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Recommend customer next steps

One clear next step per account, from product usage and what customers said.

Weekdays at 9:00
Message

Brightfold: Maya, offer a 20 minute session to fix the import before Friday. Fix adoption before you talk renewal.

Why now:

  • Active users fell from 34 to 11 in three weeks
  • The admin wrote on Monday: “The team still can't get the import working.”
  • The renewal is in 45 days, and fixing the import is an open promise in the CRM

My read: the import may explain the drop. That's a guess, not a confirmed cause.

A draft for the admin and a follow-up task for Maya are ready to review. Nothing is sent.