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Customer Health Monitor

Every account graded Healthy / Watch / At Risk with archetype detection (Power User → Disconnected).

via Claude

Renewal archetypes · Power User → Disconnected

Power User

Engaged

Passive

At-Risk

Disconnected

On Track

Monitor

At Risk

ranked by deal value × urgency

1
Save BetaCo Industries
escalate to VP, find new champion, 30-day extension offer
Draft outreach Investigate account
2
Save Zeta Health
meeting with acting CTO this week, multi-year + compliance package
Draft outreach Investigate account
3
Confirm Kappa Capital
get multi-year addendum out, CFO countersign by month-end
Draft outreach Investigate account
4
Open Epsilon SaaS cross-sell
second team onboarding signal is explicit, $18K upside
Draft outreach Investigate account
5
Multi-thread Delta Manufacturing
single-threaded on one IT Director, get a second stakeholder
Draft outreach Investigate account

At Risk3 accountsCritical renewal risk — act this week before it becomes unrecoverable.

Account	Open value	Last touch	Why & recommendation
BetaCo Industries Manufacturing Disconnected2.8/10	$24K	47d ago	WhyChampion (Tom Reilly) departed March, no exec re-engagement in 47 days, usage down 40%. DoEscalate to VP this week. Identify new champion via LinkedIn or treat as lost.
Zeta Health Healthcare At-Risk3.2/10	$72K	38d ago	WhyExecutive change to acting CTO. Competitive evaluation underway. Compliance objection unaddressed. DoSave meeting this week with multi-year discount + compliance addendum.
Mu Media Media Disconnected1.9/10	$15K	62d ago	WhyAlready past renewal 14 days. Single-threaded on Director of IT, silent for 62 days. DoFinal outreach offering 30-day extension. Otherwise formally close-lost.

Monitor4 accountsCooling cadence, thin coverage, or weak data — stay close and close the gap.

Account	Open value	Last touch	Why & recommendation
Delta Manufacturing Manufacturing Passive4.6/10	$12K	22d ago	WhySingle-threaded — one contact (Roger Yates, IT Director, 14mo tenure). Engagement steady but shallow. DoGet a second stakeholder this quarter. Roger's manager or peer in operations.
Eta Networks Telecom Engaged6.0/10	$18K	11d ago	WhyProcurement budget objection moved this from Commit to Best Case. 21 days to close. DoGet CFO confirmation in writing by Friday.
Kappa Capital Financial Services Engaged6.4/10	$84K	3d ago	WhyLate-stage negotiation, CFO involved this week, 12% discount + multi-year ask. DoSign by month-end. Get the addendum out today.
Lambda Logistics Logistics Passive5.5/10	$42K	18d ago	WhySync hygiene issue — owner stale, last-activity may be inaccurate. DoReassign owner and verify activity timeline before any outreach.

On Track5 accountsRenewal is tracking well — maintain cadence and look for expansion opportunity.

Account	Open value	Last touch	Why & recommendation
Acme Cloud Inc Software Power User8.4/10 Expansion signal	$48K	4d ago	WhyPower User archetype with 6 active contacts, deep usage across operations and engineering teams, two seat-tier discussions in last 30 days. DoLock $24K seat-tier expansion at renewal.
Gamma Labs Biotech Power User9.1/10 Expansion signal	$90K	2d ago	WhyStrongest health in portfolio. 3-year extension discussion in progress with executive sponsor (CTO). DoPush for multi-year sign by Q2 — keep cadence weekly.
Epsilon SaaS Software Engaged7.7/10 Expansion signal	$36K	6d ago	WhyEngaged archetype, mentioned 'a second team wants to onboard' in last QBR — explicit cross-sell signal. DoOpen the cross-sell conversation this quarter — $18K upside on the table.
Theta Robotics Industrial Power User8.0/10 Expansion signal	$60K	5d ago	WhyPower User, Series C announced last quarter, public hiring page lists 40+ open engineering roles. DoHeadcount expansion play — schedule a seat-tier conversation with VP Engineering.
Iota Group Financial Services Engaged7.2/10	$30K	9d ago	WhySteady-state Engaged customer, 5 contacts, renewal 5mo out, no flags. DoMaintain quarterly cadence — no intervention needed.

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