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Customer Success Services for SaaS Companies – Drive Growth & Customer Satisfaction

Our customized customer success services help SaaS companies build effective strategies, enhance customer satisfaction, and boost retention. With expert guidance and proven frameworks, we ensure your success at every stage.

Trusted Consultant to executives at these top companies.

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aveva
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consult
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CONSULT PACKAGES

TURNKEY & CUSTOM OPTIONS

for Customer-Centric Leaders

Want to build your customer success organization from the ground up using best practices?  Or do you want to validate and optimize your current state of customer success? Or something else? We have a program that can help you.  As a Top 100 Global Customer Success Strategist who has worked for the “big boys” and boostrapped startups--and everything in between—Dana Soza provides the right strategy and programs at the exact startup phase you’re at. 

Jump Start Success

KICKSTARTER

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Want to build your CS program from the
ground up using best practices?

This provides the building blocks,
templates and support needed to kickstart
your
CS Organization, Customer Success
Strategy/Program/Initiative, or CSM Group.

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CUSTOMIZER

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...Or something else?

This option is for those wanting to
achieve their outcomes through
(1) A Traditional Consulting Process
(2) Ongoing Retainer Services
(3) A Blend of Services Not Specified
(4) Or Something Else

Optimize Outcomes

OPTIMIZER

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Want to validate or optimize your Current
State of Customer Success?

This is to review and evaluate a current, or planned, CS strategy, organization, or program and provide go-forward recommendations with best practices that align to your company's goals.

Note: All packages include our signature C.S.A.T Growth Engine Tool

CSAT
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CONSULTATION TOOLS TO SUPERCHARGE GROWTH

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Product & User
Complexity

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Qualitative and Quantitative Analysis

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 C.S.A.T Growth
Engine

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Scientifically-Proven TalkTrack & Asset

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ADKAR Change
Management

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Interviews: Customer, Internal Teams, and Partners

C.S.A.T. Growth Engine Tool

Use Customer Success as a Growth Engine to Dramatically Increase Revenue & Advocacy for Saas companies with our maturity assessment

Charter

Charter focuses on mission, KPIs, activities, etc. and the socialization of those efforts company-wide.

Analytics

Analytics reveals the maturity of your customer intelligence, data health, tech stack, integrations, and more.

Strategy

Strategy looks to create and move the needle on your Customer Success GTM, services, funding model, and more.

Talent

Talent proves out what is needed to build a world-class team in areas including identification, onboarding, retention, and more.

Some Outcomes our Clients Have Achieved

10X+
results doubled
30% customer satisifaction
2K-10K RESULT

See Results Our Consulting
Clients have Achieved

     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

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    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

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