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Thursday, March 13 · Example briefing

One renewal is wobbling, and two trials are one nudge from paying.

MRR is up on the week, but the growth is hiding a support problem: every ticket in the last 8 days came from accounts on the seat-based plan.

What changed

Last 7 days · sample numbers

MRR

$8,420

+$310 (7d)

Active trials

14

+3 (7d)

Open tickets

9

+4 (7d)

Weekly active

312

-4% (7d)

Today's priorities

Ranked by what it costs you to ignore them

  • Why this matters

    Third ticket in 8 days, all about the same seat-based invoice, and nobody on their team has logged in since Monday. The renewal charge runs in 34 hours — if it fails or gets disputed, you lose the account and the refund fight.

    Reply to the open thread and offer to re-price the seats

  • Why this matters

    All three connected a data source in their first session, which is the strongest paying signal you have — trials that also invite a teammate convert at roughly 3x. They have 4, 5 and 6 days of trial left.

    Send the one-line teammate invite email

  • Why this matters

    Four separate accounts have now complained about per-seat billing in 3 weeks. It stopped being one annoyed customer and became a pricing problem, and it is generating most of your support load.

    Draft the flat-team-price option and pick a date

Churn risk

Accounts showing the cancel pattern

  • Why this matters

    Usage down 41% in two weeks, three unresolved tickets, renewal in 34 hours. The pattern (silence + open ticket + renewal) is the one that actually predicts cancellation.

    Reach out today, not after the charge

  • Why this matters

    Their admin stopped logging in 19 days ago and only one of five seats is still active. Nothing is on fire, so this one will churn quietly at renewal unless someone asks why.

    Ask what changed on their side

Revenue opportunities

Money already on the table

  • Why this matters

    Both have been over the connected-tools limit for more than a week and neither has been asked to upgrade. They are already getting the value of the higher tier.

    Send the upgrade prompt

  • Why this matters

    They have paid four months in a row without a single failed charge — the group most likely to accept annual. Annual moves them off the monthly cancel decision entirely.

    Offer annual with 2 months free

This is example data from a fictional SaaS.

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