Here are the three accounts most at risk of not renewing:
| Account | Renewal | ARR | Signal |
|---|---|---|---|
| Globex Freight | Dec 3 | $58,000 | Weekly active users down 44% |
| Initech Labs | Dec 19 | $41,500 | Champion left the company |
| Umbrella Studios | Jan 8 | $36,000 | 6 open P2 tickets |
I drafted outreach for each owner but did not send anything.
- Weekly active users fell from 214 to 120 over six weeks.
- The admin stopped opening scheduled workflow reports in September.
- Their last support ticket, about SSO, is still open after 12 days.
The renewal owner is Priya Raman.
Draft:
Subject: Checking in before your December renewal
Hi team, I noticed your usage has dipped and wanted to help. We closed the SSO issue on your account and can walk your admins through scheduled reports. Would a 20 minute call this week work?
Priya
Two other contacts are active: Dana Whitfield (Head of Ops) and Marcus Lee (workflow admin). Dana approved the original purchase, so I would start there.
Draft:
Subject: Introduction and your Initech renewal
Hi Dana, I am the new owner of your account. I would like to learn how your team uses us now that Sam has moved on. Could we meet for 15 minutes?