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Customer Success Leadership Roundtable: Capacity Planning and Forecasting



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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