Account Management
Lumenworks Group · Customer success · New York, NY
Winifred Osei heads customer success and uses this to see which accounts are at risk and which renewals are coming up.
Use this templateHealth board
AccountsBrookfield Pediatrics
Dunmore Veterinary Group
Fallbrook Credit Union
Calloway Metalworks
Gilmore Hospitality
Evergreen Charter School
Tables
Accounts
6 sample rows · 12 columnsCustomers under contract with their health, tier and renewal.
| Account | Health | Tier | Owner | Renewal date | Website | Created |
|---|---|---|---|---|---|---|
| Dunmore Veterinary Group | Gabriel Santoro | Oct 9, 2026 | https://dunmorevet.net | — | ||
| Calloway Metalworks | Leilani Kahale | Oct 14, 2026 | https://callowaymetalworks.net | — | ||
| Brookfield Pediatrics | Gabriel Santoro | Oct 18, 2026 | https://brookfieldpediatrics.net | — | ||
| Fallbrook Credit Union | Gabriel Santoro | Oct 20, 2026 | https://fallbrookcu.net | — | ||
| Evergreen Charter School | Leilani Kahale | Oct 21, 2026 | https://evergreencharter.net | — | ||
| Gilmore Hospitality | Leilani Kahale | Oct 23, 2026 | https://gilmorehospitality.net | — |
Contacts
10 sample rows · 7 columnsPeople at each account, with the champions marked.
| Name | Account | Role | Phone | Champion | Send email | |
|---|---|---|---|---|---|---|
| Amara Lindqvist | Dunmore Veterinary Group | Clinic manager | amara@dunmorevet.net | (303) 555-0125 | Yes | — |
| Ferdinand Kaplan | Calloway Metalworks | Finance director | ferdinand@callowaymetalworks.net | (216) 555-0124 | No | — |
| Harriet Boateng | Gilmore Hospitality | General manager | harriet@gilmorehospitality.net | (415) 555-0129 | Yes | — |
| Marisol Vandenberg | Brookfield Pediatrics | Practice administrator | marisol@brookfieldpediatrics.net | (212) 555-0121 | Yes | — |
| Pedro Villanueva | Fallbrook Credit Union | IT manager | pedro@fallbrookcu.net | (503) 555-0128 | No | — |
| Quentin Abernathy | Evergreen Charter School | Head of school | quentin@evergreencharter.net | (206) 555-0126 | No | — |
| Rosalind Okeke | Calloway Metalworks | Plant operations lead | rosalind@callowaymetalworks.net | (216) 555-0123 | Yes | — |
| Sabine Moreau | Fallbrook Credit Union | Chief operating officer | sabine@fallbrookcu.net | (503) 555-0127 | Yes | — |
| Simeon Rasmussen | Gilmore Hospitality | Revenue manager | simeon@gilmorehospitality.net | (415) 555-0130 | No | — |
| Thaddeus Ng | Brookfield Pediatrics | Medical director | thaddeus@brookfieldpediatrics.net | (212) 555-0122 | No | — |
Deals
7 sample rows · 5 columnsPlans and upsells linked to accounts.
| Deal | Account | Value | Stage | Close date |
|---|---|---|---|---|
| Evergreen annual plan | Evergreen Charter School | $14,000 | Won | Nov 1, 2025 |
| Calloway premier support | Calloway Metalworks | $64,000 | Won | Nov 15, 2025 |
| Brookfield annual plan | Brookfield Pediatrics | $18,000 | Won | Jan 1, 2026 |
| Fallbrook premier plan | Fallbrook Credit Union | $88,000 | Won | May 16, 2026 |
| Gilmore property group upgrade | Gilmore Hospitality | $31,000 | Idea | Oct 9, 2026 |
| Dunmore multi-clinic add-on | Dunmore Veterinary Group | $9,500 | Proposed | Oct 14, 2026 |
| Calloway line two expansion | Calloway Metalworks | $22,000 | Negotiating | Oct 18, 2026 |
Activities
10 sample rows · 7 columnsReviews, calls and tickets with each account.
| Summary | Account | Type | Date | Next step | Done | Created |
|---|---|---|---|---|---|---|
| Upsell discovery | Gilmore Hospitality | Oct 24, 2026 | List property group needs | No | — | |
| Renewal prep meeting | Evergreen Charter School | Oct 22, 2026 | Bring usage data | No | — | |
| Check-in call | Calloway Metalworks | Oct 20, 2026 | Confirm renewal intent | No | — | |
| Sponsor call | Evergreen Charter School | Oct 15, 2026 | Offer a discount plan | Yes | — | |
| Escalated support ticket | Calloway Metalworks | Oct 13, 2026 | Engineer to join call | Yes | — | |
| Introduced expansion plan | Calloway Metalworks | Oct 8, 2026 | Send pricing | Yes | — | |
| Support follow-up | Gilmore Hospitality | Oct 6, 2026 | Confirm resolution | Yes | — | |
| Executive review | Fallbrook Credit Union | Sep 30, 2026 | Plan the rollout | Yes | — | |
| Quarterly review | Brookfield Pediatrics | Sep 28, 2026 | Share usage report | Yes | — | |
| Onboarding refresher | Dunmore Veterinary Group | Sep 13, 2026 | Book a follow-up | Yes | — |
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