AI Agent Workflow Collection

Assesses whether a CSM's book of accounts is manageable given the mix of account tiers, health states, upcoming events, and strategic demands. Produces a capacity assessment with overload indicators, rebalancing suggestions, and evidence for headcount conversations. Use when asked to assess workload, evaluate book capacity, determine if a CSM is overloaded, justify additional headcount, plan account distribution, or when a CSM or manager needs to understand whether the portfolio is sustainable. Also triggers for questions about CSM capacity, workload management, account-to-CSM ratios, book balance, portfolio sizing, or when to hire.

Builds the business case for CS investment -- headcount, tooling, programmes, or operational improvements. Structures the argument in CFO-ready language with ROI projection, risk quantification, and evidence from portfolio data. Use when asked to build a business case for CS resources, justify headcount, make the case for a CS tool, propose a programme investment, or when a CS leader needs to secure budget or approval from finance or executive leadership. Also triggers for questions about CS headcount justification, tooling business cases, CS ROI for leadership, budget requests, or how to make the financial case for investing in customer success.

Condenses account context into structured executive summaries of varying depth -- from a 30-second verbal brief to a one-page written summary. Formats for the specific executive audience (your leadership, the customer's leadership, or both). Use when asked to prepare an executive briefing, write an account summary for leadership, create a board-level overview, condense account information for a VP or CRO, or when a CSM needs to brief someone senior quickly. Also triggers for questions about executive summaries, leadership briefings, account snapshots for management, or condensing complex account situations into executive-ready formats.