Renewal Manager Panel Salud Previsión Planes de retención Cartera

cus_acme_robotics

$148000 ARR · renueva 2026-06-12 · 21 d hasta la renovación

likely_churn gravedad HIGH puntuación 0.890

Factor	Peso	Actual	Contribución
payment_history	0.40	0.62	0.248
usage_trend	0.30	0.88	0.264
champion_status	0.20	0.91	0.182
support_sentiment	0.10	0.84	0.084
TOTAL			0.778 (HIGH)

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Salud de la cuenta · diario del monitor unificado

El diario comienza con el próximo análisis

El monitor de salud de cuenta escribe su primera entrada en el próximo análisis de las 06:00. Las entradas aparecen aquí tal como se escriben — textualmente, nunca resumidas.

Cronología · historial unificado de la cuenta

Jugada de retención exec_sponsor_intro 2026-05-21

Economic-buyer NPS detractor plus a stalled renewal deal — a value-perception problem, not product failure. An exec-to-exec ROI conversation before the 2026-06-12 invoice is the move.
↓

Salud yellow → red 2026-05-20

Third independent degrade signal in a week: the HubSpot renewal deal slipped back to Negotiation while an escalated pricing ticket went unanswered for five days. Status drops to red — this account now needs an exec touch, not a CSM nudge.
Diario likely_churn HIGH 2026-05-19

Pattern hardened: pricing objection on the escalated ticket now corroborated by the economic-buyer NPS detractor. Reclassified likely_churn; recommending an exec save call.
Contacto last inbound 5d ago 2026-05-17
↓

Salud green → yellow 2026-05-13

First wobble: API usage flat MoM after twelve months of growth, and the prior invoice paid nine days late (first late payment in three years). Status moves green → yellow.
Resultado renewed 2026-05-08
Diario at_risk MED 2026-04-24

Champion Maya O. flagged a leadership budget review this quarter. No hard signal yet, but worth watching ahead of the June renewal. Holding at_risk.
Diario standard LOW 2026-04-12

Healthy baseline: usage steady, NPS promoter, invoices on time. No action — establishing the longitudinal record.

Jugada de retención · Recomendación de retención supervisada en Nivel 2/3

incremento esperado: high

exec save call

Three independent sources converged in the last week — a stalled HubSpot deal, an escalated pricing ticket, and an economic-buyer NPS detractor. The pattern is value-perception, not product failure, so an exec-to-exec ROI conversation before the 2026-06-12 invoice is the highest-leverage move.

Anclas · source_ids de evidencia citada

zendesk:ticket_4821 nps:survey_2026q2_acme hubspot:deal_8841992

Evidencia · señales citadas sobre las que razonó el empleado de IA

Evidencia de stripe slack hubspot zendesk nps

HubSpot 1

hubspot:deal_8841992 2026-05-19

Renewal deal slipped from 'Contract Sent' back to 'Negotiation'; close date pushed +21 days.

NPS 1

nps:survey_2026q2_acme 2026-05-14

Detractor: scored 4/10 — 'great product, unclear ROI at our current seat count'. Respondent = economic buyer.

Slack 1

slack:C04ACME/p1716031200 2026-05-16

Shared channel: admin Maya O. wrote 'leadership is reviewing the renewal budget this quarter'.

Stripe 1

stripe:in_1Q2acmeRoboticsRENEW 2026-05-18

Upcoming invoice $148,000 due 2026-06-12; auto-renew on. Prior invoice paid 9 days late (first late payment in 3y).
Carga sin procesar
```
{
  "amount_usd": 148000,
  "days_late_prior": 9
}
```

Zendesk 1

zendesk:ticket_4821 2026-05-17

Escalated ticket: 'pricing is becoming hard to justify vs. usage' — flagged to CSM, no reply in 5 days.

Diario · memoria longitudinal de la cuenta

Primer escaneo — el diario construye un párrafo por cada ejecución diaria a partir del próximo ciclo de las 06:00 UTC. Tras 6 meses tendrás 180 entradas; la ventaja es real y se construye con el tiempo.

Confianza

Medium-High

All three sources connected — Stripe billing, Slack channel signals, and HubSpot deal context. The worker's classification cites evidence from each source.

Stripe

conectado

Slack

conectado

HubSpot

conectado

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