ABOUT US

It all started when our CEO, Dana Soza, saw a gap in the market between available CS jobs and a plethora of CS Newbies wanting those jobs during the height of COVID. That was the impetus.

A simple Linkedin article to help them morphed into a 4-part eBook, into a CS coaching practice, into a Customer Success Consulting Firm.

So, at our core, we’re a young, hip, lean and mean coaching and consulting firm that was created to find & fill gaps using customer success  principles.

 

How? By using tried and true customer success methodology, and applying it everywhere. Everything from CS employee onboarding to Customer Success Professional Development programs; From customer journey mapping to high, mid, low, and tech touch programs; From QBR development and everything in between.

 

And we do it all in a turnkey format. That’s what makes us different.

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WHY US

Consulting and coaching are typically heavy on customization based on client needs, especially in customer success. This is because it’s still in its infancy, so best practices and one-size-fits-all is tough to accomplish. But that’s exactly what I aim to achieve:

Turnkey templates, solutions, and processes that you can customize yourself on-demand, with just a little advisory help from me, when and where you need it most.

Budget friendly solutions to handle your “Customer Everything” needs using turnkey, plug-and-play templates and processes that help both you and your customers.

Outcome-driven advisory sessions to guide you on the right path, or provide solid go-forward recommendations using tried and true customer success methodology and best practices.

Fast and reliable answers when and where you need it most. Insightful maturity assessments to determine your organization’s strengths and areas of improvement.

 
 
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EBOOK

How to Land and Succeed in the Customer Success Profession

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PART ONE

Learn how Gainsight's 10 Laws of Customer Success can be used to find your first customer success job and succeed in your first year as a Customer Success Manager!  You’ll learn how to: 

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PART TWO

Take your newly acquired Customer Success Manager position and parlay it into a coveted Director of Customer Success position!  You’ll: 

  • Pursue the right employer  

  • Make you and your employer wildly successful 

  • Gain a company's loyalty 

  • Accelerate the hiring process 

  • Guarantee the achievement of your bonus plan

  • Differentiate yourself from the masses, and much more!  

  • Receive Two (2) FREE scorecards to gauge your Employment Success thus far by applying the 4 Ps of Customer Success.

  • Use the Customer Success Equation to win a promotion.

  • Learn to flip your perspective to catapult your success.

  • Practice actionable tactics to truly "win" at work.

  • Gain insider knowledge on how customer success works, and more more!

 

Our Services

I work with clients in various ways and have several options for turnkey and on-demand services that best fit your goals and budget. Whether you’re new to customer success trying to break in, a founder wanting to start things right, or a customer success professional who is looking for guidance and best practices, I can help.  See my services below.

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Individuals

Have a few burning questions you need answers to? Book me for an "AMA Hour" and get the clarity you're looking for.

COACH

Business Consultation

CONSULT

SaaS Companies

During our 121 time together, we will evaluate, position, and package your expertise and needs so that you are seen as a competent and experienced customer success professional.

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TRAIN

CS Professionals

Use this space to introduce yourself and share your professional history.

Business Meeting

ON-DEMAND

#CECLUB

The #CUSTOMEREVERYTHING CLUB

"I'm perfect for Customer Success —
I just need a chance to prove myself."

* In 30 days or less, no matter what package you choose, you will eliminate confusion and have gained a clear action plan that achieves your specific & desired outcomes.

 
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How we work

For Consult & Train Turnkey Services follow this path with us to success.

Schedule Your Consultation

Design Your Program or Training

Execute with an Expert

Achieve your Success Goals

Go to our “Our Services” page > select the turnkey offering that best fits your needs  > schedule your free consultation now.

Use turnkey building blocks to design program or training based on your business goals and budget.

Execute on advised strategy using the curated templates and expert hours needed to achieve success.

(Train: Schedule & execute training)

Iterate on the tools & insights provided to scale up for years to come to gain success for your customers, company, employees, and ultimately success for all.  

 

Testimonials

Let our partners tell you that we are the most professional.

     It is rare to meet anyone as enthusiasm for improving customer experience and making them successful as Dana. She has excellent communication skills and is able to deliver findings and recommendations in an effortless way making her easy to work with as a trusted advisor and trusted colleague." Claudia Belardo, VP of Customer Success & Experience Transformation, IFS

​“

         Dana is a superstar Customer Success (CS) professional. Smart, caring, always helping others. She is super-organized, analytical, and has strong strategic planning skills. Finally, she is absolutely pleasant to be around and extraordinary kind-hearted. A great human being!" Paul Zak, Founder & Chief Immersion Officer, Immersion Neuroscience

​“

         From the first day I met her I was impressed. While at D&B she immersed herself into learning the business, internal networks and of course, her clients. It was highly evident that she is dedicated to being successful in her role AND being seen as a trusted advisor to her clients." Lisa HaysDirector of Customer Success, Dun & Bradstreet

​“

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Clients' story

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​Customer Success Manager

“...my lack of clarity was around how I perceived myself professionally, how much I doubted my instincts that I could be doing better, and my tendency to choose roles at companies that couldn’t offer what I needed. Our engagements gave me the momentum I needed to stop screwing around and start asking for what I deserved.”

Success case

Dana Soza Customer Solutions provides desired outcomes for its clients while delivering an exceptional customer experience.  Read on to learn about some of the success our clients have received. Then contact us so we can achieve the same for you!

 
 
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Global Strategic Accounts

 “Dana helped me create my story as I was pivoting into Customer Success.  You need to be ready to go down the rabbit hole...all the way down, because she makes it her personal mission to get you where you need to go. ”

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