ARR
$840k
Renewal
Sep 1, 2026 (overdue)
CSM Owner
Health Score · 30d
ARR
$840k
NPS Score
2
Detractor
Open Tickets
—
Connect Zendesk to track
Days to Renewal
Overdue
6d overdue
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
Chris Morgan
CEO
Departed
Amanda Torres
Director of Operations
No goals defined yet.
MRR
$900/mo
Plan
Starter
Ends
Aug 15, 2026
Renewal — Overdue Follow-up
Close Jul 31, 2026 · overdue
Downgrade Discussion
Close Sep 4, 2026 · overdue
Helen Park
Procurement Lead
Renewal risk, expansion signals, payment health
Feature usage, DAU/MAU ratio, activation depth
Login frequency, session length, team activity
Ticket volume, CSAT, resolution time
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.
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.