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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 and consistent across all four data sources — CRM notes, usage data, support tickets, and email — all pointing in the same direction, with explicit champion verbatim and quantitative usage collapse leaving little room for interpretive uncertainty.

Account Narrative

Hartwell Industrial Manufacturing is in a critical pre-churn state with 90 days to renewal. Usage has collapsed by 65% in the last 30 days to effectively a single active user out of 18 seats, the primary contact has gone dark amid a plant systems migration, and the account champion has explicitly stated his team has lost confidence in the platform. A recurring pattern of technical failures — slow reporting, data import issues, dashboard timeouts — has driven analysts back to spreadsheets, and the champion signaled renewal skepticism as far back as February.

Key Signals
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Login volume dropped 65% in 30 days — from 89 to 31 logins usage
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Only 1 of 18 seats actively used in the last 30 days usage
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Only 4 of 14 features in use, indicating extremely shallow adoption usage
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Tom Greer explicitly stated team has 'lost confidence in the tool' and analysts have reverted to spreadsheets email
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Tom Greer deflected early renewal outreach in February, saying he needs to evaluate whether the tool is still the right fit crm
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Three consecutive unanswered outreach attempts over 6 weeks from CSM crm
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Reporting dashboard timeout ticket has been open since May 10 with no resolution support
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Four consecutive support tickets all with negative sentiment spanning February to May 2024 support
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Data import failure bug that blocked a board report was eventually resolved after escalation support
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Backup contact Lisa Pavan provided context on Tom's availability, indicating some residual communication channel exists crm
Expansion Opportunities
Plant systems migration underway — potential integration or data pipeline use case low

Lisa Pavan mentioned Tom is absorbed in a plant systems migration. If the platform can integrate with or complement the new plant systems, there may be a relevance angle to explore post-migration. However, this is speculative given current dissatisfaction.

Risk Factors
Likely churn at August 2024 renewal high

Champion explicitly questioned fit in February, team confidence is stated as lost, usage has nearly ceased, and the primary contact is unresponsive. All leading indicators point to non-renewal.

Open reporting dashboard timeout ticket unresolved with 90 days to renewal high

Ticket opened May 10 is still open. Tom cited slow load times in April as a core frustration driving user abandonment. This unresolved issue directly contradicts any renewal conversation.

Champion disengagement — Tom Greer unreachable for 6+ weeks high

Three unanswered outreach attempts logged by Marcus Bell. No inbound communication since April 3 email with negative tone. Renewal decision-maker is effectively dark.

Complete user abandonment below primary contact level high

Active users dropped to 1 of 18 seats. CRM notes confirm analysts have reverted to spreadsheets. The platform has no grassroots adoption to fall back on if the champion churns.

No executive relationship established despite internal flag in February medium

Daniel Kim flagged the need for exec-to-exec outreach from VP CS in February. No evidence this was executed. Three months have passed without escalation.

Recurring technical failures eroding credibility medium

Four consecutive negatively-sentiment support tickets across four months covering export truncation, admin panel failure, data import failure, and ongoing dashboard timeouts. Pattern suggests systemic reliability issues, not isolated incidents.

Next Actions
Leadership this week

Escalate immediately to VP of Customer Success for executive-to-executive outreach to Hartwell leadership — this was recommended in February and never actioned. Frame around acknowledging product issues and committing to a joint remediation plan.

CSM this week

Prioritize and expedite resolution of the open reporting dashboard timeout ticket (opened May 10). Loop in engineering and communicate a fix timeline directly to Tom Greer in writing before any renewal conversation is attempted.

CSM this week

Prepare a concise account recovery brief for VP CS including: full ticket history, usage decline data, verbatim Tom Greer quotes, and a proposed remediation roadmap to present in executive outreach.

CSM this month

Attempt to identify and engage an alternative internal champion or economic buyer beyond Tom Greer — explore whether Lisa Pavan or a plant operations leader has stake in the platform's use case.

Sales this month

Conduct an internal win/loss pre-mortem: assess whether the platform's reporting performance issues are fixable within the renewal window and whether a contractual concession (e.g., short-term extension, credit) could buy time to rebuild trust.

Leadership this month

If executive outreach and ticket resolution fail to produce a response from Tom Greer by end of May, treat account as likely churn and begin internal forecasting adjustments for August.