ACU-Serve.
CSM account handover — Nick → Sebastian. Revenue Cycle Management. Sentiment at handover: At Risk.
Confidential — internal use only. CSM handover document. Do not share outside PerkUp.
Account overview At Risk
Transition: Nick → Sebastian
| Industry | Revenue Cycle Management |
| Employees | ~350+ |
| Platform fee | $3,600/mo |
| HRIS | ADP |
| Champion | Lori Krohn |
| Sentiment | At Risk (red) |
| Open invoice | ERN8OWNL-0001 (unpaid) |
Relationship map
Lori Krohn is the champion. CEO and Thomas are involved given the severity.
Open items & commitments
- CRISIS: 740 duplicate accounts impacting ~400 employees.
- Jun 2 crisis call held; CEO + Thomas engaged.
- Unpaid invoice ERN8OWNL-0001.
Risk & opportunity
At Risk — a 740 duplicate-account crisis affecting ~400 employees plus an unpaid invoice. Highest-priority save.
Recommended first actions
Resolve the duplicate-account crisis, keep the CEO/Thomas thread warm, and clear the unpaid invoice before any expansion talk.
Source: confidential CSM handover document (ACU-Serve). Internal use only.