See how risk and revenue are really distributed across your team
Per-CSM scorecards with workload grades and rebalancing recommendations
3 free runs to try first. No credit card required.
CSM Workload Analyzer
Balance workload across your CSMs
What you get
Per-CSM scorecard: deal count, ARR, risk distribution, engagement health, and workload grade
Team overview dashboard with average book size and health across all owners
Balance analysis quantifying distribution imbalance with specific flags
Rebalancing recommendations with account transfer suggestions and disruption warnings
Delivered in under 2 minutes. Run monthly for capacity planning or weekly for workload monitoring.
How It Works
Up and running in under 2 minutes
Connect HubSpot
One-click OAuth. Read-only access to deals, contacts, and engagements. Works with any HubSpot tier.
Agent Analyzes Workload Distribution
Maps every account to its owner and analyzes ARR, risk distribution, engagement health, and upcoming renewal load per CSM.
Get Your Team Scorecard
Per-CSM scorecards with workload grades, balance analysis, and specific rebalancing recommendations.
The Difference
Stop guessing. Start knowing.
Without CSM Workload Analyzer
No visibility into how risk concentrates across CSMs
Some CSMs overloaded with at-risk accounts while others have lighter books
Workload balancing based on account count, not ARR or risk
Losing a CSM means scrambling to figure out their book
With CSM Workload Analyzer
Clear per-CSM scorecards showing ARR, risk, and engagement health
Risk concentration visible at a glance — know who's overloaded
Rebalancing recommendations weighted by ARR, risk, and relationship disruption
Capacity planning scenarios: what happens if you hire one, or lose one
Capabilities
What's Inside
Team Overview Dashboard
Total CSMs, accounts, ARR under management, average book size, and average health across all owners.
Per-CSM Scorecard
Deal count, ARR, risk distribution, engagement health, upcoming renewals, and a workload grade per owner.
Balance Analysis
Quantifies distribution imbalance and flags disproportionate risk concentration.
Rebalancing Recommendations
Specific account transfers ranked by impact with relationship disruption warnings.
Capacity Planning
What-if scenarios: optimal book split if hiring, redistribution plan if losing a CSM.
Built for you if…
You're a VP or Director of CS responsible for team capacity and workload distribution
You're planning headcount and need data on current team utilization
You're losing a CSM and need to redistribute their book intelligently
You want to ensure at-risk revenue isn't concentrated on one or two overloaded CSMs
An overloaded CSM managing $2M in at-risk ARR is an invisible time bomb. This agent is $10/mo.
3 free runs. No credit card. Cancel anytime.
Common Questions
Read-only access via OAuth to deals, contacts, companies, and engagement history. We never modify your data.
Under 2 minutes. Connect HubSpot and get per-CSM scorecards with workload grades for your entire team.
Yes. The analysis weights by ARR, risk tier, engagement health, and upcoming renewal load — not just raw account count.
Yes. The capacity planning feature models optimal book splits if hiring, and redistribution plans if losing a CSM — with disruption warnings for each scenario.
Yes. Cancel in one click on agent.ai. No contracts, no minimums. Your first 3 runs are free.
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See the difference in 2 minutes
Connect your HubSpot, run CSM Workload Analyzer, and see results before you spend a dollar. 3 free runs included.
Want every agent? Get all 39 for $25/mo