Bold Oak DevelopmentWriting & Editorial Services

My Portfolio

Books, ebooks, articles, and stories told for others.

Non-fiction work across Customer Success, SaaS, internal communications, and digital dentistry, from a bestselling handbook to short-form blogs and customer stories.

Featured examples

Full long-form content

Developmental editor of an Amazon Top 100 bestseller

Banner for The Customer Success Professional's Handbook

The definitive “Customer Success Manager How-To-Guide” for the CSM profession. It has been translated into Japanese, nominated for a SOVA Voice Arts Award, and remains on the Amazon Top 100 List (Business/Customer Relations) since its release in Jan 2020.

  • Developed, wrote, and word-smithed content, creating a unified voice
  • Edited content, especially contributors’ writing
  • Coached authors on writing
  • Citation research

Buy on Amazon

Mid-form content

Ebooks, guides, and playbooks

Cover of The Revenue Leader's Guide to Turning Customer Success into a Growth Engine
Wrote, developed, researched

The Revenue Leader's Guide to Turning Customer Success into a Growth Engine

21 pagesDownload
Cover of How to Leverage AI as a CS Leader with Human First Results
Wrote, researched, developed

How to Leverage AI as a CS Leader with Human First Results

36 pagesDownload
Cover of Gainsight's Guide to Building a World-Class Customer Success Operations Organization
Wrote

Gainsight's Guide to Building a World-Class Customer Success Operations Organization

30 pagesDownload
Cover of NRR: Your Most Important Growth Metric
Wrote

NRR: Your Most Important Growth Metric

23 pagesDownload
Cover of The Essential Guide for the SaaS Executive During COVID-19: People, Process and Tools
Wrote, researched, edited

The Essential Guide for the SaaS Executive During COVID-19: People, Process and Tools

20 pagesDownload
Cover of Building Winning Product Experiences: What 11 of the Top B2B SaaS Product Teams Measure to Win
Edited

Building Winning Product Experiences: What 11 of the Top B2B SaaS Product Teams Measure to Win

55 pagesDownload
Cover of How to Build a Customer-Centric Tech Stack: Notes on Navigating an Increasingly Crowded Ecosystem
Edited

How to Build a Customer-Centric Tech Stack: Notes on Navigating an Increasingly Crowded Ecosystem

31 pagesDownload
Cover of Gainsight's Buyer's Guide to Customer Success Solutions
Rewrote and edited

Gainsight's Buyer's Guide to Customer Success Solutions

29 pagesDownload
Cover of Executive Playbooks, including landing page copy
Rewrote and edited

Executive Playbooks, including landing page copy

8 volumes, 143 pagesDownload
Cover of How to Land and Succeed in the Customer Success Profession, by Dana Soza
Developmental editor

How to Land and Succeed in the Customer Success Profession, by Dana Soza

3 volumes, 33 pages (more in progress)Download

Short-form content

145 blogs, spotlights, recaps, and product pieces

This content includes authoring (with bylines), ghostwriting, developmental editing, researching, technical and product content, copy editing, wordsmithing, and complete rewrites.

Thought Leadership and Playbooks26

Customer Spotlights and Special Guests49

Recaps (Events, Webinars, and Podcasts)37

Blogs and Articles23

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That’s not all!

For over 20 years, I have attained a wide range of experience with other content types, mostly non-fiction, that I am unable to disclose due to perpetual NDAs. My work includes institutional education accreditation self-studies, voice-over scripts, theology and spirituality, legal and true crime stories, research and scientific manuals, business operations, OSHA and safety procedures, personal memoirs, and more.

All content remains the property of the contracted client.

Contact

Let’s talk! Your first hour of consultation is free.

Tell me about your manuscript, your notes, or the recordings you want turned into a book. We can meet virtually or in person.

boldoakdevelopment@gmail.com
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