Renewal Manager Cockpit Health Forecast Save plays Portfolio

cus_cobalt_forge

$58000 ARR · renews 2026-07-07 · 46d to renewal

at_risk severity MED score 0.610

Factor	Weight	Current	Contribution
payment_history	0.40	0.30	0.120
usage_trend	0.30	0.50	0.150
champion_status	0.20	0.68	0.136
support_sentiment	0.10	0.55	0.055
TOTAL			0.461 (MED)

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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

No activity yet. As the daily scan, health checks, save plays and renewals accrue, they merge here into one history — newest first.

Save play · Tier-2/3 supervised retention recommendation

expected lift: medium

champion handoff session

A post-reorg adoption plateau across Amplitude and Segment, a billing contact gone quiet in the CRM, and an open cost-per-seat escalation — the signature of an orphaned account drifting toward churn. A structured handoff session re-seats ownership and re-justifies the spend before renewal.

Anchors · cited evidence source_ids

amplitude:cus_cobalt_forge:event_count_30d hubspot:contact_cobalt_maya zendesk:ticket_cobalt_3310

Evidence · cited signals the worker reasoned over

Evidence from amplitude hubspot zendesk segment stripe

HubSpot 2

hubspot:contact_cobalt_maya 2026-05-17

Champion Maya O. changed role to VP Engineering in the CRM; the primary admin seat was not reassigned for 18 days.
hubspot:hubspot:contact_cobalt_billing:hs_lastmodifieddate 2026-05-06

Billing contact's last CRM interaction was 16 days ago — no email open, meeting, or note since the reorg announcement.
Raw payload
```
{
  "days_since_activity": 16
}
```

Amplitude 1

amplitude:amplitude:cus_cobalt_forge:event_count_30d 2026-05-19

Active-feature usage down 27% month-over-month after the Q1 reorg; the three core workflows that drove value last quarter went near-idle.
Raw payload
```
{
  "active_feature_delta_pct": -27
}
```

Segment 1

segment:segment:cus_cobalt_forge:recent_event_types 2026-05-20

Engagement tracking dropout: Segment stopped receiving product events from 9 of 22 instrumented users over the last 14 days.
Raw payload
```
{
  "silent_user_count": 9
}
```

Stripe 1

stripe:in_cobaltRENEW 2026-05-16

Upcoming invoice $58,000 due in 46 days; paid on time historically.
Raw payload
```
{
  "amount_usd": 58000
}
```

Zendesk 1

zendesk:ticket_cobalt_3310 2026-05-18

Escalated support ticket from billing contact: 'We're paying for 22 seats and barely using a third of them — I need to see the cost-per-seat justified before we renew.'
Raw payload
```
{
  "escalated": true,
  "tag": "cost_per_seat"
}
```

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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