Hire vs Outsource
Example · Board of 3Hire a customer success team or outsource to a CS firm?
Chief of staff
This one needs a board: The Operator, The CFO and The Strategist. The Operator turns strategy into the boring, sequenced work that actually ships. Each researches alone first, then they react to one another — and on a decision, two of them take opposed sides.
The OperatorCOO
The CFOFinancial Controller
The StrategistCompetitive Expert

Asked first
Who would own this on Monday if you said yes today?
MeSomeone on the teamNobody yet
The board’s call
Hire the in-house customer success lead, but keep one outsourced specialist on retainer for technical onboarding.
Customer success is a learning loop — the patterns are the product signal. Hybrid (in-house lead + outsourced specialist) often beats either pure path.

The Strategist disagreed
“Onboarding new in-house CSM takes 60-90 days — bridge the transition”
Board of 3 · up to 135 credits on the card · an example, not a recorded run








