Account Management
Lumenworks Group · Customer success · New York, NY
Winifred Osei heads customer success and uses this to see which accounts are at risk and which renewals are coming up.
Use this templateHealth board
AccountsBrookfield Pediatrics
Dunmore Veterinary Group
Fallbrook Credit Union
Calloway Metalworks
Gilmore Hospitality
Evergreen Charter School
Tables
Accounts
6 sample rows · 12 columnsCustomers under contract with their health, tier and renewal.
| Account | Health | Tier | Owner | Renewal date | Website | Deals |
|---|---|---|---|---|---|---|
| Evergreen Charter School | Leilani Kahale | Oct 31, 2026 | https://evergreencharter.net | Evergreen annual plan | ||
| Calloway Metalworks | Leilani Kahale | Nov 14, 2026 | https://callowaymetalworks.net | Calloway premier support, Calloway line two expansion | ||
| Gilmore Hospitality | Leilani Kahale | Dec 11, 2026 | https://gilmorehospitality.net | Gilmore property group upgrade | ||
| Brookfield Pediatrics | Gabriel Santoro | Dec 31, 2026 | https://brookfieldpediatrics.net | Brookfield annual plan | ||
| Dunmore Veterinary Group | Gabriel Santoro | Mar 26, 2027 | https://dunmorevet.net | Dunmore multi-clinic add-on | ||
| Fallbrook Credit Union | Gabriel Santoro | May 15, 2027 | https://fallbrookcu.net | Fallbrook premier plan |
Contacts
10 sample rows · 6 columnsPeople at each account, with the champions marked.
| Name | Account | Role | Phone | Champion | |
|---|---|---|---|---|---|
| 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 |
| Simeon Rasmussen | Gilmore Hospitality | Revenue manager | simeon@gilmorehospitality.net | (415) 555-0130 | No |
| Thaddeus Ng | Brookfield Pediatrics | Medical director | thaddeus@brookfieldpediatrics.net | (212) 555-0122 | No |
Deals
7 sample rows · 5 columnsPlans and upsells linked to accounts.
| Deal | Account | Value | Stage | Close date |
|---|---|---|---|---|
| Evergreen annual plan | Evergreen Charter School | $14,000 | Oct 31, 2025 | |
| Calloway premier support | Calloway Metalworks | $64,000 | Nov 14, 2025 | |
| Brookfield annual plan | Brookfield Pediatrics | $18,000 | Dec 31, 2025 | |
| Fallbrook premier plan | Fallbrook Credit Union | $88,000 | May 15, 2026 | |
| Calloway line two expansion | Calloway Metalworks | $22,000 | Nov 16, 2026 | |
| Dunmore multi-clinic add-on | Dunmore Veterinary Group | $9,500 | Nov 26, 2026 | |
| Gilmore property group upgrade | Gilmore Hospitality | $31,000 | Jan 5, 2027 |
Activities
10 sample rows · 6 columnsReviews, calls and tickets with each account.
| Summary | Account | Type | Date | Next step | Done |
|---|---|---|---|---|---|
| Upsell discovery | Gilmore Hospitality | Oct 23, 2026 | List property group needs | No | |
| Renewal prep meeting | Evergreen Charter School | Oct 21, 2026 | Bring usage data | No | |
| Check-in call | Calloway Metalworks | Oct 19, 2026 | Confirm renewal intent | No | |
| Sponsor call | Evergreen Charter School | Oct 14, 2026 | Offer a discount plan | Yes | |
| Escalated support ticket | Calloway Metalworks | Oct 12, 2026 | Engineer to join call | Yes | |
| Introduced expansion plan | Calloway Metalworks | Oct 7, 2026 | Send pricing | Yes | |
| Support follow-up | Gilmore Hospitality | Oct 5, 2026 | Confirm resolution | Yes | |
| Executive review | Fallbrook Credit Union | Sep 29, 2026 | Plan the rollout | Yes | |
| Quarterly review | Brookfield Pediatrics | Sep 27, 2026 | Share usage report | Yes | |
| Onboarding refresher | Dunmore Veterinary Group | Sep 12, 2026 | Book a follow-up | Yes |
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