Stop defending headcount with guesswork. Model your book of business by segment, find your coverage gaps, and walk into the budget conversation with numbers that hold up.
…you know the problem. CS leaders are expected to scale coverage and prove ROI with fewer resources — but the staffing case usually lives in a messy spreadsheet nobody trusts.
Without a defensible model, "we're stretched" sounds like an opinion, not a business case.
Some CSMs carry 200 accounts, others 30. You feel it, but you can't show it quickly.
You suspect SMB is eating capacity that high-ARR accounts need — but proving it takes hours.
Enter your segments, account counts, and touch model. The planner does the rest and gives you a clear read-out you can drop into a deck.
Drop your email and I'll send you the planner the moment it's live — plus a free segmentation cheat-sheet.
No. You pay once and the file is yours forever, including future updates.
No. It's a single file that opens in any browser. Nothing is uploaded — your inputs stay on your machine.
CS leaders, CS Ops, and founders sizing a customer success team — anyone who needs a defensible staffing and segmentation model fast.
Yes. The Save-as-PDF output is built for exactly that.