Portfolio Health Overview
Executive summary · 40 accounts · $33,980/mo total revenue (ARR) · Avg risk score: 58.4
How to read this Thriving — healthy, no action needed At-Risk — showing warning signs, worth a check-in Churning — urgent, needs outreach now ARR = Annual Recurring Revenue
Thriving
14
▲ 2
$14,320/mo ARR
At-Risk
15
▲ 10
$11,870/mo ARR
Churning
11
▲ 8
$7,790/mo ARR at risk
Segment Breakdown
Health by vertical
Vertical Accounts Avg Score ✓ ⚠ ⚠⚠
Fintech 11 49.5 5 4 2
Healthtech 10 62.1 3 4 3
HR & People Ops 10 60.5 3 4 3
DevTools 9 62.8 3 3 3
Expansion Pipeline
Top healthy accounts with upsell room
MonitorPulse +$399/mo
DevTools · Health score: 30.9
↗ Advanced AI Features
MedScribe +$399/mo
Healthtech · Health score: 30.1
↗ Advanced AI Features
DeployPilot +$399/mo
DevTools · Health score: 27.2
↗ Advanced AI Features
Churn Risk
All 40 accounts ranked by risk · $93,480/yr churning ARR · $142,440/yr at-risk ARR
RefactorBot Churning DevTools · 4mo on platform $490/mo
98.2
— AI generation volume down 84% week-over-week
— workflow completion critically low (7%)
— login frequency near zero (0 session(s)/week)
WorkflowHR Churning HR & People Ops · 4mo on platform $640/mo
98.0
— AI generation volume down 82% week-over-week
— workflow completion critically low (8%)
— login frequency near zero (0 session(s)/week)
TriageBot Churning Healthtech · 4mo on platform $810/mo
98.0
— AI generation volume down 79% week-over-week
— workflow completion critically low (8%)
— login frequency near zero (0 session(s)/week)
TestGen Churning DevTools · 5mo on platform $480/mo
97.8
— AI generation volume down 76% week-over-week
— workflow completion critically low (9%)
— login frequency near zero (0 session(s)/week)
RiskLedger Churning Fintech · 5mo on platform $870/mo
96.1
— AI generation volume down 78% week-over-week
— workflow completion critically low (9%)
— login frequency near zero (0 session(s)/week)
RxAssist Churning Healthtech · 6mo on platform $870/mo
94.4
— AI generation volume down 75% week-over-week
— workflow completion critically low (10%)
— login frequency near zero (1 session(s)/week)
OnboardAI Churning HR & People Ops · 5mo on platform $610/mo
94.4
— AI generation volume down 75% week-over-week
— workflow completion critically low (10%)
— login frequency near zero (1 session(s)/week)
PolicyFlow Churning HR & People Ops · 6mo on platform $700/mo
91.8
— AI generation volume down 74% week-over-week
— workflow completion critically low (11%)
— login frequency near zero (1 session(s)/week)
BillingPulse Churning Healthtech · 7mo on platform $850/mo
91.8
— AI generation volume down 72% week-over-week
— workflow completion critically low (11%)
— login frequency near zero (1 session(s)/week)
ComplianceTrack Churning Fintech · 7mo on platform $940/mo
91.6
— AI generation volume down 71% week-over-week
— workflow completion critically low (12%)
— login frequency near zero (1 session(s)/week)
SecurityScan AI Churning DevTools · 7mo on platform $530/mo
91.6
— AI generation volume down 70% week-over-week
— workflow completion critically low (12%)
— login frequency near zero (1 session(s)/week)
OutcomeAI At-Risk Healthtech · 6mo on platform $880/mo
69.4
— AI usage declining (-25.3% WoW)
— workflow completion rate weak (35%)
— low session activity (3 sessions/week)
IncidentIQ At-Risk DevTools · 8mo on platform $510/mo
69.0
— AI usage declining (-25.9% WoW)
— workflow completion rate weak (36%)
— low session activity (3 sessions/week)
HireFlow AI At-Risk HR & People Ops · 7mo on platform $680/mo
68.7
— AI usage declining (-25.6% WoW)
— workflow completion rate weak (38%)
— low session activity (3 sessions/week)
ChartFlow At-Risk Healthtech · 8mo on platform $840/mo
68.4
— AI usage declining (-24.7% WoW)
— workflow completion rate weak (37%)
— low session activity (3 sessions/week)
LoanLogic AI At-Risk Fintech · 11mo on platform $890/mo
67.0
— AI usage declining (-24.2% WoW)
— workflow completion rate weak (36%)
— integration depth low (2/10 integrations)
ScreenIQ At-Risk HR & People Ops · 9mo on platform $720/mo
65.1
— AI usage declining (-25.8% WoW)
— workflow completion rate weak (39%)
— integration depth low (3/10 integrations)
ReviewBot At-Risk DevTools · 10mo on platform $520/mo
65.0
— AI usage declining (-25.0% WoW)
— workflow completion rate weak (38%)
— integration depth low (3/10 integrations)
NorthBrook Risk At-Risk Fintech · 12mo on platform $980/mo
64.6
— AI usage declining (-25.0% WoW)
— workflow completion rate weak (39%)
— integration depth low (3/10 integrations)
ReconBot At-Risk Fintech · 9mo on platform $910/mo
64.4
— AI usage declining (-25.3% WoW)
— workflow completion rate weak (41%)
— integration depth low (3/10 integrations)
DocsFlow AI At-Risk DevTools · 12mo on platform $570/mo
64.4
— AI usage declining (-25.3% WoW)
— workflow completion rate weak (41%)
— integration depth low (3/10 integrations)
PeopleGraph At-Risk HR & People Ops · 10mo on platform $760/mo
64.4
— AI usage declining (-24.5% WoW)
— workflow completion rate weak (40%)
— integration depth low (3/10 integrations)
DiagnoseAI At-Risk Healthtech · 11mo on platform $950/mo
62.3
— AI usage declining (-24.5% WoW)
— workflow completion rate weak (42%)
— integration depth low (3/10 integrations)
AuditDraft At-Risk Fintech · 8mo on platform $960/mo
62.1
— AI usage declining (-24.8% WoW)
— workflow completion rate weak (44%)
— integration depth low (3/10 integrations)
PathwayIQ At-Risk Healthtech · 14mo on platform $960/mo
61.7
— AI usage declining (-24.7% WoW)
— workflow completion rate weak (44%)
— integration depth low (3/10 integrations)
OfferDesk At-Risk HR & People Ops · 13mo on platform $740/mo
60.4
— AI usage declining (-24.4% WoW)
— workflow completion rate weak (43%)
— team seat count declining (-11%)
MonitorPulse Thriving DevTools · 13mo on platform $540/mo
30.9
— all signals within normal range
MedScribe Thriving Healthtech · 15mo on platform $980/mo
30.1
— all signals within normal range
DeployPilot Thriving DevTools · 17mo on platform $580/mo
27.2
— all signals within normal range
CompAssist Thriving HR & People Ops · 16mo on platform $820/mo
26.8
— all signals within normal range
Clearpath Lending Thriving Fintech · 14mo on platform $1,100/mo
26.8
— all signals within normal range
CareSignal Thriving Healthtech · 19mo on platform $1,100/mo
24.0
— all signals within normal range
Stackline Credit Thriving Fintech · 18mo on platform $1,250/mo
22.0
— all signals within normal range
CodeScan AI Thriving DevTools · 21mo on platform $650/mo
20.7
— all signals within normal range
ClinicalCopilot Thriving Healthtech · 26mo on platform $1,200/mo
20.6
— all signals within normal range
Veritas Capital AI Thriving Fintech · 20mo on platform $1,350/mo
20.3
— all signals within normal range
PulseHire Thriving HR & People Ops · 22mo on platform $900/mo
19.8
— all signals within normal range
Meridian Finance Thriving Fintech · 24mo on platform $1,400/mo
16.1
— all signals within normal range
TalentOS Thriving HR & People Ops · 28mo on platform $950/mo
16.0
— all signals within normal range
Apex Compliance Thriving Fintech · 30mo on platform $1,500/mo
13.1
— all signals within normal range
Activation Tracker
32 underactivated · 8 on track · 20% activation rate
Sorted by overdue milestone count
RefactorBot Churning ⚠ 7 overdue DevTools · 4mo
Days 1–7
✓ First AI generation
✕ Workspace fully configured
Days 8–30
✕ First workflow automated
✕ First integration connected
Days 31–60
✕ Second seat / API key added
✕ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
WorkflowHR Churning ⚠ 7 overdue HR & People Ops · 4mo
Days 1–7
✓ First AI generation
✕ Workspace fully configured
Days 8–30
✕ First workflow automated
✕ First integration connected
Days 31–60
✕ Second seat / API key added
✕ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
TriageBot Churning ⚠ 7 overdue Healthtech · 4mo
Days 1–7
✓ First AI generation
✕ Workspace fully configured
Days 8–30
✕ First workflow automated
✕ First integration connected
Days 31–60
✕ Second seat / API key added
✕ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
TestGen Churning ⚠ 7 overdue DevTools · 5mo
Days 1–7
✓ First AI generation
✕ Workspace fully configured
Days 8–30
✕ First workflow automated
✕ First integration connected
Days 31–60
✕ Second seat / API key added
✕ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
RiskLedger Churning ⚠ 7 overdue Fintech · 5mo
Days 1–7
✓ First AI generation
✕ Workspace fully configured
Days 8–30
✕ First workflow automated
✕ First integration connected
Days 31–60
✕ Second seat / API key added
✕ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
RxAssist Churning ⚠ 7 overdue Healthtech · 6mo
Days 1–7
✓ First AI generation
✕ Workspace fully configured
Days 8–30
✕ First workflow automated
✕ First integration connected
Days 31–60
✕ Second seat / API key added
✕ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
OnboardAI Churning ⚠ 7 overdue HR & People Ops · 5mo
Days 1–7
✓ First AI generation
✕ Workspace fully configured
Days 8–30
✕ First workflow automated
✕ First integration connected
Days 31–60
✕ Second seat / API key added
✕ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
PolicyFlow Churning ⚠ 6 overdue HR & People Ops · 6mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✕ First workflow automated
✕ First integration connected
Days 31–60
✕ Second seat / API key added
✕ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
BillingPulse Churning ⚠ 6 overdue Healthtech · 7mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✕ First workflow automated
✕ First integration connected
Days 31–60
✕ Second seat / API key added
✕ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
ComplianceTrack Churning ⚠ 6 overdue Fintech · 7mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✕ First workflow automated
✕ First integration connected
Days 31–60
✕ Second seat / API key added
✕ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
SecurityScan AI Churning ⚠ 6 overdue DevTools · 7mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✕ First workflow automated
✕ First integration connected
Days 31–60
✕ Second seat / API key added
✕ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
OutcomeAI At-Risk ⚠ 6 overdue Healthtech · 6mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✕ First workflow automated
✕ First integration connected
Days 31–60
✕ Second seat / API key added
✕ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
IncidentIQ At-Risk ⚠ 6 overdue DevTools · 8mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✕ First workflow automated
✕ First integration connected
Days 31–60
✕ Second seat / API key added
✕ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
HireFlow AI At-Risk ⚠ 6 overdue HR & People Ops · 7mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✕ First workflow automated
✕ First integration connected
Days 31–60
✕ Second seat / API key added
✕ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
ChartFlow At-Risk ⚠ 5 overdue Healthtech · 8mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✕ First integration connected
Days 31–60
✕ Second seat / API key added
✕ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
ScreenIQ At-Risk ⚠ 5 overdue HR & People Ops · 9mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✕ First integration connected
Days 31–60
✕ Second seat / API key added
✕ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
DiagnoseAI At-Risk ⚠ 5 overdue Healthtech · 11mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✕ First integration connected
Days 31–60
✕ Second seat / API key added
✕ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
ReviewBot At-Risk ⚠ 5 overdue DevTools · 10mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✕ First integration connected
Days 31–60
✕ Second seat / API key added
✕ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
ReconBot At-Risk ⚠ 5 overdue Fintech · 9mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✕ First integration connected
Days 31–60
✕ Second seat / API key added
✕ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
PeopleGraph At-Risk ⚠ 5 overdue HR & People Ops · 10mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✕ First integration connected
Days 31–60
✕ Second seat / API key added
✕ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
LoanLogic AI At-Risk ⚠ 4 overdue Fintech · 11mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✓ First integration connected
Days 31–60
✕ Second seat / API key added
✕ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
NorthBrook Risk At-Risk ⚠ 4 overdue Fintech · 12mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✓ First integration connected
Days 31–60
✕ Second seat / API key added
✕ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
DocsFlow AI At-Risk ⚠ 4 overdue DevTools · 12mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✓ First integration connected
Days 31–60
✕ Second seat / API key added
✕ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
AuditDraft At-Risk ⚠ 4 overdue Fintech · 8mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✕ First integration connected
Days 31–60
✕ Second seat / API key added
✓ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
PathwayIQ At-Risk ⚠ 4 overdue Healthtech · 14mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✓ First integration connected
Days 31–60
✕ Second seat / API key added
✕ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
OfferDesk At-Risk ⚠ 4 overdue HR & People Ops · 13mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✓ First integration connected
Days 31–60
✕ Second seat / API key added
✕ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
MonitorPulse Thriving ⚠ 3 overdue DevTools · 13mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✓ First integration connected
Days 31–60
✓ Second seat / API key added
✕ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
MedScribe Thriving ⚠ 2 overdue Healthtech · 15mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✓ First integration connected
Days 31–60
✓ Second seat / API key added
✓ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
DeployPilot Thriving ⚠ 2 overdue DevTools · 17mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✓ First integration connected
Days 31–60
✓ Second seat / API key added
✓ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
CompAssist Thriving ⚠ 2 overdue HR & People Ops · 16mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✓ First integration connected
Days 31–60
✓ Second seat / API key added
✓ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
Clearpath Lending Thriving ⚠ 2 overdue Fintech · 14mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✓ First integration connected
Days 31–60
✓ Second seat / API key added
✓ 10+ AI outputs generated
Days 61–90
✕ Expanded to second use case
✕ AI output shared externally
CareSignal Thriving ⚠ 1 overdue Healthtech · 19mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✓ First integration connected
Days 31–60
✓ Second seat / API key added
✓ 10+ AI outputs generated
Days 61–90
✓ Expanded to second use case
✕ AI output shared externally
Stackline Credit Thriving ✓ On track Fintech · 18mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✓ First integration connected
Days 31–60
✓ Second seat / API key added
✓ 10+ AI outputs generated
Days 61–90
✓ Expanded to second use case
✓ AI output shared externally
CodeScan AI Thriving ✓ On track DevTools · 21mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✓ First integration connected
Days 31–60
✓ Second seat / API key added
✓ 10+ AI outputs generated
Days 61–90
✓ Expanded to second use case
✓ AI output shared externally
ClinicalCopilot Thriving ✓ On track Healthtech · 26mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✓ First integration connected
Days 31–60
✓ Second seat / API key added
✓ 10+ AI outputs generated
Days 61–90
✓ Expanded to second use case
✓ AI output shared externally
Veritas Capital AI Thriving ✓ On track Fintech · 20mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✓ First integration connected
Days 31–60
✓ Second seat / API key added
✓ 10+ AI outputs generated
Days 61–90
✓ Expanded to second use case
✓ AI output shared externally
PulseHire Thriving ✓ On track HR & People Ops · 22mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✓ First integration connected
Days 31–60
✓ Second seat / API key added
✓ 10+ AI outputs generated
Days 61–90
✓ Expanded to second use case
✓ AI output shared externally
Meridian Finance Thriving ✓ On track Fintech · 24mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✓ First integration connected
Days 31–60
✓ Second seat / API key added
✓ 10+ AI outputs generated
Days 61–90
✓ Expanded to second use case
✓ AI output shared externally
TalentOS Thriving ✓ On track HR & People Ops · 28mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✓ First integration connected
Days 31–60
✓ Second seat / API key added
✓ 10+ AI outputs generated
Days 61–90
✓ Expanded to second use case
✓ AI output shared externally
Apex Compliance Thriving ✓ On track Fintech · 30mo
Days 1–7
✓ First AI generation
✓ Workspace fully configured
Days 8–30
✓ First workflow automated
✓ First integration connected
Days 31–60
✓ Second seat / API key added
✓ 10+ AI outputs generated
Days 61–90
✓ Expanded to second use case
✓ AI output shared externally
TTV Benchmarks
Target vs portfolio average
Milestone Target Avg Actual
First AI generation 3d 368d
Workspace fully configured 5d 416d
First workflow automated 14d 473d
First integration connected 21d 545d
Second seat / API key added 45d 606d
10+ AI outputs generated 30d 596d
Expanded to second use case 75d 693d
AI output shared externally 60d 709d
Today's Action Queue
Accounts that need outreach this week · Emails drafted and ready to send
At-Risk Accounts
18
score ≥ 65
Revenue at Risk
$12,830
/mo combined
Urgent Save-Play
11
score ≥ 75
Re-Engagement
7
score 65–74
Sorted by highest risk first — 18 accounts
RefactorBot 🔴 URGENT SAVE-PLAY
DevTools · 4mo on platform · $490/mo
Churn Risk Score
98.2
Activation Gaps
✕ Workspace fully configured ✕ First workflow automated ✕ First integration connected ✕ Second seat / API key added ✕ 10+ AI outputs generated ✕ Expanded to second use case ✕ AI output shared externally
Risk Signals
— AI generation volume down 84% week-over-week
— workflow completion critically low (7%)
— login frequency near zero (0 session(s)/week)
▶ Drafted Outreach Email
[Email draft skipped — run without --skip-ai to generate]
WorkflowHR 🔴 URGENT SAVE-PLAY
HR & People Ops · 4mo on platform · $640/mo
Churn Risk Score
98.0
Activation Gaps
✕ Workspace fully configured ✕ First workflow automated ✕ First integration connected ✕ Second seat / API key added ✕ 10+ AI outputs generated ✕ Expanded to second use case ✕ AI output shared externally
Risk Signals
— AI generation volume down 82% week-over-week
— workflow completion critically low (8%)
— login frequency near zero (0 session(s)/week)
▶ Drafted Outreach Email
[Email draft skipped — run without --skip-ai to generate]
TriageBot 🔴 URGENT SAVE-PLAY
Healthtech · 4mo on platform · $810/mo
Churn Risk Score
98.0
Activation Gaps
✕ Workspace fully configured ✕ First workflow automated ✕ First integration connected ✕ Second seat / API key added ✕ 10+ AI outputs generated ✕ Expanded to second use case ✕ AI output shared externally
Risk Signals
— AI generation volume down 79% week-over-week
— workflow completion critically low (8%)
— login frequency near zero (0 session(s)/week)
▶ Drafted Outreach Email
[Email draft skipped — run without --skip-ai to generate]
TestGen 🔴 URGENT SAVE-PLAY
DevTools · 5mo on platform · $480/mo
Churn Risk Score
97.8
Activation Gaps
✕ Workspace fully configured ✕ First workflow automated ✕ First integration connected ✕ Second seat / API key added ✕ 10+ AI outputs generated ✕ Expanded to second use case ✕ AI output shared externally
Risk Signals
— AI generation volume down 76% week-over-week
— workflow completion critically low (9%)
— login frequency near zero (0 session(s)/week)
▶ Drafted Outreach Email
[Email draft skipped — run without --skip-ai to generate]
RiskLedger 🔴 URGENT SAVE-PLAY
Fintech · 5mo on platform · $870/mo
Churn Risk Score
96.1
Activation Gaps
✕ Workspace fully configured ✕ First workflow automated ✕ First integration connected ✕ Second seat / API key added ✕ 10+ AI outputs generated ✕ Expanded to second use case ✕ AI output shared externally
Risk Signals
— AI generation volume down 78% week-over-week
— workflow completion critically low (9%)
— login frequency near zero (0 session(s)/week)
▶ Drafted Outreach Email
[Email draft skipped — run without --skip-ai to generate]
RxAssist 🔴 URGENT SAVE-PLAY
Healthtech · 6mo on platform · $870/mo
Churn Risk Score
94.4
Activation Gaps
✕ Workspace fully configured ✕ First workflow automated ✕ First integration connected ✕ Second seat / API key added ✕ 10+ AI outputs generated ✕ Expanded to second use case ✕ AI output shared externally
Risk Signals
— AI generation volume down 75% week-over-week
— workflow completion critically low (10%)
— login frequency near zero (1 session(s)/week)
▶ Drafted Outreach Email
[Email draft skipped — run without --skip-ai to generate]
OnboardAI 🔴 URGENT SAVE-PLAY
HR & People Ops · 5mo on platform · $610/mo
Churn Risk Score
94.4
Activation Gaps
✕ Workspace fully configured ✕ First workflow automated ✕ First integration connected ✕ Second seat / API key added ✕ 10+ AI outputs generated ✕ Expanded to second use case ✕ AI output shared externally
Risk Signals
— AI generation volume down 75% week-over-week
— workflow completion critically low (10%)
— login frequency near zero (1 session(s)/week)
▶ Drafted Outreach Email
[Email draft skipped — run without --skip-ai to generate]
PolicyFlow 🔴 URGENT SAVE-PLAY
HR & People Ops · 6mo on platform · $700/mo
Churn Risk Score
91.8
Activation Gaps
✕ First workflow automated ✕ First integration connected ✕ Second seat / API key added ✕ 10+ AI outputs generated ✕ Expanded to second use case ✕ AI output shared externally
Risk Signals
— AI generation volume down 74% week-over-week
— workflow completion critically low (11%)
— login frequency near zero (1 session(s)/week)
▶ Drafted Outreach Email
[Email draft skipped — run without --skip-ai to generate]
BillingPulse 🔴 URGENT SAVE-PLAY
Healthtech · 7mo on platform · $850/mo
Churn Risk Score
91.8
Activation Gaps
✕ First workflow automated ✕ First integration connected ✕ Second seat / API key added ✕ 10+ AI outputs generated ✕ Expanded to second use case ✕ AI output shared externally
Risk Signals
— AI generation volume down 72% week-over-week
— workflow completion critically low (11%)
— login frequency near zero (1 session(s)/week)
▶ Drafted Outreach Email
[Email draft skipped — run without --skip-ai to generate]
ComplianceTrack 🔴 URGENT SAVE-PLAY
Fintech · 7mo on platform · $940/mo
Churn Risk Score
91.6
Activation Gaps
✕ First workflow automated ✕ First integration connected ✕ Second seat / API key added ✕ 10+ AI outputs generated ✕ Expanded to second use case ✕ AI output shared externally
Risk Signals
— AI generation volume down 71% week-over-week
— workflow completion critically low (12%)
— login frequency near zero (1 session(s)/week)
▶ Drafted Outreach Email
[Email draft skipped — run without --skip-ai to generate]
SecurityScan AI 🔴 URGENT SAVE-PLAY
DevTools · 7mo on platform · $530/mo
Churn Risk Score
91.6
Activation Gaps
✕ First workflow automated ✕ First integration connected ✕ Second seat / API key added ✕ 10+ AI outputs generated ✕ Expanded to second use case ✕ AI output shared externally
Risk Signals
— AI generation volume down 70% week-over-week
— workflow completion critically low (12%)
— login frequency near zero (1 session(s)/week)
▶ Drafted Outreach Email
[Email draft skipped — run without --skip-ai to generate]
OutcomeAI 🟡 RE-ENGAGEMENT
Healthtech · 6mo on platform · $880/mo
Churn Risk Score
69.4
Activation Gaps
✕ First workflow automated ✕ First integration connected ✕ Second seat / API key added ✕ 10+ AI outputs generated ✕ Expanded to second use case ✕ AI output shared externally
Risk Signals
— AI usage declining (-25.3% WoW)
— workflow completion rate weak (35%)
— low session activity (3 sessions/week)
▶ Drafted Outreach Email
[Email draft skipped — run without --skip-ai to generate]
IncidentIQ 🟡 RE-ENGAGEMENT
DevTools · 8mo on platform · $510/mo
Churn Risk Score
69.0
Activation Gaps
✕ First workflow automated ✕ First integration connected ✕ Second seat / API key added ✕ 10+ AI outputs generated ✕ Expanded to second use case ✕ AI output shared externally
Risk Signals
— AI usage declining (-25.9% WoW)
— workflow completion rate weak (36%)
— low session activity (3 sessions/week)
▶ Drafted Outreach Email
[Email draft skipped — run without --skip-ai to generate]
HireFlow AI 🟡 RE-ENGAGEMENT
HR & People Ops · 7mo on platform · $680/mo
Churn Risk Score
68.7
Activation Gaps
✕ First workflow automated ✕ First integration connected ✕ Second seat / API key added ✕ 10+ AI outputs generated ✕ Expanded to second use case ✕ AI output shared externally
Risk Signals
— AI usage declining (-25.6% WoW)
— workflow completion rate weak (38%)
— low session activity (3 sessions/week)
▶ Drafted Outreach Email
[Email draft skipped — run without --skip-ai to generate]
ChartFlow 🟡 RE-ENGAGEMENT
Healthtech · 8mo on platform · $840/mo
Churn Risk Score
68.4
Activation Gaps
✕ First integration connected ✕ Second seat / API key added ✕ 10+ AI outputs generated ✕ Expanded to second use case ✕ AI output shared externally
Risk Signals
— AI usage declining (-24.7% WoW)
— workflow completion rate weak (37%)
— low session activity (3 sessions/week)
▶ Drafted Outreach Email
[Email draft skipped — run without --skip-ai to generate]
LoanLogic AI 🟡 RE-ENGAGEMENT
Fintech · 11mo on platform · $890/mo
Churn Risk Score
67.0
Activation Gaps
✕ Second seat / API key added ✕ 10+ AI outputs generated ✕ Expanded to second use case ✕ AI output shared externally
Risk Signals
— AI usage declining (-24.2% WoW)
— workflow completion rate weak (36%)
— integration depth low (2/10 integrations)
▶ Drafted Outreach Email
[Email draft skipped — run without --skip-ai to generate]
ScreenIQ 🟡 RE-ENGAGEMENT
HR & People Ops · 9mo on platform · $720/mo
Churn Risk Score
65.1
Activation Gaps
✕ First integration connected ✕ Second seat / API key added ✕ 10+ AI outputs generated ✕ Expanded to second use case ✕ AI output shared externally
Risk Signals
— AI usage declining (-25.8% WoW)
— workflow completion rate weak (39%)
— integration depth low (3/10 integrations)
▶ Drafted Outreach Email
[Email draft skipped — run without --skip-ai to generate]
ReviewBot 🟡 RE-ENGAGEMENT
DevTools · 10mo on platform · $520/mo
Churn Risk Score
65.0
Activation Gaps
✕ First integration connected ✕ Second seat / API key added ✕ 10+ AI outputs generated ✕ Expanded to second use case ✕ AI output shared externally
Risk Signals
— AI usage declining (-25.0% WoW)
— workflow completion rate weak (38%)
— integration depth low (3/10 integrations)
▶ Drafted Outreach Email
[Email draft skipped — run without --skip-ai to generate]
Revenue Forecast
Net Revenue Retention (NRR) — the share of revenue you keep and grow from existing customers. Move the sliders to see what it takes to reach 110%.
Current Trajectory (Conservative)
If all Churning accounts leave in 90 days
−$93,480/yr
Projected ARR (conservative)
$314,280/yr
Projected NRR (no expansion)
77.1%
Portfolio Assumptions (fixed)
Accounts40
Total ARR$407,760
Gross retention88%
Retained ARR$358,828
Target NRR110%
Expansion needed for 110%$89,708
Enterprise Seat Expansion
0%
% of customers who add a seat pack (5+ seats) · $299/mo per pack
Impact: $0/yr expansion
API / Integration Tier Attach
0%
% of customers upgrading to API access tier · $199/mo
Impact: $0/yr expansion
Advanced AI Features Tier
0%
% of customers on advanced AI tier (custom models, higher limits) · $399/mo
Impact: $0/yr expansion
Blended NRR
88%
Target: 110%
$89,708 expansion needed to reach 110%
Retained ARR$358,828
+ Seat packs$0
+ API tier$0
+ Advanced AI$0
Total ARR (end of year)$358,828
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