For CS Teams
You are not managing a renewal date, you are running a programme that has to be defended every quarter. Account health scoring, a needs-attention card that ranks what is actually wrong, and an activities timeline on every record with meeting recaps from Google Meet and Microsoft Teams.
Halvern Health
Renewal in 47 days · owner Maya Silva
Account health
At riskDown 37 points this quarter. Last touch 24 days ago.
Needs attention
2 deals have gone quiet
No activity in 19 and 24 days
1 close date has passed
Renewal was due 6 days ago
3 contacts untouched
Including the economic buyer
A runnable walkthrough for cs teams: a film. A programme slips to at risk, the needs-attention card ranks why, the timeline shows how long it has been wrong, and the client writes back to say thank you for catching it.
Every figure is sample data. Nothing here is connected to a live account.
Accounts
Sample dataOpen
AnyCRM. Accounts.
At risk
Notification at 07:52: Orchardline Systems moved to at risk. The health arc swings from 62 to 38 on a $96k renewal.
Why
Needs attention ranks three reasons: two deals gone quiet on $96k and $18k with no activity in 21 days, a close date that passed on 12 September, and no contact touched in 21 days.
The record
Activities, newest first: a support escalation 6 days ago, an email to Lena Fischer 14 days ago with no reply, and a quarterly business review 41 days ago.
Preparation
Meeting assistant recap from the last QBR. Risk: the handover to their new support lead was never finished. Good: usage held through the summer. Note: Lena asked for a renewal walkthrough before October. The check-in is drafted in three lines, addressed to Lena.
Approve
Two proposals, approved one at a time: create the renewal review task, and log Tuesday 10:00 with Lena Fischer. Both written to the Orchardline Systems timeline.
Reply. The peak.
Lena Fischer, Head of Support Ops at Orchardline Systems, 1h: “Tuesday works. Thank you for catching the handover, we thought nobody had noticed.” Twenty-one quiet days, ended on the morning the account said something was wrong.
Wrap
Account health 38 to 54 and out of at risk. Renewal review on the calendar for Tuesday 10:00. Needs attention down from three items to one.
Close
Caught while there was still time. Health scores watch every account, the needs-attention card ranks what is actually wrong, and the last meeting is already summarised. AnyCRM names the renewal that is slipping while you can still answer it.
The problem
“I hear a programme is in trouble when the QBR is thirty days out.”
The solution
Every account carries a health score: good, neutral, at risk or churned. The score moves with the record, so an account sliding toward at risk shows up as it happens rather than in the week before the QBR.
The problem
“My team spends the first hour of the day working out which account is on fire.”
The solution
The needs-attention card ranks what is wrong on an account: deals that have gone quiet, close dates that have passed, contacts nobody has touched. That ranking is the morning stand-up, already written.
The problem
“The client asks what we agreed in March and nobody can find it.”
The solution
The activities timeline holds every touch on every record. The meeting assistant joins calls on Google Meet and Microsoft Teams and writes the recap, so the history is there without anyone keeping it.
Calls, emails, files and meetings land on one timeline per record. The meeting assistant adds the recap and proposes the follow-up tasks; nothing writes to the CRM until you approve it.
Activity timeline
Halvern Health · everything on the record
Quarterly review recorded
Meeting assistantGoogle Meet · 42 min · 6 days ago
Recap and action items captured. Two tasks proposed for your approval.
Email from Dana Okafor
Auto-logged · 9 days ago
Asked for the delivery timeline in writing.
Statement of work attached
Files · 14 days ago
Onboarding call completed
Meeting assistantMicrosoft Teams · 21 days ago
Once terms are agreed, the SOW is written from the calls that agreed them, with every clause sourced.
See SOW generationWhat you will use first
Where this role lives in the deal
Highlighted stages are where this role's use cases sit.
Price
Channel, volume, baseline and exit criteria, proposed from the report.
Win
The RFP engine pointed at SOC 2, HIPAA and vendor-risk questionnaires, answered from your own files.
Deliver
Every clause drafted from the call, the note or the proposal that agreed it.
Deliver
Milestones, owners and tasks for the first ninety days, from the signed SOW.
Pilot
Kickoff pack, weekly check-ins, blockers and the containment plan, from the deal.
Pilot
Briefed before, joined, wrote it up, and proposed the changes for approval.
Full deal intelligence from day one. No credit card required.