Account health & at-risk
On this page
The at-risk list is the billing rollup pre-triaged: just the accounts that need a human right now - hit a wall, about to, or just lost capacity - sorted with the most urgent on top. It’s the staff “needs attention” inbox.
Any staff account can read it. The remedies you reach from it - resetting usage, a discount, a tier change - carry their own gating.
The categories#
Accounts land on the list for one of four reasons, in descending urgency.
Pilot hard-block#
The most urgent. A pilot account that has hit a hard block and is now stopped, not merely warned - recording or other gated activity is blocked. These are live problems: someone is trying to use dembrane and can’t.
Important
Pilot hard-blocks are the only category where the customer is actively blocked rather than nudged. Treat them as time-sensitive.
At-cap#
The account has reached its limit - most commonly the one-hour recording cap on Free, the only tier with an hour cap. Often the right move is an upgrade conversation, or a temporary usage reset or trial to unblock them while it happens.
Approaching-cap#
Not at the limit yet, but close at the current rate. The best time to reach out - before frustration, while the upgrade is a suggestion rather than a rescue.
Recently-downgraded#
An account that dropped a tier - a churn signal. Something changed: budget, a champion left, the value wasn’t landing. Worth a check-in, and sometimes a discount to keep them.
Tip
Severity ordering means you can work the list top-down: clear pilot hard-blocks first, then at-cap, approaching-cap, downgrades. You rarely need to read past where your time runs out.
The admin-logins proxy#
The list also shows admin logins - how recently and often an account’s admin has logged in, a cheap signal of whether anyone’s actually using dembrane. Read it alongside the category:
- Approaching-cap + frequent logins → an engaged account growing into a paid tier. A warm upgrade conversation.
- At-cap + no recent logins → they hit the wall and walked away. Re-engagement, not upsell.
- Recently-downgraded + healthy logins → they’re staying, just spending less. Worth understanding what changed.
The outreach#
For each row:
- Read the category and login proxy to understand the kind of problem.
- Grab the admin contact to write to. If unreachable, that’s a change-admin case.
- Pick the remedy from the row’s
kebab:
- Blocked or at-cap and you want to unblock now → reset usage (with a reason) or a reverse trial.
- Genuine upgrade → help them, or change the tier once they agree.
- Price is the blocker → a discount to keep a good account.
- Note the reason where the action asks for one - it’s the audit trail.
Warning
Resetting usage or granting a trial unblocks the customer immediately and is visible to them. Don't reset silently to make a number look better - use the reason field and pair it with a real conversation, or you'll be back here next month.
Related#
- Usage & billing rollup - the full list this view triages from, and where admin contacts come from.
- Discounts, trials & tiers - every remedy: reset usage, trials, discounts, tier changes.
- The admin panel - the kebab-action model behind the remedies.
- Tiers & billing - the Free hour cap that puts accounts at-cap.
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