CSM Handovers.
The last three weeks of account transitions, with honest sentiment and the open items that matter. Confidential — internal use only.
Recent CSM handovers
Ten account handovers from the last three weeks, mostly into Sebastian Yidi as accounts consolidate. Sentiment badges are honest — Green healthy, Yellow watch, Red at risk. Read the relevant handover before any call or demo touching these accounts.
KLDiscovery Green
Single-threaded on Rishabh Bora. Large near-term pipeline (~$81k) but concentrated relationship.
PestShare Green / New
Early-stage account; relationship and usage still forming.
Joe Johnson Equipment (JJEI) Green — closed pending paperwork
Signature/AP delay (treat soft until ACH funded). Cross-border shipping is the hot button. UKG multi-BU + country routin…
Traka (ASSA ABLOY) Mixed
Mixed sentiment from a credit-card bug and stockout issues — needs careful service recovery.
ACU-Serve At Risk
At Risk — a 740 duplicate-account crisis affecting ~400 employees plus an unpaid invoice. Highest-priority save.
Teem Neutral
Neutral and quiet (41 days no contact). Small account but a knowledgeable champion in Daniel Booth.
Wealthsimple Green
Melissa going dark (controls onesie transfer + brand approvals). Jason's departure left SSO half-done. CAD-invoicing exp…
Duarte, Inc. Fair · trending At-Risk
3-month engagement gap after a billing issue. Dense 2025 issue history (card fraud ×2, refund-to-expired-reward, $0-rewa…
Yes& Stable but cooling
Renewal exposure into a maintenance-mode account. Price-jump sticker shock ($399 → $599/mo, +50%). Single point of conta…
Flowcode At Risk / Cool
8 months of radio silence. Repeat funding/billing fire-drills (voided invoice Feb 2025, GTM SPIF Sept 2025, balance out …
Source: ten confidential CSM handover documents (Source Inventory tab). Internal use only.