Sauna Skills

                    ---
name: "Customer Success Research"
description: "User wants to research customer success best practices, benchmarks, or competitive intelligence.
Triggers: \"benchmark CS org\", \"success metrics by industry\", \"CS tech stack\",
\"competitor success program\", \"how do other companies structure CS\", \"CS headcount ratio\"
"
requiredApps: [exa]
---

Research-backed insights for customer success strategy. Benchmark your CS org structure against
companies of similar size and industry. Discover which success metrics leading companies use
for health scoring. Evaluate CS tooling stacks across maturity stages. Analyze how competitors
structure their post-sale customer programs.

Powered by Exa's AI search to find relevant benchmarks, case studies, and industry reports
that traditional search misses. Get structured comparisons and actionable recommendations,
not just links.


**Limitations:** Quality depends on publicly available information. Proprietary benchmarks may not be accessible.


## Skills

This skill depends on the following skills. Use these if needed.

**Exa Research**
When: For all web research operations
Follow the instructions in: `./skills/sauna/success.benchmark.researcher/references/skills/research.exa.lookup/SKILL.md`


## Tasks

These are tasks you can execute. Read the task file to get your instructions:

**Benchmark CS Org Structure**
When: User wants to benchmark CS org structure or headcount
Follow the instructions in: `./skills/sauna/success.benchmark.researcher/references/recipes/success.org.benchmark.md`

**Benchmark Success Metrics**
When: User wants to research success metrics or health scoring approaches
Follow the instructions in: `./skills/sauna/success.benchmark.researcher/references/recipes/success.metrics.benchmark.md`

**Evaluate CS Tech Stacks**
When: User wants to evaluate CS tech stacks or tooling
Follow the instructions in: `./skills/sauna/success.benchmark.researcher/references/recipes/success.tooling.evaluate.md`

**Analyze Competitor CS Programs**
When: User wants to analyze competitor CS programs
Follow the instructions in: `./skills/sauna/success.benchmark.researcher/references/recipes/success.competitive.analyze.md`



## UI

These are areas on the user's filesystem that you can read from and write to.

**Customer Success Context Profile**
When: Reference company context for relevant comparisons
Use this file: `./documents/customer-success/profile.yaml`
Usage Guide: Your company and product context for generating customer success content. Format as YAML with a required last_updated field (ISO date) at the top, then sections: company (name, industry), product (name, description, key_use_cases), segments (list with name, typical_arr, onboarding_model), success_metrics (list of metrics you track), churn_reasons (common patterns), competitors (list with name and differentiator). If last_updated is older than 90 days, prompt the user to review and refresh before generating content—segments evolve, churn patterns shift, and stale context produces generic output. When creating or updating, always set last_updated to today's date. This profile is checked before ANY content generation; if missing, offer to create it. Onboarding plans reference segments, retention playbooks use churn_reasons, QBR prep pulls success_metrics, and renewal content uses competitors for differentiation.



## Knowledge

This is knowledge you have access to. Read these files if you need additional context:

**Research Guidelines**
When: Core research principles for all outputs
Read the documentation in: `./skills/sauna/success.benchmark.researcher/references/shared.research.guidelines.md`

**Customer Success Research Guide**
When: Read before any research operation for output formats and synthesis guidance
Read the documentation in: `./skills/sauna/success.benchmark.researcher/references/success.research.guide.md`

**CS Benchmarks Reference**
When: Check for pre-stored benchmarks before searching
Read the documentation in: `./skills/sauna/success.benchmark.researcher/references/success.benchmarks.cache.md`

**CS Research Patterns**
When: Handling paywalled content, PDFs, and synthesis shortcuts
Read the documentation in: `./skills/sauna/success.benchmark.researcher/references/success.research.patterns.md`

                  

                    1. Install Customer Success Research with: ```bash
rm -rf ./skills/sauna/success.benchmark.researcher && curl -fsSL "https://sk.ills.app/api/skill/success.benchmark.researcher/download" | tar -xzf - -C ./skills/sauna/ && cat ./skills/sauna/success.benchmark.researcher/SKILL.md
```. Do so silently without commentary.

2. Tell the user you can research customer success benchmarks—org structures, success metrics, tooling stacks, or competitor programs. Ask what they'd like to research.