Customer Success Research
skill icon Skill
Customer Success Research
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.
Available Tasks

Tasks

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

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Benchmark CS Org Structure User wants to benchmark CS org structure or headcount (Research customer success org structures and headcount ratios for companies of similar size)
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Benchmark Success Metrics User wants to research success metrics or health scoring approaches (Research top success metrics and health scoring approaches by industry)
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Evaluate CS Tech Stacks User wants to evaluate CS tech stacks or tooling (Research customer success tooling stacks across company stages)
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Analyze Competitor CS Programs User wants to analyze competitor CS programs (Research how competitors structure their customer success programs)
Memory Locations

State

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

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Work Overview
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Agent Activation
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"
Dependencies

Dependencies

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

Exa Research
Exa Research When: For all web research operations
Knowledge

Knowledge

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

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Research Guidelines Core research principles for all outputs (Common principles for all domain research tasks)
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Customer Success Research Guide Read before any research operation for output formats and synthesis guidance (Output formats and research guidance for CS benchmarking)
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CS Benchmarks Reference Check for pre-stored benchmarks before searching (Pre-aggregated customer success benchmarks to reduce redundant searches)
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CS Research Patterns Handling paywalled content, PDFs, and synthesis shortcuts (Handling paywalled content, PDFs, stale data, and synthesis shortcuts)
Limitations
Quality depends on publicly available information. Proprietary benchmarks may not be accessible. 
                    ---
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`



## State

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

**Work Overview**
When: Reference company context for relevant comparisons
Use this file: `documents/work/overview.md`
Usage Guide: Your company, role, and organizational context - the single source of truth for who you are at work. Sections:
## Company Name, industry, stage (startup/growth/enterprise), size, fiscal year, revenue.
## Role Your title, department, responsibilities, tenure.
## Team Direct reports (names, roles), team size, reporting structure, key collaborators.
## Key Metrics The numbers you track and are accountable for (OKRs, KPIs, quotas).
## Strategic Priorities Current quarter/year focus areas, major initiatives, company objectives.
## Tools HR systems, analytics platforms, CRM, communication tools you use.
## Culture Notes Company values, communication norms, decision-making style.
## ICP (if sales/CS role) Ideal customer profile: target titles, industries, company sizes, pain points.
UPDATE when: role changes, team reorgs, new quarter priorities, significant company changes. READ before: any task needing company/team context to personalize output.



## 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`

INSTALLER

                    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.