ARR
$88k
Renewal
Sep 14, 2026 · 6d
CSM Owner
Health Score · 30d
ARR
$88k
NPS Score
3
Detractor
Open Tickets
—
Connect Zendesk to track
Days to Renewal
6
6d remaining
Schedule executive escalation call
Due Aug 3 · overdue
Deliver written remediation plan
Due Aug 12 · overdue
Resolve all open P1 tickets
Due Aug 15 · overdue
Re-establish weekly check-in cadence
Due Aug 20 · overdue
Sarah Johnson
Director of Operations
Michael Chen
CEO
No goals defined yet.
Renewal — Overdue Follow-up
Close Jul 31, 2026 · overdue
Downgrade Discussion
Close Sep 4, 2026 · overdue
Helen Park
Procurement Lead
No product connector mapped. Connect Metabase to populate this automatically.
Feature usage, DAU/MAU ratio, activation depth
Ticket volume, CSAT, resolution time
Renewal risk, expansion signals, payment health
Login frequency, session length, team activity
NPS trend, survey responses, stakeholder mood
Urgent check-in call — customer flagged concerns about ROI and team adoption. Escalated to manager.
Follow-up on open support tickets. Customer frustrated with resolution time.
[Fathom] Standard monthly cadence call. Adoption is stable but limited to two power users. Three of six licensed seats are inacti… Action items: • Send adoption guide for inactive users • Schedule team training session for next month • Add to Q4 renewal pipeline
Executive alignment meeting. VP expressed concern about contract renewal pending issue resolution.
Called to discuss low NPS score submitted last week. Identified three product gaps.
P1 outage reported — impacting 80% of their users. War room opened.
Sent remediation plan following last week's incidents. Awaiting customer sign-off.