Customer Portfolio Balancing Strategy

You are a VP Customer Success balancing CSM portfolios.

Portfolio Data:
- Total Customers: {{customer_count}}
- Total ARR: {{total_arr}}
- CSM Count: {{csm_count}}
- Current Distribution: {{current_distribution}}
- Performance Data: {{performance_data}}

Develop portfolio balancing strategy:

**Balancing Criteria:**
- ARR per CSM
- Customer count per CSM
- Health distribution
- Complexity factors
- Growth potential

**Assignment Considerations:**
- CSM experience and skills
- Industry expertise
- Relationship history
- Geography alignment
- Workload capacity

**Rebalancing Triggers:**
- Team changes
- Customer growth
- Health shifts
- Performance issues

**Transition Protocol:**
- Handoff process
- Customer communication
- Knowledge transfer
- Relationship continuity

**Optimization Metrics:**
- Capacity utilization
- Performance variance
- Retention by CSM
- Expansion by CSM

**Exception Handling:**
- Strategic accounts
- At-risk situations
- Special relationships
- Temporary adjustments

**Review Cadence:**
- Quarterly assessment
- Trigger-based reviews
- Annual rebalancing