Renewal Manager Cockpit Health Forecast Save plays Portfolio

cus_pelican_health

$84000 ARR · renews 2026-07-24 · 63d to renewal

at_risk severity MED score 0.540

Factor	Weight	Current	Contribution
payment_history	0.40	0.32	0.128
usage_trend	0.30	0.48	0.144
champion_status	0.20	0.62	0.124
support_sentiment	0.10	0.58	0.058
TOTAL			0.454 (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

health check call

A broken integration plus a silent billing contact — two compounding contact gaps. Re-establish a live conversation before the signals stack further.

Anchors · cited evidence source_ids

salesforce:sf_pelican_sync conversation:email_pelican_2

Evidence · cited signals the worker reasoned over

Evidence from salesforce inbound email stripe

Inbound email 1

conversation:email_pelican_2 2026-05-16

Two outreach emails to the billing contact went unanswered over 14 days — no opens on the second.

Salesforce 1

salesforce:sf_pelican_sync 2026-05-18

Salesforce sync has been disconnected since 2026-05-04; no CRM activity has flowed for 18 days.

Stripe 1

stripe:in_pelicanRENEW 2026-05-14

Upcoming invoice $84,000 due in 63 days; auto-renew on.
Raw payload
```
{
  "amount_usd": 84000
}
```

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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