Application for Listing in the Customer Success Resource Registry

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- Step 1 of 5

The Customer Success Resource Registry (Consultants, Trainers, Recruiters, and Outsourcers) [V6]

Name *

First

Last

Title *

Company Name *

Company Main Website URL: *

Email *

Phone *

Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Please provide a brief (50 words) description of your company for The Customer Success Index *

What is the size of your company? (Please select one.) *

Individual / Sole Proprietor
2-5 employees
6-10 employees
11-25 employees
26 or more employees

What is your market focus? *

Enterprise clients with 1,000 + employees
Large companies with 500-999 employees
Medium sized companies with 200-499 employees
Small businesses / startups with less than 199 employees

How do you advertise your services? *

Content marketing articles, papers, materials
Sponsorship of conferences, booths, etc.
Conference speaking sessions
Webinars with partner companies
My own webinars
Commissioned referral agreements
Paid advertising on websites, etc.

Comments about advertising, etc.

Do you have associates that work with you on projects on a contract basis? (Y/N) If yes, please describe. *

When did your company begin providing services to the Customer Success community? *

If your company has offices in more than one country, please describe:

If you have contract, referral, or other relationships with Customer Success Technology (CSTECH) vendors, please identify the kinds of services you provide: *

We have no contract or referral relationships with any CSTECH vendors.
We provide services to their customers on a sub-contract basis
We get referrals to prospects for our services from CSTECH vendors.
Paid speaking engagements
We run meetups, user-groups, or other meetings for CSTECH vendors.
We are an Authorized reseller for one or more CSTECH vendors.
Commissioned Influencer (You are paid for referrals to CSTECH vendors.
We do implementation, on-boarding, or other technical services for CSTECH vendors.
Systems Administrator
Trainer
Paid content provider / subject matter expert.
We serve on the Advisory Boards for CSTECH vendors

If you have contract, referral, or other relationships with CSTECH vendors, please identify the companies with whom you have such relationships: *

Are you a member of The Customer Success Forum on LinkedIn?

If you are coordinating/leading any local Customer Success focused meetings or other professional gatherings, please provide the URL to the group's registration page and/or other websites (Slack. LinkedIn discussion groups, other online community resources, etc.)

The Customer Success Association offers several options for consultants, trainers, recruiters, and/or outsourcers to enhance their brand awareness across the international Customer Success community. They include membership in the Customer Success Advisors program, preferred placement of enhanced logo-links on the pages of the CSA site, participation in video events, and access to ongoing research findings. Would you like to receive more information regarding these options? *

Yes
No
Maybe later

For Customer Success Consultants

Do you offer Customer Success consulting services?

Please Indicate the specific Customer Success consulting services that your company offers. (Please note that in order to be listed in these categories, you must have specific content on your firm's website describing such services.) If you offer interim, fractional, and/or outsourced servicces, be sure to also complete the Outsourcers section of this application.

1. Remote Customer Success Consultation / Office Hours, etc.
2. CS Team Evaluation - Assessment - Reviews
3. CS Organizational Design
4. The Business of Customer Success - ROI Analysis
5. Premium CS product/service Design
6. CS Metrics Suite Design - Implementation
7. CSM Compensation Plan Design - Implementation
8. CS Process / Workflow / Playbook Design
9. Customer Journey Mapping
10 Customer Base Segmentation
11 Customer Health & Risk Assessment / Churn Analysis & Remediation / Data Analytics
12 Customer Value Reviews / QBR Design and Development
13 Individual Customer Success Plan Design & Development
14 Self-Success / "tech-Touch" / Knowledge Management
15 OnBoarding Program Design
16 VOC - Voice of the Customer / Customer Advocacy Program Development / Surveying
17 Interim/Fractional and/or Outsourced Customer Success Executive Leadership (Please also complete the Outsourcing page.)
18 Interim/Fractional and/or Outsourced Customer Success Operations services (Please also complete the Outsourcing page.)
19 Interim/Fractional and/or Outsourced Customer Success Software Systems Administration (Please also complete the Outsourcing page.)
20 Customer Success Technology Vendor/Product Selection Consulting
21 Independent Customer Success Technology Implementation or Training

Do you offer any other Customer Success Consulting services that are not listed above? If, so, please explain.

For Customer Success Training Vendors

Does your firm offer Customer Success Training services, courses, or programs?

Please identify your client types / audiences. Please check all that apply:

Customer Success career transitioners
Individual CSM Practitioners, customer-facing individuals
CSM team training
Customer Success Executives / team leadership
Customer Success Operations analysts
Customer Success Account Management.Sales

If you offer standardized (i.e. "Canned") courses, how are they delivered? Please check all that apply:

Instructor-led classroom sessions
Instructor-led online seminars
Individual Coaching sessions
Individual on-demand courses
Instructor-led small group online Forums / Discussion groups
White-label content for companies to use internally, including "train the trainer"

If you offer customized courses, how are they delivered? Please check all that apply:

Insructor-led classroom sessions
Instructor-led online sessions
Individual coaching sessions
Individual on-demand courses
Instruct-led small group online Forums or discussion groups

Comments and Explanations

Please indicate the specific Customer Success training courses/services that your firm offers. (Please note that if there is no specific content on your company website that describes these courses, then you cannot be listed in that category.

Customer Success Team Training
Customer Success Executive (team leadership) Training / Coaching / Mentoring
Customer Success Operations Training / Coaching / Mentoring
Customer Success Account Management.Sales Training / Coaching / Mentoring
Customer Success Change Management Training / Coaching / Mentoring
User Adoption Training / Coaching / Mentoring
Onboarding Program Training / Coaching / Mentoring

Do you offer any other Customer Success Training services that are not listed above? If, so, please explain.

For Customer Success Recruiters

Does your firm offer recruiting services? (Y/N)

Please identify which kinds of fee arrangements you offer. Please check all that apply:

We are retained by individuals to help them find CS jobs.
We are retained by companies to help fill CS positions.

Comments and explanations:

What categories / position types of Customer Success professionals do you work to fill? (Please check all that apply)

Customer Success Managers (CSMs)- customer-facing / practitioner positions
Customer Success Executive Team/Group Leadership positions. (CCO / VPCS / DCS / HCS / MCS)
Customer Success Operations
Customer Success Account Management

Comments and explanations

For Customer Success Outsourcers / Fractional Leadership Providers

Does your company provide outsourcing or fractional Customer Success roles? (Y/N)

Please indicate the specific Customer Success outsourcing / fractional leadership services that your firm offers. (Please note that if there is no specific content on your company website that describes these types, then you cannot be listed in that category.

Customer Success Managers (CSMs) These are customer-facing / practitioner roles.
Customer Success Executive Team/Group Leadership
Customer Success Account Management: Renewals
Customer Success Account Management: Up-sells
Customer Success Account Management: Cross-sells
Onboarding
Change Management
Adoption
Health Scoring
Business Advisory/Coaching
Self-Success / "Tech Touch"
Training
Customer Support Team/Group Leadership
Customer Support Agents
Customer Intelligence / Market Research
Customer Advocacy Management
Customer Success Operations / Analysis
Customer Success Technology System Administration