In this CS Leadership Roundtable, host Andrew Marks and three Customer Success professionals--Chad Gagnon, Kristi Faltorusso, and Olivia Kennis--share their advice for capacity planning and forecasting. During the live event, the panelists discussed:
The importance of capacity planning
The steps involved in capacity planning and forecasting
Why it is important to define customer segments
How you determine the time requirements of your CSMs *
How to create a hiring forecast
By the end of the learning session, you’ll have learned numerous tips on how to do capacity planning and forecasting.
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