Loopwise CS
Today: Mon, 12 Oct 2026

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Prism Marketing

Growth · Agency · NA · ACC-026

92 Healthy
Priority 2
ARR
$38k
contract since 7 Feb 2023
Renewal
7 Feb 2027
in 118 days
Seat utilisation
83%
25 active / 30 seats
Last contact
23d
last call/meeting 23d ago

Why the health score is 92

Usage trend25 / 25
  • Active users 25 → 27 (+6%) comparing 04–06 with 08–09
  • Sessions +8% over the same period
Seat utilisation15 / 15
  • 25 of 30 seats active in 2026-09 (83%)
Engagement recency15 / 15
  • Last call/meeting 23 days ago (2026-09-19)
Relationship11 / 15
  • Active champion: Lena Turner (Director of Program Management)
  • Decision maker Dana Okafor (VP Engineering) not engaged in 6 months
  • 2 active contacts engaged (multi-threaded)
Support20 / 20
  • No open tickets
  • Avg CSAT last 90 days: 5.0/5 across 1 ticket(s)
Sentiment (NPS)6 / 10
  • Latest NPS 8 from Lena Turner (champion) on 2026-08-13: “Timeline view is excellent.”

Flags

No flags

Active users vs seats

30 seats purchased27Apr24May24Jun27Jul28Aug25Sept

Activity timeline

Calls and meetings count as live contact in the health score.
  • 7 Oct 2026
    ticketTCK-0081 opened: low performance (closed, CSAT 5)
  • 19 Sept 2026
    meetingQuarterly business review. Reviewed adoption and upcoming projects.
    Lena Turner · J. Moreau
  • 13 Aug 2026
    NPSScored 8: “Timeline view is excellent.”
    Lena Turner
  • 13 May 2026
    emailShared help-centre articles on reporting dashboards.
    Nate Quinlan · J. Moreau
  • 17 Apr 2026
    NPSScored 10: “Onboarding new staff is easy.”
    Lena Turner
  • 6 Apr 2026
    emailShared help-centre articles on reporting dashboards.
    Nate Quinlan · J. Moreau
  • 21 Mar 2026
    callCheck-in call. No major issues raised; team using timelines and resource views.
    Lena Turner · J. Moreau

Next step

No next step set.

Suggested actions

  1. Healthy. Keep the regular cadence with Lena Turner and look for case-study or referral opportunities.

Tasks

No tasks here.

Contacts

NameRoleEmail
Lena Turner
Director of Program Management
championlena.turner@prismmarketing.com
Dana Okafor
VP Engineering
decision makerdana.okafor@prismmarketing.com
Nate Quinlan
Coordinator
usernate.quinlan@prismmarketing.com
Kara Vance
Finance Manager
billingkara.vance@prismmarketing.com

Support tickets

TicketOpenedPriorityStatusCSAT
TCK-0081
performance
7 Oct 2026lowclosed5