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OverviewAccountsInsightsQBRCohortsRenewals

Harbor Logistics

At Risk
LogisticsMid-Marketrenewal

ARR

$98k

Renewal

Sep 4, 2026 · 43d

CSM Owner

SSarah Kim

Health Score · 30d

↓21
53Health
At Risk

ARR

$98k

NPS Score

4

Detractor

Open Tickets

0

All clear

Days to Renewal

43

43d 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

Stephanie Walsh

Head of Customer Success

Champion
stephanie.walsh@harborlogistics.comLast contact Jul 7, 2026

Daniel Martinez

Chief Revenue Officer

Exec Sponsor
daniel.martinez@harborlogistics.comLast contact Jun 23, 2026

Goals & Success Criteria

No goals defined yet.

Product Adoption Score

Manual

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

52

Health Score Breakdown

Weighted total: 45
Support Health20% weight

Ticket volume, CSAT, resolution time

0/ 100
contributes 0pts
Product Adoption20% weight

Feature usage, DAU/MAU ratio, activation depth

52/ 100
contributes 10pts
Engagement20% weight

Login frequency, session length, team activity

62/ 100
contributes 12pts
Sentiment20% weight

NPS trend, survey responses, stakeholder mood

60/ 100
contributes 12pts
Commercial20% weight

Renewal risk, expansion signals, payment health

51/ 100
contributes 10pts

Activity Timeline

6 touchpoints
📞Call8 days agoJul 14, 2026

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

📧Email22 days agoJun 30, 2026

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

🤝Meetingabout 1 month agoJun 19, 2026

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

📞Callabout 1 month agoJun 10, 2026

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

🎫Ticketabout 2 months agoMay 29, 2026

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

📧Email2 months agoMay 19, 2026

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