1
Portfolio Review
Start the day in the Account Portfolio view. Review health scores, contract dates, and recent activity across your assigned accounts. Accounts with declining health or upcoming renewals surface to the top automatically.
2
Prioritize Actions
Switch to the At-Risk Accounts tab to review accounts requiring intervention. Review the reasoning behind each health score change and contextual evidence from tickets, usage drops, or missed engagements.
3
Prepare Engagements
Use the QBR Schedule to prepare upcoming reviews. Twin drafts agendas and pulls relevant metrics, usage trends, and success plan progress into a structured outline for your review.
4
Renewal Management
Navigate to the Renewals Pipeline to track open renewal motions. Update stages, review risk flags, and coordinate with sales or legal on expansion clauses or pricing changes.
5
Capture Notes and Handoffs
Log engagement outcomes, update success plans, and flag continuity items for your team. All notes become part of the shared context fabric so coverage across CSMs is seamless.
Primary Surfaces
- Portfolio Dashboard: Bird’s-eye view of all accounts with sortable health, contract, and engagement columns
- Account Detail Page: Deep context on a single account including timeline, contacts, contracts, usage, and tickets
- Health Explainer: Breakdown of how each health score is computed with signal sources and trend lines
- Action Center: Prioritized list of suggested next steps based on domain rules and Twin proposals
- Collaboration Panel: Threaded discussions with internal teams and shared notes on account activities