To determine CSM capacity, please answer the following questions:
How many hours a month does a CSM devote to customer-focused work? 128 hours is best practice.
We suggest that every CSM devotes 80% of their time to client-focused work. Take this into consideration when inputting the number of hours a CSM devotes to customer work.
On average how many overall hours per month are spent on one client?
Think of the average number of hours that are spent on each client per month. This includes time spent on projects, emails, and overall communication time.
How many customers do you currently have?
How many Customer Success Managers (CSMs) do you currently have?