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Customer Success is still such a new concept that few people know how to help and even fewer are experts!  As a Top 100 Global Customer Success Strategist, I want to change all that.  Enter Turnkey Customer Success.  It's now simple and easy to get you up and running fast, so you can concentrate on what's most important: Your, and your customer's success.  

Working on Bean Bag Chairs



for New and Seasoned CSMs and CS Leaders

As a coach, my goal is to make coaching affordable with turnkey solutions and templates that get you what you need quickly.  Why?  Because I want you investing your time in your customer success career...not coaching to get you there. Coaching in customer success is a niche offering with few experts who can help, so it can be cost-prohibitive. But I make it easy with simple standard offerings to get you on the road to success quickly and effortlessly.  Find out more below!​ 



Are you a newbie or seasoned CS professional and want to land your dream CS job, but need a plan to get noticed & hired quickly with a little help from an expert?  

Get that dream customer success job with a CS expert by your side!




Are you a CSM or CS Leader needing to rock your 1st 90-days? Or a CS professional deserving of a promotion, or perhaps better opportunities elsewhere?

Get what you deserve with a coach guiding you to success!




Do you have some burning questions you want to run by a customer success expert?  Book an Ask Me Anything Hour.

Gain clarity or create a plan with an Ask Me Anything hour!​




Are you a Searcher, Climber, or CS Leader (Crusher) needing a custom plan to fit your needs?

Create your custom coaching plan during a discovery call!


Creative Working



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. 

All packages include our signature CustomerSuccess-as-a-GrowthEngine Assessment


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.


...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


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.

Our Signature
CustomerSuccess-as-a-GrowthEngine Assessment

A Maturity Assessment that Dramatically Increases Post-Sales Revenue for SaaS Companies

Our proven maturity assessment for SaaS companies analyzes and benchmarks your “customer-success-as-a-growth-engine” maturity. It analyzes 60 total data points, including 5 maturity stages, 4 categories (Charter, Strategy, Analytics, and Talent, AKA C.S.A.T.), and 3 rating score assessments.

Outcomes include:

  • Dramatically increases customer satisfaction (CSAT) 

  • A roadmap to achieve best-in-class Growth-Engine ability, one stage at a time.

  • Recommended actions to skip and jump 1-2 stages of Growth-Engine Maturity in as little as 1 month! 

  • Increased VC and PE investor demand, competition, and interest in funding your next stage of growth!








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

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


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


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

Running Up


How to Land and Succeed in the Customer Success Profession



Learn how the 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: 



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 your 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 and learn to apply the 4 P's 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 win at work.

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

eBook Download
Success Case


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



Clients' story


​Customer Success Manager

“ 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!


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. ”

Working Together on Project
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