Step 1: List out all of your internal meetings and the number of hours your CSMs spend in those meetings per month. If there are recurring quarterly or annual events, divide that time by 3 or 12, respectively, to get the monthly hour allocation. Don’t forget to include things like vacation or lunch hours!
Step 2: List out all of the activities that your CSMs do with your customers - both live and offline. Determine how much time you’d expect them to spend per customer per month.
Step 3: Once you have a count of customers that your CSMs can manage, head on over to