Client Communication & Relationship Intelligence

Cadence Adherence
72.4%
+3.1pp vs. prior month
Exec Gaps (>60d)
14
$8.7M ARR at risk
Avg Response Rate
64.8%
-2.3pp vs. prior month
Multi-Threaded (3+)
58%
+4pp vs. prior quarter
Proactive:Reactive
1.7:1
+0.2 vs. prior month
Stakeholder Departures
9
Last 90 days

Touchpoint Cadence Adherence by Account (Last 12 Weeks)

Account
W1
W2
W3
W4
W5
W6
W7
W8
W9
W10
W11
W12
UrbanStyle Commerce
FreshGrocer Direct
RetailMax Holdings
Bloom & Branch

Stakeholder Coverage Depth

Response Rate Trend (Top 10 Declining)

Account Communication Intelligence

Account Tier ARR CSM Cadence Days Since Exec Personas Response % Sentiment Pro:React
UrbanStyle Commerce Enterprise $1.1M A. Johnson Lapsed 94 ●●●○○
58%
1.4:1
RetailMax Holdings Enterprise $1.8M M. Torres On Cadence 14 ●●●●○
76%
2.1:1
FreshGrocer Direct Mid-Market $340K D. Kim At Risk 47 ●●○○○
31%
1.2:1
Bloom & Branch SMB $65K R. Okafor Lapsed 126 ●○○○○
42%
0.4:1
StyleHub Collective Enterprise $920K M. Torres On Cadence 8 ●●●●●
82%
1.9:1
TrendSet Retail Mid-Market $285K A. Johnson On Cadence 19 ●●●○○
69%
1.6:1

Multi-Channel Sentiment Overlay

Communication Effort vs. Account Health

Channel Effectiveness by Tier

Meeting-to-Action Conversion

Stakeholder Network Changes (90d)

Jessica Chen departed
UrbanStyle Commerce • 12 days ago
David Park added
RetailMax Holdings • 8 days ago
Michael Rodriguez left
FreshGrocer Direct • 18 days ago
Sarah Lin promoted to VP
StyleHub Collective • 22 days ago
James Wu added
TrendSet Retail • 29 days ago

CSM Communication Leaderboard

Engagement Frequency Distribution

Relationship Risk Alerts

Account Alert Type Risk Detail ARR at Risk CSM Recommended Action
UrbanStyle Commerce Stakeholder Departure VP Marketing Jessica Chen left—LinkedIn signal 12d ago $1.1M A. Johnson Schedule exec bridge with new VP
RetailMax Holdings Sentiment Drop Support sentiment 0.71→0.39 over 6 weeks $1.8M M. Torres Escalate to engineering leadership
FreshGrocer Direct Response Decay Response rate dropped 78%→31% in 4 weeks $340K D. Kim Schedule executive check-in call
Bloom & Branch Cadence Lapse 126 days since exec touch, 1 persona only $65K R. Okafor Rebuild multi-threaded relationship
PrimeStyle Inc Exec Gap 73 days since C-level contact $710K A. Johnson Schedule QBR with CTO