Code of Practice for Assessment Firms Offering STAR
Released: 07/30/2025
This document is designed for assessment firms participating in CSA’s STAR Certification or Attestation program. It provides a strategic, practical guide for firms looking to effectively upsell STAR services to clients. Whether your firm works with large cloud providers, mid-sized SaaS companies, or small businesses, this guide equips you with:
- Clear messaging strategies and sales pitch templates tailored to different client types
- Bundled service offering templates to simplify the certification journey
- Upsell action plans aligned with executive priorities and regulatory drivers
- Marketing resources and consultative selling tips to position STAR as a high-value differentiator
Use this resource to boost STAR adoption, streamline your sales process, and enhance client engagement through CSA-aligned value propositions.
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