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Account Health
# account-reviews
PR
MW
JL
9
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JL
Jess Lau
10:12 AM
Morning — Thursday's review moved to 2pm.
PR
Priya Raman
10:31 AM
Works for me. I'll have the renewal list ready before then.
MW
Marcus Webb
11:40 AM
Six enterprise accounts renew this quarter. Vertex is the biggest.
JL
Jess Lau
11:55 AM
Worth a closer look at that one before Thursday.
Today
MW
Marcus Webb
2:04 PM
Starting on notes for the review now.
PR
Priya Raman
2:13 PM
Where are we on Vertex's health?
B
I
S
Account Health
✕
PR
Priya Raman
2:13 PM
Where are we on Vertex's health?
Account Health
2:14 PM
Red, and it has been for two weeks. Three things are moving the wrong way:
- Weekly usage is falling, and the slide is accelerating.
- Two P1 escalations open — the oldest is 11 days.
- Their exec sponsor hasn't replied in three weeks.
Renewal is in nine weeks.
JL
Jess Lau
2:15 PM
How bad is the usage slide?
Account Health
2:15 PM
Six straight weeks down, and the last two are the steepest:
Weekly active users · 6 weeks
80 → 55 weekly actives
−22%
MW
Marcus Webb
2:16 PM
Priya, can you give them a call and set up a time?