Renewal Manager Cockpit Health Forecast Save plays Portfolio

cus_iridium_lend

$36000 ARR · renews 2026-08-18 · 88d to renewal

expansion Ready to buy severity LOW score 0.220

Factor	Weight	Current	Contribution
payment_history	0.40	0.14	0.056
usage_trend	0.30	0.20	0.060
champion_status	0.20	0.12	0.024
support_sentiment	0.10	0.16	0.016
TOTAL			0.156 (LOW)

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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: high

multi team rollout

A promoted champion with budget authority plus top CSAT — a ready-to-buy expansion. Lead with a multi-team rollout, not a renewal defense.

Anchors · cited evidence source_ids

hubspot:contact_iridium_sam zendesk:ticket_iridium_csat

Evidence · cited signals the worker reasoned over

Evidence from hubspot zendesk stripe

HubSpot 1

hubspot:contact_iridium_sam 2026-05-19

Champion Sam L. promoted to Director of Operations; expanded budget authority noted on the account.

Stripe 1

stripe:in_iridiumRENEW 2026-05-18

Healthy payment history; renewal in 88 days; seat count trending up.
Raw payload
```
{
  "amount_usd": 36000
}
```

Zendesk 1

zendesk:ticket_iridium_csat 2026-05-17

Last three resolved tickets scored 5/5 CSAT — 'this is becoming core to how we work'.

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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