Customer Success Manager · A check-in view for Lily while she's OOO on maternity leave
Six numbers for a check-in under a minute.
Engagement cadence (30-day touch)
66%
27 of 41 accounts touched in 30 days · target ≥90%
Stale accounts (90+ days / never touched)
5
Tenneco has no logged contact at all — see "Accounts to watch"
Tier 0 accounts touched (30-day)
4 / 5
Metro Shipping last touched 31 days ago — 1 day past target
Expansion cluster to watch
$147,570
6 deals, all Proposal stage · expected close Dec 31, 2026
Open pipeline value (CS-Expansion)
$204,150+
4 more deals not yet priced (see Expansion tab)
Support tickets — Trello
Pending
Will populate once Trello is connected in this workspace
How consistently Jesús is touching his own ~41-account book — HubSpot's logged Last Contacted date (calls, emails, meetings), pulled Sep 1, 2026.
Days since last logged contact across all 41 active Customer accounts he owns. The 90+ bucket below includes Tenneco, which has no logged contact at all.
The 5 most worth a check-in — either the longest untouched, or untouched while carrying real open pipeline value:
| Account | Tier | Days since contact | Open deal value | Status |
|---|---|---|---|---|
| Tenneco | Tier 3 | Never logged | — | No contact on record |
| Walter Werkzeuge Salzburg | Tier 3 | 119 | — | Stale |
| Kestrel Group | Tier 1 | 90 | $9,480 | Stale + live pipeline |
| CustomSized | Tier 2 | 91 | $21,600 | Stale + live pipeline |
| Metro Shipping | Tier 0 | 31 | — | Watch |
Kestrel Group and CustomSized are the two to prioritize: both have real open CS-Expansion value ($9,480 and $21,600) sitting behind an account that hasn't been touched in 3 months.
All open (non-closed) deals in the CS-Expansion pipeline where Jesús is the deal owner. Pulled live from HubSpot, Sep 1, 2026.
$147,570
Port Congestion $12,500 · Terminal Data $40,000 · Sailing Schedules $4,320 · Contract Allocation $27,000 · D&D management $33,750 · Freight Audit $30,000. Würth was also touched most recently of any account in the book (Aug 31) — the relationship is active, this is about getting 6 proposals converted before year-end.
| Stage | Deals | Value |
|---|---|---|
| Proposal | 6 | $147,570 |
| On Hold | 9 | $38,600 (+3 unpriced) |
| Qualification | 3 | $7,600 (+1 unpriced) |
| Negotiation | 2 | $9,480 |
| Contracting | 1 | $900 |
| Total | 21 | $204,150+ (4 unpriced) |
All 21 open CS-Expansion deals across 15 accounts, pulled from HubSpot's deal records (Next step and Description fields) on Sep 1, 2026. Click a column header to sort; use the row below the headers to filter.
| Account | Deal | Stage | Value | Latest update | Next step |
|---|---|---|---|---|---|
| Kestrel Group | Air Tracking | Negotiation | $1,320 | Last touched Aug 27 — account itself is 90 days untouched (see Engagement tab) | Air Tracking demo with their operational team |
| Kestrel Group | Sailing Schedules | Negotiation | $8,160 | Proposal sent, same Aug 27 touch as the Air Tracking deal above | They'll review the proposal internally |
| Metro Shipping | Freight Invoice audit | On Hold | TBD | Not currently a priority — Metro uses another provider for this | Deep-dive was planned for the onsite visit end of June — overdue, needs rescheduling |
| Metro Shipping | Command Centre white labeling | Qualification | TBD | Both integration options (embedding vs. white-labeling) already presented | Wants to integrate once full container tracking rolls out in November |
| Würth Logistics | Port Congestion | Proposal | $12,500 | Waiting for Würth to discuss internally — last touched today (Sep 1) | Follow-up call next week |
| Würth Logistics | Terminal Data | Proposal | $40,000 | Terminal coverage details shared; Würth reviewing internally — touched today | Follow-up session/call next week |
| Würth Logistics | Sailing Schedules | Proposal | $4,320 | Waiting for Würth to discuss internally — touched today | Follow-up call next week |
| Würth Logistics | Contract Allocation | Proposal | $27,000 | Waiting for Würth to discuss internally — touched today | Follow-up call next week |
| Würth Logistics | D&D management | Proposal | $33,750 | Current + historical D&D risk visibility shared after the QBR demo | Follow-up call — Würth reviewing internally |
| Würth Logistics | Freight Audit | Proposal | $30,000 | Exploration opened after the QBR demo | Waiting for Würth to discuss internally |
| RailX | Logistics KPI Dashboard | On Hold | $100 | Wants to compare carrier performance — no next step logged on file | None on file — worth a check-in |
| SRTS Europe | Command Center + Logistic KPI | Qualification | $4,000 | Tied to their own system integration, due 2nd half of 2026 | Revisit for upsell once their integration is complete |
| Quincus | Port Congestion and Sailing Schedules | On Hold | $6,500 | Ran a 2-week limited API trial | Trial end date on file (Feb 27) has already passed — needs a status check |
| Resbinaria | Route API | On Hold | $400 | Last contacted Feb 12 — over 6 months stale | Waiting on their feedback |
| SRTS Europe | Sailing Schedules | Qualification | $3,600 | Tied to the same platform integration as their Command Center deal above | Low priority until their integration is complete; last follow-up call was set for Feb 6 |
| Kuken Cargo Solutions | Additional features | Contracting | $900 | Sailing Schedules testing in progress — some key ports missing, checking with tech | Follow up on the CO2 proposal and other feature add-ons |
| ULSA | Command Center | On Hold | $7,000 | Ran a 1-month test | Nothing further logged — close date on file (Jan 6) already passed, worth a revive-or-close call |
| Nysonian | Command Center | On Hold | TBD | Running a 1-month trial — most recently touched Aug 31 | Confirm trial outcome and pricing |
| CustomSized | Container Tracking | On Hold | $21,600 | Volume still too low to commit; on hold until Air Tracking usage stabilizes — 91 days untouched (see Engagement tab) | Check in on pricing once it becomes more of a priority |
| Breeze | Container Tracking | On Hold | $3,000 | In trial process | Nothing further logged — check trial status |
| RailX | Freight Audit | On Hold | TBD | A customer of theirs expressed interest; last contacted Mar 2025 — over a year stale | Follow up — nothing logged since |
This section mirrors the Trello board/ticket-health view used on the original dashboard, but the Trello connector isn't enabled in this workspace yet.
7 of Lily Truong's own Customer accounts are being handed to Jesús for her maternity leave (Sep 9, 2026 – Jan 4, 2027), per the handover tracker. Sourced live from HubSpot and the "Lily's Mat Leave – Handover Framework" sheet, both as of Sep 1, 2026.
Accounts covered
7
A.P Moller-Maersk, Wilmar EU International, Neele-vat, ParkourSC, Star Pipe Products, Savills North America, Tazmanian Freight Systems
Accounts with an open deal
3 / 7
A.P Moller-Maersk, Neele-vat, Star Pipe Products
Open deal value in flight
$45,200
All fully priced — no TBD deals in this set
All 4 open CS-Expansion deals across the 3 accounts that have one. Click a column header to sort; use the row below the headers to filter.
| Account | Deal | Stage | Value | Latest note | Next step |
|---|---|---|---|---|---|
| Neele-vat | Air Tracking | Qualification | $3,000 | NVX platform rebuild — testing aligned to live production shipments for last-mile (Antwerp/Rotterdam) tracking | Follow up on NVX testing results; confirm next demo date |
| Neele-vat | Standard Free Days | Qualification | $5,000 | D&D dashboard (free days + incurred charges) demoed 17 Jul, well received | Move from demo to proposal; confirm pricing with new PIC (prior DM Hiltjo van Dam has left) |
| A.P Moller - Maersk A/S | Port Congestion | Qualification | $12,000 | Vessel Schedules is next priority per Siddharth/Basav — needs terminal name details + pro forma ETA/ETD to complete evaluation | Get terminal/ETA details from Siddharth; resolve outstanding $5,400 Linescape cost with Henrik (Commercial PIC) |
| Star Pipe Products | Freight Audit | On Hold | $25,200 | Customer told us directly (9 Jul) that Freight Audit is no longer a priority — only 1-2 invoice disputes/month now | Revisit or close out — customer signal suggests this is unlikely to revive as-is |
The 3 highest-tier accounts in this set — the ones most worth knowing by name. Full context for all 7 is in "Full account notes" below.
| Account | Key contact | Internal sponsor | Next step |
|---|---|---|---|
| A.P Moller - Maersk A/S | Henrik Killander (Commercial PIC) / Siddharth Agarwal (testing lead) | Emma | Resolve the outstanding $5,400 Linescape cost with Henrik; keep Sailing Schedules/Vessel Schedules testing moving with Siddharth |
| Neele-vat | Merel Verwaal (Portfolio Manager) — prior DM Hiltjo van Dam has left, replacement not yet identified | Emma | Confirm new decision-maker; push Standard Free Days from demo to proposal |
| Wilmar EU International | Chanikya Guntumadugu (Champion) | Maxime | Schedule an intro check-in — SAP API integration kicks off Sep/Oct, aiming complete by Nov 1 |
Sorted by recomputed priority tier (open CS-Expansion deal count), most urgent first. Full next steps, risk notes and sources are in "Full account notes" below.
| Account | Priority | Last touch | Open deal (CS-Expansion) | Next step |
|---|---|---|---|---|
| Neele-vat | P2 | Aug 27 | 2 open · $8,000 | Confirm new DM; push Free Days demo → proposal |
| A.P Moller - Maersk A/S | P2 | Aug 31 | 1 open · $12,000 | Resolve $5,400 Linescape cost; keep testing moving |
| Star Pipe Products | P2 | Jul 13 | 1 open · $25,200 (deprioritized by customer) | Revisit or close out Freight Audit; gauge Daily Agent interest |
| Wilmar EU International | P3 | Aug 24 | — | Intro check-in; monitor SAP integration kickoff (Sep/Oct) |
| ParkourSC | P3 | Aug 14 | — (closed lost today) | Follow up on DHL/Expeditors direct API integration |
| Savills North America | P3 | Jul 15 | — | Low-touch account — no check-in needed |
| Tazmanian Freight Systems | P3 | Jul 15 | — | Re-engage — unresponsive to last catch-up request; intro Jesús |
A.P Moller - Maersk A/S (Tier 0, P2) — Bi-weekly check-ins with Siddharth/Basav; Carrier Agent demoed but not a current roadmap priority, focus stays on shipment-level visibility. Sailing Schedules deal already closed won ($4,000); Port Congestion is the one open deal (Qualification, $12,000), waiting on terminal name + pro forma ETA/ETD details from Siddharth. Unresolved risk: a package upgrade with Linescape for expanded testing (3,000 port pairs/day for 2 weeks) added a $5,400 cost to the Maersk PO that hasn't yet been addressed with Henrik (Commercial PIC) — worth raising directly. Sources: HubSpot company #10223289972, deal #57865595486.
Neele-vat (Tier 1, P2) — Two open deals verified live in HubSpot (Standard Free Days $5,000 and Air Tracking $3,000, both Qualification) — one more than the handover tracker's single "Open Deals" count, likely because Standard Free Days was created Aug 25, close to the tracker's last pull. NVX platform rebuild testing is using live production shipments for last-mile (Antwerp/Rotterdam) tracking to reduce demurrage risk; D&D dashboard (free days + incurred charges) was demoed 17 Jul and well received. Prior decision-maker Hiltjo van Dam has left the company — replacement not yet identified; current contact is Merel Verwaal (Portfolio Manager). Sources: HubSpot company #9841212739, deals #57074839107 / #64288697427.
Star Pipe Products (Tier 2, P2) — Renewal signed 15 Jul (monthly minimum raised to 350 containers, $750/month from July). The one open deal, Freight Audit ($25,200, On Hold), was flagged by the customer's own contact (Cash) on 9 Jul as "no longer a priority" — only 1-2 invoice disputes/month now — so this reads as a revisit-or-close decision rather than a live opportunity. Same contact is interested in Daily Agent (not urgent) and suggested Portcast advertise its AEO certification for US customers. Sources: HubSpot company #8380724351, deal #21319076262.
Wilmar EU International (Tier 1, P3) — No open CS-Expansion deal (the one deal on file, UI Access, closed lost 8 Jul). Adrish is investigating an open data-query thread raised 24 Jul; a usage report (tracked BLs vs. containers since the Feb 16, 2026 signing) was sent to Chanikya and is being monitored via Trello. Will kick off SAP API integration in the fall (Sep/Oct), aiming to complete by Nov 1 — has been using email reports in the meantime and declined commercials for interim UI usage. Sources: HubSpot company #39733517666.
ParkourSC (Tier 2, P3 — changed from the tracker's P2) — The tracker's Ongoing Topics still describes "Historical Transit Times Data (Proposal): send quote/proposal to their CFO Ashmi," but that deal was closed lost as of today (Sep 1) per live HubSpot — the tracker hadn't caught up yet. No open deal remains. Their team has been advised to upload with MBL + AUTO so the system can detect the master carrier; noted as not very tech-savvy with unclear internal leadership. Sources: HubSpot company #39581897553, deal #60786305347 (Closed Lost).
Savills North America (Tier 3, P3) — No open deal (Port Congestion API already closed won). Subscribed to Port Congestion Dashboard + API only — genuinely low-touch, no check-in needed per the tracker's own note. Sources: HubSpot company #18629174704.
Tazmanian Freight Systems (Tier 3, P3) — No open deal (Air Tracking closed won back in 2024). Positive, low-engagement account — prior interest in Sailing Schedules, Freight Audit and the Risk Dashboard, and referred Portcast to NAF Logistics Group, but has not responded to recent requests for a catch-up call. Sources: HubSpot company #15014649488.