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

> Company stage (early, growth, enterprise) for relevant tool recommendations

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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 tooling by stage and platform comparisons)

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

3. Gather context from the user:
- What stage is your company? (Early/Seed, Growth/Series B-C, Enterprise/Series D+)
- What tools do you currently use? (CRM, success platform, analytics)
- Any specific category you're evaluating? (success platform, analytics, CS ops)
- Budget constraints?

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


4. **First, check `./skills/sauna/[skill_id]/references/success.benchmarks.cache.md`** — it has tools by stage and a
platform comparison matrix (Gainsight, ChurnZero, Totango, Vitally, Planhat, Catalyst).

**Search only if** the user needs:
- Head-to-head comparison of specific tools not in cache
- Recent reviews or pricing changes
- Niche tools for specific use cases

If searching, run 1-2 targeted queries:
1. "[Tool A] vs [Tool B] review 2024"
2. "best [specific category] tool for [stage] startup"

For platform comparisons, G2 head-to-head pages are most useful.


5. Synthesize findings into the CS Tooling Stack Evaluation format:

1. Recommended stack by company stage
2. Tool comparisons for relevant categories
3. Pricing ranges and value assessment
4. Integration considerations
5. Stage-appropriate recommendations

Include sources and note recency of reviews.


6. Provide specific recommendations:
- Tools to prioritize based on their stage and needs
- Build vs buy considerations
- Migration path if switching tools

Ask if they want deeper comparison on any specific tool category.