Approval Queue
salesforce.account · 001gK000017l1SgQAI
Structured 60-day save aligned to SOP 2.5a §4 (Account-level intervention). Plan references and depends on the other three approvals bundled for Vertex.
Current
(no save plan yet)
Proposed save plan
salesforce.account · 001gK000017l1SgQAI
Conditional move Red -> Yellow once the save plan is in flight AND the CSM check-in is logged. Per rubric 4.1 §C, sustained Red requires either no plan or no exec contact — both addressed by the bundled approvals on this account.
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
—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.salesforce.account · 001gK000017l1SgQAI
Outbound CSM check-in to re-establish exec rhythm. Vertex Insights LLC has drifted on cadence and Health_Score__c flipped to Red — per SOP 2.3 §3 we open with a low-pressure ask before escalating to a formal save plan.
Current
(no email)
Proposed email
Hi there,
Wanted to reach out — we've noticed some shifts on the Vertex Insights LLC side that I'd love to align on. Could we grab 30 minutes next week to walk through your current priorities and how we can best support?
Happy to send a few times that work on my end.
— Robbie
salesforce.account · 001gK000017l1SgQAI
Product telemetry caught a competitive RFI submission internally at Vertex. Renewal is 14 weeks out — we need the defense pack (reference customers, ROI deck, switch-cost analysis) in CSM's hands before the next touchpoint, not on a generic 30-day SLA.
Current
(no task)
Proposed task
salesforce.account · 001gK000017l1SgQAI
Calendar the exec briefing prep so it doesn't slip. Anchors week 2 of the save plan. High priority because Health_Score__c is Red and the briefing is the inflection point.
Current
(no task)
Proposed task