Renewal Manager Cockpit Health Forecast Save plays Portfolio

cus_acme_robotics

$148000 ARR · renews 2026-06-12 · 21d to renewal

likely_churn severity HIGH score 0.890

Factor	Weight	Current	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)

Generate EBR One-click printable Executive Business Review deck.

Account health · daily diary from the merged monitor

Diary starts with the next scan

The account-health watcher writes its first entry at the next 06:00 scan. Entries appear here as they're written — verbatim, never summarized.

Timeline · unified account history

Save play 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.
↓

Health 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.
Diary 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
↓

Health 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.
Outcome renewed 2026-05-08
Diary 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.
Diary standard LOW 2026-04-12

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

Save play · Tier-2/3 supervised retention recommendation

expected lift: 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.

Anchors · cited evidence source_ids

zendesk:ticket_4821 nps:survey_2026q2_acme hubspot:deal_8841992

Evidence · cited signals the worker reasoned over

Evidence from 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).
Raw payload
```
{
  "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.

Diary · longitudinal account memory

First scan — diary builds one paragraph per daily run starting on the next 06:00 UTC tick. After 6 months you have 180 entries; the moat is real and time-based.

Confidence

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

connected

Slack

connected

HubSpot

connected

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