
The Customer Success Playbook
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 to you the voices of seasoned and revered professionals in the field. Our episodes have seen the likes of Sue Nabeth Moore, Greg Daines, Jeff Heclker, James Scott, David Ellin, and David Jackson, who have generously shared their expertise on a variety of pertinent topics.
We’ve delved into the intricacies of Profit and Loss Statements in Customer Success with Dave Jacksson, explored the potential of Customer Success Platforms with Dave Ellin, and unravelled the role of AI in Customer Success with all guests. With Sue, we navigated the waters of Organizational Alignment, while Greg brought to light strategies for Reducing Churn. Not to be missed is James insightful discourse on the Current Trends in Customer Success and Jeff’s thoughts on Service Delivery in CS.
Each episode is crafted with the intention to ignite curiosity and foster a culture of continuous learning and improvement among customer success professionals. Our discussions transcend the conventional, probing into the proactive approach, and the evolving landscape of customer success.
Whether you’re a seasoned veteran or a newcomer to the industry, our goal is to propel your customer success prowess to greater heights. The rich tapestry of topics we cover ensures there’s something for everyone, from the fundamentals to the advanced strategies that shape the modern customer success playbook.
Our upcoming episodes promise a wealth of knowledge with topics like CS Math, Training, AI, Getting hired in CS, and CS Tool reviews, ensuring our listeners stay ahead of the curve in this fast-evolving field. The roadmap ahead is laden with engaging dialogues with yet more industry mavens, aimed at equipping you with the acumen to excel in your customer success journey.
At “The Customer Success Playbook,” our zeal for aiding others and disseminating our expertise to the community fuels our endeavor. Embark on this enlightening voyage with us, and escalate your customer success game to unparalleled levels.
Join us on this quest for knowledge, engage with a community of like-minded professionals, and elevate your customer success game to the next level. Your journey towards mastering customer success begins here, at “The Customer Success Playbook.” Keep On Playing!!
The Customer Success Playbook
Customer Success Playbook Podcast S3 E72 - Adrian Swinscoe - Enhancing Customer Experience with AI
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Customer success. Hi everyone. Welcome back to the Customer Success Playbook podcast. I'm your host, Roman Reon. Kevin Metzker, my cohost, still not with us. I don't know where he is at, uh, where he is at. We'll, we'll, uh, we'll, we'll, we have a word on the street. We're trying to find him, but we are wrapping up our, our three part series with Adrian Skoe, and today we're gonna explore how to keep AI from becoming just another buzzword, right? We've hear so much of a ai, but that is not just become a buzzword. So. Adrian, uh, let's start here. AI tools are flooding the market. I just met with a, um, one of our partners yesterday, they were talking about the Gartner Magic Quadrant box, and they said there were like 60 some new AI tools in this one box. And they're, you know, just, it, it's, it's overwhelming, right? Um, but as these tools flood the market, you know, self-service and personalization are, are, are to the forefront. But how, how do companies ensure these tools feel human instead of generic? How do they make sure they get operational efficiency without losing that, that, that, that customer experience? And, and how can businesses, I mean, I know I'm asking you three questions in one here, but how do you avoid tech for, for tech's.
Adrian Swinscoe:So I think the last point is a really important one because I think what we, the tech protect sake thing is we see a lot of that, you know, it is like this, this range of kind of like, uh, like hype waves. You know, if you kinda go back sort of like five years, it's like in 2020 the pandemic, it was chatbots, right? And then I think it was possibly blockchain and then it was the Metaverse, and then it was congenitally and then it's Geogen ai and it's like, it, it's these series of waves. And I think that the. So technology's moving fast. That's that, that, that's true. But we shouldn't just be buying technology, like thinking it is a spanner and thinking about, oh, where can I apply it? As it were. I think here's the thing that we need to do, is we need to. Educate ourselves on, on the art of the possible. So we need to kinda like basically upscale ourselves in terms of understanding what this technology is and what it can do. But then rather than actually starting from a tech perspective and thinking about what experience that we can deliver. And so you buy the tool and then think about what you can do with it. We actually need to kind of like educate ourselves on what the art of the possible is, and then start, then imagine what is it that we want to create. And why? And then work backwards from there in terms of what is the tech and what is the data that we need to in order to, to fulfill that now. Because if you do that, then you're gonna get a better idea of what you're working towards and that gives you a bit more of a, uh, of an insight and what sort of tools you need to employ in order to achieve that experience. Right now, I think we're working from a tech data and experience kind of perspective where actually we should work on the flip is like start from an experience, data and sort of tech. Perspective. And if we do that, we'll also get a better idea of one, having a strategy of what we wanna do,'cause it and leads, it'll lead us towards our kinda like vision. But by doing that, we can also kinda start getting greater clarity of how do we deliver ROI out of some of the, our initiatives. Because otherwise it's, it's like, oh, well buy this and then things will get better. No, let's kind of like. Be deliberate about what we're gonna do, what's our vision, what's our strategy to try and achieve that? What, what tools and things are we're gonna, uh, um, employ to in order to, to do that. And then we can think about, okay, how does that tie to the enablement and achievement of our business and commercial objectives, which will then help us deliver kind of ROI. Uh, love
it. So I, I know you're all over CX and, and, and you're talking to tons of organizations and obviously you're a consumer and customer yourself. For you, Adrian, what's a company that's doing AI right from, from a CX perspective?
Adrian Swinscoe:I, so there a lot of people talk about operational efficiency, right? And their productivity gains. But I actually think what's interesting about this, these new, new version of technologies is it gives us choice if you do it right, it gives us choice. And one of the best examples I've heard of a company that is leveraging some of these tools was, I think they're an e-commerce company and they've used AI and automation to, to, to free up a lot of their agents from doing some of the simpler tasks. So. The large percentage of the simple inquiries are all automated through either through a chat bot or through an a, you know, an automatic answer engine or, or whatever it might be, and that's freed up all sorts of time for their agents. Now, some people might go, great, we can reduce headcount, or we can redeploy people into other parts of parts of the, the business. They're like going, no, but that's not aligned with our brand. Actually, what we want to do is we want to. You know, we are, we've always been customer first and actually what they, they've chosen without additional capacity. They've chosen to turn the phones on. Because they, they've never been able to do that before.'cause they didn't have the bandwidth to do it. So they're just for a brand. Okay. We're we're just chat and email and messaging and social media sort of thing because that took up all their time. They didn't have the time to turn the phones on. But now because they've automated a whole bunch of stuff and free up a bunch of space, they're like going, let's turn the phones on, then we can talk to customers, solve more complex problems, kind of get to know them a bit better, build relationships with them. And I think that's a brilliant kinda like way because it's actually not necessarily the normal thing. That you would expect or not, that's not part of the normal narrative that's going around the, around the industry. So that's what I mean about having that vision about what you wanna do and a strategy to achieve it.'cause understand that within that you have choice. It will give you choice if done right. And then it's up to you to decide what you want to do with that, that, that, that extra capacity that you're gonna free
up. Yeah. I love it. That's completely, uh, I, I love that example because that's the opposite of what I typically hear. Right. And, and it's reduced, reduce. Reduce, and then. Yes, you saved some money, but you've created friction other places and, and you know, it's tough. It's tough. Uh, I love it. Um, so la well last question here on ai. Um, any kind of, from your experience, like any ethical considerations that you think we should be talking about more with it? Uh, you know, I don't, we don't get into this a whole bunch, Adrian, but I'd love to hear your perspective.
Adrian Swinscoe:I think there's two things I would say. First of all, I would say that we're not talking enough about the energy consumption needed to power generative models and just general AI in, in general across the, you know, the, the tech space. Yeah. That's a big deal. People are talking about building nuclear plants to power some of these data, these data centers and, and then going up at a rate and it's this bit like, wow, that's crazy. Um, I think. That, that's based on where we are right now. I think the, we've sold with people like Deep Seek that have been able to do some, do some things differently on the engineering side and the algorithmic side, which means that the energy consumption is, is much kinda lowered, but broadly, energy consumption is, is a big deal that we need to think about, particularly when we think about the, the broader context that we're about climate change and things. That's kinda the one thing. And the second thing, um, we don't talk about. A lot. We actually don't, don't think, we don't talk, talk about it at all. And, and that is a lot of the low paid labor that goes into data annotation, much of which is, uh, located in the global south. So we get all this stuff and all this power and this technology and stuff, but it's relies on. Possibly a lot of exploitation.
I'm glad. Thanks for bringing both those up. Uh, you, those are definitely ones that you don't hear hardly anything about. Right. Uh, and, and, and, and definitely huge, huge impacts on, on, on our world. So, uh, Adrian, thanks so much for joining us. I really enjoyed getting to talk to you here and, and learning more from you. This has been terrific. I gotta ask before we go, you got a favorite punk band?
Adrian Swinscoe:Uh, I have two. Two. All right. Um, Fugazi.
Fugazi. Yeah.
Adrian Swinscoe:And
Bad religion. Uh, bad religion. All right. Well, awesome, ju I, I, I've loved it so much. There is a 99.4% chance I'll listen to God save the Queen from, uh, the Sex Pistols today. I know that'll be on my playlist at some point. Uh, but, uh. Adrian. Brilliant stuff. I really enjoy, uh, having you on the show to our audience. Definitely check out Adrian's books. Uh, you can find them. Uh, Adrian. Where can we, I'll let you, where can our audience best find your books? Where do you wanna direct'em?
Adrian Swinscoe:Uh, I mean. I'm just look me up. It's like Adrian Scoe, you know, S-W-I-N-S-C-O-E. Look me up on the, uh, or whether it's Amazon or the internet, you'll find my website. You'll find me on LinkedIn. You'll find me on the pod. If I'm the me on the Punk CX podcast, do that and hit links or subscribe or buy a book or whatever it might be. Or send me a message kind of like, and just to say hi, and then, you know, that's all good.
That's awesome. We'll definitely check him out. I was gonna say, I was gonna say Amazon because I know when I, when I pull you up, Amazon's the first thing that pulled up, but I wasn't sure if that's the best place. But you're on there. You'll find them. Grab the book. Terrific stuff. So that's the end of our three part series to our audience. We really appreciate, appreciate you listening. Make sure you, uh, if you like the show, subscribe, rate it, share it with your friends and colleagues. You can connect with, uh, Adrian on LinkedIn. Adrian's on LinkedIn. So reach out to Adrian on LinkedIn, like again, check out his website. Uh, myself, I'm on LinkedIn at Roman Trevon. Ping me, reach out. Let us know what you liked on the show. Guests you'd like to have us on topics, et cetera. We're always happy to connect. Uh, Kevin, who wasn't able to join us, Kevin Metzker you, he's on LinkedIn at Kevin Metzker and then our Customer Success Playbook page on LinkedIn as well. Check that out. You'll see upcoming shows, clips, what's happening on the show, et cetera, and we'll ha we'll be back with more strategies for your customer success playbook. Until next time, audience, keep on playing.