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Code of Practice for Assessment Firms Offering STAR
Code of Practice for Assessment Firms Offering STAR

Code of Practice for Assessment Firms Offering STAR

Release Date: 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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