Account health & at-risk

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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:

The outreach

For each row:

  1. Read the category and login proxy to understand the kind of problem.
  2. Grab the admin contact to write to. If unreachable, that’s a change-admin case.
  3. Pick the remedy from the row’s kebab:
  4. 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.

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