121 Coaching

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.

My promise to you: 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.

Customer Success Career Evolution

Option #1

Career Newbie

Learn Your ABC's

Assess your: Strength, weakness, skill transference, purpose, values, impact and more.

Build your: Customer success credibility & knowledge, CSM Top Applicant score, resume, "uniquely you" statement, networking skills and more.

Capture: Employer attention, open customer success positions, ideal interviews, perfect answers, negotiating tactics, perfect job, desired salary and more.

Option #2

Career Climber

.......and 1, 2, 3's

  1. Become irreplaceable & ridiculously marketable: with our succeed plays, employer health scoring, collaboration strategies, toolkit creation, cheat sheets and more.
     

  2. Master your CS competencies: using our employment scorecard, employment success equation. CS position decision marker and more.
     

  3. Win that promotion: by addressing three key variables to maximize success, expanding our employment success equation, developing your prescriptive growth engine and more.

Option #3

Career Crusher

....with an ace up your sleeve

The "Secret Weapon" your boss doesn't know about. Use my in-depth customer success skillset; and take all the credit! Do you need help with...?

  • Segmentation & engagement strategies

  • Playbook & Success Plan creation

  • Funding model

  • Comp/Bonus creation

  • KPI development

  • Onboarding & Handoff tactics

  • Recruiting methods

What You Can Expect

Land that customer success role with or without direct experience:

Using our Landing Plays, including career pivot strategies, resume revamp. kick ass cover letters, ATS tricks, self-assessments and a lot more.

Negotiate to success:

With our Do-The-Unexpected Toolkit.

Leap from here to there with lightning speed:

Using our Land and Succeed Plays.

Bypass the line of hundreds of applicants with hacks that win you interviews:

Linkedin strategies, credibility tactics, reflected glory building, targeted promotion. community contributions and much more.

Prepare for your promotion:

Using our Employment Scorecard.

Find your voice:

By establishing then learning how to powerfully position your chosen customer success focus around growth and retention.

Gain confidence during interviews when discussing customer success:

With a crash course in its delivery through our Employment Journey Playbook guide.

Make you irreplaceable and ridiculously marketable:

With our Succeed Plays, including employer health scoring, collaboration strategies, toolkit creation, cheat sheets and more.

Build your success momentum:

Make the leap now by starting the creation process now, including a scalable customer success business case, revenue models, presenting to the board and more.

Stop applying & start strategizing:

Use our Employment Scorecard to determine the area(s) that will catapult you to success the quickest, including personal brand top applicant scoring, onboarding, and so much more.

Expand your reach and influence:

Develop your own prescriptive success engine, including GTM, funding model, analytics and more.

Ensure your success:

Crawl, walk the run using a tried-and-true piloting process and communication strategy.

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"Let's Chat"

FOR

STARTUP & GROWTH-STAGE COMPANIES

If you are a founder or executive at a startup or growth-stage SaaS organization wanting to optimize, roll out, or build your customer success department and delivery from the ground-up, then let's talk CS Strategy!

FOR

CUSTOMER SUCCESS PROFESSIONALS

If you are a founder or executive at a startup or growth-stage SaaS organization wanting to optimize, roll out, or build your customer success department and delivery from the ground-up, then let's talk CS Strategy!

FOR

CUSTOMER SUCCESS

NEWBIES

If you are a founder or executive at a startup or growth-stage SaaS organization wanting to optimize, roll out, or build your customer success department and delivery from the ground-up, then let's talk CS Strategy!

Book A Free Discovery Call

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What to Expect From a Discovery Call

I work with clients in various ways and have several options for turn-key as well as custom solutions to best fit your goals and budget.

Our discovery call helps us assess if we’re a great fit for each other, and what we would work on together going forward.  I want to learn about you! 

Book a Free Call Today!

"Let's Chat"

FOR

STARTUP & GROWTH-STAGE COMPANIES

If you are a founder or executive at a startup or growth-stage SaaS organization wanting to optimize, roll out, or build your customer success department and delivery from the ground-up, then let's talk CS Strategy!

FOR

CUSTOMER SUCCESS PROFESSIONALS

If you are a Customer Success Professional (CSP) ready for a promotion and want to learn more about our one-to-one coaching, then let's get you that promotion!

FOR

CUSTOMER SUCCESS

NEWBIES

If you are a Customer Success newbie, or hopeful-entrant wanting to break into the exciting customer success space and want to learn more about our one-to-one coaching, then let's get ready to make your mark your customer success!

Testimonials

As I was pivoting my career to Customer Success, a peer who recently made the transition recommended the ebook, “How To Land & Succeed in a Customer Success Career”. I then reached out to the author, Dana Soza, who kindly took the time to connect multiple times, until I became a client. The time invested in having Dana Soza guide me to my next move was, in a word, life-changing! Dana brings many years of wisdom and instinct to this process. She uniquely using the “rear-view mirror”, to draw upon my past experiences and the “windshield” to offer keen and predictive insights into what I really needed to focus on for my next move. I highly recommend Dana as an invaluable resource that every career-minded professional should leverage and I look forward to continue working with this incredible coach!

Bertil Weil

Customer Success Executive

BetterCloud