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Portfolio Demo · v1.0

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Mesa Property

At Risk
Real EstateMid-Marketrenewal

ARR

$72k

Renewal

Sep 7, 2026 · 0d

CSM Owner

JJames Wilson

Health Score · 30d

-2
41Health
At Risk

ARR

$72k

NPS Score

2

Detractor

Open Tickets

—

Connect Zendesk to track

Days to Renewal

0

0d remaining

Last ContactNo contact yet

Next Actions

4

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

Key Contacts

1

Kevin Brooks

CFO

Exec Sponsor
kevin.brooks@mesaproperty.comLast contact Jul 20, 2026

Departed

Laura Nguyen

VP Customer Experience

ChampionDeparted
laura.nguyen@mesaproperty.comDeparted Jul 26, 2026

Goals & Success Criteria

No goals defined yet.

CRM Signals

Salesforce
2 open · $28K

Renewal — At Risk

Close Jul 26, 2026 · overdue

Qualification$18K

Downgrade Consideration

Close Sep 9, 2026

Needs Analysis$10K
Key Contacts

Rachel Green

Procurement Manager

Health Score Breakdown

Weighted total: 46
Engagement20% weight

Login frequency, session length, team activity

51/ 100
contributes 10pts
Support Health20% weight

Ticket volume, CSAT, resolution time

36/ 100
contributes 7pts
Sentiment20% weight

NPS trend, survey responses, stakeholder mood

41/ 100
contributes 8pts
Commercial20% weight

Renewal risk, expansion signals, payment health

66/ 100
contributes 13pts
Product Adoption20% weight

Feature usage, DAU/MAU ratio, activation depth

35/ 100
contributes 7pts

Activity Timeline

6 touchpoints
📞Call29 days agoAug 9, 2026

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

📧Emailabout 1 month agoJul 27, 2026

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

🤝Meetingabout 2 months agoJul 16, 2026

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

📞Call2 months agoJul 4, 2026

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

🎫Ticket3 months agoJun 23, 2026

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

📧Email3 months agoJun 14, 2026

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