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. (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 fully 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.)
The Customer Success Consulting Services Directory
[4/19/2025]
(Companies marked with an asterisk (*) are members of The Customer Success Advisors program. Company names in boldface and with links to their websites are those that have completed the application form.)
Interim / Fractional Customer Success Executive Leadership [ Case Study ]
Looking for experienced Customer Success Executive leaderhip on a fractional or interim basis? Click here for a list of the firms that provide such services..
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? Do you have a CSTECH product that you would like to have reviewed? These analyst firms offer telephone and/or video-conferencing sessions worldwide.
— *The Success League* — Mikael Blaisdell & Associates — Alignmint Growth Strategies — Barlev Success —- Batteries Included — Beverly Hathorn Consulting — Buzzy Consulting — Cebra Consulting — CourseProfs — CSInTheValley — Customer Success Academy — CX Charter — Dana Soza — Everetics — FTWorks — GTM Advisors — Kathleen Rouse LLC — KD-McAlly Group — KO Knows Consulting — Kristi Faltorusso — Lewandowski Success Consulting — MarketSource — Marley Wagner Consulting — McCarthy Consulting Solutions — Otis Alderley — Paul Lucherini — Provan Success — Retain Solutions — Retentionworcx — River Consulting Group — Ruffday Services – Service Excellence Partners — SGE Solutions — Snowise Technologies — Success Calibrators — Success Chain — SuccessEngine — The Customer Success Company — Thornton Advisory Solutions — Unify Success — Wigmore IT Group — WMC Partners — Xperience Alchemy —-
.
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:
—– *The Success League* — Alignmint Growth Strategies — Azzas Customer Care — Barlev Success — Batteries Included — Beverly Hathorn Consulting — Cebra Consulting — ChurnRX — CSTuners — Customer Focused — CX Charter — Dana Soza — Dunn Growth Experts — ESG — GTM Advisors — Growth Molecules —– Kathleen Rouse LLC — KD-McAlly Group — KO Knows Consulting — Lewandowski Success Consulting — MarketSource — Marley Wagner Consulting — McCarthy Consulting Solutions — NST Success Consulting — Otis Alderley — Paul Lucherini — Retain Solutions — Retentionworcx — River Consulting Group — Ruffday Services — Service Excellence Partners —– SGE Solutions — Snowise Technologies — Steinberg Consultancy — Success Calibrators — Success Chain — SuccessEngine — Wigmore IT Group — Winning By Design — WMC Partners — Xperience Alchemy —
.
3. Customer Success Organizational Design [ Case Study ]
Assistance in determining overall strategy, designing corporate structure, component roles/groups, reporting, etc.
— *The Success League* — 3 Point LLC — Azzas Customer Care — Barlev Success — Batteries Included — BenchStrength — Beverly Hathorn Consulting — Brilliant Customer Success — Buzzy Consulting — Cebra Consulting — ConQuist BR — CS by Design — CSM Practice — CSTuners — Customer Focused — Customer Success Academy — Customer Success Enablement — Customer Success Rocket — CS Leadership — CX Charter — Dana Soza — DesiredPath — Dunn Growth Experts — ESG — Everetics — FT Works — GTM Advisors — Growth Molecules —– Kathleen Rouse LLC — KD-McAlly Group — KO Knows Consulting — Kristi Faltorusso — Lewandowski Success Consulting — MarketSource — McCarthy Consulting Solutions — N2 Customer Success Consulting —– Nagree Consulting — NST Success Consulting — Otis Alderley — Outcome Leaders — Paul Lucherini — Retain Solutions — Retentionworcx — River Consulting Group — Ruffday Services — SalesHackers (Brazil) — Snowise Technologies — Steinberg Consultancy — Strive Engagement — Success Calibrators — Success Chain — SuccessEngine — Success Methods — TechCXO — TheCustomer.co — The Customer Initiative — The Customer Success Company — The Successful Customer — Thought Industries — Wigmore IT Group — Winning By Design — WMC Partners — WnTD Partners — Xperience Alchemy —
.
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.
— *The Success League* — Barlev Success — Batteries Included — ChurnRX — CX Charter —Dana Soza — DesiredPath — Everetics — GTM Advisors — Growth Molecules —– KD-McAlly Group — Lewandowski Success Consulting — McCarthy Consulting Solutions — NST Succcess Consulting — Otis Alderley — Paul Lucherini — River Consulting Group — Ruffday Services — Service Excellence Partners — SGE Solutions — Snowise Technologies — Success Calibrators — Success Chain — SuccessNavigator — The Successful Customer — Wigmore IT Group — WMC Partners —
.
5. Premium Customer Success product/service Design
Assistance in designing and marketing premium Customer Success offerings, products or services, etc.
— Batteries Included — Beverly Hathorn Consulting — Cebra Consulting — Cuxtomers Consulting – Dana Soza — Donna Weber — DesiredPath — GTM Advisors — Lewandowski Success Consulting — MarketSource — McCarthy Consulting Solutions — NST Success Consulting — Otis Alderley — Paul Lucherini — River Consulting Group — Ruffday Services — Snowise Technologies — Success Calibrators — Wigmore IT Group — WMC Partners —
.
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.
–— *The Success League* — Batteries Included — Azzas Customer Care — Barlev Success — Cebra Consulting — Centric Notion — ChurnRX — CSM Practice — Customer Success Rocket — CX By Design — CX Charter — DesiredPath — GTM Advisors — Kathleen Rouse LLC — KD-McAlly Group — Lewandowski Success Consulting — MarketSource — McCarthy Consulting Solutions — NST Success Consulting — Otis Alderley — Outcome Leaders — Paul Lucherini — River Consulting Group — Ruffday Services — SalesHackers (Brazil) — Service Excellence Partners — Snowise Technologies — Success Calibrators — Success Chain — The Customer Initiative — The Customer Success Company — The Successful Customer —– Waypoint Group — Wigmore IT Group — WMC Partners —
.
7. Customer Success Compensation Plan Design – Implementation
Assistance in designing and implementing an effective CSM compensation plan.
— *The Success League* — Barlev Success — Batteries Included — Cebra Consulting — CX Charter — Dana Soza — DesiredPath — FT Works — GTM Advisors — KD-McAlly Group — KO Knows Consulting — Lewandowski Success Consulting — MarketSource — McCarthy Consulting Solutions —– Nagree Consulting — NST Success Consulting — Otis Alderley — Paul Lucherini — River Consulting Group — Ruffday Services — Snowise Technologies — Success Calibrators — Success Chain — TechCXO — The Customer Success Company — Waypoint Group — Wigmore IT Group — WMC Partners — Xperience Alchemy —
.
8. Customer Success Process / Workflows / Playbook Design
Assistance in designing/documenting workflows / playbooks for your Customer Success team.
— *The Success League* — Alignmint Growth Strategies — Azzas Customer Care — Barlev Success — Batteries Included — Beverly Hathorn Consulting — Brilliant Customer Success — Buzzy Consulting — Cebra Consulting — Centric Notion — CoLo Consulting — CSInTheValley — CSM Practice — Customer Success Academy — Customer Success Rocket — CS by Design — CX By Design — CX Charter — Dana Soza — Donna Weber — DesiredPath — Escalent — ESG — Everetics — FT Works — GTM Advisors — Growth Molecules — Kathleen Rouse LLC — KD-McAlly Group — KO Knows Consulting — Kristi Faltorusso — Lewandowski Success Consulting — Marley Wagner Consulting — McCarthy Consulting Solutions — Method Garage — MarketSource — N2 Customer Success Consulting —– Nagree Consulting — NST Success Consulting — Otis Alderley — Outcome Leaders — Paul Lucherini — Retain Solutions — Retentionworcx — River Consulting Group — Ruffday Services — SalesHackers (Brazil) — Service Excellence Partners — SGE Solutions — Snowise Technologies — Steinberg Consultancy — Strive Engagement — Success Calibrators — Success Chain — TheCustomer.co — The Customer Success Company — The Customer Initiative — Unify Success —– Waypoint Group — Wigmore IT Group — Winning By Design — WMC Partners — Xperience Alchemy —
.
9. Customer Journey Mapping
Assistance in defining and documenting your company’s Customer Journey Maps
–— *The Success League* — Alignmint Growth Strategies — Azzas Customer Care — Barlev Success — Batteries Included — Beverly Hathorn Consulting — Buzzy Consulting — Cebra Consulting — Centric Notion — ConQuist BR — CSInTheValley — CSM Practice — Customer Success Academy — CX By Design — CX Charter — Dana Soza — Donna Weber —– DB Kay & Associates –— DesiredPath — Dunn Growth Experts — Escalent — ESG — Everetics — FT Works — GTM Advisors — IcebergIQ — Kathleen Rouse LLC — KD-McAlly Group — KO Knows Consulting — Kristi Faltorusso — Lewandowski Success Consulting —– Method Garage –— MarketSource — Marley Wagner Consulting — McCarthy Consulting Solutions — N2 Customer Success Consulting — NST Success Consulting — Otis Alderley — Outcome Leaders — Retain Solutions — River Consulting Group — Ruffday Services — SalesHackers (Brazil) — Satrix Solutions — Seaton CX — Service Excellence Partners — SGE Solutions — Snowise Technologies — Strive Engagement — Success Calibrators — Success Chain — SuccessEngine — TechCXO — TheCustomer.co — The Customer Initiative — The Customer Success Company — Thought Industries — Unify Success — Waypoint Group — Wigmore IT Group — WnTD Partners — WMC Partners — Xperience Alchemy —
.
10. Customer Segmentation
Assistance in segmenting your customer base into appropriate manageable/profitable portfolios.
— *The Success League* — Azzas Customer Care — Barlev Success — Batteries Included — Brilliant Customer Success — Cebra Consulting — Centric Notion — ChurnRX — CSInTheValley — Customer Success Academy — Customer Success Rocket — CX Charter — Dana Soza — DesiredPath — Escalent — ESG — Everetics — FT Works — GTM Advisors — Kathleen Rouse LLC — KD-McAlly Group — Kristi Faltorusso — Lewandowski Success Consulting — MarketSource — McCarthy Consulting Solutions — NST Success Consulting — Otis Alderley — Paul Lucherini — River Consulting Group — Ruffday Services — Service Excellence Partners – SGE Solutions — Snowise Technologies — Strive Engagement — Success Calibrators — Success Chain —– TechCXO —– The Customer Initiative — The Customer Success Company — The Successful Customer — Unify Success — Waypoint Group — Wigmore IT Group — WMC Partners — Xperience Alchemy —
.
11. Customer Health & Risk Assessment; Churn Analysis & Remediation; Data Analytics [ Case Study ]
Assistance in analyzing the health of your company’s customer relationships, defining risk factors, determining churn rates and appropriate reporting, etc.
–— *The Success League* —Alignmint Growth Strategies — Azzas Customer Care — Barlev Success — Batteries Included — Buzzy Consulting — Cebra Consulting — Centric Notion —- ChurnRX — CoLo Consulting — ConQuist BR — CSInTheValley — CSMinsight — CSM Practice — CS by Design — Customer Focused — Customer Success Rocket — CX Charter — DesiredPath — Escalent — Everetics — GTM Advisors — IcebergIQ — KD-McAlly Group — KO Knows Consulting — Lewandowski Success Consulting — MarketSource — McCarthy Consulting Solutions —– Method Garage ––– Nagree Consulting — NST Success Consulting — Otis Alderley — Paul Lucherini — Retentionworcx — River Consulting Group — Ruffday Services — Satrix Solutions — Service Excellence Partners – SGE Solutions — Snowise Technologies — Strive Engagement — Success Calibrators — The Customer Initiative — The Customer Success Company — Unify Success —– Wigmore IT Group — WMC Partners — WnTD Partners —
.
12. Customer Value Reviews / QBR Design & Development
Assistance in designing Customer Value Reviews / QBR templates and procedures
–— *The Success League* — Alignmint Growth Strategies — Batteries Included — ChurnRX — CSInTheValley — CSM Practice — Customer Success Rocket — CX Charter — Dana Soza — DesiredPath — Escalent — GTM Advisors — IcebergIQ — KD-McAlly Group — KO Knows Consulting — Kristi Faltorusso — Lewandowski Success Consulting — MarketSource — McCarthy Consulting Solutions — NST Success Consulting — Otis Alderley — Paul Lucherini — River Consulting Group — Ruffday Services — SGE Solutions — Snowise Technologies — Steinberg Consultancy — Strive Engagement — Success Calibrators — Success Chain — SuccessEngine — The Customer Success Company — Unify Success — Wigmore IT Group — WMC Partners —
.
13. Individual Customer Success Plan Design & Development
Assistance in designing individual Customer Success Plans and procedures.
–— *The Success League* — Batteries Included — Beverly Hathorn Consulting — Cebra Consulting — Centric Notion — CSInTheValley — CSM Practice — Customer Success Academy — CX Charter — Dana Soza — Donna Weber — DesiredPath — GTM Advisors — KD-McAlly Group — Lewandowski Success Consulting — MarketSource — McCarthy Consulting Solutions — NST Success Consulting — Otis Alderley — Paul Lucherini — River Consulting Group — Ruffday Services — SGE Solutions — Snowise Technologies — Strive Engagement — Success Calibrators — Success Chain — Wigmore IT Group — WMC Partners — Xperience Alchemy —
.
14. Self-Success / “Tech-Touch” / Knowledge Management
Assistance in designing and/or building automated Customer Success resources, knowledgebases, etc.
— *The Success League* — Batteries Included — CourseProfs — CSInTheValley —– DB Kay & Associates — Dana Soza — Donna Weber — DesiredPath — ESG — Everetics — FT Works — GTM Advisors — Kathleen Rouse LLC — Knowledge Bird — KO Knows Consulting — Lewandowski Success Consulting — MarketSource — Marley Wagner Consulting — McCarthy Consulting Solutions — N2 Customer Success Consulting — NST Success Consulting — Otis Alderley — Paul Lucherini — Retain Solutions — River Consulting Group — Ruffday Services — SGE Solutions — Snowise Technologies — Success Calibrators — Unify Success — Wigmore IT Group — WMC Partners —
.
15. Customer Support Operations [ Case Study ] [ Case Study ]
As more and more Customer Support groups are becoming a part of the Customer Success organization, it’s vital to make sure that the roles are both aligned and distinct. If Support is perceived as being not responsive enough, customers are going to escalate their issues to their assigned Customer Success Managers for relief. The inevitable result is a serious productivity loss for the CSMs and a decline in the value of the Support case database. These consultants can assist companies to identify the extent of the problem and provide expert guidance to reduce or eliminate the impacts. They can also assist with Support strategy, organizational effectiveness, and technology issues.
— Mikael Blaisdell & Associates — Service Excellence Partners —
.
16. OnBoarding Design
Assistance in designing effective on-boarding programs and to optimize user product adoption
— 3 Point LLC — Alignmint Growth Strategies — Azzas Customer Care — Batteries Included — Cebra Consulting — CoLo Consulting — CourseProfs — Customer Focused — Customer Success Academy — CX Charter — Dana Soza — DesiredPath — Donna Weber — GTM Advisors — Kathleen Rouse LLC — KD-McAlly Group — KO Knows Consulting — Kristi Faltorusso — Lewandowski Success Consulting — MarketSource — McCarthy Consulting Solutions —– Method Garage — NST Success Consulting — Paul Lucherini — Retain Solutions — Otis Alderley — Retentionworcx — River Consulting Group — Ruffday Services — SalesHackers (Brazil) — Snowise Technologies — Success Calibrators — Success Chain — SuccessEngine — TechCXO –— The Customer Success Company — Wigmore IT Group — WMC Partners —
.
17. Voice of the Customer / Customer Advocacy Program Development / Surveying
Assistance in designing surveys and Voice of the Customer feedback programs.
–— Azzas Customer Care — Barlev Success — Beverly Hathorn Consulting — CS by Design — CSInTheValley — CSM Practice — Customer Focused — Customer Success Academy — Customer Success Rocket — CX Charter — Dana Soza —– DB Kay & Associates — DesiredPath — Escalent — ESG — Everetics — GTM Advisors — IcebergIQ — Kathleen Rouse LLC — KD-McAlly Group — KO Knows Consulting — Kristi Faltorusso — Lewandowski Success Consulting — MarketSource — McCarthy Consulting Solutions — Otis Alderley — Paul Lucherini — River Consulting Group — Ruffday Services — Satrix Solutions — Service Excellence Partners — SGE Solutions — Success Calibrators — Success Chain — The Customer Success Company — Unify Success — Wigmore IT Group — WMC Partners —
.
18. Corporate Ecosystem / Partner Program Development
The most successful SaaS companies are those, like Salesforce, who have developed extensive corporate ecosystems of customers, partners, allies, influencers, champions, power-users, etc. The reality is that you can’t do everything you might like to see done by yourself alone. The first step is to identify the potential elements of your ecosystem, then weld them into an effective community.
— Mikael Blaisdell & Associates —
.
19. 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 analysis and development.
–— Azzas Customer Care — Barlev Success — Batteries Included — Cebra Consulting — CSInTheValley — CSM Practice — Dana Soza — Escalent — Growth Molecules — MarketSource — Marley Wagner Consulting — McCarthy Consulting Solutions —– N2 Customer Success Consulting — NST Success Consulting — River Consulting Group — Service Excellence Partners — SGE Solutions — Snowise Technologies — Success Chain — SuccessEngine —
.
20. Interim/Fractional and/or Outsourced 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 — Growth Molecules — MarketSource — McCarthy Consulting Solutions — River Consulting Group — SuccessEngine — Valuize Consulting — Wigmore IT Group — WMC Partners —
.
21. 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.
–— *The Success League* — 3 Point LLC — Azzas Customer Care — Centric Notion — CourseProfs — CSInTheValley — CSM Practice —– Customer Success Rocket — CX Charter — Dana Soza — Everetics — Growth Molecules — KD-McAlly Group — Lewandowski Success Consulting — Marley Wagner Consulting — McCarthy Consulting Solutions — N2 Customer Success Consulting — NST Success Consulting — Paul Lucherini — Retentionworcx — Ruffday Services — Snowise Technologies — Success Calibrators — SuccessEngine — River Consulting Group — The Customer Initiative — Wigmore IT Group — WMC Partners — Xperience Alchemy — Zenya Learning —
.
22. Independent Customer Success Software/Technology Implementation
These firms offer independent 3rd-party implementation / customization consulting services for CS software / technology products.
