Loopwise CS
Today: Mon, 12 Oct 2026

← Portfolio

Tessellate Design

Growth · Agency · NA · ACC-004

92 Healthy
Priority 3
ARR
$72k
contract since 1 Mar 2025
Renewal
1 Mar 2027
in 140 days
Seat utilisation
115%
69 active / 60 seats
Last contact
12d
last call/meeting 53d ago

Why the health score is 92

Usage trend25 / 25
  • Active users 61 → 69 (+12%) comparing 04–06 with 08–09
  • Sessions +11% over the same period
Seat utilisation15 / 15
  • 69 of 60 seats active in 2026-09 (115%)
  • Over the purchased seat count
Engagement recency11 / 15
  • Last call/meeting 53 days ago (2026-08-20)
  • Last touch of any kind: email 12 days ago
Relationship11 / 15
  • Active champion: Nate Morgan (Head of Operations)
  • Decision maker Kara Morgan (VP Operations) not engaged in 6 months
  • 2 active contacts engaged (multi-threaded)
Support20 / 20
  • No open tickets
  • Avg CSAT last 90 days: 4.0/5 across 1 ticket(s)
Sentiment (NPS)10 / 10
  • Latest NPS 9 from Nate Morgan (champion) on 2026-08-12: “Great product. We keep running out of seats though.”

Flags

Over seat limit (115%)

Active users vs seats

60 seats purchased58Apr61May64Jun66Jul68Aug69Sept

Activity timeline

Calls and meetings count as live contact in the health score.
  • 30 Sept 2026
    emailsignalSent Enterprise plan one-pager. No reply yet.
    Nate Morgan · J. Moreau
  • 20 Aug 2026
    callsignalChampion asked about SSO and adding ~25 seats for a new studio. Said they'd 'circle back after budget planning'.
    Nate Morgan · J. Moreau
  • 12 Aug 2026
    NPSScored 9: “Great product. We keep running out of seats though.”
    Nate Morgan
  • 8 Aug 2026
    ticketTCK-0049 opened: normal access (closed, CSAT 4)
  • 16 Jun 2026
    ticketTCK-0029 opened: normal access (closed, CSAT 4)
  • 5 May 2026
    ticketTCK-0015 opened: low integration (closed, CSAT 4)
  • 28 Apr 2026
    emailShared tips on using templates for recurring projects.
    Yara Ito · J. Moreau
  • 15 Apr 2026
    NPSScored 8
    Yara Ito
  • 1 Apr 2026
    emailShared help-centre articles on reporting dashboards.
    Yara Ito · J. Moreau
  • 12 Mar 2026
    emailShared help-centre articles on reporting dashboards.
    Nate Morgan · J. Moreau

Next step

No next step set.

Suggested actions

  1. Expansion signal: Using 115% of seats: true-up / add seats. Propose a seat / plan upgrade.

Expansion signals

  • Using 115% of seats: true-up / add seats
  • Notes 2026-08-20: asked about / short of seats
  • Notes 2026-08-20: asked about SSO (Enterprise feature)
  • Notes 2026-09-30: Enterprise upgrade in discussion
  • NPS comment: “Great product. We keep running out of seats though.” (asked about / short of seats)

Tasks

No tasks here.

Contacts

NameRoleEmail
Nate Morgan
Head of Operations
championnate.morgan@tessellate.design
Kara Morgan
VP Operations
decision makerkara.morgan@tessellate.design
Yara Ito
Coordinator
useryara.ito@tessellate.design
Sam Nakamura
Controller
billingsam.nakamura@tessellate.design

Support tickets

TicketOpenedPriorityStatusCSAT
TCK-0049
access
8 Aug 2026normalclosed4
TCK-0029
access
16 Jun 2026normalclosed4
TCK-0015
integration
5 May 2026lowclosed4