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

> Competitor names (1-3) to analyze

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## Steps

1. [Read CS Benchmarks Reference]: Read the documentation in: `./skills/sauna/[skill_id]/references/success.benchmarks.cache.md` (Reference for interpreting competitor data against benchmarks)

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

3. [Read CS Research Patterns]: Read the documentation in: `./skills/sauna/[skill_id]/references/success.research.patterns.md` (Guidance for confidence levels and handling indirect sources)

4. Gather context from the user:
- Which competitors should we analyze? (recommend 1-2 for depth)
- What aspects are most important? (onboarding, health tracking, expansion, resources)
- Any specific competitive concerns or questions?

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

**Scope guidance:** Analyzing 3+ competitors produces shallow results. For actionable
intelligence, recommend 1-2 competitors with deeper analysis. Offer to do additional
competitors in follow-up if needed.


5. Use `./skills/sauna/[skill_id]/references/skill/research.exa.lookup` to research each competitor's CS program.

**Run exactly 3 searches per competitor** (in this order):

1. "[competitor] customer success team hiring OR jobs"
   → Reveals: team structure, roles, priorities, growth signals

2. "[competitor] customer onboarding OR academy OR help center"
   → Reveals: self-service resources, onboarding model, education investment

3. "[competitor] customer reviews support experience G2 OR Trustpilot"
   → Reveals: customer perception, strengths/weaknesses, response patterns

**Interpreting job postings:**
- "Scaled CS" or "Pooled CSM" → low-touch/digital model
- "Enterprise CSM" with high salary → high-touch, strategic accounts
- "CS Ops" or "CS Analytics" → mature, operationalized team
- Multiple "Onboarding Specialist" roles → implementation-heavy product
- "Community Manager" → investing in 1:many success model


6. Synthesize findings into the Competitive CS Program Analysis format.

**Apply confidence annotations from the synthesis guide:**
- **Confirmed:** Direct from public docs, official sources
- **Reported:** From customer reviews, news articles
- **Inferred:** Derived from job postings, indirect signals

Example synthesis: "Linear uses a pooled CS model (inferred from 'Scaled CSM' job posting)
with strong self-service focus (confirmed via extensive public documentation)."

Include:
1. Comparison matrix across key dimensions
2. Detailed analysis per competitor with confidence markers
3. Opportunities for differentiation
4. Threats to address

Include sources for all findings.


7. Provide strategic recommendations:
- Gaps you could fill vs competitors
- Competitive advantages to emphasize
- Areas where you're behind and need to catch up

Offer to save competitive intelligence to `./documents/customer-success/profile.yaml`.