Lighthouse Marketing
salesforce.account · 001gK0000178EfcQAE
Lighthouse recovery in motion — documenting the save plan formally on the renewal opp.
Current
(no save plan yet)
Proposed save plan
Approval Queue
3 need you
Agent livegalileo running · 0 in flight · 3 decided today · 6 total in queue
Lighthouse Marketing
salesforce.account · 001gK0000178EfcQAE
Lighthouse recovery in motion — outreach reply within 4 hours, renewal call booked. Red -> Yellow reflects momentum.
Current health band
—Composite health score for the account, from 0 to 100, pulled from Salesforce. Green > 70, Yellow 40–70, Red < 40. Treat as stale if it contradicts recent engagement signals.Proposed health band
yellowComposite health score for the account, from 0 to 100, pulled from Salesforce. Green > 70, Yellow 40–70, Red < 40. Treat as stale if it contradicts recent engagement signals.Lighthouse Marketing
salesforce.account · 001gK0000178EfcQAE
Chris re-engaged after recovery outreach, booked renewal-readiness call. Sentiment Negative -> Positive.
Current
Customer_Sentiment__c
(empty)
Proposed
Customer_Sentiment__c
Positive
Recently decided3show
Lighthouse Marketing
opportunity · 001gK0000178EfcQAE
Follow-up drafted from the meeting transcript.
Current
(no email)
Proposed email
chris.morgan@lighthousemarketing.example
Confirming Thursday + a quick prep note
Hi Chris,
Really glad to have the call on the books — Thursday at 2pm ET works perfectly. Calendar invite incoming separately.
A few things I will come prepared to walk through, but flag now in case any of them are not the right focus:
1. Renewal-readiness checklist — where we are 38 days out, plus the two options for billing 2. The 30/60/90 of expansion if your team adds the second account exec 3. Anything that came up after the rebar-delay save story that I should be aware of
If any of those are off, or you want to swap something in, just hit reply with what you would rather cover. Happy to flex.
Looking forward to it.
Taylor
Lighthouse Marketing
contact · 001gK0000178EfcQAE
Strongest at-risk signal today (0.91). 62 days no login, 38d to renewal, zero recent support cases. Standard SMB renewal-recovery outreach template, personalized.
Current
(no email)
Proposed email
chris@lighthouse-marketing.example
Checking in — last month before renewal
Hi Chris,
Noticing your team hasn't logged in for a few weeks and we're 38 days out from your renewal. Want to set up a quick 15-minute call this week to walk through where you are and what would make the next year easier?
I also have a few ideas based on what teams at your size have been doing successfully — happy to share them whenever works best.
Thanks, Taylor
Lighthouse Marketing
salesforce.account · 001gK0000178EfcQAE
Chris booked a renewal-readiness call after the recovery outreach. Prep the deck before Thursday.
Current
(no task)
Proposed task
Prep renewal-readiness deck for Lighthouse — Thursday call
2026-06-06
High
taylor@example-csm.test