Tuesday, July 7

Account

Portfolio
Market Research · Quant Survey

Oasis Insights

JRJordan Reeve
Healthy
MomentumUp 41% after 3-week dormancy
Growth PotentialNewly ActiveRamping
AI synthesis
AIAccount snapshot

Oasis has reactivated sharply after a winter slowdown. April is already 117% of their monthly average with 9 days remaining. Wren launched four new projects this week — a pattern that matches pre-expansion behavior from comparable accounts. The $85K longitudinal tracking proposal was sent April 10 and has not yet been returned; their activity level suggests buying signal rather than stalling. Worth a light-touch check-in to confirm, not a hard push.

Momentum
Trailing 90 days
Up 41% after 3-week dormancy
+41% (30d) · +18% (60d) · -6% (90d)
1 scheduled
Upcoming calls
  • Oasis Insights — Longitudinal Pricing Walk-through
    Tue, Jul 7 · 2:30 PM
2 open
Action items
  • Send light-touch follow-up on longitudinal proposal with 2-3 reactivation case studies.AI
  • Invite Wren to preview the new panel management features ahead of launch.
0 open
Support chat cases
No open cases.
1 outstanding
Invoicing
  • OA-2026-018
    Due Apr 30
    $12,400outstanding