True
LIVE · 1Backstage
The lifecycle
40 accounts · USD 18095.00 MRR under management
Client acquisition
Active client
Client recovery
Prospect
6
Ace Auto RepairCedar VineyardsNorthStar DistributionPioneer Bakery+ 2 more
Active
23USD 18095.00
Atlantic FisheriesAurora DentalBayview ShipyardCascade Apartments+ 19 more
Signals
5USD 3249.00 at risk
Blue Ridge QuarryBrightSmile DentalIronclad FitnessTimberline Forestry+ 1 more
Renewal
3next in 9d
Blue Harbor MarinaDelta Auto ServiceSunrise Marina
Win-back
3
Harborview SeafoodIronview Fitness StudioLakeside Apartments
cold list · web form → outbound sales call
signed → onboarding
—
usage −40% · invoice 45d overdue → retention / collections call
renews ≤30d → renewal call
cancelled 90d → win-back campaign
—
Thailand
40 customers · 5 cities
Attention
BrightSmile Dental
Run · planning — Decision window expired
3406:48
Coming up
Trident Marine · 61d overdue · USD 246.74
Ironclad Fitness · usage dropped 51% (at risk)
Timberline Forestry · usage dropped 34% (at risk)
Blue Ridge Quarry · usage dropped 46% (at risk)
Recent outcomes
no actionCustomer requested upgrade quote by email for review9d agotechnician email sentTechnician email sent for office-wide Wi-Fi outage and slow speeds.9d agodeclinedChurn prevention (proactive) declined — customer opted out15d agoreminder sentPayment reminder sent15d agodowngradedChurn prevention (proactive) approved — downgrade applied20d agoat risk flaggedRetention check-in — usage drop discussed22d ago