Vitally

Spot churn risk early, with health, NPS and revenue side by side.

Dot copies active accounts, users, conversations, notes, NPS, tasks and projects, and answers in plain English.

Threadcustomer-success

Sarah Chen9:41 AM

@Dot Which accounts have a health score under 5, and how much do they pay us?

1 reply

DotAPP9:42 AM

7 steps · 46s · Access Online

12 accounts, worth $640K a year.

Sources: Vitally and Stripe.

Here is the data.

AccountHealthAnnual revenue
Corvid3.1$84K
Lumen3.8$52K
Okafor & Co4.2$48K

Threadcustomer-success

Ryan Ortiz9:41 AM

@Dot What is our NPS by customer segment this quarter?

1 reply

DotAPP9:42 AM

6 steps · 35s · Access Online

SMB trails at 21, down 9 points since spring.

Source: Vitally.

Chart

Threadcustomer-success

Priya Shah9:41 AM

@Dot Which accounts haven’t had a conversation with us in 60 days?

1 reply

DotAPP9:42 AM

8 steps · 51s · Access Online

17 accounts. Amir owns most of them.

Source: Vitally.

Here is the data.

AccountLast conversationOwner
Halden94 daysAmir
Brightline71 daysSofia
Kestrel Labs63 daysAmir

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