What kind of KPIs can I hold my team accountable for if they're extremely bandwidth constrained?
When bandwidth is extremely tight, focus on high-leverage KPIs that align with essential business outcomes and don't create unnecessary admin overhead:
Must-Have Metrics
Critical account retention rates
Revenue at risk identification
Core product adoption milestones
Basic customer health scoring (simple red/yellow/green) - AI generated and not CSM-owned (NO MANUAL SCORING!)
Minimum touch frequency for key accounts
Efficient Activity Metrics
% of proactive vs reactive work
High-risk account coverage
Essential QBR completion (top accounts only)
Response time to critical issues
Key milestone completion rates
Crucial Adjustments:
Segment customers ruthlessly - focus metrics on top/strategic accounts
Simplify reporting - weekly numbers only for what's truly critical
Automate what you can (basic health scores, usage alerts)
Cut nice-to-have activities entirely
Accept "good enough" on non-critical accounts
What to Skip:
Detailed activity tracking
Complex scoring systems
Non-essential customer touchpoints
Granular feature adoption metrics
Extensive documentation requirements
The key is choosing 3-5 metrics maximum that:
Have clear business impact
Are simple to track
Don't require manual data entry
Focus team on highest-value work