Back to accountsC&SMBOnboarding
Copper & Co
Professional Services · Owned by Priya Shah
51/ 100
HEALTH SCOREAt Risk
ANNUAL RECURRING REVENUE$12KSMB account
RENEWAL359 days25 Aug 2027 · 68% likelihood
ACTIVE SEATS4 / 2020% utilization
LAST MEANINGFUL CONTACT12 days agoExpected cadence: 40 days
EXPLAINABLE HEALTHHealth score breakdown
Every component is deterministic and traceable to customer signals.
Weighted score: 51Product AdoptionActive seats, core feature depth, and weekly usage trend3130%
EngagementContact recency and stakeholder engagement trend8020%
Value RealizationOnboarding progress, blockers, and time to first value015%
SentimentCustomer sentiment and CSAT6815%
Support ExperienceOpen-ticket load and critical issue severity8210%
CommercialRenewal likelihood, timing, and expansion signals6810%
Primary driversOnly 1 of 5 core features adopted
Active-seat penetration is 20%
Kickoff rescheduled twice by the customer
NEXT BEST ACTION
Recommended focus
P2Investigate the technical implementation blocker
Kickoff rescheduled twice by the customer
Only 1 of 5 core features adoptedActive-seat penetration is 20%Kickoff rescheduled twice by the customer
- Goal
- Remove the blocker and establish a new first-value date.
- Channel
- Implementation working session
- Deadline
- Within 5 business days
PRODUCT ADOPTION
Usage and capability depth
↘ -5%1 assistants0 workflows1 knowledge sources ONBOARDING & VALUE
Implementation progress
22%
✓Contract Signed
2Technical Setup
3Training
4First Value
5Complete
- Current stage
- Kickoff Scheduled
- Time to value
- In progress
- Days since signup
- 37
- Target completion
- 28 Aug 2026
Implementation blockerKickoff rescheduled twice by the customer
RELATIONSHIP & SUPPORT
Customer signals
EngagementDeclining↘ Declining SentimentNeutral7/10 CSAT COMMERCIAL
Renewal & expansion
- ARR
- $12K
- Renewal date
- 25 Aug 2027
- Days remaining
- 359
- Expansion signal
- Not currently
CUSTOMER HISTORY
Recent timeline
Latest 3 eventsCustomer touchpointReviewed progress against success outcomes.
19 Aug 2026 Support case updated1 issue remain open.
10 Aug 2026 Health score recalculatedUsage trend moved to stable.
23 Jul 2026