Account Book

8 accounts, $452,000 ARR, as of September 4, 2026. The source of truth is HubSpot; this page is a snapshot.

Account Industry Tier ARR Plan Champion Economic buyer Contract end Health
Vantra Pay Fintech Strategic $150,000 Enterprise Ngozi Adeleke, VP of Engineering David Okonji, COO Dec 1, 2026 88.0 Green
Norwell Retail Group E-commerce Strategic $95,000 Enterprise Marcus Webb, Dir. Platform Engineering Priya Chandra, VP of Technology Feb 1, 2027 83.0 Green
Ardenwell Health Healthtech Key $55,000 Growth Dr. Samuel Adisa, Head of Digital Operations None (single contact) Apr 1, 2027 77.75 Green
Coreflow Logistics Logistics Key $48,000 Growth Tunde Bakare, Engineering Manager Linda Foster, VP Operations Jan 15, 2027 84.0 Green
Solace Dev Tools Dev tools Key $42,000 Growth James Ferreira, Head of Platform Grace Liu, CTO May 1, 2027 88.0 Green
Brightpath SaaS SaaS Key $38,000 Growth Rachel Kim, Engineering Manager None identified Oct 22, 2026 36.25 Red
Marlow Commerce E-commerce Growth $14,000 Starter Aisha Bello, Founding Engineer None (single contact) Jun 1, 2027 78.5 Green
Verdant Fintech Fintech Growth $10,000 Starter Oliver Tan, CTO None (single contact) Mar 1, 2027 59.5 Yellow

Coverage model

Strategic (2 accounts, 54% of ARR): named TAM, quarterly business review, renewal planning opens 90 days before contract end, executive contact on both sides.

Key (4 accounts, 41% of ARR): named TAM, monthly check-in, renewal planning opens 60 days out, QBR on request or after any Sev 1.

Growth (2 accounts, 5% of ARR): no scheduled check-ins, monitored through Health Score. Outreach triggered by a Yellow or Red score, as with the Verdant proactive outreach on September 4.

Flags carried into the rest of this case study

Single-threaded accounts: Ardenwell, Brightpath, Marlow, Verdant. Four of eight have one contact, no Economic Buyer on record.

Renewal at risk: Brightpath SaaS (see Renewal Risk).

Expansion: Solace Dev Tools (see Expansion Deal).

Silent churn risk: Verdant Fintech, outreach sent September 4, response pending (see Health Score Model).

Next renewal on the calendar: Brightpath, October 22, 2026.

HubSpot properties added for this book

Account Tier, Plan Tier, Contract End Date, Health Score.