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BluePeak Capital
Financial Services · Owned by Owen Brooks
93/ 100
HEALTH SCOREHealthy
ANNUAL RECURRING REVENUE$162KEnterprise account
RENEWAL278 days5 Jun 2027 · 95% likelihood
ACTIVE SEATS312 / 38082% utilization
LAST MEANINGFUL CONTACT9 days agoExpected cadence: 18 days
EXPLAINABLE HEALTHHealth score breakdown
Every component is deterministic and traceable to customer signals.
Weighted score: 93Product AdoptionActive seats, core feature depth, and weekly usage trend9030%
EngagementContact recency and stakeholder engagement trend9620%
Value RealizationOnboarding progress, blockers, and time to first value10015%
SentimentCustomer sentiment and CSAT9115%
Support ExperienceOpen-ticket load and critical issue severity8210%
CommercialRenewal likelihood, timing, and expansion signals10010%
NEXT BEST ACTION
Recommended focus
P3Introduce premium workflow capabilities
Strong adoption, sentiment, and usage momentum indicate credible expansion readiness.
82% seat utilization+16% weekly usage trend5/5 core features adopted
- Goal
- Validate a qualified expansion path without disrupting customer value.
- Channel
- Value review + discovery
- Deadline
- Within 10 business days
PRODUCT ADOPTION
Usage and capability depth
↗ +16%Seat activation312 of 380
28 assistants15 workflows5 knowledge sources ONBOARDING & VALUE
Value realization
100%
✓Contract Signed
✓Technical Setup
✓Training
✓First Value
✓Complete
- Current stage
- Complete
- Time to value
- Complete
- Days since signup
- 164
- Target completion
- 14 May 2026
RELATIONSHIP & SUPPORT
Customer signals
EngagementIncreasing↗ Increasing SentimentPositive9.3/10 CSAT COMMERCIAL
Renewal & expansion
Expansion potential- ARR
- $162K
- Renewal date
- 5 Jun 2027
- Days remaining
- 278
- Expansion signal
- Qualified
CUSTOMER HISTORY
Recent timeline
Latest 3 eventsCustomer touchpointReviewed progress against success outcomes.
22 Aug 2026 Support case updated1 issue remain open.
10 Aug 2026 Health score recalculatedUsage trend moved to increasing.
27 Jul 2026