See the signal.
Make the next move.
Account-risk monitoring is a separate project to approach with Nathan Varn. This earlier concept is retained for reference; it is not part of Colleen’s marketing workspace scope. Nathan’s involvement, access and delivery plan are still to be discussed.
Account risk workflow
Notice a change. Keep the context.
Review a sample account signal, then trace it to dated sources. A signal prompts a human review; it is not a churn prediction.
No transactions recorded in the past 48 hours, alongside a short-term rise in service cases.
Two independent changes are present in current sample data. Check account context and case severity with the assigned team before changing account priority.Current: Oct 14–21, 2026 · Baseline: Oct 7–14, 2026
Salesforce case sample · comparison periods aligned
A conversation became something you can try.
AI helped review the October 21 Plaud transcript and turn the revised priorities into this proposal extension and clickable workflow. The account examples are fictional; the change in direction came from the conversation. Operational rollout still requires agreed scope, validated data, and human approval.