Customer Success Intelligence · demo
Account Brief
One-page brief per account — deals, contacts, top 3 actions, gaps. Run in 20 seconds.
Pick an account from the Acme portfolio
BetaCo Industries
betaco.com · Manufacturing · Customer
1
Open deals
$24k
Open value
2
Contacts
47d ago
Last touch
Snapshot
Champion (Tom Reilly, IT Manager) departed in March. No executive re-engagement in 47 days. Product usage down 40% MoM. Renewal lands in 30 days — without a top-down save, this is Closed-Lost. The fact that there is still a single contact responding to outreach is the only reason it isn't classified Critical-Closed.
Open deals
· 1Top next actions
· 31
Escalate to your VP today. This isn't a CSM-level save — needs executive-level sponsorship outreach to BetaCo's COO or CFO.
2
Identify a new champion via LinkedIn — Tom Reilly's manager or a peer in operations.
3
Offer a 30-day extension + CSM-led re-onboarding session to buy time for the save play to land.
Risks & gaps
· 3Champion gone, exec disengaged, usage falling — three independent at-risk signals.
Procurement is the only remaining contact and they have not engaged on renewal terms.
If the save fails in next 14 days, treat as lost — don't let this drag forecast confidence into next quarter.
Want this on your real renewal book?
This same agent runs against your live HubSpot in <30 seconds. $25-49/mo founder pricing — locked for life.