Account Health
Last Login9d ago
Support Tickets0 open · 1 total
Engagement Score72 / 100
Implementation StatusOn Track
Partner: Zertain · Anirudh
Top Signals1 action
No customer contact in 9 days. Reach out to ensure project momentum.
ACTIONNo Caspio login in 9 days. Normal during early discovery but worth noting.
WATCHProject uses external OpenAI API. Caspio Extensions could consolidate this — potential upsell to Credits package.
OPP3 meetings attended in first 2 weeks. Customer is invested in this project.
✓Recommended Actions
📞Schedule a 15-minute check-in call with the customer to maintain engagement.
HIGH 📋Prepare a brief upgrade recommendation based on current usage trends.
MEDIUM ⏳No action needed during discovery. Next natural touchpoint is when development begins.
LOW Caspio Snapshot0/18 DataPages
💡 1 upsell / expansion opportunity detected
Customer Profile
A
Apex Health and Pain
Mike Lofton · CEO & Medical Director
Healthcare — Post-Operative Care
PlanCaspio HIPAA Business
MRR$299/mo
Renewal343d (2027-02-10)
PartnerZertain
ProjectPostOp Navigator + IncisionIQ
Go-Live Target2026-04-16