Customer Success Consulting Services

View from above with 4 open laptops on table with three people. Two are passing a paper with business data. Representing Customer Success Consultants

 

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 [8/12/2018]

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

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1.  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:

—  MBAI  —  *The Success League*  —  Dunn Growth Experts  —

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2.  Customer Success Organizational Design

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

—  Brilliant Customer Success  —  *CSM Practice* —  Customer Growth Advisors  — Customer Success Enablement — *CS Leadership*—  Dunn Growth Experts  — FT Works—  K!A CX Consulting —  N2 Customer Success Consulting  —–  Nagree Consulting —  Success Track Enterprise  —  TechCXO —  TheCustomer.co  —  *Tri Tuns LLC* —  Waterstone Group  —

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3.  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.

—  *CS Leadership*—  *CSM Practice*  —  K!A CX Consulting  — Portland Customer Success —  Success Track Enterprise  —–  *The Success League* —  Waypoint Group  —  Waterstone Group

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4.  Customer Success Compensation Plan Design – Implementation

Assistance in designing and implementing an effective CSM compensation plan.

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

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5.  Customer Success Process / Workflows / Playbook Design

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

—  Brilliant Customer Success  —  *CSM Practice*  — FT Works —  K!A CX Consulting  —  *Method Garage*  —  N2 Customer Success Consulting  —–  Nagree Consulting —  Portland Customer Success —  *Success Track Enterprise*  —  TheCustomer.co  —  *The Success League* —  *Tri Tuns LLC*  —  Waypoint Group  —  Waterstone Group  —

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6.  Customer Journey Mapping

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

—  *CS Leadership* — C. S. Management Company  —  *CSM Practice*  —  Customer Growth Advisors –  DB Kay & Associates—  Dunn Growth Experts  — FT Works —  K!A CX Consulting  —–  *Method Garage*  –—  N2 Customer Success Consulting  —  Portland Customer Success  —  Satrix Solutions —  *Success Track Enterprise*  —  TechCXO —  TheCustomer.co  —  *The Success League* —  *Tri Tuns LLC*  —  Waypoint Group  —  Waterstone Group  —

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7.  Customer Segmentation

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

—  Brilliant Customer Success  — FT Works —  K!A CX Consulting  —–  TechCXO —  *Success Track Enterprise*  —  *The Success League* —  *Tri Tuns LLC*  —  Waypoint Group  —  Waterstone Group  —

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8.  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.

C. S. Management Company  –—  CSMinsight   —  *CSM Practice*  —  K!A CX Consulting  —–  *Method Garage*  ––  Nagree Consulting —  Satrix Solutions —  *Success Track Enterprise*  —–  *The Success League*    —

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9.  Customer Value Reviews / QBR Design & Development

Assistance in designing Customer Value Reviews / QBR templates and procedures

—  *CSM Practice*  —  *Tri Tuns LLC*  —

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10.  Individual Customer Success Plan Design & Development

Assistance in designing individual Customer Success Plans and procedures.

—  *CSM Practice*   —  K!A CX Consulting  —  *Tri Tuns LLC*  —

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

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

—  DB Kay & Associates —  N2 Customer Success Consulting  —  Virtual Customer Learning  —

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12.  OnBoarding Design

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

—  *CS Leadership* —  Customer Growth Advisors  —–  *Method Garage*  –—  *Success Track Enterprise*  —  TechCXO —  *Tri Tuns LLC* —

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

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

—  *CSM Practice*  —–  DB Kay & Associates —  K!A CX Consulting  —  Satrix Solutions  —  *Success Track Enterprise*   —

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14.  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.

—  *CS Leadership*—  N2 Customer Success Consulting  —  *Success Track Enterprise*  —  TechCXO —  *Tri Tuns LLC* —

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15. 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.

C. S. Management Company  –—  *CSM Practice*  —  N2 Customer Success Consulting  —  Waterstone Group  —

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16.  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.

–  *CS Leadership*—  *CSM Practice*  —  N2 Customer Success Consulting  —  *Success Track Enterprise*  —  *Tri Tuns LLC*  —

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17.  Independent Customer Success Software/Technology Implementation

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

—  *CS Leadership*C. S. Management Company  —  *CSM Practice*  — FT Works

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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