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Hartwell Industrial Manufacturing Manufacturing
Contract Value $64,000/yr
Renewal Date 2024-08-15
Health Score
2/10
Confidence high

Signal volume is high across all four data sources and every dimension — usage, support, CRM, and email — tells a consistent and corroborating story of disengagement and renewal risk with minimal contradicting evidence.

Account Narrative

Hartwell Industrial Manufacturing is in severe churn risk with renewal 90 days out and almost every signal pointing toward disengagement. Active usage has collapsed to 1 of 18 seats and logins have dropped 65% month-over-month, driven by persistent product reliability issues — four support tickets in four months, all with negative sentiment, and one still open. The primary champion, Tom Greer, has explicitly questioned platform fit, stopped responding to outreach, and conditioned any renewal conversation on seeing tangible product improvements.

Key Signals
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Active users collapsed from baseline to 1 of 18 seats; logins down 65% month-over-month usage
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Tom Greer explicitly stated the team has 'lost confidence in the tool' and conditioned renewal on visible improvement email
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Three unanswered CSM outreaches over six weeks; champion is effectively unreachable crm
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Four consecutive support tickets with negative sentiment spanning Feb–May 2024; one still open (dashboard timeout) support
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Tom Greer flagged in February that he needs to 'evaluate whether the tool is still the right fit' — churn intent signaled 6 months before renewal crm
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Two analysts have reverted to spreadsheets, indicating active workaround adoption outside the platform crm
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Only 4 of 14 features in use, indicating shallow product adoption even before usage decline usage
∼
A last login as recent as 2024-05-20 suggests at least one user has not fully abandoned the platform usage
+
Engineering responded and deployed a fix within 2 days for the March data import escalation support
Expansion Opportunities
Seat re-activation across 17 dormant seats if product reliability issues are resolved low

The account has 18 licensed seats with only 1 active — the usage drop is tied to product frustration, not a lack of potential users. Resolution of performance issues could restore adoption before expansion is viable.

Risk Factors
High probability of churn at August 2024 renewal high

Champion questioned platform fit in February, explicitly conditioned renewal on product fixes in April, and has since gone dark. Usage at 1 active user. Open unresolved ticket. 90 days to renewal.

Champion disengagement — primary contact Tom Greer is unresponsive and only secondary contact (Lisa Pavan) has been reachable, without authority over renewal high

Three unanswered outreach attempts in 6 weeks per CRM notes; April email reply was the last direct communication and it was terse and conditional

Open dashboard timeout ticket creating active blocker to re-engagement; unresolved since May 10 high

Ticket open for 10+ days as of last data point; slow load times on reporting were cited by Tom in April as reason analysts abandoned the tool

Analysts have adopted spreadsheet workarounds, entrenching behavior that makes re-onboarding harder even if product issues are fixed medium

CRM note from April 2 explicitly states two analysts reverted to spreadsheets

Plant systems migration consuming IT bandwidth may delay or deprioritize any internal renewal evaluation process medium

Lisa Pavan confirmed Tom is 'swamped' with migration per May 14 CRM note — this could shorten the effective renewal decision window

Next Actions
Leadership this week

Escalate immediately: VP of CS to initiate exec-to-exec outreach to Tom Greer's manager or a senior stakeholder above IT Director level — this was recommended in February and has not occurred

CSM this week

Resolve open dashboard timeout ticket (opened May 10) as engineering priority and communicate fix directly to Tom Greer with a documented resolution summary and performance benchmarks

CSM this week

Prepare a formal account recovery presentation — include root cause analysis of all four support issues, resolution timeline, and a concrete product reliability commitment — to deliver in a recovery call

CSM this week

Identify and engage an internal advocate beyond Tom Greer — Lisa Pavan or a business-side contact (e.g., operations, finance) who may have renewal influence independent of IT

Sales this month

Sales AE (Daniel Kim) to assess whether a contractual concession (e.g., short-term credit, reduced renewal term, performance SLA guarantee) should be prepared as a retention lever if recovery call is secured

Leadership this month

If no response from any contact within 10 business days of exec outreach, formally flag as likely churn and begin revenue impact planning for August