C360

Jan 15, 2026

📞

QBR Call with Sarah Mitchell

Discussed Q4 performance metrics and roadmap for Q1. Customer expressed interest in API automation features.

Duration: 45 min • By: John Smith (CSM)

Jan 12, 2026

📧

Renewal Discussion Email

Sent renewal proposal with 3-year option and volume discount. Awaiting response from procurement.

By: John Smith (CSM)

Jan 8, 2026

👥

Training Session Completed

Advanced SIEM integration training for 12 SOC analysts. All attendees completed certification.

Duration: 2 hours • Attendees: 12

Jan 5, 2026

📝

Feature Request Logged

Customer requested custom dashboard widgets for executive reporting. Escalated to Product team.

Priority: Medium • Status: In Review

Dec 28, 2025

📞

Support Escalation Resolved

P2 ticket regarding API rate limiting resolved. Increased limits to 10K requests/hour.

Resolution Time: 4 hours • Satisfaction: 5/5

Dec 20, 2025

👥

Executive Business Review

Presented ROI analysis to VP of Security and CFO. Demonstrated $450K in annual savings.

Duration: 1 hour • Attendees: 5

⚠️

Risk Indicators

Champion departure detected Medium

No support escalations (30d) Low

Payment status: On-time Low

🎯

Expansion Opportunities

API usage at 85% capacity Upsell

5 new analysts to onboard Expand

Interest in premium support Cross-sell

📊

Engagement Summary

23 Logins (7d)

156 API Calls (24h)

12 Active Users

89% Feature Adoption

✅

Recommended Actions

High Schedule call to address champion departure

Med Send API tier upgrade proposal

Low Share new feature release notes

3 Open Cases

12 Closed (90d)

4.2h Avg Resolution

4.8/5 CSAT Score

Case #	Subject	Priority	Status	Created	Owner
CS-4521	Dashboard loading slow for large datasets	P2	In Progress	Jan 14, 2026	Mike Chen
CS-4518	Feature request: Custom alert thresholds	P3	Open	Jan 12, 2026	Sarah Lee
CS-4510	API documentation clarification needed	P3	Open	Jan 10, 2026	John Smith
CS-4498	Integration sync issue with Splunk	P1	Resolved	Jan 5, 2026	Mike Chen
CS-4472	User permission configuration help	P3	Resolved	Dec 28, 2025	Sarah Lee

Onboarding Progress

100% Complete

✓

Phase 1: Kickoff

Completed

✓ Welcome call scheduled

✓ Success plan created

✓ Stakeholders identified

✓ Goals defined

Completed: Feb 5, 2021

✓

Phase 2: Technical Setup

Completed

✓ Platform access configured

✓ SSO integration

✓ SIEM connection established

✓ Initial data import

Completed: Feb 20, 2021

✓

Phase 3: Training

Completed

✓ Admin training (2 sessions)

✓ End-user training (5 sessions)

✓ Advanced features workshop

✓ Documentation provided

Completed: Mar 15, 2021

✓

Phase 4: Go-Live

Completed

✓ Production deployment

✓ 30-day health check

✓ First QBR scheduled

✓ Handoff to CSM complete

Completed: Apr 10, 2021

Priority	Title	Type	Due Date	Owner	Status	Actions
High	Address Champion Departure	Risk Mitigation	Jan 20, 2026	John Smith	Open
High	Renewal Discussion - 45 Days Out	Renewal	Jan 25, 2026	John Smith	Open
Medium	API Tier Upgrade Proposal	Expansion	Feb 1, 2026	John Smith	In Progress
Low	Schedule Q1 QBR	Engagement	Feb 15, 2026	John Smith	Open
Medium	Complete Training Documentation	Onboarding	Jan 10, 2026	Sarah Lee	Completed	-

Albatross

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Sarah Mitchell

C360

Albatross

Open CTAs

Sarah Mitchell

Timeline - Albatross Inc.

QBR Call with Sarah Mitchell

Renewal Discussion Email

Training Session Completed

Feature Request Logged

Support Escalation Resolved

Executive Business Review

Success Plans - Albatross Inc.

Q1 2026 Success Plan

Objectives

Q4 2025 Success Plan

Cockpit - Albatross Inc.

Risk Indicators

Expansion Opportunities

Engagement Summary

Recommended Actions

Support Cases - Albatross Inc.

Onboarding - Albatross Inc.

Onboarding Progress

Phase 1: Kickoff

Phase 2: Technical Setup

Phase 3: Training

Phase 4: Go-Live

All CTAs - Albatross Inc.

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