task icon Task

Benchmark CS Org Structure

Requirements
Company size (ARR or employee count) and industry for relevant comparisons
1
slice icon Read CS Benchmarks Reference slice →
Start with baseline benchmark data
2
slice icon Read Customer Success Research Guide slice →
Get the org benchmark output format
3

Gather context from the user:

  • What's your company size? (ARR range or employee count)
  • What industry are you in?
  • Current CS team size? (optional, for comparison)
  • Any specific questions about structure? (roles, segmentation, ratios)

Check uiCustomer Success Context Profile for existing company context.
4

First, check sliceCS Benchmarks Reference — it has baseline ratios by stage.

Search only if the user's context isn't covered by cache data:

  • Specific industry vertical (healthcare, fintech, etc.)
  • Unusual company model (usage-based, marketplace)
  • Recent/emerging practices not in cache

If searching, run 1-2 targeted queries:

  1. "customer success team structure [specific industry] [year]"
  2. "[specific company similar to user] CS org structure"

Don't search for generic CSM ratios — those are in the cache.
5

Synthesize findings into the CS Org Structure Benchmark format:

  1. Headcount ratios (CS:Customer, CS:ARR)
  2. Role distribution at their stage
  3. Segmentation models used
  4. Comparable company examples
  5. Specific recommendations for their context

Include sources for all data points.
Note any gaps in available benchmarks.
6

Offer to save key benchmarks to uiCustomer Success Context Profile for future reference.
Ask if they want to dive deeper into any specific aspect (roles, segmentation, hiring plan).

 
                    To run this task you must have the following required information:

> Company size (ARR or employee count) and industry for relevant comparisons

If you don't have all of this information, exit here and respond asking for any extra information you require, and instructions to run this task again with ALL required information.

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You MUST use a todo list to complete these steps in order. Never move on to one step if you haven't completed the previous step. If you have multiple read steps in a row, read them all at once (in parallel).

Add all steps to your todo list now and begin executing.

## Steps

1. [Read CS Benchmarks Reference]: Read the documentation in: `./skills/sauna/[skill_id]/references/success.benchmarks.cache.md` (Start with baseline benchmark data)

2. [Read Customer Success Research Guide]: Read the documentation in: `./skills/sauna/[skill_id]/references/success.research.guide.md` (Get the org benchmark output format)

3. Gather context from the user:
- What's your company size? (ARR range or employee count)
- What industry are you in?
- Current CS team size? (optional, for comparison)
- Any specific questions about structure? (roles, segmentation, ratios)

Check `./documents/customer-success/profile.yaml` for existing company context.


4. **First, check `./skills/sauna/[skill_id]/references/success.benchmarks.cache.md`** — it has baseline ratios by stage.

**Search only if** the user's context isn't covered by cache data:
- Specific industry vertical (healthcare, fintech, etc.)
- Unusual company model (usage-based, marketplace)
- Recent/emerging practices not in cache

If searching, run 1-2 targeted queries:
1. "customer success team structure [specific industry] [year]"
2. "[specific company similar to user] CS org structure"

Don't search for generic CSM ratios — those are in the cache.


5. Synthesize findings into the CS Org Structure Benchmark format:

1. Headcount ratios (CS:Customer, CS:ARR)
2. Role distribution at their stage
3. Segmentation models used
4. Comparable company examples
5. Specific recommendations for their context

Include sources for all data points.
Note any gaps in available benchmarks.


6. Offer to save key benchmarks to `./documents/customer-success/profile.yaml` for future reference.
Ask if they want to dive deeper into any specific aspect (roles, segmentation, hiring plan).