Renewal Manager Cockpit Health Forecast Save plays Portfolio

cus_meridian_pay

$28000 ARR · renews 2026-07-19 · 58d to renewal

expansion Ready to buy severity LOW score 0.270

Factor	Weight	Current	Contribution
payment_history	0.40	0.18	0.072
usage_trend	0.30	0.22	0.066
champion_status	0.20	0.20	0.040
support_sentiment	0.10	0.15	0.015
TOTAL			0.193 (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: medium

security addon pitch

Sustained 3.2x usage growth plus an inbound SOC 2 request — a warm, customer-initiated security add-on expansion.

Anchors · cited evidence source_ids

posthog:ph_meridian_api conversation:email_meridian_soc2

Evidence · cited signals the worker reasoned over

Evidence from posthog inbound email stripe

Inbound email 1

conversation:email_meridian_soc2 2026-05-15

On the 2026-05-15 QBR the team asked about the SOC 2 add-on for an upcoming enterprise deal of theirs.

PostHog 1

posthog:ph_meridian_api 2026-05-18

API calls running 3.2x baseline for six straight weeks; premium endpoints are driving the growth.
Raw payload
```
{
  "api_multiple": 3.2
}
```

Stripe 1

stripe:in_meridianRENEW 2026-05-17

On-time payment history; renewal in 58 days.
Raw payload
```
{
  "amount_usd": 28000
}
```

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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