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 download and fully complete the application form.) [ CSResourceRegistryV5 ] (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
[3/17/2023]
(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 — CSInTheValley — Dana Soza — Ellacott Consulting — FTWorks — MarketSource — Mikael Blaisdell & Associates — Paul Lucherini — Provan Success — SGE Solutions — 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 — Ellacott Consulting — ESG — ChurnRX — MarketSource — Dana Soza — Dunn Growth Experts — CSTuners — Paul Lucherini — SGE Solutions — 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 — BenchStrength — Brilliant Customer Success — ConQuist BR — CS by Design — CSTuners — Customer Success Enablement — Customer Success Rocket — CS Leadership — Dana Soza — DesiredPath — Dunn Growth Experts — Ellacott Consulting — ESG — FT Works — MarketSource — N2 Customer Success Consulting —– Nagree Consulting — Outcome Leaders — Paul Lucherini — SalesHackers (Brazil) — Strive Engagement — SuccessLabs — Success Methods — TechCXO — TheCustomer.co — The Customer Initiative — 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 — Dana Soza — DesiredPath — Ellacott Consulting — Paul Lucherini — SGE Solutions — 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 — MarketSource — Paul Lucherini — 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* — Centric Notion — ChurnRX — Customer Success Rocket — CS Leadership –— CX By Design — DesiredPath — Ellacott Consulting — MarketSource — Outcome Leaders — Paul Lucherini — SalesHackers (Brazil) — SuccessLabs — The Customer Initiative — 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* — Dana Soza — DesiredPath — Ellacott Consulting — FT Works — MarketSource —– Nagree Consulting — Paul Lucherini — TechCXO — 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 — Brilliant Customer Success — Centric Notion — CoLo Consulting — CSInTheValley — Customer Success Rocket — CS by Design — CX By Design — Dana Soza — Donna Weber — DesiredPath — Ellacott Consulting — ESG — FT Works — Method Garage — N2 Customer Success Consulting — MarketSource —– Nagree Consulting — Outcome Leaders — Paul Lucherini — SalesHackers (Brazil) — SGE Solutions — Strive Engagement — TheCustomer.co — The Customer Initiative —– 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 — Centric Notion — ConQuist BR — CSInTheValley — CS Leadership — CX By Design — Dana Soza — Donna Weber —– DB Kay & Associates –— DesiredPath — Dunn Growth Experts — Ellacott Consulting — ESG — FT Works —– Method Garage –— MarketSource — N2 Customer Success Consulting — Outcome Leaders — SalesHackers (Brazil) — Satrix Solutions — SGE Solutions — Strive Engagement — SuccessLabs — TechCXO — TheCustomer.co — The Customer Initiative — Thought Industries — 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* — Brilliant Customer Success — Centric Notion — ChurnRX — CSInTheValley — Customer Success Rocket — Dana Soza — DesiredPath — Ellacott Consulting — ESG — FT Works — MarketSource — Paul Lucherini — SGE Solutions — Strive Engagement —– TechCXO —– The Customer Initiative — The Successful Customer — 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 — Centric Notion —- ChurnRX — CoLo Consulting — ConQuist BR — CSInTheValley — CSMinsight — CS by Design — Customer Success Rocket — DesiredPath — Ellacott Consulting — MarketSource —– Method Garage ––– Nagree Consulting — Paul Lucherini — Satrix Solutions — SGE Solutions — Strive Engagement — The Customer Initiative —– 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 — Dana Soza — DesiredPath — Ellacott Consulting — MarketSource — Paul Lucherini — SGE Solutions — Strive Engagement — 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 — Dana Soza — Donna Weber — DesiredPath — MarketSource — Paul Lucherini — SGE Solutions — Strive Engagement — 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 — FT Works — Knowledge Bird — MarketSource — N2 Customer Success Consulting — Paul Lucherini — SGE Solutions — 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 — CoLo Consulting — *CS Leadership* — Dana Soza — DesiredPath — Donna Weber — MarketSource —– Method Garage — Paul Lucherini — SalesHackers (Brazil) — TechCXO –— 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 — CS by Design — CSInTheValley — Customer Success Rocket — Dana Soza —– DB Kay & Associates — DesiredPath — Ellacott Consulting — ESG — MarketSource — Paul Lucherini — Satrix Solutions — SGE Solutions — SuccessLabs — 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 — CS Leadership — Customer Success Rocket — BenchStrength — Dana Soza — DesiredPath — Ellacott Consulting — MarketSource —– N2 Customer Success Consulting — Paul Lucherini — 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* — CSInTheValley — Dana Soza — MarketSource —– N2 Customer Success Consulting — SGE Solutions —
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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 — 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 — Centric Notion — CSInTheValley —– CS Leadership –— Customer Success Rocket — Dana Soza — N2 Customer Success Consulting — Paul Lucherini — The Customer Initiative — Wigmore IT Group —
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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.
