// SAMPLE DELIVERABLE

Every client moment, watched and worked

Sample — fictional client data · This is what lands in your inbox

MOMENTS REGISTER — 14 ACCOUNTS, WEEK 32

Aug 3–8, 2026

Account	Moment	Touch	Status
Halcyon Group	renewal in 30 days	value recap drafted	queued for you
Brightline Foods	new COO started Aug 3	intro note sent in your voice	sent
Copper Canyon	usage up 40% MoM	expansion note + case study ask	sent
Westbrook & Co.	usage down 3 straight weeks
Del Mar Events	NPS 10 response	thank-you + referral ask sent	sent

Early warning — Westbrook usage down 3 weeks, champion gone quiet

Weekly active users fell 41 → 29 → 22, and Dana (your champion) hasn’t opened the last two check-ins. Last time this pattern appeared (Kestrel account, March), churn followed in 60 days. Drafted a direct note from you to their VP — personal, not salesy. Recommend sending Monday.

Usage analytics · email engagement · churn-pattern match Kestrel 03/2026

This is a sample. The real thing runs on your data.

Moment tracking, high-touch follow-ups, sentiment watch — the early warning before churn ever shows up in numbers.

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