This week we are joined by <a href="https://www.linkedin.com/in/danasoza/">Dana Soza</a>, of <a href="https://customereverything.com/">customer everything.com</a>. Dana is an OG in Customer Success, and was named a 2021 Top 100 Customer Success Strategist. We talked about doing CS before CS was even a thing. Some topics we went over were:
<ul>
 <li>Creating tech and templates out of thin air</li>
 <li>Streamlining the Onboarding Process with CRM Automation</li>
 <li>Increasing Adoption by 900% (!!!)</li>
 <li>Creating a process from scratch from presales through renewal</li>
 <li>Using data to retain and upsell customers, even if they were in danger of not renewing</li>
</ul>
We also talked about Dana’s passion for helping new CSM’s find jobs, and then coaching them through all aspects of their careers.

Episode 24: Deep dive into CS Ops with David Epperly

Jeff Kushmerek, with 20 + years of software professional services experience, gets deep into the details of Customer Success, Implementation, and Professional Services in software. Joined by experts in the industry, he covers everything from ops, growing teams, selling services and products, customer success, and everything in between.