What this does: This tool gives you a directional workload number so you can argue for realistic coverage: not just “X accounts per CSM” but a number tied to onboarding, QBRs, support time and admin overhead.
Pro tip: Run it for each segment separately. Enterprise, mid-market, and SMB need different coverage and time budgets.
1
Account information
Optional, but helpful when you tell the story (coverage vs ARR per CSM).
2
CSM activities
Total hands-on time through go-live. The tool spreads this across a quarter.
Includes prep plus meeting time per account.
Customer emails, calls, ad-hoc working sessions that sit with the CSM.
3
CSM work schedule
You can reduce this if you want to assume fewer “effective” hours per week.
Internal meetings, reporting, tooling, side projects. This time is not available for accounts.