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
[9/20/2023]
(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? Do you have a CSTECH product that you would like to have reviewed? These analyst firms offer telephone and/or video-conferencing sessions worldwide.
— *Service Excellence Partners* — *The Success League* — Alignmint Growth Strategies — Buzzy Consulting — CSInTheValley — Customer Success Academy — CX Charter — Dana Soza — Ellacott Consulting — Everetics — FTWorks — Kathleen Rouse LLC — KD-McAlly Group — Lewandowski Success Consulting — MarketSource — McCarthy Consulting Solutions — Mikael Blaisdell & Associates — Paul Lucherini — Provan Success — Retain Solutions — Retentionworcx — River Consulting Group — SGE Solutions — Success Chain — SuccessEngine — The Customer Success Company — Unify Success — Wigmore IT Group —
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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:
— *Service Excellence Partners* — *The Success League* — Alignmint Growth Strategies — Azzas Customer Care — Customer Focused — CX Charter — Ellacott Consulting — ESG — ChurnRX — Kathleen Rouse LLC — KD-McAlly Group — Lewandowski Success Consulting — MarketSource — McCarthy Consulting Solutions — Dana Soza — Dunn Growth Experts — CSTuners — Paul Lucherini — Retain Solutions — Retentionworcx — River Consulting Group — SGE Solutions — Success Chain — SuccessEngine — Wigmore IT Group — Winning By Design —
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3. Customer Success Organizational Design
Assistance in determining overall strategy, designing corporate structure, component roles/groups, reporting, etc.
— *CSM Practice* — *Growth Molecules* — *The Success League* — 3 Point LLC — Azzas Customer Care — BenchStrength — Brilliant Customer Success — Buzzy Consulting — ConQuist BR — CS by Design — CSTuners — Customer Focused — Customer Success Academy — Customer Success Enablement — Customer Success Rocket — CS Leadership — CX Charter — Dana Soza — DesiredPath — Dunn Growth Experts — Ellacott Consulting — ESG — Everetics — FT Works — Kathleen Rouse LLC — KD-McAlly Group — Lewandowski Success Consulting — MarketSource — McCarthy Consulting Solutions — N2 Customer Success Consulting —– Nagree Consulting — Outcome Leaders — Paul Lucherini — Retain Solutions — Retentionworcx — River Consulting Group — SalesHackers (Brazil) — Strive Engagement — 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 — 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.
— *Growth Molecules* — *Service Excellence Partners* — *The Success League* — ChurnRX — CX Charter — Dana Soza — DesiredPath — Ellacott Consulting — Everetics — KD-McAlly Group — Lewandowski Success Consulting — McCarthy Consulting Solutions — Paul Lucherini — River Consulting Group — SGE Solutions — Success Chain — The Successful Customer — Wigmore IT Group —
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5. Premium Customer Success product/service Design
Assistance in designing and marketing premium Customer Success offerings, products or services, etc.
— Dana Soza — Donna Weber — DesiredPath — Lewandowski Success Consulting — MarketSource — McCarthy Consulting Solutions — Paul Lucherini — River Consulting Group — Wigmore IT Group —
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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.
— *CSM Practice* — *Service Excellence Partners* — *The Success League* — Azzas Customer Care — Centric Notion — ChurnRX — Customer Success Rocket — CS Leadership –— CX By Design — CX Charter — DesiredPath — Ellacott Consulting — Kathleen Rouse LLC — KD-McAlly Group — Lewandowski Success Consulting — MarketSource — McCarthy Consulting Solutions — Outcome Leaders — Paul Lucherini — River Consulting Group — SalesHackers (Brazil) — Success Chain — The Customer Initiative — The Customer Success Company — The Successful Customer —– Waypoint Group — Wigmore IT Group —
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7. Customer Success Compensation Plan Design – Implementation
Assistance in designing and implementing an effective CSM compensation plan.
— *The Success League* — CX Charter — Dana Soza — DesiredPath — Ellacott Consulting — FT Works — KD-McAlly Group — Lewandowski Success Consulting — MarketSource — McCarthy Consulting Solutions —– Nagree Consulting — Paul Lucherini — Success Chain — River Consulting Group — TechCXO — The Customer Success Company — Waypoint Group — Wigmore IT Group —
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8. Customer Success Process / Workflows / Playbook Design
Assistance in designing/documenting workflows / playbooks for your Customer Success team.
— *CSM Practice* — *Growth Molecules* — *Service Excellence Partners* — *The Success League* — Alignmint Growth Strategies — Azzas Customer Care — Brilliant Customer Success — Buzzy Consulting — Centric Notion — CoLo Consulting — CSInTheValley — Customer Success Academy — Customer Success Rocket — CS by Design — CX By Design — CX Charter — Dana Soza — Donna Weber — DesiredPath — Ellacott Consulting — ESG — Everetics — FT Works — Kathleen Rouse LLC — KD-McAlly Group — Lewandowski Success Consulting — McCarthy Consulting Solutions — Method Garage — N2 Customer Success Consulting — MarketSource —– Nagree Consulting — Outcome Leaders — Paul Lucherini — Retain Solutions — Retentionworcx — River Consulting Group — SalesHackers (Brazil) — SGE Solutions — Strive Engagement — Success Chain — TheCustomer.co — The Customer Success Company — The Customer Initiative — Unify Success —– Waypoint Group — Wigmore IT Group — Winning By Design —
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9. Customer Journey Mapping
Assistance in defining and documenting your company’s Customer Journey Maps
— *CSM Practice* — *Service Excellence Partners* — *The Success League* — Alignmint Growth Strategies — Azzas Customer Care — Buzzy Consulting — Centric Notion — ConQuist BR — CSInTheValley — CS Leadership — Customer Success Academy — CX By Design — CX Charter — Dana Soza — Donna Weber —– DB Kay & Associates –— DesiredPath — Dunn Growth Experts — Ellacott Consulting — ESG — Everetics — FT Works — Kathleen Rouse LLC — KD-McAlly Group — Lewandowski Success Consulting —– Method Garage –— MarketSource — McCarthy Consulting Solutions — N2 Customer Success Consulting — Outcome Leaders — Retain Solutions — River Consulting Group — SalesHackers (Brazil) — Satrix Solutions — SGE Solutions — Strive Engagement — Success Chain — SuccessEngine — TechCXO — TheCustomer.co — The Customer Initiative — The Customer Success Company — Thought Industries — Unify Success — Waypoint Group — Wigmore IT Group — WnTD Partners —
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10. Customer Segmentation
Assistance in segmenting your customer base into appropriate manageable/profitable portfolios.
— *Service Excellence Partners* — *The Success League* — Azzas Customer Care — Brilliant Customer Success — Centric Notion — ChurnRX — CSInTheValley — Customer Success Academy — Customer Success Rocket — CX Charter — Dana Soza — DesiredPath — Ellacott Consulting — ESG — Everetics — FT Works — Kathleen Rouse LLC — KD-McAlly Group — Lewandowski Success Consulting — MarketSource — McCarthy Consulting Solutions — Paul Lucherini — River Consulting Group — SGE Solutions — Strive Engagement — Success Chain —– TechCXO —– The Customer Initiative — The Customer Success Company — The Successful Customer — Unify Success — Waypoint Group — Wigmore IT 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.
–— *CSM Practice* — *Service Excellence Partners* — *The Success League* —Alignmint Growth Strategies — Anita Toth — Azzas Customer Care — Buzzy Consulting — Centric Notion —- ChurnRX — CoLo Consulting — ConQuist BR — CSInTheValley — CSMinsight — CS by Design — Customer Focused — Customer Success Rocket — CX Charter — DesiredPath — Ellacott Consulting — Everetics — KD-McAlly Group — Lewandowski Success Consulting — MarketSource — McCarthy Consulting Solutions —– Method Garage ––– Nagree Consulting — Paul Lucherini — Retentionworcx — River Consulting Group — Satrix Solutions — SGE Solutions — Strive Engagement — The Customer Initiative — The Customer Success Company — Unify Success —– Wigmore IT Group — WnTD Partners —
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12. Customer Value Reviews / QBR Design & Development
Assistance in designing Customer Value Reviews / QBR templates and procedures
— *CSM Practice* — *The Success League* — Alignmint Growth Strategies — ChurnRX — CSInTheValley — Customer Success Rocket — CX Charter — Dana Soza — DesiredPath — Ellacott Consulting — KD-McAlly Group — Lewandowski Success Consulting — MarketSource — McCarthy Consulting Solutions — Paul Lucherini — River Consulting Group — SGE Solutions — Strive Engagement — Success Chain — SuccessEngine — The Customer Success Company — Unify Success — Wigmore IT Group —
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13. Individual Customer Success Plan Design & Development
Assistance in designing individual Customer Success Plans and procedures.
— *CSM Practice* — *The Success League* — Centric Notion — CSInTheValley — Customer Success Academy — CX Charter — Dana Soza — Donna Weber — DesiredPath — KD-McAlly Group — Lewandowski Success Consulting — MarketSource — McCarthy Consulting Solutions — Paul Lucherini — River Consulting Group — SGE Solutions — Strive Engagement — Success Chain — Wigmore IT Group —
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14. Self-Success / “Tech-Touch” / Knowledge Management
Assistance in designing and/or building automated Customer Success resources, knowledgebases, etc.
— *The Success League* — CSInTheValley —– DB Kay & Associates — Dana Soza — Donna Weber — DesiredPath — ESG — Everetics — FT Works — Kathleen Rouse LLC — Knowledge Bird — Lewandowski Success Consulting — MarketSource — McCarthy Consulting Solutions — N2 Customer Success Consulting — Paul Lucherini — Retain Solutions — River Consulting Group — SGE Solutions — Unify Success — Wigmore IT Group —
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15. OnBoarding Design
Assistance in designing effective on-boarding programs and to optimize user product adoption
— 3 Point LLC — Alignmint Growth Strategies — Azzas Customer Care — CoLo Consulting — CS Leadership — Customer Focused — Customer Success Academy — CX Charter — Dana Soza — DesiredPath — Donna Weber — Kathleen Rouse LLC — KD-McAlly Group — Lewandowski Success Consulting — MarketSource — McCarthy Consulting Solutions —– Method Garage — Paul Lucherini — Retain Solutions — Retentionworcx — River Consulting Group — SalesHackers (Brazil) — Success Chain — SuccessEngine — TechCXO –— The Customer Success Company — Wigmore IT Group —
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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.
— *CSM Practice* — *Service Excellence Partners* — Anita Toth — Azzas Customer Care — CS by Design — CSInTheValley — Customer Focused — Customer Success Academy — Customer Success Rocket — CX Charter — Dana Soza —– DB Kay & Associates — DesiredPath — Ellacott Consulting — ESG — Everetics — Kathleen Rouse LLC — KD-McAlly Group — Lewandowski Success Consulting — MarketSource — McCarthy Consulting Solutions — Paul Lucherini — River Consulting Group — Satrix Solutions — SGE Solutions — Success Chain — The Customer Success Company — Unify Success — Wigmore IT Group —
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17. Interim/Fractional and/or Outsourced 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.
— *Growth Molecules* — *Service Excellence Partners* — *The Success League* — 3 Point LLC — Azzas Customer Care — CS Leadership — Customer Success Rocket — BenchStrength — Dana Soza — DesiredPath — Ellacott Consulting — Everetics — KD-McAlly Group — Lewandowski Success Consulting — MarketSource — McCarthy Consulting Solutions —– N2 Customer Success Consulting — Paul Lucherini — RecastSuccess — Retentionworcx — River Consulting Group — Success Chain — SuccessEngine — Wigmore IT Group —
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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* — *Service Excellence Partners* — Azzas Customer Care — CSInTheValley — Dana Soza — MarketSource — McCarthy Consulting Solutions —– N2 Customer Success Consulting — River Consulting Group — SGE Solutions — Success Chain — SuccessEngine —
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19. 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 — MarketSource — McCarthy Consulting Solutions — River Consulting Group — SuccessEngine — Valuize Consulting — Wigmore IT Group —
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20. 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.
— *CSM Practice* — *The Success League* — 3 Point LLC — Azzas Customer Care — Centric Notion — CSInTheValley —– CS Leadership –— Customer Success Rocket — CX Charter — Dana Soza — Everetics — KD-McAlly Group — Lewandowski Success Consulting — McCarthy Consulting Solutions — N2 Customer Success Consulting — Paul Lucherini — Retentionworcx — SuccessEngine — River Consulting Group — The Customer Initiative — Wigmore IT Group — Zenya Learning —
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21. Independent Customer Success Software/Technology Implementation
These firms offer independent 3rd-party implementation / customization consulting services for CS software / technology products.
