Katie McAdams

Series

Title

class

topic

Editorial

In Perspective

All hands on deck

Perspective

Testimonial

Editorial

In Perspective

All hands on deck

Perspective

Testimonial

In this panel discussion, we discuss the key challenges that MSPs face in driving renewals, cross-sells, and upsells.

Marley Wagner

Moderator

Head of Customer Success Programs & Strategy

Everhealth

Marley is Head of Customer Success Programs & Strategy at EverHealth and a recognized leader in digital CS and CX for B2B SaaS. With over a decade of experience across roles in marketing, customer success, and operations, she’s built scalable engagement programs that drive retention and efficiency—driving metrics such as tripling user time on platform or cutting onboarding time in half. Previously VP of Marketing & Digital CS at ESG, Marley led high-impact initiatives for global enterprise clients and has helped define and shape what modern, digital-first customer success looks like in today's world.

Marley Wagner

Moderator

Head of Customer Success Programs & Strategy

Everhealth

Marley Wagner

Moderator

Head of Customer Success Programs & Strategy

Everhealth

Paul Bernstein

Co-Founder

LIFTinnovate

Paul is an innovation consultant with over 25 years of experience driving strategic growth and customer-centric innovation. As CEO and Co-Founder of LIFTinnovate, he leads global consulting initiatives that help enterprise clients turn customers into lifelong advocates. He previously spent over a decade at Cisco, where he served as Global Client Executive and led major business transformation programs for Fortune 500 organizations. Paul currently advises digital services firm Future Bridge Solutions on corporate strategy and digital acceleration.

Paul Bernstein

Co-Founder

LIFTinnovate

Paul Bernstein

Co-Founder

LIFTinnovate

Alyssa Nolte

CEO

Truvue

Alyssa is the CEO of truue and a seasoned operator with over 10 years of experience across startups, consulting, and customer success. She also serves as a Principal Consultant at Ology, helping teams uncover market insights and drive customer-led growth. A serial founder and two-time podcast host, Alyssa brings a sharp perspective on leadership, GTM strategy, and team dynamics. Her career spans business building, strategic advisory, and community-driven content, all rooted in a passion for helping others think differently and move faster.

Alyssa Nolte

CEO

Truvue

Alyssa Nolte

CEO

Truvue

Eric Dost

Head of Customer Success

SmarTrak.ai

Eric is a customer success and account management leader with over 10 years of experience in SaaS, healthcare, and telecommunications. He currently leads Customer Success at SmarTrak.ai, helping clients unlock sales opportunities through data-driven automation. Prior to this, Eric managed outreach and partner development at Shields Health Solutions, supporting patient access programs across major U.S. healthcare systems, and held progressive customer-facing roles at Granite Telecommunications. Eric brings a hands-on, client-first approach and a strong track record of improving customer outcomes.

Eric Dost

Head of Customer Success

SmarTrak.ai

Eric Dost

Head of Customer Success

SmarTrak.ai

Events

Discover All

Builder's Hour: AI

Online

Dec 11, 2025

Demonstration

Planhat

Planhat Portals: Builder's Hour

Online

Nov 20, 2025

Demonstration

Enablement

Planhat

Planhat AI: Builder's Hour

Online

Oct 2, 2025

Demonstration

Planhat

Making Impact Impossible to Ignore

Manchester

Oct 2, 2025

Meet-Up

Community

Mastering Customer Success for MSPs

Online

Sep 4, 2025

Panel

Customer Success

Retention

What customers think about AI Agents

Online

Jul 16, 2025

Panel

Customer Success in Manchester

Manchester

Apr 25, 2024

Meet-Up

Community

Enhancing, Not Replacing Human Connections

Manchester

May 1, 2025

Panel

CS Happy Hour in Indianapolis

Indianapolis, IN

Feb 18, 2025

Meet-Up

Community

CS Week New York City '25

New York City, NY

Sep 30, 2025

Meet-Up

Community

Lunch&Learn Digital Customer Success

Online

Mar 19, 2025

Panel

Customer Success

Accelerating Growth Through Customer Success

Online

Apr 2, 2025

Panel

Customer Success

Accelerating Growth Through Customer Success

Online

Apr 9, 2025

Panel

Customer Success

The J-curve in CS

Online

Feb 13, 2025

Panel

Customer Success

Community in Motion

Online

Nov 19, 2024

Panel

Community

Retention Through Education

Online

Oct 30, 2024

Panel

Retention

Exploring the roles of Customer Success

Online

Sep 18, 2024

Panel

Customer Success

The Advantage of Emotional Intelligence

Online

Aug 14, 2024

Panel

The Art of Renewals

Online

Jul 10, 2024

Panel

Renewals

Selection to Optimization

Online

Jun 27, 2024

Panel

Tools

Mastering AI in Customer Success

Online

May 29, 2024

Panel

Outstanding Customer Experience at Scale

Online

Apr 28, 2024

Panel

Scaled CS

Powering Customer Retention in 2024

Online

Jan 24, 2024

Panel

Retention

Redefining Customer Success for 2024

Online

Dec 13, 2023

Panel

Customer Success

3 Top Challenges for a CSM 2023

Online

Nov 29, 2023

Panel

Careers

How to Hit 120% NRR in 2024

Online

Jan 31, 2024

Panel

Retention

Driving Growth and Retention

Online

Feb 14, 2024

Panel

Customer Analytics

It’s Worth the Risk

Online

Mar 27, 2024

Panel

Risk

Educating Tomorrow's CS Leaders

Online

Jan 11, 2022

Panel

Careers

How to be a Leader on Lagging Metrics

Online

Jan 27, 2022

Panel

Customer Analytics

A Guide to Stakeholder Mapping

Online

Feb 16, 2022

Panel

Customer Success

How to Scale CS from Start-Up to Enterprise

Online

Mar 8, 2022

Panel

Leadership

How to Fight Churn as a CSM

Online

Mar 30, 2022

Panel

Churn

Growing ARR as a CSM

Online

May 10, 2022

Panel

Revenue

CCO: Why You Need One (and How to Become One)

Online

Jun 7, 2022

Panel

Leadership

How to Create True Customer Advocates

Online

Jun 22, 2022

Panel

Community

How CS Can Prepare for VC Funding

Online

Jul 6, 2022

Panel

Markets

Being the First CSM at a Company

Online

Aug 24, 2022

Panel

Careers

Let’s Break the Echo Chamber

Online

Sep 14, 2022

Panel

Customer Success

How to Get Promoted as a CSM

Online

Sep 28, 2022

Panel

Careers

How CFOs stay ahead by planning smart

Online

Oct 4, 2022

Panel

Leadership

The Secret to Unlocking Growth and Efficiency

Online

Nov 1, 2022

Panel

Revenue

Net Revenue Retention in CS

Online

Apr 26, 2022

Panel

Revenue

Managing a Large Number of Customers

Online

Nov 15, 2022

Panel

Scaled CS

Planhat Experts: State of Customer Success

Online

Nov 30, 2022

Panel

Customer Success

How to Do CS Remotely

Online

Jan 18, 2023

Panel

Productivity

How to Do High Touch Customer Success

Online

Feb 1, 2023

Panel

Productivity

CS Career Navigation

Online

Mar 1, 2023

Panel

Careers

How to Do High Touch Customer Success

Online

Mar 15, 2023

Panel

Productivity

Where Will the CS Pendulum Stop?

Online

Apr 5, 2023

Panel

Customer Success

My Customers are Churning: What Do I Do?

Online

Apr 19, 2023

Panel

Churn

What Does it Take to be a Head of CS?

Online

May 10, 2023

Panel

Careers

My Customers are Churning: What Do I Do?

Online

May 25, 2023

Panel

Churn

How to Use CX as a Key Differentiator

Online

Jun 6, 2023

Panel

Customer Success

Career Options in CS

Online

Jun 21, 2023

Panel

Careers

What Does it Take to be a Director of CS?

Online

Jul 5, 2023

Panel

Careers

What Does it Take to be a VP of CS?

Online

Aug 17, 2023

Panel

Careers

CSMs Role in Customer Onboarding

Online

Aug 30, 2023

Panel

Onboarding

What Does it Take to be a CCO?

Online

Sep 13, 2023

Panel

Careers

Mastering Change Management as a CSM

Online

Sep 27, 2023

Panel

Careers

Find Patterns and Drive Outcomes Proactively

Online

Oct 11, 2023

Panel

Customer Analytics

Private Equity: Investing in Customer Success

Online

Oct 25, 2023

Panel

Markets

Builder's Hour: AI

Online

Dec 11, 2025

Demonstration

Planhat

Planhat Portals: Builder's Hour

Online

Nov 20, 2025

Demonstration

Enablement

Planhat

Planhat AI: Builder's Hour

Online

Oct 2, 2025

Demonstration

Planhat

Making Impact Impossible to Ignore

Manchester

Oct 2, 2025

Meet-Up

Community

Mastering Customer Success for MSPs

Online

Sep 4, 2025

Panel

Customer Success

Retention

What customers think about AI Agents

Online

Jul 16, 2025

Panel

Customer Success in Manchester

Manchester

Apr 25, 2024

Meet-Up

Community

Enhancing, Not Replacing Human Connections

Manchester

May 1, 2025

Panel

CS Happy Hour in Indianapolis

Indianapolis, IN

Feb 18, 2025

Meet-Up

Community

CS Week New York City '25

New York City, NY

Sep 30, 2025

Meet-Up

Community

Lunch&Learn Digital Customer Success

Online

Mar 19, 2025

Panel

Customer Success

Accelerating Growth Through Customer Success

Online

Apr 2, 2025

Panel

Customer Success

Accelerating Growth Through Customer Success

Online

Apr 9, 2025

Panel

Customer Success

The J-curve in CS

Online

Feb 13, 2025

Panel

Customer Success

Community in Motion

Online

Nov 19, 2024

Panel

Community

Retention Through Education

Online

Oct 30, 2024

Panel

Retention

Exploring the roles of Customer Success

Online

Sep 18, 2024

Panel

Customer Success

The Advantage of Emotional Intelligence

Online

Aug 14, 2024

Panel

The Art of Renewals

Online

Jul 10, 2024

Panel

Renewals

Selection to Optimization

Online

Jun 27, 2024

Panel

Tools

Mastering AI in Customer Success

Online

May 29, 2024

Panel

Outstanding Customer Experience at Scale

Online

Apr 28, 2024

Panel

Scaled CS

Powering Customer Retention in 2024

Online

Jan 24, 2024

Panel

Retention

Redefining Customer Success for 2024

Online

Dec 13, 2023

Panel

Customer Success

3 Top Challenges for a CSM 2023

Online

Nov 29, 2023

Panel

Careers

How to Hit 120% NRR in 2024

Online

Jan 31, 2024

Panel

Retention

Driving Growth and Retention

Online

Feb 14, 2024

Panel

Customer Analytics

It’s Worth the Risk

Online

Mar 27, 2024

Panel

Risk

Educating Tomorrow's CS Leaders

Online

Jan 11, 2022

Panel

Careers

How to be a Leader on Lagging Metrics

Online

Jan 27, 2022

Panel

Customer Analytics

A Guide to Stakeholder Mapping

Online

Feb 16, 2022

Panel

Customer Success

How to Scale CS from Start-Up to Enterprise

Online

Mar 8, 2022

Panel

Leadership

How to Fight Churn as a CSM

Online

Mar 30, 2022

Panel

Churn

Growing ARR as a CSM

Online

May 10, 2022

Panel

Revenue

CCO: Why You Need One (and How to Become One)

Online

Jun 7, 2022

Panel

Leadership

How to Create True Customer Advocates

Online

Jun 22, 2022

Panel

Community

How CS Can Prepare for VC Funding

Online

Jul 6, 2022

Panel

Markets

Being the First CSM at a Company

Online

Aug 24, 2022

Panel

Careers

Let’s Break the Echo Chamber

Online

Sep 14, 2022

Panel

Customer Success

How to Get Promoted as a CSM

Online

Sep 28, 2022

Panel

Careers

How CFOs stay ahead by planning smart

Online

Oct 4, 2022

Panel

Leadership

The Secret to Unlocking Growth and Efficiency

Online

Nov 1, 2022

Panel

Revenue

Net Revenue Retention in CS

Online

Apr 26, 2022

Panel

Revenue

Managing a Large Number of Customers

Online

Nov 15, 2022

Panel

Scaled CS

Planhat Experts: State of Customer Success

Online

Nov 30, 2022

Panel

Customer Success

How to Do CS Remotely

Online

Jan 18, 2023

Panel

Productivity

How to Do High Touch Customer Success

Online

Feb 1, 2023

Panel

Productivity

CS Career Navigation

Online

Mar 1, 2023

Panel

Careers

How to Do High Touch Customer Success

Online

Mar 15, 2023

Panel

Productivity

Where Will the CS Pendulum Stop?

Online

Apr 5, 2023

Panel

Customer Success

My Customers are Churning: What Do I Do?

Online

Apr 19, 2023

Panel

Churn

What Does it Take to be a Head of CS?

Online

May 10, 2023

Panel

Careers

My Customers are Churning: What Do I Do?

Online

May 25, 2023

Panel

Churn

How to Use CX as a Key Differentiator

Online

Jun 6, 2023

Panel

Customer Success

Career Options in CS

Online

Jun 21, 2023

Panel

Careers

What Does it Take to be a Director of CS?

Online

Jul 5, 2023

Panel

Careers

What Does it Take to be a VP of CS?

Online

Aug 17, 2023

Panel

Careers

CSMs Role in Customer Onboarding

Online

Aug 30, 2023

Panel

Onboarding

What Does it Take to be a CCO?

Online

Sep 13, 2023

Panel

Careers

Mastering Change Management as a CSM

Online

Sep 27, 2023

Panel

Careers

Find Patterns and Drive Outcomes Proactively

Online

Oct 11, 2023

Panel

Customer Analytics

Private Equity: Investing in Customer Success

Online

Oct 25, 2023

Panel

Markets

Builder's Hour: AI

Online

Dec 11, 2025

Demonstration

Planhat

Planhat Portals: Builder's Hour

Online

Nov 20, 2025

Demonstration

Enablement

Planhat

Planhat AI: Builder's Hour

Online

Oct 2, 2025

Demonstration

Planhat

Making Impact Impossible to Ignore

Manchester

Oct 2, 2025

Meet-Up

Community

Mastering Customer Success for MSPs

Online

Sep 4, 2025

Panel

Customer Success

Retention

What customers think about AI Agents

Online

Jul 16, 2025

Panel

Customer Success in Manchester

Manchester

Apr 25, 2024

Meet-Up

Community

Enhancing, Not Replacing Human Connections

Manchester

May 1, 2025

Panel

CS Happy Hour in Indianapolis

Indianapolis, IN

Feb 18, 2025

Meet-Up

Community

CS Week New York City '25

New York City, NY

Sep 30, 2025

Meet-Up

Community

Lunch&Learn Digital Customer Success

Online

Mar 19, 2025

Panel

Customer Success

Accelerating Growth Through Customer Success

Online

Apr 2, 2025

Panel

Customer Success

Accelerating Growth Through Customer Success

Online

Apr 9, 2025

Panel

Customer Success

The J-curve in CS

Online

Feb 13, 2025

Panel

Customer Success

Community in Motion

Online

Nov 19, 2024

Panel

Community

Retention Through Education

Online

Oct 30, 2024

Panel

Retention

Exploring the roles of Customer Success

Online

Sep 18, 2024

Panel

Customer Success

The Advantage of Emotional Intelligence

Online

Aug 14, 2024

Panel

The Art of Renewals

Online

Jul 10, 2024

Panel

Renewals

Selection to Optimization

Online

Jun 27, 2024

Panel

Tools

Mastering AI in Customer Success

Online

May 29, 2024

Panel

Outstanding Customer Experience at Scale

Online

Apr 28, 2024

Panel

Scaled CS

Powering Customer Retention in 2024

Online

Jan 24, 2024

Panel

Retention

Redefining Customer Success for 2024

Online

Dec 13, 2023

Panel

Customer Success

3 Top Challenges for a CSM 2023

Online

Nov 29, 2023

Panel

Careers

How to Hit 120% NRR in 2024

Online

Jan 31, 2024

Panel

Retention

Driving Growth and Retention

Online

Feb 14, 2024

Panel

Customer Analytics

It’s Worth the Risk

Online

Mar 27, 2024

Panel

Risk

Educating Tomorrow's CS Leaders

Online

Jan 11, 2022

Panel

Careers

How to be a Leader on Lagging Metrics

Online

Jan 27, 2022

Panel

Customer Analytics

A Guide to Stakeholder Mapping

Online

Feb 16, 2022

Panel

Customer Success

How to Scale CS from Start-Up to Enterprise

Online

Mar 8, 2022

Panel

Leadership

How to Fight Churn as a CSM

Online

Mar 30, 2022

Panel

Churn

Growing ARR as a CSM

Online

May 10, 2022

Panel

Revenue

CCO: Why You Need One (and How to Become One)

Online

Jun 7, 2022

Panel

Leadership

How to Create True Customer Advocates

Online

Jun 22, 2022

Panel

Community

How CS Can Prepare for VC Funding

Online

Jul 6, 2022

Panel

Markets

Being the First CSM at a Company

Online

Aug 24, 2022

Panel

Careers

Let’s Break the Echo Chamber

Online

Sep 14, 2022

Panel

Customer Success

How to Get Promoted as a CSM

Online

Sep 28, 2022

Panel

Careers

How CFOs stay ahead by planning smart

Online

Oct 4, 2022

Panel

Leadership

The Secret to Unlocking Growth and Efficiency

Online

Nov 1, 2022

Panel

Revenue

Net Revenue Retention in CS

Online

Apr 26, 2022

Panel

Revenue

Managing a Large Number of Customers

Online

Nov 15, 2022

Panel

Scaled CS

Planhat Experts: State of Customer Success

Online

Nov 30, 2022

Panel

Customer Success

How to Do CS Remotely

Online

Jan 18, 2023

Panel

Productivity

How to Do High Touch Customer Success

Online

Feb 1, 2023

Panel

Productivity

CS Career Navigation

Online

Mar 1, 2023

Panel

Careers

How to Do High Touch Customer Success

Online

Mar 15, 2023

Panel

Productivity

Where Will the CS Pendulum Stop?

Online

Apr 5, 2023

Panel

Customer Success

My Customers are Churning: What Do I Do?

Online

Apr 19, 2023

Panel

Churn

What Does it Take to be a Head of CS?

Online

May 10, 2023

Panel

Careers

My Customers are Churning: What Do I Do?

Online

May 25, 2023

Panel

Churn

How to Use CX as a Key Differentiator

Online

Jun 6, 2023

Panel

Customer Success

Career Options in CS

Online

Jun 21, 2023

Panel

Careers

What Does it Take to be a Director of CS?

Online

Jul 5, 2023

Panel

Careers

What Does it Take to be a VP of CS?

Online

Aug 17, 2023

Panel

Careers

CSMs Role in Customer Onboarding

Online

Aug 30, 2023

Panel

Onboarding

What Does it Take to be a CCO?

Online

Sep 13, 2023

Panel

Careers

Mastering Change Management as a CSM

Online

Sep 27, 2023

Panel

Careers

Find Patterns and Drive Outcomes Proactively

Online

Oct 11, 2023

Panel

Customer Analytics

Private Equity: Investing in Customer Success

Online

Oct 25, 2023

Panel

Markets

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Platform

Customers

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Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

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Cookie Policy

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Status

Cookie Policy

Recognized as a world-leader by

880+ reviews

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Status

Cookie Policy