Three accounts need attention today; one moved the right direction overnight.
Northbeam Research slid to red momentum this morning — usage is down 22% against their trailing 90-day average and the API timeout case opened last Friday is still awaiting Engineering. Priya's April 17 call had mixed sentiment around expansion pricing. With $420K in Negotiation stage, this is the week's priority.
Oasis Insights reactivated sharply after their Q1 slowdown — Wren created four projects this week and their April pacing is now 117% of monthly average. Pattern matches accounts that expanded to longitudinal within 60 days. The proposal you sent April 10 is still open; a light-touch follow-up will land well.
Nimbus Qualitative hit a 26% run rate with no contact in 33 days. Worth a direct outreach today — not a Reminder, not a Task.
Upcoming meetings
- Today2:30 PMOasis Insights — Longitudinal Pricing Walk-through
- Tomorrow11:00 AMHelix Panel — QBR Prep
- Thu10:00 AMNorthbeam — LOI Working Session
- Fri3:30 PMAtlas Polling — Renewal Conversation
- Sun9:00 AMArcade Strategy — Onboarding Review
Alerts
- Momentum red·3h agoUsage down 22% vs. trailing 90-day average. High-priority API timeout case open 5 days.
- Reactivation·8h agoWren Alvarado created 4 projects this week after 3 weeks of inactivity. Pattern matches pre-expansion accounts.
- Usage drop·20h agoApril run rate is 26% of monthly average. Last contact 33 days ago.
- Momentum green·yesterdayAhead of monthly goal. Matches growth-potential segment profile.
Reminders
- Call about 62-day overdue invoice ($18,400). Fern is back from vacation Monday.
- Check in on Dana's team Q2 goals — she mentioned them on the April 11 call.
- Follow up with Wren on longitudinal proposal (sent April 10).
Tasks
- P1Send LOI optimization playbook to Priya + Marcus
- P1Escalate API timeout case to Engineering
- P2Pull 3 reactivation case studies for Oasis follow-up
- P2Schedule QBR prep meeting for first week of May
- P3Weekly portfolio review