Entities
Relationships
- An Account has many Customers and Contacts
- An Account has one active Contract and may have many historical ones
- An Account generates Usage events and Ticket interactions
- A SuccessPlan belongs to one Account and tracks progress via milestones
- An Opportunity references an Account for expansion or renewal motions
- A QBR covers one Account and involves multiple Contacts
Key Events
Evidence Types
- Transactional: Invoices, payments, contract amendments from Stripe and Salesforce
- Behavioral: Login frequency, feature adoption, support reach from usage and ticket systems
- Relational: Meeting attendance, email engagement, stakeholder changes from HubSpot
- Declarative: Success plans, QBR commitments, strategic objectives captured in Spine