Loopwise CS
Today: Mon, 12 Oct 2026

Renewals & risk

Renewals in the next 90 days (plus overdue and unknown dates), every account flagged at risk, and where to grow.

Renewals in the next 90 days · 9 accounts · $866k

AccountRenewalARRHealthRisksSuggested actionNext step
Quillfeather Media
Growth
Unknown
confirm with Finance
$36k74 Healthy
No live conversation in 166 daysRenewal date missing
No live conversation in 166 days. Call Nia Chen to reset the cadence and book a QBR.none set
Sable Energy
Growth
30 Sept 2026
12 days overdue
$88k90 At risk
Renewal date passed 12 days ago: confirm signature
Renewal date has passed. Confirm today that the order form was signed (chase Umar Hughes); if not, agree a short extension so service isn't interrupted.Confirm signed renewal order form with Umar Hughes
due 13 Oct 2026
Pinegrove Schools
Growth
15 Nov 2026
in 34 days
$54k74 Watch
No live conversation in 201 daysRenews in 34 days with no live conversation for 201 daysFirst renewal for this customer
No live conversation in 201 days. Call Hana Fischer to reset the cadence and book a QBR.none set
Corvid Analytics
Growth
28 Nov 2026
in 47 days
$96k48 At risk
Usage declining (users −17%, sessions −14%)No live conversation in 153 daysChampion Dana Whitfield left+1
Champion Dana Whitfield has left. Call Elena Okafor (Head of Delivery) this week: introduce yourself as the new CSM, confirm who owns the renewal, and ask who should replace Dana day to day.none set
Mapleton Bakery Co
Starter
1 Dec 2026
in 50 days
$5k22 At risk
Active users down 77% since springNo live conversation in 193 daysRenews in 50 days with no live conversation for 193 days+1
Usage is down 77%. Book an exec check-in with Kofi Hughes (Head of Delivery): find out what changed (reorg, team cuts, tool switch) and agree a re-adoption plan before renewal sizing.none set
Harborline Freight
Enterprise
5 Dec 2026
in 54 days
$310k40 At risk
Active users down 34% since springNo live conversation in 116 daysRenews in 54 days with no live conversation for 116 days
Usage is down 34%. Book an exec check-in with Priya Zimmer (VP Engineering): find out what changed (reorg, team cuts, tool switch) and agree a re-adoption plan before renewal sizing.none set
Tidewater Utilities
Growth
12 Dec 2026
in 61 days
$30k65 Watch
No live conversation in 168 daysOpen high-priority ticketRenews in 61 days with no live conversation for 168 days
Escalate TCK-0078 with the Support lead, then call Ava Young with a dated fix plan before the issue reaches Bea Hughes (COO).none set
Bluefin Capital
Enterprise
12 Dec 2026
in 61 days
$165k93 HealthyNo flagsRenews in 61 days and healthy. Send the renewal proposal to Nia Zimmer (Head of Delivery) now, and offer multi-year or an expansion bundle.none set
Fjord Maritime
Growth
26 Dec 2026
in 75 days
$82k74 Watch
No call or meeting on recordRenews in 75 days with no call or meeting on record
No live conversation in ever days. Call Hiro Chen to reset the cadence and book a QBR.none set

At-risk accounts · 5 accounts · $684k ARR

Ordered by priority (risk × ARR × renewal proximity). An account is “At risk” if its score is under 50 or it has a critical flag.

AccountARRRenewalHealthWhy flaggedSuggested action
Harborline Freight
priority 75
$310k5 Dec 2026
54d
40 At risk
Active users down 34% since springNo live conversation in 116 daysRenews in 54 days with no live conversation for 116 days
  1. Usage is down 34%. Book an exec check-in with Priya Zimmer (VP Engineering): find out what changed (reorg, team cuts, tool switch) and agree a re-adoption plan before renewal sizing.
  2. No live conversation in 116 days. Call Ivan Evans to reset the cadence and book a QBR.
Brightpath Health
priority 40
$185k20 Jan 2027
100d
54 At risk
No live conversation in 95 daysOpen urgent ticketRenews in 100 days with no live conversation for 95 days
  1. Escalate TCK-0072, TCK-0073, TCK-0076 with the Support lead, then call Dana Xu with a dated fix plan before the issue reaches Grace Brooks (VP Engineering).
  2. No live conversation in 95 days. Call Dana Xu to reset the cadence and book a QBR.
Corvid Analytics
priority 37
$96k28 Nov 2026
47d
48 At risk
Usage declining (users −17%, sessions −14%)No live conversation in 153 daysChampion Dana Whitfield leftRenews in 47 days with no live conversation for 153 days
  1. Champion Dana Whitfield has left. Call Elena Okafor (Head of Delivery) this week: introduce yourself as the new CSM, confirm who owns the renewal, and ask who should replace Dana day to day.
  2. No live conversation in 153 days. Call Elena Okafor (Head of Delivery) to reset the cadence and book a QBR.
Sable Energy
priority 13
$88k30 Sept 2026
12d overdue
90 At risk
Renewal date passed 12 days ago: confirm signature
  1. Renewal date has passed. Confirm today that the order form was signed (chase Umar Hughes); if not, agree a short extension so service isn't interrupted.
Mapleton Bakery Co
priority 12
$5k1 Dec 2026
50d
22 At risk
Active users down 77% since springNo live conversation in 193 daysRenews in 50 days with no live conversation for 193 daysFirst renewal for this customer
  1. Usage is down 77%. Book an exec check-in with Kofi Hughes (Head of Delivery): find out what changed (reorg, team cuts, tool switch) and agree a re-adoption plan before renewal sizing.
  2. No live conversation in 193 days. Call Priya Morgan to reset the cadence and book a QBR.

Expansion opportunities

Seat pressure, upgrade questions and rollout plans found in usage, notes and NPS comments. Fix health first where the account is at risk.

AccountARRHealthSignals
Tessellate Design
Growth · 69/60 seats
$72k92 Healthy
  • 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)
Brightpath Health
Enterprise · 94/120 seats
$185k54 At risk
  • Notes 2026-07-09: planning a wider rollout
  • NPS comment: “Love it. Rolling it out to two more departments.” (planning a wider rollout)
Ember Studios
Starter · 15/15 seats
$10k78 Watch
  • 100% of seats in use: close to the limit
Lumen Architects
Starter · 19/20 seats
$12k93 Healthy
  • 95% of seats in use: close to the limit
Orchard Foods
Starter · 9/10 seats
$6k89 Healthy
  • 90% of seats in use: close to the limit