Customer Success Management Consultants
There are a variety of companies offering management consulting services for the design, building, interim management and/or assessment of company CSM teams and/or for recruiting CS leaders and practitioners.
If you are a consultant, trainer or recruiter offering services to the customer success community, please fully complete the application form found on this link. (There is no charge for a basic listing, which consists of your company name and a link to the appropriate page of your website.) http://bit.ly/2r32oNb
Customer Success Consulting Services Catalog
Have you retained a Customer Success Consultant?
If you have retained a consultant to assist you with any aspect of designing, building or optimizing your Customer Success team or operations, please take a moment to describe the engagement and the results. If you haven’t yet retained a consultant, what services would you like to see available? (Note: This is not a prospecting scheme — we’re looking for insight as to what services are currently on offer, the results, and what resources companies might need in the future.)
* The Customer Success Advisors are a group of established independent consultants and firms with particular expertise in the profession and practice of Customer Success Management. To be considered for inclusion in the Customer Success Advisors program, please complete the Registry application via the above link and then contact us for further details.
The Customer Success Consultants Registry [6/9/2018]
(Companies marked with an asterisk (*) are members of The Customer Success Advisors program.)
CSLeadership offers data-driven customer success management consulting to assist CEO’s and Senior Executives to build and/or enhance their Customer Success capabilities. Ensure you have a robust underlying infrastructure in place to meet strategic business objectives, resulting in the ability to scale in a quality, consistent and efficient manner. A real-time, 360° view of your customers results in a capability to accurately manage successful customer retention and expansion initiatives.
Analysis & Planning: *Readiness Analysis – Strategy, People, Process and Automation. *Key KPIs, for churn & remediation plans. *Customer Lifecycle definition, Health frameworks and technology evaluation
Action & Results: *VP/Director CS mentoring & coaching, Interim executive Management. *CSM workflow automation, Early warning systems, playbook definition. *Building, training and mentoring teams.
The CSM Practice offers high quality management consulting to companies that aspire for excellence in customer experience. Companies that are optimizing their customer success processes see an ongoing decrease in churn rate, an increase in customer references and an increase in customer satisfaction. We offer consulting services in three areas:
Strategy: create, validate or optimize your customer success strategy based on best practices.
Workshops: We offer a series of onsite workshops for customer success teams, including a CSM Bootcamp (a certification program).
Technology: We offer Gainsight technology services, including packaged managed services, implementation services, optimization services or project management services to help you navigate your priorities during large Gainsight implementation projects.
Method Garage solves customer churn and onboarding problems for B2B technology companies. We move beyond the data to uncover what the journey looks like from your customers’ perspective. Then, we help you fix it. Our approach is different.
+ We tie a portion of our fees to your retention results
+ We are human-centered and evidence driven – bringing design thinking and lean experimentation to customer success
+ We teach your team how to see the company and products through your customers’ eyes
+ We look across product, service, sales and customer success silos – all touchpoints are in play
+ We deliver customer success playbooks that are easily operationalized into your systems
The Success League is a consulting firm that works with executives who want to unlock the retention and revenue a top performing customer success team will bring to their business. We transform support into success by building the metrics, goals, processes and training that enable customer success teams to perform at their peak.
+ Planning & Metrics – be clear about what you want to build and measure.
+ Process Design – develop playbooks and tools to create an exceptional customer experience.
+ Training & Development – make sure your team knows how to build client relationships that drive retention and revenue.
* Tri Tuns
Tri Tuns Our experts in customer success and accelerated software adoption have delivered superior consulting and training since 2006. Tri Tuns enables your CS team to effectively drive and sustain full, effective user adoption of your product across your customers, so that they renew and expand.
+ Training (Online / In-Person / Remote / SCORM): In-depth training for CS practitioners and leaders. Instructor-led or self-study (online or you host our SCORM compliant training materials in your LMS).
+ Workshops: Fast, dynamic, impactful programs to jump-start your efforts and help you reach your goals.
+ Consulting: Let us help create your CS strategy, build playbooks, develop your program, and optimize your CS operations.