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
[9/10/2024]
(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.)
.
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* — Alignmint Growth Strategies — Barlev Success —- Batteries Included — Buzzy Consulting — Cebra Consulting — CourseProfs — CSInTheValley — Customer Success Academy — CX Charter — Dana Soza — Ellacott Consulting — 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 — Mikael Blaisdell & Associates — Otis Alderley — Paul Lucherini — Provan Success — Retain Solutions — Retentionworcx — River Consulting Group — Ruffday Services – Service Excellence Partners — SGE Solutions — Success Calibrators — Success Chain — SuccessEngine — The Customer Success Company — 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:
—– *Growth Molecules* —– *The Success League* — Alignmint Growth Strategies — Azzas Customer Care — Barlev Success — Batteries Included — Cebra Consulting — ChurnRX — CSTuners — Customer Focused — CX Charter — Dana Soza — Dunn Growth Experts — Ellacott Consulting — ESG — GTM Advisors — 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 — Success Calibrators — Success Chain — SuccessEngine — Wigmore IT Group — Winning By Design — WMC Partners — Xperience Alchemy —
.
3. Customer Success Organizational Design
Assistance in determining overall strategy, designing corporate structure, component roles/groups, reporting, etc.
— *Growth Molecules* — *The Success League* — 3 Point LLC — Azzas Customer Care — Barlev Success — Batteries Included — BenchStrength — 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 — Ellacott Consulting — ESG — Everetics — FT Works — GTM Advisors — 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) — 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.
— *Growth Molecules* — *The Success League* — Barlev Success — Batteries Included — ChurnRX — CX Charter — Dana Soza — DesiredPath — Ellacott Consulting — Everetics — GTM Advisors — 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 — Success Calibrators — Success Chain — 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 — Cebra 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 — 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 — Ellacott Consulting — 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 — 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 — Ellacott Consulting — 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 — 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.
–— *Growth Molecules* — *The Success League* — Alignmint Growth Strategies — Azzas Customer Care — Barlev Success — Batteries Included — 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 — Ellacott Consulting — Escalent — ESG — Everetics — FT Works — GTM Advisors — 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 — 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 — 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 — Ellacott Consulting — 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 — Service Excellence Partners — SGE Solutions — 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 — Ellacott Consulting — 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 — 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
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 — Anita Toth — 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 — Ellacott Consulting — 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 — 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 — Ellacott Consulting — 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 — 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 — 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 — 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 — Success Calibrators — Unify Success — Wigmore IT Group — WMC Partners —
.
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 — 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) — Success Calibrators — Success Chain — SuccessEngine — TechCXO –— The Customer Success Company — Wigmore IT Group — WMC Partners —
.
16. 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 — CS by Design — CSInTheValley — CSM Practice — Customer Focused — Customer Success Academy — Customer Success Rocket — CX Charter — Dana Soza —– DB Kay & Associates — DesiredPath — Ellacott Consulting — 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 —
.
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* — *The Success League* — 3 Point LLC — Azzas Customer Care — Barlev Success — Batteries Included — Cebra Consulting — Customer Success Rocket — BenchStrength — Dana Soza — DesiredPath — Ellacott Consulting — Everetics — GTM Advisors — KD-McAlly Group — KO Knows Consulting — Lewandowski Success Consulting — MarketSource — Marley Wagner Consulting — McCarthy Consulting Solutions —– N2 Customer Success Consulting — NST Success Consulting — Otis Alderley — Paul Lucherini — RecastSuccess — Retentionworcx — River Consulting Group — Ruffday Services — Service Excellence Partners — Success Calibrators — Success Chain — SuccessEngine — Wigmore IT Group — WMC Partners — Xperience Alchemy —
.
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.
–— Azzas Customer Care — Barlev Success — Batteries Included — Cebra Consulting — CSInTheValley — CSM Practice — Dana Soza — Escalent — MarketSource — Marley Wagner Consulting — McCarthy Consulting Solutions —– N2 Customer Success Consulting — NST Success Consulting — River Consulting Group — Service Excellence Partners — SGE Solutions — Success Chain — SuccessEngine —
.
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 — WMC Partners —
.
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.
–— *The Success League* — 3 Point LLC — Azzas Customer Care — Centric Notion — CourseProfs — CSInTheValley — CSM Practice —– Customer Success Rocket — CX Charter — Dana Soza — Everetics — KD-McAlly Group — Lewandowski Success Consulting — Marley Wagner Consulting — McCarthy Consulting Solutions — N2 Customer Success Consulting — NST Success Consulting — Paul Lucherini — Retentionworcx — Ruffday Services — Success Calibrators — SuccessEngine — River Consulting Group — The Customer Initiative — Wigmore IT Group — WMC Partners — Xperience Alchemy — Zenya Learning —
.
21. Independent Customer Success Software/Technology Implementation
These firms offer independent 3rd-party implementation / customization consulting services for CS software / technology products.
