Tasks
Created automatically by the rules below every time the portfolio is loaded. Marking a task done is saved; it only comes back if the situation changes again (e.g. contact lapses again after you log a call).
Rule:AllAt-risk account (4)No contact 30+ days (10)Renewal in 90 days (7)Renewal date passed (1)No active champion (1)Open escalation (2)Renewal date missing (1)
| Task | Account | Rule | Priority | Due | |
|---|---|---|---|---|---|
Start renewal: Harborline Freight renews 2026-12-05 (54 days) Renews in 54 days. Fix the risks above first, then put renewal terms in front of Priya Zimmer (VP Engineering) at least 30 days out. | Harborline Freight | Renewal in 90 days | high | 19 Oct 2026 | |
Escalate open tickets for Brightpath Health 4 open ticket(s): TCK-0072 high integration; TCK-0073 urgent bug; TCK-0076 high performance; TCK-0080 normal access | Brightpath Health | Open escalation | high | 13 Oct 2026 | |
Risk review: Brightpath Health (health 54) 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). | Brightpath Health | At-risk account | high | 14 Oct 2026 | |
Risk review: Corvid Analytics (health 48) 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. | Corvid Analytics | At-risk account | high | 14 Oct 2026 | |
Identify a new champion at Corvid Analytics Start with Elena Okafor (Head of Delivery). | Corvid Analytics | No active champion | high | 15 Oct 2026 | |
Start renewal: Corvid Analytics renews 2026-11-28 (47 days) Renews in 47 days. Fix the risks above first, then put renewal terms in front of Elena Okafor (Head of Delivery) at least 30 days out. | Corvid Analytics | Renewal in 90 days | high | 19 Oct 2026 | |
Check in with Ava Okafor: no contact for 55 days Last logged touch 2026-08-18. | Alder & Finch Legal | No contact 30+ days | high | 17 Oct 2026 | |
Confirm signed renewal: Sable Energy (date passed 2026-09-30) 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. | Sable Energy | Renewal date passed | high | 12 Oct 2026 | |
Risk review: Sable Energy (health 90) 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. | Sable Energy | At-risk account | high | 14 Oct 2026 | |
Risk review: Mapleton Bakery Co (health 22) 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. | Mapleton Bakery Co | At-risk account | high | 14 Oct 2026 | |
Check in with Ivan Vance: no contact for 48 days Last logged touch 2026-08-25. | Meridian Insurance | No contact 30+ days | high | 17 Oct 2026 | |
Start renewal: Fjord Maritime renews 2026-12-26 (75 days) Renews in 75 days. Fix the risks above first, then put renewal terms in front of Ivan Brooks (CTO) at least 30 days out. | Fjord Maritime | Renewal in 90 days | high | 19 Oct 2026 | |
Start renewal: Mapleton Bakery Co renews 2026-12-01 (50 days) Renews in 50 days. Fix the risks above first, then put renewal terms in front of Kofi Hughes (Head of Delivery) at least 30 days out. | Mapleton Bakery Co | Renewal in 90 days | high | 19 Oct 2026 | |
Start renewal: Pinegrove Schools renews 2026-11-15 (34 days) Renews in 34 days. Fix the risks above first, then put renewal terms in front of Gabe Chen (COO) at least 30 days out. | Pinegrove Schools | Renewal in 90 days | high | 19 Oct 2026 | |
Escalate open tickets for Tidewater Utilities 1 open ticket(s): TCK-0078 high billing | Tidewater Utilities | Open escalation | high | 13 Oct 2026 | |
Start renewal: Tidewater Utilities renews 2026-12-12 (61 days) Renews in 61 days. Fix the risks above first, then put renewal terms in front of Bea Hughes (COO) at least 30 days out. | Tidewater Utilities | Renewal in 90 days | high | 19 Oct 2026 | |
Check in with Grace Morgan: no contact for 31 days Last logged touch 2026-09-11. | Helix Genomics | No contact 30+ days | high | 17 Oct 2026 | |
Check in with Hiro Chen: no contact for 42 days Last logged touch 2026-08-31. | Fjord Maritime | No contact 30+ days | normal | 17 Oct 2026 | |
Check in with Priya Morgan: no contact for 88 days Last logged touch 2026-07-16. | Mapleton Bakery Co | No contact 30+ days | normal | 17 Oct 2026 | |
Check in with Hana Fischer: no contact for 163 days Last logged touch 2026-05-02. | Pinegrove Schools | No contact 30+ days | normal | 17 Oct 2026 | |
Check in with Nia Chen: no contact for 34 days Last logged touch 2026-09-08. | Quillfeather Media | No contact 30+ days | normal | 17 Oct 2026 | |
Confirm renewal date for Quillfeather Media with Finance Contract started 2025-05-01; no renewal date in the export. | Quillfeather Media | Renewal date missing | normal | 19 Oct 2026 | |
Check in with Zane Walsh: no contact for 48 days Last logged touch 2026-08-25. | Nimbus Cloudworks | No contact 30+ days | normal | 17 Oct 2026 | |
Check in with Nia Khan: no contact for 42 days Last logged touch 2026-08-31. | Redwood Consulting | No contact 30+ days | normal | 17 Oct 2026 | |
Check in with Dev Chen: no contact for 42 days Last logged touch 2026-08-31. | Driftwood Hotels | No contact 30+ days | normal | 17 Oct 2026 | |
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. | Bluefin Capital | Renewal in 90 days | normal | 19 Oct 2026 |
Task rules
- At-risk account. Health band is "At risk" (score under 50, or a critical flag such as a departed champion, open urgent ticket, 30%+ usage drop or overdue renewal). Creates a risk-review task with the top suggested action.
- No contact 30+ days. No logged touch of any kind in 30+ days. Creates a check-in task for the champion (or decision maker if there is no champion). Logging a note resets it.
- Renewal in 90 days. Renewal date is within the next 90 days. Creates a "start renewal" task due within a week.
- Renewal date passed. Renewal date is in the past with no signed renewal recorded. Creates an urgent task to confirm the paperwork.
- No active champion. Champion has left (or none on file). Creates a task to identify and onboard a new champion.
- Open escalation. Open urgent/high support tickets. Creates a task to escalate with Support and update the customer.
- Renewal date missing. No renewal date on the account. Creates a task to confirm the contract term with Finance.