Tuesday, July 7

Account

Portfolio
Brand / Agency · Quant Survey

Northbeam Research

JRJordan Reeve
At risk
MomentumDown 22% vs. trailing 90-day average
High ValueDeclining EngagementAt Risk
AI synthesis
AIAccount snapshot

Northbeam has been a high-value account for three years, but signals over the past 6 weeks are consistent with early churn risk. Usage is down 22% against their 90-day average, two support cases are open (including a high-priority API timeout), and LOI is running 3 minutes above target — which typically precedes budget conversations. Priya's last call had mixed sentiment around pricing of the expansion module. Renewal is in Negotiation stage with $420K at stake. Recommend a structured check-in this week focused on the API stability issue and a walkthrough of LOI optimization techniques.

Momentum
Trailing 90 days
Down 22% vs. trailing 90-day average
-14% (30d) · -18% (60d) · -22% (90d)
1 scheduled
Upcoming calls
  • Northbeam — LOI Working Session
    Thu, Jul 9 · 10:00 AM
3 open
Action items
  • Book 45-min working session with Priya + Marcus to walk through LOI optimization.
  • Escalate API timeout case to Engineering; get ETA before Friday.AI
  • Prepare expansion ROI narrative using Q1 efficiency gains from similar accounts.
2 open
Support chat cases
  • API timeout during large export
    Opened Apr 19
    High
  • Screener logic routing inconsistency
    Opened Apr 15
    Medium
1 outstanding
Invoicing
  • NB-2026-042
    Due Apr 30
    $28,500outstanding