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Canopy Health

At Risk
HealthcareMid-Marketrenewal

ARR

$88k

Renewal

Aug 18, 2026 · 26d

CSM Owner

AAlex Chen

Health Score · 30d

↓26
47Health
At Risk

ARR

$88k

NPS Score

3

Detractor

Open Tickets

—

Connect Zendesk to track

Days to Renewal

26

26d 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

Sarah Johnson

Director of Operations

Champion
sarah.johnson@canopyhealth.comLast contact Jul 1, 2026

Michael Chen

CEO

Exec Sponsor
michael.chen@canopyhealth.comLast contact Jun 28, 2026

Goals & Success Criteria

No goals defined yet.

Product Adoption Score

Manual

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

37

Health Score Breakdown

Weighted total: 44
Product Adoption20% weight

Feature usage, DAU/MAU ratio, activation depth

37/ 100
contributes 7pts
Engagement20% weight

Login frequency, session length, team activity

38/ 100
contributes 8pts
Support Health20% weight

Ticket volume, CSAT, resolution time

54/ 100
contributes 11pts
Sentiment20% weight

NPS trend, survey responses, stakeholder mood

39/ 100
contributes 8pts
Commercial20% weight

Renewal risk, expansion signals, payment health

52/ 100
contributes 10pts

Activity Timeline

6 touchpoints
📞Call12 days agoJul 10, 2026

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

📧Email19 days agoJul 3, 2026

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

🤝Meetingabout 1 month agoJun 18, 2026

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

📞Callabout 1 month agoJun 9, 2026

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

🎫Ticketabout 2 months agoMay 27, 2026

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

📧Email2 months agoMay 18, 2026

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