LAYOUT | 🔋 CSM CAPACITY PLANNING

edited September 2023 in Catalyst 4 Catalyst

Difficulty Level: Walk

Time Investment: 10 minutes

As a CS Leader, you need to be able to assign accounts to your team in a way that plays to each CSM's strengths and doesn't overload any one team member.

The layout below will:

  • Help you assign accounts to CSMs making sure that books stay balanced
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