Riverside Logistics
salesforce.account · 001gK0000178vNxQAI
Save plan calls for Weekly cadence through renewal — updating SF to reflect actual rhythm. Was 'Engaged - Ad Hoc'.
Current
Meeting_Cadence__c
(empty)
Proposed
Meeting_Cadence__c
Weekly
Approval Queue
salesforce.account · 001gK0000178vNxQAI
Save plan calls for Weekly cadence through renewal — updating SF to reflect actual rhythm. Was 'Engaged - Ad Hoc'.
Current
Meeting_Cadence__c
(empty)
Proposed
Meeting_Cadence__c
Weekly
salesforce.account · 001gK0000178vNxQAI
Per save plan: maintain weekly touchpoint cadence with Riverside through renewal.
Current
(no task)
Proposed task
salesforce.account · 001gK0000178vNxQAI
Yellow account missing save plan per SOP section 5.
Current
CSM_Save_Plan__c
(empty)
Proposed
CSM_Save_Plan__c
5/28/26: Yellow band, no recent save plan. Riverside has been stable but quiet. Plan to log a relationship-state note after our Thursday call.