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Cascade Ops

At Risk
OperationsSMBonboarding

ARR

$15k

Renewal

Sep 7, 2026 · 46d

CSM Owner

AAlex Chen

Health Score · 30d

↓25
51Health
At Risk

ARR

$15k

NPS Score

4

Detractor

Open Tickets

—

Connect Zendesk to track

Days to Renewal

46

46d remaining

Last ContactNo contact yet

Next Actions

4

Schedule executive escalation call

Due Jul 7 · overdue

Deliver written remediation plan

Due Jul 16 · overdue

Resolve all open P1 tickets

Due Jul 19 · overdue

Re-establish weekly check-in cadence

Due Jul 24

Key Contacts

2

Laura Nguyen

VP Customer Experience

Champion
laura.nguyen@cascadeops.comLast contact Jul 5, 2026

Kevin Brooks

CFO

Exec Sponsor
kevin.brooks@cascadeops.comLast contact Jun 18, 2026

Goals & Success Criteria

No goals defined yet.

Product Adoption Score

Manual

No product connector mapped. Connect Metabase to populate this automatically.

42

Health Score Breakdown

Weighted total: 43
Product Adoption20% weight

Feature usage, DAU/MAU ratio, activation depth

42/ 100
contributes 8pts
Support Health20% weight

Ticket volume, CSAT, resolution time

42/ 100
contributes 8pts
Commercial20% weight

Renewal risk, expansion signals, payment health

46/ 100
contributes 9pts
Engagement20% weight

Login frequency, session length, team activity

61/ 100
contributes 12pts
Sentiment20% weight

NPS trend, survey responses, stakeholder mood

25/ 100
contributes 5pts

Activity Timeline

6 touchpoints
📞Call10 days agoJul 12, 2026

Urgent check-in call — customer flagged concerns about ROI and team adoption. Escalated to manager.

📧Email20 days agoJul 2, 2026

Follow-up on open support tickets. Customer frustrated with resolution time.

🤝Meetingabout 1 month agoJun 21, 2026

Executive alignment meeting. VP expressed concern about contract renewal pending issue resolution.

📞Callabout 2 months agoJun 7, 2026

Called to discuss low NPS score submitted last week. Identified three product gaps.

🎫Ticketabout 2 months agoMay 28, 2026

P1 outage reported — impacting 80% of their users. War room opened.

📧Email2 months agoMay 20, 2026

Sent remediation plan following last week's incidents. Awaiting customer sign-off.