Bluefin Capital
Enterprise · Financial Services · NA · ACC-011
93 Healthy
Priority 5
ARR
$165k
contract since 12 Dec 2024
Renewal
12 Dec 2026
in 61 days
Seat utilisation
81%
114 active / 140 seats
Last contact
11d
last call/meeting 11d ago
Why the health score is 93
Usage trend25 / 25
- Active users 108 → 113 (+5%) comparing 04–06 with 08–09
- Sessions −4% over the same period
Seat utilisation15 / 15
- 114 of 140 seats active in 2026-09 (81%)
Engagement recency15 / 15
- Last call/meeting 11 days ago (2026-10-01)
Relationship8 / 15
- Active champion: Caleb Reyes (Director of Program Management)
- Decision maker Nia Zimmer (Head of Delivery) not engaged in 6 months
- Only 1 active contact engaged: single-threaded
Support20 / 20
- No open tickets
Sentiment (NPS)10 / 10
- Latest NPS 9 from Caleb Reyes (champion) on 2026-08-15
Flags
No flagsActive users vs seats
Activity timeline
- 1 Oct 2026callQuick sync on onboarding two new team leads.Caleb Reyes · J. Moreau
- 15 Aug 2026NPSScored 9Caleb Reyes
- 17 Jun 2026ticketTCK-0030 opened: normal billing (closed, CSAT 3)
- 15 Jun 2026ticketTCK-0027 opened: normal how to (closed, CSAT 5)
- 31 May 2026ticketTCK-0023 opened: high feature request (closed, CSAT 5)
- 13 Apr 2026NPSScored 9: “Timeline view is excellent.”Caleb Reyes
- 6 Apr 2026emailSent monthly product update and webinar invite.Caleb Reyes · J. Moreau
- 5 Mar 2026emailSent monthly product update and webinar invite.Ava Vance · J. Moreau
Next step
No next step set.
Suggested actions
- Renews in 61 days and healthy. Send the renewal proposal to Nia Zimmer (Head of Delivery) now, and offer multi-year or an expansion bundle.
Tasks
| Task | Rule | Priority | Due | |
|---|---|---|---|---|
Start renewal: Bluefin Capital renews 2026-12-12 (61 days) Renews in 61 days and healthy. Send the renewal proposal to Nia Zimmer (Head of Delivery) now, and offer multi-year or an expansion bundle. | Renewal in 90 days | normal | 19 Oct 2026 |
Contacts
| Name | Role | |
|---|---|---|
| Caleb Reyes Director of Program Management | champion | caleb.reyes@bluefincapital.com |
| Nia Zimmer Head of Delivery | decision maker | nia.zimmer@bluefincapital.com |
| Ava Vance Senior Analyst | user | ava.vance@bluefincapital.com |
| Grace Evans Senior Analyst | user | grace.evans@bluefincapital.com |
| Hiro Duarte Controller | billing | hiro.duarte@bluefincapital.com |
Support tickets
| Ticket | Opened | Priority | Status | CSAT |
|---|---|---|---|---|
| TCK-0030 billing | 17 Jun 2026 | normal | closed | 3 |
| TCK-0027 how to | 15 Jun 2026 | normal | closed | 5 |
| TCK-0023 feature request | 31 May 2026 | high | closed | 5 |