Customer Success Consulting Services

As a resource for the growing worldwide membership of the Customer Success Association, the Customer Success Consulting Services Directory is a listing of the currently available services and of the consultants who offer them.

The Customer Success Consulting Services Directory [10/1/2020]

(Companies marked with an asterisk (*) are members of The Customer Success Advisors program.)

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1.  Customer Success Remote Consultation

Do you have a specific question about Customer Success Strategy, Process, People, and/or Technology?  Want to know research findings on particular points?  These analyst firms offer telephone and/or video-conferencing sessions worldwide.

—  Mikael Blaisdell & Associates  —

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2.  Customer Success Team Evaluation/Assessment/Reviews

How does your CS group compare to others of its class/size?  What are its strengths and challenges?  These firms offer assessment/review services:

—  Mikael Blaisdell & Associates  —  *The Success League*  —  Dunn Growth Experts  —  CSTuners  —  L12 Solutions  —

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3.  Customer Success Organizational Design

Assistance in determining overall strategy, designing corporate structure, component roles/groups, reporting, etc.

—  3 Point LLC  —  Brilliant Customer Success  —  CS by Design  —  *CSM Practice* —  CSTuners  — Customer Success Enablement —  Customer Success Rocket  — CS Leadership —  DesiredPath —  Dunn Growth Experts  — FT Works —  Growth Molecules  —  N2 Customer Success Consulting  —–  Nagree Consulting —  Outcome Leaders —  SalesHackers (Brazil)  —  Success Track Enterprise  —  SuccessLabs  —  Success Methods  —  TechCXO —  TheCustomer.co —  The Customer Initiative —  The Successful Customer —  Thought Industries  —  *Tri Tuns LLC* — WnTD Partners  — 

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4.  The Business of Customer Success – ROI Analysis for the CS Group

Assistance in budgeting, internal financial foundations and ROI analysis for Customer Success teams.

—  DesiredPath  —  The Successful Customer  —

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5.  Premium Customer Success product/service Design

Assistance in designing and marketing premium Customer Success offerings, products or services, etc.

—  DesiredPath  —  Twin Peaks Research  —

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6.  Customer Success Metrics Suite Design – Implementation

Assistance in designing and/or implementing an appropriate suite of performance metrics for the Customer Success team as a whole and/or its individual members.

—  Centric Notion  —  Customer Success Rocket  —  CS Leadership –—  *CSM Practice* —  CX By Design —  DesiredPath  —  Outcome Leaders  —  SalesHackers (Brazil)  —  SuccessLabs  —  Success Track Enterprise —  The Customer Initiative  —  The Successful Customer  —–  *The Success League* —  Waypoint Group  —

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7.  Customer Success Compensation Plan Design – Implementation

Assistance in designing and implementing an effective CSM compensation plan.

—  DesiredPath  — FT Works–  Nagree Consulting —  Success Track Enterprise  —  TechCXO  *The Success League* —  *Tri Tuns LLC* —  Waypoint Group  —

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8.  Customer Success Process / Workflows / Playbook Design

Assistance in designing/documenting workflows / playbooks for your Customer Success team.

—  Brilliant Customer Success  —  Centric Notion  —  CoLo Consulting  —  Customer Success Rocket  —  CS by Design  —  *CSM Practice* —  CX By Design —  DesiredPath  — FT Works  —  Growth Molecules  —  Method Garage  —  N2 Customer Success Consulting  —–  Nagree Consulting  —  Outcome Leaders  —  SalesHackers (Brazil)  —  *Success Track Enterprise*  —  TheCustomer.co —  The Customer Initiative  —  The Ronos Group   *The Success League* —  Thought Industries  —  *Tri Tuns LLC*  —  Vital Strategies  —  Waypoint Group  —

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9.  Customer Journey Mapping

Assistance in defining and documenting your company’s Customer Journey Maps

—  Centric Notion  —  CS Leadership  —  *CSM Practice*  —  CX By Design–  DB Kay & Associates—  DesiredPath  —  Dunn Growth Experts  — FT Works–  Method Garage  –—  N2 Customer Success Consulting  —  Outcome Leaders   —  SalesHackers (Brazil)  —  Satrix Solutions —  SuccessLabs  —  *Success Track Enterprise*  —  TechCXO —  TheCustomer.co —  The Customer Initiative  —  *The Success League* —  Thought Industries  —  *Tri Tuns LLC*  —  Vital Strategies  —  Waypoint Group  —  WnTD Partners  —

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10.  Customer Segmentation

Assistance in segmenting your customer base into appropriate manageable/profitable portfolios.

—  Brilliant Customer Success —  Centric Notion  —  Customer Success Rocket  —  DesiredPath  — FT Works —  *Infinipoint*   —–  *Success Track Enterprise* —  TechCXO–  The Customer Initiative  —  The Successful Customer  —  *The Success League* —  Thought Industries  —  *Tri Tuns LLC*  —  Waypoint Group  —

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11.  Customer Health & Risk Assessment; Churn Analysis & Remediation; Data Analytics

Assistance in analyzing the health of your company’s customer relationships, defining risk factors, determining churn rates and appropriate reporting, etc.

 –—  Centric Notion  —  CoLo Consulting  —  CSMinsight   —  CS by Design  —  *CSM Practice* —  Customer Success Rocket  —  DesiredPath  —  L12 Solutions  —–  Method Garage  ––  Nagree Consulting —  Satrix Solutions —  *Success Track Enterprise* —  The Customer Initiative  —–  *The Success League*    —  WnTD Partners  —  WTC Solutions  —

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12.  Customer Value Reviews / QBR Design & Development

Assistance in designing Customer Value Reviews / QBR templates and procedures

—  *CSM Practice* —  Customer Success Rocket  —  DesiredPath  —  *Tri Tuns LLC*  —

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13.  Individual Customer Success Plan Design & Development

Assistance in designing individual Customer Success Plans and procedures.

—  Centric Notion  —  *CSM Practice*   —  DesiredPath  —  *Tri Tuns LLC*  —

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14.  Self-Success / “Tech-Touch” / Knowledge Management

Assistance in designing and/or building automated Customer Success resources, knowledgebases, etc.

–  DB Kay & Associates —  DesiredPath  —  Knowledge Bird  —  N2 Customer Success Consulting  —  Twin Peaks Research  —  Virtual Customer Learning  —

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15.  OnBoarding Design

Assistance in designing effective on-boarding programs and to optimize user product adoption

—  3 Point LLC  —  CoLo Consulting  —  *CS Leadership* DesiredPath  —–  Method Garage  —  SalesHackers (Brazil)  —  *Success Track Enterprise*  —  TechCXO —  Thought Industries  —  *Tri Tuns LLC* —  Twin Peaks Research  —  WTC Solutions  —

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16.  Voice of the Customer / Customer Advocacy Program Development / Surveying

Assistance in designing surveys and Voice of the Customer feedback programs.

—  CS by Design  —  *CSM Practice*  —  Customer Success Rocket –  DB Kay & Associates —  DesiredPath  —  Satrix Solutions  —  SuccessLabs  —  *Success Track Enterprise*   —

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17.  Interim/Fractional Customer Success Executive Leadership

These firms offer highly experienced Customer Success leaders to serve as interim managers of your company’s CS team either as a dedicated full-time resource or on a part-time basis.

—  3 Point LLC  —  CS Leadership —  Customer Success Rocket  —  DesiredPath  —  Growth Molecules  —–  N2 Customer Success Consulting  —  *Success Track Enterprise*  —  TechCXO —  *Tri Tuns LLC* —

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18. Interim/Fractional and/or Outsourced Customer Success Operations Services

These firms offer highly experienced Customer Success professionals to assist you with your Customer Success Operations needs, including system administration of CS platform tools, data analytics, etc.

 –—  *CSM Practice* –  N2 Customer Success Consulting  —  SuccessSight Consulting  —

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19.  Customer Success Software/Technology Vendor/Product Selection Consulting

With an ever-increasing number of Customer Success software/technology products entering the market, it can be difficult to determine which vendor or product is most appropriate for your company’s needs.  Keeping up with what is available is in itself a full-time job, it’s unreasonable to expect a busy CS executive to be able to effectively run a selection project.  These firms offer that service.  Be sure that whichever firm you retain is truly independent, that they have no conflict of interest commission deals with any vendor.

—  3 Point LLC  —  Centric Notion  —–  CS Leadership –—  *CSM Practice*  —  Customer Success Rocket  —  L12 Solutions  —  N2 Customer Success Consulting  —  SuccessSight Consulting  —  *Success Track Enterprise* —  The Customer Initiative  —  *Tri Tuns LLC*  — 

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20.  Independent Customer Success Software/Technology Implementation

These firms offer independent 3rd-party implementation / customization consulting services for CS software / technology products.

3 Point LLC  —  Centric Notion  —  CS Leadership  —  *CSM Practice* FT Works —  L12 Solutions   —  The Customer Initiative  —  SuccessSight Consulting  —  Valuize Consulting  —

21.  Independent Customer Success Software Systems Administration

These firms offer outsourced/contract system administration services for Customer Success platforms such as Gainsight, Totango, etc.

— *CSM Practice*  —  Customer Success Rocket  —  Valuize Consulting  —

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To Be Listed

(To be included in the Directory, consultants are required to have specific pages on their company websites about the individual services they offer to Customer Success groups.  For more information, please contact the Customer Success Association via the Contact form here. To apply for inclusion in the map, please complete the application form.) (Disclaimer:  Listing of consulting organizations and their services here does not constitute an endorsement of either by The Customer Success Association.)

Customer Success Resource Registry application:

http://bit.ly/2r32oNb