Renewal Manager Cockpit Santé Prévisions Plans de rétention Portefeuille

cus_acme_robotics

$148000 ARR · se renouvelle 2026-06-12 · 21 j avant renouvellement

likely_churn gravité HIGH score 0.890

Facteur	Pondération	Actuel	Contribution
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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Santé du compte · journal quotidien du moniteur fusionné

Le journal démarre au prochain scan

Le moniteur de santé de compte écrit sa première entrée lors du prochain scan de 06h00. Les entrées apparaissent ici telles qu'écrites — mot pour mot, jamais résumées.

Chronologie · historique unifié du compte

Action de rétention 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.
↓

Santé 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.
Journal 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.
Contact last inbound 5d ago 2026-05-17
↓

Santé 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.
Résultat renewed 2026-05-08
Journal 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.
Journal standard LOW 2026-04-12

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

Plan de rétention · Recommandation de rétention supervisée niveau 2/3

gain attendu : 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.

Ancres · source_ids des preuves citées

zendesk:ticket_4821 nps:survey_2026q2_acme hubspot:deal_8841992

Preuves · signaux cités sur lesquels l'employé a raisonné

Données 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).
Données brutes
```
{
  "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.

Journal · mémoire longitudinale du compte

Premier scan — le journal se construit un paragraphe par exécution quotidienne à partir du prochain déclenchement à 06:00 UTC. Après 6 mois, vous disposez de 180 entrées ; l'avantage concurrentiel est réel et fondé sur le temps.

Confiance

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

connecté

Slack

connecté

HubSpot

connecté

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