Flowcode.
CSM account handover — Adri → Sebastian Yidi. SaaS · QR code platform. Sentiment at handover: At Risk / Cool.
Account overview At Risk / Cool
Transition: Adri → Sebastian Yidi
| Industry | SaaS · QR code platform · B2B + B2C |
| HQ | New York, NY |
| Employees | 51–250 (~82–92 active in PerkUp) |
| Founded | 2019 |
| Platform fee | $1,680/yr (~$140/mo) — below standard, flag at renewal |
| HRIS | Not connected |
| Last meaningful interaction | Sept 26, 2025 (~8 months ago) |
| Sentiment | At Risk / Cool |
Relationship map
Kiley Pearl (Employee Experience Manager) is the only engaged contact — transactional, reaches out only when something breaks. Peter is a silent CC (likely Finance/EE leadership). Original sales champions (Mia Klobucher, Michelly Gonzalez) appear to have moved on.
Open items & commitments
- CRITICAL: Company Balance ran out (PerkUp alerts Apr 5–6, 2026) — no human follow-up; risk of declined rewards.
- Confirm company-balance status with Kiley (top-up or bank payment in flight?).
- Verify Mia Klobucher's status at Flowcode (LinkedIn).
- Update the "CSM Account Transitions Q2 2026" tracker to Adri → Sebastian.
- Flag renewal repricing — run-rate below standard.
Risk & opportunity
8 months of radio silence. Repeat funding/billing fire-drills (voided invoice Feb 2025, GTM SPIF Sept 2025, balance out Apr 2026). Single thin point of contact (Kiley). Under-monetized at $1,680/yr. No QBR ever. HRIS never wired despite being the original ask.
Recommended first actions
Email Kiley + Peter to introduce yourself and address the April balance alerts, verify Mia's status, propose a 25-min intro call, send Q4 holiday outreach early, and update the tracker + renewal flag.
Source: confidential CSM handover document (Flowcode). Internal use only.