Account Management
Customer success and account managers
Customer success teams: keep health, renewals and contacts for existing customers.
Use this templateAccount Management
Keep every customer account healthy. See renewals coming, who the champions are and when you last spoke.
Renewals dashboard
Health guide
Renewal checklist
Accounts
| Account | Health | Tier | Owner | Renewal date | Website | Created |
|---|---|---|---|---|---|---|
| Brookfield Pediatrics | Gabriel Santoro | Oct 19, 2026 | https://brookfieldpediatrics.net | — | ||
| Calloway Metalworks | Leilani Kahale | Oct 15, 2026 | https://callowaymetalworks.net | — | ||
| Dunmore Veterinary Group | Gabriel Santoro | Oct 10, 2026 | https://dunmorevet.net | — | ||
| Evergreen Charter School | Leilani Kahale | Oct 22, 2026 | https://evergreencharter.net | — | ||
| Fallbrook Credit Union | Gabriel Santoro | Oct 21, 2026 | https://fallbrookcu.net | — | ||
| Gilmore Hospitality | Leilani Kahale | Oct 24, 2026 | https://gilmorehospitality.net | — |
Contacts
| Name | Account | Role | Phone | Champion | Send email | |
|---|---|---|---|---|---|---|
| Amara Lindqvist | Dunmore Veterinary Group | Clinic manager | amara@dunmorevet.net | (303) 555-0125 | Yes | — |
| Ferdinand Kaplan | Calloway Metalworks | Finance director | ferdinand@callowaymetalworks.net | (216) 555-0124 | No | — |
| Harriet Boateng | Gilmore Hospitality | General manager | harriet@gilmorehospitality.net | (415) 555-0129 | Yes | — |
| Marisol Vandenberg | Brookfield Pediatrics | Practice administrator | marisol@brookfieldpediatrics.net | (212) 555-0121 | Yes | — |
| Pedro Villanueva | Fallbrook Credit Union | IT manager | pedro@fallbrookcu.net | (503) 555-0128 | No | — |
| Quentin Abernathy | Evergreen Charter School | Head of school | quentin@evergreencharter.net | (206) 555-0126 | No | — |
| Rosalind Okeke | Calloway Metalworks | Plant operations lead | rosalind@callowaymetalworks.net | (216) 555-0123 | Yes | — |
| Sabine Moreau | Fallbrook Credit Union | Chief operating officer | sabine@fallbrookcu.net | (503) 555-0127 | Yes | — |
Deals
| Deal | Account | Value | Stage | Close date |
|---|---|---|---|---|
| Brookfield annual plan | Brookfield Pediatrics | $18,000 | Won | Jan 2, 2026 |
| Calloway premier support | Calloway Metalworks | $64,000 | Won | Nov 16, 2025 |
| Calloway line two expansion | Calloway Metalworks | $22,000 | Negotiating | Oct 19, 2026 |
| Dunmore multi-clinic add-on | Dunmore Veterinary Group | $9,500 | Proposed | Oct 15, 2026 |
| Evergreen annual plan | Evergreen Charter School | $14,000 | Won | Nov 2, 2025 |
| Fallbrook premier plan | Fallbrook Credit Union | $88,000 | Won | May 17, 2026 |
| Gilmore property group upgrade | Gilmore Hospitality | $31,000 | Idea | Oct 10, 2026 |
Activity
Open any activity to find an account review outline (health, wins, risks, asks, next steps) already inside it.
| Summary | Account | Type | Date | Next step | Done | Created |
|---|---|---|---|---|---|---|
| Upsell discovery | Gilmore Hospitality | Oct 25, 2026 | List property group needs | No | — | |
| Renewal prep meeting | Evergreen Charter School | Oct 23, 2026 | Bring usage data | No | — | |
| Check-in call | Calloway Metalworks | Oct 21, 2026 | Confirm renewal intent | No | — | |
| Sponsor call | Evergreen Charter School | Oct 16, 2026 | Offer a discount plan | Yes | — | |
| Escalated support ticket | Calloway Metalworks | Oct 14, 2026 | Engineer to join call | Yes | — | |
| Introduced expansion plan | Calloway Metalworks | Oct 9, 2026 | Send pricing | Yes | — | |
| Support follow-up | Gilmore Hospitality | Oct 7, 2026 | Confirm resolution | Yes | — | |
| Executive review | Fallbrook Credit Union | Oct 1, 2026 | Plan the rollout | Yes | — |
| Account | Health | Tier | Owner | Renewal date | Website | Created |
|---|---|---|---|---|---|---|
| Dunmore Veterinary Group | Gabriel Santoro | Oct 10, 2026 | https://dunmorevet.net | — | ||
| Calloway Metalworks | Leilani Kahale | Oct 15, 2026 | https://callowaymetalworks.net | — | ||
| Brookfield Pediatrics | Gabriel Santoro | Oct 19, 2026 | https://brookfieldpediatrics.net | — | ||
| Fallbrook Credit Union | Gabriel Santoro | Oct 21, 2026 | https://fallbrookcu.net | — | ||
| Evergreen Charter School | Leilani Kahale | Oct 22, 2026 | https://evergreencharter.net | — | ||
| Gilmore Hospitality | Leilani Kahale | Oct 24, 2026 | https://gilmorehospitality.net | — |
| Account | Health | Tier | Owner | Renewal date | Website | Created |
|---|---|---|---|---|---|---|
| Dunmore Veterinary Group | Gabriel Santoro | Oct 10, 2026 | https://dunmorevet.net | — | ||
| Calloway Metalworks | Leilani Kahale | Oct 15, 2026 | https://callowaymetalworks.net | — | ||
| Brookfield Pediatrics | Gabriel Santoro | Oct 19, 2026 | https://brookfieldpediatrics.net | — | ||
| Fallbrook Credit Union | Gabriel Santoro | Oct 21, 2026 | https://fallbrookcu.net | — | ||
| Evergreen Charter School | Leilani Kahale | Oct 22, 2026 | https://evergreencharter.net | — | ||
| Gilmore Hospitality | Leilani Kahale | Oct 24, 2026 | https://gilmorehospitality.net | — |
| Deal | Account | Value | Stage | Close date |
|---|---|---|---|---|
| Evergreen annual plan | Evergreen Charter School | $14,000 | Won | Nov 2, 2025 |
| Calloway premier support | Calloway Metalworks | $64,000 | Won | Nov 16, 2025 |
| Brookfield annual plan | Brookfield Pediatrics | $18,000 | Won | Jan 2, 2026 |
| Fallbrook premier plan | Fallbrook Credit Union | $88,000 | Won | May 17, 2026 |
| Gilmore property group upgrade | Gilmore Hospitality | $31,000 | Idea | Oct 10, 2026 |
| Dunmore multi-clinic add-on | Dunmore Veterinary Group | $9,500 | Proposed | Oct 15, 2026 |
| Calloway line two expansion | Calloway Metalworks | $22,000 | Negotiating | Oct 19, 2026 |
Renewing this month and Overdue are the two lists to start every Monday with.
Renewing soonest
| Account | Health | Tier | Owner | Renewal date | Website | Created |
|---|---|---|---|---|---|---|
| Dunmore Veterinary Group | Gabriel Santoro | Oct 10, 2026 | https://dunmorevet.net | — | ||
| Calloway Metalworks | Leilani Kahale | Oct 15, 2026 | https://callowaymetalworks.net | — | ||
| Brookfield Pediatrics | Gabriel Santoro | Oct 19, 2026 | https://brookfieldpediatrics.net | — | ||
| Fallbrook Credit Union | Gabriel Santoro | Oct 21, 2026 | https://fallbrookcu.net | — | ||
| Evergreen Charter School | Leilani Kahale | Oct 22, 2026 | https://evergreencharter.net | — | ||
| Gilmore Hospitality | Leilani Kahale | Oct 24, 2026 | https://gilmorehospitality.net | — |
Reading an account’s health
Health is a quick judgement, not a score. Set it after every real conversation, and write the reason in the next step.
Healthy: they use the product, answer quickly and talk about next year.
At risk: usage is falling, a champion left, or replies slowed down. Book a call this week.
Churn risk: they have asked about cancelling, a competitor, or a refund. Escalate today.
The Days since last touch column is the quickest early warning. Anything over 30 days deserves a check-in.
Ninety days out: review usage and health
Sixty days out: executive sponsor call
Thirty days out: send the renewal quote
Fourteen days out: confirm signature route
After signing: log the deal as Won
What's inside
5 tables · 15 views · 1 form · 1 agent4 pages
- Account Management
- Renewals dashboard
- Health guide
- Renewal checklist
4 tables
- Accounts7 views · 6 sample rows
- Contacts1 view · 10 sample rows
- Deals4 views · 7 sample rows
- Activities2 views · 10 sample rows
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