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Agent livegalileo running · 1 in flight · 4 decided today · 5 total in queue

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Crestmont Health Group

0 pending, 1 in flight, 4 decided.

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In flight11 needs attention
renewal-outreachchatter postlow riskFinal risk level for this item. Anything tied to a high-risk account inherits high-risk priority — even if the individual task looks low-stakes on its own.Needs attention
6/5/2026

Crestmont Health Group

salesforce.account · 001gK000017mQ28QAE

Internal Chatter to align CSM + AE before reaching out to Crestmont. Bell drafts the Chatter; CSM approves before it posts to the Account record (per Bell's bright-line).

Current

(no Chatter post yet)

Proposed Chatter post

Implementation status — Crestmont

2 of 5 workflows live (Intake, Triage). Remaining three (Routing, Escalations, Reporting) have been stalled since April — owner on customer side is unclear post-reorg.

@CSM — proposing we collapse the rollout scope to the two live workflows for renewal, re-sequence the rest into a Q3 expansion conversation. Thoughts?

Needs attention · Galileo couldn't complete this after several automatic retries

Galileo reported: auto-retry exhausted (4 attempts) — likely Galileo dispatch or downstream worker failure

This is usually transient. If it keeps failing after a few tries, ping an admin.

approved 8/3/2026
Recently decided4show
galileoadd save planmed riskFinal risk level for this item. Anything tied to a high-risk account inherits high-risk priority — even if the individual task looks low-stakes on its own.rejected
6/5/2026

Crestmont Health Group

salesforce.account · 001gK000017mQ28QAE

Structured 60-day save aligned to SOP 2.5a §4 (Account-level intervention). Plan references and depends on the other three approvals bundled for Crestmont.

Current

(no save plan yet)

Proposed save plan

(empty)

Decided 6/12/2026
galileocreate tasklow riskFinal risk level for this item. Anything tied to a high-risk account inherits high-risk priority — even if the individual task looks low-stakes on its own.rejected
6/5/2026

Crestmont Health Group

salesforce.account · 001gK000017mQ28QAE

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

Exec briefing prep — Crestmont Health Group health recovery
2026-06-19
High
(assigned at write time)
Decided 6/12/2026
galileochange health bandmed riskFinal risk level for this item. Anything tied to a high-risk account inherits high-risk priority — even if the individual task looks low-stakes on its own.approved
6/5/2026

Crestmont Health Group

salesforce.account · 001gK000017mQ28QAE

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.
Decided 6/12/2026
Outcome: Account.Health_Band__c set to Yellow on 001gK000017mQ28QAE · sf:001gK000017mQ28QAE
renewal-outreachsend replymed riskFinal risk level for this item. Anything tied to a high-risk account inherits high-risk priority — even if the individual task looks low-stakes on its own.approved
6/5/2026

Crestmont Health Group

salesforce.account · 001gK000017mQ28QAE

Outbound CSM check-in to re-establish exec rhythm. Crestmont Health Group 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

sponsor@crestmont.example
Quick check-in — Crestmont Health Group

Hi there,

Wanted to reach out — we've noticed some shifts on the Crestmont Health Group 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

Decided 6/5/2026