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.Final 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.6/5/2026
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.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.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.
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.Final 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.6/5/2026
Outbound CSM check-in to re-establish exec rhythm. Helix Robotics Inc 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@helix.example
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.Final 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.6/5/2026
Structured 60-day save aligned to SOP 2.5a §4 (Account-level intervention). Plan references and depends on the other three approvals bundled for Helix.
Current
(no save plan yet)
Proposed save plan
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.Final 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.6/5/2026
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
(assigned at write time)
In flight11 needs attention
galileoupdate fieldlow 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.Final 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 attention6/5/2026
Bump CustomerPriority__c Medium -> High while Health_Score__c is Red. Routing rule §2.5a maps Red accounts to High priority until the save plan exits its mid-checkpoint.