playing football but they aren’t all playing the same position. So in the daily work you d…
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Send us a text How do you build AI governance that scales without becoming the innovation police? In our final conversation with tech lawyer Gayle Gorvett, we tackle the ultimate balancing act facing every organization: creating robust AI oversight that moves at the speed of business. From shocking federal court rulings that could force AI companie…
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In this episode of SaaS Therapy, Todd Kirk and Casey Trujillo chat with Courtney Sembler, Senior Director at HubSpot, discussing the importance of passion in both personal and professional realms. Courtney shares her journey, influenced by her mother's pioneering spirit, and emphasizes the significance of integrating personal passions into work lif…
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As you may have heard on previous episodes here, I’ve grown a distaste for the concept of validation. It seems everyone wants to talk about their feelings and perspectives and then claim their right to be validated, even if their feelings and perspectives are incredibly misguided and harming themselves and others. I began putting my focus on self-v…
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The answer? I fervently believe there is no one answer. After a lifetime pursuing personal performance and human potential, I struggle with anyone who claims to have a so called solution for what it takes to transform us. But, are there principles? And can we gain understanding of core concepts that are nuanced from one person to another? This I do…
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Send us a text When AI systems fail spectacularly, who pays the price? Part two of our conversation with global tech lawyer Gayle Gorvett tackles the million-dollar question every business leader is afraid to ask. With federal AI regulation potentially paused for a decade while technology races ahead at breakneck speed, companies are left creating …
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In this episode of SaaS Therapy, Todd Kirk and Casey Trujillo engage with John Leh, founder and CEO of Talented Learning, to explore the intricacies of customer education and learning management systems. John shares his unique journey in the learning industry, emphasizing the importance of aligning customer education with business needs and revenue…
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My only family heirloom is my Dad’s 1960s stereo console he had at boarding school. As a kid my parents listened to the music of that time and I’ll always have a special place for the likes of Barbra Striesand, The Bee Gees, and James Taylor. Around the age of seven a family friend gifted me with a transistor radio and though I had a couple dogs, m…
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In Episode 366 of the Energetic Radio Podcast, hosts Dale Sidebottom and Paul Campbell welcome Craig Randall, a global educator, consultant, and pizza enthusiast, to the show. Craig has served as a teacher and principal around the world, in Asia, the Middle East, South America, and beyond, bringing unique cultural and leadership insights to the fie…
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In the past year and a half much of my research on personal evolution has been around the concept of reality and how we perceive it, or rather, how we do not perceive it. As I gear up to offer you some new and I feel revolutionary concepts, in this episode I’m replaying a conversation I had on the topic of reality, with best selling author Jon Acuf…
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Marybone have had great success this season with 3 national champions. Today we reinvite Derry Matthews back to The Box Gathering to talk about his progress on the safe side of the ropes. We speak about their recent success, the coaching team he works with, their ring successes and the community engagement. We also talk about what Derry has learned…
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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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One of the greatest joys and fulfillments of life is helping another person. Not through the base obligations we have to family, but to reach out when we don’t have to and help lift another person up. But I find two problems that arise for most all of us; we don’t know where to plug in to really help others and when we do happen to see opportunitie…
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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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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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Most people have heard of The Inklings, the informal literary discussion group based in Oxford, England in the 1930s and 1940s, known for fostering the writing and development of fantasy and other genres and specifically the greatest writings, and friendships, of authors such as C.S. Lewis and J.R.R. Tolkien, of The Chronicles of Narnia and Lord of…
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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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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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Most of us think of ourselves as adults. But how often are we reacting and functioning with a lesser level of maturity and wisdom than we’d like? Than what is productive? My guest in this show is licensed therapist and holistic life coach, Michelle Chalfant. She has developed a psychological model called, The Adult Chair. She hosts a very popular p…
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There is a lot of content out these days about attention, attention spans, and distraction. What is with the seemingly dramatic deficit we have with attention? I know for myself, I seem to look for distraction and struggle to focus, even when I’m greatly interested in what I’m working on. I make it harder for myself when I have access to all my int…
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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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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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I find there are few things as intoxicating as someone who is really interested in you. You feel they care about you, they value you, and they are curious to hear about you. This is something you can define and do, if you understand the key components. So I have an expert on listening with us. But before I introduce them, one issue that stuck out t…
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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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